Krafton plans to invest another $250 million in India over the next three to four years as it expands beyond gaming into AI, robotics, and deep tech. The commitment brings its planned India investment above $500 million and is separate from its commitment to a $670 million India-focused growth fund with Naver and Mirae Asset. Krafton has backed about 18 Indian companies, including Nodwin Gaming, Loco, Pratilipi, Kuku FM, and One Impression, while BGMI has surpassed 260 million downloads.
SemiAnalysis’s Max Kan, Ray Wang, Myron Xie, and Dylan Patel examine South Korea’s effort to build a sovereign frontier AI model. They argue that dependence on US frontier-model providers creates access and safety risks, while open-source licenses and future release decisions do not guarantee lasting access. The analysis presents Korea as a leading sovereign-AI effort and explores why Nvidia supports such investment and why Korean ambitions may conflict with Samsung and Hynix shareholders.
