AI’s Power Play: Fusion Bets, Glass Revolution, Trust Wars Ignite Global Economy

● Google’s Fusion Bomb – AI’s Energy Gamble

Google’s Purchase of Fusion Power, the Future of Big Tech and Clean Energy Innovation

1. Google’s Decisive Move – Signing a Fusion Power Purchase Agreement

Google has signed its first fusion power purchase agreement, sending ripples across the economy.This agreement was made with Commonwealth Fusion Systems (CFS), under which Google will receive 200MW of electricity from the total 400MW generation capacity of ‘ARC,’ a commercial fusion power plant under construction in Virginia, USA.This contract is being evaluated as part of a clean energy strategy to meet the enormous power demands for AI development and service operations.Michael Terrell, Google’s head of advanced energy, stated that even if the commercialization of fusion power is difficult, it possesses innovative potential to change the world.

2. Fusion Power – The Future of Clean Energy and Technological Innovation

Fusion power is called the ‘dream clean energy,’ demonstrating outstanding energy efficiency by producing energy equivalent to 3 million tons of coal with just 100 kg of deuterium.Furthermore, it can significantly reduce carbon emissions and high-level radioactive waste problems, drawing attention as a future energy solution that considers both economy and environment.However, challenges exist in creating ultra-high temperature conditions, including the limitations of additional energy input and difficulties in commercialization.CFS overcame these issues, successfully producing more net energy than input in 2022, opening a new path for technological innovation.

3. Big Tech’s Energy Hegemony Competition in the Global Economy

Big tech companies are focusing on fusion power technology to secure the vast amount of stable electricity needed for data center and AI infrastructure operations.Beyond Google, several fusion startups, including Helion Energy, are intensifying technology development and investment attraction, entering the global economy’s race for energy leadership.While the U.S. concentrates on securing fusion power technology through corporate-led initiatives,China is challenging itself with state-led R&D, constructing a large-scale research facility ‘CFETR’ and aiming for a 200MW fusion power demonstration by the 2040s.Centered on the SEO keywords of Big Tech, global economy, energy sector, and technological innovation, this fusion power agreement signifies a new turning point in the clean energy era.

4. Key Developments in Chronological Order

July 30, 2025: Google signs a 200MW fusion power purchase agreement with Commonwealth Fusion Systems.The adoption of fusion power as a new electricity source is announced.2022: CFS successfully produces net energy through its self-developed fusion reactor, nearing commercialization.The technological potential and economic ripple effect of fusion power are emphasized.Recently: Big tech companies are accelerating their efforts to secure fusion power as part of their clean energy transition, aiming to strengthen data center operations and AI infrastructure.As U.S. and Chinese strategies contrast, the energy sector’s struggle for hegemony in the global economy is intensifying.

5. Economic Outlook and Future Impact Implied by This Agreement

Google’s recent fusion power purchase agreement signals the revitalization of the clean energy market through technological innovation and energy transition.From an economic outlook perspective, Big Tech’s bet on fusion is highly likely to provide new investment and technological motivation across various industries.Furthermore, considering the ripple effect of technological innovation on the global economy and industry as a whole, it is expected to become a new driving force for economic growth, alongside overcoming future energy crises.Centered on the core SEO keywords of global economy, economic outlook, energy, technological innovation, and clean energy, this contract news will serve as a crucial indicator for predicting future energy and technology trends.

Summary

Google has signed a 200MW fusion power purchase agreement with Commonwealth Fusion Systems, leading the future of clean energy and technological innovation.Fusion power is expected to bring significant changes to clean energy and technological innovation across the economy, implying energy leadership competition among Big Tech and a transformation of the global economy.By organizing development and investment trends chronologically, the interplay of energy transition and technological innovation is evaluated as a major driving force for future economic growth.

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● AI-Master Cert Unleashes Global AI Economic Shift

AI-Master Certification Launched: A Core Change in AI Performance Evaluation Based on International Standards and Linkage with Government Policy

1. Launch Background and International Standard Reflection

The AI-Master certification, launched on the 1st, heralds a significant change in the trustworthiness and performance evaluation of the artificial intelligence industry.This certification is a system jointly developed by private-led companies including the Korea AI Industry Association (AIIA), Suresofttech, and Selectstar.Based on the European Union (EU)’s seven principles of Trustworthy AI, a total of nine core international standards including ISO/IEC 24368, 25059, 25023, 25024, 5469, and 4213 have been incorporated.Quantitative evaluations based on documents, tests, and data are conducted for a total of 63 items, and over 60% of the entire evaluation is verified by automated tools, ensuring objectivity and consistency.This evaluation aligns with the global economic trend of assessing the trustworthiness and performance of AI technology in accordance with international standards.

2. AI-Master and CAT Certification: Differentiating Factors and Evaluation Points

Last November, the Telecommunications Technology Association (TTA) also launched the AI Trustworthiness Certification (CAT).While CAT certification focuses on the risk management processes of AI systems and the management systems of operators, AI-Master emphasizes the integrated performance evaluation of AI models and systems.In other words, the two certifications adopt differentiated approaches in the areas of governance and performance evaluation, respectively.In this rapidly changing technological environment of artificial intelligence, both certifications adhere to international standards, guiding companies to focus on safe and reliable technological development in line with economic outlooks.

3. Excellence of AI-Master’s First Certified Model, ‘LLM42’

FortyTwoMaru’s ‘LLM42’ has been selected as the first AI-Master certified model.LLM42 enhances its completeness by complementing the limitations of language models with Machine Reading Comprehension (MRC42) and Retrieval Augmented Generation (RAG42) technologies.Furthermore, it has significantly improved cost efficiency across the entire process, from solution deployment to training and serving, strengthening its competitiveness within the global economy and the AI industry.Such technical excellence is expected to contribute to real-world economic prospects and enhance corporate competitiveness through the utilization of the AI certification system.

