Nvidia CEO Jensen Huang Talks Investing in South Korea's AI Boom

NVIDIA CEO Jensen Huang outlines the company’s strategic expansion in South Korea, emphasizing massive partnerships with SK Group and Naver to secure essential high-bandwidth memory (HBM) and scale AI infrastructure. The semiconductor industry faces a fundamental shift as computing transitions from human-centric use to supporting billions of AI agents and robots, requiring a tenfold increase in capacity over the next decade. Despite current supply chain constraints in power, land, and memory, the industry must prioritize a distributed, open-model ecosystem to ensure security, innovation, and technological sovereignty. While closed models offer efficiency for general tasks, open-weighted models provide the necessary control for specialized, regulated, and self-defensive applications. This dual approach to AI development is essential for navigating the complex, resource-constrained future of global AI deployment.