Nvidia Secures Long-Term Memory Supply From SK Hynix in $500 Billion Deal

Nvidia has locked in a major supply agreement with SK Hynix for high-bandwidth memory (HBM), a critical component for its GPUs and AI systems. The deal, valued at $500 billion, ensures stable access to memory chips as Nvidia faces intense competition in the booming AI hardware market.

Why it matters: Supply chain control of specialized chips like HBM is a key competitive advantage in the AI GPU race, and this deal signals Nvidia's strategy to maintain dominance by securing exclusive access to critical components.