NVIDIA and SK Group Lock HBM4 Supply and Launch Sovereign AI Factory Model with $500B+ Deal
NVIDIA and SK Group announced a $500B+ AI partnership including a 2GW AI factory using Vera Rubin and HBM4, long-term HBM4 supply lock, and a $1B NVIDIA investment in Naver (with $9B from Brookfield). Samsung and Broadcom signed a $200B deal. This signals a new era of sovereign AI infrastructure and supply chain deep-locking.
