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Nvidia Deepens AI Ties in South Korea

Nvidia is expanding its footprint in South Korea by partnering with the government and local tech giants to build gigawatt-scale AI infrastructure, followed by establishing a new AI tech center at Seoul National University.

2026-07-25 ~ 2026-07-26 · 2 episodes · 11 posts

Episode 1 · NVIDIA and Korea Advance Gigawatt-Scale AI Infrastructure Partnership (2026-07-25, 9 posts)

NVIDIA is deepening comprehensive AI cooperation with the South Korean government and local tech giants like SK Group and NAVER to build gigawatt-level AI factories and national computing infrastructure. The strategic partnership is projected to exceed $500 billion in total value, aiming to establish South Korea as a key hub in the global AI supply chain.

Confirmed

  • High-level Engagement: NVIDIA CEO Jensen Huang met with South Korean President Lee Jae-myung before the San Francisco AI Summit to discuss deepening cooperation. Executives from NVIDIA, OpenAI, Anthropic, Broadcom, Samsung, SK, Hyundai, and NAVER gathered at the summit to discuss strategic partnerships.
  • Scale and Scope: The AI initiative between NVIDIA and SK Group is valued at over $500 billion. Huang noted that this figure includes NVIDIA's procurement of memory chips from SK and SK Group's investment in NVIDIA supercomputers.
  • Infrastructure and Ecosystem: NVIDIA is collaborating with NAVER and Brookfield to expand South Korea's national AI factory footprint. The national projects will focus on three main areas: semiconductors, Physical AI and robotics, and AI data centers.

Why it matters

South Korea is attempting to deeply integrate its top-tier semiconductor manufacturing capabilities with international AI innovation and capital. As Dennis Hong pointed out, combining Korea's technological ecosystem and manufacturing prowess with US innovation and venture capital could jointly shape the future of AI. This move not only solidifies NVIDIA's core position in global computing infrastructure but also signals South Korea's comprehensive bet on AI infrastructure to secure a competitive edge in the intelligent era.

Episode 2 · NVIDIA Partners with Seoul National University to Launch AI Tech Center (2026-07-26, 2 posts)

NVIDIA announced the establishment of an AI Technology Center at Seoul National University (SNU). CEO Jensen Huang highlighted SNU as the central hub for South Korea's next wave of AI development.