Nvidia and SK Group announce $500 billion AI partnership to boost AI hardware and infrastructure with next-gen memory and large-scale AI data centers

1. Nvidia and SK Group formalize a strategic partnership valued at over $500 billion Newsworthy Reliable Very positive
2. SK Telecom plans to build a 2-gigawatt AI data center in South Korea using Nvidia hardware Newsworthy Reliable Very positive
3. The AI data center will deploy Nvidia's DSX AI factory platform with Vera Rubin systems and SK hynix HBM4 memory, launching in 2027 Newsworthy Reliable Very positive
4. The partnership includes a long-term memory supply and co-development agreement between Nvidia and SK hynix Relevant Reliable Positive
5. The $500 billion figure represents aggregate commercial activity over years, covering AI infrastructure construction and memory supply Relevant Plausible Positive
6. SK Telecom's AI data center will use thousands of NVL72 VR200 racks and hundreds of thousands of Vera CPUs and Rubin GPUs Relevant Plausible Positive
7. Nvidia's DSX combines hardware, networking, software, and partner tech to optimize data center cost and energy efficiency Relevant Reliable Very positive
8. Future expansions of SK's AI infrastructure will deploy additional Nvidia AI platforms across South Korea and Asia-Pacific Relevant Plausible Positive

Type: standard news · Analysis confidence: 95%

Used in syntheses

• Lam Research projects $6.6B Q4 fiscal 2026 driven by AI and DRAM • Nvidia-SK Group $500B AI partnership with 2GW AI factory • Arm-based AI GPU servers exceed x86 spending in Q1 2026 • Intel posts $16.1B Q2 revenue with 59% AI segment growth • AMD commits to full-stack AI with backing from Microsoft, Meta, OpenAI • Qualcomm hikes smartphone processor prices double digits from Sept 2026 • Samsung-SK Hynix $950B US chip deals with Nvidia, Broadcom • Micron blocks Apple’s Chinese memory sourcing plans