Mentioned:
The race to build out new memory supply to keep up with the surge in demand from artificial intelligence is underway. Which is exactly why Nvidia and SK hynix are partnering up.
What’s happening:
- Nvidia (NASDAQ: NVDA) and SK hynix have formed a new multi year technology partnership to co-develop next generation memory
Why it matters:
- SK hynix is one of the world’s largest memory chip manufacturers and is widely considered to be the leading supplier of High Bandwidth Memory for artificial intelligence companies and data centres
Going deeper:
- Nvidia has publicly stated that SK hynix will design custom memory for multiple Nvidia platforms including Vera Rubin AI supercomputers, Vera CPUs and Jetson Thor systems for robotics
- SK hynix will also develop digit twins using Nvidia’s technology to advance autonomous fabrication facility operations and optimize their memory chip production


