NVDA SKHY Nvidia and South Korean tech conglomerate Sk Group inked a $500B partnership to build AI infrastructure. Sk Telecom plans to build

NVDA SKHY Nvidia and South Korean tech conglomerate Sk Group inked a $500B partnership to build AI infrastructure. Sk Telecom plans to build a 2-gigawatt data center using Nvidia's Vera Rubin chips. Also, Nvidia and Sk Hynix agreed to a long-term memory supply deal. Securing enough memory is a big bottleneck right now. Supply is tight and adding production capacity takes time. - per Cramer Investing Club Newsletter