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

NVDA

SK Telecom and NVIDIA Build AI Infrastructure to Power Korea's AI Innovation

NVIDIA DSX powers SK Telecom's gigawatt-scale AI cloud in Korea

News Summary:  NVIDIA and SK hynix announce multiyear technology partnership for next-generation memory aligned to NVIDIA&#39;s AI infrastructure roadmap.The agreement supports supply for advanced memory, addressing the

NVIDIA and SK hynix Announce Multiyear Technology Partnership to Advance Memory for AI Factories

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

NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand

SK Hynix on Monday ​announced a multi-year ‌technology partnership with Nvidia , saying the ​deal wo...

SK Hynix announces multi-year tech deal with Nvidia for AI factories

Nvidia said ​on Monday that ‌South Korean internet conglomerate ​Naver would ​use its technology ⁠to...

South Korea's Naver to build gigawatt-scale AI factories using Nvidia technology

AI infrastructure is expanding faster than chip supply; Nvidia is partnering with South Korean firms...

NVIDIA teams with SK Hynix, SK Telecom and Naver on multiyear AI-factories pact as Huang warns memory shortage may last years

<section class="insight" data-version="1">
 <section data-block="information">
 <h3>Information</h3>
 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
 </section>

 <section data-block="ai-summary-paragraph">
 <h3>AI Summary</h3>
 SK Telecom will deploy a gigawatt-scale AI Cloud in Korea using NVIDIA DSX, with the first AI factory online in 2027. The platform is designed to minimize token costs and maximize energy efficiency across AI training, inference, and agentic workloads. The collaboration with SK Group will also pursue joint research on next-gen AI factory architectures, broadening NVDA&#039;s DSX ecosystem in Asia.
 </section>

 <section data-block="ai-summary-bullets">
 <h3>Key Points</h3>
 <ul><li>SK Telecom to build gigawatt-scale AI Cloud in Korea with DSX; first factory 2027.</li><li>AI Cloud will support sovereign, physical, and agentic AI for Korean enterprises.</li><li>NVIDIA DSX serves as AI factory blueprint to reduce token costs.</li><li>NVDA and SK Group to pursue joint research on next-gen AI factory architectures.</li><li>SKT to become NVIDIA Cloud Partner, expanding DSX ecosystem.</li></ul>
 </section>

 <section data-block="companies-mentioned">
 <h3>Companies Mentioned</h3>
 <ul><li>NVIDIA Corporation (NVDA): DSX platform underpins Korea AI Cloud; potential incremental revenue from DSX deployments.</li><li>SK Telecom Co., Ltd. (SKM): Plans to build Korea AI Cloud; to become an NVIDIA Cloud Partner.</li><li>SK Group (Private): Plans joint research to shape Asia&#039;s AI ecosystem; potential downstream opportunities.</li></ul>
 </section>

 <section data-block="category">
 <h3>Industry News</h3>
 Industry News: Signifies a strategic, cross-border AI infra collaboration that expands NVDA&#039;s DSX deployment footprint in Asia and strengthens its telecom-to-AI infrastructure narrative.
 </section>

 <section data-block="market-moving">
 <h3>Market-Moving</h3>
 <ul><li>DSX ecosystem expansion with SK Telecom could expand NVDA&#039;s AI infra revenue.</li><li>First AI factory online in 2027 implies potential DSX backlog and capex demand.</li><li>Korea&#039;s pro-AI push supports Asia DSX adoption, potentially lifting NVDA&#039;s regional growth.</li><li>NVIDIA and SK Group joint research may unlock future large-scale infra opportunities.</li></ul>
 </section>

 <section data-block="key-facts">
 <h3>Key Facts</h3>
 <ul><li>SK Telecom plans gigawatt-scale AI Cloud in Korea using NVIDIA DSX platform.</li><li>First AI factory online in 2027.</li><li>NVIDIA DSX platform aims to minimize token cost and maximize tokens per megawatt.</li><li>NVIDIA and SK Group will pursue joint research on next-gen AI infrastructure.</li></ul>
 </section>

