NAVER Partners with Nvidia to Expand AI Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 53 minutes ago
0mins
Source: seekingalpha
- AI Infrastructure Expansion: NAVER plans to deploy a 55-megawatt Nvidia DSX platform at GAK Sejong, aiming to rapidly design, build, and scale full-stack AI platforms to meet enterprise and government needs, thereby enhancing its market competitiveness in the AI sector.
- Future Expansion Plans: The project not only starts with a 55-megawatt infrastructure but also plans to scale up to gigawatt capacity, demonstrating NAVER's proactive approach to future AI market demands, which is expected to significantly enhance its service capabilities and market share.
- Industry Impact: Jensen Huang, founder and CEO of Nvidia, stated that NAVER's AI factory infrastructure will support companies, developers, and various industries, marking a significant advancement in South Korea's sovereign intelligence infrastructure and potentially leading industry transformation.
- Strategic Partnership Significance: By collaborating with Nvidia, NAVER can accelerate the application of AI technologies and secure a competitive edge in the global AI landscape, thereby boosting South Korea's influence in the global tech arena.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 218.660
Low
200.00
Averages
264.97
High
352.00
Current: 218.660
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Future Expansion Plans: The project not only starts with a 55-megawatt infrastructure but also plans to scale up to gigawatt capacity, demonstrating NAVER's proactive approach to future AI market demands, which is expected to significantly enhance its service capabilities and market share.
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- Future Expansion Plans: The project not only starts with a 55-megawatt infrastructure but also plans to scale up to gigawatt capacity, demonstrating NAVER's proactive approach to future AI market demands, which is expected to significantly enhance its service capabilities and market share.
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- Strategic Partnership Significance: By collaborating with Nvidia, NAVER can accelerate the application of AI technologies and secure a competitive edge in the global AI landscape, thereby boosting South Korea's influence in the global tech arena.
See More
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- Technological Integration Advantage: CEO Jensen Huang stated that the collaboration in motor technology and mechanical systems will advance humanoid robotics, enhancing Nvidia's competitiveness in the robotics sector and potentially opening new business opportunities.
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- Strong Historical Performance: Since its inception in 2010, the Vanguard ETF has delivered an annualized return of approximately 15.2%, with a 79.17% increase in share price over the past five years, indicating its ability to maintain stable growth amid market fluctuations, attracting more investors.
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