Naver to Build Gigawatt AI Factories with Nvidia DSX
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- Naver will deploy Nvidia's DSX technology to build AI factories at "gigawatt scale," with Nvidia announcing the partnership on Monday to serve global demand for AI and physical AI services.
- The Seoul Economic Daily frames the arrangement as Naver building an "Asian CoreWeave," signaling ambitions beyond a domestic Korean cloud footprint, while Blockonomi notes the deal is one of four major AI partnerships Nvidia secured during its Seoul visit.
Why it matters: By stamping Naver with its DSX reference architecture at gigawatt scale, Nvidia is elevating a Korean internet incumbent into its global AI factory roster — a designation typically reserved for specialized AI cloud builders. The partnership lands the same week as Nvidia's separate multi-year memory pact with SK Hynix, making South Korea a concentrated node in Nvidia's AI infrastructure buildout.