Samsung, SK and Naver Leaders May Meet Nvidia CEO Jensen Huang in Silicon Valley

 Senior leaders from Samsung, SK Group and Naver are reportedly preparing to meet Nvidia CEO Jensen Huang in Silicon Valley, potentially bringing together some of the most important companies in the global artificial intelligence supply chain.

AI-generated image 

The gathering is reportedly being considered for July 24. OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei may also participate, although neither the meeting schedule nor the final list of attendees has been officially confirmed.

Why the Potential Meeting Matters

If the meeting takes place as reported, it could bring together leaders representing several essential layers of the AI industry.

Samsung Electronics and SK Hynix are major producers of advanced memory chips, including high-bandwidth memory, or HBM. Nvidia dominates the global market for AI accelerators, while Naver operates AI models, cloud services and data-center infrastructure in South Korea.

▲ Nvidia CEO Jensen Huang, SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, and Naver Chairman Lee Hae-jin are handing out snacks to the public near Hongik University Station in Mapo-gu, Seoul, on June 5. 

OpenAI and Anthropic would add another important layer: the companies developing some of the world’s most influential generative AI models.

The potential participants therefore represent much of the modern AI value chain:

Samsung Electronics and SK Hynix: memory and semiconductor manufacturing

Nvidia: GPUs and AI computing platforms

Naver: cloud infrastructure, data centers and AI services

OpenAI and Anthropic: generative AI models and applications

▲ Nvidia CEO Jensen Huang, who visited South Korea for the Asia-Pacific Economic Cooperation (APEC) summit, poses for a commemorative photo during a 'chimaek' (chicken and beer) gathering with Samsung Electronics Chairman Lee Jae-yong and Hyundai Motor Group Executive Chair Euisun Chung at a fried chicken restaurant in Samseong-dong, Seoul, on October 30 last year. Photo by Yonhap News 

This combination explains why the possible meeting is attracting attention in South Korea.

HBM Is a Critical Part of the AI Boom

HBM is a type of advanced memory designed to move large amounts of data at extremely high speeds. It is essential for training and operating large AI models because AI accelerators must process enormous volumes of information.

As Nvidia continues to introduce more powerful AI platforms, demand for advanced HBM products is expected to remain strategically important.

Samsung Electronics and SK Hynix are both key players in the global memory industry. Their partnerships with Nvidia and other AI companies could determine how quickly the global AI infrastructure market expands.

Possible topics at the Silicon Valley meeting may include next-generation HBM supplies, semiconductor manufacturing and long-term AI supply-chain cooperation. However, the companies have not publicly confirmed a detailed agenda.

Naver’s AI Factory Ambition

Naver is also seeking to expand its AI infrastructure through what it calls an “AI factory.”

An AI factory is a large computing facility designed specifically for AI workloads. It combines GPU servers, high-speed networking, data-center buildings, electricity and cooling systems to train AI models and deliver AI services at scale.

Naver founder and board chairman Lee Hae-jin, CEO Choi Soo-yeon and CFO Kim Hee-cheol are reportedly visiting Toronto before traveling to the United States.

In Canada, the Naver executives are expected to visit Brookfield, one of the world’s largest alternative asset managers. Brookfield has been involved in a major AI infrastructure investment program with Nvidia and other partners.

The visit has generated speculation that Naver could seek financial and infrastructure support for its AI factory project. Nevertheless, no final investment agreement or confirmed funding amount has been announced.

South Korea Wants a Larger Role in Global AI

South Korea has long been a major supplier of memory chips to the global technology industry. The AI boom, however, is creating an opportunity for the country to move beyond its traditional position as a component supplier.

The emerging strategy connects three major strengths:

Advanced memory and semiconductor production

Global AI computing platforms

Cloud infrastructure and consumer AI services

If Samsung, SK, Naver and Nvidia deepen their cooperation, South Korea could gain a larger role across the entire AI ecosystem—from semiconductor production to data centers and commercial AI services.

What to Watch Next

Several key details remain unconfirmed. The most important developments to watch include:

Whether the July 24 meeting takes place

Whether Sam Altman and Dario Amodei attend

Whether new HBM or foundry agreements are announced

Whether Naver and Brookfield reach an investment agreement

Where Naver’s AI factories will be built

How much capital will be committed to the projects

The significance of the potential meeting goes beyond a gathering of well-known technology executives. It reflects South Korea’s effort to connect its world-class memory industry with global AI chips, infrastructure capital and software services.

If the discussions lead to concrete agreements, South Korea could strengthen its position as one of the central countries in the global AI supply chain.