Nvidia accelerates South Korea’s AI ambitions with rollout of up to 260,000 GPUs

Nvidia will supply up to 260,000 AI chips to South Korean corporations and the government, a move that underscores the nation’s drive for “sovereign AI” and expands its installed base above 300,000 GPUs from about 65,000. The deals—unpriced and without detailed timelines—span Samsung, SK Group, Hyundai and NAVER Cloud, while the Ministry of Science and ICT plans to procure more than 50,000 chips for a national AI computing hub. The push helps Nvidia offset lost China sales amid U.S. export curbs and builds on sovereign AI agreements in the UAE, Saudi Arabia, Europe and the U.K., a pipeline the company has said could add more than $20 billion to fiscal 2026 revenue. Analysts say broadening international infrastructure is key to Nvidia’s growth as it navigates geopolitical constraints.

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