Semiconductor News & Analysis Feed
23 articles
2026-06-21
wccftech.com
2026-06-21
Wccftech
NVIDIA's Vera Rubin is entering data centers soon, and the rise of Agentic AI also comes with a mammoth rise in costs.
The Vera Rubin era is upon us. The first systems are already being shipped to major cloud providers who are validating and testing them before bringing them up on scale. With the full volume production already going on, NVIDIA is eyeing an even bigger success than Blackwell.
But
2026-06-15
datacentremagazine.com
2026-06-15
Data Centre Magazine
NVIDIA is strengthening its position in the AI infrastructure market through a series of agreements in South Korea that span memory supply, data centre development and AI-powered industrial systems.
During a four-day visit to Seoul, NVIDIA's CEO, Jensen Huang, secured agreements with SK hynix, SK Telecom, Naver, Doosan Group, LG Group and Hyundai Motor Group.
The financial terms to the partnersh
2026-06-10
sherwood.news
2026-06-10
Sherwood News
Jon Keegan
34M
Report: OpenAI and Nvidia in talks to team up for 10-gigawatt data center in Ohio
Fresh off scaling back ambitious plans for its Stargate data centers, OpenAI may be moving forward with a new plan: a 10-gigawatt data center in Ohio powered and backed by NvidiaNVDA $202.77 (-2.60%).
According to a report by The Information, the new data center, built on federal land, would dwarf th
2026-06-10
www.investing.com
2026-06-10
Investing.com
www.investing.com
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2026-06-10
www.theinformation.com
2026-06-10
The Information
Developers of OpenAI’s Stargate Data Center Face Higher Costs
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2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
South Korea's SK Telecom is partnering with Nvidia on a "gigawatt-scale" AI cloud platform in the country.
This will see SK Telecom deploy AI factories in the country based on the Nvidia DSX platform, with the first set to come online in 2027.
– Nvidia
The Nvidia DSX is a full-stack reference architecture including software, hardware, and operations. The AI cloud platform will provide compute f
2026-06-09
www.computerweekly.com
2026-06-09
Computer Weekly
TAWATCHAI1990 - STOCK.ADOBE.COM
TAWATCHAI1990 - STOCK.ADOBE.COM
NEWS
SKT teams up with Nvidia on gigawatt-scale AI cloud
The Korean telco continues its push to become a global AI powerhouse, leveraging Nvidia’s DSX architecture to build an AI factory for sovereign workloads and token generation
By
Aaron Tan, Informa TechTarget
Published: 09 Jun 2026 3:19
South Korean telecoms giant SK Telecom (
2026-06-09
www.upi.com
2026-06-09
upi.com
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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
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
www.digitimes.com
2026-06-08
digitimes
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center...
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2026-06-08
digitimes.com
2026-06-08
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
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
news.google.com
2026-06-08
Reuters
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
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2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
News Summary:
NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK Sejong.
NVIDIA DSX gives NAVER a proven AI factory blueprint to serve Korea’s industries and global AI cloud customers as demand for useful AI surges at lowest token cost.
NAVER will use NVIDIA full-stack AI platforms, models and software to adva
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
2026-06-01
www.stocktitan.net
2026-06-01
Stock Titan
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