Browsing Tag
Lee Hae-jin
1 post
NAVER’s $10bn AI factory deal brings NVIDIA capital, but the market is already questioning the payoff
NAVER plans to expand its GAK Sejong AI factory from 55 megawatts to 200 megawatts with NVIDIA and Brookfield backing, creating a major sovereign AI platform while increasing execution, utilisation and shareholder-return pressure.