ai테크M (TechM)· 7/25/2026, 7:24:22 AM★ 9.0
NVIDIA and Brookfield's $10 Billion Bet... Naver Re-Evaluated as an AI Infrastructure Company
Naver has secured major investments from NVIDIA, a key player in the global AI ecosystem, and Brookfield, the world's largest alternative asset manager, marking a turning point in its enterprise valuation. Analysts suggest Naver is shifting from a search and advertising-focused platform to a national strategic AI infrastructure provider. The securities market anticipates this project could serve as a decisive catalyst for Naver's valuation relativity. Chairman Lee Hyeong-jin highlighted the partnership's potential to scale NVIDIA and Brookfield's global brand, network, and expertise, overcoming past limitations in expanding Naver's data center operations globally.
💡 AI analysis: The massive investment from NVIDIA and Brookfield signals NAVER's pivot from a consumer platform to a critical player in the global AI infrastructure supply chain, driving a fundamental valuation re-rating.