Big room, bigger implications.
Samsung's Lee Jae-yong, SK's Chey Tae-won, and Jensen Huang all in New York on Sept 28. Huang's picking up the Van Fleet Award — officially for his work with Korean firms. Unofficially? This is about the next phase of the AI memory stack.
Both Samsung and SK already supply HBM to $NVDA accelerators. But the roadmap is accelerating:
• Samsung DS met Huang in June on HBM4E and HBM5
• SK Hynix locked in a long-term memory supply deal
• SK Group and Nvidia announced a broader AI-factory partnership in July
• SK Telecom is planning up to 2 GW of AI infrastructure on Vera Rubin and DSX
Meanwhile, Huang was at the White House state dinner on Sept 24. Samsung and SK are also building out their own data center infrastructure.
This isn't just about memory supply. It's about who controls the next layer of the AI stack — and who gets first access to the next generation of compute.
Watch the memory names. The next move in AI infrastructure is being written in Korea.
Samsung's Lee Jae-yong, SK's Chey Tae-won, and Jensen Huang all in New York on Sept 28. Huang's picking up the Van Fleet Award — officially for his work with Korean firms. Unofficially? This is about the next phase of the AI memory stack.
Both Samsung and SK already supply HBM to $NVDA accelerators. But the roadmap is accelerating:
• Samsung DS met Huang in June on HBM4E and HBM5
• SK Hynix locked in a long-term memory supply deal
• SK Group and Nvidia announced a broader AI-factory partnership in July
• SK Telecom is planning up to 2 GW of AI infrastructure on Vera Rubin and DSX
Meanwhile, Huang was at the White House state dinner on Sept 24. Samsung and SK are also building out their own data center infrastructure.
This isn't just about memory supply. It's about who controls the next layer of the AI stack — and who gets first access to the next generation of compute.
Watch the memory names. The next move in AI infrastructure is being written in Korea.
