
South Korea says Nvidia issues won't affect contracted GPU supplies - The Star
South Korea expects contracted deliveries of Nvidia graphics processing units (GPUs) to proceed without disruption despite a controversy surrounding the chipmaker's chief executive Jensen Huang, Seoul's deputy science minister said on Monday.
Vice Minister of Science and ICT Ryu Jemyung told a parliamentary budget committee that 10,000 GPUs funded under a 2025 supplementary budget had already arrived and were in use. He added that GPUs planned for 2026 were under contract and expected to enter service this year.
Jensen Huang's daughter, Nvidia senior director Madison Huang, had to cancel a planned visit to South Korea. Rebellions, an AI startup, and Kakao Mobility also called off events with her, citing unavoidable internal circumstances at Nvidia.
Nvidia's board opened an independent investigation after reports that CEO Jensen Huang had been targeted by a Chinese intelligence effort through his relationship with businesswoman Alice Huang. The board said it had no reason to believe US national security or Nvidia secrets had been compromised, while Huang said he would cooperate fully.
We expect production and the delivery schedule for contracted volumes to proceed without disruption.
Nvidia AI Day Seoul, a two-day event expected to draw about 2,000 participants to discuss physical AI, agentic AI and infrastructure, was proceeding as planned according to South Korean media. Kakao Mobility said a business agreement with Nvidia would proceed with senior director Gaurav Agarwal attending instead.