英伟达宣布一项具有里程碑意义的协议：将向三星、LG等韩国关键企业供应超过26万颗先进AI芯片，把韩国定位为AI技术的新枢纽。这一标志性交易达成之际，英伟达估值已攀升至5万亿美元，而美中贸易关系也在发生变化。
在这项重要举措中，英伟达与韩国政府及三星、LG等大型科技公司达成合作，为工业应用供应超过26万颗AI芯片。该交易旨在提升韩国的AI能力，同时帮助英伟达应对以中国为焦点的国际贸易复杂性。相关宣布恰逢英伟达成为首家市值达5万亿美元的公司，凸显了其在全球AI基础设施扩张中的核心地位。
这家美国芯片巨头将向韩国政府以及三星、LG和现代供应超过26万颗其最先进的AI芯片。这些企业将在工厂中部署AI芯片，用于制造从半导体、机器人到自动驾驶汽车等各类产品。英伟达首席执行官黄仁勋表示，这意味着韩国现在可以把「智能」作为一种新的出口产品。
黄仁勋没有披露韩国交易的具体金额。对英伟达而言，这是忙碌一周的收官之战：公司周三成为首家市值5万亿美元的企业，周四又出现了美中贸易关系缓和的迹象，这可能意味着它可以向中国出口更多芯片。
在韩国庆州举行的APEC（亚太经济合作组织）CEO峰会上，黄仁勋补充说，借助这些芯片，企业将能够与全球其他工厂构建数字孪生。这些交易是英伟达最新一轮全球AI基础设施扩张努力的一部分，旨在进一步推动AI融入产品和服务。英伟达一直在积极缔结国际伙伴关系，这帮助它成为有史以来首家估值5万亿美元的公司。
夹在中间
韩国的交易达成时，英伟达正在应对中美贸易战的余波。去年中国贡献了英伟达超过十分之一的营收，但中国获得英伟达芯片的程度一直是其与华盛顿关系中的摩擦点。「我们曾经在中国AI业务中占据95%的份额，现在是0%。对此我感到失望，」黄仁勋在庆州表示。
上周五，黄仁勋表示，希望出现允许芯片重新销往中国的新政策。他强调了美国技术在中国市场的双赢价值：「拥有中国市场符合美国的最大利益，让一家美国公司带来技术也符合中国的利益。」
AI实力
韩国致力于凭借其强大的半导体和汽车工业成为区域AI枢纽。与英伟达的交易是这一战略的一部分，韩国政府计划为国家主导的AI建设算力基础设施。
英伟达对亚洲供应链的依赖对其运营至关重要——该公司主要负责芯片设计，并与三星、SK海力士、台积电等制造商协作。持续的中美贸易紧张关系仍在塑造英伟达的市场准入与合作格局。
本文来源：http://quanta.report/story/Nvidia_Secures_Major_AI_Chip_Deals_with_South_Korean_Tech_Giants
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NVIDIA announces a landmark deal to supply over 260,000 advanced AI chips to key Korean firms like Samsung and LG, positioning Korea as a new hub for AI technology. This milestone transaction comes as NVIDIA’s value rises to $5 trillion and US-China trade dynamics shift.
In this significant move, NVIDIA partners with the Korean government and major tech companies including Samsung and LG to deliver more than 260,000 AI chips for industrial applications. The deal aims to boost Korea’s AI capabilities while helping NVIDIA navigate international trade complexities centered on China. The announcement coincides with NVIDIA becoming the first company valued at $5 trillion, highlighting its central role in global AI infrastructure expansion.
The US chip giant will supply over 260,000 of its most advanced AI chips to the South Korean government and firms like Samsung, LG, and Hyundai. These companies will deploy AI chips in factories manufacturing products from semiconductors and robots to autonomous vehicles. NVIDIA CEO Jensen Huang states this allows Korea to now export “intelligence” as a new product category.
Huang did not disclose the financial value of the Korean deal. For NVIDIA, this is the final chapter of a busy week where it became the first $5 trillion company on Wednesday and saw signs of easing US-China trade tensions that could allow more chip exports to China on Thursday.
At the APEC CEO Summit in Gyeongju, Korea, Huang added that these chips will enable firms to create digital twins of factories worldwide. The deals are part of NVIDIA’s latest global push to expand AI infrastructure and integrate AI into products and services. NVIDIA’s active pursuit of international partnerships has driven it to become the world’s first $5 trillion corporation.
Stuck in the middle
The Korean deal was sealed as NVIDIA grapples with the aftermath of the US-China trade war. China accounted for over a tenth of NVIDIA’s revenue last year, but access to NVIDIA chips has been a friction point in China’s relations with Washington. “We used to have 95% of the AI market share in China, now it’s 0%. I’m disappointed,” Huang said in Gyeongju.
Last Friday, Huang indicated hope for new policies that would allow chips to be sold back to China. He emphasized the mutual benefits of US technology in the Chinese market: “It’s in the best interest of the US to have a Chinese market, and it’s in the interest of China to have an American company bring the technology.”
AI power
Korea is committed to becoming a regional AI hub with its strong semiconductor and automotive industries. The deal with NVIDIA is part of a broader strategy where the Korean government plans to build a compute infrastructure for nationally driven AI construction.
NVIDIA’s reliance on the Asian supply chain is critical to its operations — it designs chips while collaborating with manufacturers like Samsung, SK Hynix, and TSMC. Ongoing US-China trade tensions continue to shape NVIDIA’s market access and partnerships.