NVIDIA And SK Telecom: Gigawatt-Scale AI Cloud Planned To Power Korea’s AI Innovation - Pulse 2.0

NVIDIA and SK Telecom have announced plans to build a gigawatt-scale AI cloud in South Korea using NVIDIA's DSX platform, aimed at delivering large-scale AI infrastructure for sovereign, physical, and... Read original →

NVIDIA and SK Telecom’s gigawatt-scale AI cloud will catalyze demand for 3nm advanced packaging and EUV tools in Korea, directly boosting SK Hynix’s HBM4 and CoWoS capacity alignment. This pressures TSMC (Taiwan, China) to accelerate AI-dedicated fabs in Japan and Korea to mitigate supply chain fragmentation risks. Regulatory-wise, Korea’s draft AI Sovereignty Act—mandating local data residency for critical model training—raises operational costs for global cloud providers while fortifying domestic alliances. Against AWS and Microsoft’s Asian AI infrastructure push, this DSX-based stack leverages energy efficiency to force competitors toward vertical-specific AI factory designs. Within 18 months, Japan and Vietnam may launch similar national AI foundations. SK Group will bundle its 5G private networks with smart manufacturing solutions, creating a closed-loop ‘chip-network-factory’ ecosystem that redefines East Asia’s hard-tech rivalry.