Key Takeaways
- SK Group and NVIDIA plan to establish a comprehensive AI infrastructure partnership worth over $500 billion.
- The partnership will drive the development of AI infrastructure, including AI factories, and advance next-generation AI memory.
- The collaboration will utilize NVIDIA's Vera Rubin infrastructure and DSX platform to build a 2-gigawatt-scale AI Cloud in Korea.
- The partnership aims to accelerate large-scale AI infrastructure development and address the increasing AI demand across the Asia-Pacific region.
Introduction to the Partnership
SK Group and NVIDIA have announced plans for a significant partnership to establish AI infrastructure, serving the growing demand for global compute. The two companies have signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.
NVIDIA Vera Rubin Infrastructure and DSX Platform
The partnership will utilize NVIDIA's Vera Rubin infrastructure and DSX platform to drive the development of AI infrastructure. The DSX platform is a full-stack AI factory architecture that integrates NVIDIA accelerated computing, systems, software, and partner technologies to deliver the lowest token cost at maximum energy efficiency. The first AI factory is planned to come online in 2027 and will be built on the NVIDIA DSX platform, deploying NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4.
Comparison of AI Infrastructure Solutions
| Solution | Description | Benefits |
|---|---|---|
| NVIDIA DSX | Full-stack AI factory architecture | Low token cost, maximum energy efficiency |
| SK hynix HBM4 | Next-generation AI memory | High bandwidth, low latency |
| NVIDIA Vera Rubin | Accelerated computing infrastructure | High performance, scalable |
Accelerating AI Infrastructure at Scale
The partnership between SK Group and NVIDIA aims to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic, and enterprise AI services. The collaboration will also address the increasing AI demand across the Asia-Pacific region, including South Korea. By investing in and expanding large-scale AI infrastructure, SK Telecom will be able to make capital-intensive AI infrastructure available to a broader range of customers.
Advancing Next-Generation AI Memory
SK hynix is also entering into a long-term agreement with NVIDIA to advance next-generation AI memory. This will enable the development of high-bandwidth, low-latency memory solutions that are optimized for AI workloads.
Bottom Line
The partnership between SK Group and NVIDIA marks a significant development in the establishment of AI infrastructure, with a planned investment of over $500 billion. The collaboration will drive the development of AI infrastructure, including AI factories, and advance next-generation AI memory. With the utilization of NVIDIA's Vera Rubin infrastructure and DSX platform, the partnership is expected to accelerate large-scale AI infrastructure development and address the increasing AI demand across the Asia-Pacific region.