ChipsJun 7, 2026
NVIDIA and SK hynix sign a multiyear pact for next-gen AI memory
NVIDIA and SK hynix announced a multiyear technology partnership to co-develop the memory behind the AI buildout, targeting HBM4 for NVIDIA’s Vera Rubin platform with initial deliveries planned for Q3 2026. SK hynix will also build memory for Vera CPUs, RTX Spark PCs, and Jetson Thor robotics computers, extending a co-engineering relationship that already powers NVIDIA’s top AI systems.
Why it matters: Memory bandwidth, not raw compute, is increasingly the bottleneck for AI. Locking in SK hynix for HBM4 is NVIDIA securing the scarcest ingredient of its next chip generation.