Nvidia(US:NVDA) 智通财经网·2025-11-04 04:40Core Insights - South Korean President Lee Jae-myung emphasizes the central role of artificial intelligence (AI) in the government's economic vision, aiming for comprehensive integration of AI across core industries, public services, and defense [1][2] - Major South Korean conglomerates, including Samsung and Hyundai, are collaborating with NVIDIA to establish AI factories, significantly boosting the domestic AI infrastructure [1][4] - The KOSPI index has seen substantial gains, with a monthly increase of over 20% in October, driven by the positive sentiment surrounding AI investments [1] Government Initiatives - The South Korean government plans to increase AI investment to 10.1 trillion KRW (approximately 7 billion USD), more than tripling the current investment level, as part of a broader budget proposal of 728 trillion KRW [2] - AI is identified as a foundational technology for key sectors such as humanoid robotics, autonomous vehicles, and semiconductors, with a focus on integrating real-time data with the manufacturing base [2] - The government aims to enhance the national computing power system and develop a larger talent pool in AI technology [2] Defense Spending - The defense budget is set to increase by 8.2% to 66.3 trillion KRW, with a focus on upgrading conventional weapons and introducing AI-driven military systems [3] - The military spending will account for 2.4% of the GDP, reflecting a commitment to national pride in self-defense capabilities [3] Corporate Collaborations - NVIDIA is partnering with Samsung, SK Group, and Hyundai to build AI factories, with plans to supply over 260,000 high-performance AI GPUs for these projects [4][5] - Samsung's AI factory will feature more than 50,000 NVIDIA GPUs, and discussions are ongoing regarding the supply of next-generation high-bandwidth memory chips [5] - The collaboration with SK Group aims to enhance semiconductor R&D and cloud infrastructure, with the first phase of the AI factory expected to be completed by the end of 2027 [5] - The partnership with Hyundai focuses on developing AI capabilities for autonomous vehicles and smart factories, deploying 50,000 NVIDIA GPUs for integrated AI model training and deployment [6]