Who has promised money to whom in AI

SK hynix

SK hynix has been promised money by 1 company, and it has promised money to 4 companies.

FT's total of money promised by SK hynix is $7.97bn. The amounts promised to SK hynix have not been disclosed.

Open the interactive page for SK hynix Show SK hynix in the chart of all companies

Companies that have promised money to SK hynix

CompanyAmount of the deals between the two
NVIDIAnot published

Companies that SK hynix has promised money to

CompanyAmount of the deals between the two
OpenAInot published
NVIDIA-SK AI factory and memory ecosystemnot published
ASMLnot published
SK Group / SK Telecom / SK hynix / NVIDIAnot published

Loops

SK hynix is one of the 11 companies in the data that are part of a loop. A loop is a route along the links that returns to the company where it started.

Deals that FT lists for SK hynix

FT published the amount and the date of each deal only for OpenAI and Anthropic. The list holds the deals of those two companies that name SK hynix.

  • SK hynix → OpenAI / Stargate amount not disclosed

    1 October 2025. Future supply agreement / LOI.

    SK hynix signed an LOI with OpenAI to supply HBM for Stargate and said it would establish capacity to meet OpenAI demand.

    Note in FT's data: No binding value, price, term or exact HBM volumes disclosed.

    Note from the site: FT's deal list says "OpenAI / Stargate", and FT's list of links records the same deal under "OpenAI".

Shares of revenue

Sona estimates how much of a supplier's revenue comes from each of its customers, and FT published the estimates for five suppliers. The numbers are shares of revenue, and they are not amounts of promised money.

Share of SK hynix's revenue that comes from each customer
NVIDIA27%
Microsoft9%
Apple8%
Google7%
Amazon7%