Naver & SK Telecom

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 Telecom: SK Telecom plans to build a gigawatt-scale AI Cloud in South Korea using Nvidia's DSX platform, with the first AI factory coming online in 2027. This positions SK Telecom as a key provider of national AI infrastructure and expands its capabilities in AI cloud services.

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 Telecom: SK Telecom will build a 2-gigawatt AI data center using Nvidia's Vera Rubin platform, expanding its AI infrastructure capabilities.

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

SK Telecom: SK Telecom's stock crashed and stumbled, contributing to losses in the telecoms sector.

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

SK Telecom: SK Telecom plans to build a 2-gigawatt AI data center using Nvidia chips and SK Hynix memory, with first facility online in 2027.