Why NVIDIA (NVDA) Is Up 8.7% After Landmark AI Partnerships With Samsung and Hyundai in Korea

• On October 31, 2025, NVIDIA announced a sweeping series of AI-focused alliances in South Korea, highlighted by a new AI factory initiative with Samsung Electronics, expanded partnerships with Hyundai Motor Group and SK Group, and major collaborations to build out national sovereign AI infrastructure using tens of thousands of NVIDIA GPUs.
• This wave of partnerships positions NVIDIA at the center of Korea’s transition to AI-driven manufacturing, robotics, and digital transformation, with Samsung integrating NVIDIA technologies into semiconductor production and Hyundai leveraging NVIDIA’s Blackwell platform to develop smart factories, autonomous vehicles, and new physical AI models.
• We’ll examine how NVIDIA’s leadership in powering Korea’s advanced AI factories could reinforce its investment narrative of multi-year, diversified growth and platform expansion.

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NVIDIA Investment Narrative Recap

NVIDIA’s investment story is anchored in its leadership across accelerated AI computing, with a multi-year runway driven by AI infrastructure buildouts, robust innovation cadence, and expanding software ecosystems. The headline news of sweeping AI alliances in South Korea, with Samsung, Hyundai, and SK Group, cements NVIDIA at the heart of the nation’s AI and manufacturing transformation, but the most important near-term catalyst remains visibility on global AI data center demand. The biggest present risk is still the uncertainty over US-China export controls and licensing for advanced chip architectures, which could affect a large, fast-growing market segment; this news does not alter those risk or catalyst calculations in a material way.

Of the recent developments, the collaboration with Samsung to create an AI-powered semiconductor “factory” integrating more than 50,000 NVIDIA GPUs stands out for its relevance. This initiative demonstrates how NVIDIA’s core compute and software capabilities are becoming deeply embedded in next-generation chip manufacturing, linking directly to the secular demand for AI solutions, a key underpinning of the current long-term bull thesis. In the context of global catalysts, such flagship deployments reinforce NVIDIA’s position but do not resolve geopolitical overhangs or supply chain fragility.

But for investors, there’s a critical issue being watched closely: despite all the growth headlines, new deals abroad don’t change the fact that NVIDIA’s Blackwell and H20 licensing for China remains uncertain, here’s what investors should keep in mind about...

Read the full narrative on NVIDIA (it's free!)

NVIDIA's outlook forecasts $337.2 billion in revenue and $187.9 billion in earnings by 2028. This is based on an expected annual revenue growth rate of 26.8% and an increase in earnings of $101.3 billion from the current $86.6 billion.

Uncover how NVIDIA's forecasts yield a $225.50 fair value, a 11% upside to its current price.

Exploring Other Perspectives

429 members of the Simply Wall St Community estimate NVIDIA’s fair value from US$90.15 to US$341.12, reflecting wide-ranging outlooks. Persistent risks surrounding US-China export controls remain a key factor shaping sentiment and future performance.

Explore 429 other fair value estimates on NVIDIA - why the stock might be worth as much as 68% more than the current price!

Build Your Own NVIDIA Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your NVIDIA research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free NVIDIA research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NVIDIA's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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