00:00안녕하세요.
00:32제 공연의 관계는
00:33buttons and the customers who are here
00:36we're doing a lot of very important work as you know
00:39artificial intelligence build out is accelerating
00:43we had a very very uh big year last year
00:47and the Korean market is doing very well
00:49very happy about that
00:50the second half is going to be much larger than
00:53the first half and next year is going to be very very large
00:56상처를 마치게 하고 좋은 일조 Etc.
01:03우리 공개 자체치들을 다 할 수 있는 일은 가장 좋은 일을 하고 있어.
01:06어떤 당장에서 지고 있는 것들은 무엇인가요?
01:13어떤 당장에서 지고 있는 것들은 다른 기회들이 들을까요?
01:18어떤 당장에서 지고 있는 것들은 어떤 당장에서 지고 있는 것들을 할 수 있는 일이 있는 것들이 entrer죠.
01:20단어 수제적으로 지고 있는 것들은 어떤 불가능을 하고 있는 것들은?
01:26QS, DRAMs, HBM memory, chips, and we have a very significant, very large AI infrastructure
01:35build-out.
01:36Already a very successful first half.
01:38Grace Blackwell, our system, is doing very well, and Vera Rubin is in full production,
01:45so we're going to be very busy this second half.
01:47Last time you brought GPUs for Korea, do you have any gifts for Korea this time?
01:53Did I bring any gifts for Korea?
01:56I brought a lot of business for Korea.
02:00No, we have, we have, I have some surprises.
02:04When are you going to rebuild the surprises?
02:07I cannot tell you, otherwise it would not be a surprise.
02:10Okay, so do you have scheduled meetings with Samsung and Hyundai?
02:13I have many meetings scheduled with Hyundai, LG, SK, Samsung of course, Naver, I have many,
02:23many meetings scheduled.
02:25So, are memory makers going to supply HBM's hybrid opening next year?
02:32I'm not sure what our, what our plans are for next year yet, but as soon as we have our
02:37plans I'll let you know.
02:39Well, this is, this one is an easy one, do you like Korean BBQ?
02:43You're going to have it tonight, right?
02:45I love Korean BBQ, I love fried chicken, Korean fried chicken, and Samgye Tung is excellent,
02:52it's all delicious.
02:53Do you have plans to promote new RTX Spark platform?
02:59I may talk about it, you know, we announced RTX Spark.
03:03It's the first complete redesign of a PC in the last 40 years.
03:08This PC is designed to do everything that, that we can do in the PC today.
03:14It is the most advanced PC in the world.
03:16It's also going to be prepared for AI agents, which will be your assistant on your PC in the
03:22future.
03:22And so we're very excited about that.
03:42What, what, what was the rumor?
03:48We are going to use a lot of high-speed memory, and of course memory is constrained, and so
03:56we have to be smart about using it in all of our systems, and so we're, we're continuing
04:01to work with our partners here to make sure that we support as much supply as possible,
04:06possible, but use the supply as smartly as possible.
04:15Happy birthday!
04:16Yeah.
04:17Can you give me an opportunity to take a .
04:20Sure.
04:21Sure.
04:22Somebody give me a pen.
04:26Here, let me borrow your phone.
04:27Oh, thank you.
04:29Happy birthday.
04:30Thank you.
04:38Go ahead.
04:39I'm listening to you.
04:40It's still recording.
04:41Oh, yeah.
04:43NVIDIA and the Korean government have a common interest about the established
04:49company.
04:50What do you think about the R&D center?
04:52So, new .
04:57So, kind of.
05:01R&D center.
05:02NVIDIA is fine.
05:03Well, we've already started hiring for our R&D center here in Korea.
05:08Korea is an excellent, excellent place to invest in R&D centers because there's excellent
05:16AI expertise, robotics expertise.
05:20And because Korea is a manufacturing center of the world, we can apply the robotics technology,
05:27the physical AI technology that we invent here for the industry here.
05:32There's also a great deal of semiconductor technology here and the manufacturing of semiconductors
05:37will become increasingly robotics and increasingly AI driven in the future.
05:41And so, we have a great opportunity to partner with the semiconductor companies here as well.
05:45So, do you have a system trying to establish a timeline?
05:50Well, we're already hiring people.
05:52I'm not exactly sure how many people we've already hired, but we're going to continue
05:55to hire people here.
05:56I mean a new site.
05:57A new site?
05:59Well, as soon as we have enough people here, then we'll build a site.
06:03Yeah, we'll build a site.
06:05You know, Korea is so good at building things.
06:07I have no trouble building a beautiful site here when the time is ready.
06:11Okay.
06:13Huh?
06:14Yeah, yeah.
06:15Now?
06:16In front of all these beautiful women?
06:18All right.
06:19It's his birthday, okay?
06:21Let's not be mad at that.
06:22Happy birthday.
06:24All right.
06:26Happy birthday.
06:27All right.
06:29Yes, ma'am.
06:29So, they're moving.
06:31It's in full production.
06:32Yes, ma'am.
06:33Because that is my day.
06:36Does that mean three memory makers, including Samsung, maybe, have been qualified to supply
06:43HBM or to NVIDIA?
06:46And is Samsung the first vendor?
06:48All three vendors have been qualified.
06:51All three vendors are in production.
06:54And they're all racing.
06:57They're racing all to support Baron Rubin.
07:01Thank you.
07:02Thank you.
07:04All set?
07:06All good?
07:06Yeah.
07:10So, one key for Korean investors, if you have to...
07:16You speak louder, so I can hear you.
07:18Yeah.
07:19So, if you have to just one sub-sector, you would like to invest in Korea?
07:23That would be a lot of advice for Korean investors.
07:29It's okay.
07:31No, it's okay.
07:32I can...
07:32What was the question?
07:34You just got to say it out loud.
07:36No, no.
07:36I think...
07:39Oh, okay.
07:41Okay.
07:42Yeah.
07:42Korea has many sectors to invest in.
07:46Of course, robotics is going to be the next major sector here in Korea.
07:50Korea is extraordinary at manufacturing, megatronics, and also artificial intelligence.
07:57The fusion of all of that technology is perfect robotics.
08:00You also have a very large local industry that is able to support the robotics industry, the
08:08robotics development.
08:09And so, this is a great opportunity, great future for Korea to invest in AI.
08:14All right.
08:15I'll look forward to seeing you guys next couple of days.
08:18Thank you.
08:18I'm likes a team.
08:19Thank you.
08:20Thank you.
08:20Thank you.
08:21Thank you.
08:22끝! 끝!
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