Lee Jae-yong, Choi Tae-won, and Lee Hae-jin strengthen their 'AI alliance' with Jensen Huang, CEO of NVIDIA, in the United States.

*This content was translated by AI.

Lee Jae-yong, Chairman of Samsung Electronics, Choi Tae-won, Chairman of SK Group, and Lee Hae-jin, Lee Sa-hoe (Chairman), are set to meet again in the United States with top executives from U.S. artificial intelligence (AI) companies, including Jensen Huang, CEO of NVIDIA.

Given that this meeting follows the announcement of the "Three Mega Projects for South Korea," involving astronomical sums centered on semiconductors, data centers, and physical AI, it is expected that AI leaders from both countries will discuss further cooperation measures.

According to industry sources on the 22nd, the meeting is scheduled to take place around the 24th in Silicon Valley, California. It is reported that Lee (Chairman), Choi (Chairman), Chairman Lee, and CEO Huang will attend. There are also discussions about the possible participation of Sam Altman, CEO of OpenAI, and Dario Amodei, CEO of Anthropic.

If the meeting between Lee (Chairman) and CEO Huang takes place, it will be nine months after their "chimaek meeting" held during the Asia-Pacific Economic Cooperation (APEC) summit in October last year. Additionally, Choi (Chairman) and Chairman Lee will reunite with CEO Huang just two months after his visit to Korea last month for a dinner meeting.

Samsung Electronics and SK Hynix are currently supplying high-performance memory, including High Bandwidth Memory (HBM), to NVIDIA. Samsung and SK are also exploring plans to supply memory for OpenAI's proprietary AI chip and its large-scale AI infrastructure project, "Gate." The scope of cooperation is expanding to include foundry services (semiconductor contract manufacturing).

Samsung Electronics is reportedly responsible for producing the inference language processing unit (LPU) "Groq 3," which will be applied to NVIDIA platforms. It is also known that Samsung is discussing AI chip production with Anthropic using a 2-nanometer process. Naver may discuss cooperation measures, including the establishment of an AI factory with NVIDIA, during this meeting.

OpenAI and Anthropic, both of whom are expected to attend this meeting, have established close cooperative relationships with Samsung Electronics and SK Hynix, making the content of their discussions highly anticipated.

Furthermore, as part of the three mega projects, plans have been made to build AI data centers worth over 100 trillion won nationwide. Consequently, discussions are expected regarding securing AI chips from NVIDIA for server construction. Currently, supply of NVIDIA's AI chips is delayed due to shortages, making proactive acquisition essential for Korean companies.

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*This content was translated by AI.