The Korean government invests in AI infrastructure, deploying 250,000 NVIDIA GPUs for economic growth and innovation across industries.
Quiver AI Summary
The Korean government, through its Ministry of Science and ICT, is making a significant investment in sovereign AI infrastructure by deploying over 250,000 NVIDIA GPUs across national AI computing centers and major cloud service providers like NHN Cloud, Kakao Corp, and NAVER Cloud. Key players such as Samsung Electronics, SK Group, and Hyundai Motor Group are also establishing AI factories with substantial GPU resources to enhance their AI and manufacturing capabilities. This collaboration aims to accelerate the development of sovereign AI applications and technologies, including a focus on local language models and physical AI for sectors like automotive and manufacturing. Additionally, NVIDIA is joining forces with Korean institutions to advance quantum computing and support startup ecosystems, contributing to Korea's goal of becoming a leading global AI powerhouse.
Potential Positives
- NVIDIA is collaborating with the South Korean government and major Korean companies to deploy over a quarter-million NVIDIA GPUs, significantly enhancing the nation's AI infrastructure and positioning Korea as a leader in the AI industrial revolution.
- The investment includes building AI factories across various sectors, including automotive and telecommunications, which indicates a strong commitment to advancing AI-enabled economic growth and innovation in Korea.
- The establishment of public-private partnerships and collaboration with major companies like Samsung, SK Group, and Hyundai Motor Group showcases NVIDIA’s strategic engagement and influence in vital industries, enhancing its market presence in Asia.
- NVIDIA's initiatives in sovereign AI models and quantum computing further underline the company’s role in pioneering cutting-edge technologies that boost Korea's technological capabilities.
Potential Negatives
- Significant reliance on third-party partners, such as NAVER Cloud, NHN Cloud, and Kakao Corp., for infrastructure deployment may expose NVIDIA to risks related to their operational capabilities and potential setbacks in project timelines.
- Forward-looking statements in the release indicate potential risks and uncertainties, including global economic conditions and competition, which could materially affect NVIDIA's expected outcomes and market performance.
- The commitment to develop advanced AI factories and infrastructure requires substantial financial investment and resources, which could impact NVIDIA's financial health if the anticipated benefits do not materialize as predicted.
FAQ
What is the significance of the Korean government's investment in AI infrastructure?
The investment aims to strengthen Korea's position in the global AI landscape by enhancing computing capabilities across industries.
How many NVIDIA GPUs are being deployed in South Korea?
Over a quarter-million NVIDIA GPUs will be deployed across Korean sovereign clouds and AI factories for various applications.
Which Korean companies are collaborating with NVIDIA on AI initiatives?
Key companies include Samsung Electronics, SK Group, Hyundai Motor Group, and NAVER Cloud, among others.
What are the goals of the AI factories being built in Korea?
The AI factories aim to advance manufacturing, enhance semiconductor production, and develop new AI applications across industries.
How will startups benefit from the NVIDIA Inception program in Korea?
Startups will gain access to accelerated computing infrastructure, NVIDIA expertise, and opportunities for growth through collaboration and funding.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NVDA Congressional Stock Trading
Members of Congress have traded $NVDA stock 63 times in the past 6 months. Of those trades, 58 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 1 sale worth up to $100,000 on 09/23.
- SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 09/04, 07/07.
- REPRESENTATIVE CLEO FIELDS has traded it 41 times. They made 41 purchases worth up to $12,015,000 on 09/03, 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 and 0 sales.
- SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/24.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 5 times. They made 5 purchases worth up to $75,000 on 05/29, 05/23, 05/16, 05/13, 05/09 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $250,000 on 05/08 and 1 sale worth up to $1,000,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NVDA Insider Trading Activity
$NVDA insiders have traded $NVDA stock on the open market 504 times in the past 6 months. Of those trades, 0 have been purchases and 504 have been sales.
Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:
- JEN HSUN HUANG (President and CEO) has made 0 purchases and 370 sales selling 5,975,000 shares for an estimated $1,043,388,374.
- MARK A STEVENS has made 0 purchases and 8 sales selling 2,875,730 shares for an estimated $438,775,005.
- TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
- A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
- HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
- COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 57 sales selling 243,930 shares for an estimated $41,458,508.
- AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
- DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
- PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
- ROBERT K BURGESS sold 50,000 shares for an estimated $6,740,819
- STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
- DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 8,000 shares for an estimated $1,263,767.
- JOHN DABIRI sold 660 shares for an estimated $91,608
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NVDA Hedge Fund Activity
We have seen 2,837 institutional investors add shares of $NVDA stock to their portfolio, and 2,144 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 382,240,291 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $71,318,393,494
- CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
- JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
- VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
- PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
- CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NVDA Analyst Ratings
Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 10/29/2025
- Cantor Fitzgerald issued a "Overweight" rating on 10/29/2025
- DA Davidson issued a "Buy" rating on 10/29/2025
- Citigroup issued a "Buy" rating on 09/30/2025
- Keybanc issued a "Overweight" rating on 09/30/2025
- Jefferies issued a "Buy" rating on 09/29/2025
- Barclays issued a "Overweight" rating on 09/25/2025
To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.
