Samsung and Nvidia Forge AI Chip Manufacturing Alliance
Samsung Electronics is making a strategic leap into AI-driven semiconductor production through a landmark partnership with Nvidia. The South Korean tech giant will acquire 50,000 Nvidia GPUs to power what it calls an "AI Megafactory," sending its shares up 4% on the announcement.
The collaboration extends beyond hardware procurement. Both companies will co-develop HBM4 memory technology for next-generation AI chips, building on their 20-year partnership. Nvidia CEO Jensen Huang's recent meeting with Samsung Chairman Jay Y. Lee in Seoul underscores the deal's significance.
This MOVE comes as Nvidia solidifies its $5 trillion market valuation, with $500 billion in GPU orders already booked across its Blackwell and Rubin architectures. The AI Megafactory aims to revolutionize chip manufacturing for mobile devices and robotics through automation, though Samsung hasn't disclosed the project timeline.
