Bloomberg Podcasts

Jensen Huang

Nvidia’s Korea commitments quantify an AI infrastructure cycle: an SK Group partnership exceeding $500 billion in business, plus a $1B investment in likely Naver as Korean capacity expands.Huang expects computers serving 100 billion agents and billions of robots to make semiconductors 10 times larger within a decade, but HBM, power, land, and labor constraints may throttle growth to roughly doubling annually.