Nvidia Lands Expanded South Korea AI Deals as Naver Advances Factory Build

Nvidia has secured multiple AI infrastructure partnerships in South Korea, culminating in Naver’s deployment of the DSX platform for a 55 MW AI factory at Gak Sejong with gigawatt-scale ambitions. The deals build on June 7-8 agreements with SK Hynix for multi-year memory supply, SK Telecom’s 2027 gigawatt AI cloud launch, and Micron’s June 11 HBM4 certification for the Vera Rubin platform. Jensen Huang’s Seoul visit reinforced supply-chain ties amid persistent memory shortages. NVDA shares rebounded modestly after the announcements before easing on broader market pressure.