 <section data-block="trading-thesis">
 <h3>Trading Thesis</h3>
 Positive near-term for NVDA from DSX adoption by a marquee Asian telco; revenue visibility by 2027.
 </section>
</section>


<link type="text/css" rel="stylesheet" href="https://www.globenewswire.com/styles/gnw_nitf.css"></link>News Summary: <ul type="disc"><li>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.</li><li>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.</li><li>NVIDIA DSX will serve as the AI factory architecture blueprint, combining NVIDIA accelerated computing, systems, software and partner technologies to improve time to production and token performance per megawatt.</li><li>NVIDIA and SK Group are planning to expand their collaboration from AI infrastructure deployments to joint research on next-generation AI factory architectures. </li></ul> SEOUL, South Korea, June 07, 2026 (GLOBE NEWSWIRE) -- NVIDIA and SK Telecom today announced that SK Telecom plans to build a gigawatt-scale AI Cloud in Korea using the <a href="https://www.nvidia.com/en-us/data-center/products/dsx/" rel="nofollow" target="_blank">NVIDIA DSX&#x2122; platform</a>, with the first AI factory coming online in 2027. An AI Cloud is large-scale AI infrastructure comprised of AI factories that manufacture tokens, building blocks of intelligence, from data. Unlike conventional large-scale providers offering general-purpose cloud services, AI Clouds specialize in GPU-based cloud computing tailored specifically for AI workloads across training, inference and agentic AI. SK Telecom's AI Cloud will be built on the NVIDIA DSX full-stack reference architecture of software, hardware and operations producing the lowest-cost tokens at maximum energy efficiency. SK Telecom's AI Cloud will power training, inference and agentic workloads including sovereign, physical and enterprise AI services for companies and industries across Korea, with the vision to expand to greater Asia regions. The initiative reflects Korea's role as one of the world's most advanced pro-AI industrial economies. Korean companies lead in telecommunications, memory, semiconductors, manufacturing, robotics, mobility and consumer technology — industries where AI is moving from research labs and chatbots into secure, production-grade deployments. "Telecom networks are becoming national AI infrastructure," said Jensen Huang, founder and CEO of NVIDIA. "They connect people, companies, devices and machines — and now they can become the backbone of new AI clouds. With NVIDIA DSX, SK Telecom can build Korea's AI cloud at scale and bring agents, enterprise and physical AI to the companies and industries that power Korea and the world." &#34;Through our close partnership with NVIDIA, we have now secured full-stack AI infrastructure capabilities, from chips to data center operations,&#34; said Chey Tae-won, Chairman of SK Group. "We will work with NVIDIA to tackle GPU, memory and energy challenges and become a leading AI factory player shaping Asia's AI ecosystem." SK Telecom AI Cloud to Scale Agentic and Physical AI for Industries and Enterprises The new SK Telecom AI Cloud is designed to serve rising demand for AI infrastructure, as accelerated AI computing growth continues to increase. The new infrastructure builds on SK Telecom's leadership in physical AI and agentic AI development. At GTC Taipei last week, SK Telecom announced its latest work in <a href="https://news.sktelecom.com/en/3077" rel="nofollow" target="_blank">applying digital twins to SK hynix semiconductor fabs</a> using <a href="https://www.nvidia.com/en-us/omniverse/" rel="nofollow" target="_blank">NVIDIA Omniverse</a>&#x2122; libraries, optimizing the technology for complex, large-scale manufacturing environments. In April, SK Telecom revealed that it has adopted open source <a href="https://developer.nvidia.com/topics/ai/nemotron" rel="nofollow" target="_blank">NVIDIA Nemotron</a>&#x2122; datasets to train the A.X K1 model as part of the Korea government's Sovereign AI Foundation Model Project. Moreover, as part of this collaboration, SKT will become an NVIDIA Cloud Partner, joining a global program through which participants use NVIDIA's latest AI infrastructure, software and developer ecosystem to deliver excellent AI performance and economics through AI cloud services. NVIDIA DSX Platform Delivers Rapid Design, Ultraefficient Operations The NVIDIA