Nvidia and SK Group are set to expand AI and semiconductor cooperation, as Seoul ties deepen

Nvidia is preparing to announce an expanded cooperation plan with South Korea’s SK Group, according to a report that said the companies are scheduled to make the announcement on Monday. The report, published by Reuters via Yahoo Finance, did not provide additional terms in the brief posted summary, but it framed the move as a broader AI and semiconductor partnership tied to the companies’ ongoing work in the region.

The June timing matters because Nvidia’s current business focus increasingly depends on the buildout of so-called AI factories, large-scale data center capacity designed to train and run artificial intelligence systems. Those systems require more than processors. They also depend on advanced memory and on large, power-and-networked data center deployments that can be scaled across multiple customers.

Nvidia has recently put those dependencies into sharper focus through partnership announcements in South Korea. On June 8, Nvidia said it and SK hynix, an SK Group affiliate, agreed to a multiyear technology partnership aimed at advancing next-generation memory for the global AI factory buildout. In that announcement, Nvidia described the effort as supporting both semiconductor design and manufacturing, highlighting memory as a constraint for AI infrastructure rather than a peripheral component.

Separately, Nvidia also announced an effort with SK Telecom to build AI infrastructure in Korea, describing a gigawatt-scale AI cloud using Nvidia’s DSX platform. DSX is Nvidia’s data center software and infrastructure offering that is designed to help customers deploy AI systems more quickly by combining hardware acceleration with system management software.

Taken together, the recent SK-related deals suggest Nvidia is leaning into a full stack of requirements for AI expansion in South Korea: computation via Nvidia GPUs and related platforms, memory via SK hynix, and large-scale cloud and deployment via SK Telecom. The upcoming SK Group announcement could bring those threads under a wider umbrella, though the companies have not disclosed specifics in the brief reporting summary.

For now, investors and customers will have to wait for the Monday announcement to learn what “expanded” means in concrete terms. The report did not specify whether it involves additional chip or memory programs, new manufacturing collaboration, a cloud deployment, or a broader commercial agreement. It also did not indicate whether SK Group’s role would be via SK hynix, SK Telecom, or another affiliate, or how any new plan would be structured financially.

In the broader semiconductor and AI supply chain, memory has become a widely discussed bottleneck as data center operators race to increase capacity for training and inference. Nvidia’s emphasis on next-generation memory partnerships aligns with that pressure, but it does not confirm that the SK Group announcement is only about memory. Nvidia and its partners often address multiple constraints simultaneously, including system integration, performance targets, and production ramp timelines.

What to watch next is the company-level and affiliate-level detail that typically follows these announcements: whether there are named products, timelines, or capacity targets, and whether the plan adds new partners beyond SK Group’s core technology businesses. The practical impact, if the announcement broadens existing cooperation, will be measured in how quickly AI infrastructure can be scaled and how reliably advanced components can be supplied to meet demand.