Nvidia’s Jensen Huang: Why Korea Is the ‘Golden Age’ for AI Investment

Bullish Gator

Jensen Huang explains Nvidia’s multi-gigawatt AI data center deal with SK Group and why South Korea is pivotal for global AI infrastructure.

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What stands out

Jensen Huang told Bloomberg he plans to build more than 2 gigawatts of artificial intelligence (AI) data center capacity in South Korea with SK Group and called it "the golden ages for Korea" after meeting President Lee Jae Myung. That is a concrete step beyond selling chips; it ties Nvidia into national industrial policy, local supply chains and long-term demand for AI infrastructure. For investors, the interview turns an abstract AI thesis into a capital allocation move that can produce multi-year revenue streams and geopolitical leverage.