Naver Cloud Teams Up with Nvidia to Build Global AI Factory

CEO Kim Yu-won Announces Plan at Nvidia Cloud Partner Summit Tech Collaboration Spans AI Models to Physical AI Chairman Lee Hae-jin and Jensen Huang to Reveal Details at Korea Meeting

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By Lee Jin-seok
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Naver Cloud CEO Kim You-won presents the company's global AI factory vision at the Nvidia Cloud Partner Summit held in Taipei, Taiwan, on the 2nd. Photo courtesy of Naver Cloud - Seoul Economic Daily Technology News from South Korea
Naver Cloud CEO Kim You-won presents the company's global AI factory vision at the Nvidia Cloud Partner Summit held in Taipei, Taiwan, on the 2nd. Photo courtesy of Naver Cloud

Naver Cloud is teaming up with Nvidia to pursue a global artificial intelligence (AI) factory project, aiming to build full-stack AI capabilities spanning infrastructure, models and services.

Naver Cloud CEO Kim Yu-won announced the plan Sunday at the Nvidia Cloud Partner Summit held in Taiwan.

"Naver Cloud has solid full-stack technology capabilities covering all areas from AI infrastructure to services, making it a perfect partner for Nvidia's AI factory platform strategy that encompasses energy, chips, infrastructure, models and applications," Kim said, explaining the background of the collaboration.

Nvidia CEO Jensen Huang had previously officially announced Naver Cloud as a key partner in the global AI ecosystem during the keynote address at "GTC Taipei 2026" held in Taiwan on Saturday.

The core of the partnership between the two companies is expected to be close technological cooperation across all areas of AI, including not only infrastructure but also AI models and physical AI. Naver Cloud will advance HyperCLOVA X by leveraging Nvidia's open large language model (LLM) technology Nemotron 3 Ultra, and the two companies plan to jointly research the optimization and core technologies of hyperscale language models.

In addition, Naver Cloud first unveiled its Seoul World Model in March, which reproduces actual data from Seoul using Nvidia's physical AI platform Cosmos, and has since been enhancing the model's performance. The model drew attention for implementing Korea's actual road environment and spatial structure by using 1.2 million panoramic images collected across Seoul as training data, based on domestic map data.

Naver Cloud's strategy is to provide optimal AI environment solutions tailored to each customer, while also supporting the construction of sovereign AI models optimized for each region through close partnerships with national governments and local companies.

The two companies plan to soon disclose more specific details of the cooperation, including execution plans for the global AI factory project, through a meeting between Naver Chairman Lee Hae-jin and Nvidia CEO Jensen Huang in Korea.

"The paradigm of the AI industry is shifting from a model-centric era to an inference-centric AI factory era that stably operates large-scale infrastructure," Kim said. "Amid the accelerating expansion and integration across infrastructure, model and service companies, Naver Cloud, which has directly operated all areas of the AI ecosystem, can respond most proactively to the rapidly changing competitive environment."

He added, "Cooperation with Nvidia goes beyond a simple GPU supplier-customer relationship; it is a strategic decision to jointly develop AI technology and expand the global AI ecosystem. We will establish ourselves as a key supplier underpinning the explosive AI demand in the Asian market and as an unrivaled 'AI infrastructure hub.'"

Raj Mirpuri, Vice President of Global AI Cloud and Infrastructure at Nvidia, said, "For an AI factory to function properly, it must be supported by an ecosystem in which accelerated computing, models, data, applications and cloud services are organically connected. Through our cooperation with Naver Cloud, we will support customers in Asia and around the world to broadly utilize Nvidia's integrated AI platform in building sovereign AI, industrial AI and enterprise AI."

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Original reporting by Lee Jin-seok for Seoul Economic Daily.

AI-translated from Korean. Quotes from foreign sources are based on Korean-language reports and may not reflect exact original wording.

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