
Source: Fortune
Summary
Nvidia CEO Jensen Huang announced that the company’s new Vera central processing units will use SK Hynix’s memory chips. Huang met with SK Group Chairman Chey Tae-won and other executives to discuss their partnership. Nvidia’s Vera CPU is a standalone data center microprocessor that competes with Intel’s Xeon line and AMD’s Epyc chips. Huang is also meeting with other business leaders in South Korea, including Samsung Electronics and Hyundai Motor Group. He mentioned that telco networks will be used for AI in the future.
Our Reading
The numbers tell one story.
Nvidia is expanding its partnership with SK Hynix, a key supplier of memory chips. The company’s new Vera CPU uses SK Hynix’s DRAM. Huang’s meetings with South Korean business leaders signal a deeper collaboration. The Vera CPU is a major competitor in the data center microprocessor market. Nvidia is also exploring the use of telco networks for AI applications.
Nvidia is hedging its bets in the AI chip market.
Author: Evan Null









