Wire · technology
Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership
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Fusion42 · 25 July 2026 · Fusion42 review
Nvidia and SK Group announced a $500 billion-plus initiative combining large-scale AI data centres and next-generation memory partnerships, including SK Hynix supplying high-bandwidth memory and SK Telecom building a 2-gigawatt facility with Vera Rubin chips launching in 2027.
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
If you build anything that needs HBM4 or runs on Vera Rubin silicon, your supply chain just locked into a Korean partnership through 2027 and beyond. SK Hynix memory is now strategically bundled with Nvidia capacity, making either difficult to acquire independently.
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5 sources · first reported 25 Jul 2026 · latest 27 Jul 2026
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