Overview
- Nvidia and SK hynix signed a multiyear technology partnership to co‑develop next‑generation high‑bandwidth memory for Nvidia systems including the Vera Rubin platform.
- SK Telecom and Nvidia unveiled plans for a gigawatt‑scale AI cloud in South Korea with the first AI 'factory' capacity targeted to come online in 2027.
- Naver and Nvidia committed to a phased hyperscale roadmap that begins with 55 megawatts of capacity in the first half of 2027 and scales toward gigawatt levels.
- Nvidia announced additional cooperation with Doosan, LG and Hyundai on robotics, energy and 'physical AI' projects that tie data‑centre platforms to industrial and mobility use cases.
- Companies did not disclose financial terms and industry observers warn that HBM supply constraints and long fab lead times could keep pressure on capacity even as Nvidia begins Vera Rubin deliveries in the near term.