The Presidential Office said on the 25th that Korean firms and global big tech companies will pursue semiconductor cooperation totaling $950 billion, or about 1,375 trillion won, on the occasion of the "San Francisco AI Summit" attended by President Lee Jae-myung. They also agreed to pursue AI data center investment cooperation involving 2 million GPUs.
Kim Yong-beom, head of the Presidential Office's policy planning, held a briefing at a local press center in San Francisco and disclosed major cooperation results achieved in the fields of semiconductors, AI data centers, and physical AI. "The AI Summit was arranged to create investment and cooperation results across the entire AI full stack by combining the technology and capital of global big tech with the capabilities of Korea's overall AI ecosystem, including not only semiconductors but also AI infrastructure, models, and physical AI," Kim said.
According to Kim, SK will pursue long-term supply cooperation on advanced memory semiconductors worth $750 billion (1,085 trillion won) over the next five years with global big tech companies including Nvidia. SK Telecom will pursue building and expanding AI data centers of up to 2 gigawatts with Nvidia. Nvidia agreed to support the data center construction and to give priority supply of its latest GPU, the Vera Rubin system. SK Telecom is also pursuing a plan to jointly invest and cooperate with Anthropic on a gigawatt-class AI data center project in Korea.
In addition, Samsung Electronics and Broadcom signed a memorandum of understanding (MOU) for foundry cooperation on supplying advanced memory semiconductors and producing AI chips worth $200 billion (290 trillion won) over the next five years.
Naver signed a strategic investment pact with Nvidia. "Naver will attract $1 billion in investment from Nvidia to expand GPU supply and technology cooperation, and through up to $9 billion in support from Brookfield, it will jointly build the stable infrastructure and supply chain needed to operate a gigawatt-class AI factory," Kim explained.
In addition, Hyundai Motor agreed to jointly build an "AI Robot Reference Platform" with Nvidia and announced a self-driving car foundry plan with Waymo. Samsung SDS and Anthropic signed a strategic partnership contract to jointly identify new AI markets and cultivate AI engineers together.
