SK Networks Poised for AI Asset Revaluation Upside, While SK Square Target Price Cut — BigGo Finance
Brokerages delivered mixed assessments of SK Group affiliates on the 18th. Shinhan Securities maintained its Buy rating on…
Naver Targets 20%+ Margins for AI Factory at Maturity… Confidence or Aggressive Goal? — BigGo Finance
Naver has set a target margin rate of “20% or higher” for its artificial intelligence (AI) factory business…
Nvidia’s Dual Offensive: $1 Billion Stake in South Korean Internet Giant Naver and Spectrum-6 Launch Targets Gigawatt-Scale AI Factories
The arms race in artificial intelligence (AI) infrastructure entered a new magnitude on Monday, July 27. Graphics chip…
AI-Specialized ‘Neo Cloud’ Era Dawns…Naver, Meta, SoftBank Vie for Dominance — BigGo Finance
The explosive demand for computing power driven by generative AI has propelled the ‘Neo Cloud’—specialized in AI model…
SK Hynix, SpaceX Stock Offerings Show AI Investing Honeymoon Is Over
There are few things a stock enthusiast loves more than a high-profile public offering. Investors get a shiny…
Naver pivots from search to AI infrastructure with ‘AI factory’ push
Nvidia CEO Jensen Huang (젠슨 황) (left) and Naver chairman Lee Hae-jin (이해진) take questions at a media…
Naver Teams Up With Nvidia to Build “Asian CoreWeave”
Naver is joining hands with Nvidia to emerge as a global artificial intelligence (AI) infrastructure company. The two…