英伟达与SK海力士于6月8日宣布，双方已达成一项多年期技术合作伙伴关系，旨在共同开发用于人工智能工厂的下一代存储技术。
英伟达首席执行官黄仁勋与SK集团董事长崔泰源在SK集团首尔总部宣布了该项交易。黄仁勋表示：“我们与SK建立了非常重要且长期的合作伙伴关系。”他补充称，双方将共同制定技术路线图，并将合作范围从传统的存储开发进一步深化。崔泰源指出，双方此前的合作主要集中在存储领域，而现在将提升到更高的水平。两家公司将为英伟达的下一代系统共同开发存储技术，包括Vera Rubin人工智能超级计算机。SK海力士与三星电子及美光科技一同为Vera Rubin供应HBM4存储器。英伟达表示，Vera Rubin目前已全面投产，并计划于今年第三季度开始交付。此次合作涵盖了整个SK集团。SK电信将从2027年开始，基于英伟达的DGX平台在韩国建设人工智能工厂。黄仁勋在强调韩国在人工智能革命中的角色时说：“美国是第一，中国是第二，我认为韩国是第三。”
社交平台X上的初步反应凸显了市场对英伟达确保长期存储供应及人工智能工厂联合开发计划的兴奋，并提到了诸如Omniverse工具等更深层次的技术整合；但也有一些怀疑观点，认为目前缺乏明确的供应量承诺，或者指出这对SK海力士和三星电子带来的短期股价压力。
SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories.
— Rohan Paul (@rohanpaul_ai) 2026年6月8日
So SK hynix is being pulled deeper into AI servers, personal AI, and physical AI.
SK hynix will codevelop memory for NVIDIA Vera Rubin AI supercomputers,… pic.twitter.com/kS7RSDpQnl
everyone reads this as an hbm supply deal, but sk hynix is also running nvidia's omniverse and design software inside its fabs. nvidia is embedding in its supplier's factory now, not just buying parts
— FinRiff (@FinRiff) 2026年6月8日
NVIDIA & SK Hynix announced a multiyear partnership to co-develop next-gen HBM memory.
— Semiconductor Insider (@SemiconductorsX) 2026年6月8日
No details on supply volumes, exclusivity, or commitments though. https://t.co/2fMonkT9Nx
Nvidia strikes a new memory-chip deal — but SK Hynix and Samsung shares are under heavy pressure https://t.co/npB7JNSh9i
— Merger Sales (@MergerSales) 2026年6月8日
$NVDA CEO Jensen Huang on SK Hynix:
— Sai Shiva | Markets (@Saishiv17) 2026年6月8日
• Nvidia already buys billions in chips from SK Hynix annually, growing substantially this year
• The new agreement runs over two years, with extension potential
Nvidia is locking up the memory supply chain years ahead. https://t.co/SGLmxJMBqY
由 AI 报道 AI 生成的图像
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.
由 AI 报道
Nvidia CEO Jensen Huang met SK Group Chairman Chey Tae-won in Taipei to discuss cooperation in AI memory chips.