Nvidia and SK Hynix Announce Multi-Year AI Memory Partnership

Nvidia and South Korea’s SK Hynix said they have agreed to a multi-year technology partnership focused on next-generation memory for AI factories and data centers.

The companies said the collaboration will support Nvidia’s AI infrastructure roadmap and help expand supply as demand for AI systems grows.

Nvidia also said SK Telecom will build AI infrastructure using Nvidia-powered AI cloud capacity and DSX AI Factory architecture to support AI startups, robotics, and industrial physical AI.

In a separate announcement, Nvidia said South Korea’s Naver will use its technology to build gigawatt-scale AI factories to meet rising demand for AI services and physical AI.

Nvidia chief executive Jensen Huang said the shortage of memory for AI infrastructure could last for years.

They announced a multi-year technology partnership to develop next-generation memory for AI factories and data centers.

The companies said it should help support Nvidia’s AI infrastructure plans and increase supply for the fast-growing AI buildout.

Nvidia said SK Telecom and Naver are also working with its technology on AI infrastructure projects in South Korea.

He said the shortage of memory needed for AI infrastructure could last for years.

24/7 Wall Street

The AI infrastructure buildout is still running faster than the physical chips required to support it.

GlobeNewsWire

Collaboration Supports Next-Generation Memory Codevelopment With NVIDIA's AI Infrastructure Roadmap and Expands Supply for the Accelerating Global AI Factory Buildout Collaboration Supports Next-Generation Memory Codevelopment With NVIDIA's AI Infrastructure Roadmap and Expands Supply for the Accele...

GlobeNewsWire

Korea's Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups, Robotics and Industrial Physical AI Korea's Leading Telco to Add NVIDIA-Powered AI Cloud Capacity Built on NVIDIA DSX AI Factory Architecture to Accelerate AI Startups...

Reuters

SK Hynix on Monday announced a multi-year ‌technology partnership with Nvidia , saying the deal would advance next-generation memory for ⁠global AI data centres.

Reuters

Nvidia said on Monday that ‌South Korean internet conglomerate Naver would use its technology ⁠to build AI factories at gigawatt scale to meet rising global demand for AI services ‌and ⁠physical AI.

24/7 Wall Street

Jensen Huang turned a weekend in Seoul into a sovereign AI roadshow, and the headline act dropped Sunday night: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and SK hynix unveiled a multiyear technology partnership to advance next-generation memory for the global AI factory buildout.

Market Watch

South Korea's once-hot Kospi index is headed for another day of sharp declines as the AI trade loses steam.

Reuters

Nvidia CEO Jensen Huang said on Monday that ‌it is partnering with South Korea's tech conglomerate LG Group on humanoid robots and ⁠data centers.

24/7 Wall Street

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang, speaking from South Korea tonight after Friday's brutal chip sell-off, told investors that “AI-related stocks are very cheap right now.

WSJ

Nvidia is teaming up with leading South Korean technology companies to build large-scale artificial-intelligence infrastructure in Asia, seeking to solidify its data-center footprint and expand its AI ecosystem.

Invezz

Nvidia has deepened its South Korea push with a series of deals that show how central the country has become to the next phase of the AI boom. The agreements, announced during Jensen Huang's high-profile visit to Seoul, bring Nvidia closer to SK Hynix, SK Telecom, Naver, Doosan Group and LG Group.

Reuters

South Korea will ask for priority supply of Nvidia's next-generation Vera ‌Rubin graphics processing units, as deliveries are expected to be delayed, Science and ICT Minister Bae Kyung-hoon said ⁠on Monday.

Reuters

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said.

Reuters

Samsung Electronics' co-CEO and head of its chip division, ‌Jun Young-hyun, said on Monday he discussed cooperation in next-generation foundry chips with Nvidia CEO Jensen Huang during a meeting in ⁠Seoul.

Reuters

Alphabet's Google placed an order ‌with Intel to manufacture more than three million tensor ⁠processing units in 2028, The Information reported on Monday, citing four people with direct knowledge ‌of ⁠the discussions.

Schwab Network

Marley Kayden walks investors through Nvidia's (NVDA) new partnerships with several South Korean firms, including SK Hynix. According to Nvidia CEO Jensen Huang, we're at the beginning of the AI infrastructure buildout and the first AI factory is set to come online as soon as 2027.

24/7 Wall Street

Jensen Huang has a way with grand pronouncements. On NVIDIA's most recent earnings call, the CEO told investors that “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.

CNBC

CNBC's Jim Cramer said Nvidia's growing sovereign AI business could help reduce the company's dependence on hyperscalers. He said governments around the world are investing heavily in domestic AI infrastructure, creating a new source of demand for Nvidia's chips that is less dependent on near-term f...

Benzinga

NVIDIA Corp. (NASDAQ:NVDA) CEO Jensen Huang is using a high-profile visit to South Korea to strengthen ties with key partners across the artificial intelligence ecosystem as the company looks to secure critical memory supplies and expand into robotics and sovereign AI.

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