Nvidia’s Jensen Huang: Investing in South Korea’s AI Boom

Bullish Gator

Huang calls Korea’s AI era a “golden age” after Nvidia-SK Group plans 2GW of AI data centers and praises Korea’s semiconductor and industrial strength.

Editorial companion

What stands out

Jensen Huang told Bloomberg that “this is the golden ages for Korea” after announcing Nvidia’s partnership with SK Group to build more than 2 gigawatts of Artificial Intelligence (AI) data centers on the Korean Peninsula. The comment is more than boosterism; it signals Nvidia moving from selling GPUs to underwriting the physical infrastructure that locks in long-term demand. For shareholders, the interview frames where the next tranche of GPU orders will come from: large, localized data-center builds that create multi-year revenue visibility and deepen ties with a booming Korean semiconductor ecosystem.