Nvidia(US:NVDA) Di Yi Cai Jing·2025-10-31 09:13Core Insights - Nvidia is collaborating with the South Korean government and major companies to build AI infrastructure, deploying over 260,000 GPUs for sovereign AI initiatives [1][3] - The partnership includes significant investments from Samsung, SK Group, and Hyundai Motor Group, each establishing AI factories with more than 50,000 Nvidia GPUs [3][4] - Nvidia's market capitalization reached $5.13 trillion, making it the first company to surpass this milestone [6] Group 1: AI Infrastructure Development - The South Korean government will invest in sovereign AI, deploying over 50,000 new Nvidia GPUs at national AI computing centers and cloud service providers [3] - Samsung, SK Group, and Hyundai will each build AI factories with over 50,000 Nvidia GPUs to enhance AI capabilities in various sectors [3][4] - The deployment of over 200,000 GPUs aims to expand South Korea's AI infrastructure [3] Group 2: Collaborative Projects - SK Group is developing Asia's first industrial AI cloud using Nvidia RTX PRO 6000 GPUs for physical AI and robotics workloads [4] - Samsung will utilize Nvidia technology to create digital twins, improving semiconductor manufacturing processes and advancing home robotics [5] - The Korean Ministry of Science and ICT is promoting a sovereign AI foundational model project in collaboration with Nvidia [5] Group 3: Global Expansion and Market Impact - Nvidia is actively pursuing sovereign AI projects globally, with plans for AI labs and factories in Europe, aiming to increase AI computing power significantly [5] - The company's stock price saw a significant increase, reflecting its strong market position and investor confidence [6]