NVIDIA has Reached Multiple AI Collaborations with SK, Naver, and LG
NVIDIA has reached a series of new AI collaborations with Asian partners.
Last week, Nvidia CEO Jensen Huang announced a series of partnerships during his visit to Taipei, including a collaboration with SK Telecom in the field of physical AI. This week, he arrived in Seoul to announce multiple agreements with several Korean companies, with the most notable being the partnership with SK Group—SK Telecom’s parent company and the parent of SK Hynix, Nvidia’s long-term supplier.
The scale and breadth of these collaborations underscore South Korea’s significance to NVIDIA: not only is it a crucial link in its global supply chain, but also a market capable of large-scale validation of its technologies.
According to The Korea Herald, during a joint briefing at SK Group’s headquarters with Jensen Huang on Monday, SK Group Chairman Choi Tae-won stated that the new agreement signifies a deeper collaboration between the two parties, extending beyond the memory chip sector. “Our previous cooperation primarily focused on memory, but from now on, we will elevate our collaboration to the level of SK Group.”
“The most significant announcement was SK Hynix’s multi-year agreement with NVIDIA, covering memory supply and joint R&D for next-generation memory and AI architectures. NVIDIA stated that this collaboration will ensure memory supply “aligns with NVIDIA’s infrastructure roadmap and the ongoing expansion of global AI infrastructure.” Choi Tae-yoon remarked, “We will jointly develop next-generation memory for AI factories and apply AI to semiconductor design and manufacturing processes.”
NVIDIA stated that under the expanded cooperation framework, SK Telecom will be responsible for building a gigawatt-level AI cloud, which may be operational by 2027. This GPU-based cloud aims to meet the growing demand for AI infrastructure and will be constructed on NVIDIA’s DSX platform, designed to achieve low-cost token generation with high energy efficiency. It will support training, inference, and agent workloads, including sovereign AI, initially targeting the Korean market but with plans to expand to other regions in Asia.
NVIDIA also announced AI infrastructure cooperation agreements with Naver and LG Group. Naver’s business spans search, shopping, and cloud services, and the company will use NVIDIA chips to expand its sovereign AI infrastructure, with an initial scale of 55 megawatts and a target to scale up to the gigawatt level. It will also leverage NVIDIA chips to accelerate its data center operations and enhance its sovereign AI capabilities in Europe and the Middle East.
The collaboration between NVIDIA and LG spans emerging technologies such as robotics, autonomous driving, data centers, and cloud computing. NVIDIA stated that this AI factory will provide LG Group with accelerated computing infrastructure for training and validating various AI applications within the group.