Nvidia and SK Hynix have cemented a staggering $500 billion AI infrastructure partnership, anchoring a broader $950 billion wave of South Korean-US technology deals, announced today. Under the agreement, Nvidia locks down long-term memory supply from SK Hynix who is the world's dominant producer of high-bandwidth memory chips essential to AI accelerators .
The deal includes plans for SK Telecom to construct a 2-gigawatt AI factory powered by Nvidia's next-generation Vera Rubin computing platform, designed to serve the exploding demand for AI training and inference capacity.
SK Group's total commitments reached $750 billion across multiple US partnerships, with South Korea's president framing the initiative as a new era of trans-Pacific AI cooperation. The announcements coincided with Samsung's separate $200 billion Broadcom chip pact, pushing the combined day's deals to nearly a trillion dollars. The sheer scale underscores how AI spending has become the dominant force in global technology investment, with hyperscalers and chipmakers racing to secure supply chains before capacity bottlenecks constrain the next generation of model development.
Analysts described the $500 billion Nvidia-SK Hynix deal as the single largest AI infrastructure commitment on record.