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Nvidia Confirms 260,000‑GPU Push in Korea as Sovereign AI Program Launches

Nvidia pairs a Korean‑language tribute with a plan to widen access through local clouds.

Overview

  • The company said up to 50,000 of its latest chips will be offered via NHN Cloud, Kakao and Naver Cloud, starting with about 13,000 Blackwell GPUs.
  • Samsung Electronics, SK Group and Hyundai Motor Group are preparing facilities of up to 50,000 GPUs each, while Naver targets more than 60,000.
  • Nvidia’s three‑minute video, narrated in Korean using an AI recreation of Jensen Huang’s voice, praises Korea’s industrial and cultural rise and signals deeper partnership.
  • Analysts caution that operating such fleets hinges on electricity, citing delayed license decisions for the Kori‑2 reactor, ten other reactors awaiting extensions, and local resistance to new transmission lines in Haenam.
  • Estimated procurement outlays approach 15 trillion won, based on published rack‑pricing assumptions by local media, with startup access and workforce training also included in Nvidia’s program.