Samsung Electronics Executive Chairman Jay Y. Lee, SK Group Chairman Chey Tae-won and Naver Chairman Lee Hae-jin are expected to meet Nvidia Chief Executive Jensen Huang in Silicon Valley on July 24, according to people familiar with the matter, in what would be one of the highest-level gatherings yet of executives shaping the global artificial-intelligence industry.
The roundtable is expected to include the leaders of Samsung, SK Group, Naver and Nvidia. OpenAI Chief Executive Sam Altman and Anthropic Chief Executive Dario Amodei are also being discussed as potential participants, although their attendance hasn’t been confirmed.
If the meeting proceeds as planned, it would bring together leaders representing nearly every critical segment of the AI ecosystem—from advanced memory and AI processors to frontier AI models and cloud services—highlighting the increasingly interconnected nature of the industry’s global supply chain.
The gathering would come just weeks after Huang visited South Korea, where he met executives from Samsung Electronics, SK Group, Hyundai Motor Group, LG Group and Naver, underscoring Nvidia’s efforts to deepen partnerships with Korean companies as demand for AI infrastructure continues to expand.
South Korea has become an increasingly important pillar of the global AI supply chain, evolving from a leading memory producer into a strategic infrastructure partner for U.S. technology companies. American AI developers have steadily expanded collaboration with Korean chipmakers as investment in AI computing accelerates.
Samsung Electronics and SK hynix supply Nvidia with high-bandwidth memory, or HBM, used in its AI accelerators. Both companies are also expected to provide HBM4 chips for Nvidia’s next-generation Vera Rubin AI platform, scheduled for launch later this year.
The two Korean memory makers also supply advanced memory for OpenAI’s in-house AI chips. Last year, they reached agreements to provide high-performance memory for Stargate, a multiyear AI infrastructure initiative expected to require hundreds of billions of U.S. dollars in investment.
Cooperation has expanded beyond memory. Samsung Foundry is manufacturing Groq’s Groq 3 inference processor, while Anthropic has recently discussed producing AI chips using Samsung’s 2-nanometer manufacturing process, according to industry officials.
Naver is expected to discuss potential cooperation on AI factory projects. AI factories integrate GPU clusters, hyperscale data centers, power systems and cooling infrastructure with AI models and cloud software to support large-scale AI computing for enterprises and governments.
The meeting could also help ease investor concerns that spending on AI infrastructure may be approaching a peak.
Shares of Nvidia, Samsung Electronics, SK hynix and Micron Technology have retreated from recent highs as investors question whether the rapid pace of AI-related capital spending can be sustained.
Many executives and analysts, however, continue to expect AI infrastructure investment to remain resilient over the next two to three years. Continued spending by hyperscale cloud providers and frontier AI developers is widely expected to keep supplies of advanced memory tight through at least next year, supporting demand across the semiconductor industry.
