英伟达在韩国部署超26万块GPU 三星、现代猛建AI工厂

Core Insights - NVIDIA announced a collaboration plan in South Korea to deploy over 260,000 GPUs, aiming to build a national AI infrastructure and "AI factory" clusters, enhancing the country's manufacturing and digital economy [1][2] - Major investments from other tech giants, including AWS and Siemens, totaling approximately $9 billion, were also announced during the APEC summit [1] Group 1: NVIDIA's AI Infrastructure in South Korea - South Korea plans to invest up to 50,000 latest NVIDIA GPUs to promote sovereign AI development, with initial deployment of 13,000 GPUs by cloud providers NAVER Cloud, NHN Cloud, and Kakao Corp [2] - The project will utilize NVIDIA's NeMo and Nemotron datasets for local data-driven model development, involving various local research institutions and companies [2][7] - The collaboration includes advancements in AI-RAN and 6G technology, with partnerships involving major telecom and research entities [2] Group 2: Key Partnerships and Investments - Samsung Electronics will establish a semiconductor AI factory with 50,000 GPUs, leveraging NVIDIA's technology to enhance chip design and production efficiency [4] - SK Group is planning a similar AI factory focused on semiconductor research and cloud applications, while SK Telecom will launch Asia's first industrial AI cloud [6] - Hyundai Motor Group is deepening its collaboration with NVIDIA, using 50,000 Blackwell GPUs for AI model training and investing approximately $3 billion to support national AI infrastructure [6][7] Group 3: Broader Global AI Strategy - NVIDIA's CEO has been actively engaging with multiple countries, signing agreements to establish AI technology centers and research collaborations in Europe, Japan, Saudi Arabia, and Vietnam [3] - The global landscape of computing power is being reshaped as countries increase their investments in AI infrastructure, with South Korea exemplifying this trend [3][7]