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Global sovereign AI expands, but Nvidia still powers over 90% of models as South Korea ...

Published

6 August 2026

Topic

regulatory

◆ Sectors

Semiconductors

◆ Geography

South Korea

◆ Source

Read at koreapost.com →

◆ Verified

Fusion42 · 7 August 2026 · Fusion42 review

Nvidia remains the dominant supplier of hardware for over 90% of sovereign AI models globally, while South Korea actively diversifies its AI semiconductor ecosystem through domestic partnerships and alternative chip platforms like AMD. Other countries and companies, including AMD, Cerebras, Qualcomm, and Fujitsu, are also expanding their presence in sovereign AI hardware markets.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

South Korea is breaking Nvidia's grip on AI chips by building local partnerships and using alternate technologies, creating openings for AI companies to source hardware beyond Nvidia. You should revisit your hardware suppliers now to avoid being locked into a single ecosystem as governments push AI independence.

◆ Coverage

1 source · 6 Aug 2026

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Semiconductorssovereign-ainvidia-dominancechip-diversificationsouth-koreaamdai-inference