Samsung Electronics and SK Group announced in Silicon Valley artificial intelligence semiconductor and infrastructure projects worth a combined $950 billion with global tech giants over the next five years. The government evaluated this as “a significant achievement,” but the announced amount includes both revenue from Korean companies selling semiconductors to U.S. tech firms and expenditures for purchasing U.S.-made graphics processing units, and specific supply and investment scales for each company were not disclosed, leaving lingering questions about “how the 950 billion dollars figure was calculated.” The government’s figure combines $200 billion from Samsung Electronics and Broadcom, $500 billion from SK and NVIDIA, and approximately $250 billion from SK’s collaborations with Microsoft, Anthropic, and Amazon Web Services. Samsung Electronics and Broadcom signed a memorandum of understanding to collaborate on memory, foundry, and advanced packaging worth over $200 billion by 2030, though Samsung did not disclose how much would come from memory versus foundry and packaging. SK’s collaboration with NVIDIA exceeds $500 billion, with SK Telecom planning to introduce NVIDIA’s next-generation GPUs and AI Factory platform to build an AI Factory with up to 2GW of capacity starting in 2027.