Nvidia’s Seoul AI blitz: Jensen Huang met Korea’s top tech leaders and pushed a new wave of AI hardware and “physical AI” deals, including SK Telecom/Naver/Doosan plans for gigawatt-scale AI cloud, SK Hynix memory work for AI data centers, and a South Korea state AI effort tied to thousands of Nvidia GPUs. AI market jitters: Wall Street slid again as AI stock sell-offs spread, with the S&P 500 down and investors weighing whether the AI rally ran too hot—while Middle East tensions and oil added pressure. Foreign money pulls back from chips: June saw record foreign outflows from Asian equities, led by South Korea and Taiwan as investors trimmed AI-linked tech exposure. Telecoms back optical AI: SK Telecom, NTT, and Chunghwa launched a $500M IOWN AI Fund to back power-efficient AI data-center tech, including optical networking. Local tech policy & trust: South Korea’s election ballot shortage controversy sparked a youth backlash, raising questions about election administration. Robotics demand rebounds: Industrial robot shipments grew in 2025 as AI-driven factory needs picked up, especially across semiconductor and electronics manufacturing. AI in software work: Musinsa says AI coding tools boosted developer productivity by about 75% and is expanding “AI native” use into content and customer service.