黄仁勋与三星集团、现代汽车会长吃炸鸡配啤酒，拿下“大单”

Core Viewpoint - The meeting between NVIDIA CEO Jensen Huang, Samsung Electronics Chairman Lee Jae-Yong, and Hyundai Motor Chairman Chung Eui-sun at a chicken restaurant in Seoul has garnered significant media attention, symbolizing a potential alliance among these major companies in the AI and technology sectors [1][2]. Group 1: Meeting Details - The dinner included three servings of fried chicken, cheese sticks, and drinks, with Huang gifting a box of NVIDIA's DGX AI computers to his counterparts, emphasizing collaboration for the future [2]. - The choice of the restaurant, "Kkanbu Chicken," which means "close friend" in Korean, suggests Huang's intention to foster a strong partnership with Samsung and Hyundai [2]. Group 2: Market Impact - The gathering led to a surge in related stocks in the South Korean market, with Kyochon F&B Co. seeing its stock price rise by 20% following the event [2]. - Cherrybro Co., a poultry processing company, hit a 30% limit-up on its stock, with trading volume reaching approximately 200 times its average [3]. Group 3: AI Infrastructure Announcement - At the APEC summit, NVIDIA announced a collaboration with the South Korean government and companies to build AI infrastructure, deploying over 260,000 NVIDIA GPUs [4]. - The South Korean government will invest in sovereign AI, deploying over 50,000 new NVIDIA GPUs across various platforms, including national AI computing centers and cloud services [4][5]. - Major companies like Samsung, SK Group, and Hyundai will establish AI factories, each incorporating over 50,000 NVIDIA GPUs to enhance their AI capabilities [5]. Group 4: NVIDIA's Market Position - NVIDIA's market capitalization surpassed $4 trillion in July, and on October 29, it briefly exceeded $5 trillion, marking it as the first company to reach this milestone [5].