NVDA
A very important dinner reservation
Jensen Huang didn’t just grab a bite in Taipei — he rolled out the red carpet for some of South Korea’s biggest tech names on the sidelines of Computex. The guest list included executives from SK Hynix, Samsung Electronics, LG Electronics, and Naver, which is basically the AI supply-chain version of inviting all the main characters to the same table.
Huang’s message was pretty clear: Nvidia wants its ecosystem tight, especially as the second half of the year and 2027 start looking like a traffic jam of AI demand. He even said he wanted to thank the companies and prepare for what’s coming next, because apparently “busy” is the new understatement.
Why Korea is suddenly center stage
If you’re thinking, “Wait, why does a dinner matter?” — because the AI boom doesn’t run on vibes. It runs on advanced memory, data-center gear, and manufacturing muscle, and South Korean companies have a pretty fat seat at that table.
- SK Hynix and Samsung are crucial players in advanced memory chips used in AI accelerators.
- Huang said Nvidia is still evaluating investment opportunities in South Korea.
- He also floated robotics as another area where Nvidia could deepen its ties.
That’s not a signed megadeal, but it is a pretty loud signal. Nvidia is making sure the people who help build the picks-and-shovels for AI know they’re valued — and maybe that more business is coming.
The investor read
This is less “new revenue line item announced today” and more “Nvidia is tending the garden that keeps its growth engine alive.” In AI land, supply relationships matter almost as much as product launches. If you want the chips to ship, the memory has to show up too.
Big picture: Nvidia isn’t just selling GPUs anymore. It’s building a geopolitical, industrial, and partner-heavy ecosystem — and dinner diplomacy is part of the strategy.