Naver Adopts NVIDIA Technology to Build GW-Scale AI Factory
Alina Collins
South Korean internet giant Naver will build a gigawatt-scale AI data center on Nvidia's DSX platform, targeting AI agents and robotics. The deal positions Naver as the core infrastructure provider for Korea's sovereign-AI ecosystem — and gives Nvidia another foothold in East Asia.
What exactly is being built?
Naver will use Nvidia's DSX platform — a data-center architecture designed for hyperscale AI training — to build a gigawatt-class AI factory.
Gigawatt-scale measures power draw. This means → the facility's compute capacity enters hyperscale territory, on par with the world's largest cloud operators.
The factory targets two use cases: AI agents (software that executes tasks autonomously) and physical AI (AI systems that drive robots and other hardware).
Why is Naver locking in with Nvidia?
Naver is Korea's largest internet and cloud provider, but it lacked a deep tie-in with a top-tier global chip platform on the infrastructure layer.
This deal spans platform + model: hardware runs on Nvidia DSX; the model layer brings in Nemotron 3 Ultra alongside Naver's own HyperClova X.
In plain terms = Naver gets "the blueprint for the building" and "the brain living inside it" in a single deal — a dual advantage in domestic AI competition.
What does "sovereign AI" mean, and why does Korea want it?
Sovereign AI means a country runs AI services on domestic infrastructure and domestic models, reducing dependence on foreign technology.
Korea has been pushing this agenda for years. This reflects rising government alarm worldwide over the risk of being choked on AI compute supply.
Under this deal, Naver is positioned as the core infrastructure provider of Korea's sovereign-AI ecosystem — upgraded from internet company to national-level AI foundation.
Where is the real proof point?
A gigawatt-scale AI factory must clear construction timelines, power supply, and chip delivery before it runs — a bottleneck at any stage delays the whole project.
This means → the real test is not the technology choice but whether commercial deployment can keep pace with Korea's sovereign-AI policy timeline.
For markets: Naver has locked in Nvidia's latest platform, so the near-term signal is clear. Long-term value depends on how fast this factory starts running — and earning revenue.
Content is for reference only, not financial advice.