Overview
- At the APEC business summit in Gyeongju, CEO Jensen Huang announced a confirmed plan to deploy more than 260,000 Blackwell GPUs across South Korea’s sovereign clouds and industrial AI facilities.
- Samsung, SK Group and Hyundai will each build computing centers of up to 50,000 GPUs, Naver Cloud will add more than 60,000, and the Ministry of Science and ICT will allocate 50,000 for a Korean‑language sovereign LLM program.
- Nvidia’s market capitalization has surpassed $5 trillion after a three‑month rise from $4 trillion, with investors reacting to Blackwell demand and a widening network of partnerships.
- Nvidia and TSMC reported the first Blackwell wafer produced in the United States, in Arizona, signaling early steps toward partial reshoring of advanced chip manufacturing.
- The company is also supporting major research infrastructure, including Solstice with Oracle and the U.S. Department of Energy, a planned supercomputer expected to use 100,000 Blackwell GPUs.