Business executives from Nvidia and SK hynix shaking hands in a high-tech boardroom with AI factory elements in the background.
Business executives from Nvidia and SK hynix shaking hands in a high-tech boardroom with AI factory elements in the background.
AI:n luoma kuva

Nvidia and SK Hynix sign multiyear deal for AI factories

AI:n luoma kuva

Nvidia and SK Hynix announced on June 8 that they have entered a multi-year technology partnership to develop next-generation memory technologies for AI factories.

Nvidia CEO Jensen Huang and SK Group Chairman Chey Tae-won announced the deal at SK Group headquarters in Seoul. Huang said, “We made a very significant and long-term partnership with SK,” adding that the companies will jointly develop technology road maps and deepen collaboration beyond traditional memory development. Chey noted that previous cooperation had centered on memory but will now be elevated to a higher level. The companies will co-develop memory technologies for Nvidia’s next-generation systems, including Vera Rubin AI supercomputers. SK Hynix, along with Samsung Electronics and Micron Technology, supplies HBM4 for Vera Rubin. Nvidia said Vera Rubin is now in full production and is scheduled to begin deliveries in the third quarter of this year. The partnership extends across SK Group. SK Telecom will build AI factories in Korea based on Nvidia’s DGX platform starting in 2027. Huang said, “The United States is number one, China is number two and South Korea, I think, is number three,” highlighting Korea’s role in the AI revolution.

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Initial reactions on X highlight excitement over Nvidia securing long-term memory supply and co-development for AI factories, with notes on deeper tech integration like Omniverse tools; some skepticism on lack of volume commitments or short-term stock pressure for SK Hynix and Samsung.

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Nvidia CEO Jensen Huang shaking hands with Samsung and SK hynix executives in a Seoul conference room to mark AI partnerships
AI:n luoma kuva

Nvidia CEO Huang concludes South Korea visit with AI partnerships

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Nvidia CEO Jensen Huang wrapped up his South Korea visit on June 9, emphasizing broader AI ecosystem cooperation. The trip produced multiyear partnerships with SK hynix and Samsung Electronics, plus discussions on physical AI.

Nvidia CEO Jensen Huang met SK Group Chairman Chey Tae-won in Taipei to discuss AI memory cooperation. The meeting took place on Monday.

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Nvidia CEO Jensen Huang met SK Group Chairman Chey Tae-won in Taipei to discuss cooperation in AI memory chips.

Micron Technology's CEO has cautioned that artificial intelligence remains in its very early stages and will require additional memory. The remarks signal ongoing challenges in the RAM market. Nvidia is addressing VRAM shortages by reviving an old GPU.

Raportoinut AI

Bytedance, the Chinese parent company of TikTok, is reportedly partnering with a Singapore-based firm to acquire NVIDIA's advanced B200 AI chips for use in Malaysia, bypassing US export restrictions. This arrangement aims to support AI research and development outside China. The project involves significant investment and adheres to export regulations.

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