SK Group and NVIDIA Collaborate on AI Factory and Advanced Memory Solutions to Propel Semiconductor Innovation

SK Group and NVIDIA deepen collaboration to enhance AI factories, semiconductor technology, and cloud infrastructure in South Korea.

Quiver AI Summary

SK Group and NVIDIA are expanding their partnership to enhance semiconductor research, development, and production, particularly focusing on high-bandwidth memory solutions and advanced AI infrastructure. SK Group is constructing a massive AI factory in Korea that will utilize over 50,000 NVIDIA GPUs, aimed to be one of the country's largest upon completion by late 2027. This facility will support SK subsidiaries like SK hynix and SK Telecom, as well as other organizations, driving industrial innovation and digital transformation in various sectors. Key initiatives include using NVIDIA technologies to improve chip design, automate production processes with digital twins, and boost employee productivity through AI-powered tools. Additionally, SK Telecom plans to build an industrial cloud in Asia to foster advancements in robotics and AI development.

Potential Positives

SK Group's partnership with NVIDIA to build a large AI factory with over 50,000 GPUs positions the company as a leader in AI-driven semiconductor research and production in Korea.
The collaboration aims to advance high-bandwidth memory (HBM) and next-generation memory solutions, enhancing SK hynix's competitive edge in chip manufacturing and telecommunications.
Implementing AI technologies and digital twins in its manufacturing processes will significantly boost SK hynix's productivity, operational efficiency, and speed of product development.
The AI factory infrastructure is expected to be a key resource for external organizations and startups, driving broader digital transformation and innovation in various industries across Korea.

Potential Negatives

The press release emphasizes the long timeline for the AI factory's completion, with the first phase not expected until late 2027, which may create concerns about the urgency and competitiveness of SK Group in the fast-evolving AI industry.
There is a significant reliance on NVIDIA's technologies and products, which could expose SK Group to potential risks related to supply chain disruptions, technological defects, or shifts in NVIDIA's market position.
The forward-looking statements included make it clear that there are uncertainties and risks involved in the partnership, potentially leaving stakeholders concerned about the company's ability to meet its ambitious goals.

FAQ

What is the focus of the partnership between SK Group and NVIDIA?

The partnership aims to advance semiconductor research, development, and production through AI technologies.

How many NVIDIA GPUs will the SK Group AI factory feature?

The SK Group AI factory will feature more than 50,000 NVIDIA GPUs.

When is the completion date for the AI factory's first phase?

The first phase of the AI factory is planned for completion by late 2027.

What technology is SK hynix using to enhance chip design?

SK hynix is leveraging NVIDIA CUDA-X technologies and the NVIDIA PhysicsNeMo framework to enhance chip design.

How will the AI factory benefit external organizations?

The AI factory will offer GPU-as-a-service, benefiting external organizations by accelerating their digital transformations.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 63 times in the past 6 months. Of those trades, 58 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE VAL T. HOYLE has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 1 sale worth up to $100,000 on 09/23.
SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 09/04, 07/07.
REPRESENTATIVE CLEO FIELDS has traded it 41 times. They made 41 purchases worth up to $12,015,000 on 09/03, 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 and 0 sales.
SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/24.
REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 5 times. They made 5 purchases worth up to $75,000 on 05/29, 05/23, 05/16, 05/13, 05/09 and 0 sales.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/14, 05/05 and 0 sales.
REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $250,000 on 05/08 and 1 sale worth up to $1,000,000 on 05/12.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 504 times in the past 6 months. Of those trades, 0 have been purchases and 504 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

JEN HSUN HUANG (President and CEO) has made 0 purchases and 370 sales selling 5,975,000 shares for an estimated $1,043,388,374.
MARK A STEVENS has made 0 purchases and 8 sales selling 2,875,730 shares for an estimated $438,775,005.
TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
HARVEY C JONES sold 250,000 shares for an estimated $44,053,700
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 57 sales selling 243,930 shares for an estimated $41,458,508.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
PERSIS DRELL sold 40,000 shares for an estimated $7,106,120
ROBERT K BURGESS sold 50,000 shares for an estimated $6,740,819
STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 8,000 shares for an estimated $1,263,767.
JOHN DABIRI sold 660 shares for an estimated $91,608

