Naver's Value Could Triple Through AI Partnership With Nvidia -- Market Talk
Dow Jones06-09
0635 GMT - Naver's enterprise value could triple through its partnership with Nvidia to run gigawatt-scale global artificial-intelligence data centers, Kyobo Securities' Kim Dong-woo says. The analyst expects Naver's valuation to rise to 6.9 trillion won from 2.3 trillion won currently, driven in part by AI-factory revenue projected to reach 475 billion won in 2027 and 2.5 trillion won in 2028. He is positive on Naver's plan to expand its AI data-center capacity to 55 megawatts by 1H 2027, 100 MW by end-2027 and 200 MW in 2028 as part of the Nvidia-led gigawatt-scale initiative. (kwanwoo.jun@wsj.com)
(END) Dow Jones Newswires
June 09, 2026 02:35 ET (06:35 GMT)
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