NVIDIA alinea la cadena de suministro de IA entre Blackwell y Rubin Production

NVIDIA CEO Jensen Huang is moving to align the global AI supply chain in South Korea as the company prepares for a massive infrastructure buildout in the second half of the year.

Scaling Infrastructure with Blackwell and Rubin

Significant momentum in AI hardware production is driving the current expansion cycle. Huang confirmed that Grace Blackwell systems are performing well and that the Vera Rubin architecture has moved into full production. This hardware ramp-up follows a successful first half of the year and sets the stage for intense capacity requirements through the end of 2026.

South Korea as a Hub for Physical AI

Beyond traditional compute, the South Korean ecosystem presents a strategic opportunity for the next wave of industrial automation. Huang identified robotics and physical AI as the next major growth sectors for the region. By leveraging South Korea's existing strengths in memory manufacturing and robotics innovation, NVIDIA aims to integrate these physical AI capabilities into the broader sovereign AI infrastructure being built across the peninsula.

This strategic alignment in Seoul positions South Korea to lead the transition from digital-only AI to integrated, physical AI systems.

Source: Seoul Purpose: How NVIDIA and South Korea Are Building the Future of AI
Domain: blogs.nvidia.com