엔비디아와 SK하이닉스, 5000억 달러 규모 AI 메모리 계약 체결; 베라 루빈 양산 돌입

Jensen Huang, chief executive officer of Nvidia Corp., speaks to members of the media following the company's "Japan AI Ecosystem" reception in Tokyo, Japan, on Thursday, July 16, 2026. (Kiyoshi Ota | Bloomberg | Getty Images)

Nvidia has secured an artificial intelligence memory supply agreement with South Korea’s SK Hynix, as the chipmaker works to lock in a critical component for its advanced processors and systems. Announced late Friday in San Francisco, the multi-year partnership could be valued at $500 billion and includes plans to construct large-scale data centers expected to come online in 2027.

As part of the arrangement, SK Hynix affiliate SK Telecom will launch a cloud business powered by Nvidia’s Vera Rubin systems. Nvidia indicated that the project will require 2 gigawatts of power, signaling a massive infrastructure buildout comprising hundreds of thousands of graphics processing units.

In a separate development, Samsung Electronics announced it has signed a memorandum of understanding with chip designer Broadcom to deepen collaboration across memory and foundry technologies. According to a statement from Samsung, the estimated $200 billion agreement will support the next generation of AI infrastructure.

Nvidia is aggressively securing high-bandwidth memory (HBM), which is essential for its GPUs and systems, amid a global shortage driven by the AI boom. SK Hynix currently leads HBM production, according to industry analysts. “The expansion will include a co-develop opportunity for us on the next-generation SK Hynix AI memory, and this will help us secure a stable supply of HBM memory,” said Raj Mirpuri, Nvidia’s enterprise vice president, during a call with reporters.

The agreement underscores how massive AI infrastructure deployments are expanding beyond traditional hyperscalers, drawing involvement from foreign governments and large conglomerates. The deal was unveiled at an AI summit in San Francisco attended by South Korean officials, including President Lee Jae Myung.

Nvidia also disclosed a $1 billion investment in Naver, a South Korean cloud provider constructing GPU-centric data centers. The company noted that the project will allow potential customers in South Korea and internationally to reserve AI computing capacity ahead of the facility’s 200-megawatt completion.

Earlier this month, SK Hynix—South Korea’s second most valuable company—listed on the Nasdaq as part of a broader strategy to finance infrastructure developments.

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CNBC's Azhar Sukri contributed to this story.