SK그룹-NVIDIA 500억 달러 AI 인프라 투자
무슨 발표인가
- SK텔레콤 2기가와트 Vera Rubin 기반 AI 클라우드 건설
- SK하이닉스 HBM4 메모리 장기 공급 계약
- 2027년 첫 AI 팩토리 가동 예정
2027년 가동
원문 (영어)
News Summary: SK Group and NVIDIA expand strategic collaboration with a $500-billion-plus initiative spanning AI factories and next-generation memory. SK Telecom to build 2-gigawatt NVIDIA Vera Rubin DSX AI Factory to serve global compute demand. NVIDIA and SK hynix establish long-term partnership to secure and codevelop next-generation AI memory, including HBM.
AI Summit — SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.
NVIDIA Vera Rubin Infrastructure and DSX Platform Drive 2-Gigawatt Build Today’s announcement builds on the decades-long technology partnership between SK Group and NVIDIA, including the recently announced plans for SK Telecom to build a 2-gigawatt-scale AI Cloud in Korea.
This cloud will use the NVIDIA DSX platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4, with the first AI factory planned to come online in 2027. It will be built on the NVIDIA DSX full-stack AI factory architecture, which integrates NVIDIA accelerated computing, systems, software and partner technologies to deliver the lowest token cost at maximum energy efficiency.
The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services, and jointly address the increasing AI demand across the Asia-Pacific region, including South Korea. Accelerating AI Infrastructure at Scale The SK Telecom and NVIDIA collaboration accelerates the adoption of NVIDIA-powered AI infrastructure and broadens customer access to advanced cloud services.
원문: NVIDIA News — "SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory" (2026-07-25) 공식 원문: https://nvidianews.nvidia.com/news/sk-group-and-nvidia-expand-strategic-partnership-across-ai-factories-and-next-generation-memory