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US data center moratoriums boost South Korean AI firms
- Google's push to sell its custom AI chips beyond its data centers is creating new opportunities for Samsung Electronics and SK hynix to diversify demand for high-bandwidth memory beyond Nvidia's dominant GPU ecosystem.
- The US tech giant is expanding its tensor processing unit, or TPU, business to serve cloud providers and companies building AI infrastructure, potentially creating a broader customer base for Korean memory makers.
- On Monday, Google unveiled two new TPU systems, TPU 8i Max and TPU
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