[Edaily Reporter Park Soon-yeop] Naver is trading flat despite the sharp decline in the domestic stock market. This is interpreted as a result of heightened interest in the domestic artificial intelligence (AI) ecosystem following NVIDIA CEO Jensen Huang’s visit to South Korea, coupled with expectations for collaboration on large-scale AI infrastructure following his meeting with Naver Chairman Lee Hae-jin.
According to MP Doctor on the 8th, Naver (#NAVER) was trading at 256,000 won as of 9:58 a.m. today, up 500 won (0.20%) from the previous trading day. While the KOSPI was falling sharply at the same time and many of the top market-cap stocks were showing weakness, Naver remained flat.

The market views CEO Jensen Huang’s visit to South Korea as a positive factor for Naver’s stock price. Following his meetings with key domestic figures—including the so-called “pork belly dinner”—which drew market attention, his meeting with Chairman Lee Hae-jin has raised expectations that this could lead to actual AI infrastructure cooperation beyond a mere event.
According to Naver, Chairman Lee Hae-jin and CEO Jensen Huang met at Naver’s 1784 headquarters on this day to discuss cooperation plans for building a global AI infrastructure ecosystem. The two companies plan to pursue an integrated partnership that includes identifying global demand and capital cooperation.
Naver plans to begin operations of a 55MW AI factory in 2027, expand its infrastructure to 100MW by the end of that year, and reach 200MW by 2028, with the ultimate goal of building a gigawatt (GW)-scale mega AI factory. One gigawatt is approximately four times the maximum capacity of “Gak Sejong,” Naver’s largest hyperscale data center in South Korea.
Expectations regarding policy are also cited as a factor supporting the stock price. Han Sung-sook, Minister of SMEs and Startups, is a former CEO of Naver and was nominated as a candidate for Prime Minister on the 7th. The market assesses that as a figure from the private platform sector takes center stage in policy-making, expectations are growing for policies related to AI, platforms, digital transformation, and sovereign AI.
Naver is regarded as Korea’s leading AI infrastructure company, possessing its own data centers, cloud services, large language models, and spatial data. There are also expectations that Naver’s role in the global AI factory and sovereign AI markets could expand if its collaboration with NVIDIA materializes.
Although volatility among growth stocks has increased recently due to rising concerns over interest rate hikes following strong U.S. employment data, Naver is showing a distinct trend as both its collaboration with NVIDIA and policy momentum come into focus.