Nvidia in Final Talks With Hyundai on Saemangeum AI Center Using 2025 GPU Deal
NVDA•Nvidia is in final talks with Hyundai and South Korean officials to build an AI research center at the Saemangeum site, leveraging their 2025 GPU supply deal to support automotive and industrial AI projects. Cerebras CEO said the company partners with AWS and OpenAI but has no collaboration with Nvidia.
1. Nvidia and Hyundai Finalize AI Center Talks
Nvidia and Hyundai are in advanced discussions with South Korean authorities to establish an AI research hub on the Saemangeum reclamation project. This initiative builds on a 2025 GPU supply agreement and aims to deepen Nvidia’s involvement in automotive, robotics, manufacturing and future mobility AI applications.
2. Cerebras Expands AWS and OpenAI Partnerships
Cerebras Systems CEO Andrew Feldman confirmed agreements with Amazon Web Services and OpenAI to integrate its AI processors into diverse infrastructure deployments. Feldman emphasized that, despite broadening collaborations, Cerebras currently maintains no direct technology partnership with Nvidia.
3. Investor Implications
The Hyundai center could reinforce Nvidia’s leadership in transportation and industrial AI, while Cerebras’ AWS and OpenAI deals signal intensifying competition in AI infrastructure. Investors should monitor project confirmation, investment scale and the evolving partner ecosystem to gauge Nvidia’s growth trajectory.
