Nvidia’s Huang Teases June 8 Announcements, Says He Will Meet Samsung’s Jun Young Hyun

“Telecom networks will be used for AI in the future”

“I had dinner with Chairman Lee Jae-yong a few weeks ago”

Nvidia Chief Executive Officer Jensen Huang said on June 7 that there could be “a few announcements” on June 8.

Huang made the remarks to reporters during a dinner meeting at Kkanbu Chicken’s Samsung branch in Seoul’s Gangnam district with SK Group Chairman Chey Tae-won and senior executives from SK hynix and SK Telecom. He said the companies are cooperating across a range of industries, from AI supercomputers and CPUs to new PCs and robotics.

Asked why SK Telecom executives joined the meeting, Huang said telecom networks are now used to transmit data but will be used for artificial intelligence in the future. AI supercomputers will play an increasing role in telecommunications, he said. Nvidia is holding multiple discussions with SK Telecom and hopes to reinvent telecom networks for the AI era.

Huang also said Nvidia and SK hynix have had a very big year together and are making major preparations for the second half of this year and next year. He added that Nvidia introduced its Vera CPU this year and that the product will use SK hynix memory as well.

Huang and Chey spent about an hour over chicken and beer at the Seoul restaurant from around 7 p.m. on June 7. They are set to continue discussions on AI and semiconductor cooperation on June 8 at SK’s headquarters building.

Later on June 8, Huang is scheduled to meet Samsung Electronics Vice Chairman Jun Young Hyun, who leads the company’s semiconductor business. Asked whether he planned to visit Samsung Electronics on June 8, Huang replied that he was looking forward to meeting Jun on June 8. The two are expected to discuss memory supply issues including high-bandwidth memory, or HBM.

Samsung Electronics and SK hynix currently supply Nvidia with DRAM products including HBM. Both companies’ HBM4, the sixth-generation version, is also set to be used in Nvidia’s next-generation AI accelerator, Vera Rubin.

After visiting SK’s Seorin Building on June 8, Huang is also scheduled to go to LG Twin Towers in Seoul’s Yeouido district to meet LG Group Chairman Koo Kwang-mo and LG Electronics President Ryu Jae-cheol, along with other senior executives. He is then set to visit Seoul National University, Hyundai Motor Group’s Yangjae headquarters and Naver’s headquarters for meetings with Hyundai Motor Group Chairman Euisun Chung and Naver founder Lee Hae-jin.

Park Su-bin, Hankyung.com reporter waterbean@hankyung.com