AI’s compute race turns into a grid-scale land grab
Friday, July 3, 2026 · 10 min
SK Telecom put a $91.5 billion AI data-center plan into South Korea’s Yeongnam region, while SoftBank, China Mobile, and Microsoft added their own compute buildouts. The AI race is reading less like model hype and more like grid-scale industrial policy.
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SK Telecom put a $91.5 billion AI data-center plan into South Korea’s Yeongnam region, while SoftBank, China Mobile, and Microsoft added their own compute buildouts. The AI race is reading less like model hype and more like grid-scale industrial policy.
In this episode
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