Jensen Huang on Bloomberg Tech
AI Industry’s Circular Financing Deals, Apple Smart Glasses
This is a narrow repackaging of the South Korea interview circulated two days earlier, with the partnership figures and tenfold semiconductor forecast already covered across several appearances. Skip unless you want the shortest available version of the SK deal.
We announce a big partnership with SK Group where our companies are going to enter into a business partnership where we do over five hundred billion dollars of business with each other, whether it's consumption and purchasing of memories or selling AI supercomputers to them as a scale out to gigawatts of AI factories. There's a whole bunch of other announcements.
Jensen Huang discusses NVIDIA’s expanding partnership with SK Group and the importance of South Korea to AI infrastructure development. He also argues that AI agents and robots will dramatically expand computing demand, requiring the semiconductor industry to scale substantially over the next decade.