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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.

AI & Enterprise

Tesla moves into modular AI data centre hardware with Megapod trademark filing

Tesla is pushing into modular artificial intelligence data centre hardware after filing a trademark for “Megapod” in the United States. The application describes a modular data centre hardware system for AI computing, including servers, networking equipment, power distribution and cooling. Tesla also describes a self-contained modular computing unit with downloadable software for monitoring and optimisation. The move would put Tesla into competition with Nvidia-backed platforms, while Tesla remains a major Nvidia customer and has faced delays in its own AI chip plans.

Industry

Data centre power architecture shifts as BBU batteries emerge as new battleground

Battery use is expanding beyond electric vehicles and energy storage systems to server racks as AI data centres push rack power density higher. Facility-level uninterruptible power supplies are seen as less able to handle rapid power swings, lifting demand for rack-level battery backup units, or BBUs, defined in open rack standards such as OCP Open Rack V3. Samsung SDI forecasts the global BBU market at $800 million this year, up more than 70 percent, while suppliers prepare new products and production.