StockWatch
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Semiconductors
PartnershipJun 7, 2026, 07:01 PM

NVIDIA & NAVER Partner to Build Gigawatt-Scale AI Factories

AI Summary

NVIDIA and NAVER announced a partnership for NAVER to expand its sovereign AI infrastructure using the NVIDIA DSX platform. The expansion will begin at 55 megawatts at NAVER's GAK Sejong data center, with plans to scale to gigawatt capacity. This collaboration aims to provide trusted, high-performance AI to Korea's industries and global customers, leveraging NVIDIA's full-stack AI platforms for advanced AI model development and agentic AI services.

Key Highlights

  • NAVER to build AI factories on NVIDIA DSX platform, starting at 55 megawatts.
  • Plans to expand AI infrastructure to gigawatt scale at GAK Sejong data center.
  • NVIDIA DSX provides a proven AI factory blueprint for lowest token cost.
  • NAVER will use NVIDIA full-stack AI platforms for HyperCLOVA X models and agentic AI services.
  • NAVER is the first Korean company to join the NVIDIA Nemotron Coalition.
  • NAVER plans to launch an AI Agent Platform in H2 2026, powered by NVIDIA NemoClaw blueprints.
  • NAVER is developing a Seoul World Model using NVIDIA Cosmos world foundation models.