Nvidia recently announced multiple AI infrastructure cooperation agreements with several major Korean tech companies, marking further expansion in its global AI infrastructure footprint.
Under the agreements, Nvidia will collaborate with NAVER and SK Telecom to build AI factory projects that will support large-scale AI training and inference services. Hyundai has deepened its cooperation with Nvidia in the robotics field, focusing on autonomous driving and industrial robot technology. Meanwhile, SK Hynix has secured a major memory supply order from Nvidia to provide support for HBM high-bandwidth memory.
During the earnings conference, Jensen Huang emphasized that current AI-related stock valuations are "very cheap" and pointed out that infrastructure expansion is the next phase of focus.
These collaborations will drive the development of the Korean AI ecosystem while impacting the global supply chain. Analysts believe this move helps Nvidia consolidate its market leadership, but it also faces geopolitical and competitive challenges.
In the future, the AI factory model may be replicated in more countries, and the integration of robotics and AI will accelerate industrial transformation.
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