This week, the South Korean President and the two AI storage giants both visit the United States to discuss AI plans with Jensen Huang and the OpenAI CEO.

This week, the South Korean President and the two AI storage giants both visit the United States to discuss AI plans with Jensen Huang and the OpenAI CEO.

South Korean President Lee Jae-myung is about to embark on a five-country visit spanning the United States, South America, and Germany. The first stop is Silicon Valley, where high-level meetings involving core global AI industry players are becoming a market focal point.

On July 22, according to Yonhap News Agency, Lee Jae-myung will arrive in San Francisco this Friday for a two-day visit and plans to meet with OpenAI CEO Sam Altman, NVIDIA CEO Jensen Huang, and other technology industry leaders.

Meanwhile, South Korean business leaders such as Samsung Electronics Executive Chairman Lee Jae-yong, SK Group Chairman Chey Tae-won, and Naver Board Chairman Lee Hae-jin are also expected to meet with Jensen Huang in Silicon Valley. Anthropic CEO Dario Amodei is expected to attend related events.

If this lineup ultimately comes together, the meeting will be a rare gathering of Korea’s two storage giants and the heads of core enterprises in global GPU, generative AI, and Internet platform sectors.

As ongoing investment in AI infrastructure becomes a market focus, whether these high-level exchanges will release new signals of purchasing, manufacturing, or data center cooperation will be an important window to observe the next stage of global AI industry cooperation.

Core Players in the AI Industry Gather, Scope of Cooperation May Expand Further

Reportedly, this roundtable is expected to focus discussions on HBM, high-performance GPU infrastructure, and generative AI.

If all parties attend, leaders from Samsung Electronics, SK Hynix, NVIDIA, Naver, OpenAI, and Anthropic will sit at the same table, covering key links in the AI industry chain from storage, chip design, advanced manufacturing to large model development.

Market attention is no longer limited to traditional chip procurement but extends to AI computing deployment, data center construction, model services, and advanced process manufacturing for deeper cooperation. As demand for AI training and inference continues to grow, collaboration among GPU, HBM, and cloud infrastructure is becoming the new core of industry competition.

Korean Companies Continue to Strengthen Their Position in the AI Supply Chain

Korean memory manufacturers have become important participants in the global AI industry chain.

Samsung Electronics and SK Hynix currently supply HBM and other high-end memory products to NVIDIA. According to reports, both companies are advancing the introduction of HBM4 products, which are expected to be used in NVIDIA’s next-generation AI platform Vera Rubin.

Aside from NVIDIA, the two companies are also key memory suppliers for OpenAI’s self-developed AI chips, and have signed agreements to provide high-performance memory products for the Stargate AI infrastructure project.

This means Korean companies are transforming from traditional memory suppliers to core partners in AI infrastructure. For investors, the progress of HBM certification, the pace of product introduction, and long-term supply agreements remain important indicators for assessing the realization of AI business capabilities.

Advanced Process Cooperation May Become the Next Focus

In addition to memory, advanced manufacturing may also become an important topic in this meeting.

Reports indicate that Samsung is currently producing language processing unit (LPU) Grok 3 for NVIDIA for inference applications and is also discussing with Anthropic the use of its 2-nanometer process to manufacture AI chips.

If relevant cooperation progresses further, Samsung is expected to benefit from both advanced logic foundry and growing HBM demand, further enhancing its strategic position in the AI hardware supply chain.

However, the cooperation ultimately still depends on customer orders, technological verification, and capacity planning. The market will focus on whether the meeting releases more signals regarding long-term procurement, product roadmaps, or manufacturing cooperation.

Korean Internet giant Naver is expected to introduce its "AI Factory" strategy during the meeting.

The plan aims to integrate GPU servers, data centers, power and cooling systems, AI models, and cloud platforms into a unified infrastructure to support large-scale AI training and inference needs.

This layout reflects that AI competition is shifting from model capability to a comprehensive competition around computing power, energy, data centers, and cloud services infrastructure. As model scale continues to expand, efficiency and operational capability in infrastructure construction are becoming key strengths in AI commercialization.

For Naver, deepening cooperation with GPU manufacturers and large model development enterprises may further enhance its ability to deploy AI infrastructure and expand collaborative space within Korea’s local AI ecosystem.

Market Focused on Whether AI Capital Expenditures Continue to Materialize

This Silicon Valley meeting coincides with ongoing market discussion about whether AI infrastructure investment is reaching a stage peak, so the signals it releases are closely watched by capital markets.

According to reports citing industry insiders, if the meeting can promote clearer procurement plans, manufacturing collaborations, or infrastructure construction arrangements, it will further verify robust AI demand and help ease market concerns about a peak in AI capital expenditures.

Some industry opinions believe that HBM supply shortages may persist until 2027. If clearer AI infrastructure investment roadmaps or long-term cooperation frameworks are released following the meeting, such information will serve as an important indicator of the prospects for the next round in the AI industry chain.

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