Nvidia's expansion in South Korea is driven by the country's push for AI sovereignty, aiming to develop its own domestic AI infrastructure and models. This is part of a broader trend where nations seek technological independence in AI.
Samsung will use 50,000 Nvidia GPUs to automate chip manufacturing, enhancing its capabilities in mobile devices and robotics. Nvidia will also work with Samsung to tweak its fourth-generation HBM memory for use in AI chips, resulting in 20 times better performance.
SK Group and Hyundai are building separate AI factories, each deploying 50,000 GPUs. Hyundai will use these GPUs to accelerate its autonomous driving and robotics efforts. NAVER Cloud is expanding its AI infrastructure with 60,000 GPUs, supporting the Korean government's initiatives.
The Korean government's investment in Nvidia chips will support the development of sovereign AI models and enhance its national AI computing capabilities. This move aligns with Nvidia's strategy to expand its international business and offset the impact of reduced business in China due to trade conflicts.