#NVIDIA #SKHynix #Samsung #SKTelecom #Naver #Doosan #AI #TriTueNhanTao #DataCenter #JensenHuang #CongNghe #TinCongNghe
Is NVIDIA building an AI empire that will make both Samsung and global semiconductor competitors compete for years to come?
NVIDIA has just made a strategic step that the technology world considers extremely important when expanding cooperation with a series of leading Korean corporations including SK Hynix, SK Telecom, Naver and Doosan Group. This move took place during CEO Jensen Huang's visit to Korea and is considered part of the plan to expand the largest AI ecosystem in the world today.
In the context of AI demand exploding globally, the biggest problem is no longer software but the supply of memory chips, data centers and power infrastructure to serve AI supercomputers.
South Korea Is Becoming the Center of the AI War
It's not by chance that NVIDIA chose Korea.
This is the country that owns two of the world's leading semiconductor powers, SK Hynix and Samsung Electronics.
In particular, SK Hynix is currently the world's leading manufacturer of HBM memory, a memory chip considered the "heart" of AI GPUs such as H100, H200, Blackwell B200 and the next generations.
Role of each partner
Business Role
NVIDIA GPU AI and AI platform
SK Hynix Provides HBM memory
SK Telecom Building AI Cloud
Naver AI and data center
Doosan Group Systemg energy for Data Center
Jensen Huang Confirms SK Hynix Is the Number 1 Partner
One of the most notable statements came from Jensen Huang when he affirmed that SK Hynix will still be NVIDIA's largest memory partner in the future.
This shows that NVIDIA is spending billions of dollars every year to buy HBM memory chips to serve the exponentially growing demand for AI.
Scale of cooperation
Situation Category
Cooperation time More than 2 years
Memory chip purchase value billions of USD each year
Future trends Continue to increase strongly
HBM Focus for GPU AI
Gigawatt AI Cloud Coming Soon
One of the most notable information is that SK Telecom confirmed that it will build a Gigawatt-scale AI Cloud platform based on NVIDIA technology.
If completed as planned, the first AI data center using this platform could go into operation next year.
This shows that new generation AI Data Centers will no longer consume electricity at the current Megawatt scale but reach Gigawatt, equivalent to the consumption of many small cities.
The Race Is Not Just About SK Hynix
Besides SK Hynix, NVIDIA is also said to be working with Samsung and LG to find more resources to serve its AI strategy.
Compare current position
SK Hynix Samsung criteria
HBM for Leading AI Is Accelerating
NVIDIA Partner Very Strong Expanding
AI Memory market share High Strong competition
Outlook for 2026 Big growth Big growth
The competition between SK Hynix and Samsung in the HBM field is currently considered one of the n technology warsThe world's shiniest.
What Is NVIDIA Preparing?
Looking more broadly, the new agreements show that NVIDIA is no longer just a GPU company.
The company is building the entire AI value chain including
✔ GPU AI
✔ HBM memory chip
✔ AI Cloud
✔ Smart robot
✔ Personal AI calculator
✔ AI supercomputer
✔ Gigawatt scale AI data center
✔ Energy infrastructure
This is the reason why NVIDIA's capitalization has increased sharply in recent years and continues to be considered by investors as the business that benefits the most from the global artificial intelligence wave.
What Will Happen Next?
If projects in Korea are successful, NVIDIA could own one of the most complete AI ecosystems on the planet.
The race is no longer a battle between AI chatbots but has turned into an infrastructure war, where memory chips, power and data centers decide who will lead the AI era in the next decade.
#NVIDIA #JensenHuang #SKHynix #Samsung #HBM #AICloud #DataCenter #TriTueNhanTao #ChipAI #CongNghe #TinCongNghe #XuHuongAI #BanDan #HanQuoc #AI2026
