Keep pulling the thread on Jensen Huang.
Nvidia and SK Group have entered into a business partnership expected to generate over $500 billion in business between the two companies, covering memory purchases and sales of AI supercomputers.
Nvidia is investing $1 billion in Naver to help the company scale its AI cloud services.
SK Group is scaling out 2 gigawatts of AI factories.
Nvidia has a multi-generational roadmap for High Bandwidth Memory (HBM) development with its partners, covering HBM2, HBM3, HBM3E, HBM4, HBM4E, and future versions.
Future demand for computing will be driven by 100 billion AI agents and billions of robots, in addition to the one billion current human users.
The semiconductor industry will likely need to grow to be 10 times its current size over the next decade to meet the demands of AI.
The buildout of AI infrastructure is currently constrained by shortages of HBM and LPDDR memories.
The expansion of AI data centers is constrained by the availability of land, power, and construction workers.
China produces more AI researchers annually than the rest of the world combined.
Open models are essential for AI safety, cybersecurity, innovation, startups, and national sovereignty.
During a recent security incident, Hugging Face used the open model GLM 5.2 for defense because they were unable to get assistance from a proprietary, closed model provider.
Naver plans to scale up its AI cloud infrastructure by 200 megawatts in Korea and expand its services globally.