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Jensen Huang 'Saves' South Korean Stock Market: Locks In SK Hynix Memory, Chip Shortage to Continue

On June 5th, South Korea's stock market experienced a sharp decline, with major chipmakers like Samsung and SK Hynix dropping nearly 10%. Amidst the turmoil, NVIDIA CEO Jensen Huang's visit to Seoul played a dramatic role in boosting market sentiment. Following a dinner meeting with SK Group Chairman Chey Tae-won and SK Hynix CEO Kwak Noh-Jung, Huang confirmed that NVIDIA's new Vera CPU will utilize SK Hynix DRAM. The companies announced a multi-year technical partnership to co-develop next-generation memory for NVIDIA's AI infrastructure, covering products from data centers to personal AI and robotics. This collaboration extends beyond memory supply. SK Hynix is integrating NVIDIA's AI and Omniverse platform into its own semiconductor design and manufacturing processes, including computational lithography and creating digital twins of its fabrication plants for autonomous operation. While strengthening ties with SK Hynix, NVIDIA is diversifying its supply chain for the upcoming HBM4 memory, with Samsung, SK Hynix, and Micron all certified as suppliers for its Vera Rubin platform. Despite this, Huang warned that the global chip shortage, driven by relentless demand from AI factory construction, is expected to persist for several years across the entire supply chain. His visit underscores NVIDIA's systematic effort to deepen integration with South Korea's broader tech industry.

marsbit06/08 10:45

Jensen Huang 'Saves' South Korean Stock Market: Locks In SK Hynix Memory, Chip Shortage to Continue

marsbit06/08 10:45

Understanding Jensen Huang's Physical AI: Why Is Crypto's Opportunity Also Hidden in the 'Nooks and Crannies'?

Jensen Huang's recent speech at Davos signals a pivotal shift in AI: the transition from the training-focused "brute force" era of AI 1.0 to the new paradigm of "Physical AI" and inference. This marks the next phase after Generative AI, focusing on real-world application and embodiment. Physical AI aims to solve the "last-mile" problem of AI: moving from digital intelligence to physical action. While LLMs have consumed vast digital data, they lack understanding of the physical world—like how to twist open a bottle cap. Physical AI requires three core capabilities: 1. Spatial Intelligence: AI must perceive and interpret 3D environments in real-time, understanding object properties, depth, and interaction dynamics. 2. Virtual Training Grounds: Systems like NVIDIA’s Omniverse enable simulation-to-real (Sim-to-Real) training, allowing robots to learn through vast virtual iterations without costly physical failures. 3. Electronic Skin and Touch Data: Sensors that capture tactile feedback—temperature, pressure, texture—are critical. This data is a new, untapped asset class. This shift opens significant opportunities for Crypto and Web3 ecosystems. DePIN networks can crowdsource hyperlocal spatial data from "every corner" of the world through token incentives. Distributed computing networks can provide edge-based rendering and inference power for low-latency physical responses. Tokenized data ownership and privacy-preserving sharing mechanisms can enable the scalable, ethical collection of sensitive tactile data. In short, Physical AI isn’t just the next chapter for Web2—it’s a catalyst for Web3 domains like DePIN, DeData, and decentralized AI.

marsbit01/23 00:35

Understanding Jensen Huang's Physical AI: Why Is Crypto's Opportunity Also Hidden in the 'Nooks and Crannies'?

marsbit01/23 00:35

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