How NVIDIA and SK Telecom are Growing AI Computing Capacity - Data Centre Magazine

NVIDIA and SK Telecom are advancing South Korea's AI infrastructure through a gigawatt-scale AI cloud initiative, leveraging NVIDIA's DSX platform to build AI factories capable of handling training, i... Read original →

NVIDIA and SK Telecom’s gigawatt-scale AI cloud initiative isn’t just about scale—it’s a strategic fusion of 3nm semiconductor economics, GPU-accelerated DSX infrastructure, and digital twin-driven data center operations. This triggers a cascade: SK hynix will see surging HBM4 demand, yet remains exposed to U.S.-Dutch EUV export controls that could inflate capital costs. In response, TSMC (Taiwan, China) may fast-track CoWoS partnerships in Korea, while AWS and Microsoft accelerate sovereign AI cloud deployments in Japan and Singapore to counter SK’s regional push. Within 18 months, South Korea’s national AI strategy will compel foreign hyperscalers to adopt local joint ventures, cementing a new norm: AI infrastructure as an extension of digital sovereignty, not merely a compute race.