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Nvidia Vera Rubin
3 posts
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.
NAVER, NVIDIA and Brookfield plan $10bn Korea AI factory expansion
NAVER stock jumped 16% on the $10B NVIDIA and Brookfield AI factory deal, but NVIDIA's $1B stake depends on NAVER securing $9B in outside financing first.
MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.