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Last updated : 27/04/2026 - 13h35
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NVIDIA Collaborates with South Korea to Develop AI Infrastructure

NVIDIA announces a collaboration with the South Korean government and industrial giants to develop an artificial intelligence infrastructure and ecosystem in South Korea.


NVIDIA Collaborates with South Korea to Develop AI Infrastructure

Launch of the AI Initiative

According to the press release, NVIDIA, in partnership with the South Korean government and several industrial giants, has initiated a project to build a robust artificial intelligence infrastructure and ecosystem in South Korea. This initiative aims to boost innovation, local industries, and job creation in the country.

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The company states that this collaboration aims to enhance South Korea's technological capabilities in the field of AI by providing the necessary tools and resources to support the development of advanced solutions. The project includes the establishment of data centers and the deployment of cutting-edge technologies to meet the growing needs in artificial intelligence.

Promoting Innovation and Competitiveness

NVIDIA indicates that this project is designed to promote innovation and enhance the competitiveness of South Korea on the global stage. The company anticipates that this approach will contribute to the digital transformation of local industries and the development of new skills in the sector.

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Context

Period
  • Period: 3T 2026
Guidance from the release
  • Blackwell sales are off the charts, and cloud GPUs are sold out.
  • Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.
Risks mentioned
  • Reliance on third parties for manufacturing, assembly, packaging and testing
  • Competition and technological development risks
  • Market acceptance and integration risks for products and partners
  • Regulatory and geopolitical risks
Opportunities identified
  • Accelerating compute demand across training and inference driven by AI
  • Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
  • New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
  • Geographic expansion investments (UK, Germany, South Korea, US manufacturing)
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