signed

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

NAVER signed about KRW 2 trillion (roughly $1.5 billion) of AI computing services with an unnamed US-based AI inference company, the first major customer for its NVIDIA AI factory business.

Value
$1.5B1
Capacity
n/d
Term
n/d
Accelerators
n/d

What the value means

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.

The record

Verified 12 Nov 2026
Announced
Buyer
Undisclosed US AI inference company
Seller / provider
NAVER
ValueHeadline dollar value exactly as stated in the cited source.
1,500,000,000 USD
Capacity
Not disclosed
Accelerators
Not disclosed
Chips
Not named
Term
Not disclosed
StatusBinding agreement disclosed
signed
Other parties
None named
Deal type
cloud-capacity, inference

Sources

2
  1. Naver signs US$1.5 billion AI cloud deal with US firm (DIGITIMES, 12 Nov 2026) read 2026-11-12
  2. NAVER AI factory with Brookfield and NVIDIA (NAVER, 25 Jul 2026) read 2026-11-12

Cite this deal

AI Compute Deals, “NAVER's KRW 2 trillion (~$1.5B) AI compute contract with a US inference company”, https://aicomputedeals.com/us-inference-company-naver-1-5b-2026-11/ (verified 2026-11-12).

Data under CC BY 4.0. Download the full ledger.

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