Key Takeaways
- SK Telecom partnered with Nvidia for a gigawatt-scale AI cloud facility in South Korea, with initial operations targeted for 2027.
- SK Hynix entered a multi-year agreement with Nvidia to co-develop advanced memory chips for AI infrastructure amid global supply constraints.
- Korean internet leader Naver committed to expanding AI infrastructure using Nvidia’s DSX platform, beginning at 55 megawatts and scaling to gigawatt capacity.
- Doosan Group signed on for robotics-focused AI collaboration with Nvidia.
- These partnerships emerged from CEO Jensen Huang’s weekend meetings with technology executives in Seoul, which included media appearances.
Nvidia’s CEO Jensen Huang arrived in Seoul last Friday with promises of major announcements, and he made good on his word. During a whirlwind weekend that featured Korean cuisine and television appearances, Huang secured multiple AI infrastructure agreements covering cloud computing, semiconductor technology, and robotic applications.
The most significant announcement involves Nvidia’s collaboration with SK Telecom. These partners aim to construct a gigawatt-scale AI cloud infrastructure in Korea, with the inaugural AI factory scheduled to launch in 2027. The initiative will deliver “sovereign, physical and agentic AI services” to Korean businesses, with expansion plans targeting the broader Asian market. Neither company revealed specific investment amounts.
Advanced Memory Partnership Takes Center Stage
SK hynix, another entity within the SK Group conglomerate, separately revealed a “multi-year technology partnership” with Nvidia. This agreement focuses on developing cutting-edge memory components essential for operating large-scale AI systems, which currently face worldwide supply limitations.
The collaboration encompasses joint development of memory solutions for Nvidia’s hardware platforms serving AI infrastructure, consumer AI, and physical AI applications. SK Group chairman Chey Tae-won previously announced plans to expand silicon wafer manufacturing capacity by 100%, while cautioning that semiconductor shortages may continue through 2030.
Huang underscored the supply challenge during his recent appearance at Taipei’s Computex trade show, where he autographed a memory chip display at SK hynix’s booth with a direct message: “Please make more.”
Nvidia’s market valuation has surpassed $5 trillion — exceeding the entire economic output of nations like Japan or India — driven by massive global investment in AI infrastructure totaling hundreds of billions of dollars.
Naver and Doosan Complete Partnership Quartet
Additionally, Nvidia revealed an AI infrastructure partnership with Naver, South Korea’s dominant internet company. Naver plans to deploy Nvidia’s DSX platform for building comprehensive AI systems, launching with 55 megawatts of capacity and targeting gigawatt-level operations.
“Useful AI has arrived, and demand for AI factories is extraordinary,” Huang commented in the official statement about the Naver partnership.
Nvidia further announced robotics collaboration with Doosan Group, completing a productive Monday in the South Korean capital.
Prior to his South Korea visit, Nvidia introduced an advanced laptop processor designed for Windows devices, targeting the emerging consumer AI PC segment.
Naver’s infrastructure deployment utilizing Nvidia’s DSX platform represents one of the most tangible commitments from the Seoul meetings, featuring specific initial capacity metrics and an established growth trajectory.
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