Naver Stock Is Surging — Nvidia Just Picked It as South Korea’s AI Partner

TLDR

• Naver surged nearly 14% to 290,500 won after announcing an AI infrastructure partnership with Nvidia
• The two companies will build “AI factories” — data centers and infrastructure — across South Korea
• The project starts at 55 megawatts and aims to scale to gigawatt levels using Nvidia’s DSX platform
• The deal kicks off at Naver’s Gak Sejong data center in the city of Sejong
• Nvidia CEO Jensen Huang was visiting South Korea and also announced separate deals with SK Hynix and Doosan

Naver jumped nearly 14% on Monday to 290,500 won, outperforming the broader KOSPI index which slid close to 9%.

NAVER Corporation, NHNCF

The move came after Naver and Nvidia announced a partnership to develop sovereign AI infrastructure in South Korea.

The companies plan to build what they’re calling “AI factories” — full-stack data centers and infrastructure designed for the agentic AI era.

The first project targets 55 megawatts of capacity, with ambitions to eventually scale to gigawatt levels.

That scale-up will be powered by Nvidia’s DSX platform, which is designed to build end-to-end AI systems.

The partnership will kick off at Naver’s Gak Sejong data center, located in the South Korean city of Sejong.

AI Scope Extends Beyond Data Centers

The deal doesn’t stop at computing infrastructure. The two companies also plan to collaborate on physical AI, covering enterprise and surveillance applications.

Naver has been building out its AI capabilities for years, including its in-house large language model HyperCLOVA X.

This partnership gives that effort a significant hardware and infrastructure partner in Nvidia.

Part of a Wider South Korea Push

The Naver deal was one of several announced during Huang’s visit to South Korea.

Nvidia also confirmed separate partnerships with chip memory maker SK Hynix and industrial conglomerate Doosan during the same trip.

The visits signal Nvidia’s push to deepen its presence in the South Korean technology sector.

Naver, which also co-owns the LINE messaging platform, is South Korea’s largest internet search company.

The 55-megawatt project at Gak Sejong is set to be the starting point for what both companies describe as a longer-term infrastructure buildout.

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