AI NewsWaveOct. 22 AI Briefing: Samsung Electro-Mechanics and Nvidia Partner, OpenAI Models Come to Google Cloud
Key points
- Nvidia-centered AI supply chain cooperation extends to Korean component makers
- Clouds embrace rivals' models in an openness race
- AI-found security flaws and AI investment burden both stand out
Samsung Electro-Mechanics formed a partnership with Nvidia to supply package substrates for AI chips and will build dedicated production lines in Sejong and Busan with joint investment. Industry News and Kukmin Ilbo reported this, and Digital Today wrote that it involves multiyear supply starting in 2026. On the same day, LG Innotek also said it will develop sensing solutions for robots with Nvidia.
Google Cloud is adding OpenAI models to Model Garden. Hellot and Datanet reported that Google Cloud will offer all three major closed LLMs alongside more than 200 models, and Chosun Biz wrote that OpenAI has entered all three major clouds. Digital Today, citing CNBC, reported that Google will add them within weeks, so outlets word the timing differently.
Two critical vulnerabilities were found in PHP, which is widely used on websites worldwide. Chosun Biz reported that they were found using AI and that major European countries temporarily suspended government websites. According to iNews24, the Korean government raised its cyber crisis alert from Attention to Caution on the 22nd.
Anthropic unveiled Claude Duet, an AI agent that checks and handles tasks without waiting for user instructions. TechM reported that it organizes important work every morning and supports scheduling and financial analysis. AI Times wrote that it takes on Meta's Muse and OpenAI's Dots, and Digital Today reported that it is currently a research preview.
Meta posted record third-quarter revenue, but free cash flow turned negative for the first time since its listing amid expanded AI investment, Newsis reported. Digital Today, citing the WSJ, wrote that Meta plans to create a new class C common stock without voting rights to raise funds for AI investment. Revenue grew 26%.
China's ByteDance, Alibaba and Tencent placed large orders for Nvidia GPUs. Chosun Biz reported more than 3 million regulation-compliant graphics cards, worth about 47 trillion won, while Kukmin Ilbo wrote of 46 trillion won worth that bypassed export controls. iNews24, citing Reuters, reported that the volume they can actually secure may be less than 10% of the order.
POSCO Future M signed a contract to adopt Palantir's data platform Foundry and AI platform AIP. Bloter reported that the goal is to cut battery materials development time roughly in half, and Digital Daily wrote that adoption starts in sales and marketing and expands to production and R&D.
KT Cloud will begin construction of an AI data center with 50MW of received power capacity in Ansan, Gyeonggi Province. TheElec and IT Chosun reported that it aims for completion in 2029, and Bloter wrote that it is part of a plan to build a 1GW AI data center supply system by 2031.