Nvidia taps Naver for gigawatt-scale AI cloud push in Korea - The Korea Herald

NVIDIA and Naver have deepened their collaboration in artificial intelligence infrastructure, aiming to scale AI cloud capacity toward gigawatt-level AI factories using Naver's existing data center in... Read original →

NVIDIA’s gigawatt-scale AI factory pact with Naver isn’t just about cloud capacity—it’s a strategic insertion of South Korea into the global AI infrastructure backbone. Technically, this accelerates demand for 3nm/EUV adoption and forces local data centers to overhaul power and cooling for DSX-grade density. Regulatory risk looms large: without swift grid upgrades or renewable energy mandates from Seoul, energy constraints could inflate costs and delay deployment. Competitively, it undercuts AWS and Microsoft’s Korean AI cloud ambitions, especially as Naver leverages the Nemotron Coalition to lock in sovereign AI contracts that foreign providers can’t easily replicate. Over the next 18 months, expect a surge in Korean AI chip design startups and serious feasibility studies by TSMC (Taiwan, China) on establishing advanced packaging facilities near this high-power compute cluster.