Jensen Huang, CEO of NVIDIA, has generated significant interest by unveiling an image detailing the collaboration structure with NAVER Cloud.
On June 1, Huang mentioned NAVER during the opening of NVIDIA's annual technology showcase, GTC Taipei 2026, held at the Taipei Music Center in Taiwan.
Huang displayed the NVIDIA and NAVER Cloud logos side by side, featuring a heart emoji in the center, which caught the audience's attention. Below, he highlighted connections with various entities, including the Bank of Korea, the Ministry of Science and ICT, Korea Hydro & Nuclear Power, Hyundai Motor Group, HD Hyundai, and Hanwha Aerospace.
Notably, NAVER's technological assets include HyperCLOVA X, NAVER World Model, NAVER Cloud Platform, AI Factory, and Data Center GAK. The image also listed NVIDIA's AI platform and core AI infrastructure technologies such as Hopper, Blackwell, NeMo, Omniverse, and Cosmos, suggesting a joint effort to build an AI ecosystem.
Market analysts interpret this as a signal that NAVER is evolving from a simple GPU supplier to a key partner in NVIDIA's global AI infrastructure strategy. Reports indicate that NAVER is exploring ways to expand its collaboration with NVIDIA into cloud, sovereign AI, and defense AI sectors.
NVIDIA is actively working on large-scale AI infrastructure projects with the South Korean government and major companies. Recently, NAVER Cloud announced plans to expand its AI infrastructure based on over 60,000 GPUs.
This optimism was reflected in the stock market, as NAVER's shares surged following Huang's mention of the company. Analysts suggest that NAVER is being reevaluated as a leading AI platform provider in South Korea.
The image presented not only highlights service companies but also encapsulates national-level AI infrastructure, data centers, manufacturing AI, defense AI, and cloud ecosystems, leading investors to speculate that NAVER may be at the center of a South Korean AI national project.
However, the actual scale of the business and specific revenue structures have not been disclosed, and the current market reaction appears to reflect significant expectations for future collaboration.
Netizens expressed their thoughts, saying, "Is the leading AI company in Korea about to change?", "There’s a renewed interest in HyperCLOVA", "Expectations are high for the biggest beneficiaries in the AI era", and "It looks like NVIDIA is directly supporting them."
* This article has been translated by AI.
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