NVIDIA Founder and CEO, Jensen Huang, used a recent visit to South Korea to announce a new wave of partnerships spanning AI infrastructure and robotics.
These partnerships position South Korea as a central node in the NVIDIA’s global AI strategy.
Infrastructure at scale
SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory coming online in 2027.
SK Telecom’s AI Cloud will power training, inference, and Agentic workloads including sovereign, Physical, and enterprise AI services for companies and industries across Korea, with the vision to expand to greater Asia regions.
SK Telecom’s AI Cloud will be built on the NVIDIA DSX full-stack reference architecture of software, hardware, and operations producing the lowest-cost tokens at maximum energy efficiency.
“Telecom networks are becoming national AI infrastructure,” said Jensen Huang, Founder and CEO of NVIDIA. “They connect people, companies, devices, and machines – and now they can become the backbone of new AI clouds. With NVIDIA DSX, SK Telecom can build Korea’s AI Cloud at scale and bring agents, enterprise, and physical AI to the companies and industries that power Korea and the world.”
“Through our close partnership with NVIDIA, we have now secured full-stack AI infrastructure capabilities, from chips to data centre operations,” said Chey Tae-won, Chairman of SK Group. “We will work with NVIDIA to tackle GPU, memory and energy challenges and become a leading AI factory player shaping Asia’s AI ecosystem.”
NAVER will also expand its sovereign AI infrastructure, starting at 55 megawatts with plans to move to gigawatt scale using the NVIDIA DSX platform to rapidly design, build, and scale full-stack, end-to-end AI platforms that can serve enterprises, industries, and government.
“Useful AI has arrived, and demand for AI factories is extraordinary,” said Huang. “NAVER is building AI factory infrastructure that will serve its companies, developers, and industries. With NVIDIA DSX, we can help Korea scale sovereign intelligence infrastructure for the agentic era – from AI agents to AI factories and physical AI.”
“NAVER is building sovereign AI infrastructure that can serve Korea’s industries and global customers with trusted, high-performance AI,” said Haejin Lee, Founder and Chairman of NAVER. “By building on the NVIDIA DSX platform, we can help customers move from AI experimentation to production-scale AI factories that power models, agents, and real-world services.”
Memory and semiconductors
NVIDIA and SK hynix announced a multiyear technology partnership to advance next-generation memory for the global AI factory buildout and accelerate semiconductor design and manufacturing. The agreement builds on years of deep co-engineering collaboration that has powered some of the world’s most advanced AI computing platforms.
“AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance,” said Huang. “SK hynix has been an extraordinary partner to NVIDIA, playing a central role in delivering advanced memory technologies for NVIDIA AI computing platforms. Together, we will codevelop the next generation of memory for AI factories and support the accelerating global expansion of AI infrastructure – from frontier model training to agentic and physical AI.”
“SK hynix and NVIDIA have been building toward this for years, and this partnership reflects the depth of that collaboration,” said Chey Tae-won, Chairman of SK Group. “Together, we are codeveloping the next generation of memory for AI factories and applying AI to how we design and manufacture semiconductors – work that will shape the future of AI infrastructure.”
The multiyear agreement supports supply to address the extended development cycles of advanced memory. As AI factories scale globally, this strategic partnership enables memory supply to keep pace with NVIDIA’s infrastructure roadmap and the sustained buildout of AI infrastructure worldwide. Through this partnership, SK hynix will diversify into new markets NVIDIA is creating – spanning AI infrastructure, personal AI, and Physical AI – codeveloping memory for NVIDIA Vera Rubin AI supercomputers, NVIDIA Vera CPUs, NVIDIA RTX Spark-powered PCs and NVIDIA Jetson Thor robotic computing platforms.
Robotics and industrial AI
NVIDIA and Doosan Group are expanding their collaboration to advance new opportunities across Physical AI, robotics, and AI factory infrastructure, spanning Doosan Robotics, Doosan Bobcat, Doosan Enerbility, and Doosan Corporation Electro-Materials.
The collaboration will bring together NVIDIA’s full-stack accelerated computing platforms with Doosan Group’s capabilities in industrial automation, power generation, and advanced electronics materials to support next-generation AI infrastructure.
Doosan Group’s businesses span several layers of the AI factory ecosystem, from intelligent robotics systems to the full spectrum of large-scale power solutions and advanced electronics materials for AI data centre equipment.
NVIDIA and Doosan will explore how NVIDIA’s physical AI stack, NVIDIA DSX AI factory platform, NVIDIA MGX, and accelerated computing platforms can support these areas.
