SK Group Seeks AI Infrastructure And Memory Talks With Tesla, SpaceX And xAI

The report is relevant because SK Group includes one of the world's most important memory suppliers, and the potential counterparties operate large AI, vehicle, and data-center workloads. The planned discussions reportedly include Tesla, SpaceX, and xAI, with memory supply named as one of the cooperation areas. The market impact is still preliminary. The source describes planned meetings and possible collaboration, not signed supply volumes or product allocations. If the talks turn into firm agreements, they could add another long-horizon demand channel for high-performance memory used in AI infrastructure.