
Naver jumps 10% after Nvidia unveils $1 billion investment plan
The Korean internet group's shares surged in Seoul after Nvidia disclosed plans to put $1 billion into the company's AI buildout.
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The Korean internet group's shares surged in Seoul after Nvidia disclosed plans to put $1 billion into the company's AI buildout.

President Lee Jae-myung's summit with American tech leaders lands as Seoul races to anchor a domestic AI stack against US and Chinese competition.

The Seoul lab focuses on agentic AI and pairs Nemotron models with NVIDIA AI Cloud compute, as SK deepens memory ties with Nvidia.

Seoul projects 2.6% GDP growth in 2026, up from 2.2% in 2025, as memory-chip orders from AI data-center buildouts drive exports.

Samsung, SK Hynix, and Hyundai anchor a national plan to double DRAM output and ship 30,000 Atlas robots a year by 2028.

Seoul unveils a national plan: $518B for four new memory fabs, $52B for HBM packaging, and $356B for AI data centers through 2035.

Only 16% of South Koreans are more worried than excited about AI — the lowest of 25 countries Pew surveyed, versus 50% in the US.

Jensen Huang demoed the new superchip alongside Faker and KRAFTON's chairman, pitching 1440p at 100+ fps on slim laptops.

Nvidia's CEO frames Korea's industrial base as the launchpad for physical AI, hinting at unannounced partnerships in Seoul.

Nvidia's CEO arrives in South Korea after GTC Taipei with Grace Blackwell shipping and Vera Rubin in full production.
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