Nvidia Locks $500B Memory Deal With SK Hynix

Nvidia is investing $1 billion in South Korean internet company Naver to expand the country's AI data center infrastructure. The investment will finance Naver's plans to increase its AI data center capacity from 55 megawatts to 200 megawatts. The deal reflects Nvidia's strategy to build AI compute capacity outside the United States and positions South Korea as a regional hub for AI infrastructure.

Frontier physical AI models are moving beyond video training data to incorporate multiple camera angles, dense annotation, and brain wave readings as training inputs. The shift reflects growing recognition that traditional video datasets alone are insufficient for training AI systems that interact with the physical world. Brain wave data represents an emerging frontier in multimodal training approaches for robotics and embodied AI.

NVIDIA is deploying its Vera CPU across electronic design automation workflows to accelerate the development of next-generation processors. In collaboration with Cadence and Synopsys, early testing shows up to 1.5x performance improvements on formal verification and functional simulation workloads. The move addresses a bottleneck in chip design where CPU performance remains critical despite GPU and AI acceleration in other areas.

AMD announced a new Helios rack-scale AI system designed to compete with Nvidia's offerings in the data center market. The system will begin shipping to customers later in 2026. This move represents AMD's effort to capture share in the high-demand AI infrastructure segment where Nvidia currently dominates.