South Korea says Nvidia issues won't affect contracted GPU supplies
NVDA•South Korea expects contracted Nvidia GPU deliveries to proceed without disruption. The 10,000 GPUs funded under a 2025 supplementary budget have arrived and are in use, while 2026 GPUs are under contract and expected to enter service this year.
1. Deliveries expected to continue
South Korea expects contracted deliveries of Nvidia graphics processing units to proceed without disruption despite a controversy involving CEO Jensen Huang, Deputy Science Minister Ryu Jemyung told a parliamentary budget committee. The 10,000 GPUs funded under a 2025 supplementary budget have arrived and are in use, and GPUs planned for 2026 are under contract and expected to enter service this year. Ryu said the ministry was monitoring developments and discussing prices and schedules with Nvidia Korea.
2. Investigation and event changes
Nvidia's board has opened an independent investigation after reports that Huang was targeted by a Chinese intelligence effort through his relationship with businesswoman Alice Huang. The board said it had no reason to believe US national security or Nvidia secrets had been compromised, and Huang said he would cooperate fully. Several events involving Nvidia senior director Madison Huang were cancelled, while a business agreement between Kakao Mobility and Nvidia was still expected to proceed; Nvidia AI Day Seoul was proceeding as planned.
