Nvidia decided to insert a total of 260 thousand GPUs to the 4 Korean companies such as Samsung, SK Group, Hyundai Motor Company, and Naver Cloud.
Korea was able to receive the GPUs, which are lacking worldwide, as a priority. Also, there have been observations that by participating in ‘AI Infra system’, Korea’s Sovereign AI construction will speed up.Government·company, brings more than 50 thousand Blackwell…predicted as up to 14 trillion won According to industry sources on the 31st, Nvidia introduced AI initiative that included such contents for Korean infra·technology after conducting online pre-briefing for Korean media on the day before.It is a key point that Korea constructs AI infra using Nvidia’s recent GPUs Blackwell, and speeds up AI development in car·manufacturing·semiconductor·telecommunications along with digital conversion.It is observed that the reason why Nvidia chose Korea as AI infra construction’s core place is the fact that Korea can convert solid value chain like semiconductor·manufacture·telecommunication·gaming·AI startups into real companies.First of all, the government is about to support companies and industries’ AI development by setting up to 50 thousand GPUs.Moreover, Samsung, SK Group, Hyundai Motor Company will introduce a maximum of 50 thousand GPUs, and Naver Cloud will introduce 60 thousand GPUs.Nvidia said that “By the new Blackwell infra, Korea’s total AI GPUs will increase from 65 thousand to over 300 thousand”, and evaluated that “Korea was able to set the base to become global AI leader”.Nvidia plans to prioritize GPU allocation for the Korean government and Korean companies.Specifically, the GPU that will be supplied is ‘GB200 Grace Blackwell’, and is known that it will partially combine ‘RTX 6000 Series’ as well.According to the fact that in industrial estimation, GB200’s cost is about 30 to 40 thousand dollars, it is predicted that the total supplement will cost about 10 to 14 trillion dollars.Samsung, intelligentization in semiconductor production…government·Hyundai investment in ‘physical AI’The government and 4 industries not only focus on GPUs but also step ahead in constructing ‘AI Factories’ using Nvidia’s various platforms.AI Factory is Nvidia’s term that indicates place producing Intelligence, unlike other normal datacenters.Nvidia’s mindset is that if electricity moved the past industrialization forward, AI Factory will start the new industrialization of nowadays.Nvidia, which declared its evolution as a mere chip production company to AI infra company, is currently backing up various Sovereign AI implementations, and with these collaboration, Korea’s Sovereign AI construction speed will increase.Samsung starts an AI based manufacturing revolution by building a ‘semiconductor AI Factory’ which consists of 50 thousand GPUs, with Nvidia.SK Group also constructs AI Factory using the Nvidia GPU. This factory sets the goal as studying and producing semiconductor and infra development, and throughout these acts, this company will speed AI agent development with digital twins.Hyundai constructs Blackwell AI Factory to operate ‘AI based mobility’ with Nvidia. This AI factory consisting of 50 thousand Blackwell GPU is for training massive models in self-driving cars, smart factory, and robotics field, and is predicted that Hyundai’s AI transformation will receive enough boost.▶원문 기사: 엔비디아, 韓에 GPU 26만장 푼다…'AI 산업혁명' 무대로 낙점 (이코노미스트, 2025. 10. 31)
◆이코노미스트가 글로벌 차세대 경제 리더, 청소년 기자단 영 저널리스트와 함께합니다. 영 저널리스트 기자단은 프리미엄 경제지 이코노미스트, 논술 전문 기관 Ni 에듀케이션과 함께 주요 시사 이슈를 팔로우업하고 직접 기획, 취재, 기사 작성 활동을 하며 사회적 문제를 고심하고 해결 방안을 제시하는 과정을 경험하게 됩니다. 이번 기사는 영 저널리스트 기자단이 이코노미스트 기사를 영문으로 번역하며 이슈를 팔로우업한 기사입니다. 차세대 글로벌 경제 리더, <영 저널리스트 with 이코노미스트> 영문 기사는 매주 연재됩니다.