Nvidia has announced a series of new artificial intelligence (AI) partnerships with major South Korean technology groups, including SK Hynix, SK Telecom, Naver, Doosan, LG Group and Hyundai Motor Group.
The agreements were confirmed during Nvidia CEO Jensen Huang’s visit to South Korea and cover advanced memory chips, AI data centres, robotics, autonomous mobility and AI-powered manufacturing.
The deals place South Korea more firmly inside Nvidia’s global AI infrastructure strategy at a time when demand for chips, memory and large-scale compute continues to rise.
Nvidia Signs Multi-Year SK Hynix Deal
The most significant agreement is Nvidia’s multi-year technology partnership with SK Hynix, one of the world’s leading memory chip makers.
SK Hynix will work with Nvidia on next-generation memory designed for AI factories. Nvidia uses the term “AI factories” to describe large-scale data centre systems built to train, run and deliver AI models.
Advanced memory is a key part of that infrastructure because AI systems need to move and process huge amounts of data quickly. Without enough high-performance memory, even the most powerful AI chips can’t work at full capacity.
Nvidia said the partnership will support its AI infrastructure roadmap and help memory supply keep pace with global demand.
“SK Hynix has been Nvidia’s largest memory partner. SK Hynix will continue to be Nvidia’s largest memory partner,” Huang said after meeting SK Group Chairman Chey Tae-won, according to Reuters.
The deal also gives SK Hynix a larger role across Nvidia’s wider product plans, including AI supercomputers, personal AI systems and robotics platforms.
SK Telecom to Build AI Cloud in South Korea
Nvidia also announced a major infrastructure partnership with SK Telecom.
Under the agreement, SK Telecom plans to build a gigawatt-scale AI cloud in South Korea using Nvidia technology. The first AI data centre is expected to come online in 2027.
The AI cloud will support enterprise AI services, sovereign AI, physical AI and agentic AI workloads. Sovereign AI refers to AI infrastructure controlled within a country’s own borders, while physical AI refers to systems that connect AI with real-world machines, such as robots.
For enterprise leaders, this is the practical centre of the story. Nvidia isn’t only selling chips. It’s helping build the infrastructure that companies and national economies will use to develop and run AI services.
Naver, Doosan, LG and Hyundai Expand AI Work With Nvidia
The South Korean agreements go beyond SK Group.
Naver, one of South Korea’s largest internet companies, will use Nvidia technology to expand its AI infrastructure and develop AI factory projects. The company is expected to use the partnership to support growing demand for AI services across domestic and international markets.
Doosan Group will also work with Nvidia on AI data centre infrastructure and physical AI. Reuters reported that Doosan expects its energy solution to be used in Nvidia’s data centre platforms. The company also plans to use Nvidia’s physical AI technology as part of its robotics work.
LG Group is partnering with Nvidia on electronics, mechanical systems and humanoid robots. Huang said the two companies are also working on future data centre architecture, including cooling, power delivery and overall data centre design.
Hyundai Motor Group is expanding its Nvidia partnership across autonomous mobility, robotics and AI-powered manufacturing. Huang said the companies would work together to bring AI to “all forms of mobility” and develop robotics for practical industrial use.
South Korea Becomes More Important to Nvidia’s AI Strategy
South Korea already sits at the centre of the global technology supply chain.
It’s home to SK Hynix and Samsung Electronics, two of the world’s largest memory chip producers. It also has major companies in telecommunications, automotive manufacturing, industrial systems, electronics and internet services.
That makes it strategically valuable for Nvidia. The company needs advanced memory to support its chips, but it also needs customers and partners building the AI systems that use those chips.
These agreements show Nvidia trying to secure both sides at once.
It’s strengthening supply through SK Hynix while expanding demand through AI cloud, data centre, robotics and manufacturing partnerships with South Korean industry leaders.
The announcements came as South Korean technology stocks fell sharply on Monday following wider pressure on global tech markets. Reuters reported that South Korea’s Kospi index closed 8.3 per cent lower, while Samsung Electronics and SK Hynix shares also fell.
Huang dismissed concerns about the broader market sell-off and said the future of AI remained “very bright”.
Nvidia is also expected to meet Samsung’s semiconductor business head Jun Young-hyun as it continues discussions with South Korea’s largest chipmakers.
For now, the latest agreements make one thing clear. Nvidia’s AI boom is no longer only about graphics processing units (GPUs). It’s increasingly about the memory, data centres, cloud infrastructure and industrial systems needed to turn AI demand into working infrastructure.
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