Nvidia is investing $1 billion（約1600億円） in South Korean tech giant Naver for approximately a 4.5% stake, underscoring its commitment to sovereign AI infrastructure outside the United States. The investment could make Nvidia Naver's third-largest shareholder once the deal closes, marking a significant deepening of ties between the two companies in the AI and cloud computing sector.
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Nvidia plans to invest $1 billion（約1600億円） in South Korean internet and cloud company Naver through a third-party share issue to acquire about a 4.5% stake, potentially becoming Naver's third-largest shareholder if the deal closes and treasury shares are canceled.
Why it matters
The investment signals Nvidia's backing for Naver's sovereign AI strategy—building AI infrastructure independent of U.S. control—at a time when South Korea is strengthening its own AI and cloud capabilities. For Naver, the deal brings both capital and validation from the world's leading AI chip maker.
What to watch
The completion of the deal and whether treasury shares are canceled, which would determine Nvidia's exact shareholder position at Naver.
Nvidia has announced plans to invest $1 billion（約1600億円） in South Korean internet and cloud giant Naver through a third-party share issue, gaining approximately a 4.5% ownership stake. If the transaction closes and Naver cancels its treasury shares as expected, Nvidia would become Naver's third-largest shareholder. The move underscores Nvidia's commitment to supporting sovereign AI infrastructure—systems and platforms that operate independently of U.S. regulatory control—as global governments and companies seek alternatives to concentrated U.S. technology dependencies. For Naver, the deal provides substantial capital to advance its AI and cloud computing capabilities while securing backing from Nvidia, the dominant maker of AI chips and a key player in global AI infrastructure development.
The investment reflects Nvidia's strategic interest in Naver's sovereign AI ambitions—a push to build AI and cloud infrastructure that operates independently from U.S.-controlled systems. South Korea has emerged as a key market for Nvidia's AI chips and cloud partnerships, and this deal deepens that relationship at a critical moment when countries worldwide are seeking to reduce dependence on U.S.-based technology infrastructure. For Naver, the $1 billion（約1600億円） capital injection and Nvidia's backing as a major shareholder provide both resources and credibility to accelerate its AI infrastructure roadmap.
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