Nvidia and SK Group ink $500 billion AI infrastructure pact

Nvidia and SK Group announced a $500 billion strategic partnership covering long-term memory chip supply, a 2 gigawatt AI data center, and broader AI infrastructure investment. The deal ties Nvidia's GPU roadmap to SK's memory manufacturing capacity over the long term.

Why it matters: Memory, especially high-bandwidth memory, has become a bottleneck for AI accelerators as demand outpaces supply, so locking in a major memory supplier gives Nvidia a hedge while handing SK Group a long-term anchor customer. It fits a broader pattern of chipmakers and cloud players pre-committing capacity years ahead (AMD's Helios rollout, Google's growing TPU stockpile) as memory prices climb amid the shortage already pushing up car prices.