00:06Two of Korea's top conglomerate chairmen just joined the Global AI Advisory Board alongside Jensen Huang and Satya Nadella.
00:16Here's why that matters for corporate career.
00:18It's Friday, July 24th.
00:21Let's look at a business story shaping corporate career.
00:24Samsung Electronics Chairman J.Y. Lee and Hyundai Motor Group Chairman Yui Sun Sung were named the Global Advisory Council
00:33of Silicon Valley and the World, a new AI leadership forum launching in November.
00:39The council includes NVIDIA's Jensen Huang, Microsoft's Satya Nadella and Amazon's Andy Jassy.
00:47Roughly 350 executives and policy makers are expected at the inaugural event in Silicon Valley.
00:54Here's what the numbers show.
00:56Samsung Electric secured a roughly 300 billion won MLCC supply deal for AI servers, its third major AI component contract
01:05since May, when it signed a 1.5 trillion won capacitor deal.
01:11Samsung Electric now holds more than 40% global market share in AI server MLCCs, a segment where very few
01:20suppliers can meet the technical specifications required.
01:24LS Electric posted record quarterly results, with revenue up 32.2% and operating profit up 64.4% year
01:33-on-year, driven by data center power demand.
01:36Google's parent Alphabet raised its 2026 capital expenditure guidance to $195 to $205 billion, the highest among major hyperscalers, after
01:50cloud revenue grew 82% year-on-year.
01:54So what does this mean for a board weighing its own AI infrastructure strategy?
01:59The advisory council seat gives Samsung and Hyundai a direct channel into how global AI capex decisions get made –
02:07decisions that already reshaped demand for Korean memory and power components this quarter.
02:14Watch how Alphabet's negative free cash flow, its first since 2004, affects the pace of hyperscaler spending that Korean suppliers
02:23depend on.
02:24That's today's AI Prism, CEO.
02:28This episode was produced with AI assistants based on Seoul Economic Daily reporting and reviewed by a human editor.
02:36AI Prism is a WAN IFRA award-winning series.
02:39We'll be back tomorrow.
02:41You've been listening to AI Prism from Seoul Economic Daily.
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