NAVER D2SF invests in NdotLight
Analysis based on 7 articles · First reported Aug 11, 2026 · Last updated Aug 11, 2026
The investment signals growing confidence in physical AI data infrastructure, potentially boosting NdotLight's valuation and market position. It may also positively influence Naver's strategic positioning in AI and robotics, while highlighting the importance of data solutions for the physical AI sector.
Naver D2SF, the corporate venture capital arm of Naver, made a follow-on investment in NdotLight, a data infrastructure company for physical AI. The South Korea — South Korean won 15 billion funding round was led by South Korea — Korea Development Bank. This marks Naver D2SF's third investment in NdotLight, following its participation in the company's Pre-Series A round in 2021 and Series A round in 2022. NdotLight has developed TRINIX, a simulation-ready 3D data generation solution that integrates with Nvidia Omniverse, enabling the supply of large-scale, high-quality 3D simulation datasets. The company provides AI training data to humanoid robotics and robotics foundation model companies, including Holiday Robotics, AeiRobot, ROBROS, and RLWRLD, and participates as a data supplier in physical AI projects led by Hyundai Motor Company and LG Electronics. NdotLight is actively hiring across all functions. Naver D2SF plans to explore new collaboration opportunities with NdotLight in physical AI.
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