DSX platform is engineered from the ground up with extreme codesign for AI factories, built and operated to drive lowest token cost and accelerate time to first production across NVIDIA chips, systems, software, facilities and partner technologies. NVIDIA DSX MaxLPS&#x2122; software delivers the lowest token cost by maximizing token performance per megawatt. NVIDIA DSX OS&#x2122; is the operating layer that helps providers increase revenue and improve margins with open source, modular software for lifecycle management, runtime consistency, health automation, resiliency and multi-tenant AI factory operations. NVIDIA and SK Group to Pursue Joint Research for Next-Gen AI Infrastructure NVIDIA and SK Group today announced plans to pursue joint research to codevelop next-generation AI factory architecture, extending their collaboration beyond infrastructure deployment. The companies will focus on silicon-to-grid innovation across accelerated computing, memory technologies and data center operations. NVIDIA and SK Group companies including SKT will also explore projects for full-stack AI factory optimization to drive more efficient, scalable and resilient AI services. About NVIDIA <a href="https://www.nvidia.com/" rel="nofollow" target="_blank">NVIDIA</a> (NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/NVDA">NVDA</a>) is the world leader in AI and accelerated computing. For further information, contact: Corporate Communications NVIDIA Corporation <a href="mailto:press@nvidia.com" rel="nofollow" target="_blank">press@nvidia.com</a>   Certain statements in this press release including, but not limited to, statements as to: telecom networks becoming the backbone of AI clouds; with NVIDIA DSX, SK Telecom being able to build Korea's sovereign AI cloud at scale and bring agents, AI factories and physical AI to the enterprises and industries that power Korea and the world; expectations with respect to growth, performance, availability, and benefits of NVIDIA's products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA's third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" created by those sections based on management's beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA's reliance on third parties to manufacture, assemble, package and test NVIDIA's products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA's existing products and technologies; market acceptance of NVIDIA's products or NVIDIA's partners' products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA's products or technologies when integrated into systems; NVIDIA's ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company's website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances. &#xA9; 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DSX OS, DSX MaxLPS, NVIDIA DSX, NVIDIA Nemotron and NVIDIA Omniverse are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated. A photo accompanying this announcement is available at <a href="https://www.globenewswire.com/NewsRoom/AttachmentNg/7211c46b-c2a3-4d5d-b4d8-488f24a081ae" rel="nofollow" target="_blank">https://www.globenewswire.com/NewsRoom/AttachmentNg/7211c46b-c2a3-4d5d-b4d8-488f24a081ae</a> <img alt="" class="__GNW8366DE3E__IMG" src="https://www.globenewswire.com/newsroom/ti?nf=OTczMzA1MSM3NjUwMDczIzIwMDY5MTI="></img> <img alt="" src="https://ml.globenewswire.com/media/MWU3ZTQ1ZGYtMzBhYi00NzgyLWIyZDAtOTlhNzQzYTBiNTk5LTEwMTg0ODUtMjAyNi0wNi0wNy1lbg==/tiny/NVIDIA-CORPORATION.png" referrerpolicy="no-referrer-when-downgrade"></img><a href="https://www.globenewswire.com/NewsRoom/AttachmentNg/ad3b9553-6933-40b1-adfd-2ed199cd141c"><img src="https://ml.globenewswire.com/media/ad3b9553-6933-40b1-adfd-2ed199cd141c/small/nvidia-logo-jpg.jpg" border="0" width="150" height="111" alt="Primary Logo"></img></a>

SK Telecom will deploy a gigawatt-scale AI Cloud in Korea using NVIDIA DSX, with the first AI factory online in 2027. The platform is designed to minimize token costs and maximize energy efficiency across AI training, inference, and agentic workloads. The collaboration with SK Group will also pursue joint research on next-gen AI factory architectures, broadening NVDA's DSX ecosystem in Asia.

SK Telecom and NVIDIA Build AI Infrastructure to Power Korea's AI Innovation

AI Summary

Sentiment Rationale

Trading Thesis

Market-Moving

Key Facts

Companies Mentioned

Industry News

Related News