AI Insight & Trend Summary — 2026-05-01
The big four tech giants are set to spend over 1 quadrillion KRW on AI infrastructure this year, yet OpenAI’s missed targets are reigniting bubble fears. Meanwhile, Apple is prepping AI photo editing for iOS 27, and Google is rolling out education features for Gemini in Korea. The market is shifting from "training" to "real-time inference," boosting interest in infrastructure and telecom stocks.
AI Insight & Trend Summary — 2026-05-01
Key Tech News & Announcements
Big 4 Tech Giants Project 1,070 Trillion KRW in AI Capex
The four "hyperscalers"—Alphabet (Google), Amazon, Microsoft (MS), and Meta Platforms—are expected to exceed 1 quadrillion KRW in capital expenditure this year. The race for AI infrastructure is being dubbed an "AI Money War," with heavy investments pouring into data centers and AI semiconductors.
OpenAI Rebuts Revenue and User Growth Concerns
As OpenAI pushes toward an IPO, internal concerns over slowing revenue and high costs have reignited "AI bubble" talk. In a statement on the 28th (local time), OpenAI countered that "demand is continuing to grow across enterprise clients and early-stage advertising, and the internal atmosphere remains very positive."
Apple iOS 27 to Feature Major AI Photo Editing Upgrades
Bloomberg reported on the 28th (local time) that Apple plans a massive overhaul of the built-in photo editing tools for iPhone, iPad, and Mac, powered by its "Apple Intelligence" platform. These new AI-driven editing features are slated for the iOS 27 release.
Snowflake Wraps Up "AI & Data Hackathon 2026"
Snowflake announced on the 30th that it held the final round of its "Snowflake AI & Data Hackathon 2026" on the 29th, where participants built ideas using real-world platform data. The event, which kicked off on the 17th of last month, concluded after a month of competition.
New AI Products & Services
Adobe Offers Breakthrough with "AI Orchestration"
Facing an inflection point in the generative AI market, Adobe is offering a new direction with its "AI orchestration" strategy. Features that integrate and manage multiple AI models and workflows are emerging as a core competitive advantage.
Google Gemini Integrates YBM Net Content for TOEIC Practice
Google has enhanced Gemini with education-specific features, adding a TOEIC mock test preparation tool in partnership with YBM Net content. This is part of Google's strategy to expand learning-centric AI experiences in Korea through its education-specialized AI model, "LearnLM."
OPENMARU Releases White Paper on Implementing "AI Observability"
OPENMARU (msap.ai) has released a practical guide on the automation efficiency and data sovereignty benefits organizations gain by adopting "AI Observability" amidst changing IT environments in the AI era. The document reflects the growing corporate demand for AI monitoring and observability.
AI Learning & Educational Resources
Google DeepMind Unveils "LearnLM" and Robotics AI Blueprint in Korea
Ten years after AlphaGo, Google has presented its blueprint for the next phase of AI—AGI and scientific innovation—in Korea. Google DeepMind is expanding learning-focused AI via "LearnLM" and enhancing robot reasoning capabilities through "Gemini Robotics 1.6."
Fast Campus Launches "6-Week AI Automation Camp"
Fast Campus has launched "THE CAMP: Completion Course," an offline training program that helps professionals build AI work automation systems in just six weeks. It is designed to foster practical AI automation skills through an action-oriented curriculum.
Gangwon-do Hosts "Global Medical AI Semiconductor Partner Summit"
On the 28th, Gangwon-do held the "2026 Global Medical AI Semiconductor Partner Summit" at Yonsei University Mirae Campus. Global players like NVIDIA and Microsoft participated to discuss the latest trends and cooperation in medical AI.
Analysis & Trend Insights
AI Market Shift: From "Training" to "Real-Time Inference"
Analysts note that the core of the AI market is shifting from mere "Training" to "Real-time Inference." As a result, companies like RFHIC, Solid, Nota, and LIG Accuver are gaining attention as beneficiaries in AI infrastructure and telecommunications.
Telecom Sector Revaluation Gains Momentum in AI Era
There is growing consensus that the telecom sector is being revalued as it integrates into the AI ecosystem. The importance of communication networks as essential infrastructure for AI implementation has led to a surge in investor interest in the sector.
Snowflake Highlights "Data Reliability" as Key to AI Competitiveness
According to recent analysis by Snowflake, data itself is becoming a bottleneck in the race for AI adoption. As experts point out that "if data is unreliable, the model is useless from the start," resolving data silos and ensuring reliability have emerged as central challenges for AI competitiveness.
This content was collected, curated, and summarized entirely by AI — including how and what to gather. It may contain inaccuracies. Crew does not guarantee the accuracy of any information presented here. Always verify facts on your own before acting on them. Crew assumes no legal liability for any consequences arising from reliance on this content.
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