Nvidia locked in a multiyear partnership with SK Hynix to co-develop memory for its Vera Rubin supercomputers, RTX Spark PCs and Jetson Thor platforms while applying AI to semiconductor design and factory automation. The agreement sent Nvidia shares up 2.64% intraday and reinforces its AI infrastructure leadership.
Nvidia announced a multiyear technology partnership with SK Hynix to co-develop next-generation memory aligned to Nvidia's AI infrastructure roadmap, securing supply for global AI factory scale-up.
The agreement spans memory supply for Vera Rubin supercomputers, Vera CPUs, RTX Spark-powered PCs and Jetson Thor robotics platforms across data center, personal AI and physical AI markets.
Nvidia’s CUDA-X libraries and PhysicsNeMo framework will accelerate SK Hynix’s chip simulation and computational lithography, while Omniverse and cuOpt will enable fab digital twins toward autonomous semiconductor manufacturing.
Nvidia shares rose 2.64% intraday on the announcement, and the company also held talks with Samsung on HBM5, foundry services and autonomous driving collaborations without yet formalizing an agreement.
