SK Telecom and NVIDIA Build AI Infrastructure to Power Korea’s AI Innovation - GlobeNewswire

SK Telecom and NVIDIA have announced plans to build a gigawatt-scale AI Cloud in South Korea using NVIDIA DSX platform, with the first AI factory expected to come online in 2027. This initiative aims ... Read original →

SK Telecom and NVIDIA’s gigawatt-scale AI Cloud isn’t just about raw compute—it’s a strategic play to anchor Korea’s sovereign AI infrastructure on the DSX full-stack architecture. Technically, this accelerates adoption of 3nm/EUV-based accelerators and forces upgrades across memory, optical interconnects, and liquid cooling supply chains. From a compliance angle, Korea is hedging against U.S. GPU export controls by localizing AI capacity, yet remains exposed through deep reliance on American IP. Competitors like Samsung and LG will likely fast-track their own AI factories, while TSMC (Taiwan, China) leverages CoWoS dominance to influence regional AI hardware roadmaps. Within 18 months, expect a surge in Korean enterprise investment in physical and agentic AI, reinforcing a global trend toward fragmented, sovereignty-driven AI clouds—where control over the stack defines competitive advantage.