AI Hardware & Memory Deals: Nvidia’s Jensen Huang met South Korea’s top corporate leaders as the country lines up a state AI GPU buy (9,704 GPUs, including 2,016 “Vera Rubin” units) and new SK Hynix memory partnerships, while SK Telecom, Naver and Doosan plan gigawatt-scale AI cloud and data-center buildouts. Space Race Capital: Hanwha says it will lift its Korea Aerospace Industries stake to above 12% by end-2026, arguing the industry has shifted from tech rivalry to capital-and-scale competition. XR Consumer Tech: XREAL officially launched Aura smart glasses at AWE 2026, bringing Android XR, Gemini integration and a Snapdragon XR platform, with a fall launch window. Cybersecurity & Regulation: South Korea’s response to Coupang’s massive data breach is under scrutiny as agencies moved fast with raids and punitive actions despite the incident being comparatively limited by the company’s own account. G7 Health Agenda: G7 leaders backed a push to accelerate cancer research and speed translation of breakthroughs into care, with South Korea among partner supporters. Tourism Pressure From Japan: Korea’s tourism and casino sector is preparing for Osaka’s integrated resort in 2030, focusing on image overhaul and regulatory easing to prevent capital and visitor outflows. Europe Investment Gateway: Slovakia is pitching itself to Korean firms as a higher-value hub for robotics, AI, semiconductors and joint research. Markets Mood: Seoul stocks extended gains on US-Iran peace optimism, while Wall Street showed a tech-versus-industrials split.