Jensen Huang promised to supply Nvidia GPUs to Korea first and 260,000 units

Jensen Huang promised to supply Nvidia GPUs to Korea first and 260,000 units. This is a transaction. Of that, 210,000 will be distributed to companies and 50,000 will be received by state agencies and the government. It is an asset that is hard to get even with money, so the current industry will read it as a positive signal. Korea’s industry, where a lot of GPUs are supplied, will take the lead in AI. After that declaration to back it up, we have to take seriously what changes we will face.

Most GPUs are produced in Taiwan because Nvidia does not directly produce them. In some cases, Taiwan’s supply has been disrupted due to the unstable climate and constant exposure to threats from China. If I were you, I would want to leave the factory in Taiwan, but there is no room to find that many high-skilled workers at once.
There is also ongoing conflict between the United States and China. The United States does not allow GPUs to be exported to China, and China has created its own alternative to GPUs. So, it’s not about whether to close the Taiwanese plant and produce it in Korea.

What is the future of AI that NVIDIA thinks. On top of that, ultra-big tech companies such as OpenAI, Google, Microsoft, Amazon, and Meta will be creating a picture that goes beyond our imagination. Imagine the transformation of AI’s ecosystem and system.
It will be possible to raise it to a level where AI replaces “intuition that only skilled workers can perform” in the production process, rather than simply producing chips and turning factories.

During the visit, Jensen Huang declared that South Korea will become a leading country in AI, a declaration that sounds like an experiment with how far AI can subvert the existing state system.

I watched what happened yesterday and today and imagined some things.

1. a wishful imagination

Right now, we will expand our data centers and produce more energy. Even now, the definition of energy is far away, and the imbalance between production and consumption is serious. Nuclear power plants are likely to be excluded from the candidate site and the fastest solar power will expand in order to expand the energy that can be produced right now. Solar power must secure the site. Closely, I imagine the salt fields of Sinan and the vast fields of Jeollanam-do covered with sunlight. Farmland will shrink and agriculture will shrink. The whole country could be reduced to a production site for energy to turn the data on.
Does solar power produce no carbon? Carbon is also used in manufacturing, production, installation, and disposal. If the entire country heats up energy production, what is lacking from renewable energy will eventually have to be replaced by carbon-generating energy.
When a country is immersed in AI, resources and energy are focused on it. The key is whether to transition while covering other types of needs.

With the introduction of AI into the national system, efficiency will increase and thus dependence on the manual will increase. The key is how to prepare for exceptions. It is a skilled human who can best cope with exceptions. How many of these humans we have will determine the success or failure of the system in the future. The state will need more data and more information for tighter manuals.

The information collected by self-driving cars is endless. These are not just potholes on the road to catch them. How much information can be collected by a camera.

For example, an elderly person with dementia recently disappeared in Anyang City, and 2,000 videos and photos were analyzed according to his usual behavior, and the time required for analysis was 1 second. And it didn’t take a few minutes to find his predictive path. And it took three hours for a man to search.
Every movement of an individual becomes data and material. Our daily life itself is used. I know that China has already gone through this.
A government with powerful information as a weapon emerges.

According to the argument of building a data center in a province that produces a lot of power, if the energy produced in the province is scarce, the province will make all-out efforts to become an energy production base, and the existing natural ecology is likely to be transformed. A whole new world begins.

If AI raises factory automation to the maximum, only a small number of high-skilled workers will remain and low-skilled workers will disappear. Maybe the opposite is true. There are many cases where things change when they are actually implemented. I wanted artificial intelligence to do something dangerous first, but I guess it’s just copying people’s drawings.

Seriously, the end of labor is coming.
Will it take 10 years.

2. What about Coupang?

Coupang’s establishment in Korean society is not irrelevant to the rapid establishment of high-speed Internet networks. I see these two issues in the same context. People who are accustomed to competition, which is not urgent but urgent, are accustomed to self-adulteration and drive themselves at speed. This is emotion. Emotions of people living in this land.

Coupang’s early morning delivery connected the inside of the city like a neural network. The distribution market is broken. It was already started by Ali and Amazon before Coupang. If there was no Coupang, such a high-speed delivery system would not have come to Korea. It would have occurred naturally, like mushrooms blooming in a park in the city after rain.
Currently, Coupang eats up labor-skilled time by sucking up low-skilled workers. At the same time, it quickly supplies cheap goods to urban workers suffering from high labor. Those familiar with this place do not look for goods or wander around the city in search of goods, but rather place an order and wait. High-speed dawn delivery has changed lives. It has changed the flow of the retail market itself by overthrowing the distribution and consumption system.

It is all a stopgap measure to come up with support measures for small business owners. All it takes is to give candies to soothe crying children. The distribution network has been smashed, what kind of measures are small business owners taking? You should tell them to get out of there. Especially, clothes and miscellaneous goods that sell ready-made products are no longer possible. As national income has risen, impulsive purchase has become a virtue. Face-to-face shopping is just an event. Those who buy tickets for people who plan to spend should have changed their system.
The train derailed, but it’s still laying the tracks, so wait.

Coupang’s early morning delivery