NAVER Expands AI Infrastructure Using NVIDIA DSX Platform to Establish Gigawatt-Scale AI Factories in Korea

NAVER will develop gigawatt-scale AI factories using NVIDIA's DSX platform to enhance AI infrastructure in South Korea.

Quiver AI Summary

NAVER has announced plans to build AI factories at gigawatt scale using the NVIDIA DSX platform, beginning with a 55-megawatt expansion at its GAK Sejong data center in South Korea. This collaboration aims to support the growing demand for AI infrastructure across Korean industries and global clients, leveraging NVIDIA’s full-stack AI technologies to develop advanced regional models such as the HyperCLOVA X. NAVER's infrastructure will allow for efficient AI production, training, and deployment while ensuring compliance with local regulations. Additionally, NAVER will enhance its AI offerings through a partnership with NVIDIA, focusing on creating culturally relevant AI solutions and developing new platforms to support sovereign AI initiatives.

Potential Positives

NAVER is expanding its sovereign AI infrastructure by building AI factories on the NVIDIA DSX platform, signaling significant growth and capability enhancement in the AI domain.
The collaboration with NVIDIA allows NAVER to utilize a proven AI factory blueprint, which positions the company to effectively meet rising global demands for AI-services at lower costs.
NAVER's investment in advanced AI technology, such as the HyperCLOVA X models and its new AI Agent Platform, showcases its commitment to innovation and leadership in the AI market.
The expansion of the GAK Sejong data center enhances NAVER's capacity for delivering rapid, high-performance AI and cloud services, reinforcing its role as a trusted provider for enterprises and government organizations.

Potential Negatives

Dependence on NVIDIA's DSX platform may create vulnerability; NAVER's AI initiatives are closely tied to a single vendor, which could pose risks if relations sour or if there are technology failures.
Heavy investments in large-scale AI infrastructure may result in significant financial strain if expected demand and success do not materialize.
The reliance on a forward-looking statement emphasizes uncertainty regarding future performance and growth, raising concerns about the viability and return on investments.

FAQ

What is NAVER's new AI factory project?

NAVER is building AI factories using the NVIDIA DSX platform to expand its AI infrastructure in Korea, starting at 55 megawatts.

How will NAVER's AI factories serve industries?

The AI factories aim to meet the growing demand for useful AI by providing infrastructure for enterprises, government, and global AI cloud customers.

What technologies will NAVER utilize for AI models?

NAVER will use NVIDIA's full-stack AI platforms and HyperCLOVA X models to advance its regional AI capabilities and services.

Where is NAVER's GAK Sejong data center located?

GAK Sejong is located in Sejong, South Korea, designed for high-density NVIDIA accelerated computing for AI and cloud services.

What does the NVIDIA DSX platform offer to NAVER?

The NVIDIA DSX platform provides a comprehensive AI factory blueprint, minimizing costs and accelerating the time to production for NAVER's AI services.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 142 times in the past 6 months. Of those trades, 0 have been purchases and 142 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

MARK A STEVENS has made 0 purchases and 6 sales selling 1,444,182 shares for an estimated $299,692,504.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 9 sales selling 1,000,000 shares for an estimated $183,002,962.
DEBORA SHOQUIST (EVP, Operations) has made 0 purchases and 20 sales selling 309,840 shares for an estimated $56,186,171.
HARVEY C JONES sold 250,000 shares for an estimated $44,333,450
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 84 sales selling 208,430 shares for an estimated $37,132,313.
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 16 sales selling 109,986 shares for an estimated $20,556,412.
AARTI S. SHAH has made 0 purchases and 3 sales selling 19,000 shares for an estimated $3,357,549.
STEPHEN C NEAL sold 15,500 shares for an estimated $3,343,863
JOHN DABIRI has made 0 purchases and 2 sales selling 3,629 shares for an estimated $689,189.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$NVDA Revenue

$NVDA had revenues of $81.6B in Q1 2027. This is an increase of 85.23% from the same period in the prior year.

You can track NVDA financials on Quiver Quantitative's NVDA stock page.