$NVDA Price Targets
Multiple analysts have issued price targets for $NVDA recently. We have seen 30 analysts offer price targets for $NVDA in the last 6 months, with a median target of $225.0.
Here are some recent targets:
- Gil Luria from DA Davidson set a target price of $250.0 on 10/29/2025
- Timothy Arcuri from UBS set a target price of $235.0 on 10/29/2025
- Vivek Arya from B of A Securities set a target price of $275.0 on 10/29/2025
- C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 10/29/2025
- Frank Lee from HSBC set a target price of $320.0 on 10/15/2025
- Vijay Rakesh from Mizuho set a target price of $225.0 on 10/13/2025
- Atif Malik from Citigroup set a target price of $210.0 on 09/30/2025
Full Release
News Summary:
- The Korean government, through the Ministry of Science and ICT, is investing in sovereign AI infrastructure with over 50,000 of the latest NVIDIA GPUs to be deployed across the National AI Computing Center and Korean cloud service and IT providers NHN Cloud, Kakao Corp. and NAVER Cloud.
- Samsung Electronics is building an AI factory with over 50,000 GPUs to accelerate its AI, semiconductor and digital transformation roadmap.
- SK Group is building an AI factory featuring over 50,000 NVIDIA GPUs and Asia’s first industrial AI cloud featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs for physical AI and robotics workloads.
- Hyundai Motor Group is collaborating with NVIDIA and the Korean government in building an NVIDIA AI factory with 50,000 NVIDIA Blackwell GPUs to enable integrated AI model training, validation and deployment for manufacturing and autonomous driving.
- NAVER Cloud is expanding its NVIDIA AI infrastructure with over 60,000 GPUs for enterprise and physical AI workloads.
- NAVER Cloud, LG AI Research, SK Telecom, NC AI, Upstage and NVIDIA are developing Korean foundation LLMs to accelerate Korean AI applications through public-private partnerships.
-
The Korea Institute of Science and Technology Information is establishing a Center of Excellence for the advancement of quantum computing and science.
GYEONGJU, South Korea, Oct. 31, 2025 (GLOBE NEWSWIRE) -- APEC Summit— NVIDIA today announced that it is working with South Korea to expand the nation’s AI infrastructure with over a quarter-million NVIDIA GPUs across its sovereign clouds and AI factories. Built with public- and private-sector deployments, the infrastructure forms the foundation for AI-enabled economic growth and innovation across Korea’s industries, including automotive, manufacturing and telecommunications.
“Korea’s leadership in technology and manufacturing positions it at the heart of the AI industrial revolution — where accelerated computing infrastructure becomes as vital as power grids and broadband,” said Jensen Huang, founder and CEO of NVIDIA. “Just as Korea’s physical factories have inspired the world with sophisticated ships, cars, chips and electronics, the nation can now produce intelligence as a new export that will drive global transformation.”
“Now that AI has gone beyond mere innovation and become the foundation of future industries, South Korea stands at the threshold of transformation,” said Bae Kyung-hoon, Korea Deputy Prime Minister, and Minister of Science and Information and Communication Technologies. “Expanding our national AI infrastructure and developing technologies with NVIDIA is an investment that will further reinforce South Korea’s strengths, including its manufacturing capabilities. This will support South Korea’s prosperity as it strives to become one of the top three global AI powerhouses.”
Announced as world leaders gather in South Korea for the APEC Summit, the Ministry of Science and ICT (MSIT) is accelerating its plans to deploy up to 50,000 of the latest NVIDIA GPUs to accelerate sovereign AI development for enterprises and industries. The AI infrastructure deployment will grow over the next several years from an initial deployment of 13,000 NVIDIA Blackwell and other GPUs by NVIDIA Cloud Partner NAVER Cloud, together with NHN Cloud and Kakao Corp., to expand computing infrastructure on the nation’s sovereign clouds through initiatives such as the establishment of Korea’s National AI Computing Center.
Research institutes, startups and AI companies will be able to use the sovereign infrastructure to build models and applications, supporting Korea’s national strategy to boost AI capabilities and infrastructure.
In addition, NVIDIA is working with industries, academia and research institutions in Korea on AI-RAN and 6G infrastructure. NVIDIA is collaborating with Samsung, SK Telecom, ETRI, KT, LGU+ and Yonsei University to develop intelligent, low-power AI-RAN network technology that can reduce computing costs and extend device battery life by offloading GPU computation tasks to the network’s base station.
Korea’s Industry Titans Build NVIDIA AI Factories for Advanced Manufacturing
Automotive, manufacturing and telecommunications leaders in Korea are developing significant AI infrastructure investments and expansions to accelerate enterprise and physical AI development.
