NVDA

It fits into the larger trend of 'AI industrialization' where tech giants race to secure compute capacity. For crypto, this could exacerbate GPU shortages and raise costs for mining, while also highlighting the convergence between AI and physical systems (robotics), which may benefit decentralized compute networks that bridge AI and blockchain.

Nvidia

Naver

Nvidia announced that South Korean internet conglomerate Naver will use Nvidia's technology to build AI factories at gigawatt scale to meet rising demand for AI services and physical AI.