WS #12692
Nvidia and SK Group announced a $500B+ partnership for AI factories and HBM4 memory, with SK Telecom building a 2GW AI facility, a major positive for NVDA and memory stocks. Apple is lobbying the White House to use Chinese memory chips to lower costs, but Micron is opposing the move, creating uncertainty for AAPL's supply chain and MU's market position.
Nvidia-SK Group $500B AI Infrastructure Deal
Nvidia and SK Group announced a $500B+ partnership for AI factories and HBM4 memory, with SK Telecom building a 2GW AI facility, a major positive for NVDA and memory stocks.
Apple is lobbying the White House to use Chinese memory chips to lower costs, but Micron is opposing the move, creating uncertainty for AAPL's supply chain and MU's market position.