NAVER AI compute deals

NAVER is party to 2 deals in the ledger, buyer in 1 and seller in 1. The 2 with a stated price add up to $11.5B in headline value. Stated capacity: 0.2 GW. Counterparties: Undisclosed US AI inference company, NVIDIA.

Verified 12 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. NAVER's KRW 2 trillion (~$1.5B) AI compute contract with a US inference company

    Sells to Undisclosed US AI inference company

    KRW 2 trillion, about $1.5 billion (DIGITIMES). Term and capacity not disclosed; NAVER plans to grow its AI factory to 200 MW by 2028.

    $1.5B1 signed
  2. NAVER–NVIDIA–Brookfield $10B Korean AI factory (200 MW)

    Buys from NVIDIA

    Total project $10 billion: Brookfield up to $9 billion as exclusive capital partner, NVIDIA $1 billion investment, NAVER funds the rest (NAVER release). The Korean release gives about 100,000 NVIDIA GPUs.

    $10B1 0.2 GW signed

Sources behind the counts and totals

Counts and totals use the records below with the filters and units stated in the page copy. Missing values are excluded. Follow each public source for the underlying figures and use the methodology for scope and calculation rules.

Contributing records and public sources