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$NVDA Hedge Fund Activity

We have seen 2,837 institutional investors add shares of $NVDA stock to their portfolio, and 2,144 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 382,240,291 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $71,318,393,494
CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606
CLEAR STREET LLC added 28,275,055 shares (+470.5%) to their portfolio in Q2 2025, for an estimated $4,467,175,939

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 27 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 10/29/2025
DA Davidson issued a "Buy" rating on 10/29/2025
Cantor Fitzgerald issued a "Overweight" rating on 10/29/2025
Citigroup issued a "Buy" rating on 09/30/2025
Keybanc issued a "Overweight" rating on 09/30/2025
Jefferies issued a "Buy" rating on 09/29/2025
Barclays issued a "Overweight" rating on 09/25/2025

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 30 analysts offer price targets for $NVDA in the last 6 months, with a median target of $225.0.

Here are some recent targets:

Timothy Arcuri from UBS set a target price of $235.0 on 10/29/2025
C.J. Muse from Cantor Fitzgerald set a target price of $300.0 on 10/29/2025
Vivek Arya from B of A Securities set a target price of $275.0 on 10/29/2025
Gil Luria from DA Davidson set a target price of $250.0 on 10/29/2025
Frank Lee from HSBC set a target price of $320.0 on 10/15/2025
Vijay Rakesh from Mizuho set a target price of $225.0 on 10/13/2025
Atif Malik from Citigroup set a target price of $210.0 on 09/30/2025

Full Release

News Summary:

SK Group and NVIDIA are deepening their partnership to advance SK hynix HBM and future memory solutions for NVIDIA GPUs, chip manufacturing and telecommunications.
SK Group is building an NVIDIA AI factory featuring more than 50,000 NVIDIA GPUs.
SK hynix is advancing chip manufacturing with NVIDIA CUDA-X technologies, including through the NVIDIA PhysicsNeMo framework, tapping AI physics to significantly accelerate technology computer-aided design simulation.
SK hynix is developing semiconductor fab digital twins using NVIDIA Omniverse libraries and NVIDIA RTX PRO Servers to achieve faster production ramp-up, higher efficiency and progress toward robotic self-optimizing fabs.
SK hynix is deploying AI-powered agents with NVIDIA NIM microservices and NVIDIA AI Enterprise software to boost productivity for over 40,000 employees.
SK Telecom is launching an industrial cloud built on NVIDIA RTX PRO 6000 Blackwell GPUs in Asia, enabling startups, enterprises and government agencies to accelerate digital twin and robotics innovation.

GYEONGJU, South Korea, Oct. 31, 2025 (GLOBE NEWSWIRE) -- APEC Summit— NVIDIA today announced that it is working with SK Group to build an AI factory to advance semiconductor research, development and production, as well as cloud infrastructure to support digital twin and AI agent development.

SK Group is building an AI factory featuring more than 50,000 NVIDIA GPUs, with the first phase planned for completion by late 2027. Once complete, the system is expected to be one of Korea’s largest AI factories.

The new factory will serve SK subsidiaries — including SK hynix and SK Telecom (SKT) — as well as external organizations through a GPU-as-a-service model, accelerating digital transformation and industrial innovation for Korea’s industries.

Further expanding the NVIDIA and SK Group partnership, the companies are collaborating on the development of SK hynix high-bandwidth memory (HBM) and next-generation advanced memory solutions for NVIDIA GPUs, semiconductor manufacturing and telecommunications infrastructure.

“In the era of AI, a new kind of manufacturing plant has emerged: the AI factory,” said Jensen Huang, founder and CEO of NVIDIA. “SK Group is a vital memory technology partner, helping NVIDIA create the world’s most advanced GPU computing platforms that power global AI progress. We are delighted to partner with SK to build its AI foundation on NVIDIA accelerated computing and software, creating AI factories that will transform SK and energize Korea’s AI ecosystem.”

