Nvidia CEO Jen-Hsun Huang recently had a "beer + fried chicken" dinner with Samsung Electronics Chairman Lee Jae-yong and Hyundai Motor Group Chairman Chung Eui-sun at a chain fried chicken restaurant in Gangnam, Seoul. This seemingly casual dinner instantly caused a sensation in the Korean market and was nicknamed the "Jensanity (Huang Jen-Hsun Effect)" by the media. Because of its strong symbolic meaning,The next day, the stock prices of Korean chicken-related companies rose sharply, with the highest increase reaching 30%.
The dining place is named“Kkanbu Chicken”reporters, passers-by, and TV live broadcasts swarmed in at the affordable store that night. The screen showed that Huang ordered classic snacks such as boneless fried chicken and cheese sticks, and personally rang the "golden bell" in the store to pay a bill of about US$1,800. He laughed and said to the media outside the store, "I like fried chicken, I like beer, and I prefer eating fried chicken and drinking beer with my friends."
The hype spread rapidly. The next day, the stock price of Kyochon, a competitor of the fried chicken chain brand, jumped by about 20%. Cherrybro, a poultry processing company, soared. The trading volume of Neuromeka, a robotic fried chicken equipment company, surged to about 200 times the usual level, reflecting investors' enthusiastic expectations for the "Jensen Huang Effect."
It’s worth noting that this fried chicken dinner isn’t purely social. The next day, Nvidia announced an unprecedented AI cooperation agreement with the Korean government and several consortiums.More than 260,000 advanced AI chips will be provided to South Korea, increasing South Korea's overall AI chip holdings from 65,000 to more than 300,000.The agreement was formally finalized during the APEC CEO Summit.
According to the agreement, Samsung Electronics and SK Group will each receive 50,000 GPUs for semiconductor production optimization and advanced process research and development; Hyundai Motor will deploy 50,000 Blackwell GPUs for autonomous driving and robotics technology; the Korean government will use 50,000 chips to build a national AI computing center to strengthen infrastructure.
At the same time, NVIDIA's market value exceeded US$5 trillion this week, once again setting a new record for technology companies, and its stock price has risen by more than 50% during the year. Huang Renxun revealed at the GTC conference,NVIDIA has locked in approximately US$500 billion in orders through 2026, showing that global AI infrastructure demand is still expanding rapidly.