| Mobile Web

Search results for GB200

Industry

AI factory build in Korea leaves server, cooling supply chain tied to Taiwan

Construction of gigawatt-scale AI factories in South Korea is getting under way, but server assembly and liquid-cooling component supply chains are controlled by Taiwanese companies, raising concerns that Korean materials and parts suppliers are being sidelined. Nvidia plans to ship fully assembled compute trays from its next-generation Vera Rubin platform, narrowing assembly partners to Foxconn, Quanta and Wistron. Cooling component suppliers Auras and AVC have also taken an early lead.

AI & Enterprise

DeepSeek founder says China can end Nvidia dependence within a year

DeepSeek founder Liang Wenfeng said China’s AI industry is reaching a turning point in its dependence on Nvidia hardware and that chip supply will no longer be a key obstacle within a year. He cited a resource gap with the United States driven by computing power constraints. He said DeepSeek lags U.S. leaders by 12 to 18 months but achieves similar performance with far less computing. DeepSeek is working more closely with Huawei and pursuing its own chips and software tools.

Games & Commerce

Naver pivots from search to AI infrastructure with \'AI factory\' push

Naver is positioning AI infrastructure as a new growth pillar, moving beyond domestic search, shopping and advertising into B2B infrastructure aimed at global AI computing demand. Its core project is an “AI factory” 추진 with Nvidia. Plans call for ramping capacity from 55MW in the first half of next year to 200MW by end-2028, with a long-term goal of 1GW. Key hurdles include long-term customer contracts, funding, power and sites, and technology-change risks.