The project includes the construction of a giant 2-gigawatt AI center and the exclusive supply of next-generation HBM4 memory from SK hynix to NVIDIA. Amid severe resource shortages (which we reported earlier), this alliance guarantees NVIDIA direct access to Korean compute capacity and component supply. For macroeconomics, this is definitive proof that the race for AGI has moved to the level of monopolistic, vertically integrated conglomerates. SK Group assumes energy provision and memory manufacturing, while NVIDIA supplies tensor cores, forging the most powerful hardware alliance in IT history.
Source: SK hynix / NVIDIA / Reuters
HardwareSK hynixNVIDIAHBM4Macroeconomics