SK Chairman Chey Tae-won Meets NVIDIA CEO Jensen Huang in California

SK-3.81%
SK Hynix-8.33%
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Key Takeaways
  • SK Chairman Chey Tae-won met NVIDIA CEO Jensen Huang in California to discuss expanded AI infrastructure and memory cooperation.
  • SK Hynix supplies high-bandwidth memory to NVIDIA as core partner under their June joint development agreement.
  • NVIDIA will discuss Korea's full-stack AI strategy with President Lee Jae-myung at the upcoming AI Summit in San Francisco.

SK Group Chairman Chey Tae-won and NVIDIA CEO Jensen Huang met in Woodside, California to discuss expanded cooperation in AI infrastructure, memory, and physical AI. The meeting occurred a day before NVIDIA's AI Summit on the 24th in San Francisco, with SK Hynix CEO Kwak Noh-jung and officials from SK Telecom and NVIDIA also attending. The discussions focused on expanding collaboration in high-performance memory, AI data centers, physical AI, and robotics to address AI computing market growth. SK Hynix serves as a core partner supplying high-bandwidth memory (HBM) to NVIDIA, while SK Telecom is advancing large-scale AI infrastructure to support next-generation AI services including physical AI and robotics.

SK and NVIDIA Discuss Expanded AI Collaboration Areas

NVIDIA stated that the dinner meeting reaffirmed the long-term partnership between both companies. The discussions covered methods to expand cooperation in high-performance memory, AI data centers, physical AI, and robotics in response to AI computing market growth. Both sides explored collaboration strategies across these technology domains during the California meeting.

SK Hynix Supplies HBM as NVIDIA's Core Memory Partner

SK and NVIDIA agreed in June to jointly develop memory for NVIDIA platforms covering AI infrastructure, personal AI, and physical AI. SK Hynix functions as a key partner supplying high-bandwidth memory (HBM) to NVIDIA. The June agreement established the framework for ongoing memory technology collaboration between the companies.

NVIDIA Plans Korea AI Strategy Discussions at Summit

NVIDIA will meet President Lee Jae-myung along with major Korean business leaders and researchers at the AI Summit to discuss Korea's AI development direction. Following Huang's visit to Korea in June, the discussions aim to elaborate Korea's full-stack AI strategy encompassing AI infrastructure, specialized personnel, and software ecosystem. NVIDIA previously announced the establishment of a joint AI research lab with KAIST at the Kim Jaechul Graduate School of AI in Seoul for agentic AI research. The joint lab will research AI models and systems specialized for Korean industry and language environments using NVIDIA's Nemotron open models and AI cloud partner computing infrastructure.

FAQ

What did SK Chairman Chey Tae-won and NVIDIA CEO Jensen Huang discuss in California?

Chey Tae-won and Jensen Huang met in Woodside, California a day before NVIDIA's AI Summit on the 24th to discuss expanded cooperation in AI infrastructure, memory, physical AI, and robotics. SK Hynix CEO Kwak Noh-jung and officials from SK Telecom and NVIDIA attended the dinner meeting, where both sides explored collaboration strategies in high-performance memory, AI data centers, and next-generation AI services.

What is SK Hynix's role in NVIDIA's AI technology development?

SK Hynix serves as a core partner supplying high-bandwidth memory (HBM) to NVIDIA. The companies agreed in June to jointly develop memory for NVIDIA platforms covering AI infrastructure, personal AI, and physical AI applications.

What AI initiatives will NVIDIA pursue in Korea following this meeting?

NVIDIA will meet President Lee Jae-myung and Korean business leaders at the AI Summit to discuss Korea's AI development direction and elaborate the country's full-stack AI strategy. NVIDIA announced the establishment of a joint AI research lab with KAIST for agentic AI research using Nemotron open models and AI cloud computing infrastructure.

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