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Naver 與 Nvidia 合作，鞏固韓國 AI 市場主導地位

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📊閱讀原文： Bloomberg Technology
#data-centers#sovereign-ai#korea-technaver-ai-infrastructurenavernvidia

💡了解區域科技巨頭如何利用 Nvidia 硬體建構主權 AI 基礎設施，並維持市場領先地位。

⚡ 30 秒速覽

有什麼變化

Naver 將構建由 Nvidia AI 模型架構驅動的新資料中心。

為什麼重要

此次合作標誌著向主權 AI 基礎設施的轉變，區域領導者透過利用全球硬體巨頭來確保在地市場的主導地位。這可能會提高韓國 AI 生態系統中小型競爭對手的進入門檻。

下一步行動

密切關注 Naver 開發者入口網站，留意此次 Nvidia 支援的資料中心擴建後，是否會推出新的 API 或基礎設施即服務（IaaS）。

誰應關注：Enterprise & Security Teams

關鍵要點

  • •Naver 將構建由 Nvidia AI 模型架構驅動的新資料中心。
  • •合作重點在於維持 Naver 在韓國 AI 市場的競爭優勢。
  • •此合作凸顯了區域科技巨頭與 Nvidia 結盟以擴展基礎設施的趨勢。

🧠 深度解析

背景與延伸：來自公開資料，非原文內容。引用 25 個來源。

🔑 增強重點摘要

  • •Naver's partnership with Nvidia involves building "AI factories" at gigawatt scale, commencing with a 55-megawatt expansion at its GAK Sejong data center.
  • •The collaboration will leverage Nvidia's full AI stack, encompassing DSX-based AI factories, Nemotron-powered sovereign AI models, and Cosmos-enabled physical AI.
  • •Naver plans to enhance its proprietary HyperCLOVA X large language model by fine-tuning it with Nvidia's Nemotron 3 Ultra open model, utilizing Naver's extensive Korean data and training expertise.
  • •The alliance aims to support sovereign AI initiatives not only within South Korea but also potentially in regions like Europe and the Middle East, offering secure and high-performance digital services.
  • •Nvidia considers Naver a crucial partner due to its strong technical talent, advanced digital infrastructure, specialized Korean-language AI expertise, and significant local customer reach.
📊 競品分析▸ Show

While a detailed feature/pricing/benchmarks table is not available from the search results, Naver faces competition in the South Korean AI and search markets.

  • Global AI Models: Naver's HyperCLOVA X competes with global models like OpenAI's ChatGPT and Google's Bard (Gemini). HyperCLOVA X is noted for its superior Korean language skills, having been trained on 6,500 times more Korean data than GPT-3.5, and demonstrating a 75% winning rate against GPT-3.5 in certain benchmarks, with 72% fewer hallucinations in Korean.
  • Domestic AI Initiatives: In South Korea's government-led "national AI" project, Naver was eliminated in the first round for not meeting independence requirements. Competitors that advanced included LG AI Research, SK Telecom, and AI startup Upstage, with LG AI Research ranking first across performance, expert reviews, and user evaluations.
  • Search Engine Market: Naver maintains a leading, though narrowing, market share in South Korea's search engine market. As of May 2025, Naver held 48.55% compared to Google's 43.02%. Kakao's Daum portal also remains a domestic competitor with a smaller market share (3.14% as of August 2024).

🛠️ 技術深入

  • The partnership involves building "AI factories" utilizing Nvidia's DSX platform, designed for large-scale AI training, inference, and token generation.
  • Nvidia's AI data center architecture includes the Blackwell and Hopper GPU architectures, optimized for generative AI and accelerated computing.
  • Key Nvidia technologies for data centers include the 800 VDC power architecture for next-generation power distribution, NVLink and NVLink Switch for high-speed multi-GPU communication, Tensor Cores for AI/HPC workloads, Multi-Instance GPU for partitioning, and Confidential Computing for data security.
  • Naver will integrate Nvidia's Nemotron 3 Ultra open large language model to further advance its HyperCLOVA X.
  • Naver Cloud has utilized Nvidia's physical AI platform, Cosmos, to develop the Seoul World Model, which recreates real-world Seoul environments using 1.2 million panoramic images and Korean map data.
  • Naver's HyperCLOVA X is a hyperscale AI model specifically optimized for the Korean language, trained with a significantly larger volume of Korean data compared to English-centric models.
  • HyperCLOVA X employs a tokenizer optimized for the agglutinative nature of the Korean language, allowing for more compact data encoding.
  • The model supports multimodal tasks, capable of understanding and generating visual information, and is planned to expand to include image, audio, and video data.
  • HyperCLOVA X is available in two variants: HCX-L (large model) and HCX-S (small model).

🔮 前景展望基於引用來源的 AI 分析

Naver will significantly expand its global AI cloud services beyond South Korea.
The partnership explicitly aims to serve surging global AI demand and support sovereign AI initiatives in Europe and the Middle East, indicating an international expansion strategy.
Naver's HyperCLOVA X will achieve enhanced multilingual capabilities beyond its current Korean proficiency.
Naver's plan to fine-tune HyperCLOVA X with Nvidia's Nemotron 3 Ultra, an open large language model, suggests an effort to broaden its language proficiency beyond its strong Korean focus.
South Korea's government-led 'national AI' project may face increased competition from Naver's privately-led initiatives.
Naver's elimination from the government's 'national AI' project due to independence requirements indicates it will pursue its own AI development and infrastructure strategy in partnership with Nvidia.

⏳ 時間線

1999-06
Naver Corporation founded as Korea's first comprehensive web portal.
2021-01
Naver announced the acquisition of Wattpad, expanding its global content and IP pipeline.
2023-08
Naver unveiled HyperCLOVA X, an upgraded hyperscale AI model with advanced Korean language capabilities.
2026-01
Naver was eliminated from the first round of South Korea's government-led 'national AI' selection process.
2026-03
Naver Cloud unveiled the Seoul World Model, built using Nvidia's physical AI platform Cosmos.
2026-06
Naver and Nvidia announced a strategic agreement to build AI data centers and 'AI factories'.
📊閱讀原文： Bloomberg Technology
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