SK Group and NVIDIA Team Up in Mega $500 Billion Partnership

SK Group and NVIDIA have announced plans for a $500 billion plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed Letters of Intent to formalize the agreement, which spans from AI factory construction to AI memory supply.

Joint Construction of a 2-Gigawatt Super AI Cloud Factory, Officially Launched in 2027

The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services and jointly address the increasing AI demand across the Asia-Pacific region, including South Korea.

SK Telecom has announced plans of building a 2 gigawatt-scale AI Cloud in Korea recently. This cloud will use the NVIDIA DSX platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4, with the first AI factory planned to come online in 2027. It will be built on the NVIDIA DSX full-stack AI factory architecture, which integrates NVIDIA accelerated computing, systems, software and partner technologies to deliver the lowest token cost at maximum energy efficiency. 

Secure Long-Term AI Memory Deal, Next-Gen Memory Solutions in Development

SK hynix is also entering into a long-term AI memory partnership with NVIDIA. As a follow-up measure to solidify their previous long-term technical partnership, this agreement allows NVIDIA to secure a stable supply of next-generation AI memory, while enabling SK hynix to expand the foundation for growth.

The two companies will co-develop and optimize next-generation AI memory solutions, including HBM, to meet evolving infrastructure demands ranging from large language model training to agentic AI and physical AI.