Rohan Paul@rohanpaul_ai · XSK海力士与英伟达达成多年内存合作，将为英伟达下一代AI超级计算机Vera Rubin、Vera CPU、RTX Spark PC及Jetson Thor平台联合开发内存。合作强调内存设计需提前数年与GPU协同设计、制造规划及资本投入，不能再于GPU完成后才设计。双方还将把AI引入芯片制造，利用NVIDIA CUDA-X、PhysicsNeMo、Omniverse、OpenUSD、cuOpt加速芯片设计和半导体仿真，并计划建立工厂数字孪生，在软件中模拟机器人、晶圆和物流后再投入产线。该合作进一步巩固了SK海力士在AI硬件供应链中的关键地位。
SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories.
So SK hynix is being pulled deeper into AI servers， personal AI， and physical AI.
SK hynix will codevelop memory for NVIDIA Vera Rubin AI supercomputers， Vera CPUs， RTX Spark-powered PCs and Jetson Thor platforms， and will use NVIDIA CUDA-X， PhysicsNeMo， Omniverse， OpenUSD and cuOpt to accelerate chip design， semiconductor simulations and autonomous fab digital twins.
Memory can no longer be designed after the GPU is finished， because advanced DRAM and high-bandwidth memory need years of co-design， fabrication planning， and capital spending.
The partnership also moves AI into chipmaking itself， using CUDA-X， PhysicsNeMo， and simulation tools to speed semiconductor physics， lithography， and internal engineering code.
SK hynix also plans fab digital twins， which are software copies of factories where robots， tools， wafers， and logistics can be tested before changes hit the real production line.
It reinforces SK Hynix's position as a key supplier in the AI hardware supply chai