NVIDIA and SK hynix Seal a Multi-Year Partnership on AI Memory

Nvidia and SK Hynix announced on Sunday a multi-year technological partnership aimed at developing memory solutions for artificial intelligence facilities.

Published on Jun 08, 2026 at 08:46

NVIDIA and SK hynix Seal a Multi-Year Partnership on AI Memory

A Strategic Partnership in AI Memory

Nvidia and SK Hynix have established a multi-year agreement to advance memory technologies dedicated to AI facilities. This joint commitment is a continuation of the relationship between the two semiconductor players.

Free · Every morning

Technical market signals, before the opening bell.

Bullish and bearish momentum, analyst changes, stocks to watch — automatically computed from Euronext data.

✓ Before 9 AM every morning ✓ Euronext data ✓ AI-powered analysis

Indicative data. No investment advice. Unsubscribe at any time.

Context

Period

Period: 3T 2026

Guidance from the release

Blackwell sales are off the charts, and cloud GPUs are sold out.
Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.

Risks mentioned

Reliance on third parties for manufacturing, assembly, packaging and testing
Competition and technological development risks
Market acceptance and integration risks for products and partners
Regulatory and geopolitical risks

Opportunities identified

Accelerating compute demand across training and inference driven by AI
Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
Geographic expansion investments (UK, Germany, South Korea, US manufacturing)

A Strategic Partnership in AI Memory

Context

Also read