You can access data on NVDA stock through the Quiver Quantitative API.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 23 times in the past 6 months. Of those trades, 7 have been purchases and 16 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

SENATOR SHELDON WHITEHOUSE has traded it 4 times. They made 0 purchases and 4 sales worth up to $530,000 on 05/08, 01/09.
REPRESENTATIVE DANIEL MEUSER has traded it 5 times. They made 0 purchases and 5 sales worth up to $75,000 on 04/24, 03/25, 02/25, 01/30, 01/14.
REPRESENTATIVE JOHN MCGUIRE has traded it 2 times. They made 2 purchases worth up to $30,000 on 04/15, 01/30 and 0 sales.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 6 times. They made 2 purchases worth up to $30,000 on 03/13, 01/30 and 4 sales worth up to $95,000 on 04/14, 03/25, 12/24, 12/19.
REPRESENTATIVE LIZZIE FLETCHER sold up to $15,000 on 04/08.
REPRESENTATIVE TIM MOORE sold up to $50,000 on 03/24.
SENATOR JOHN BOOZMAN purchased up to $15,000 on 03/19.
REPRESENTATIVE NANCY PELOSI has traded it 2 times. They made 1 purchase worth up to $500,000 on 01/16 and 1 sale worth up to $5,000,000 on 12/24.
SENATOR MARKWAYNE MULLIN purchased up to $250,000 on 12/29.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$NVDA Hedge Fund Activity

We have seen 2,924 institutional investors add shares of $NVDA stock to their portfolio, and 2,625 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

J. STERN & CO. LLP removed 125,140,953 shares (-99.5%) from their portfolio in Q1 2026, for an estimated $21,389,091,686
CARDANO RISK MANAGEMENT B.V. removed 70,049,522 shares (-89.7%) from their portfolio in Q1 2026, for an estimated $11,972,864,300
VANGUARD GROUP INC added 43,149,475 shares (+1.9%) to their portfolio in Q4 2025, for an estimated $8,047,377,087
SG AMERICAS SECURITIES, LLC removed 37,810,007 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $6,462,486,396
JPMORGAN CHASE & CO removed 32,478,144 shares (-6.6%) from their portfolio in Q4 2025, for an estimated $6,057,173,856
SOFTBANK GROUP CORP. removed 32,110,456 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $5,988,600,044
FMR LLC added 22,789,685 shares (+2.3%) to their portfolio in Q1 2026, for an estimated $3,895,212,960

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 10 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Needham issued a "Buy" rating on 05/21/2026
Benchmark issued a "Buy" rating on 03/31/2026
RBC Capital issued a "Outperform" rating on 01/15/2026
Mizuho issued a "Outperform" rating on 01/09/2026
Stifel issued a "Buy" rating on 12/29/2025
Truist Securities issued a "Buy" rating on 12/29/2025
Bernstein issued a "Outperform" rating on 12/26/2025

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 27 analysts offer price targets for $NVDA in the last 6 months, with a median target of $307.0.

Here are some recent targets:

Jack Zhou from China Renaissance set a target price of $319.0 on 06/05/2026
N. Quinn Bolton from Needham set a target price of $270.0 on 06/02/2026
Gil Luria from DA Davidson set a target price of $300.0 on 06/01/2026
Ivan Feinseth from Tigress Financial set a target price of $425.0 on 05/27/2026
Srini Pajjuri from RBC Capital set a target price of $270.0 on 05/21/2026
John Vinh from Keybanc set a target price of $310.0 on 05/21/2026
Vivek Arya from B of A Securities set a target price of $350.0 on 05/21/2026

Full Release

News Summary:

NAVER, an AI Cloud, will build AI factories on the NVIDIA DSX platform at gigawatt scale, starting with AI infrastructure expansion at GAK Sejong.
NVIDIA DSX gives NAVER a proven AI factory blueprint to serve Korea’s industries and global AI cloud customers as demand for useful AI surges at lowest token cost.
NAVER will use NVIDIA full-stack AI platforms, models and software to advance regional AI models including next-generation HyperCLOVA X models, its Seoul World Model development and agentic AI services.

SEOUL, South Korea, June 07, 2026 (GLOBE NEWSWIRE) -- NVIDIA and NAVER today announced that NAVER will expand sovereign AI infrastructure, starting at 55 megawatts with plans to move to gigawatt scale using the NVIDIA DSX™ platform to rapidly design, build and scale full-stack, end-to-end AI platforms that can serve enterprises, industries and government.

“Useful AI has arrived, and demand for AI factories is extraordinary,” said Jensen Huang, founder and CEO of NVIDIA. “NAVER is building AI factory infrastructure that will serve its companies, developers and industries. With NVIDIA DSX, we can help Korea scale sovereign intelligence infrastructure for the agentic era — from AI agents to AI factories and physical AI.”

“NAVER is building sovereign AI infrastructure that can serve Korea’s industries and global customers with trusted, high-performance AI,” said Haejin Lee, founder and chairman of NAVER. “By building on the NVIDIA DSX platform, we can help customers move from AI experimentation to production-scale AI factories that power models, agents and real-world services.”

