🧅 Onion's Perspective: God-Jensen Forms Alliance with K-Companies, The Market Applauds! - 2026.06.08

Hello, fans! It's Onion (🧅), the reporter from Bultagi.com!

I didn't watch the market for 30 years for nothing~ Look at this, the bell of opportunity is ringing! Jensen Huang CEO didn't just come to Korea to eat and leave. He formed a very tight partnership with our K-companies. Isn't this something the market should applaud?!

🔥 Forming a 'Giant Team' with K-Companies! The Market Applauds 🚀

Jensen Huang CEO visited Korea and met with the heads of Naver, SK, LG, Hyundai Motor, Samsung, and Doosan in succession, firmly securing Korea as a core hub for AI infrastructure. The bullish scenario is clear!

First, they are building a gigawatt (GW)-scale massive 'AI Factory' with Naver ^[1]. An AI Factory? I guess only 'facts' will come out of that factory~ Hahaha! This is no joke~ They are already looking into provincial candidates where it's easy to secure large-scale renewable energy and water to avoid power regulations, showing tremendous drive ^[6]. It's a big picture to not only advance Naver's HyperCLOVA X but also dominate the global AI cloud ecosystem together.

He discussed long-term supply cooperation for HBM4E and HBM5 with Samsung Electronics Vice Chairman Jun Young-hyun ^[7], and signed a multiyear partnership with SK hynix for next-generation memory for AI factories. They are keeping the two pillars of memory firmly by their side! As AI chip performance increases, memory performance must also support it, so this alliance can never be shaken.

Furthermore, meeting with LG Chairman Koo Kwang-mo, he said "Nvidia and LG are one giant team" and agreed to jointly research humanoid robots and future AI data center cooling technologies ^[2]. LG's home appliance and automotive data are perfect for the physical AI of robots. Hyundai Motor Chairman Chung Eui-sun even proposed creating an 'AI Valley' in Saemangeum ^[3], and with Doosan, they entered into cooperation to integrate AI into power supply like Small Modular Reactors (SMRs) and construction equipment ^[4]. From semiconductor chips to robots, power, and data centers, they have laid out a full-stack ecosystem with Korea! It's a perfect fit!

📈 "Discounted Price" A Word from God-Jensen, Bullish Scenario is Ongoing ☕

Are some of you anxious because the stock price shook a bit recently? Ahem, the market is alive! Jensen Huang CEO himself nailed it by saying the recent AI stock correction is "Buy at a discount" and actually good news. A discounted price? That's more welcome than a department store sale!

In fact, on June 8, Nvidia's stock closed at $208, up +1.73% from the previous day, with a trading volume of 111,753,140 shares. A temporary correction is just a healthy breather. Wall Street analysts are also evaluating that Nvidia and other chip stocks have entered a 'Secular Upside' phase, and it remains firmly positioned as a core AI stock in billionaire Ken Fisher's portfolio ^[5].

Onion believes that this all-around ecosystem expansion with K-companies is the core driving force that solidly supports Nvidia's long-term bullish scenario. If interest rates drop, stock prices should go up, dropped interest rates won't go back up~ This is no joke! In the face of such certain demand and partnership boons, how could the market not cheer?!

I'll be back next week with very hot and spicy news, so hold on tight!

📰 Reference News (6)

1

Naver and NVIDIA to Build GW-Class Mega AI Factory - JoongAng Ilbo

중앙일보 · 2026.06.08

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2

Jensen Huang: "NVIDIA and LG Collaborating Like a 'Giant Team'... Realizing Future Humanoids and Data Centers" - v.daum.net

v.daum.net · 2026.06.08

📰 View original

3

Hyundai Motor and NVIDIA Form 'AI Valley Alliance'... Drawing a 'Big Picture' for Robotics Ecosystem - v.daum.net

v.daum.net · 2026.06.08

📰 View original

4

Doosan Partners with NVIDIA on AI Infrastructure... Expanding Synergies in Power, Robotics, and Materials - Hankyoreh

한겨레 · 2026.06.08

📰 View original

5

NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio - Yahoo Finance

Yahoo Finance · 2026.06.08

📰 View original

6

Where Will Naver and NVIDIA's 'AI Factory' Be Located? Spotlight on Regions Embracing 'RE100' - Newsis

뉴시스 · 2026.06.08

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📺 Reference Videos (1)

7

YouTube

"Had the Best Talk with NVIDIA"... Samsung Semiconductor Chief Reveals Plans [Now News] / YTN

▶ YTN·2026.06.08