The South Korean government announced in July its plan to invest $919 billion by 2029 to build 8.4 GW of data center hashrate, ultimately expanding the total scale to 18.4 GW by 2035, elevating AI to a national strategy. This move will open up a massive sovereign AI market for NVIDIA. SK Group has already committed to purchasing 2 GW of Rubin systems, and Naver has signed a 200 MW order. However, analysis indicates that this plan is not purely beneficial for Samsung and SK Hynix, as South Korea lacks domestic suppliers capable of producing cutting-edge AI accelerators. NVIDIA may have already reached a long-term agreement with SK Hynix for SOCAMM and secured favorable pricing for HBM in 2027.