Nuevo León Governor Samuel García at a press conference announcing a data center investment, with Nvidia denial overlaid, in a realistic news setting.
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Nvidia denies $1 billion investment in Nuevo León data center

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Nuevo León Governor Samuel García announced a $1 billion investment for a green AI data center, initially attributing it to Nvidia. The company denied any direct financial commitment, stating its support is limited to technological cooperation and talent training. García later clarified the investment comes from AI-GDC and Cipre Holding, using Nvidia technology.

At the 'México IA+ | Inversión Acelerada' event, organized by the federal Secretariat of Economy, the Business Coordinating Council (CCE), and Cipre Holding on November 12, Nuevo León Governor Samuel García declared the state would become Latin America's AI hub through a historic $1 billion investment in the first Green Data Center. 'Nuevo León se va a convertir en el hub de inteligencia artificial y qué mejor que con este gran anuncio, de una inversión histórica de un billón de dólares (mil millones de dólares) en Nuevo León, del primer Green Data Center. Eso nos tiene muy emocionados', García told the media.

The project, led by AI-Green Data Center (AI-GDC) in alliance with Cipre Holding, plans an initial $1 billion investment over the next 10 years, starting in 2026 with phases until 2030. It will use scalable infrastructure and Nvidia's high-performance processing technology for applications in manufacturing, health, and energy, operating with clean energy and efficient cooling. García also announced the creation of the Subsecretariat of Investments, Innovation, and Artificial Intelligence under the NCP program.

However, Nvidia issued a statement that day denying the claim: 'NVIDIA reafirma su compromiso con el fortalecimiento del ecosistema tecnológico en México y en toda América Latina. Se aclara que NVIDIA no realizará inversiones financieras en Nuevo León. El apoyo de la compañía a la transformación digital y al progreso tecnológico latinoamericano se basa exclusivamente en iniciativas de cooperación, investigación y formación de talento'. Later, García clarified that Nvidia designs and sells chips to companies building data centers, without direct investment.

Calista Redmond, Nvidia's vice president of Global AI Initiatives, stressed collaboration: 'En Nvidia nos sentimos muy honrados de ser recibidos en México para acompañarlos en este próximo capítulo de nuestro camino juntos'. The event aims to boost sovereign AI in Mexico, with projections to add $9 billion to annual FDI, according to CCE's Francisco Cervantes Díaz, enhancing productivity and GDP.

Nuevo León, with its industrial ecosystem in El Bajío and hubs like Monterrey, positions itself as a regional leader, though it faces challenges in training and energy sustainability for data centers.

人々が言っていること

Reactions on X to Governor Samuel García's announcement of a $1 billion Nvidia investment in a Nuevo León AI data center are predominantly skeptical and critical, following Nvidia's denial of direct financial involvement and clarification that support is limited to technology and training. Media outlets neutrally report the discrepancy and subsequent explanation that funding comes from AI-GDC and Cipre Holding. Some users mock the governor for exaggeration, while a few defend him, arguing criticism harms the state's image. High-engagement posts from journalists and media highlight the embarrassment and question the accuracy of the initial claim.

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Nvidia CEO Jensen Huang at APEC Summit announcing 260,000 GPU deployment for South Korean AI factories, with partner executives and tech displays.
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Nvidia plans 260,000 GPU deployment for South Korean AI factories

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Nvidia has announced plans to deploy up to 260,000 of its latest Blackwell GPUs in South Korea, partnering with the government and companies like Samsung Electronics, SK Group, Hyundai Motor Group, and Naver Cloud to build AI factories. The initiative will boost the country's AI computing capacity and offer significant opportunities for Samsung and SK hynix in supplying high-bandwidth memory chips. Nvidia CEO Jensen Huang praised South Korea's world-class memory technology during the APEC CEO Summit in Gyeongju.

NvidiaのCEOであるJensen Huang氏は、企業がOpenAIへの大規模投資から手を引く可能性を示唆する報道を否定した。台北で講演したHuang氏は、AI企業への支持を強調し、この取引がNvidia史上最大となる可能性があるが、以前議論された1000億ドルには遠く及ばないと述べた。これは以前の発表とパートナーシップの進展に関する最近の憶測の中で起こっている。

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Nvidia CEO Jensen Huang expressed confidence that South Korean companies will nimbly handle US tariff concerns during the Asia-Pacific Economic Cooperation (APEC) summit. He highlighted Korea's significant opportunities in physical AI and robotics, while praising partnerships with Samsung and SK hynix. The remarks came shortly after Seoul and Washington finalized a trade deal.

Spain's Ministry of Defense has announced the construction of two drone factories in León and Valladolid, with a 2 billion euro investment and 400 jobs created, as part of 79 modernization programs to be presented to NATO to justify 2% of GDP in defense spending. The initiative, driven by Indra and Edge, aims to strengthen military capabilities and national industry amid international tensions. State Secretary of Defense Amparo Valcarce highlighted that these drones will be the most advanced in Europe and NATO.

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北京は、NvidiaのH200 AIチップ数十万個の中国企業への販売を承認したと報じられており、米国の長期輸出規制後の重要な勝利となる。中国に対する米技術政策の顕著な進化を反映している。一方、NvidiaのCEOジェンスン・フアン氏は同国でくつろいだ外出を楽しんでいる。

中国は数週間の不確実性の後、Nvidiaの高性能AIチップの輸入を承認した。40万枚以上のH200チップが主要テック企業に到着予定。この動きは、技術需要を満たしつつ自立を追求する中国の取り組みを反映している。

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ドナルド・トランプ大統領は、NvidiaとAMDの特定の先進AIチップに25%の関税を発表し、中国への輸出を許可しつつ販売収益の一部を主張する。この政策はNvidiaのH200チップに対する以前の輸出禁止を逆転させるが、米国利益の資金調達のために課税を課す。業界幹部は、この措置を法的挑戦から安排を守る方法と見なしている。

 

 

 

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