Nvidia(US:NVDA) 券商中国·2025-10-31 09:08Core Viewpoint - Nvidia plans to deploy up to 260,000 GPUs in South Korea, collaborating with the government and major companies like Samsung, SK Group, and Hyundai to establish a large-scale AI factory, reflecting South Korea's strategic ambition in the AI sector [1][2]. Group 1: Nvidia's AI Initiative - Nvidia's CEO Jensen Huang announced a significant agreement to provide technology to key South Korean companies, marking a milestone in the company's global AI infrastructure expansion [2]. - The South Korean government will deploy 50,000 Nvidia GPUs to support the creation of a "sovereign AI" platform aimed at training large language models optimized for Korean language and industry applications [5]. - The total deployment of 260,000 GPUs will increase South Korea's AI GPU capacity from approximately 65,000 to over 300,000, positioning it as one of the largest AI computing centers outside the U.S. [5]. Group 2: Impact on South Korean Companies - Samsung Electronics will build an "AI factory" housing over 50,000 Nvidia chips, while Hyundai will use a similar number of processors for developing AI models and advancing manufacturing and autonomous driving technologies [5][6]. - SK Group will establish Asia's first "industrial AI cloud" platform with over 50,000 Nvidia GPUs, enhancing robotics and other real-world AI applications [6]. - Naver Cloud will deploy around 60,000 GPUs, collaborating with Nvidia and other partners to develop large language models [6]. Group 3: Financial Performance of South Korean Companies - Samsung Electronics reported a third-quarter revenue of 86.1 trillion KRW, a year-on-year increase of 8.85%, with operating profit reaching 12.2 trillion KRW, a significant 160% quarter-on-quarter increase [7]. - The chip business, a core profit source for Samsung, saw a 19% sales increase in the third quarter, with operating profit from this segment rising 80% compared to the previous quarter [7]. - SK Hynix also reported a record operating profit of 11.4 trillion KRW (approximately 8 billion USD) in the third quarter, indicating strong demand driven by AI infrastructure investments [8].