Nvidia (NVDA) Secures Four Major AI Partnerships During Seoul Visit

Key Takeaways

• SK Telecom and Nvidia revealed plans for a gigawatt-scale AI cloud infrastructure in South Korea, with initial deployment targeted for 2027.
• A multi-year collaboration between Nvidia and SK hynix focuses on developing advanced memory solutions to combat worldwide AI hardware shortages.
• Korean tech company Naver commits to expanding its AI capabilities with Nvidia’s DSX platform, beginning at 55 megawatts and scaling toward gigawatt capacity.
• Doosan Group partnered with Nvidia on AI-driven robotics initiatives.
• These agreements emerged following CEO Jensen Huang’s weekend visit to Seoul, which included meetings with industry executives and a television appearance.

Nvidia’s CEO Jensen Huang arrived in Seoul last Friday with promises of “surprises,” and he certainly followed through. During a whirlwind weekend featuring Korean barbecue dinners and a TV guest spot, Huang secured multiple AI infrastructure partnerships encompassing cloud computing, semiconductor technology, and robotics applications.

NVIDIA Corporation, NVDA

The centerpiece announcement involves a collaboration between Nvidia and SK Telecom. These industry leaders intend to develop a gigawatt-scale AI cloud infrastructure throughout Korea, with the inaugural AI factory scheduled to become operational by 2027. This initiative aims to deliver “sovereign, physical and agentic AI services” to Korean businesses, with expansion plans targeting the broader Asian market. Financial details of the investment remain undisclosed.

Advanced Memory Technology Takes Center Stage

SK hynix, operating within the SK Group conglomerate alongside SK Telecom, separately unveiled a “multi-year technology partnership” with Nvidia. This collaboration emphasizes developing cutting-edge memory components essential for operating large-scale AI systems, which are experiencing significant global supply constraints.

The agreement encompasses joint development of memory technologies for Nvidia’s hardware platforms spanning AI infrastructure, consumer AI applications, and physical AI sectors. SK Group chairman Chey Tae-won has publicly committed to doubling silicon wafer manufacturing capacity, while simultaneously cautioning that semiconductor shortages may continue through 2030.

Nvidia’s valuation has surpassed $5 trillion — exceeding the entire GDP of nations like Japan or India — driven by massive government and corporate investments in AI infrastructure totaling hundreds of billions of dollars.

Naver and Doosan Complete Partnership Lineup

In addition to the SK agreements, Nvidia revealed an AI infrastructure enhancement partnership with Naver, Korea’s dominant internet company. Naver plans to deploy Nvidia’s DSX platform for constructing and expanding comprehensive AI platforms, launching with 55 megawatts of capacity and targeting gigawatt-scale operations.

Nvidia additionally disclosed a robotics-centered partnership with Doosan Group, capping off an eventful Monday in Seoul.

Prior to his South Korea visit, Nvidia introduced an advanced laptop processor for Windows devices targeting the emerging consumer AI PC segment.

Naver’s infrastructure buildout utilizing Nvidia’s DSX platform represents one of the most substantial commitments emerging from Huang’s Seoul meetings, featuring a specified initial capacity and well-defined expansion strategy.

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