Nvidia Invests $1B in Naver to Expand South Korea AI Data Centers

Frontier physical AI models are moving beyond video training data to incorporate multiple camera angles, dense annotation, and brain wave readings as training inputs. The shift reflects growing recognition that traditional video datasets alone are insufficient for training AI systems that interact with the physical world. Brain wave data represents an emerging frontier in multimodal training approaches for robotics and embodied AI.

Nvidia announced a $500 billion partnership with SK Hynix's parent conglomerate on Friday to secure access to high-bandwidth memory chips critical for its AI servers. The deal aims to increase Nvidia's supply of memory components and accelerate data center deployment. The partnership addresses a key supply chain constraint for Nvidia's AI infrastructure business.

NVIDIA is deploying its Vera CPU across electronic design automation workflows to accelerate the development of next-generation processors. In collaboration with Cadence and Synopsys, early testing shows up to 1.5x performance improvements on formal verification and functional simulation workloads. The move addresses a bottleneck in chip design where CPU performance remains critical despite GPU and AI acceleration in other areas.

AMD announced a new Helios rack-scale AI system designed to compete with Nvidia's offerings in the data center market. The system will begin shipping to customers later in 2026. This move represents AMD's effort to capture share in the high-demand AI infrastructure segment where Nvidia currently dominates.