Chinese AI Dominates Korea's Korean-Language Benchmark as Domestic Models Fall Behind

*Editor's Note: 'AI PRISM' (Personalized Report & Insight Summarizing Media) is an 'AI-based customized news recommendation and summarization service' developed with support from the Korea Press Foundation. It selects and provides six tailored news stories for each reader type.

1. Customer Exodus Rumors Proved Wrong… Anthropic's Revenue Triples in Three Months

- Key Summary: Anthropic announced that its run-rate revenue — a metric that annualizes revenue from a specific period — surpassed $30 billion (approximately 45.25 trillion won) as of last month. Revenue surged more than threefold in three months from approximately $9 billion at the end of last year, and the number of enterprise clients doubled from 500 in February to more than 1,000 currently. Anthropic also signed a long-term TPU (Tensor Processing Unit) supply agreement with Broadcom and Google to expand AI computing infrastructure to 3.5 GW (gigawatts), and is pursuing a $1 billion joint venture with private equity firms including General Atlantic and Blackstone. With a break-even point projected for 2028, Anthropic is recording faster revenue growth than OpenAI, reshaping the competitive landscape of the AI initial public offering (IPO) market.

2. Even in Korean-Language Evaluation… China's Qwen Overtakes All

- Key Summary: Alibaba's Qwen 3.5 and its fine-tuned versions swept ranks one through four on the K-AI Leaderboard, managed by the National Information Society Agency (NIA) under the Ministry of Science and ICT (MSIT). The leaderboard is Korea's only government-certified AI performance evaluation system, combining benchmarks including CLIcK that measure cultural and linguistic understanding of Korean. Major Korean companies including LG (003550) AI Research Institute, SK Telecom (017670), Naver, and KT (030200) were pushed out of the top ranks by the Chinese AI. Alibaba is targeting domestic corporate partnerships with a full-stack strategy combining cloud and AI services, and is also pursuing the establishment of its third data center in Korea this year. Experts point out that from a Sovereign AI perspective — AI independently operated by a nation using its own language and data — the advancement of domestic AI foundation models is urgent.

3. The AX 2.0 Era: From Developer to AI Architect

- Key Summary: Agentic AI coders — AI that autonomously plans, executes, and revises — such as Claude Code are emerging in rapid succession, evolving AI into a development partner that handles everything from code modification to testing. This has elevated the importance of 'AI architects' who go beyond simple development to create new value by connecting AI agents, field data, and business operations. In Silicon Valley, top talent is receiving exceptional compensation packages exceeding 1 billion won. Cultivating 'π-shaped talent' — professionals with fundamentals in computer science, understanding of industrial operations, and the ability to connect technology with business models — has emerged as a key challenge. Additionally, the Ministry of Science and ICT and the Institute of Information & Communications Technology Planning & Evaluation (IITP) plan to select a total of 20 'AI-centered universities' and 'AX graduate schools' this year to support AI talent innovation through industry-academia collaboration.

4. POSCO Group Accelerates 'AX,' Invests 7 Billion Won in Robotics Automation Firm

- Key Summary: POSCO Group invested a total of 7 billion won in Brils, a robotics automation solutions company holding approximately 110 related patents, comprising 5 billion won from the POSCO Holdings (005490.KS) strategic fund and 2 billion won from the POSCO corporate venture capital (CVC) fund. POSCO Group will combine its manufacturing know-how with Brils' robot design and control capabilities to jointly develop an 'intelligent factory' based on human-AI-robot collaboration. Previously, POSCO Group had invested a total of 19 billion won across five robotics startups including Aidin Robotics, Tesolo, Neuromeka (348340.KQ), and Persona AI, and additionally deployed 3 billion won into AI semiconductor startup Mobilint. Brils has been recognized for its technology at major corporate production sites including Hyundai Motor and SK Ecoplant, and is pursuing a KOSDAQ listing within the year.

5. Samsung SDS to Build 'AI Agent' System for Woori Bank

- Key Summary: Samsung SDS has been selected as the preferred bidder for Woori Bank's 'AI Agent Banking' project to build more than 175 AI agents. Woori Bank plans to deploy AI agents across 29 core tasks in five areas — customer relationship management, corporate lending, asset management, internal controls, customer consultation, and business automation — and redesign existing workflows around AI agents to improve processing speed by approximately 30%. Samsung SDS will begin the project in May this year based on its proprietary AI platform 'Fabrix,' rolling out approximately 90 agents first by December and expanding sequentially through August next year. Ok Il-jin, executive vice president of Woori Bank's AX Innovation Group, emphasized that the project is "an important turning point in transitioning from AI that asks and answers to AI that works and solves."

6. "Automatically Raising P2P Investment Limits"… DailyFunding Develops One-Stop Limit Review System

- Key Summary: DailyFunding introduced a 'one-stop limit review system' that automatically raises investment limits for users of online investment-linked finance (P2P — a platform for direct financial intermediation between individuals). Previously, even investors qualified as income-eligible or professional investors had to submit documents directly to each platform and undergo annual re-reviews. The new system allows investors whose invested amount exceeds 90% of their limit to complete a simple authentication, after which DailyFunding automatically scrapes documents and processes the category change. DailyFunding sees this system as a cornerstone for expanding inclusive and productive finance, and plans to enhance investor portfolio flexibility to develop niche financial products and build a virtuous 'investment-growth' cycle ecosystem in the online investment industry.