Jensen Huang names Naver Cloud a global AI factory partner at GTC Taipei
At GTC Taipei 2026, Jensen Huang named Naver Cloud a key global ecosystem partner — with joint plans to advance HyperCLOVA X using Nemotron 3 Ultra and co-deploy AI factory infrastructure globally. The endorsement puts South Korea's sovereign AI stack, Naver's own models plus cloud infrastructure, alongside US hyperscalers in NVIDIA's AI factory buildout.
Source: upi.com ↗
The AI industry paradigm is shifting from models to inference-focused AI factories that can operate large-scale infrastructure reliably.
Kim Yu-won, Naver Cloud CEO
Why this matters
- → South Korea's sovereign AI stack gains NVIDIA endorsement, challenging US-dominated infrastructure landscape
- → Partnership signals shift from GPU supply deals to full-stack model-plus-infrastructure competition
- → Naver's physical AI capabilities (Seoul World Model) expand beyond language models into spatial inference
Korea's AI sovereignty play