NVIDIA Chief Executive Officer (CEO) Jensen Huang predicts that if a 1-gigawatt (GW) artificial intelligence (AI) factory is built in collaboration with Naver, the company could grow tenfold.
Speaking at NVIDIA’s Korea AI Ecosystem Reception at the Shilla Hotel in Seoul on Monday, Huang said that they’re aiming to establish an AI factory with Naver, potentially scaling up to 1 GW. If successful, Naver could see a tenfold increase in size.
Earlier that day, Huang met with Naver’s Board Chairman Lee Hae-jin at Naver’s headquarters in Bundang-gu, Seongnam, where they discussed this collaboration.
An AI factory is an intelligent infrastructure that continuously produces tokens, the core units of AI, using electricity and data as raw materials. This next-generation AI infrastructure goes beyond traditional data centers, encompassing AI model training, inference, and real-world industrial applications.
Naver and NVIDIA plan to start with 55 megawatts (MW) in the first half of next year, expanding to 100 MW later that year, and reaching 200 MW by 2028 to meet global demand.
Their ultimate goal is to build a 1 GW cloud infrastructure, about four times the capacity of Naver’s current hyperscale data center, Gak Sejong.
Huang estimated the value of a 1 GW AI factory at 60 billion USD, adding that after building a 200 MW AI cloud with Naver and expanding to 1 GW, Naver’s scale could increase tenfold.
He emphasized that Naver is poised to become a major player in the tech industry.
Huang also outlined plans to collaborate with Naver on AI frontier models and robotics. As part of the NVIDIA Nemotron Alliance, they aim to develop open frontier AI models and accelerate the creation of future business infrastructure centered on robotics.
Explaining his choice of Naver as a partner, Huang said that Naver has all the necessary capabilities, including cloud and AI expertise and the ability to build world-class data centers. The partnership will accelerate the expansion of that scale.