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NVIDIA (NasdaqGS:NVDA) has agreed new partnerships in South Korea with SK hynix, SK Telecom, and NAVER to build gigawatt-scale AI factories and support sovereign and physical AI projects.
The collaboration includes co-developing next generation memory for AI infrastructure and combining GPUs, CPUs, and memory with full-stack software to deliver end-to-end AI factory blueprints.
The multi-year SK hynix agreement focuses on securing advanced memory supply for future AI computing platforms, while SK Telecom and NAVER plan to deploy large, locally controlled AI capacity.
NVIDIA enters these South Korean partnerships as a company already closely watched by investors, with the stock at $208.19 and very large 5 year gains of more than 10x. The shares are up 10.2% year to date and 44.8% over the past 12 months, even after a recent period where the stock fell 6.6% over the past week and 3.3% over the past month.
For investors, these agreements highlight NVIDIA’s push into full AI infrastructure, not just chips, across hardware, software, and locally controlled AI capacity. The focus on multi year memory supply and sovereign AI could influence how AI capacity is built and controlled in major regions, which may affect competitive positioning and supply chain dependencies over time.
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NasdaqGS:NVDA Earnings & Revenue Growth as at Jun 2026
We’ve flagged 2 risks for NVIDIA. See which could impact your investment.
Investor Checklist Quick Assessment
✅ Price vs Analyst Target: At US$208.19, the stock sits about 30% below the US$298.42 analyst consensus target.
❌ Simply Wall St Valuation: Shares are trading 10.2% above the platform’s estimated fair value, so not flagged as a discount.
❌ Recent Momentum: The stock has slipped 3.3% over the last 30 days, even as these South Korean AI partnerships are announced.
There’s only one way to know the right time to buy, sell or hold NVIDIA. Head to Simply Wall St’s company report for the latest analysis of NVIDIA’s Fair Value.
Key Considerations
📊 The South Korean AI factories and sovereign AI focus deepen NVIDIA’s role across the full AI stack, from GPUs to software and local capacity.
📊 Watch how AI data center revenue, memory supply arrangements with SK hynix, and capital commitments from partners show up in future results and guidance.
⚠️ The stock is currently priced 10.2% above one fair value estimate, and insider selling has been flagged as a potential risk. As a result, position sizing and valuation discipline may be important considerations.