Huang Sees AI Driving Chip Boom

• Semiconductor industry needs to grow 10x in the next decade due to AI agents and robots.
• Nvidia has a $500 billion business with SK Group, including memory purchases from SK Hynix and AI supercomputer sales to SK Telecom.
• China is a leading AI innovator, producing more AI researchers than the rest of the world combined in any given year.
• Both closed and open AI models are essential for safety, security, innovation, and company sovereignty.

Nvidia CEO Jensen Huang predicts a tenfold expansion of the semiconductor industry driven by AI agents and robots, emphasizing the need for a scaled-up supply chain. He detailed a $500 billion business with South Korea's SK Group for memory and AI supercomputers, while also highlighting China's strong AI research and the critical role of both open and closed AI models for innovation and sovereignty.