SK Group and NVIDIA Expand Strategic Partnership for AI Infrastructure and Next-Generation Memory
A major expansion of their strategic partnership has been announced by SK Group and NVIDIA, with a comprehensive initiative worth over $500 billion. This collaboration will span the development of AI factories and next-generation memory solutions. The two companies have signed letters of intent to formalize this agreement, which covers various aspects of AI infrastructure construction and supply.
The announcement builds on decades-long technology partnership between SK Group and NVIDIA, including recent plans for SK Telecom to build a 2-gigawatt-scale AI Cloud in Korea. This cloud will utilize the NVIDIA DSX platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4. The first AI factory is expected to come online in 2027.
The new partnership aims to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic, and enterprise AI services. Joint efforts will focus on addressing the increasing demand for AI across the Asia-Pacific region, particularly in South Korea. This collaboration enables SK Telecom to invest in and expand its large-scale AI infrastructure while making capital-intensive AI infrastructure available to a broader range of customers.
The partnership also involves SK hynix entering into a long-term AI memory agreement with NVIDIA. As part of this deal, NVIDIA will secure a stable supply of next-generation AI memory, allowing the company to optimize solutions for evolving infrastructure demands. This includes large language model training and agentic/physical AI applications.
SK Group Chairman Chey Tae-won emphasized that competitiveness in the AI era depends not just on effective utilization but also on intelligence production capacity. He stated that by leveraging SK hynix’s AI memory capabilities, SK will collaborate with NVIDIA to build a world-class AI factory, helping Korea become a global hub for AI innovation.
NVIDIA CEO Jensen Huang noted South Korea has all the necessary ingredients to become an AI powerhouse: world-class networks and data centers, leadership in chip technology, and vast industrial scale. He stated that together with SK Telecom and SK hynix, they are building a new generation of AI factories powering Korea’s next wave of growth.
The NVIDIA Vera Rubin DSX AI Factory will be built on the full-stack architecture, integrating accelerated computing, systems, software, and partner technologies to deliver maximum energy efficiency at minimum cost. This infrastructure development is crucial for addressing the increasing demand for global compute services.
SK Telecom plans to build a 2-gigawatt NVIDIA Vera Rubin DSX AI factory that will serve as a major hub for global compute demand. The partnership between SK Group, NVIDIA, and SK hynix marks significant progress in establishing comprehensive AI infrastructure across Asia-Pacific regions.