As useful AI increasingly moves to production, AI factories are becoming critical infrastructure for training, post-training and inference. Built with the NVIDIA DSX platform with NVIDIA accelerated computing, NAVER’s AI factories will give Korea a sovereign foundation to create intelligence for enterprises, manufacturers, government organizations and AI cloud customers.

NVIDIA DSX-Powered AI Cloud to Expand NAVER GAK Sejong Data Center
The new DSX-powered cloud will expand NAVER’s GAK Sejong data center, a next-generation, hyperscale facility in Sejong, South Korea, built to power the company’s rapidly growing AI and cloud services.

Designed for high‑density NVIDIA accelerated computing, GAK Sejong delivers resilient, energy‑efficient operations with advanced automation, sustainability features and robust disaster‑response capabilities. GAK Sejong positions NAVER to support large‑scale digital services and innovation across Korea and beyond.

NAVER is serving sovereign AI demand with infrastructure across Europe and the Middle East. By combining its hyperscale data center capabilities with NVIDIA DSX, NAVER aims to offer government and enterprise customers a trusted alternative for secure, high‑performance digital services compliant with local regulatory and data‑sovereignty requirements.

NAVER will use NVIDIA full-stack AI platforms not only to fuel sovereign AI models and agentic AI services but also accelerate its AI data center business.

AI Cloud Infrastructure Builds on Companies’ Model Development Collaboration
The new AI cloud infrastructure builds on NVIDIA and NAVER’s partnership in advancing sovereign and physical AI models in Korea.

NAVER is advancing its HyperCLOVA X models by fine-tuning the NVIDIA Nemotron™ 3 Ultra open model with its proprietary data and training expertise, delivering a more capable and culturally fluent model for Korean and global enterprise customers. HyperCLOVA X models based on NVIDIA Nemotron also provide a platform to support sovereign AI initiatives in Europe and the Middle East.

NAVER is the first Korean company to participate in the NVIDIA Nemotron Coalition , contributing to open model development across pretraining, post-training and reinforcement learning to accelerate global AI innovation. It plans to launch an AI Agent Platform in Korea in the second half of the year, powered by NVIDIA NemoClaw ™ blueprints.

NAVER is also developing a Seoul World Model using its proprietary urban street-view data and spatial modeling technology, building on NVIDIA Cosmos ™ world foundation models.

NVIDIA DSX Platform to Power Rapid NAVER Expansion
The NVIDIA DSX platform is purpose-built as an end‑to‑end, codesigned stack for AI factories, spanning chips, systems, software, facilities and partner technologies to minimize token cost and speed time to first production.

NVIDIA DSX platform will pair with NAVER’s expertise in building and operating large-scale proprietary GPU clusters and hyperscale data centers.

NVIDIA DSX MaxLPS™ software achieves the lowest token cost by maximizing token throughput per megawatt, while NVIDIA DSX OS™ provides the operating layer that enables providers to grow revenue and enhance margins through open source, modular software for lifecycle management, consistent runtime operations, health automation, resiliency and multi‑tenant AI factory management.

About NAVER
NAVER Corporation has been providing internet services and IT infrastructure since 1999, growing into one of Asia's leading technology companies. With over two decades of operational excellence powering its own platforms and affiliates, NAVER delivers enterprise-grade digital solutions through NAVER Cloud Platform — its public cloud service built on proven, large-scale infrastructure.

NAVER is the world’s third company to develop a hyperscale Large Language Model, reflecting its deep investment in cutting-edge AI research and development. Leveraging this advanced AI expertise, NAVER offers end-to-end capabilities across the entire AI value chain — encompassing AI services, data, foundational AI infrastructure, supercomputing resources, cloud platforms, and data centers — to support businesses navigating digital transformation.

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

For further information, contact:
Corporate Communications
NVIDIA Corporation
[email protected]

Certain statements in this press release including, but not limited to, statements as to: NAVER Cloud building AI factory infrastructure that will serve its companies, developers and industries; with NVIDIA DSX, NVIDIA being able to help Korea scale sovereign intelligence infrastructure for the agentic era — from AI agents to AI factories and physical AI; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.

© 2026 NVIDIA Corporation. All rights reserved. NVIDIA, the NVIDIA logo, DSX MaxLPS, DSX OS, NemoClaw, Nemotron, NVIDIA Cosmos and NVIDIA DSX are trademarks and/or registered trademarks of NVIDIA Corporation in the U.S. and/or other countries. Other company and product names may be trademarks of the respective companies with which they are associated.

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