Seoul Confirms the GPU Pledge Survives the CEO

South Korea’s deputy prime minister and science minister Bae Kyung-hoon confirmed on 13 November, after an emergency inter-agency check with Nvidia, that the company’s commitment to supply 260,000 advanced GPUs to Korea — announced on the margins of the Gyeongju APEC in October 2025 and spanning Samsung, SK, Hyundai, Naver Cloud and the government — remains intact at company level despite Jensen Huang’s resignation. Of the government’s own 50,000-GPU allocation, 21,000 (measured on a B200 compute-equivalent basis) have been secured, with the remaining 14,000 due by early 2027 and a separate 15,000 via the national AI computing centre. NVLink linkage between Korean AI chips and Nvidia’s platform, physical-AI joint research and holding GTC in Korea all continue; the next verification point is Nvidia’s earnings call.