Naver Builds Gigawatt-Scale AI Factories With NVIDIA

NVIDIA announced on June 7 that South Korea's Naver will deploy NVIDIA technology to build AI factories at gigawatt scale, starting with an expansion of Naver's GAK Sejong data center (NVIDIA; Reuters). NVIDIA's press release and KoreaHerald state the initial expansion target is 55 megawatts, with plans to move toward gigawatt-scale capacity depending on power availability and procurement (NVIDIA; KoreaHerald). The announcement links the deployment to NVIDIA's DSX AI factory platform and the vendor's full-stack AI software and models (NVIDIA).

Per NVIDIA's announcement, the project will use the DSX integrated platform to deliver an end-to-end AI factory blueprint for high-density, NVIDIA-accelerated computing optimized for training, post-training and inference (NVIDIA). NVIDIA's release includes direct quotes from Jensen Huang and Naver chairman Haejin Lee describing the effort as enabling customers to move "from AI experimentation to production-scale AI factories" and to support "models, agents and real-world services" (NVIDIA).

Editorial analysis: Companies building infrastructure at this scale are aiming to reduce token production costs, increase throughput for large-model training, and support latency- and compute-intensive physical-AI workloads such as robotics and agents. Observers frequently describe vendor-provided blueprints like DSX as a way to standardize deployment patterns and accelerate cloud-provider and enterprise rollouts.

Coverage in KoreaHerald and Chosun reports that the collaboration will span infrastructure, models and physical-AI tooling and cites Naver joining or collaborating on model initiatives reported as Nemotron and regional model work such as HyperCLOVA X and a "Seoul World Model" initiative (KoreaHerald; Chosun). NVIDIA and Naver framed this as a sovereign-AI and ecosystem play to serve Korean industries and global AI cloud customers (NVIDIA; KoreaHerald).

Editorial analysis: Gigawatt-scale language for AI factories denotes a materially different class of infrastructure than traditional hyperscale data centers because it explicitly targets extreme power density, sustained GPU throughput, and co-design of software and hardware. For the regional market, announcements that tie a major GPU vendor's stack to a local cloud provider matter for latency, regulatory sovereignty, and local model optimization. Industry reporting notes power availability as a recurring constraint for such expansions; NVIDIA's regional executives also flagged power as a limiting factor in public comments (KoreaHerald).

Editorial analysis: Observers should track three measurable indicators: announced power procurement or utility agreements tied to GAK Sejong and any overseas expansions, published timelines or phased capacity rollouts (for example, the press coverage that references 55 megawatts in initial stages and reported plans for 200 megawatts by 2028 in some local reporting), and public technical disclosures about node counts, GPU families used, and integration of Nemotron or other model stacks. Reporting so far does not disclose specific GPU counts, investment size, or firm timeline beyond initial capacity targets (KoreaHerald; Reuters; NVIDIA).