Nvidia Secures Multi-Year, Billion-Dollar Memory Supply Deal with SK Hynix
NVDA•Nvidia and SK Hynix agreed a multi-year memory chip supply partnership covering Nvidia’s Vera Rubin AI supercomputers, Vera CPUs, RTX Spark PCs, and Jetson Thor platforms, using Nvidia’s CUDA-X and PhysicsNeMo frameworks to boost chip design. CEO Jensen Huang said purchases already total billions annually and will increase significantly.
1. Deal Overview
Nvidia and SK Hynix signed a multi-year agreement with an option to extend beyond two years, positioning SK Hynix as Nvidia’s largest memory partner for AI infrastructure.
2. Product Integration
Under the deal, SK Hynix will supply memory chips for Nvidia’s Vera Rubin AI supercomputers, the standalone Vera CPU microprocessor, RTX Spark-powered PCs, and Jetson Thor robotic computing platforms.
3. AI-Driven Design Collaboration
The partnership will apply Nvidia’s CUDA-X libraries and PhysicsNeMo framework to accelerate semiconductor simulations and develop factory digital twins aimed at autonomous fabrication operations.
4. Financial Impact and Outlook
CEO Jensen Huang highlighted that Nvidia already procures billions of dollars in memory from SK Hynix annually and expects spending to grow substantially, reinforcing Nvidia’s supply chain amid global semiconductor shortages.
