他们点了三份炸鸡、芝士条和三杯生啤，黄仁勋喝了隔壁桌的烧酒配啤酒。 用餐期间，黄仁勋向李在镕和郑义宣赠送了印有英伟达DGX字样的礼盒，这是英伟达的小型人工智能电 脑。礼盒上附有黄仁勋手写的卡片，上面写着："致我们的合作和世界的未来！" 本文转载自每日经济新闻 值班编辑 ｜ 江江 视觉 | 顾芗 周四（10月30日）晚间，英伟达首席执行官黄仁勋与三星电子会长李在镕、现代汽车会长郑义宣，在首 尔一家名为 "Kkanbu Chicken" 的炸鸡店共饮啤酒，吃炸鸡，引发媒体和公众的热烈关注。 据潇湘晨报援引韩联社消息，黄仁勋10月30日为出席亚太经合组织（APEC）峰会访韩，并与三星电子 会长李在镕、现代汽车集团会长郑义宣在首尔一家炸鸡店共进晚餐。 00:00 / 00:00 倍速 ，， 首先，韩国政府通过相关部门投资主权AI，涉及部署超5万块新的英伟达GPU。主权AI是指一个国家利 用自己的基础设施、数据、劳动力和商业网络建造AI的能力。这些超5万块的GPU将部署在韩国国家AI 炸鸡配啤酒的饮食搭配在韩国很受欢迎，被称为"炸鸡啤酒"（Chi-maek）。据悉，此次聚餐地点由黄仁 勋选定，他希望亲身体验韩国的炸鸡啤 ...

Group 1: Nvidia's Market Milestone - Nvidia's market capitalization surpassed $5 trillion, making it the first company to achieve this milestone, driven by increased investments in the global AI industry [4][5][7] - The increase in Nvidia's valuation from $3 trillion to $4 trillion took 410 days, while the jump to $5 trillion occurred in just 113 days [7] - The overall enthusiasm for AI has significantly contributed to the rise in stock prices across the US market since October 2022 [7] Group 2: Financial Pressures on Tech Giants - Despite strong revenue growth, the "Magnificent Seven" tech companies are experiencing a decline in available cash, as indicated by the rising ratio of capital expenditure to operating cash flow [9][13] - The capital expenditure of major tech firms is projected to reach unprecedented levels, with companies like Google and Meta significantly increasing their spending forecasts [8][9] - Harris Kupperman from Praetorian Capital highlighted that the AI industry requires approximately $1 trillion in revenue to break even, while current monthly revenues are just over $10 billion, suggesting a payback period of about 83 years [5][19] Group 3: Financing Strategies and Risks - Major tech companies are increasingly resorting to external financing methods, including equity, bonds, and private credit, to support their capital expenditures [13][14] - Meta is reportedly preparing to issue $25 billion in bonds to fund data center construction, which has raised concerns about the sustainability of such financing strategies [13][14] - The shift from relying on internal cash flow to seeking external funding could pose risks to the AI industry's future development [17] Group 4: Broader Economic Context - The US government has been in a state of shutdown for over a month, affecting food assistance programs for approximately 42 million Americans [21][23] - The upcoming vote on Elon Musk's $1 trillion compensation plan for Tesla has garnered significant attention, with major shareholders expressing opposition [25][27] - The KOSPI index in South Korea has surged 71% this year, driven by strong performances from key companies like Samsung and SK Hynix [40][42][43]

2025.10. 31 本文字数：1394，阅读时长大约3分钟 作者 | 第一财经 郑栩彤 英伟达正在保障更多GPU出货。 9月宣布投资OpenAI，并与OpenAI合作部署包含数百万块英伟达GPU的数据中心后，英伟达在主权AI领域谈下 了新的合作。北京时间10月31日，英伟达在韩国举办的APEC（亚太经合组织）峰会上宣布与韩国政府和韩国企 业合作构建AI基础设施和生态系统，涉及为物理AI和代理（agentic）AI部署超26万块英伟达GPU。 此前一天，英伟达CEO黄仁勋就被拍到与三星电子会长李在镕、现代汽车会长郑义宣在首尔一家名为"Kkanbu Chicken"的炸鸡店共饮啤酒、吃炸鸡，还吃了奶酪球和奶酪棒，这家店的名字有密友的意思。 用餐期间，黄仁勋向李在镕和郑义宣赠送了印有英伟达DGX的礼盒。此外，还有消息称黄仁勋将在APEC峰会上 与韩国总统李在明会面。这些消息引发了市场上关于英伟达在韩国达成新AI芯片供应合同的猜测。 这家店有"密友"的意思 今日答案揭晓，合作涉及的超26万块GPU将分为几部分部署。首先，韩国政府通过相关部门投资主权AI，涉及部 署超5万块新的英伟达GPU。主权AI是指一个国家利用 ...

三星电子、SK集团、现代汽车集团将分别建设包含超5万块英伟达GPU的AI工厂。 英伟达正在保障更多GPU出货。 9月宣布投资OpenAI，并与OpenAI合作部署包含数百万块英伟达GPU的数据中心后，英伟达在主权AI领域谈下了新的合作。北京时间10月31日，英伟达在韩 国举办的APEC（亚太经合组织）峰会上宣布与韩国政府和韩国企业合作构建AI基础设施和生态系统，涉及为物理AI和代理（agentic）AI部署超26万块英伟 达GPU。 此前一天，英伟达CEO黄仁勋就被拍到与三星电子会长李在镕、现代汽车会长郑义宣在首尔一家名为"Kkanbu Chicken"的炸鸡店共饮啤酒、吃炸鸡，还吃了 奶酪球和奶酪棒，这家店的名字有密友的意思。 用餐期间，黄仁勋向李在镕和郑义宣赠送了印有英伟达DGX的礼盒。此外，还有消息称黄仁勋将在APEC峰会上与韩国总统李在明会面。这些消息引发了市 场上关于英伟达在韩国达成新AI芯片供应合同的猜测。 今日答案揭晓，合作涉及的超26万块GPU将分为几部分部署。首先，韩国政府通过相关部门投资主权AI，涉及部署超5万块新的英伟达GPU。主权AI是指一 个国家利用自己的基础设施、数据、劳动力和商业 ...

Core Insights - The dinner hosted by NVIDIA CEO Jensen Huang in Seoul sparked a "meme frenzy" in the South Korean stock market, with related stocks soaring by up to 30% [1][3] - Huang's visit aimed to strengthen NVIDIA's strategic presence in South Korea, coinciding with agreements to supply over 260,000 AI chips for local projects [3][10] Group 1: Market Reactions - Kyochon F&B Co., a competitor of Kkanbu Chicken, saw its stock price surge by 20% following the dinner, while Cherrybro Co., a poultry processor, hit a 30% daily limit up with trading volume approximately 200 times the average [3][13] - Neuromeka Co., a company producing chicken-frying robots, also experienced a significant stock price increase [3][15] - The event highlighted the unique impact of viral trends on the South Korean stock market, particularly on small-cap stocks [3][16] Group 2: Strategic Partnerships - NVIDIA's agreements with Samsung Electronics, Hyundai Group, and SK Hynix involve supplying over 260,000 AI chips to kickstart AI initiatives in South Korea [3][10] - The South Korean government plans to establish a "sovereign AI" infrastructure, deploying over 50,000 of NVIDIA's latest AI accelerators in data centers [10] - Huang's interactions during the dinner, including gifting NVIDIA-branded items, underscored the importance of building relationships with key local partners [4][10]