[1인치 영어] Nvidia and AMD~

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Nvidia and AMD CEOs Rally Behind President Trump’s AI Plan (WSJ. 20250724)

Chief executives of chip giants Nvidia and Advanced Micro Devices have supported President Trump's new AI action plan, which also has been embraced by the broader tech and business community. The plan promises to streamline the development and use of AI and boost exports of American tech, including semiconductors that are essential for AI. At a tech industry event yesterday, Trump took a moment to recognize the Nvidia and AMD CEOs as leaders who are vital to helping America win the AI race. And we are exclusively reporting that Walmart is taking a step back and consolidating its numerous AI agents into four superagents to simplify user experience. In recent months, the company has built dozens of agents, but now the superagents will be for customers, employees, engineers, and sellers/suppliers. The company plans to announce the changes today. The customer-facing agent is already available, with others expected to launch this year and next year. Finally, the South Korean memory chip maker SK Hynix plans to increase spending this year to meet strong demand for its artificial intelligence chips after a record second quarter. The chip maker is the main supplier of high-bandwidth memory products for Nvidia. SK Hynix also plans to mass-produce new chips in the second half of 2025. This could potentially widen its lead over Samsung and Micron Technology.

반도체 기업 엔비디아, AMD를 포함해 여러 테크 기업이 트럼프의 AI 행동계획을 지지하고 있음. AI에 필수적인 반도체 등 AI 기술의 개발 및 활용을 간소화하고 수출을 지원하는 방안이 계획에 포함됨. 트럼프는 한 행사에서 엔비디아와 AMD가 AI 경쟁에서 미국이 앞서가는 데 기여하고 있다고 칭찬함. 한편 월마트가 여러 AI 에이전트를 4개의 슈퍼 에이전트로 통합할 예정임. 최근 월마트는 수십 개의 에이전트를 구축했으나 고객, 직원, 엔지니어, 판매/공금자용 슈퍼 에이전트로 간소화할 것임. 고객용 에이전트는 이미 사용가능하며 다른 에이전트는 올해 및 내년에 론칭됨. 한편 한국의 SK Hynix가 AI 반도체 수요에 맞춰 지출을 확대할 계획임. SK Hynix는 엔비디아에 HBM 제품의 주요 공급사임. SK Hynix는 올해 하반기에 신규 반도체를 대량 생산할 예정임. 이로써 삼성 및 Micron Technology보다 한참 앞서나갈 전망임