Nvidia (NVDA) announced separate collaborations with SK Group, Samsung Electronics (OTCPK:SSNLF), and Hyundai Motor Group to help develop AI factories.
Samsung
Nvidia announced plans with Samsung to build a new AI factory, representing a new era where intelligent computing and chip manufacturing converge.
Samsung’s semiconductor AI factory will be powered by more than 50,000 Nvidia graphics processing units, or GPUs.
Samsung said it is in “close discussion” to supply its next-generation high-bandwidth memory, or HBM, chips — HBM4 — to Nvidia (NVDA), Reuters reported. Samsung, which plans to market the new chip next year, did not disclose when it plans to ship the HBM4 chips.
Nvidia and Samsung did not immediately respond to a request for comment from Seeking Alpha.
South Korean company Samsung’s HBM chips are in competition with products of compatriot SK hynix (OTCPK:HXSCF), which is a major supplier of these chips to Nvidia (NVDA). American company Micron Technology (MU) is also a rival to the two companies in the HBM market.
SK hynix intends to begin shipping its latest HBM4 chips in the fourth quarter and expand sales next year.
In the announcement related to the AI factory with Samsung, Nvidia said that “from their first collaboration on NVIDIA’s first graphics card NV1 with Samsung’s DRAM to introducing the industry’s first commercial HBM, and a key supply collaboration for HBM3E and HBM4 today, the companies celebrate a strong alliance spanning more than 25 years that has helped create the foundation for today’s AI transformation.
In addition, Samsung said that it is accelerating its chipmaking OPC lithography platform with Nvidia CUDA GPU-accelerated infrastructure for chip manufacturing, achieving 20 times performance gains in computational lithography and technology computer-aided design simulations.
Samsung is also building digital twins with Nvidia Omniverse for global fabs to shorten time from design to operations and enable AI-driven predictive maintenance, operational optimization and real-time decision-making.
Digital twin is a virtual representation of a physical object, process or system which uses real-time data from sensors to simulate and monitor its performance.
Samsung noted that it is using Nvidia GPUs, Nvidia CUDA-X libraries and solutions from Synopsys (SNPS) , Cadence (CDNS) and Siemens (OTCPK:SIEGY) (OTCPK:SMAWF) to achieve massive speedups in simulation, verification, and manufacturing analysis.
SK Group
Nvidia said it is working with SK Group to build an AI factory to advance semiconductor research, development and production, and cloud infrastructure to support digital twin and AI agent development.
SK Group is building an AI factory featuring over 50,000 Nvidia GPUs, with the first phase planned for completion by late 2027.
The new factory will serve SK units — including SK hynix and SK Telecom — and external organizations through a GPU-as-a-service model.
The companies are also collaborating to develop SK hynix HBM and next-generation advanced memory solutions for Nvidia GPUs, semiconductor manufacturing, and telecommunications infrastructure.
In addition, Nvidia Cloud Provider SK Telecom plans to build an industrial AI cloud with Nvidia RTX PRO 6000 Blackwell Server Edition GPUs in Asia. This will help startups, enterprises, and government agencies to accelerate digital twin and robotics innovation, according to the companies.
The initial deployment will include over 2,000 Nvidia RTX PRO 6000 Blackwell GPUs, and will run Nvidia Omniverse workloads to support SK hynix’s semiconductor manufacturing, fab digital twins and internal AI agents.
SK Telecom is developing a foundation model called A.X. that will power SK hynix’s AI agents, built with Nvidia NIM microservices and the Nvidia AI Enterprise software platform. These agents will help over 40,000 employees, production staff and office workers collaborate and solve problems faster, accelerating productivity in chip development and fabrication.
Hyundai Motor Group
Nvidia is collaborating with Hyundai Motor Group to boost innovation in autonomous vehicles, or AVs, smart factories and robotics with a new Nvidia Blackwell-powered AI factory.
The companies will deploy 50,000 Nvidia Blackwell GPUs. They plan to co-develop AI capabilities for mobility solutions, a next-generation smart factory and on-device semiconductor advancements. The companies aim to enable integrated AI model training, validation and deployment using the GPUs.
In addition, supporting the Korean government’s initiative to build a national physical AI cluster, Hyundai and Nvidia will work with government stakeholders to accelerate ecosystem development. This will result in an investment of about $3B to advance the physical AI landscape in Korea.
South Korea’s government has announced a wide-ranging collaboration with Nvidia to acquire over 260,000 of its most advanced AI GPUs, marking deployment in the public and private sector. These include the partnerships with Samsung, SK Group and Hyundai.
Nvidia and Hyundai will establish an Nvidia AI Technology Center, Hyundai Motor Group’s Physical AI Application Center and regional data centers.
As part of the collaboration, unveiled earlier this year, Hyundai will use the Nvidia Omniverse Enterprise platform to create factory digital twins.
Hyundai is exploring using the Nvidia Omniverse and Cosmos platforms on Nvidia RTX PRO Servers with Nvidia RTX PRO 6000 Blackwell Server Edition GPUs to develop car factory digital twins and robots.
Hyundai is also developing its advanced AI models which are built with the Nvidia Nemotron open AI reasoning models and Nvidia NeMo software to enable over‑the‑air updates of capabilities and features across vehicles.