Reddit investors debate value of state AI funding
3 Nov 2 7:40 AM · 9d ago · 1 post · 2 comments · 1 source · development 3 of 3
Commenters on r/stocks reacted to the budget news, with one calling state-funded AI a bubble and another defending the spending as durable R&D and infrastructure investment.
“The 16B is not a stock investment. It's an R&D and infrastructure investment which stays. AI is here to stay.”
rdh2dmdSouth Korean government budget authoritySamsung Electronics chipmakerSK Hynix chipmaker
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What people said 5 voices · verbatim
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🌏 South Korea bets on sovereign AI South Korea is targeting the 'world's highest performance' sovereign AI model in a record new budget. Governments keep paying to own their AI. 🔗 cnbc.com/2026/11/02/south-korea-ai-spending-budget.html #AI #SovereignAI #SouthKorea
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Chip prices staying elevated is the whole point of that budget, they're not spending 16B to make memory cheaper. Vertical integration plus government backing means they can throttle supply to whoever they want. Curious how much of that 3.5B AI model money ends up as compute contracts back to their own chaebols though
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let's go, we apparently convinced another country to publicly fund a technology that has no value and will be a massive financial bubble. how do we keep doing that? /s
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The 16B is not a stock investment. It's an R&D and infrastructure investment which stays. AI is here to stay.
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fyi the US controls South Korea. We literally have 100% control of their military
All 3 developments of South Korea sets record 2027 budget with $16B for sovereign… →
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