SK Group et Nvidia scellent un partenariat de plus de 500 Md$ autour de l’IA
SK Group 与 Nvidia 在人工智能领域达成一项总规模超过 5000 亿美元的全球合作，核心围绕韩国本土 AI 基础设施建设与下一代高带宽存储器供应展开。根据协议，SK Telecom 将在韩国建设 AI 数据中心；与此同时，SK hynix 将与 Nvidia 建立长期合作关系，共同开发并供应新一代 HBM（High Bandwidth Memory，高带宽内存）芯片。
这项合作由 SK Group 和 Nvidia 于 7 月底宣布，显示双方正把合作从单一产品供应扩展到覆盖算力基础设施、存储技术和长期生态协同的更深层次布局。对 SK Group 而言，这不仅意味着旗下电信与半导体业务将直接受益，也意味着韩国在全球 AI 产业链中的地位有望进一步提升。对 Nvidia 来说，HBM 仍是其 AI GPU 性能和供货能力的关键瓶颈之一，与 SK hynix 的长期绑定有助于巩固其在高端 AI 芯片市场的供应链优势。
SK Group and Nvidia have announced a broad AI partnership worth more than $500 billion, centered on two strategic pillars: the construction of AI data centers in South Korea by SK Telecom, and a long-term collaboration between SK hynix and Nvidia on the development and supply of next-generation HBM memory.
The agreement deepens ties between the Korean conglomerate and the US chipmaker at a time when demand for AI infrastructure continues to surge. On the telecom side, SK Telecom will build AI data centers in South Korea, reinforcing the country’s position in the global AI buildout. On the semiconductor side, SK hynix will work with Nvidia over the long term to advance high-bandwidth memory, a critical component for AI accelerators and systems.
The scale of the deal underscores how central memory, networking, and data-center capacity have become to the AI economy. By combining SK Group’s infrastructure and memory expertise with Nvidia’s dominant position in AI chips, the partnership is designed to support the next wave of AI deployment and hardware development.
L’accord prévoit la construction de centres de données d’IA par SK Telecom en Corée du Sud, ainsi qu’un partenariat de long terme entre SK hynix et Nvidia concernant le développement et la fourniture de mémoires HBM de nouvelle génération. SK Group et Nvidia ont annoncé fin juillet un partenariat global de plus de 500 milliards […]
Cet article SK Group et Nvidia scellent un partenariat de plus de 500 Md$ autour de l’IA a été publié par VIPress.net.
SK Group, SK Telecom, SK hynix and Nvidia agreed on a $500B+ AI partnership spanning South Korean AI data centers and next-gen HBM memory supply, strengthening the compute–memory stack for AI at scale.
SK Group (incl. SK Telecom / SK hynix) — South Korean conglomerate; builds AI data centers (SK Telecom) and develops/manufactures HBM memory (SK hynix).
Nvidia — US-based AI computing and GPU company; partners on AI infrastructure and next-gen HBM memory development/supply.
[Strongly track] — $500B+ scope and HBM roadmap tie directly to AI hardware availability, pricing, and capacity constraints.