NVIDIA $NVDA AND SK HYNIX JUST ANNOUNCED A MULTIYEAR TECHNOLOGY PARTNERSHIP
SK Hynix will codevelop memory for four specific NVIDIA platforms: Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs, and Jetson Thor robotic computing platforms.
SK Hynix will apply AI to semiconductor chip design and manufacturing itself, using NVIDIA's CUDA-X libraries and PhysicsNeMo framework to accelerate chip simulations and engineering workflows.
SK Hynix will build factory digital twins using NVIDIA Omniverse, targeting fully autonomous fab operations.
"AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance." - Jensen Huang
UAE leaving OPEC is a very big deal.
OPEC produces 40% of the oil supply in the world. As a cartel, they dictate production. Meaning, oil prices.
UAE is #3 largest in OPEC. And they have Fujairah pipeline which totally bypasses Hormuz.
By exiting OPEC, the UAE breaks the cartel that is keeping oil prices high, unlocking 1 million extra barrels per day.