The dual announcements made Monday, timed to CEO Jensen Huang's visit to Seoul, underscore how the chip giant is weaving itself into the country's two pillars of the AI economy: hyperscale infrastructure and the high-bandwidth memory that powers it.
Under the Naver agreement, the two companies will build a gigawatt-scale global AI factory spanning Asia, the Middle East and Europe, with Naver serving as a core partner that shares both the risks and rewards.
Construction begins in 2027 with a 55-megawatt phase, scaling to 200 MW by 2028.
A single gigawatt is about four times the maximum capacity of "Gak Sejong," Naver's largest domestic data center, and could house hundreds of thousands of Nvidia's latest GPUs. The facilities will run on Nvidia's DSX platform, fused with Naver's homegrown GPU cluster expertise to drive down token costs.
Separately, SK hynix said it had forged a multi-year technology partnership to co-develop advanced memory aligned with Nvidia's infrastructure roadmap, deepening years of close collaboration.
The chipmaker will supply memory for Nvidia's Vera Rubin AI supercomputer, Vera CPU, RTX Spark PC and Jetson Thor robotics platform, pushing into AI infrastructure, personal AI and physical AI.
"AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance," Huang said, calling SK hynix an exceptional partner. SK Group Chairman Chey Tae-won said the pact reflected the depth of the two firms' work together.
The companies will also accelerate chip design and manufacturing using Nvidia software, with SK hynix tapping the CUDA-X libraries and Omniverse tools to build a "digital twin" of its fabs and move toward fully autonomous plant operations.
Naver, meanwhile, recently became the first South Korean firm to join Nvidia's Nemotron Coalition.
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