Key facts
- Nvidia and SK Telecom will collaborate on AI infrastructure and factories.
- The partnership aims to create a full-stack AI cloud based on Nvidia's DSX platform.
- SK Telecom plans to establish a gigawatt-scale AI cloud and factory by 2027.
- The DSX platform integrates GPU hardware with software for training and deploying AI models.
Nvidia's recent agreements with South Korean companies, particularly SK Telecom, are seen as a long-term strategy to expand the country's role in semiconductors and physical AI industries. During a three-day visit to Seoul, Nvidia CEO Jensen Huang finalized a significant deal with SK Telecom to develop AI infrastructure, including factories.
This collaboration will focus on creating a "full-stack AI cloud" that encompasses everything from chip production to data center operations, utilizing Nvidia's DSX platform. The DSX platform combines high-performance Graphics Processing Unit (GPU) hardware with an optimized software stack, designed to enable large-scale AI model training and deployment.
SK Telecom intends to construct a gigawatt-scale AI cloud and AI factory in South Korea by 2027, powered by Nvidia's DSX platform. Observers suggest these initiatives could fuel what they term 'the next industrial revolution'.