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US chip titan Nvidia on Monday announced a large-scale data centre construction project in South Korea with SK Telecom, among a raft of other business deals in the country.SK Telecom operates under the same parent company -- SK Group -- as SK hynix, which on Monday announced a "multi-year technology partnership" for memory chips with Nvidia.

Nvidia and SK Hynix announced a new partnership for components for Nvidia’s Vera Rubin accelerators.

Jensen Huang turned a weekend in Seoul into a sovereign AI roadshow, and the headline act dropped Sunday night: NVIDIA (NASDAQ:NVDA) and SK hynix unveiled a multiyear technology partnership to advance next-generation memory for the global AI factory buildout. Korean equities have been wobbling under a global chip selloff, and Jensen just handed Seoul a ... Can Jensen’s SK Hijinx Save Seoul’s Crashing Stock Market?

Nvidia on Monday announced deals with South Korea's SK Hynix, Naver and Doosan Group to build ‌AI data centres and use the U.S. chip firm's technology, as it ‌looks to continue driving the AI boom. The agreements come during a high-profile trip by Nvidia CEO ​Jensen Huang to South Korea that began on Friday and has seen him have fried chicken with the country's top corporate bosses, throw a baseball pitch and meet with a well-known gamer so far. Nvidia and its partners did not disclose ‌the value of the deals.

SK Telecom Ltd. (NYSE:SKM) is one of the 10 Stocks Entering June on Fire. SK Telecom soared to a new four-year high on Monday, after being named as a key partner of Nvidia Corp. in the development of a semiconductor company’s digital twin using its 3D virtual design platform. In intra-day trading, the stock surged […]

In April 2026, Rebellions announced a collaboration with SK Telecom and Arm to build AI inference infrastructure that combines Arm’s first Arm-designed data center CPU, based on Neoverse CSS V3, with Rebellions’ RebelCard accelerators for sovereign AI and telecom-focused data centers. A key differentiator is the plan to co-develop both hardware and the full software stack, validating these Arm–Rebellions servers in SK Telecom’s live environments for telco-specific AI workloads and sovereign...

What happens when the "worst-case scenario" doesn't happen? Wall Street just delivered a $7 trillion answer.

Arm Holdings (NasdaqGS:ARM) has agreed to work with SK Telecom and Rebellions on AI inference infrastructure built around Arm's new AGI CPU. The company has also entered into a partnership with IBM to co develop dual architecture hardware focused on enterprise AI and data intensive workloads. These alliances expand Arm's reach into sovereign AI data centers and enterprise AI infrastructure across telecom and global markets. For investors watching NasdaqGS:ARM, these moves come as the stock...

Alphabet (GOOGL) and peers gain spotlight as Anthropic's revenue surges to $30B, driven by booming enterprise AI demand and major backing from tech giants.

By pivoting away from the volatile consumer market and anchoring its growth in high-value enterprise contracts, Anthropic has positioned itself as the premier challenger to OpenAI's dominance.

Moby summary of Penguin Solutions, Inc.'s Q2 2026 earnings call

Ark Invest's, SK Telecom, NVIDIA, Nebius and Sandisk have been highlighted in this Investment Ideas article.

Penguin Solutions (NASDAQ:PENG) used its fiscal second-quarter earnings call to outline what CEO Kash Shaikh described as a market shift in artificial intelligence from model training toward production deployments increasingly focused on real-time inference. Shaikh, who led his first earnings call a

While geopolitical tensions provide a constant drumbeat of anxiety for the average investor, the underlying fundamentals of the AI sector tell a much different story.

SK Telecom and DraftKings have been highlighted as Zacks Bull and Bear of the Day