SK Telecom and NVIDIA build AI infrastructure to power Korea’s AI innovation - telecomtv.com

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

SK Telecom’s gigawatt-scale AI cloud with NVIDIA marks a strategic pivot: telcos are no longer just connectivity pipes but foundational AI infrastructure orchestrators. Technically, this accelerates demand for 3nm/EUV chips and forces co-design of memory bandwidth, interconnects, and physical AI workloads via Omniverse and Nemotron. Regulatory-wise, Korea’s push for sovereign AI mitigates some U.S. export controls but deepens GPU dependency, heightening supply chain fragility. Competitively, rivals like KT may rush to align with local semiconductor players, while TSMC (Taiwan, China) could leverage HBM3E capacity to capture more value. Over the next 18 months, expect global telcos to mimic this 'AI factory' model—but the real moat lies not in power scale, but in seamless silicon-to-software integration, where SK hynix’s tight coupling with NVIDIA becomes decisive.