Naver Corp. just made the kind of move that turns a search engine company into an AI infrastructure titan. The South Korean tech giant announced a major expansion of its partnership with Nvidia to build AI factories at gigawatt scale, starting with a 55-megawatt upgrade to its existing hyperscale data center in Sejong, South Korea.

The market noticed. Naver shares climbed roughly 9-14% following the June 7 announcement.

What Naver and Nvidia are actually building

The partnership centers on Nvidia’s DSX platform, a full-stack design that bundles chips, systems, software, and facility architecture into a single integrated package.

The DSX platform is engineered to maximize what Nvidia calls “token throughput per megawatt,” squeezing the most AI processing power out of every unit of electricity consumed and reducing per-query costs for companies running AI inference at scale.