NVIDIA Expands Partnership with NAVER for AI Infrastructure
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: NASDAQ.COM
- Partnership Expansion: NVIDIA's collaboration with NAVER will scale from an initial 55 megawatts to gigawatt capacity, leveraging NVIDIA's DSX platform to build sovereign AI infrastructure, marking a significant deepening of their partnership in the South Korean AI market.
- Infrastructure Deployment: The new infrastructure will commence at NAVER's GAK Sejong data center, aimed at supporting enterprises, government organizations, and AI cloud customers, thereby accelerating the growth of NAVER's AI data center business.
- Model Development Plans: NAVER intends to fine-tune NVIDIA's Nemotron 3 Ultra open model using its proprietary data and training expertise to enhance HyperCLOVA X models, catering to the needs of Korean and global enterprise customers.
- Future Product Launch: NAVER plans to launch an AI Agent Platform in the second half of 2026, powered by NVIDIA NeMo-based blueprints, while also developing a Seoul World Model using urban street-view data, further advancing the application and development of AI technologies.
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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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