Wire · technology
Nvidia, SK Group expand AI infrastructure partnership with AI factories and HBM roadmap
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Fusion42 · 27 July 2026 · Fusion42 review
Nvidia and SK Group have expanded their partnership to jointly develop AI factories and advance high-bandwidth memory (HBM) roadmaps, deepening their supply and infrastructure relationship. The deal signals accelerating demand for memory-optimised AI compute infrastructure in Asia-Pacific.
This Wire brief sits within Fusion42's coverage of AI Infrastructure and Semiconductors. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.
◆ ◆ The Wire takeaway
SK Group just locked itself into Nvidia's memory supply chain for the next generation of AI compute. If you sell into data centres, your customers' capex will now flow through this partnership—verify you're not dependent on competing memory suppliers that Nvidia is cutting out.
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