Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips

Nvidia and SK Hynix seal multi-year HBM4 AI memory deal

Nvidia and SK Hynix secure multi-year HBM4 deal for Vera Rubin; SK Hynix retains 60-70% supply share. Memory is now AI infra's primary constraint, not GPUs. The pact locks supply through the HBM supercycle forecast to 2028.