South Korean Minister Says Contracted Nvidia GPU Supply Is Unaffected

South Korea’s industry minister said Monday, Nov. 9, that current issues affecting Nvidia would not disrupt GPU supply already covered by contracts, offering a limited assurance for the country’s AI infrastructure buildout. The issues affecting Nvidia were not specified. Its stated scope was GPU supply under existing contracts; it did not establish whether future orders would be covered. The supply question matters to South Korea’s AI infrastructure plans, which are closely tied to Nvidia hardware. SK Telecom’s 2-gigawatt data center is set to use Nvidia’s Vera Rubin systems and HBM4 memory. Nvidia is also investing $1 billion in Naver’s data center expansion. Separately, the Korea Investment Corporation plans to establish a strategic account of at least 20 trillion won for investment in AI and data centers.

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