Overview
- Nvidia held meetings with SK Group and SK Hynix leadership in Seoul on June 7–8 and is expected to announce a cooperation plan with SK following those talks.
- The company is developing the standalone Vera data‑center CPU and the Vera Rubin AI platform as part of a push beyond GPUs into integrated AI systems.
- Micron has been certified to supply HBM4 memory for Nvidia’s Vera Rubin platform, a step that joins Samsung and SK Hynix in supporting Nvidia’s next‑generation systems.
- Nvidia reported very strong fiscal Q1 2027 results driven by data‑center demand and Blackwell adoption, which management says underpins the company’s expansion plans.
- Nvidia is also deepening ties with neocloud providers such as Nebius and CoreWeave and working with power and packaging suppliers to ensure scale and resilience in large AI factory deployments.