Lee Jae-yong of Samsung Electronics, Chey Tae-won of SK Group, and Lee Hae-jin of Naver are arranging a roundtable meeting with NVIDIA CEO Jensen Huang in Silicon Valley this week, likely on July 24th. The discussion is expected to focus on the supply of NVIDIA's next-generation 'Vera Rubin' GPUs and global AI market memory. OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei are also reportedly discussing attendance.
Key AI infrastructure players are directly negotiating next-gen GPU and memory supply, indicating intense competition for critical compute resources.