00:063 korean ai startups just landed their first real revenue in japan's hottest new neocloud
00:12vessel ai is raising 200 billion one at a 500 billion one valuation elice group is heading
00:18toward a trillion one ipo this month and in new york korean founders just got their own week-long
00:23stage to pitch to the world it's thursday october 1st let's look at what this means for startups
00:29and entrepreneurs in korea japan's new neocloud operator ai and is building a 40 megawatt tokyo
00:36ai data center and needed partners to run it which opened a door for korean ai infrastructure startups
00:43at the same time domestic neocloud and ai chip companies are racing to lock in funding
00:47before gpu costs and demand both climb further startup ecosystem builders are also pushing
00:54harder on global networking from new york founder events to new accelerator securities partnerships
00:59at home here's what the numbers show moray motif technologies and rebellions are supplying
01:05software and llm and npu servers respectively to japan's ai and marking moray's first overseas
01:12contract for its token factory operating system since april rebellions shipped 100 racks of its
01:18second generation rebel 100 npu servers to ai and its first rack level export sale in japan
01:26mondrian ai is set to close a 20 billion one series b this quarter 5 billion one above its original
01:32target after revenue already hit 10.7 billion one through the third quarter vessel ai is raising a
01:38further 200 billion one at a 500 billion one valuation with revenue expected to jump from 3 billion one last
01:44year to about 100 billion one this year a lease group lists on cost stack in october with market
01:50expectations near a 1 trillion one valuation up from the 700 to 800 billion one range investors cited
01:56back in may hana securities signed an mou with accelerator blue point partners which has backed more than 400
02:03startups since 2014 to link discovery follow-on funding and ipo support so what does this mean for
02:11startups and entrepreneurs in korea earlier we said three korean startups just landed their first real
02:16revenue in japan's hottest new neocloud here's what that actually means for you japan is turning
02:23into a genuine reference market for korean ai infrastructure plays not just a side bet and the
02:28ai and deal gives moray rebellions and motif a track record to pitch other overseas buyers capital
02:34is flowing fast into neocloud and npu startups specifically while fresh accelerator securities partnerships
02:41and ipo pipelines are opening more exit paths at home watch three things a lease group's october
02:48listing price the gpu supply bottlenecks already turning away new neocloud customers and whether
02:54moray and rebellions convert their japan foothold into additional contracts that's today's ai prism
02:59founders this episode was produced with ai assistance based on sole economic daily reporting
03:04and reviewed by a human editor ai prism is a wanifra award-winning series we'll be back tomorrow
03:10you've been listening to ai prism from sole economic daily
