Naver is moving to expand its artificial intelligence (AI) ecosystem by partnering with AMD following its collaboration with Nvidia. AMD is a U.S. fabless semiconductor company competing with Nvidia in the AI accelerator market.

AMD announced on the 18th that it had signed a memorandum of understanding (MOU) for “AI ecosystem expansion and next-generation infrastructure cooperation” at Naver’s second headquarters, 1784, with key executives from both companies in attendance.

Lisa Su, AMD’s Chief Executive Officer (CEO), reportedly met with Naver CEO Choi Soo-yeon on the same day to discuss cooperation plans in the supply of AI accelerators and the AI data center sector. Naver is expanding large-scale infrastructure required for operating its proprietary AI models. In January, it already completed the construction of the largest AI computing cluster in Korea, based on 4,000 units of Nvidia’s next-generation graphics processing unit (GPU), the B200 (Blackwell). This stems from Nvidia’s commitment, made in October during the Asia-Pacific Economic Cooperation (APEC) summit, to supply 260,000 next-generation GPUs to the Korean government and corporations. Under this arrangement, the government, Samsung Electronics, SK Group, and Hyundai Motor Group will each receive 50,000 GPUs, and Naver Cloud will receive 60,000 GPUs.

Following Nvidia, AMD is expected to emerge as a core partner supporting Naver’s plans. Through this agreement, the two companies plan to build an ecosystem in which AI technologies are organically connected across diverse infrastructure environments and to enhance technological flexibility.

First, the two companies will strengthen technological cooperation to build a high-performance GPU computing environment optimized for Naver’s large language model (LLM) “HyperCLOVA X.” Through this, they will jointly advance infrastructure technologies that can operate AI models in a stable manner.

In particular, leveraging its AI full-stack capabilities that connect every stage—from its own large language models to data centers, cloud infrastructure, and large-scale user services—with proprietary technologies, Naver plans to serve as a key partner in implementing and scaling AMD’s next-generation infrastructure in real service environments.

In addition, the two companies plan to provide AI computing resources to academic researchers and promote joint research projects, supporting the creation of broad AI research outcomes based on diverse infrastructure environments.

CEO Choi said, “The collaboration with AMD will be a meaningful opportunity to secure Naver’s technological diversity and strengthen its AI infrastructure competitiveness,” adding, “The two companies will jointly expand the potential use of the AMD platform across Naver Cloud and AI services overall, and will continue to cooperate for the implementation of next-generation technology stacks and services.”

CEO Su also said, “With world-class AI capabilities and a cloud platform, Naver is the optimal partner to innovatively implement AMD’s next-generation AI GPU technology,” and added, “We look forward to the two companies jointly building an open AI ecosystem that researchers, enterprises, and developers around the world can trust.”

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