Key facts
- Nvidia CEO Jensen Huang visited South Korea and announced new AI data center deals.
- Nvidia is collaborating with SK Hynix on advanced memory chips for AI data centers.
- SK Telecom plans to establish an AI cloud in collaboration with Nvidia.
- Nvidia is working with LG Group on humanoid robots and Hyundai on AI initiatives.
- Samsung, SK Hynix, and Micron are certified to supply HBM4 memory for Nvidia's AI accelerators.
- Deliveries of HBM4 memory for Nvidia's AI accelerators are expected to start in Q3 2026.
- SK Hynix is anticipated to supply the largest volume share of HBM4 memory to Nvidia.
- Micron Technology's market capitalization reached $1 trillion due to its collaboration with Nvidia.
- Marvell Technology shares surged after Nvidia CEO Jensen Huang called it a potential 'trillion-dollar company.'
- Arm Holdings stock increased over 14% following Nvidia's launch of new Arm-based AI chips.
- Nvidia is expanding its AI hardware offerings to laptops.
- AI PC shipments are projected to reach 77.8 million units by 2025.
Nvidia CEO Jensen Huang's recent activities have underscored the company's central role in the artificial intelligence ecosystem, marked by new partnerships and strategic endorsements. During a visit to South Korea, Huang announced significant AI data center deals with major tech firms including SK Hynix, Naver, and LG Group. SK Hynix is set to develop advanced memory chips for AI data centers, while SK Telecom plans to establish an AI cloud. Nvidia is also collaborating with LG on humanoid robots and Hyundai on broader AI initiatives.
Further solidifying Nvidia's influence, Huang confirmed that Samsung, SK Hynix, and Micron have been certified to supply High Bandwidth Memory 4 (HBM4) for Nvidia's AI accelerators, specifically for the Vera Rubin platform, with deliveries slated to begin in Q3 2026. SK Hynix is anticipated to hold the largest share of these HBM4 supplies. This certification expands Nvidia's HBM4 supplier base and highlights the escalating demand for advanced AI hardware. In a separate development, Micron Technology's market capitalization has surged tenfold over the past year, reaching $1 trillion, largely due to its strategic collaboration with Nvidia on specialized high bandwidth memory (HBM) chips for AI systems, leading to long-term, higher-margin deals.
Nvidia's impact extends beyond memory suppliers, with its CEO's remarks significantly influencing stock prices across various sectors. Marvell Technology shares experienced a substantial surge after Huang identified the chipmaker as a potential 'next trillion-dollar company,' a statement made during Computex week in Taipei. Nvidia had previously invested $2 billion in Marvell. Arm Holdings also saw its stock jump over 14% following Nvidia's announcement of new Arm-based AI PC and data center chips, including the RTX Spark AI PC chip and Vera data center processor, set for launch in fall and Q3 2026, respectively. Nvidia is also expanding its AI hardware offerings to laptops, a move that intensifies competition with established players like Apple, Intel, and AMD, shifting the AI battleground to personal computers where AI PC shipments are projected to reach 77.8 million units by 2025.
Beyond direct hardware collaborations, Nvidia's ecosystem influence is evident in other areas. Adobe is re-engineering its flagship creative software, Photoshop and Premiere, to leverage Nvidia's latest AI superchip, aiming for significant boosts in AI and graphics performance, potentially doubling speed for creative workflows. The company also introduced its DSX platform to assist in the design and management of AI factories. Meanwhile, other tech giants are making strategic moves in the AI hardware space; Amazon is reportedly investing $50 billion into its chip development, positioning itself as a potential competitor to Nvidia. Apple is reportedly planning to use Nvidia's Blackwell B200 chips for its next-generation Siri, integrating Google's Gemini AI model to enhance chatbot capabilities, a move that may signal a compromise on Apple's in-house AI silicon plans. Cerebras CEO Andrew Feldman stated his company collaborates with all AI infrastructure players except Nvidia, aiming to promote openness and offer alternatives to Nvidia's market dominance.