Trade Whisperer(@TradexWhisperer):Holy Shit $NVDA and $SKHY Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centers and next-generation memory “SK Telecom plans to build a 2-gigawatt AI data center powered by Nvidia's Vera Rubin chips and SK Hynix's HBM4 high-bandwidth memory, with the first facility due to come online in 2027, Nvidia added.” SK Group is the large South Korean conglomerate (chaebol) that owns both companies. SK Hynix is its semiconductor subsidiary focused on memory chips (especially high-bandwidth memory like HBM), while SK Telecom is its telecommunications arm that builds and operates infrastructure such as the planned AI data centers. AI is NOT cyclical

2026.07.25 01:24

Holy Shit $NVDA and $SKHY Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centers and next-generation memory “SK Telecom plans to build a 2-gigawatt AI data center powered by Nvidia's Vera Rubin chips and SK Hynix's HBM4 high-bandwidth memory, with the first facility due to come online in 2027, Nvidia added.” SK Group is the large South Korean conglomerate (chaebol) that owns both companies. SK Hynix is its semiconductor subsidiary focused on memory chips (especially high-bandwidth memory like HBM), while SK Telecom is its telecommunications arm that builds and operates infrastructure such as the planned AI data centers. AI is NOT cyclical

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