Seoul shares tumble over 4% on tech losses amid lingering AI concerns

Global Market: South Korean shares slip nearly 2% as AI spending worries overshadow softer inflation

South Korea's KOSPI fell 1.9% despite inflation hitting 2.8%, pressured by semiconductor declines and doubts over AI data center capex sustainability. The sell-off signals caution on AI infrastructure spending—key signal for CTOs reassessing budget priorities and technology portfolio risk.