Nvidia CEO Jensen Huang on the AI Boom in South Korea

Korea's Importance in AI [00:00]

• Korea is incredibly important for the global AI buildout.
• The country's semiconductor and industrial businesses are booming.
• Korea is adept at adopting new technologies and has widespread AI adoption.

  "Korea is incredibly important >> to to the AI buildout globally."

Major Partnerships and Investments [00:13]

• Several partnerships are being announced, including a significant one with SK Group.
• This partnership aims for over $500 billion in business over several years.
• Nvidia is investing $1 billion in Naver to help scale its AI cloud capabilities in Korea and globally.

  "Well, we're announcing a whole bunch of partnerships with them."

Evolution of the Semiconductor Industry [01:37]

• The industry is shifting from building computers for people to building AI agents and robots.
• Future demand will involve billions of AI agents and robots using computers.
• The semiconductor industry may need to be 10 times larger than it is today.

  "we're going to have a 100red billion agents and billions of robots all using computers."

Supply Chain Constraints [03:30]

• There are shortages in HBM and LPDDR memories.
• Constraints also exist in land, power, and construction workers for data centers.
• Scaling infrastructure like land and power is difficult and takes time.

  "Well, we we don't have enough bits."

SK Group Partnership Details [04:30]

• The $500 billion figure encompasses purchasing memories from SK Hynix for many years.
• SK Telecom will become an AI cloud provider, intending to build up to two gigawatts.
• Nvidia will sell AI supercomputers to SK Telecom as part of the agreement.

  "We're going to we're going to be purchasing >> memories from them for many years to come."

AI Approaches: US vs. China [05:12]

• SK Group Chairman Chaywan noted China focuses on lowering dollar per token, while the US focuses on token quality.
• The goal of AI is to produce intelligent, smart answers through various methods.
• Both countries have extraordinary AI researchers who will find great answers.

  "China is very focused on lowering the dollar per token in America we're still focused on the quality of tokens."

Importance of Open Models [07:39]

• A letter signed by American companies highlights the importance of open models for safety, security, innovation, startups, and sovereignty.
• Open models are essential for building what is necessary when proprietary expertise cannot be shared or when dealing with regulated industries.
• Closed models are easier and cheaper if you don't need to build or train them yourself.

  "It's really important to realize that open models is essential for safety."

Open vs. Closed Models Debate [10:31]

• There's a distinction between open-weighted and open-source models.
• Open models are crucial for control and adaptation to specialized use cases.
• Both open and closed models will coexist, and open models are not inherently unsafe.

  "And so I I think there's a lot of misunderstanding about about closed versus open."