The Largest AI Infrastructure Deal in History
Nvidia and South Korea's SK Group on Friday unveiled a landmark initiative valued at over $500 billion, spanning large-scale AI data centers and next-generation memory development — one of the largest infrastructure commitments in the history of the technology industry.
What's in the Deal
The partnership includes a long-term agreement with SK Hynix to secure next-generation memory supply for Nvidia and co-develop high-bandwidth memory (HBM) optimized for AI training, AI agents, and physical AI applications.
SK Telecom plans to build a 2-gigawatt AI data center powered by Nvidia's upcoming Vera Rubin chips and SK Hynix's HBM4 high-bandwidth memory. The first facility is expected to come online in 2027.
Additionally, Nvidia, Naver, and Brookfield announced plans to expand Naver's existing AI data center in South Korea, further cementing the country's role as a global AI infrastructure hub.
Why It Matters
This announcement signals a massive escalation in the infrastructure buildout required to power the next generation of AI. The $500+ billion commitment dwarfs most national technology budgets and reflects the extraordinary scale of computing demanded by frontier AI models, AI agents, and physical AI systems like autonomous robots and self-driving vehicles.
It also deepens the strategic alignment between U.S. chip giant Nvidia and South Korea's semiconductor ecosystem, positioning SK Hynix as a critical partner in the high-bandwidth memory market that has become essential for AI workloads.
The Bigger Picture
The initiative comes amid a global race to secure AI computing infrastructure. With demand for AI training and inference growing exponentially, data centers are becoming multi-gigawatt-scale facilities — rivaling the power consumption of small cities. This deal positions Nvidia and SK Group at the center of that transformation, building the physical backbone of the AI era.
