SK Group and NVIDIA Deepen Strategic Partnership
NVIDIA and SK Group announced the expansion of their strategic partnership on July 25, 2026, the companies confirmed through NVIDIA's newsroom, spanning AI factories, next-generation memory, and broader AI infrastructure. The expanded alliance covers multiple SK affiliates and is positioned to support large-scale AI compute deployments alongside NVIDIA's accelerator roadmap.
SK Hynix Locks In Memory Supply
CNBC reported the same day that the deal locks in memory supply from SK Hynix as part of a $500 billion AI arrangement. The commitment is intended to secure the high-bandwidth memory components needed for NVIDIA's GPU and AI system production, addressing a critical supply bottleneck that has constrained AI hardware availability across the industry.
AI Factory Build-Out And Next-Generation Memory
The partnership explicitly covers AI factories — purpose-built, large-scale data center complexes for AI training and inference workloads — alongside the development of next-generation memory products. The collaboration positions SK Group's affiliates, including SK Hynix and SK Telecom, to contribute across semiconductor supply, energy systems, and infrastructure domains supporting NVIDIA's AI ecosystem.
Industry Backdrop On Open-Source AI Policy
As background, NVIDIA was among a group of more than a dozen technology firms that had published an open letter on its website the prior day, calling on policymakers not to ban open-source artificial intelligence models. That letter, backed by Microsoft, IBM, Meta Platforms and several nonprofit groups including the Linux Foundation, framed open weights as a source of cybersecurity and competitive benefit, providing context for NVIDIA's broader engagement with AI policy and ecosystem development.
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