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Nvidia and SK Group Forge Ahead with HBM4 Supply Talks Amid AI Infrastructure Push

Nvidia and SK Group Forge Ahead with HBM4 Supply Talks Amid AI Infrastructure Push

Author:

Global Cryptocurrency

Published:

2026-02-10 07:27:02

19

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BTCCSquare news:

Nvidia shares edged higher following confirmation of high-level discussions between SK Group's chairman and CEO Jensen Huang regarding HBM4 memory supply. The talks signal deepening collaboration in AI infrastructure, with South Korea's $750 million HBM revenue opportunity looming.

The SK-Nvidia AI Factory project aims to deploy more than 50,000 GPUs by 2027, creating strategic pressure on memory supply chains. While SK hynix maintains its position as primary HBM4 supplier, capacity constraints may open doors for competitors like Samsung in the coming years.

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