South Korean government responds to Jensen Huang's resignation potentially disrupting GPU procurement plans: Supply under signed contracts will not be affected

Odaily Report: NVIDIA CEO Jensen Huang's sudden resignation has sparked concerns within South Korea's AI industry regarding GPU supply and AI infrastructure cooperation. In response to market worries about potential disruptions to next-generation GPU supply and AI partnerships, the South Korean government assessed and stated that GPU supply under existing contracts is not expected to be affected by this management change. Currently, approximately 13,100 NVIDIA B200 GPUs have been deployed, and plans to subsequently introduce next-generation GPUs such as Vera Rubin are also expected to proceed as originally scheduled.

It is reported that NVIDIA has partnerships with South Korean companies including NAVER, Hyundai Motor Group, SK Telecom, and Kakao Mobility in areas such as AI data centers, autonomous driving, and robotics. The market believes that the short-term impact on existing contracts will be limited, but the pace and priority of future new investments, technical support, and strategic cooperation will still depend on the decisions of the new management. (Yonhap)