Naver & SK Hynix

Naver: Naver is expanding its sovereign AI infrastructure by building gigawatt-scale AI factories using the Nvidia DSX platform, aiming to serve Korea's industries and global AI cloud customers.

SK Hynix: SK Hynix has deepened its multi-year technology partnership with Nvidia to develop advanced memory for AI data centers, ensuring stable supply and evolving its business towards customer-specific memory solutions.

Naver: Naver receives a $1 billion investment from Nvidia and up to $9 billion in financing from Brookfield to expand its AI data center, boosting its stock and AI ambitions.

SK Hynix: SK Hynix enters a long-term partnership with Nvidia to co-develop next-generation HBM memory, securing stable demand and reinforcing its leadership in AI memory.

Naver: Naver was a rare outlier, rising 9.2% (or 14.1% in other reports) on a deal with Nvidia, showing positive individual performance against the market trend.

SK Hynix: SK Hynix dropped 7.7% amidst the market rout, even though Nvidia's CEO, Jensen Huang, reaffirmed it as a 'biggest partner.'

Naver: Naver plunged, indicating significant investor concern in internet and technology-related companies in South Korea.

SK Hynix: SK Hynix, a major chipmaking rival, dropped, mirroring the negative trend in the tech sector and impacting the South Korean market.

Naver: Naver plans to spend between $356 billion and $500 billion to set up AI data centers, contributing to the broader AI infrastructure development in South Korea.

SK Hynix: SK Hynix is a crucial partner in South Korea's semiconductor expansion, committing substantial investments to build new chipmaking facilities and accelerate construction in existing clusters. The company has seen record profits from the AI boom.

Naver: Naver's stock plunged in one report but spiked in another, showing mixed performance within the tech sector.

SK Hynix: SK Hynix's stock tanked in one report but rallied in another, indicating fluctuating investor sentiment.

Naver: Nvidia is investing $1 billion in Naver to finance an AI data center, expanding its infrastructure footprint.

SK Hynix: SK Hynix supplies high-bandwidth memory chips crucial for Nvidia's AI infrastructure.