.search korea ai partners nvidia "data sovereignty" OR investment OR GTC
several Korean partners are working with NVIDIA on sovereign AI, investment, and strategic partnerships announced at GTC. The relationship is critical for South Korea's goals of maintaining data sovereignty and autonomy in the global AI race.
Key Korean partners and initiatives with NVIDIA
Naver Cloud
- Sovereign AI partnership: At NVIDIA's GTC 2025, Naver Cloud announced a collaboration with NVIDIA to build a "sovereign AI ecosystem" for the East Asian market. This partnership aims to develop and control AI systems within Korea to ensure data security, regulatory compliance, and alignment with cultural nuances.
- Full-stack AI: As South Korea's largest internet company, Naver's end-to-end AI capabilities—from data centers to its large language model (LLM), HyperCLOVA X—complement NVIDIA's hardware and software for a full-stack sovereign AI platform.
- GTC 2025: Naver Cloud CEO Kim Yoo-won gave a keynote speech at GTC 2025's Sovereign AI Summit, underscoring the importance of this partnership.
SK Hynix
- Chip manufacturing: SK Hynix is a critical supplier of High-Bandwidth Memory (HBM) chips used in NVIDIA's AI systems. The company announced a $6.8 billion investment in a new manufacturing plant in Korea to meet the soaring demand for AI chips. Supply chain: The partnership is vital for both companies, as SK Hynix works to keep up with NVIDIA's demand for advanced components.
SK Telecom
- GPU-as-a-Service: SK Telecom is leveraging NVIDIA hardware to offer GPU-as-a-service to the Korean market.
- Advanced data centers: The company launched NVIDIA H100 and H200 GPU services from its Gasan data center in Seoul in 2024 and 2025, supporting South Korea's ambitious AI infrastructure goals.
Twelve Labs
- NVIDIA investment: NVIDIA has invested in this Korean generative AI startup that specializes in creating AI that can understand and analyze video content.
- Hardware integration: Twelve Labs uses NVIDIA's H100 Tensor Core GPUs and L40S GPUs to power its video understanding technology.
Krafton
- Gaming and robotics AI: The Korean game developer behind PUBG: Battlegrounds has deepened its partnership with NVIDIA to explore collaboration in agentic AI for games and potentially robotics.
- GTC-related meeting: A meeting between Krafton's leader and NVIDIA CEO Jensen Huang was confirmed following a GTC event.
Broader context of Korean AI strategy and NVIDIA
- Government-led investment: South Korea has committed over $65 billion through 2027 to build its AI infrastructure, including securing advanced GPUs from global partners like NVIDIA.
- AI sovereignty concerns: This national strategy is driven by a desire for data sovereignty and strategic autonomy amid geopolitical competition in the AI sector.
- GTC and global collaboration: NVIDIA uses GTC as a platform to highlight sovereign AI efforts, featuring presentations from Korean AI experts and companies like Naver Cloud
===== japan
Japan has formed various partnerships with NVIDIA to develop its domestic AI infrastructure, emphasizing "data sovereignty" through significant government investment and the adoption of NVIDIA's AI platforms. These collaborations involve local cloud providers, universities, and enterprises, including SoftBank, NTT, and Fujitsu, aiming to accelerate innovation in industries like robotics and healthcare within a secure, controlled environment. NVIDIA is also a recurring topic at its GTC events, where the importance of Sovereign AI development and best practices are discussed by global policymakers and AI leaders.
Key Partnerships & Investments
Focus on "Sovereign AI"
Role of GTC
- The NVIDIA GTC conference serves as a platform to discuss the development of AI in Japan and globally, highlighting the nation's progress in building AI factories and accelerating AI innovation.
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- NVIDIA partners with Indian tech companies, including Reliance, Yotta, Tata Communications, and major IT firms like Infosys, TCS, and Tech Mahindra, to build India's AI infrastructure, support data sovereignty through initiatives like Yotta's Shakti Cloud Platform, and provide AI-focused investments, such as Reliance's 1 GW AI data center in Gujarat. These partnerships are highlighted at events like NVIDIA GTC, where sovereign AI and the use of NVIDIA AI Enterprise software are discussed for developing domain-specific AI solutions for India.Key Partnerships & InvestmentsData Sovereignty and Sovereign AIInvestment and Infrastructure
At Computex 2025, Nvidia CEO Jensen Huang announced partnerships with Taiwanese companies and the government to build Taiwan's first sovereign AI supercomputer. The initiative, which also involves creating a new international headquarters in Taipei, represents a significant investment by Nvidia to deepen its ties with the country and reinforce its global supply chain.
Taiwan's sovereign AI supercomputer
- Partnerships and investment: Nvidia is collaborating with Foxconn's subsidiary, Big Innovation Company, and the Taiwan National Science and Technology Council to build an "AI factory". The project is a major investment aimed at expanding the country's AI computing capabilities.
