Nvidia and SK hynix have announced a multi-year technology partnership to advance next-generation memory technologies for AI factories. This partnership, described as significant and long-term by Nvidia CEO Jensen Huang, will involve joint development of technology roadmaps and expanded collaboration beyond traditional memory development. SK Group Chairman Chey Tae-won emphasized that this marks a new phase in cooperation between the two companies, moving beyond memory-centric activities.
The collaboration aims to enhance SK hynix’s presence in emerging AI sectors such as personal AI and physical AI. It also seeks to ensure a steady supply of advanced memory products despite extended development cycles. Huang highlighted the potential of AI, stating that the long-term prospects for the technology are highly promising. Additionally, Nvidia plans to support SK hynix in venturing into new domains like AI infrastructure and physical AI, while focusing on memory technologies for Vera Rubin, Nvidia’s upcoming flagship AI platform.
Under the agreement, Nvidia and SK hynix will co-develop memory technologies for Nvidia’s next-generation systems, including Vera Rubin AI supercomputers. SK hynix, along with Samsung Electronics Co. and Micron Technology, supplies HBM4, a crucial memory component for Vera Rubin. Nvidia confirmed that Vera Rubin is currently in full production and is set to commence deliveries in the third quarter of this year. This announcement coincided with Huang’s visit to South Korea, where he is engaging with conglomerate leaders and researchers to explore broader cooperation in AI and robotics.
