Nvidia Expands AI Cloud, Memory Partnerships in South Korea with SK, Naver, LG
Nvidia CEO Jensen Huang finalized AI cloud and memory deals with SK Group, Naver, and LG Group in South Korea. These agreements include a multi-year memory supply and joint R&D deal with SK Hynix and plans for SK Telecom to build a gigawatt AI cloud expected by 2027 using Nvidia's DSX platform. Naver and LG Group also announced AI infrastructure partnerships with Nvidia for their respective businesses.
Key Takeaways
- Nvidia secured a multi-year memory supply and joint R&D deal with SK Hynix for next-generation memory and AI architecture.
- SK Telecom plans to launch a gigawatt AI cloud by 2027, built on Nvidia's DSX platform, initially for South Korea with expansion plans for Asia.
- Naver will use Nvidia chips to scale its sovereign AI infrastructure from 55MW to gigawatt capacity, also accelerating its data center business.
- LG Group partnered with Nvidia for an AI factory providing accelerated computing infrastructure across its robotics, autonomous driving, data center, and cloud operations.
Why It Matters
These agreements significantly deepen Nvidia's integration into the South Korean tech ecosystem, moving beyond memory chip supply to encompass AI infrastructure development and joint R&D. The expanded partnerships with major conglomerates like SK, Naver, and LG demonstrate a strategic push to solidify Nvidia's position in the global AI hardware and cloud market, particularly in sovereign AI initiatives. Investors and industry observers should monitor the deployment timelines and performance metrics of these gigawatt-scale AI cloud projects as they come online in 2027 and beyond, watching for their impact on regional AI capabilities.
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