NVIDIA
AI race heats up as SK Group and NVIDIA expand strategic collaboration. Is it a game changer?
SK Group and NVIDIA have announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand.
The two sides signed letters of intent to formalise the agreement, which spans from AI factory construction to AI memory supply.
NVIDIA Vera Rubin Infrastructure and DSX Platform Drive 2-Gigawatt Build
Today’s announcement builds on the decades-long technology partnership between SK Group and NVIDIA, including the recently announced plans for SK Telecom to build a 2-gigawatt-scale AI Cloud in Korea.
This cloud will use the NVIDIA DSX platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4, with the first AI factory planned to come online in 2027.
It will be built on the NVIDIA DSX full-stack AI factory architecture, which integrates NVIDIA accelerated computing, systems, software and partner technologies to deliver the lowest token cost at maximum energy efficiency.
The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services, and jointly address the increasing AI demand across the Asia-Pacific region, including South Korea.
Accelerating AI Infrastructure at Scale
The SK Telecom and NVIDIA collaboration accelerates the adoption of NVIDIA-powered AI infrastructure and broadens customer access to advanced cloud services. The partnership enables SK Telecom to invest in and expand large-scale AI infrastructure while making capital-intensive AI infrastructure available to a broader range of customers.
Advancing Next-Generation AI Memory
SK hynix is also entering into a long-term AI memory partnership with NVIDIA. As a follow-up measure to solidify their previous long-term technical partnership, this agreement allows NVIDIA to secure a stable supply of next-generation AI memory, while enabling SK hynix to expand the foundation for growth.
The two companies will codevelop and optimize next-generation AI memory solutions, including HBM, to meet evolving infrastructure demands ranging from large language model training to agentic AI and physical AI.
“In the AI era, competitiveness depends not just on how effectively AI is utilized, but on how much intelligence we can produce,” said SK Group Chairman Chey Tae-won. “By leveraging SK hynix’s AI memory and SK Telecom’s AI infrastructure capabilities, SK will collaborate with NVIDIA to build a world-class AI factory, helping Korea transcend its role as a leading adopter of AI and become a global hub that drives AI innovation.”
“South Korea has all the ingredients to become a global AI powerhouse — world-class networks and data centers, leadership in chip technology and vast industrial scale,” said Jensen Huang, founder and CEO of NVIDIA. “Together with SK Telecom and SK hynix, we are building a new generation of AI factories that will power Korea’s next wave of growth.”
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