Nvidia CEO Jensen Huang visited Korea on the 5th. This is his first visit in about seven months since October of last year, and attention is focused on whether discussions on global cooperation surrounding the artificial intelligence (AI) industry will begin in earnest.

According to industry sources, CEO Jensen Huang arrived at Gimpo Airport on a chartered flight that afternoon. After completing brief entry procedures, he reportedly traveled to downtown Seoul to attend his main schedule.

This visit is highly significant as it comes at a time when the potential for cooperation between Nvidia, which leads the AI semiconductor market, and major domestic companies is drawing attention. The business community is paying close attention to the possibility that the heads of major Korean companies—such as SK Group Chairman Chey Tae-won, Hyundai Motor Group Chairman Chung Euisun, LG Group Chairman Koo Kwang-mo, and Naver Chairman Lee Hae-jin—will meet with CEO Jensen Huang to discuss ways to cooperate in future industries.

If the meetings materialize, cooperation is expected to be discussed based on the core business competitiveness of each group, as follows:

• SK Group: Global competitiveness in AI semiconductors, including High Bandwidth Memory (HBM)
• Hyundai Motor Group: Autonomous driving and robotics
• LG Group: Advanced electronic components and AI-based future businesses
• Naver: Hyper-scale AI platform

The market also predicts that these meetings could serve as an opportunity to expand the scope of cooperation beyond AI semiconductors to encompass future industries overall, such as physical AI, robots, autonomous driving, and data centers. While maintaining its overwhelming competitiveness in the AI accelerator market recently, Nvidia is accelerating the expansion of its next-generation AI business areas, including robot platforms, autonomous driving software, and digital twin technology. Accordingly, analysts suggest that the direction of cooperation with domestic companies could have a significant impact on future changes in the global AI industry ecosystem.

An industry official stated, "CEO Jensen Huang's visit to Korea this time holds significance beyond a simple official schedule," adding, "As the competition for AI industry hegemony intensifies, market attention is focused on what kind of cooperation discussions will take place with major domestic companies."

[This article was written with the assistance of AI. The information provided in this article is not intended to solicit investment. Any losses resulting from stock investments are the responsibility of the investor, and please ensure you fully review relevant disclosures, corporate performance, and market conditions before making investment decisions.]