Overview
- Nvidia formalized a package of deals with South Korean firms on Monday that includes a multi‑year memory co‑development partnership with SK hynix to support next‑generation HBM for Nvidia’s Vera Rubin systems.
- SK Telecom and Nvidia committed to build a gigawatt‑scale AI cloud in Korea with the first purpose‑built ‘AI factory’ targeted to begin operations in 2027.
- Naver pledged to expand its Sejong data center using Nvidia’s DSX platform starting at 55 megawatts in early 2027, with a stated plan to scale to gigawatt levels over time.
- Separately, Nvidia announced technology collaborations with LG on humanoid robotics and future data‑center architecture, with Hyundai and Doosan signing on for work in physical AI, mobility and robotics energy solutions.
- Executives warned the global shortage of advanced memory will last years, so the partnerships emphasize multi‑year road‑mapping, capacity planning and close technical coordination rather than one‑off contracts.