On October 30th, South Korean semiconductor giant Samsung announced plans to acquire and deploy 50,000 Nvidia graphics processing units (GPUs) to enhance its chip manufacturing capabilities for mobile devices and robotics.
These 50,000 Nvidia GPUs will form the backbone of what Samsung calls an “AI Superfactory.” The company has not disclosed a timeline for the facility’s construction.
This partnership with Samsung follows Nvidia CEO Jensen Huang’s statement in Washington, D.C., revealing ongoing negotiations with companies like Palantir, Eli Lilly, CrowdStrike, and Uber.
Shortly after his speech, Huang was spotted enjoying a beer in South Korea with Samsung Chairman Lee Jae-yong and other business leaders, according to local media. This gathering, dubbed a “chimaek summit” (a popular Korean chicken and beer combo), garnered attention for its rare display of camaraderie among top executives. Other South Korean conglomerates, including SK Group and Hyundai, are also investing in similar GPU deployments, Nvidia confirmed.
“We are working closely with the South Korean government to support their ambitious AI leadership plans,” said Raymond Teh, Senior Vice President of Nvidia’s Asia-Pacific region, in a statement to reporters on October 29th.
These partnerships bolster Huang’s October 28th claim that Nvidia boasts a $500 billion pipeline from its current generation of GPUs, named Blackwell, alongside its next-generation GPUs, codenamed Rubin.
This forecast has fueled Nvidia’s stock surge, making it the first company to reach a $5 trillion market capitalization.
On October 30th, a Nvidia spokesperson confirmed they will collaborate with Samsung to optimize the South Korean company’s chip lithography platform for compatibility with Nvidia GPUs. This optimization is expected to deliver a 20-fold performance improvement for Samsung.
Samsung will also leverage Nvidia’s Omniverse simulation platform. Known for its mobile phones, Samsung further stated it will utilize Nvidia chips to power its own AI models for its devices.
Beyond being a partner and customer, Samsung is also a key supplier to Nvidia.
Samsung manufactures the high-performance memory Nvidia uses extensively, alongside its AI chips, known as high-bandwidth memory (HBM). Samsung stated it will collaborate with Nvidia to fine-tune its fourth-generation HBM for use in AI chips.
Source: CNBC
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