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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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NVIDIA South Korea AI Factories Highlight Growth Ambition And Valuation Tension
Simply Wall St.106d agoneutral
NVIDIA South Korea AI Factories Highlight Growth Ambition And Valuation Tension

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,...

SKM
NVIDIA Korea Deals Tie AI Factories Memory Supply To Growth Story
Simply Wall St.107d agoneutral
NVIDIA Korea Deals Tie AI Factories Memory Supply To Growth Story

NVIDIA (NasdaqGS:NVDA) has entered multi-year agreements with SK hynix to secure next generation AI memory supply. The company is partnering with SK Telecom and NAVER to build gigawatt scale AI "factories" and sovereign AI infrastructure in Korea. These partnerships expand NVIDIA's role in Korea across memory, data centers, and AI infrastructure design. NVIDIA, known for its AI accelerators and data center platforms, is deepening its presence in Korea at a time when demand for high...

SKM
Nvidia deepens South Korea ties through new AI partnerships (NVDA)
InvestorsHub108d agobullish
Nvidia deepens South Korea ties through new AI partnerships (NVDA)

Nvidia (NASDAQ:NVDA) unveiled a series of strategic agreements with some of South Korea’s largest technology groups on Monday, strengthening its position in the artificial intelligence ecosystem while securing key relationships across memory chips, cloud infrastructure and robotics. The partnerships were announced during a visit to South Korea by Chief Executive Jensen Huang, who arrived in the country on Friday.

SKM
Nvidia clinches deals with South Korean giants to advance AI boom
Reuters Videos108d agoneutralVIDEO
Nvidia clinches deals with South Korean giants to advance AI boom

<body><p>STORY: Jensen Huang's visit to South Korea paid off with a series of deals announced on Monday.</p><p>The Nvidia CEO said agreements were reached with South Korean giants like SK Hynix and Naver.</p><p>“We're seeing great demand. The business is booming around the world for more AI factories. And so that's the reason why we're entering this partnership.:"</p><p>Huang's high-profile trip to the country began on Friday.</p><p>It's seen him throw a baseball pitch, dine with top corporate leaders and meet a well-known gamer.</p><p>It comes with the U.S. firm aiming to secure crucial memory chips to power its AI ambitions and draw new customers.</p><p>SK Group said its SK Hynix and SK Telecom arms had agreed deals with Nvidia.</p><p>Memory chip maker SK Hynix signed a multi-year technology partnership.</p><p>It said this commits it to developing advanced types of memory for global AI data centres.</p><p>SK Hynix and Nvidia said the deal would help supply keep pace with Nvidia's plans - which now include robotics, personal computers and AI supercomputers.</p><p>“SK Hynix will continue to be Nvidia's largest memory partner. And this is a partnership and a friendship that has gone back a long time. I'm very proud of the contribution Nvidia has made to SK Hynix.&nbsp;</p><p>Huang said the agreement was for more than two years with the option to keep extending.</p><p>Nvidia said internet giant Naver and Doosan would also use its tech to help build AI data centres.</p><p>Huang also said Nvidia is partnering with LG Group on electronics, mechanical systems and AI for humanoid robots.</p><p>And he revealed Nvidia would deepen its partnership with Hyundai motor group across a range of AI initiatives.</p><p>Huang also planned to meet Samsung's semiconductor business head later on Monday.</p><p>Nvidia and its partners, including SK Telecom and Doosan Group, didn't reveal the value of the deals.</p></body>

NVDASKM
Nvidia unveils AI infrastructure deals in South Korea
AFP108d agoneutral
Nvidia unveils AI infrastructure deals in South Korea

US chip titan Nvidia on Monday announced a large-scale data centre construction project in South Korea with SK Telecom, among a raft of other business deals in the country.SK Telecom operates under the same parent company -- SK Group -- as SK hynix, which on Monday announced a "multi-year technology partnership" for memory chips with Nvidia.

