Nvidia expands AI ties with Hyundai, Samsung, SK, Naver

Core Insights - Nvidia's CEO Jensen Huang is visiting South Korea to strengthen partnerships with major tech companies and enhance AI infrastructure [1][2] - South Korea will acquire over 260,000 Nvidia GPUs to support AI initiatives, with significant allocations for public projects and major corporations [3] - Collaborations with Samsung, Hyundai, SK, and Naver focus on advancing AI technologies across various sectors, including manufacturing and telecommunications [4][10][12][13] Nvidia and South Korea's AI Infrastructure - Nvidia and the South Korean government announced an expanded partnership to enhance the country's AI capabilities [1] - The partnership includes securing 50,000 GPUs for public initiatives and over 200,000 GPUs for private companies [3] Collaborations with Major Korean Tech Companies - Samsung and Nvidia are developing an AI Megafactory to integrate AI into semiconductor and mobile device manufacturing [4] - Hyundai and Nvidia are focusing on autonomous mobility and smart factories, utilizing 50,000 Blackwell GPUs for AI model training [10][11] - SK Group is partnering with Nvidia to create Asia's first enterprise-led manufacturing AI cloud [12] - Naver is collaborating with Nvidia to develop a "Physical AI" platform for various industries [13][14] Broader Industry Trends - The partnerships illustrate a trend of integrating AI with hardware across industries, shaping the future of intelligent systems [15] - Nvidia's recent collaborations with various companies and government entities aim to address concerns about an AI bubble and have positively impacted its market capitalization [16]