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Photo courtesy of Yonhap News |
[Alpha Biz= Kim Jisun] SEOUL, October 31, 2025 — In a landmark move for Korea’s AI ecosystem, NAVER has secured 60,000 NVIDIA Blackwell GPUs to power next-generation industrial AI (“Physical AI”) platforms. The agreement marks the largest GPU supply among Korean corporations, following strategic discussions between NAVER Executive Chairman Lee Hae-jin and NVIDIA CEO Jensen Huang.
NAVER announced that its cloud subsidiary NAVER Cloud signed a memorandum of understanding (MOU) with NVIDIA on October 31 to jointly develop advanced AI infrastructure and domain-specific “vertical AI” solutions for Korea’s key manufacturing sectors — including semiconductors, shipbuilding, and energy.
This collaboration is part of NVIDIA’s large-scale GPU supply initiative with the Korean government and leading domestic companies. During the APEC CEO Summit in Gyeongju, Jensen Huang confirmed that NVIDIA will supply a total of 260,000 Blackwell GPUs to Korean partners — 50,000 units each to the public sector, Samsung Electronics, SK Group, and Hyundai Motor Group, and 60,000 units to NAVER, the largest single allocation.
Delivery schedules will proceed in phases, with both companies planning to leverage this partnership to accelerate the integration of AI into industrial environments — enabling machines and systems to analyze, make decisions, and execute tasks autonomously through “Physical AI” transformation (AX).
Alphabiz Reporter Kim Jisun(stockmk2020@alphabiz.co.kr)
