Nvidia CEO Jensen Huang on the AI Boom in South Korea

Watch on YouTube ↗  |  July 25, 2026 at 01:18  |  13:46  |  Bloomberg Markets
Speakers
Jensen Huang — CEO, NVIDIA

Summary

Nvidia CEO Jensen Huang discusses the AI boom in South Korea, highlighting multi-billion dollar partnerships with SK Group and Naver. He describes South Korea's golden age in AI infrastructure, massive growth in semiconductor demand, and memory supply constraints. Huang also addresses the importance of open AI models for security and innovation.

  • Jensen Huang announces a $500bn partnership with SK Group covering memory purchases and supercomputer sales.
  • Nvidia invests $1bn in Naver to help scale its AI cloud to 200MW.
  • Huang calls this the 'golden ages for Korea' due to booming semiconductor and AI industries.
  • The semiconductor industry is predicted to grow 10x in the next decade due to AI agents and robots.
  • HBM memory is supply-constrained, with Nvidia having large purchase agreements with SK Hynix.
  • SK Telecom is becoming a major AI cloud provider, buying Nvidia supercomputers.
  • Huang advocates for open AI models, saying they are crucial for security, innovation, and self-defense, countering claims they are unsafe.
Ideas
Jensen Huang CEO, NVIDIA 0:15
Korea's golden age for AI infrastructure.
Jensen Huang declares this is the golden ages for Korea, citing booming semiconductor and industrial businesses, the country's ability to help the world build AI infrastructure, rapid adoption of new technologies, and wide diffusion of AI throughout society. He announces multiple partnerships and investments, indicating strong economic momentum.
EWY MED
Jensen Huang CEO, NVIDIA 0:47
Nvidia's massive $500bn deal with SK Group.
Nvidia is executing a massive partnership with SK Group worth over $500 billion, comprising memory purchases and supercomputer sales, and is investing $1 billion in Naver's cloud expansion, underscoring enormous revenue growth from AI infrastructure build-out.
NVDA HIGH
Jensen Huang CEO, NVIDIA 0:54
SK Hynix benefits from Nvidia's memory purchases.
Nvidia has large purchase agreements and intentions with SK Hynix, part of a $500bn partnership with SK Group. HBM and other memories are supply-constrained, and Nvidia will be buying memories for many years to support $1 trillion worth of AI systems, creating massive and sustained demand for SK Hynix.
000660.KS HIGH
Jensen Huang CEO, NVIDIA 1:12
Nvidia investing $1bn in Naver AI cloud.
Nvidia is investing $1 billion in Naver, Korea's leading cloud, to help scale up its AI cloud to 200MW, signaling strong growth prospects for Naver's cloud business and its role in the Korean AI ecosystem.
035420.KS HIGH
Jensen Huang CEO, NVIDIA 2:59
Semiconductor industry to grow 10x this decade.
The semiconductor industry will need to be ten times larger than it is today over the next decade because computers will be used not only by people but by billions of AI agents and robots, driving exponential demand for chips and the entire supply chain.
SMH HIGH
Jensen Huang CEO, NVIDIA 4:53
SK Telecom becomes major AI cloud provider.
SK Telecom is becoming an AI cloud provider, with plans to build up to two gigawatts of capacity, and will purchase Nvidia supercomputers as part of the broad partnership, positioning it as a major beneficiary of AI infrastructure deployment.
017670.KS MED
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This Bloomberg Markets video, published July 25, 2026, features Jensen Huang discussing EWY, NVDA, 000660.KS, 035420.KS, SMH, 017670.KS. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jensen Huang  · Tickers: EWY, NVDA, 000660.KS, 035420.KS, SMH, 017670.KS