“SK Group is working with NVIDIA to make AI the engine of a profound transformation that will enable industries across Korea to transcend traditional limits of scale, speed and precision,” said Chey Tae-Won, chairman of SK Group. “With the NVIDIA AI factory as our foundation, SK Group will forge the infrastructure that powers the next generation of memory, robotics, digital twins and intelligent AI agents.”

The SK Group AI factory infrastructure will be available to sovereign model developers participating in the Korea government’s Sovereign AI Foundation Models project. SKT is also taking part in the program as a model developer to provide foundation models for enterprises, industries and researchers working on AI agent and application development.

SK Telecom Advances Physical AI and Robotics With NVIDIA Omniverse
NVIDIA Cloud Provider SKT plans to build an industrial AI cloud with NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs in Asia, empowering the nation’s manufacturing leaders to advance physical AI and robotics development.

The initial deployment will include over 2,000 NVIDIA RTX PRO 6000 Blackwell GPUs, and will run NVIDIA Omniverse ™ workloads to support SK hynix’s semiconductor manufacturing, fab digital twins and internal AI agents.

SK Hynix Boosts Productivity Through AI Physics, Digital Twins, Robotics and AI Agents
SK hynix is using the accelerated cloud infrastructure from SKT to scale its operations.

SK hynix is tapping NVIDIA CUDA-X ™ technologies, including through the NVIDIA PhysicsNeMo ™ framework, to accelerate chip design with AI physics. This accelerates technology computer-aided design simulations, enabling SK hynix to deliver next-generation semiconductor products faster and with greater precision. SK hynix is also testing opportunities to accelerate its current use of Synopsys software with NVIDIA Blackwell GPUs for technology computer-aided design and circuit simulation.

To boost efficiency, SK hynix is building autonomous fab digital twins using NVIDIA Omniverse libraries and NVIDIA RTX PRO Servers with NVIDIA RTX PRO 6000 Blackwell GPUs. These digital twins enable real-time simulation, monitoring and optimization of fab operations, resulting in faster production ramp-up, improved operational agility and progress toward fully self-optimizing manufacturing facilities.

SKT is developing a foundation model called A.X. that will power SK hynix’s AI agents, built with NVIDIA NIM ™ microservices and the NVIDIA AI Enterprise software platform. These agents will help more than 40,000 employees, production staff and office workers collaborate and solve problems faster, accelerating productivity across chip development and fabrication.

Learn more about these collaborations by joining the NVIDIA keynote and sessions at the SK AI Summit, running Nov. 3-4.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Allie Courtney
NVIDIA Corporation
+1-408-706-8995
[email protected]

Certain statements in this press release including, but not limited to, statements as to: SK Group helping NVIDIA create the world’s most advanced GPU computing platforms that power global AI progress; NVIDIA partnering with SK to build its AI foundation on NVIDIA accelerated computing and software, creating AI factories that will transform SK and energize Korea’s AI ecosystem; SK Group’s business plan and expectations with respect to its AI factory; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; 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 product 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; 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.

Many of the products and features described herein remain in various stages and will be offered on a when-and-if-available basis. The statements above are not intended to be, and should not be interpreted as a commitment, promise, or legal obligation, and the development, release, and timing of any features or functionalities described for our products is subject to change and remains at the sole discretion of NVIDIA. NVIDIA will have no liability for failure to deliver or delay in the delivery of any of the products, features or functions set forth herein.

© 2025 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, CUDA-X, NVIDIA NIM, NVIDIA Omniverse, NVIDIA PhysicsNeMo and NVIDIA RTX PRO are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and other countries. Other company and product names may be trademarks of the respective companies with which they are associated. Features, pricing, availability and specifications are subject to change without notice.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/e2d487d8-c540-43d5-8a18-5db1e49f15ad