Jensen Huang: The semiconductor industry may need to expand to ten times its current size in the next 10 years

NVIDIA CEO Jensen Huang stated in a Bloomberg podcast interview that South Korea is in a "golden era," and its semiconductor and industrial capabilities can help build AI infrastructure globally. NVIDIA has reached multiple collaborations with SK Group, and the scale of their future business exchanges in areas such as storage procurement, AI supercomputers, and data center construction will exceed $500 billion. NVIDIA will purchase a large number of storage chips from SK Hynix for several consecutive years and will work together to advance the technology roadmap from HBM2, HBM3, HBM3E, HBM4, HBM4E to subsequent products.

Meanwhile, SK Telecom plans to expand its AI cloud infrastructure to a maximum of 2 gigawatts soon, and NVIDIA will sell supercomputers to it. The cooperation between the two parties includes both NVIDIA's procurement of storage and SK Group's procurement of AI infrastructure.

Jensen Huang believes that as AI entities and robots begin to use computers on a large scale, chip demand will no longer be driven solely by human users. In the next approximately 10 years, the global semiconductor industry scale may need to expand to 10 times its current size. Currently, resources such as HBM storage, land, electricity, and data center construction are all under tight conditions; the industry may be capable of doubling its capacity each year, but faster expansion will be very difficult. The entire industry may be able to double its supply scale each year, but land, electricity, and factory space cannot expand as quickly as consumer electronics, so the construction of AI infrastructure may continue to progress at a limited pace over the next 10 years.

Regarding the AI competition between China and the United States, Jensen Huang stated that both countries have excellent AI researchers. Although resources, conditions, and restrictions differ, both will continue to drive advancements in AI technology. The number of AI researchers trained in China each year may exceed the total in other regions of the world, and the United States still needs to continue learning, collaborating, and maintaining competition.