deep-analysis
The Reality of the 'Gift' Jensen Huang Brought to South Korea: Strategic Implications of HBM Demand, AI Infrastructure, and Robot Cooperation
Jensen Huang, who visited South Korea again after 7 months, unveiled a three-way cooperation card involving HBM, AI infrastructure, and robotics. Ranging from the supply of 260,000 GPUs to recruitment for an R&D center, South Korea is put to the test of moving beyond a 'parts supplier' to become an 'AI co-designer.'
Jensen Huang, who visited South Korea again after 7 months, unveiled a three-way cooperation card involving HBM, AI infrastructure, and robotics. Ranging from the supply of 260,000 GPUs to recruitment for an R&D center, South Korea is put to the test of moving beyond a 'parts supplier' to become an 'AI co-designer.'
Why Jensen Huang Is Back in South Korea Now Why Jensen Huang Is Back in South Korea Now HBM, AI infrastructure, and robotics... South Korea emerges as the heart of NVIDIA's supply chain. On June 5, 2026, NVIDIA CEO Jensen Huang set foot in South Korea once again, roughly seven months after his previous visit. This return comes about half a year after he announced plans to strengthen the 'AI alliance' and supply 260,000 next-generation graphics processing units (GPUs), which was timed with the Asia-Pacific Economic Cooperation (APEC) summit held in Gyeongju in late October of last year. While officially framed around client and partner visits and investment discussions, this schedule is interpreted by many as a signal of how NVIDIA is positioning South Korea right at the center of its global strategy realignment. Analysts note that it is no coincidence the chief of the world's top AI acce…