Institution: Naver's value could double through collaboration with NVIDIA in AI.

Kim Dong-woo of Kyobo Securities stated that through the collaboration with NVIDIA to operate a gigawatt-level global artificial intelligence data center, Naver's corporate value could potentially double. The analyst forecasts that Naver's valuation will increase from the current 23 trillion Korean won to 69 trillion Korean won, partially due to AI factory revenue projected to reach 475 billion Korean won in 2027 and 2.5 trillion Korean won in 2028. He is optimistic about Naver's plans to expand its AI data center computing power to 55 megawatts by the first half of 2027, 100 megawatts by the end of 2027, and 200 megawatts in 2028, as part of the NVIDIA-led gigawatt-level initiative.