Overview
- Nvidia will deliver more than 260,000 Blackwell GPUs to South Korea, with about 50,000 each for Samsung, SK Group and Hyundai, roughly 60,000 for Naver, and over 50,000 for government AI infrastructure.
- Samsung announced an AI Megafactory built on around 50,000 GPUs to automate chip manufacturing using Nvidia’s Omniverse and GPU‑accelerated lithography.
- Hyundai, Nvidia and the South Korean government signed a trilateral MOU for roughly $3 billion to develop a national physical‑AI cluster, including a supercomputer plus application and technology centers.
- Public deployments include the National AI Computing Center and collaborations with Naver, Kakao and NHN Cloud, while SK Group plans an enterprise‑led industrial AI cloud using Blackwell‑based systems.
- The scale is expected to lift demand for advanced HBM memory from Samsung and SK hynix, with U.S. restrictions on top‑end chip exports to China still in force and any policy change described by Jensen Huang as a U.S. decision.