Nvidia Plants A Flag In Asia — And Widens The Moat Again.
Nvidia (NVDA) said it will collaborate with South Korea's biggest tech companies — memory maker SK Hynix, SK Telecom and internet group Naver — to build AI infrastructure across the region, with an eye toward robotics and other industrial uses.
Based on WSJ reporting · Capital Wealth analysis by Sean Anees Saifi · June 9, 2026
Macro close-up of an advanced GPU chip with gold circuitry under blue light.
The Story
Nvidia (NVDA) said it will collaborate with South Korea's biggest tech companies — memory maker SK Hynix, SK Telecom and internet group Naver — to build AI infrastructure across the region, with an eye toward robotics and other industrial uses. CEO Jensen Huang also floated a tie-up with Hyundai, pairing the carmaker's manufacturing with Nvidia's AI.
What This Means For The Book
The through-line: the AI build-out is going global, and Nvidia keeps positioning itself as the toll booth every project passes through. More partners means more chip demand and more of the surrounding ecosystem locked in. We reinforced Nvidia as the AI bellwether the trade keeps consolidating around.
