00:00안녕하세요.
00:02안녕하세요.
00:30I'm back because
00:32I want to thank all of my
00:34partners and
00:35customers who are here.
00:37We're doing a lot of very important work
00:39as you know. Artificial intelligence
00:42build-out is accelerating.
00:44We had a very
00:46big year last year
00:47and the Korea market is doing
00:50very well. I'm very happy about that.
00:51The second half is going to be much larger
00:54than the first half
00:56and next year is going to be very, very large
00:58and so I want to make sure that
01:01our partners
01:02are aligned and prepared and
01:03we have a lot of work to do and so
01:06our partners are doing a very good job.
01:08What specific topics do you want to do?
01:14Okay.
01:15What specific topic do you want to discuss
01:17with Korean partners?
01:19Well, mostly it's to align
01:21our supply chain because
01:23we all have to manufacture a great deal
01:26of technology.
01:28DRAMs, HBM memories,
01:30chips,
01:32and we have a very
01:34significant, very large AI infrastructure
01:36build-out.
01:37Already a very successful first half.
01:40Grace Blackwell, our system,
01:42is doing very well and
01:44Vera Rubin is in full production
01:46so we're going to be very busy
01:48this second half.
01:49Last time you brought GPUs for Korea.
01:52Do you have any gifts here this time?
01:54Did I bring any gifts for Korea?
01:58Did I bring any gifts for Korea?
01:58I brought a lot of business for Korea.
02:01No, we have...
02:02I have some surprises.
02:05When are you going to rebuild the surprises?
02:09I cannot tell you.
02:10Otherwise it would not be a surprise.
02:12Do you have scheduled meetings with Samsung and Hyundai?
02:15I have many meetings scheduled with Hyundai, LG, SK, Samsung, of course, Naver.
02:23I have many, many meetings scheduled.
02:26So, are memory makers going to supply
02:29HDMI hybrid opening next year?
02:33I'm not sure what our plans are for next year yet,
02:37but as soon as we have our plans,
02:39I'll let you know.
02:41Well, this one is easy.
02:43Do you like Korean BBQ?
02:45You're going to have it tonight, right?
02:46I love Korean BBQ.
02:48I love fried chicken,
02:49Korean fried chicken,
02:50and Samgye Tung is excellent.
02:53It's all delicious.
02:55Do you have plans to promote
02:57the new RTX Spark platform?
03:01I may talk about it.
03:03You know, we announced RTX Spark.
03:05It's the first complete redesign of a PC in the last 40 years.
03:09This PC is designed to do everything that we can do in the PC today.
03:15It is the most advanced PC in the world.
03:17It's also going to be prepared for AI agents,
03:21which will be your assistant on your PC in the future.
03:24And so we're very excited about that.
03:44We are going to use a lot of high-speed memory.
03:48And, of course, memory is constrained,
03:51and so we have to be smart about using it in all of our systems.
03:55And so we're continuing to work with our partners here
03:58to make sure that we support as much supply as possible,
04:01but use the supply as smartly as possible.
04:04Yes, and I have a panel for you today,
04:08and today is my birthday.
04:10Happy birthday!
04:12Yeah.
04:12Can I give you a opportunity to take a first week ahead?
04:16Sure.
04:16Sure.
04:17Here, somebody give me a pen.
04:21Here, let me borrow your phone.
04:23Oh, thank you.
04:24Happy birthday.
04:25Thank you.
04:33Go ahead. I'm listening to you.
04:35It's still recording.
04:37Oh, yeah.
04:59Oh, we've already started hiring for our R&D center here in Korea.
05:03Korea is an excellent place to invest in R&D centers because there's excellent AI expertise,
05:14robotics expertise, and because Korea is a manufacturing center of the world,
05:20we can apply the robotics technology, the physical AI technology that we invent here for the industry here.
05:27There's also a great deal of semiconductor technology here, and the manufacturing of semiconductors will become increasingly robotic and increasingly
05:35AI-driven in the future,
05:36and so we have a great opportunity to partner with the semiconductor companies here as well.
05:46Yeah.
05:46Well, we're already hiring people.
05:47I'm not exactly sure how many people we've already hired, but we're going to continue to hire people here.
05:51A new site.
05:53A new site?
05:54A new site?
05:54Well, as soon as we have enough people here, then we'll...
05:58A new site.
05:59A new site?
06:00Well, as soon as we have enough people here, then we'll build a site.
06:05Yeah, we'll build a site.
06:06You know, Korea is so good at building things.
06:09Yeah.
06:09I have no trouble building a beautiful site here when the time is ready.
06:13Okay.
06:13That's okay.
06:14Huh?
06:15Yeah, yeah.
06:17Now?
06:17In front of all these beautiful women?
06:20All right.
06:21It's his birthday, okay?
06:22Let's not be mad at that.
06:24Happy birthday.
06:25All right.
06:27Happy birthday.
06:28All right.
06:30Yes, ma'am.
06:31Yes, ma'am.
06:32Yes, ma'am.
06:35Yes, ma'am.
06:37Does that mean three memory makers, including Samsung, maybe, have been qualified to supply
06:45HTM or to NVIDIA?
06:47And is Samsung the first vendor?
06:49All three vendors have been qualified.
06:53All three vendors are in production, and they're all racing...
06:59They're racing all to support very Rubin.
07:03Thank you.
07:03Thank you.
07:05All set?
07:07All good?
07:08Wow.
07:09Yeah.
07:11So, one key for Korean investors, what would you ask if you have to...
07:17You speak louder, so I can hear you.
07:19Yeah.
07:20So, if you have to speak just one sub-sector, you'd like to invest in today?
07:24That would be a lot for Korean investors.
07:28No, no.
07:30It's okay.
07:32It's okay.
07:32No, it's okay.
07:33I can...
07:33What was the question?
07:36You just gotta say it out loud.
07:37No, no.
07:38I think...
07:41Oh, okay.
07:42Okay.
07:43Yeah.
07:44Korea has many sectors to invest in.
07:47Of course, robotics is going to be the next major sector here in Korea.
07:52Korea is extraordinary at manufacturing, megatronics, and also artificial intelligence.
07:58The fusion of all of that technology is perfect robotics.
08:02You also have a very large local industry that is able to support the robotics industry,
08:09the robotics development.
08:10And so, this is a great opportunity, great future for Korea to invest in AI.
08:16All right.
08:16All right.
08:17I'll look forward to seeing you guys in the next couple of days.
08:19Thank you!
08:20Thank you!
08:21워싱턴! 워싱턴! 워싱턴!
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