To The Moon

🦾NVIDIA’s Korea Move: The “Virtuous Cycle” of AI Is in Motion

After stealing the spotlight at GTC, Jensen Huang didn’t rest. He boarded a plane straight to Seoul, not for fried chicken — but to close billion-dollar deals.

In Korea, Huang announced 260,000 Blackwell GPU orders across major Korean firms. But what caught the world’s attention wasn’t just the sales figure — it was a new concept he introduced at the APEC CEO Summit:

> “The Virtuous Cycle of AI.”

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♻️ The Virtuous Cycle of AI

The idea is deceptively simple:

Stronger AI models → attract more users → generate more profits → fuel larger investments → build even stronger AI.

This flywheel, Huang argues, explains why tech giants are pouring over US$300 billion into data centers in 2025. It’s not mania — it’s capital responding to profitability.

Once AI became profitable, money started chasing it like sharks smelling blood.

And the foundation of this cycle rests on one belief: Moore’s Law is dead.

The era of CPU-driven computing is over. The future belongs to accelerated computing — a complete reset of the world’s US$10-trillion computing infrastructure.

Huang calls this a decade-long “hardware replacement supercycle.”

And 2025? Year One.

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🇰🇷 Why Korea Matters: NVIDIA’s “Chosen” Flywheel Partner

If the “Virtuous Cycle” is theory, Korea is its first living case study.

Huang calls Korea one of the rare nations combining AI, software, and advanced manufacturing in a single ecosystem. But more than a client, Korea is NVIDIA’s strategic co-engineer in spinning the AI flywheel.

1️⃣ Securing the Supply Chain

Huang publicly praised Korea’s leadership in HBM (high-bandwidth memory) — a technology crucial for GPU performance.

By deepening its ties with Samsung and SK Hynix, NVIDIA isn’t just buying chips — it’s fortifying the single most critical link in its supply chain.

2️⃣ Samsung’s Self-Reinforcing Loop

Samsung will deploy 50,000 NVIDIA GPUs and the Omniverse platform to optimise every stage of semiconductor production.

That means NVIDIA’s AI is literally helping Samsung build better chips — which will later power NVIDIA’s next-generation GPUs.

It’s a self-amplifying cycle — AI building the machines that make AI possible.

3️⃣ SK Group and Hyundai: AI Beyond the Cloud

SK Group will build Asia’s first enterprise-led AI manufacturing cloud, while Hyundai integrates AI into autonomous driving and smart-factory systems.

This extends NVIDIA’s reach far beyond data centers — into real-world industry, manufacturing, and mobility.

Korea isn’t just buying GPUs; it’s deploying an entire AI industrial revolution built on NVIDIA’s ecosystem.

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🍗 Business Over “Kkanbu Chicken”

In a now-viral dinner, Jensen Huang sat down with Samsung’s Lee Jae-yong and Hyundai’s Euisun Chung over plates of Kkanbu Chicken — the Korean word for “teammate.”

That meal wasn’t symbolic. It was strategic.

Behind the camaraderie lies a geopolitical and economic pact: locking Korean industry, and its semiconductor lifeline, into NVIDIA’s AI orbit.

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🧠 Why Investors Should Care

Huang’s “Virtuous Cycle” isn’t just marketing. It’s a roadmap for how NVIDIA will sustain its dominance:

Hardware (Blackwell GPUs) →

Software (CUDA & Omniverse) →

Ecosystem lock-in →

Monopolistic margins.

This is how NVIDIA converts technology leadership into 70 %+ gross margins and 8× operating leverage — something rivals like AMD can’t replicate, even with faster chips.

The partnership with Korea shows NVIDIA isn’t merely selling hardware — it’s exporting an entire AI economic system.

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💡 The Takeaway

Every industrial revolution needs a catalyst. For AI, that catalyst is NVIDIA.

Jensen Huang’s trip to Korea isn’t about one order; it’s about building the global infrastructure of accelerated computing — and ensuring NVIDIA owns the standards, the software, and the profits.

Investors betting against NVIDIA aren’t just betting against a company — they’re betting against the physics of the modern AI economy.

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