“NVIDIA’s software, there’s no way for anyone to create it in an instant.”
“If a model emerges that makes money through AI, the communist ideology will collapse as well.”
“SK Group Chairman Choi Tae-won said on the 19th about NVIDIA, which dominates the chip market amid the AI boom, ‘Honestly, in 2-3 years, there are almost no rivals to consider.'”
“Chairman Choi made these comments while speaking at the ‘AI Era, Our Company’s Challenge and Future Vision’ talk show at the 47th Jeju Forum hosted by the Korea Chamber of Commerce and Industry.”
“Chairman Choi’s remarks came in the process of questioning when NVIDIA’s dominance might be challenged and by whom. He said, ‘Handling graphics with graphic processing units (GPUs) is almost the same as AI computing, and NVIDIA has significantly advanced software that makes it easier. Even if someone creates similar chips, there’s no way to create software that drives the hardware in an instant, making it difficult to collapse as both hardware and software are in good condition for the next 2-3 years.”
“However, Chairman Choi’s outlook is that the situation could change in 2-3 years. He pointed out, ‘The model of making money with AI has not been clearly defined yet. The time after the current NVIDIA era requires a different form of chips, so NVIDIA’s advantages may collapse once the advantages that they have are lost.'”
“He also said, ‘Even though NVIDIA’s chip performance is good and expensive, they will continue to use it for the time being, but Microsoft, Google, and Amazon also have a strong demand to use their own chips. Depending on how their competitiveness rises, NVIDIA could collapse, and competitors such as AMD and Arm can also break the NVIDIA model by making good and inexpensive chips.’ Chairman Choi also mentioned, ‘If a model comes out within 2-3 years that makes money with AI, then you have to use expensive chips. In that case, it could last for more than 5 years.'”
“He also mentioned his recent business trip to the United States and meeting with CEOs of global big tech companies, saying, ‘Each of these companies has their own strategies, so understanding their strategies is important. Rather than creating large language models like big tech companies, it is important to know what each of them needs to sell our other solutions such as semiconductors.'”
“Currently, SK hynix is leading the AI memory market by practically monopolizing the supply of high bandwidth memory (HBM) integrated into GPUs to NVIDIA.”
“Chairman Choi also met with NVIDIA CEO Jensen Huang at the NVIDIA headquarters in Santa Clara, USA last April to discuss ways to strengthen partnerships.”