Amazon Web Services has reportedly signed a 170 billion won power infrastructure
supply contract with LS ELECTRIC, following meetings with domestic power firms
since late last year, according to industry sources. The move comes as U.S. data
center investment has grown to around 400 trillion won, intensifying competition
among major tech firms to secure reliable power supply. Separately, NVIDIA is
said to be pushing for more radical data center designs, including a shift
toward 800V direct current systems to reduce power conversion losses driven by
AI workloads, and has reportedly held discussions with South Korean
manufacturers on potential collaboration.