Nvidia secures $500B+ HBM deal with SK Group, locking in memory supply

Nvidia and SK Group announced a massive $500B+ strategic partnership covering HBM supply for Vera Rubin and future architectures, including co-development of next-gen memory and a 2GW AI factory buildout in Korea by 2027. This directly addresses the HBM bottleneck and strengthens Nvidia's supply chain moat. Also includes $1B investment in Naver, extending ecosystem reach.