The AI hardware race just hit another gear.
NVIDIA and SK Group signed a $500 billion strategic partnership this week.
Multi-year HBM4 memory supply agreement, 2-gigawatt AI data center in South Korea, Vera Rubin racks with thousands of GPUs.
First facility online in 2027.
When two of the biggest players in AI hardware commit half a trillion dollars, it tells you one thing: GPU supply is going to get tighter, not looser.
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Originally posted on reddit