The South Korean government responded that Jensen Huang's resignation may lead to changes in GPU procurement plans: supplies under signed contracts will not be affected

The sudden resignation of NVIDIA CEO Jensen Huang has raised concerns in the South Korean AI industry regarding GPU supply and collaboration on AI infrastructure. In response to market worries about changes in the supply of the next generation of GPUs and AI collaboration, the South Korean government assessed and stated that the GPU supply stipulated in existing contracts is expected to remain unaffected by this management change. Currently, approximately 13,100 NVIDIA B200 GPUs have been deployed, and plans to introduce new generation GPUs such as Vera Rubin are also expected to proceed as originally planned.

It is reported that NVIDIA has collaborations with South Korean companies such as NAVER, Hyundai Motor Group, SK Telecom, and Kakao Mobility in the fields of AI data centers, autonomous driving, and robotics. The market believes that the impact on existing contracts in the short term is limited, but the speed and priority of future new investments, technical support, and strategic collaborations will still depend on the decisions of the new management.