Naver anticipates that its global artificial intelligence (AI) factory project with NVIDIA will start generating revenue in the first half of 2027. The company emphasized that this initiative is an investment aimed at responding to the structural growth of the AI infrastructure market, rather than a one-time project.
During a conference call on August 7 to discuss second-quarter earnings, Naver CEO Choi Soo-yeon stated, "We expect revenue to begin with the launch of a 55-megawatt (MW) service in the first half of 2027, expanding to 100 MW by the end of 2027 and 200 MW by 2028. Our ultimate goal is to establish infrastructure capable of training large-scale AI models."
Choi added, "This is not a one-off business opportunity but an investment in a structurally growing market. We believe that the demand for global AI computing will continue to rise in the medium to long term due to the proliferation of generative AI, the AI transformation across industries, and the expansion of AI agents."
She further noted, "As industries and services applying AI expand, we will reach a turning point where overall computational demand surges again. The rapid increase in cloud performance and order backlog among global tech giants, along with the expansion of AI investments, demonstrates that the demand for AI infrastructure is already becoming a reality."
* This article has been translated by AI.
Copyright ⓒ Aju Press All rights reserved.