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Nvidia and SK Group Unveil $50B+ AI Infrastructure Partnership

Nvidia has deepened its strategic partnership with South Korea, announcing a $50 billion-plus collaboration with SK Group to build gigawatt-scale AI factories. The company also partnered with Seoul National University to establish a new AI technology center.

2026-07-25 ~ 2026-07-26 · 3 episodes · 14 posts

Episode 1 · NVIDIA and Korean Tech Giants Partner on Gigawatt-Scale AI Infrastructure (2026-07-25, 9 posts)

Nvidia is deepening its comprehensive AI collaboration with the South Korean government and local tech giants like SK Group and NAVER. The plan includes co-building gigawatt-scale AI factories and national computing infrastructure. The strategic partnership is valued at over $500 billion, aiming to position South Korea as a critical hub in the global AI supply chain.

Confirmed

* **High-Level Engagement**: Ahead of the San Francisco AI Summit, Nvidia CEO Jensen Huang met with South Korean President Lee Jae-myung to discuss deepening cooperation in support of the nation's AI goals. Executives from NVIDIA, OpenAI, Anthropic, Broadcom, and Korean companies like Samsung, SK, Hyundai, and NAVER gathered at the summit to discuss strategic partnerships.

* **Scale and Scope**: The AI initiative between Nvidia and SK Group is valued at over $500 billion. Huang revealed that this massive figure encompasses Nvidia's procurement of memory chips from SK, as well as SK Group's investment in Nvidia supercomputers.

* **Infrastructure and Ecosystem Deployment**: Nvidia is partnering with NAVER and Brookfield to expand South Korea's national AI factory footprint. The country's major national projects will focus on three key areas: semiconductors, Physical AI and robotics, and AI data centers.

Why It Matters

South Korea is seeking to deeply integrate its top-tier domestic semiconductor manufacturing capabilities with international AI innovation capital. As Dennis Hong noted, combining Korea's technological ecosystem and manufacturing prowess with US innovation and venture capital could jointly shape the future of AI. This move not only cements Nvidia's core position in global computing infrastructure but also signals South Korea's full commitment to AI infrastructure to secure a competitive edge in the intelligence era.

Episode 2 · NVIDIA and SK Group Announce Over $500 Billion AI Factory Partnership (2026-07-25, 3 posts)

NVIDIA and SK Group announced a massive partnership valued at over $500 billion, covering AI factories and next-generation memory. SK Telecom will also build a large-scale AI infrastructure facility in South Korea as part of this initiative.

Episode 3 · NVIDIA Partners with Seoul National University to Launch AI Tech Center (2026-07-26, 2 posts)

NVIDIA announced the establishment of an AI Technology Center at Seoul National University (SNU). CEO Jensen Huang highlighted SNU as the central hub for South Korea's next wave of AI development.