Jensen Huang NVIDIA AI Infrastructure Investment and SK Hynix Partnership
The statement of Jensen Huang declaring an AI bubble exists which he rejected. According to NVIDIA CEO Jensen Huang the current time marks the beginning of the largest infrastructure project in history. Huang announced during his informal meeting with engineers in California that the world will invest trillions of dollars into emerging technologies.
Huang's statements demonstrate how NVIDIA and SK Hynix have developed stronger ties according to his main findings from his recent speech. Huang described the two companies as "one huge team" with a shared destiny. SK Hynix's 6th generation High Bandwidth Memory (HBM4) will provide essential support to the upcoming Vera Rubin AI chip.
The implementation of HBM4 will enable NVIDIA to resolve its data bottleneck which will lead to performance improvements that the market has yet to experience. Huang praised the "great competition" that Samsung Electronics brings to the market because SK Hynix serves as the primary partner for the current business model which needs competitive market forces to function.
NVIDIA has transformed into a company that develops artificial intelligence products beyond its original chip business model. The company will allocate funding to develop every component of the "AI Stack" which consists of
- Energy & Fusion The company invested $860 million into the nuclear fusion startup Commonwealth Fusion Systems.
- Inference Technology A massive $20 billion acquisition of Grok to secure talent in language processing units (LPUs).
- Data Centers AI organizations develop their own physical infrastructure systems for energy and AI requirements beyond software model development.
Huang claims that the current generation of chips will seem less impressive than upcoming technologies which will surpass them. The GTC 2026 event will feature new chip announcements which Huang considers to be world shocking surprises according to his March announcement.
Jensen Huang considers artificial intelligence to be an industrial transformation which will last multiple decades and impact the energy and semiconductor and cloud computing sectors. He is not concerned about specific software models such as OpenAI because he is creating the fundamental system that drives the entire ecosystem. The "Rubin" era will begin in H2 2025 when SK Hynix provides memory and NVIDIA manages logic functions.
