Semiconductor News & Analysis Feed
42 articles
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
Nvidia, SK Telecom plan gigawatt-scale AI cloud in South Korea
Jun 08, 2026, 4:44 AM ETNVIDIA Corporation (NVDA) Stock, SKM Stock, HXSCL StockNHNCF, LGEIYBy: Ravikash Bakolia, SA News Editor
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MattGush
Nvidia (NVDA) said SK Telecom (SKM) plans to build a gigawatt-scale AI Cloud in South Korea using the U.S. company's DSX platform, with the first AI factory plann
2026-06-08
www.eenewseurope.com
2026-06-08
eeNews Europe
SK Telecom is teaming up with NVIDIA to build a gigawatt-scale AI cloud infrastructure in South Korea, marking one of the country’s biggest AI infrastructure projects to date. SK Telecom plans to bring the first AI factory based on NVIDIA’s DSX platform online in 2027 to support growing demand for sovereign AI, robotics and industrial AI applications.
2026-06-08
pulse2.com
2026-06-08
Pulse 2.0
NVIDIA and SK Telecom announced plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory expected to come online in 2027. The initiative is designed to provide large-scale AI infrastructure capable of supporting sovereign, physical, and agentic AI services for enterprises and industries across Korea, with a long-term vision of expanding throughout
2026-06-08
digitimes.com
2026-06-08
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
Nvidia CEO Jensen Huang discusses partnership with Naver Cloud during his keynote speech at Nvidia GTC Taipei 2026 in Taiwan on June 1. (Screen captured from Nvidia's YouTube channel)
Nvidia and Naver are expanding their artificial intelligence infrastructure partnership and sovereign AI initiative, using the Korean internet giant’s existing data center in Sejong as the starting point to scale AI
2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the NVIDIA DSX platform, with the first AI factory planned to come online in 2027.
The AI Cloud will support sovereign, physical and agentic AI services for enterprises and industries across Korea, building on SK Telecom’s network, data center and enterprise infrastructure expertise.
NVIDIA DSX will serve as the AI f
2026-06-08
news.google.com
2026-06-08
Stock Titan
2026-06-07
simplywall.st
2026-06-07
simplywall.st
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2026-06-01
blogs.nvidia.com
2026-06-01
NVIDIA Blog
NVIDIA AI Cloud Ecosystem Expands Worldwide to Meet Global AI Compute Demand
Fast-growing ecosystem helps enterprises, startups, nations, AI labs and developers scale agentic AI applications.
May 31, 2026 by Dion Harris
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The NVIDIA AI Cloud ecosystem is accelerating the global buildout of AI factory infrastructure. Partners are expanding capacity to meet growing demand from enterprises,
2026-05-29
www.fool.com
2026-05-29
The Motley Fool
At its recent I/O conference, Alphabet (
GOOGL
+0.34%
) (
GOOG
+0.36%
) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone.
While in its early stages, this new company could impact Nvidia's (
NVDA
+0.80%
) AI hardware business and
2026-05-27
ir.supermicro.com
2026-05-27
Supermicro
SAN JOSE, Calif., May 27, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced that Verda, a leading European AI cloud provider, has selected Supermicro's NVIDIA GPU-accelerated, rack-scale systems to power its modern AI cloud infrastructure across
2026-05-22
finance.yahoo.com
2026-05-22
Yahoo Finance
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2026-05-20
www.barrons.com
2026-05-20
Barron's
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2026-05-12
finance.yahoo.com
2026-05-12
Yahoo Finance
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2026-05-11
247wallst.com
2026-05-11
24/7 Wall St.
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2026-05-11
simplywall.st
2026-05-11
simplywall.st
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2026-05-10
simplywall.st
2026-05-10
simplywall.st
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2026-05-10
www.indexbox.io
2026-05-10
IndexBox
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2026-05-08
247wallst.com
2026-05-08
24/7 Wall St.
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2026-05-08
finance.yahoo.com
2026-05-08
Yahoo Finance
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