According to Nvidia CEO Jensen Huang in a recent Bloomberg Podcast interview, Nvidia and SK Group have agreed on strategic partnerships with an estimated collaboration scale of $500 billion. The cooperation will span memory chip procurement, AI supercomputers, and data center construction.
Huang predicts that as AI agents and robots scale up computational workloads, global semiconductor industry demand will expand tenfold over the next decade. However, he cautioned that expansion faces practical constraints, citing shortages in high-bandwidth memory (HBM), land, electricity, and data center resources.