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- Jul 25, 2026Jul 25, 2026Nvidia, SK Group Unveil $500B+ Korea AI Buildout Pulse story
Latest Pulse
- Aug 13, 2026SK Hynix Bets $720B on the World's Largest Memory BuildoutSK Hynix is spending roughly $720 billion to triple its memory-chip capacity by 2034 via a new Yongin Cluster campus, betting the current AI memory shortage outlasts the industry's boom-and-bust cycle.→
- Aug 10, 2026Nvidia and SK Hynix Expand Their $500B AI Memory BetNvidia and SK Group expanded a partnership both companies describe as worth more than $500 billion across AI factories and next-generation memory, centered on a long-term deal to co-develop HBM.→
- Jul 27, 2026Nvidia, OpenAI Weigh $250B Ohio Data Center BackstopNvidia is reportedly negotiating a roughly $250 billion backstop for OpenAI's 10-gigawatt Ohio data center lease, plus a separate $350 billion chip-financing discussion, deepening its financial entanglement with its largest customer.→
- Jul 27, 2026Big Tech's $725B AI Bet Faces Earnings ReckoningMeta, Microsoft, Amazon and Apple report earnings this week carrying a combined $725 billion 2026 AI capital-spending plan into a market that has grown newly skeptical of unlimited AI infrastructure spending.→
- Jul 27, 2026Nvidia's $750B AI Deal Spree Revives Circular-Financing FearsNvidia is reportedly assembling more than $750 billion in combined AI infrastructure financing deals, triggering the largest single-day jump on record in the cost of insuring its own debt against default.→
- Jul 25, 2026Nvidia, SK Group Unveil $500B+ Korea AI BuildoutNvidia and South Korea's SK Group unveiled a more than $500 billion AI infrastructure initiative spanning a 2-gigawatt SK Telecom data center, a new SK Hynix memory partnership, and a $1 billion Nvidia investment in Naver.→
- Jul 24, 2026Samsung, SK Hynix Ink Megadeals for AI Memory ChipsSamsung and SK Hynix are signing large, undisclosed long-term supply and investment agreements with U.S. tech firms for high-bandwidth memory chips, timed to a Silicon Valley AI summit.→
- Jun 29, 2026South Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'Samsung, SK Hynix and other South Korean firms committed well over $550 billion toward new memory fabs, HBM packaging and AI data centers to relieve the global memory shortage the industry has dubbed 'RAMageddon.' The plan includes roughly $518 billion for four new memory fabs in the country's southwest and $52 billion for an HBM packaging hub, a national-scale answer to AI's voracious appetite for DRAM.→
