Seoul-based SK Group seals $500 billion Nvidia deal | JQJO

South Korea – Nvidia and South Korea’s SK Group, which includes SK Hynix and SK Telecom, have signed a strategic artificial intelligence infrastructure partnership worth more than $500 billion, marking one of the largest hardware commitments in semiconductor history. The long-term agreement focuses on securing and co-developing next-generation high-bandwidth memory from SK Hynix, the world’s leading HBM producer, to tackle the growing memory bandwidth bottlenecks that limit advanced AI workloads. By locking in supply of custom HBM, including future HBM4 multi-layer stacks, Nvidia aims to underpin its forthcoming Vera Rubin platform and broader full-stack AI factory architecture with a stable, dedicated memory pipeline for large-scale training and inference systems.

South Korea – As part of the same partnership, SK Hynix will act as a core co-development partner, designing and optimizing high-bandwidth memory chips specifically for Nvidia’s next-generation platforms, a move analysts say reinforces SK Hynix’s position as Nvidia’s primary memory supplier. SK Telecom will complement the chip and memory deal by building a 2-gigawatt AI data center in South Korea powered by Nvidia Vera Rubin processors and SK Hynix HBM4 memory, with operations targeted to start in 2027. The integrated arrangement links chip manufacturing, advanced memory packaging and hyperscale data center infrastructure, positioning South Korea as a major AI hub for enterprise computing across the Asia-Pacific region.