<h1>U.S. chipmaker to supply 260,000 GPUs, partner with South Korean firms on AI infrastructure amid export, antitrust, and security risks</h1> A U.S. chipmaker agreed with the South Korean government and domestic technology firms to supply about 260,000 GPUs and collaborate on AI infrastructure, manufacturing optimization and new technology development, while also engaging with major global firms. The arrangement follows high-level diplomatic discussions between U.S. and Chinese leaders and contemporaneous negotiations over export controls on advanced chips, including a reported deal to ease restrictions in exchange for a revenue share. Legal risks include export-control and national-security compliance, potential contractual and export licensing conditions, antitrust and foreign-investment review exposure, and market-risk disclosures amid warnings of an AI-driven tech valuation bubble.