CEO của NVIDIA dự đoán tăng trưởng 10 lần trong ngành bán dẫn trong thập kỷ tới

The Huoxing Finance report states that on July 26, NVIDIA CEO Jensen Huang, in an interview with Bloomberg’s podcast, said that South Korea is in a “golden era,” with its semiconductor and industrial capabilities helping to build global AI infrastructure. NVIDIA has already established multiple partnerships with the SK Group, and their future business collaborations in areas such as memory procurement, AI supercomputers, and data center construction are expected to exceed $500 billion. NVIDIA will purchase large quantities of memory chips from SK Hynitz over consecutive years and jointly advance the technology roadmap from HBM2, HBM3, HBM3E, HBM4, HBM4E to subsequent products. Meanwhile, SK Telecom plans to expand its AI cloud infrastructure to up to 2 gigawatts in the near term, and NVIDIA will sell supercomputers to it. Their cooperation includes both NVIDIA purchasing memory and the SK Group purchasing AI infrastructure. Huang believes that as AI agents and robots begin to use computers at scale, chip demand will no longer be driven solely by human users. Over the next decade, the global semiconductor industry may need to expand to ten times its current size. Currently, resources such as HBM memory, land, power, and data center construction are all under tight supply; the industry may be capable of doubling annually, but faster expansion will be extremely difficult. While the entire industry may have the capacity to double supply each year, land, power, and facilities cannot expand as rapidly as consumer electronics, meaning AI infrastructure development may continue to progress at a constrained pace over the next decade. Regarding the U.S.-China AI competition, Huang stated that both countries have excellent AI researchers; although their resources, conditions, and constraints differ, both will continue to drive AI technological progress. China may be producing more AI researchers annually than all other regions combined, and the U.S. must continue learning, collaborating, and maintaining competition.