Update: Nvidia will keep its plan to supply 260,000 GPUs to South Korea even after Jensen Huang stepped down as CEO. The confirmation was shared on Friday, November 13, by South Korean Science and ICT Minister Bae Kyung-hoon, following a ministry meeting with the company — and it includes new figures on how deliveries are progressing. Read Geekiki's earlier coverage: South Korea says Nvidia GPU deliveries remain on schedule despite investigation into Jensen Huang.
According to Bae, Nvidia confirmed at the corporate level that the supply of 260,000 advanced GPUs and its cooperation with Korean companies will proceed as announced — in other words, the commitment belongs to the company, not to Huang personally. The review meeting was chaired by Second Vice Minister Ryu Jemyoung on the morning of November 13.
The plan in numbers
Of the GPUs the South Korean government plans to buy directly, about 21,000 have already been secured out of roughly 35,000 units — measured in Nvidia B200 equivalents. The remaining 14,000 or so are expected to arrive by early 2027. In addition, the country plans to obtain the equivalent of another 15,000 GPUs through the National AI Computing Center, which would take the government's share past 50,000 units.
The broader plan was announced on October 31, 2025, during the APEC summit in Gyeongju: Samsung Electronics, SK Group and Hyundai Motor Group would each build AI infrastructure with more than 50,000 GPUs, and NAVER Cloud would deploy more than 60,000.
Why it matters
The confirmation removes one of the main uncertainties opened by Huang's departure: that the leadership change could stall South Korea's largest AI infrastructure program. The country uses the GPUs for sovereign AI projects, cloud computing, research institutes, startups and universities — and to develop its own foundation models.
The two sides are also keeping their joint projects, which include connecting Korean-designed AI accelerators to Nvidia infrastructure via NVLink, expanding AI computing capacity, researching physical AI and training specialized workers.
The leadership change in context
Huang resigned as CEO on November 12, and Chief Financial Officer Colette Kress took over as interim CEO. The confirmation on South Korea came from the South Korean government, following its meeting with Nvidia — so far, the company has not issued its own statement on its commitments to the country since the resignation.
Image credit: Anders Eidesvik, CC BY-SA 4.0, via Wikimedia Commons. Photo of Jensen Huang at Stanford University, April 30, 2026.
Fontes
- TechNode — Nvidia keeps South Korea 260,000-GPU supply plan
- Reuters, via KTWB — South Korea says Nvidia will keep GPU pledges after Huang's resignation
- Seoul Economic Daily — Nvidia Reaffirms 260,000 GPU Supply to Korea Despite Huang's Exit
- Money Today — Deputy PM Bae: 'Nvidia cooperation will continue despite Jensen Huang's resignation'
Transparency: this article was produced with the assistance of artificial intelligence, cross-referencing public posts on X and sources on the internet. Please consult the original sources listed above to confirm the information.
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