Nvidia announced partnerships in South Korea with LG, SK Hynix, and SK Telecom, focusing on humanoid robots, data centres, and memory chips. The deals aim to support Nvidia’s AI ambitions and expand its reach in robotics and computing. Details on financial terms remained undisclosed. SK Hynix will develop advanced memory for global AI data centres, a move that reflects growing demand for specialized components. Nvidia CEO Jensen Huang emphasized the importance of SK Hynix as a key partner, noting the chipmaker’s plans to increase production capacity.
SK Telecom is building a gigawatt-scale AI cloud in South Korea using Nvidia technology. The first data centre is expected to launch in 2027. Naver and Doosan Group will also use Nvidia’s tech for AI infrastructure. Doosan, which supplies materials for Nvidia’s Blackwell chips, plans to integrate its energy solutions into Nvidia’s data centre platforms. The collaboration extends to physical AI technology, highlighting Doosan’s role in hardware development.
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Nvidia and LG Group are working on humanoid robots, focusing on electronics, mechanical systems, and AI. The partnership includes designing future data centres with cooling, power delivery, and structural innovations. Huang met with LG’s chairman, Koo Kwang-mo, to discuss these projects. The companies aim to advance robotics for industrial and consumer applications, aligning with broader trends in automation and AI integration.
Hyundai Motor Group is another key partner. Nvidia will deepen collaboration with Hyundai on AI initiatives, including autonomous mobility, robotics, and manufacturing. Huang praised Hyundai’s planned AI data centre in Saemangeum, comparing it to Silicon Valley. The project could position the region as a hub for AI development. The partnership shows Nvidia’s push to expand its ecosystem beyond traditional computing sectors.
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Analysts note that memory chips are becoming more tailored to specific customer needs. Ryu Young-ho of NH Investment & Securities said the SK Hynix-Nvidia deal highlights this shift. Memory producers face pressure to meet surging demand from AI and robotics. SK Hynix’s plan to double wafer capacity by 2030 may still fall short, according to Huang. The company’s partnership with Nvidia is expected to grow, with procurement valued in the billions annually.
South Korea’s tech sector is a focal point for Nvidia’s global strategy. The country’s major conglomerates are investing heavily in AI infrastructure. These partnerships aim to secure supply chains and promote innovation. As AI adoption accelerates, demand for specialized hardware is rising. Nvidia’s collaborations with local firms could shape the future of computing and robotics, influencing global industry standards.
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The deals reflect a broader trend of tech companies aligning with regional partners to address supply chain challenges. Memory shortages and production bottlenecks have driven companies to seek long-term agreements. SK Hynix’s role as Nvidia’s largest memory partner shows the strategic importance of these relationships. The partnerships also signal confidence in South Korea’s ability to support cutting-edge AI and robotics development.
Data centres are central to Nvidia’s expansion. SK Telecom’s AI cloud project and Hyundai’s Saemangeum initiative highlight the scale of these efforts. Cooling, power, and design innovations are critical for next-gen facilities. These projects could set new benchmarks for efficiency and performance. As AI workloads grow, the need for robust infrastructure will only increase, driving further investment in hardware and software solutions.
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