Nvidia(US:NVDA) 智通财经网·2025-10-31 11:50Core Insights - Nvidia has announced partnerships with Samsung Electronics, SK Group, and Hyundai Motor Group to advance AI factory construction in South Korea, supplying over 260,000 accelerated chips for AI projects [1][6] Group 1: Samsung Electronics - Nvidia will collaborate with Samsung to build a next-generation AI factory, integrating smart computing with chip manufacturing, featuring over 50,000 Nvidia GPUs [2] - Samsung is in close discussions with Nvidia regarding the supply of next-generation high-bandwidth memory chips (HBM4), with plans to launch the new chip next year [2] - The partnership has a 25-year history, with significant milestones including the first commercial HBM chip and the latest HBM3E and HBM4 supply collaboration [2] - Samsung is utilizing Nvidia's Omniverse platform to create digital twin systems for global wafer fabs, enhancing predictive maintenance and operational optimization [3] Group 2: SK Group - Nvidia is partnering with SK Group to establish an AI factory aimed at semiconductor R&D and cloud infrastructure development, with over 50,000 Nvidia GPUs planned for the facility [4] - The first phase of the AI factory is expected to be completed by the end of 2027, providing GPU-as-a-service to SK Hynix and other subsidiaries [4] - SK Telecom plans to deploy an industrial AI cloud platform in Asia, featuring over 2,000 Nvidia RTX PRO 6000 Blackwell GPUs to support semiconductor manufacturing and digital twin applications [4] Group 3: Hyundai Motor Group - Nvidia and Hyundai will collaborate on an AI factory based on the new Blackwell architecture, focusing on autonomous vehicles and smart factory innovations, deploying 50,000 Nvidia Blackwell GPUs [5] - The total investment for advancing physical AI development in South Korea is approximately $3 billion, in response to the government's initiative [5][6] - Hyundai is exploring the use of Nvidia's Omniverse and Cosmos platforms to develop digital twins for automotive factories and robotic systems [6]