SK Group and Nvidia unveiled a partnership exceeding $500 billion to expand AI infrastructure, centered on a 2-gigawatt “AI factory” in South Korea slated to begin operations in 2027. SK Telecom will deploy Nvidia’s Vera Rubin accelerated computing and DSX platform, while SK hynix and Nvidia struck a long-term pact to secure and co-develop next-generation high-bandwidth memory, including HBM4. The initiative aims to meet surging global compute demand and fuel sovereign, enterprise and agentic AI across the Asia-Pacific region, with an emphasis on lowering token costs and boosting energy efficiency. The companies cast the plan as positioning Korea as a global AI hub. Letters of intent outline the framework, and both sides flagged typical forward-looking risks, including supply-chain dependencies, technology shifts and market acceptance. The move underscores intensifying competition to lock down compute capacity and memory supply as AI model training scales.
NVIDIA and SK Group Broaden Alliance to Build Mega-Scale AI Factories and Co-Develop Next-Gen Memory
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