Nvidia(US:NVDA) 第一财经·2025-10-31 09:35Core Viewpoint - Nvidia is significantly expanding its GPU deployment in South Korea, collaborating with the government and local companies to build AI infrastructure and ecosystems, which includes over 260,000 GPUs for various applications [1][3]. Group 1: Nvidia's Collaborations and Deployments - Nvidia announced a partnership with the South Korean government and companies to deploy over 260,000 GPUs for AI infrastructure [1][3]. - The South Korean government will invest in sovereign AI, deploying over 50,000 new Nvidia GPUs at national AI computing centers and local cloud service providers [5]. - Major companies like Samsung, SK Group, and Hyundai will each build AI factories with over 50,000 Nvidia GPUs to enhance AI capabilities in manufacturing and autonomous driving [5][6]. Group 2: Additional Collaborations and Projects - SK Group will establish Asia's first industrial AI cloud using Nvidia's RTX PRO 6000 Blackwell Server Edition GPUs for physical AI and robotics workloads [6]. - Nvidia is collaborating with Samsung to develop digital twins and improve semiconductor manufacturing processes, as well as working on HBM4 technology [6]. - The South Korean Ministry of Science and ICT is advancing a sovereign AI foundational model project in collaboration with Nvidia [6]. Group 3: Nvidia's Global Strategy and Market Performance - Nvidia views sovereign AI as a crucial growth opportunity, having initiated similar projects in Europe, including the establishment of AI labs and factories [7]. - Nvidia's market capitalization surpassed $4 trillion earlier this year, and on October 29, it briefly exceeded $5 trillion, marking it as the first company to reach this milestone [7].