Overview
- South Korea will deploy more than 260,000 Blackwell GPUs across sovereign clouds and industrial AI facilities following Jensen Huang’s APEC announcement in Gyeongju.
- Samsung, SK Group and Hyundai plan GPU megacenters of up to 50,000 units each, while Naver Cloud targets over 60,000 additional GPUs for its platforms.
- The Ministry of Science and ICT will dedicate 50,000 GPUs to a sovereign Korean‑language LLM initiative involving LG AI Research, SK Telecom, Naver Cloud, NC AI and Upstage.
- Nvidia’s market capitalization hit roughly $5 trillion on October 29 and has eased to about $4.94 trillion, a valuation larger than the GDP of many countries including Mexico.
- Ecosystem build‑out continues with the Solstice supercomputer planned at 100,000 Blackwell GPUs with Oracle and the U.S. Department of Energy, alongside a U.S. manufacturing milestone for Blackwell wafers in Arizona.