NVIDIA CEO Jensen Huang has generated significant interest by revealing a presentation image outlining the collaboration structure with NAVER Cloud.
On June 1, Huang mentioned NAVER during the opening of NVIDIA's annual technology exhibition, 'GTC Taipei 2026,' held at the Taipei Music Center in Taiwan.
Huang displayed the NVIDIA and NAVER Cloud logos side by side at the top of the presentation, with a heart emoji in the center, drawing attention. Below, he introduced various partners, 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 included HyperCLOVA X, NAVER World Model, NAVER Cloud Platform, AI Factory, and Data Center GAK. The presentation 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 becoming a key partner in NVIDIA's global AI infrastructure strategy, moving beyond a simple GPU supply relationship. Reports indicate that NAVER is exploring ways to expand its collaboration with NVIDIA into cloud, sovereign AI, and defense AI sectors.
Indeed, NVIDIA is working with the South Korean government and major companies to establish a large-scale AI infrastructure. Previously, NAVER Cloud announced plans to expand its AI infrastructure based on over 60,000 GPUs.
This optimism was quickly 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 company in South Korea.
The presentation image depicted not just a service company but a national-level AI infrastructure, data centers, manufacturing AI, defense AI, and cloud ecosystems, leading investors to speculate that "NAVER might be at the center of a Korean AI national project."
However, the actual scale of the business and specific revenue structures have not been disclosed, and the current market response appears to reflect considerable expectations for future collaboration expansion.
Online users reacted with comments such as, "Is the leading AI company in Korea changing?", "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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