Overview
- Allocations include more than 50,000 chips for government use, up to 50,000 each for Samsung, SK Group and Hyundai, and 60,000 for Naver, with pricing and delivery schedules not disclosed.
- Samsung will deploy about 50,000 GPUs for an AI Megafactory to automate chip production using Nvidia Omniverse and GPU-accelerated computational lithography.
- Hyundai, Nvidia and the South Korean government signed an MOU to invest roughly $3 billion in a national physical AI cluster covering technology, application and data centers.
- SK Group plans to use a similar GPU count and launch an industrial AI cloud based on Blackwell, while government chips will bolster the National AI Computing Center with support from firms including Naver and Kakao.
- The scale implies roughly 2.08 million HBM units for the GPUs, a boost for Samsung and SK hynix, as U.S. export controls continue to constrain advanced chip sales to China.