NVIDIA Secures SK Hynix HBM Memory In $500B AI Infrastructure Deal
As global demand for AI compute continues to outpace available hardware, NVIDIA and South Korea’s SK Group have announced an expanded, multi-faceted partnership valued at over $500 billion. Formalized via letters of intent at an AI Summit in San Francisco, the overarching agreement spans multi-gigawatt AI factory construction and a long-term memory supply deal with SK hynix.
The centerpiece of the expanded infrastructure deal is SK Telecom, which will construct a massive 2-gigawatt AI cloud facility in South Korea. Built on NVIDIA’s full-stack DSX AI factory architecture, the multi-gigawatt data center will deploy NVIDIA’s next-generation Vera Rubin platforms running on SK hynix’s HBM4 memory modules. The first phase of this AI factory is slated to come online in 2027, delivering gigawatt-scale compute for enterprise, agentic AI, and physical AI workloads across the Asia-Pacific region.
While 2 gigawatts of cloud infrastructure is a big deal, the agreement builds directly on SK...
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