Nvidia and SK Hynix Partner for AI Infrastructure Expansion
Nvidia (NASDAQ: NVDA) has entered into a major partnership with South Korean memory manufacturer SK Hynix (NASDAQ: SKHY), marking the largest memory deal in history. As part of this collaboration, SK Telecom will build an AI cloud data center using Nvidia's Vera Rubin Platform, while SK Hynix will supply high bandwidth memory (HBM) to support Nvidia’s GPU and AI chip development. The partnership addresses a critical bottleneck in AI infrastructure: the limited availability of HBM. Producing HBM is resource-intensive due to reliance on EUV lithography machines from ASML and large clean rooms, which are difficult to scale quickly. By securing long-term supply through this deal, Nvidia strengthens its position as a leader in both training and inference markets. For SK Hynix, the agreement provides significant visibility into future revenue streams by aligning with one of AI’s fastest-growing sectors. The collaboration is expected to drive growth for both companies over the next several years.
Topics: AI data centers HBM memory Nvidia partnership SK Hynix