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Games & Commerce

Naver forms $10 billion AI infrastructure alliance with Nvidia and Brookfield

Naver said on July 27 it secured a $1 billion strategic investment from Nvidia and signed a $9 billion infrastructure pre-agreement with alternative asset manager Brookfield. It said the deals would provide $10 billion in global funding and partnerships, helping address GPU supply and equipment procurement. Nvidia will acquire a 4.5% stake. Naver also plans to enter AI factory revenue from 2027 and scale capacity from 55 MW to 200 MW and then 1 GW.

AI & Enterprise

K-AI chips put to the test as global AI startups step up push into South Korea

South Korean neural processing unit makers are teaming up with domestic cloud companies to target the AI inference market, testing whether they can secure a foothold beyond Nvidia’s barriers. Samsung SDS launched an NPU-as-a-service offering on its Samsung Cloud Platform based on FuriosaAI’s second-generation chip. Rebellions is also partnering with KT Cloud and Gabia. Foreign AI startups are stepping up moves into Korea, including Genspark and China’s Kling AI.

Industry

SK $500 billion, Samsung $200 billion: global AI deals unveiled

Around a San Francisco AI summit, South Korea unveiled government-led cooperation plans between global AI companies such as Nvidia, OpenAI and Broadcom and Korean firms including Samsung Electronics, SK Group, Hyundai Motor Group and Naver. Nvidia and SK Group disclosed a partnership intent worth more than $500 billion, while Samsung and Broadcom signed an MOU worth more than $200 billion through 2030. Nvidia and Brookfield also plan a $10 billion investment in Naver.