Overview
- Nvidia said it has delivered 260,000 Blackwell GPUs to Korean companies including Samsung Electronics, Hyundai Motor, and SK Hynix.
- Jensen Huang praised South Korea’s memory industry and called for faster AI infrastructure build‑out to boost a domestic AI ecosystem.
- Samsung reported that 2026 HBM capacity is already reserved and said it is considering expanding dedicated HBM production lines.
- Samsung noted HBM3E sales are expanding to all customers, a move widely interpreted by industry observers as signaling supply to Nvidia.
- Samsung, SK Hynix, and Micron are preparing HBM4 for launch next year, which industry reports expect to support Nvidia’s Rubin platform.