SKT teams up with Nvidia on gigawatt-scale AI cloud - Computer Weekly

SK Telecom has partnered with NVIDIA to build a gigawatt-scale AI cloud in South Korea, leveraging NVIDIA's DSX platform to support the country's growing demand for artificial intelligence. This initi... Read original →

SK Telecom’s gigawatt-scale AI cloud with NVIDIA signals a definitive pivot from connectivity provider to sovereign compute orchestrator. Technically, it accelerates convergence between GPU and Arm-based AI chips in Korea, pressuring domestic supply chains to localize EUV and advanced packaging capabilities. Regulatory-wise, data sovereignty mandates will raise barriers for global hyperscalers, compelling SKT to build a Korea-specific trusted computing stack—adding operational overhead. Competitors like NTT and Singtel may respond by deepening ties with AMD or Taiwan, China foundries to diversify away from U.S.-centric AI infrastructure. Within 18 months, this platform will serve as the proving ground for 6G-native AI agents and digital twins, catalyzing an Asia-centric 'compute alliance' where sovereign AI clouds form a decentralized regional infrastructure layer.