On the heels of GTC Taipei at COMPUTEX, NVIDIA founder and CEO Jensen Huang touched down in Seoul Friday afternoon, greeted by fans and media as his visit got underway.
A key focus of the trip, Huang said: to align the AI supply chain ahead of a busy second half of the year.
“We have a very significant, very large AI infrastructure buildout — already a very successful first half,” Huang told media. “Grace Blackwell, our system, is doing very well, and Vera Rubin is in full production — so we are going to be very busy the second half [of the year].”
Huang also touched on the huge potential for robotics and physical AI in Korea.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://blogs.nvidia.com/blog/korea-ecosystem-2026/#primary
- https://blogs.nvidia.com/blog/author/nvidiawriters/
- https://blogs.nvidia.com/blog/korea-ecosystem-2026/#disqus_thread
- NVIDIA Enables the Next Era Of Physical AI Research With Agent Skills For Autonomous Vehicles, Robotics And Vision AI
- Jensen Huang says 'every edge device will become autonomous' — Nvidia maps one computing pattern from the cloud to robotics
- NVIDIA Jetson Brings Agentic AI to the Physical World
- Seattle to pass one-year AI data center moratorium next week — will use window to study community impact of AI buildouts
- Surface Laptop Ultra targets 110W TDP for RTX Spark Superchip — Microsoft reveals power budget of its high-end 15" system in hands-on session
Informational only. No financial advice. Do your own research.