4. Future Outlook and Linkage with Government Policy

The AI-Master certification is expected to be actively linked to support for AI safety and trustworthiness verification and certification under Article 30 of the AI Basic Act, scheduled to be enforced next January.Through close linkage with national AI policies such as government R&D, public procurement, and designation of high-impact AI, it plans not only domestic industry development but also expansion into a global certification mutual recognition system.This movement emerges as a key keyword for securing safety and trustworthiness in the artificial intelligence field during times of uncertain economic outlook.The AI-Master certification, based on international standards, serves as a significant milestone in the artificial intelligence and AI certification sectors and is expected to positively influence the economic trends of both the Korean and global markets in the future.

The AI-Master certification is a trustworthiness verification and certification system launched by private-led companies, including the Korea AI Industry Association, ensuring objectivity in evaluation by reflecting the European Union’s 7 principles of Trustworthy AI and 9 international standards.Differentiated from CAT certification, it focuses on the integrated performance evaluation of AI models and systems, with FortyTwoMaru’s LLM42 selected as the first certified model.In the future, it is expected to significantly contribute to enhancing the safety and trustworthiness of the artificial intelligence industry through linkage with the government’s AI Basic Act and expansion into national AI policies and a global certification mutual recognition system.For SEO optimization, key keywords such as global economy, artificial intelligence, AI certification, international standards, and economic outlook have been included.

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● Glass Interposers – AI’s Billion-Dollar Game Changer

The Future of Semiconductor Packaging Innovation: J&TC and Global Glass Substrate Market Trends

Major Production and Technology Transition Trends

J&TC completed the construction of Korea’s first dedicated semiconductor glass substrate factory with a monthly production capacity of 10,000 units last May.The TGV (Through Glass Via) glass substrates produced here are gaining attention as a technology that will set new standards for semiconductor packaging.Particularly, with Samsung Electronics’ move to adopt glass interposers instead of silicon, the importance of glass substrate technology is rapidly emerging.Global semiconductor companies such as Intel, Samsung Electro-Mechanics, and SKC are also accelerating their efforts to secure commercialization technology.Concurrently, the increasing demand for high-performance semiconductors like AI and HPC is also influencing the global economic landscape.

Samsung Electronics’ Glass Interposer Strategy

Samsung Electronics has decided to apply glass interposers instead of traditional silicon interposers for high-performance AI semiconductor packaging starting from 2028.To this end, Samsung Electro-Mechanics plans to conduct process validation at the Cheonan Packaging Center, in cooperation with Samsung Electronics this year, and begin mass production from 2027.Glass interposers are considered an ideal material in the AI semiconductor field due to their high surface flatness and fine patterning capabilities, which can improve heat dissipation and power consumption issues.

Global Companies’ Move Towards Glass Substrate Adoption

Intel invested $1 billion in its Arizona factory in 2023 to establish a glass substrate R&D line, planning to apply it to data center and AI packages by 2030.Samsung Electro-Mechanics has entered into technology agreements with Germany’s LPFK and Korea’s Chemtronics, among others, to jointly develop equipment for glass substrate manufacturing.SKC, through a joint venture with Applied Materials in the US, established the world’s first mass production factory for glass substrates in Georgia, and aims for a transition to mass production by 2027 in cooperation with global big tech companies like AMD and Amazon.

J&TC’s Market Penetration and Growth Outlook

Based on the completion of its dedicated factory, J&TC anticipates approximately 20 billion KRW in sales from the TGV glass substrate sector alone by the end of this year.In the second half of the year, it aims to establish a large-scale mass production system, including a factory in Vietnam, with the goal of achieving 1 trillion KRW in sales within three years.Experts predict that the glass substrate market will experience full-fledged growth driven by the expanding demand for high-performance semiconductors, with the global semiconductor and glass substrate market expected to grow at an average annual rate of 6.6% to reach approximately $10.85 billion by 2029.

Technical Advantages and Current Challenges

Glass substrates are gaining prominence as a next-generation packaging material due to their superior flatness and fine patterning technology compared to existing silicon and organic materials.Furthermore, they offer the advantage of improving data processing speed and power efficiency by being resistant to thermal deformation and warping.However, challenges remain primarily in securing production yield due to the inherent brittleness and fragility of glass, as well as difficulties in the manufacturing process.Therefore, a transitional period of infrastructure and process stabilization is expected to continue for at least 2 to 3 years.

Future Outlook and Global Economic Impact

The pioneering adoption of glass interposer technology is expected to significantly contribute to high-integration and high-performance implementation in AI, HPC, and communication semiconductor fields.Securing process competitiveness for domestic semiconductor companies will directly correlate with future profitability, and the proliferation of semiconductor and glass substrate-related technologies is also emerging as an important issue in the global economy.As such, it is expected that this simultaneous progression of technological innovation and market expansion will have a positive impact on the global economy as a whole.Continuous monitoring of trends, centered around SEO-optimized keywords related to semiconductors, glass substrates, AI, HPC, and the global economy, will be essential going forward.

J&TC has completed Korea’s first dedicated semiconductor glass substrate factory with a monthly production capacity of 10,000 units, igniting growth in the glass substrate market alongside Samsung Electronics’ glass interposer adoption strategy and the technological integration moves by global companies.Intel, Samsung Electro-Mechanics, SKC, and others are accelerating R&D and mass production preparations for glass substrates, with the global glass substrate market projected to grow at an average annual rate of 6.6% to reach $10.85 billion by 2029.Despite the remaining challenges in stabilizing production processes alongside its technological advantages, the future growth potential is very high due to increasing demand for AI and HPC semiconductors.

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