Samsung is building a semiconductor AI factory with over 50,000 GPUs to advance intelligent manufacturing and bring AI to its products and services. It is using NVIDIA technologies, including NVIDIA Nemotron ™ post-training datasets, NVIDIA CUDA-X ™, the NVIDIA cuLitho library and NVIDIA Omniverse ™, to build digital twins that improve the speed and yields of sophisticated semiconductor manufacturing processes. Samsung is also using NVIDIA Cosmos ™, NVIDIA Isaac Sim™ and NVIDIA Isaac Lab to advance its home robot development portfolio.
SK Group is designing an AI factory that can host over 50,000 NVIDIA GPUs to advance semiconductor research, development and production, as well as cloud infrastructure to support digital twin and AI agent development. SK Telecom plans to provide sovereign infrastructure featuring NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs , enabling domestic manufacturers to tap into NVIDIA Omniverse. The company will offer industrial cloud infrastructure to accelerate digital twin and robotics projects for startups, enterprises and government agencies.
Hyundai Motor Group and NVIDIA are entering a new phase of deepened collaboration and will codevelop AI capabilities across mobility, smart factories and on-device semiconductors, powered by 50,000 Blackwell GPUs for AI model training and deployment. In support of the Korean government’s initiative to build a national physical AI cluster, Hyundai Motor Group and NVIDIA will work closely with government stakeholders to accelerate ecosystem development. This will result in an approximately $3 billion investment to advance the physical AI landscape in Korea. Key initiatives include the creation of an NVIDIA AI Technology Center, Hyundai Motor Group Physical AI Application Center and regional AI data centers.
NAVER Cloud is also expanding its NVIDIA AI infrastructure and plans to deploy over 60,000 GPUs — including NVIDIA RTX PRO 6000 Blackwell and other NVIDIA Blackwell GPUs — for sovereign and physical AI. NAVER Cloud is preparing for the next stage of sovereign AI development in Korea, powered by NVIDIA Nemotron open models running on its NVIDIA AI infrastructure. NAVER Cloud plans to develop industry-specific AI models like shipbuilding and security, with a focus on inclusive AI for Korea’s citizens.
Korea Government and Developers Advance LLM Research With NVIDIA
Teaming with NVIDIA, Korea’s MSIT is advancing its Sovereign AI Foundation Models project to develop sovereign language models. The project will incorporate
NVIDIA NeMo
™ and open NVIDIA Nemotron datasets to tap local data for developing and distilling reasoning models.
LG AI Research, NAVER Cloud, NC AI, SK Telecom and Upstage are participating in the project to support sovereign model development. Enterprises, researchers and startups will be able to contribute to and use the models to create AI agents with speech, reasoning and other capabilities.
LG is working with NVIDIA to foster physical AI technology development and support the physical AI ecosystem. NVIDIA and LG are also working together to support startups and academia with LG’s EXAONE models — including the EXAONE Path healthcare model, built with the MONAI framework — to support cancer diagnosis.
Korea and NVIDIA Advance Quantum Computing and Scientific Research
The Korea Institute of Science and Technology Information (KISTI) is working with NVIDIA to establish a Center of Excellence designed to foster research collaboration using Korea's sixth-generation national supercomputer, HANGANG, which features NVIDIA accelerated computing.
KISTI also announced support for the new NVIDIA NVQLink ™ open architecture for connecting quantum processors and GPU supercomputing. Working with the NVIDIA CUDA-Q ™ platform, NVQLink equips KISTI to deepen research in areas like quantum error correction and hybrid application development to accelerate the development of tomorrow’s quantum-GPU supercomputers.
KISTI will also build foundation models for scientific research and development, and support researchers on developing physics-informed AI models using the open-source NVIDIA PhysicsNeMo ™ framework.
New Startup Alliance Supports Korean Development
Furthering economic development and opportunities in Korea, NVIDIA and its partners are establishing an alliance to foster startups through the
NVIDIA Inception
program. Members will be able to access accelerated computing infrastructure from NVIDIA Cloud Partners including SK Telecom, with support from NVIDIA Inception and VC Alliance members including IMM Investment, Korea Investment Partners and SBVA. Startups will also have access to NVIDIA software and expertise, speeding growth for the next generation of companies.
Building on its work through the NVIDIA Inception program for startups, NVIDIA also plans to work with the Korean government to support the next generation of companies. It will participate in the N-Up AI startup incubation program operated by the Korea Ministry of SMEs and Startups.
About NVIDIA
NVIDIA
(NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
[email protected]
Certain statements in this press release including, but not limited to, statements as to: just as Korea’s physical factories have inspired the world with sophisticated ships, cars, chips and electronics, the nation’s AI factories now being able to produce intelligence as a new export that will drive global transformation; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, CUDA-Q, CUDA-X, NVIDIA Cosmos, NVIDIA Isaac Sim, NVIDIA NeMo, NVIDIA Nemotron, NVIDIA PhysicsNeMo, NVQLink and NVIDIA RTX PRO are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability, and specifications are subject to change without notice.
A photo accompanying this announcement is available at: https://www.globenewswire.com/NewsRoom/AttachmentNg/7c314ac5-b097-4565-b340-ee61b3a9862f