As of last November, I was saying that things were going to go really well...
I thought the stocks related to the entity operating IDC were going to be quite agitated.
Looking at recent news, there have been no government comments in the last month. At best, on July 2nd, they announced an investment of 5 trillion won in excess taxes with the goal of developing a reader AI comparable to Mithos(?!!!!), but... that's about it.
It seems like good news for LG CNS, Samsung SDS, and SKT, but everyone has been at a low point since May of last year. SKT has risen somewhat, though, due to news about the SK Hynix and Nvidia data center.
I had high hopes for Sovereign AI,
but I'm starting to feel uneasy that it might end up being nothing.
They touted AI sovereignty, but in reality, it feels like a typical government project where nothing has materialized yet.
I hope that the sudden overlap with Myeongtend doesn't happen to me.
