NVIDIA and SK Hynix Plan a $500B AI Initiative Anchored by a 2-Gigawatt Data Center

The partnership pairs NVIDIA's Vera Rubin chips with SK Hynix HBM4 memory in a data center whose power draw rivals a large city — a signal of where the compute arms race is headed.

NVIDIA and SK Hynix are reportedly working together on a $500 billion AI initiative, with the centerpiece a 2-gigawatt data center powered by NVIDIA's Vera Rubin chips and SK Hynix HBM4 memory, according to @StockSavvyShay. We normally skip infrastructure and funding announcements, but the physical numbers here are the story, and they reframe several other items in this week's research.

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