StockWatch
·
Semiconductors
PartnershipJul 25, 2026, 01:12 AM

NVIDIA, SK Group Announce $500B+ AI Factory & Memory Partnership

AI Summary

NVIDIA and SK Group announced a comprehensive strategic collaboration valued at over $500 billion, focusing on AI factories and next-generation memory. SK Telecom will construct a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory, with the first facility expected by 2027. Additionally, NVIDIA and SK hynix have formed a long-term partnership to secure and co-develop advanced AI memory solutions, including HBM, to meet growing AI infrastructure demands.

Key Highlights

  • SK Group and NVIDIA announced a $500-billion-plus strategic collaboration.
  • The initiative spans AI factory construction and next-generation AI memory supply.
  • SK Telecom will build a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory.
  • The first AI factory is planned to come online in 2027.
  • NVIDIA and SK hynix established a long-term partnership for next-generation AI memory, including HBM.
  • The collaboration aims to accelerate large-scale AI infrastructure development in Asia-Pacific.