AIDC
AI Document Services Inc
stock OTC

1. I never see Burry and very few other analysts mention the $NVDA + Japan Infrastructure deal... that's worth what like $260 billion that's not even in the books yet... and let's be real here.... Japan is the first country (that I know of) doing this ... who knows how big that market is "outside" of the typical hyperscaler DCs...
2. EVERYTHING in earnings so far.... shows there is additional massive CAPEX spend on more AIDC build outs coming from the hyperscalers alone...
3. IMO.... We won't know when the AI bubble will burst until the companies building out and charging for the services fail.... NVDA will get paid for their hardware even if those others fail down the road.... which IMO won't be known until late next year...
4. I think this is all just an attempt to "get a better price" for the BIG institutions....
5. IMO I think Burry get's some kind of "behind the door" kick back to scare fools to get the price to their buy levels....
In conclusion IMO, I don't think we see a top on $NVDA until we see a HUGE ATH that is completely disconnected from the current ATH... Like $300 \~... But this is just my opnion

Korean carrier SK Telecom has established a dedicated subsidiary to accelerate the development of hyperscale AI data center infrastructure, creating a new company focused on [building up to 15GW of AI data center capacity across South Korea](https://rcrtech.com/ai-infrastructure-news/sk-telecom-ai-data-center/) over the coming decade.
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities.
In sum – what to know:
**Dedicated execution** – SK Telecom established SK Hyper to lead development, commercialization, and operation of a planned 15GW AI data center portfolio.
**Long-term investment** – The company approved up to $540 billion in investment through 2030 to secure sites, build substations, and establish the foundations for expansion.
**National AI ambition** – SK Hyper will support SK Telecom’s goal of building GW-scale AI data center clusters across South Korea as part of its vision to position the country as an AI infrastructure hub.
[https://www.rcrwireless.com/20260727/carriers/sk-telecom-ai-infra](https://www.rcrwireless.com/20260727/carriers/sk-telecom-ai-infra)