The 680 trillion won artificial intelligence blueprint jointly planned by the Korean industry and Nvidia is being impacted by what the market calls “Hwang In-hoon Risk.” If the CEO of Nvidia, known as the founder of the global AI industry, is ousted, market concerns will spread outward from the Korean semiconductor industry and spread to future industries such as autonomous driving, humanoid robots, and data centers. In the past year, the total scale of large-scale cooperation projects with Nvidia announced by Korean companies to the outside world was at least 510 billion US dollars, or about 680 trillion won. SK Group was the most affected. In July of this year, SK Group and Nvidia signed a letter of intent to cooperate on AI infrastructure and next-generation storage, with a scale of over 500 billion US dollars. The physical AI track is just as tight. In August, LG Group signed a memorandum of understanding to develop strategic cooperation in the fields of robotics, AI factories, and future operations. Other South Korean companies that have deepened ties with Nvidia are also evaluating subsequent impacts. The mainstream opinion in the industry is that even if Hwang In-hoon leaves his job, the cooperation project will not be immediately hit hard.

The 680 trillion won artificial intelligence blueprint jointly planned by the Korean industry and Nvidia is being impacted by what the market calls “Hwang In-hoon Risk.” If the CEO of Nvidia, known as the founder of the global AI industry, is ousted, market concerns will spread outward from the Korean semiconductor industry and spread to future industries such as autonomous driving, humanoid robots, and data centers. In the past year, the total scale of large-scale cooperation projects with Nvidia announced by Korean companies to the outside world was at least 510 billion US dollars, or about 680 trillion won. SK Group was the most affected. In July of this year, SK Group and Nvidia signed a letter of intent to cooperate on AI infrastructure and next-generation storage, with a scale of over 500 billion US dollars. The physical AI track is just as tight. In August, LG Group signed a memorandum of understanding to develop strategic cooperation in the fields of robotics, AI factories, and future operations. Other South Korean companies that have deepened ties with Nvidia are also evaluating subsequent impacts. The mainstream opinion in the industry is that even if Hwang In-hoon leaves his job, the cooperation project will not be immediately hit hard.