NAVER Corrects AI Factory Plan: NVIDIA $1 Billion Equity Investment and Brookfield $9 Billion PF Negotiations Added


  • This amendment reflects NVIDIA's confirmed $1 billion third-party allotment participation and the change of AI factory infrastructure procurement to Brookfield PF.
  • NVIDIA's strategic equity investment enhances NAVER's financial soundness and credibility, while entailing a dilution of approximately 3.8%.
  • The $9 billion computing infrastructure needed for the AI factory is expected to be financed by Brookfield via PF, lowering NAVER's direct capital burden.
  • The project is to be implemented in phases with initial operation targeted for the first half of 2027, but schedules and scale may change.
  • [AI Summary]NAVER has secured a $1 billion strategic investment from NVIDIA and is negotiating a PF with Brookfield for AI infrastructure funding, accelerating its global AI factory business. Though near-term dilution exists, the investment from the world's leading AI company significantly enhances business credibility and growth prospects.

KOSPI Filing Information


  • [Correction of Description] Future Business And Management Plan (Fair Disclosure)
  • Company: NAVER (035420)
  • Submission: NAVER Corporation
  • Under KRX KOSPI Market Division

  • Shares: 156,944,242
  • Price: 220,000 KRW
  • Market Cap: 34,527.7 B KRW