The Half-Trillion Handshake
Nvidia and South Korea's SK Group unveiled a partnership they value at more than 500 billion dollars, anchored by a two-gigawatt data centre due in 2027. The headline number bundles years of activity into one round figure, but the strategy underneath is plain: bolt multi-gigawatt compute onto the world's memory heartland and build a national AI stack. The catch is how sovereign that stack can be when its core is still designed in Santa Clara.
Read full story →The Memory Wall
When Nvidia sealed its Korean megadeal, the first thing it locked down was not chips but memory. The scarcest ingredient in AI has quietly become the high-bandwidth memory bonded to every top GPU, and it is reshaping who matters: SK Hynix, Micron, Samsung and a 200 billion dollar Samsung-Broadcom pact struck the same week. The processor still reigns, but the constraint has moved to what feeds it.
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