NVIDIA and SK hynix just locked in a multiyear partnership to co-develop next-gen memory across Vera Rubin supercomputers, Vera CPUs, RTX Spark PCs, and Jetson Thor robotics. SK hynix is also using NVIDIA Omniverse to build autonomous fabs. The AI buildout isn't slowing down. It's getting deeper.
Bears think the chip trade is cracking. Tech giants are still writing checks.