NVIDIA CEO Jensen Huang met with SK Group Chairman Chey Tae-won to secure HBM4 supply for the upcoming 'Vera Rubin' AI accelerator. Following the news, the stock rose 2.50% to close at $190.04.
- SK Hynix aims to maintain its 70% market share as competition with Samsung intensifies over next-generation hardware.
- Investor sentiment remains bolstered by Huang’s defense of aggressive AI infrastructure spending and the expansion of key industrial partnerships.