NVDASKM
Can Jensen’s SK Hijinx Save Seoul’s Crashing Stock Market?
24/7 Wall St.109d agobearish
Can Jensen’s SK Hijinx Save Seoul’s Crashing Stock Market?

Jensen Huang turned a weekend in Seoul into a sovereign AI roadshow, and the headline act dropped Sunday night: NVIDIA (NASDAQ:NVDA) and SK hynix unveiled a multiyear technology partnership to advance next-generation memory for the global AI factory buildout. Korean equities have been wobbling under a global chip selloff, and Jensen just handed Seoul a ... Can Jensen’s SK Hijinx Save Seoul’s Crashing Stock Market?

NVDASKM
Nvidia announces deals with South Korea's SK Hynix, Naver and Doosan for AI data centres
Reuters109d agoneutral
Nvidia announces deals with South Korea's SK Hynix, Naver and Doosan for AI data centres

Nvidia on Monday announced deals with South Korea's SK Hynix, Naver and Doosan Group to build ‌AI data centres and use the U.S. chip firm's technology, as it ‌looks to continue driving the AI boom. The agreements come during a high-profile trip by Nvidia CEO ​Jensen Huang to South Korea that began on Friday and has seen him have fried chicken with the country's top corporate bosses, throw a baseball pitch and meet with a well-known gamer so far. Nvidia and its partners did not disclose ‌the value of the deals.

NVDASKM
SK Telecom (SKM) Hits 4-Year High — Nvidia May Hold the Answer
Insider Monkey114d agoneutral
SK Telecom (SKM) Hits 4-Year High — Nvidia May Hold the Answer

SK Telecom Ltd. (NYSE:SKM) is one of the 10 Stocks Entering June on Fire. SK Telecom soared to a new four-year high on Monday, after being named as a key partner of Nvidia Corp. in the development of a semiconductor company’s digital twin using its 3D virtual design platform. In intra-day trading, the stock surged […]

NVDASKM
Why Arm Holdings (ARM) Is Up 5.8% After New Telco-Focused AI Server Collaboration Announcement
Simply Wall St.157d agoneutral
Why Arm Holdings (ARM) Is Up 5.8% After New Telco-Focused AI Server Collaboration Announcement

In April 2026, Rebellions announced a collaboration with SK Telecom and Arm to build AI inference infrastructure that combines Arm’s first Arm-designed data center CPU, based on Neoverse CSS V3, with Rebellions’ RebelCard accelerators for sovereign AI and telecom-focused data centers. A key differentiator is the plan to co-develop both hardware and the full software stack, validating these Arm–Rebellions servers in SK Telecom’s live environments for telco-specific AI workloads and sovereign...

SKM
Arm Alliances With SK Telecom And IBM Put AI Valuation In Focus
Simply Wall St.162d agoneutral
Arm Alliances With SK Telecom And IBM Put AI Valuation In Focus

Arm Holdings (NasdaqGS:ARM) has agreed to work with SK Telecom and Rebellions on AI inference infrastructure built around Arm's new AGI CPU. The company has also entered into a partnership with IBM to co develop dual architecture hardware focused on enterprise AI and data intensive workloads. These alliances expand Arm's reach into sovereign AI data centers and enterprise AI infrastructure across telecom and global markets. For investors watching NasdaqGS:ARM, these moves come as the stock...

SKM
As Anthropic Revenues Soar, Which Stocks Benefit?
Zacks170d agobullish
As Anthropic Revenues Soar, Which Stocks Benefit?

By pivoting away from the volatile consumer market and anchoring its growth in high-value enterprise contracts, Anthropic has positioned itself as the premier challenger to OpenAI's dominance.

SKM
Penguin Solutions Q2 Earnings Call Highlights
MarketBeat176d agoneutral
Penguin Solutions Q2 Earnings Call Highlights

Penguin Solutions (NASDAQ:PENG) used its fiscal second-quarter earnings call to outline what CEO Kash Shaikh described as a market shift in artificial intelligence from model training toward production deployments increasingly focused on real-time inference. Shaikh, who led his first earnings call a

SKM