TL;DRNvidia and SK Hynix signed a multi-year co-development deal for next-generation AI memory, covering HBM4 and Vera Rubin. SK Hynix holds an estimated 60-70% of HBM4 volume for Vera Rubin, cementing its lead over Samsung and Micron.
Nvidia and SK Hynix have signed a multi-year agreement covering both the design and manufacture of next-generation memory chips for AI. The deal, announced on Sunday during Nvidia CEO Jensen Huang’s tour of South Korea, gives SK Hynix a formal co-development role in the high-bandwidth memory that will power Nvidia’s most advanced accelerators, starting with the Vera Rubin platform now entering full production.
The agreement arrives at a moment when memory, not GPUs, has become the binding constraint on AI infrastructure expansion. Arm CEO Rene Haas said last week that memory is “probably the toughest” bottleneck the industry has to resolve. Nvidia is trying to fix that by locking in its supply chain years in advance.
What the deal covers
The partnership extends beyond a standard supply agreement. Nvidia and SK Hynix will co-develop next-generation memory for what Nvidia calls “AI factories,” the large-scale data centre clusters used for training and inference. The scope covers infrastructure, physical AI, and memory specifically designed for Vera Rubin, Nvidia’s most powerful accelerator platform.
