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, and 5 sources have reported it between 25 Jul 2026 and 27 Jul 2026.
◆ ◆ 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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5 sources · first reported 25 Jul 2026 · latest 27 Jul 2026
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