en.Wedoany.com Reported - NVIDIA is solidifying its position in the AI infrastructure market through a series of agreements in South Korea, covering memory supply, data center development, and AI-driven industrial systems. During a four-day visit to Seoul, NVIDIA CEO Jensen Huang reached collaborations with SK hynix, SK Telecom, Naver, Doosan Group, LG Group, and Hyundai Motor Group, with financial terms undisclosed.
One of the most significant agreements is a multi-year memory supply deal with SK hynix, one of the world's largest memory chip manufacturers. Under the arrangement, SK hynix will provide memory chips for NVIDIA's products used in robotics, personal computers, and supercomputers, with an option to extend the collaboration beyond the initial two-year period. The agreement was reached after Huang met with SK Group Chairman Chey Tae-won. SK hynix directly competes with Samsung Electronics and Micron Technology in the global memory market, as industry manufacturers strive to keep pace with growing demand related to AI deployment. Huang stated that NVIDIA has been purchasing from SK hynix, spending billions or even tens of billions of dollars annually, and that figure will increase significantly.
In terms of data center projects, SK Telecom plans to build a gigawatt-level AI cloud in South Korea using NVIDIA technology, with the first AI data center expected to begin operations in 2027. Naver and Doosan Group also plan to deploy NVIDIA technology in AI data center projects, with Doosan additionally intending to implement NVIDIA's physical AI technology in its own operations. These projects reinforce South Korea's role in the broader AI infrastructure landscape, as the country, already a major producer of semiconductors, electronics, and industrial technology, is well-positioned to support growing data center demand. The partnerships create opportunities for NVIDIA to expand its technological footprint from hardware supply to cloud infrastructure, AI platforms, and data center ecosystems.
NVIDIA's discussions in South Korea also extended to the industrial and mobility sectors. In a meeting with LG Group Chairman and CEO Koo Kwang-mo, NVIDIA explored collaborations in electronics, mechanical systems, and AI applications for humanoid robots. Huang stated that the two sides are working together on motor technology and mechanical systems to integrate the future of humanoid robots and robotics. NVIDIA also expanded its partnership with Hyundai Motor Group Executive Chair Euisun Chung after discussions covering autonomous mobility, robotics, and AI-driven manufacturing. Huang discussed Hyundai Motor Group's planned AI data center in Saemangeum, South Korea, describing it as an AI valley comparable to Silicon Valley, and noted opportunities to accelerate industrial robot development through collaboration.
These announcements come amid a period of market volatility. South Korea's Kospi index fell 8.3% after U.S. employment data influenced expectations for the Federal Reserve's interest rate policy, with Samsung Electronics shares closing down 10.2% and SK hynix shares falling 7.7% amid a broader tech sell-off. When asked about the decline in chip stocks, Huang remained optimistic, stating that everyone should be very excited because they can now buy stocks at cheaper prices, and the future of AI is very bright.
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