Nvidia(US:NVDA) Hua Er Jie Jian Wen·2025-10-31 07:32Core Insights - Nvidia is advancing a significant AI infrastructure deployment plan in South Korea, supplying over 260,000 AI chips to major tech companies in the country [1][2] - The collaboration includes the South Korean government and major firms like Samsung, Hyundai, and SK Group, aiming to establish a sovereign AI computing infrastructure [2][3] - Nvidia's CEO Jensen Huang is promoting AI computing applications globally, enhancing product demand [1] Group 1: AI Chip Deployment - The South Korean government plans to build a "sovereign AI" infrastructure, deploying over 50,000 Nvidia AI accelerators in national data centers and facilities of companies like Kakao and Naver [2] - Samsung Electronics will establish an "AI factory" with over 50,000 Nvidia chips, while Hyundai will procure a similar number of processors for AI model development [2][3] Group 2: Industrial AI Cloud - Nvidia is collaborating with SK Group to create Asia's first "Industrial AI Cloud," focusing on robotics and AI applications in physical industries [3] Group 3: Mutual Supply Dynamics - Samsung is in discussions to supply Nvidia with its next-generation high-bandwidth memory (HBM) chips, indicating a mutually beneficial relationship [4] Group 4: Revenue Expectations - Nvidia's sales and market value have surged due to the AI boom, with the company recently becoming the first to surpass a market value of $5 trillion [6] - The company anticipates achieving cumulative data center revenue of $500 billion between 2025 and 2026, with a positive outlook on future revenue visibility [9]