Details
- SK Group and NVIDIA agreed a $500 billion-plus strategic partnership spanning AI factories and next-generation memory, formalized through letters of intent.
- The collaboration involves SK Telecom, SK hynix and NVIDIA, with Jensen Huang and Chey Tae-won positioning South Korea as a future global AI hub.
- SK Telecom will build a 2-gigawatt AI Cloud in Korea using NVIDIA's DSX platform and Vera Rubin accelerated computing with SK hynix HBM4, with the first AI factory targeted to go online in 2027.
- The deal deepens a longstanding NVIDIA–SK relationship, expanding from prior manufacturing AI cloud and 50,000+ GPU AI factory projects into sovereign, physical, agentic and enterprise AI services across Asia-Pacific.
- SK hynix and NVIDIA enter a long-term AI memory partnership to co-develop and optimize next-generation memory, including HBM, securing stable supply for NVIDIA while giving SK hynix a growth platform in AI data center and agentic/physical AI workloads.
Impact
This initiative reinforces South Korea’s role in the global AI infrastructure race, adding multi-gigawatt AI factories to a market already constrained by GPU and HBM supply. Over the next 12–24 months, it is likely to shape AI data center buildouts, accelerate sovereign and industrial AI adoption in Asia-Pacific, and steer R&D toward tightly integrated compute–memory stacks optimized for large-scale agentic and physical AI systems.
