NVIDIA locks in Korea's full AI stack — SK hynix memory, gigawatt clouds, factory buildouts
During Jensen Huang's Seoul visit, NVIDIA formalized deals spanning Korea's entire AI layer: SK hynix in a multiyear memory co-development partnership across four NVIDIA platforms, SK Telecom and NAVER both targeting gigawatt-scale AI Cloud buildouts using NVIDIA DSX, and LG and Doosan committing to AI factory infrastructure for robotics and industrial automation. The breadth — from memory substrate to data center to robot endpoint — means Korea is now simultaneously one of NVIDIA's key memory suppliers and one of its largest infrastructure customers, with the full stack running on NVIDIA platforms.
Source: blogs.nvidia.com ↗
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Jensen Huang, NVIDIA CEO
Why this matters
- → Korea becomes simultaneous memory supplier and AI infrastructure customer for NVIDIA.
- → Full-stack integration from chip design through robotics locks in sovereign AI capability.
- → Gigawatt-scale data centers position Korea as regional AI production hub.
Full-stack Korea