How NVIDIA is Planning Gigawatt AI Capacity in South Korea - Data Centre Magazine

NVIDIA is enhancing its position in the AI infrastructure market through a series of agreements in South Korea, covering memory supply, data center development, and AI-powered industrial systems. Duri... Read original →

Jensen Huang’s Korea blitz reflects a strategic recalibration of AI supply chains amid escalating compute arms races. SK hynix’s multi-year HBM deal not only cements its leadership in advanced memory but also redirects CoWoS packaging capacity toward Korea, subtly diluting Taiwan, China’s foundry leverage. Under the U.S.-ROK tech alliance, this mitigates export control risks—yet any U.S. clampdown on AI interconnect tech could force SK and Samsung into costly non-U.S. tooling paths. Intel and AMD will likely counter by accelerating partnerships with Micron and European fabs while fragmenting chiplet standards. Within 18 months, Korea may pivot from a memory powerhouse to an integrated AI infrastructure exporter via gigawatt data centers and humanoid pilots—but deep reliance on U.S. architectures risks long-term technological sovereignty.