SK Group announced partnerships with NVIDIA, Microsoft, Anthropic, and Amazon Web Services for AI infrastructure development at the K-AI Summit held at the Fairmont Hotel in San Francisco on July 24 (local time). The collaborations include building an AI factory with up to 2 gigawatts capacity and expanding cooperation in AI memory and data center sectors, with total AI infrastructure cooperation exceeding $500 billion in scale. The partnerships aim to support sovereign AI, physical AI, agentic AI, and enterprise AI services while addressing AI computing demand across the Asia-Pacific region including Korea.
SK Group and NVIDIA Sign $500 Billion AI Infrastructure Partnership
SK Group signed a letter of intent with NVIDIA for AI infrastructure cooperation exceeding $500 billion in total scale, covering AI factory construction and AI memory supply. SK Telecom will build an AI factory with a maximum capacity of 2 gigawatts domestically based on NVIDIA's full-stack AI factory architecture DSX. The facility will deploy NVIDIA's next-generation computing system Vera Rubin equipped with SK Hynix's HBM4, with phased operations starting from 2027.
SK Hynix to Co-Develop Next-Generation AI Memory with NVIDIA
SK Hynix will jointly develop next-generation AI memory including high bandwidth memory (HBM) with NVIDIA to meet expanding demand from large language model training to agentic and physical AI. The partnership strengthens long-term supply cooperation for AI memory solutions. SK Hynix also plans to pursue mid-to-long-term supply of server memory optimized for AI workloads to Microsoft's data centers, with both companies agreeing to validate memory solutions in actual server environments and establish new standards for AI server memory.
SK Telecom Expands Data Center Partnerships with Anthropic and AWS
SK Telecom signed a memorandum of understanding with Anthropic to build a gigawatt-scale AI data center domestically. The company also plans to expand its data center business at major domestic locations with AWS based on their joint experience building the Ulsan AI data center, aiming to secure gigawatt-scale AI computing capacity in the long term. Chairman Choi Tae-won met with OpenAI CEO Sam Altman to discuss long-term cooperation including memory supply and establishment and operation of a southwestern AI data center.
![SK Telecom and Anthropic executives at signing ceremony]()
SK Chairman Choi Tae-won and Anthropic CEO Dario Amodei at the AI Summit signing ceremony on July 24 (local time) in San Francisco
Chairman Choi Emphasizes Korea's Role as AI Infrastructure Hub
At the K-AI Summit attended by President Lee Jae-myung, global tech representatives, AI scholars and researchers, startups and investors, Chairman Choi addressed SK's recently announced three mega projects. He stated that "although the investment scale may feel unfamiliar due to its size, it is a realistic plan based on actual demand in the global AI market." Choi emphasized that "AI is still only in the early stage" and that "Korea must leap forward as an AI infrastructure hub connecting the United States, Europe, and Asia based on more memory and AI data centers." He identified success factors for the three mega projects as implementing an AI-native nation where each citizen utilizes at least one AI agent, reducing token costs through memory and data center expansion, and minimizing side effects including establishing AI governance and addressing employment and environmental issues.
FAQ
What did SK Group announce at the K-AI Summit on July 24?
SK Group announced partnerships with NVIDIA, Microsoft, Anthropic, and AWS for AI infrastructure development, including a letter of intent with NVIDIA for over $500 billion in AI infrastructure cooperation covering AI factory construction and AI memory supply.
When will SK Telecom's AI factory with NVIDIA begin operations?
SK Telecom's AI factory based on NVIDIA's DSX architecture will deploy Vera Rubin systems equipped with SK Hynix HBM4 and begin phased operations starting from 2027.
