Nvidia and South Korea's SK Group have announced a landmark strategic partnership valued at over $500 billion. The collaboration includes a long-term agreement with SK hynix to secure and co-develop next-generation high-bandwidth memory (HBM4) for Nvidia's processors. Additionally, SK Telecom will construct a massive 2-gigawatt AI data center in South Korea using Nvidia's DSX platform and Vera Rubin systems, which is scheduled to come online in 2027 to serve the Asia-Pacific region.
SK Group–NVIDIA infrastructure partnership
- ▪Nvidia plans to invest $1 billion into South Korean cloud company Naver to expand its AI data center in South Korea
- ▪SK Telecom plans to build a 2-gigawatt AI data center in South Korea utilizing Nvidia's DSX AI factory platform and Vera Rubin accelerated computing systems
- ▪Nvidia and SK Group signed letters of intent to formalize a strategic partnership valued at more than $500 billion to build AI infrastructure and secure memory supply
AI factory construction timeline
- ▪The first 2-gigawatt AI data center built by SK Telecom is scheduled to enter service and become operational in 2027
- ▪The planned 2-gigawatt AI data center in South Korea will deploy Vera Rubin accelerated computing systems equipped with SK hynix HBM4 memory
Next-generation AI memory development
- ▪Nvidia and SK hynix entered a long-term agreement to co-develop and optimize next-generation AI memory solutions, including high-bandwidth memory
- ▪SK hynix listed on the Nasdaq in July 2026 to help finance its infrastructure developments
NVDA insider trading activity
- ▪Nvidia corporate insiders have made 0 purchases and 69 sales of Nvidia stock on the open market over a six-month period preceding July 25, 2026
- ▪Nvidia Executive Vice President of Worldwide Field Operations Ajay K. Puri sold 600,000 shares of Nvidia stock for an estimated $109,432,183 over a six-month period preceding July 25, 2026
NVDA institutional investor positioning
- ▪During the first quarter of 2026, J. Stern & Co. LLP removed 125,140,953 shares of Nvidia stock from its portfolio, representing a 99.5% reduction
- ▪During the first quarter of 2026, FMR LLC added 22,789,685 shares of Nvidia stock to its portfolio, representing a 2.3% increase
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