Nvidia: Locks SK Hynix Memory in $500B AI Deal
Nvidia secures SK Hynix memory supply under $500 billion AI deal, tightening control over high-bandwidth memory for next-gen chips.
SourceAnalysis
Nvidia has locked down memory supply from SK Hynix as part of a $500 billion AI deal that reshapes the AI chip supply chain. The agreement gives Nvidia priority access to advanced HBM stacks amid surging demand for its Blackwell and Rubin platforms. Over the past year, memory constraints have repeatedly delayed AI accelerator shipments, making this exclusive sourcing move a direct response to capacity bottlenecks.
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