SK broadens AI infrastructure ties with NVIDIA, Microsoft, AWS and Anthropic, including LOI for a 2GW Korea AI factory
SK Group's expanded AI infrastructure partnerships with NVIDIA, Microsoft, AWS and Anthropic reinforce near-to-mid-term visibility for NVIDIA's full-stack AI factory deployments and next-generation GPU platforms, including planned Korean GW-scale capacity. The LOI and multi-year buildout narrative support data-center demand durability and ecosystem lock-in, while tighter AI memory collaboration with SK Hynix reduces supply-chain uncertainty for accelerated computing rollouts.
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SK Group said at its KAI Summit in San Francisco that it is deepening AI infrastructure cooperation with NVIDIA, Microsoft, Amazon Web Services (AWS) and Anthropic. The plans include an LOI with NVIDIA covering AI infrastructure worth over $500 billion and a project to build Korea’s largest 2GW AI factory, plus a long-term AI memory supply partnership with Microsoft. SK also plans to expand its AI data center cooperation with AWS beyond the existing Ulsan AI Data Center to major domestic hubs nationwide.