Despite recent reports suggesting a slowdown in US data center expansion, Alphabet, Google’s parent company, has reaffirmed the strength of its cloud business. The company emphasized that customer demand continues to exceed existing capacity, while the share of internal software development assisted by AI has risen from 25% to more than 30%.

Anticipation of tariff increases has prompted server players to actively build inventories with global server shipments projected to grow by 1.8% quarter-over-quarter in the second quarter of 2025.

Reuters reports that DeepSeek, a Chinese generative artificial intelligence firm previously embroiled in controversy over excessive personal data collection, has partially adopted South Korea’s regulatory recommendations. After a two-month suspension of new downloads, the company has reinstated its services, allowing South Korean users to once again access DeepSeek via app stores. Observers note that DeepSeek’s return poses competitive challenges to domestic firms as US tech giants intensify efforts to capture market share in South Korea.