- Technology: The supercomputer will use 10,000 of Nvidia's Blackwell GPUs, a key component of its latest accelerated computing platform. The system will also feature HGX H200 and GB200 systems, all interconnected with InfiniBand networking.
- Data sovereignty: The project is explicitly designed to empower Taiwan's technological autonomy through sovereign AI infrastructure. This allows Taiwanese researchers, enterprises, and startups to develop AI applications using local data, such as models from the Trustworthy AI Dialogue Engine (TAIDE), while keeping that data and the resulting models within the country.
- Beneficiaries: The new infrastructure will provide AI cloud computing resources to various sectors across Taiwan. Taiwan Semiconductor Manufacturing Company (TSMC) is a key beneficiary and plans to use the system to advance its research and development.
New Taipei headquarters and GTC events
- International HQ: In addition to the supercomputer, Nvidia announced plans for a new international headquarters called "Constellation" in Taipei's Beitou district. This expansion will provide more space for Nvidia's research, development, and collaboration with local partners.
- GTC at Computex: The announcement took place during Jensen Huang's keynote at Computex 2025, with Nvidia's own GTC Taipei event running alongside it.
- Focus at GTC Taipei: Presentations at GTC Taipei highlighted Nvidia's focus on healthcare and medtech, showcasing collaborations with local organizations like China Medical University Hospital.
- Nvidia's overall strategy: The investment in Taiwan's AI infrastructure reinforces Nvidia's dominance in AI hardware and solidifies the island's role in the global tech supply chain. It also aligns with Nvidia's broader strategy of helping countries build their own sovereign AI capabilities.
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Saudi Arabia has partnered with NVIDIA through HUMAIN, an AI venture funded by the Public Investment Fund, to build large-scale "AI factories" for sovereign AI development and to advance digital transformation in the kingdom. This partnership involves the supply of hundreds of thousands of NVIDIA GPUs, including 18,000 NVIDIA GB300 chips for the initial phase. The deal aims to create the necessary high-performance computing infrastructure, power the AI models, and foster Saudi Arabia's economic diversification under its Vision 2030 plan.
Details of the Partnership
- NVIDIA is partnering with HUMAIN, a Saudi AI company, to establish AI factories.
- These "AI factories" will be built to provide a secure and scalable foundational infrastructure for training and deploying sovereign AI models.
- NVIDIA will supply several hundred thousand of its most advanced GPUs over the next five years, starting with an 18,000-unit AI supercomputer featuring NVIDIA GB300 Blackwell chips and InfiniBand networking.
- The facilities will have a projected computing capacity of up to 500 megawatts.
Key Motivations
Broader Impact
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France
NVIDIA has formed extensive partnerships in France involving investments and the establishment of sovereign AI infrastructure
. These initiatives were highlighted at the GTC Paris event in June 2025, during which President Macron emphasized the importance of AI infrastructure for national sovereignty. Sovereign AI and infrastructure
To address European concerns about data sovereignty, NVIDIA is collaborating with governments and technology partners to build AI infrastructure within the region. The company is framing its role as an indispensable partner in achieving national AI ambitions, rather than a foreign supplier.
Key developments related to sovereign AI in France include:
- Massive AI campus: NVIDIA, in partnership with French AI company Mistral AI and the French investment bank Bpifrance, is leading an €8.5 billion project to create one of Europe's largest AI campuses near Paris. This 1.4-gigawatt facility will support the full AI lifecycle, including training, inference, and deployment of generative AI models.
- Government partnerships: The French public sector, including the Ministry of the Economy, is using NVIDIA technology for various applications like cybersecurity and fraud detection. French President Emmanuel Macron has championed these efforts, calling the building of AI infrastructure "our fight for sovereignty".
- National investment: These projects align with France's National Strategy for AI, which includes investments exceeding €109 billion as part of the France 2030 plan.
Partnerships and investments
NVIDIA is engaging with French startups, telecom companies, and cloud providers to expand the AI ecosystem.
Mistral AI: NVIDIA and the French startup Mistral AI have a strategic partnership to build an end-to-end cloud platform. It will initially be powered by 18,000 NVIDIA Grace Blackwell systems, with plans for expansion. The collaboration aims to give European companies a homegrown AI alternative.GTC and other announcements
NVIDIA's GTC Paris event in June 2025 served as a platform for major announcements concerning France and Europe.
Keynote announcements: NVIDIA CEO Jensen Huang announced collaborations to build Blackwell AI infrastructure across Europe, emphasizing its potential for economic growth and digital sovereignty.The "Goldilocks" comparison
While NVIDIA CEO Jensen Huang has praised the United Kingdom as being in a "Goldilocks" moment for AI investment, he did not use the same terminology for France. The "Goldilocks" analogy refers to the ideal convergence of world-class universities, researchers, startups, and venture capital, a specific observation made about the U.K.'s AI ecosystem. However, as evidenced by the GTC Paris announcements and significant investments, France is still a major focus for NVIDIA's European expansion.
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