300 Trillion Won US Investment Fund #1: Nuclear/Thermal Power 70%... Korean Corporate Participation Is Key | Jensen Huang: 'The Era of General AI Has Arrived'... The Identity of the Monster AI | Kwon Soon-woo, 3PRO TV Reporting Team Leader

Summary

Kwon Soon-woo reviews three market-relevant developments: the structure of Korea's US investment fund for Texas gas and nuclear power and why Korean EPC/equipment participation matters; OpenAI's Astra and Jensen Huang's AGI-era claims implying sustained AI compute and memory demand; and the yen's sharp strengthening that may ease US rate pressure.

• Korea's US investment fund reportedly includes a large Texas gas combined-cycle plant and eight nuclear reactors.
• Kwon argues the key variable is maximizing Korean corporate participation to build a first US track record and secure follow-on orders.
• He names Hyundai E&C, Doosan Enerbility, Samsung Heavy Industries, POSCO, and Hyundai Steel as potential beneficiaries.
• OpenAI's Astra scored 99.9 on ARC AGI3, shifting AI from chatbot answers to agentic task execution.
• Jensen Huang says the AGI era has arrived and that Grace Blackwell NVL72 usage already exceeds 100,000 units.
• Heavy token use by agent AI supports demand for GPU compute and Korean memory semiconductor companies.
• The yen strengthened from 164 to 154, with potential toward 150-152 if the BOJ hikes and the Fed holds.
• Korean won strength and the National Pension Service halting FX hedging are seen as signs of reduced FX defense pressure.