Nvidia Signs Multi-Year SK Hynix Memory Deal, Rolls Out Gigawatt-Scale AI Factories
NVDA•Nvidia signed a multi-year technology partnership with SK Hynix to develop next-generation AI data center memory and agreed with Naver to build gigawatt-scale AI factories using its platforms. The memory-chip deal weighed on SK Hynix and Samsung shares, while Sandisk’s 4,500% surge underscored Nvidia’s superior pricing control.
1. SK Hynix Multi-Year Technology Partnership
Nvidia and SK Hynix inked a multi-year agreement to co-develop next-generation memory tailored for AI data centers, aiming to accelerate production cycles and ensure steady supply of advanced memory modules.
2. Gigawatt-Scale AI Factories with Naver
Naver will deploy Nvidia’s AI infrastructure to build gigawatt-scale AI factories, designed to meet rising demand for AI services and physical AI applications at industrial scale.
3. Market Reaction in Memory-Chip Sector
The announcement of Nvidia’s memory-chip deal weighed on SK Hynix’s and Samsung’s share prices, reflecting investor concerns over competitive supply dynamics and margin pressures.
4. Sandisk Surge Highlights Nvidia’s Pricing Strength
While Sandisk stock jumped 4,500% on booming NAND demand, Nvidia’s ability to control product pricing and maintain competitive advantages positions it as a stronger long-term investment.
