Nvidia and SK Hynix just shattered records with the largest memory deal ever, securing HBM supply and co-developing next-gen AI memory — while SK Hynix’s subsidiary builds a massive AI data center in Korea using Nvidia’s tech. With HBM as the critical bottleneck in AI growth, this partnership gives Nvidia a major edge in both training and inference markets, while SK Hynix locks in high-margin revenue and solidifies its role as a top-tier supplier — a win for both stocks and the future of AI infrastructure.
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