AI News Archive: June 8, 2026 — Part 1
Sourced from 500+ daily AI sources, scored by relevance.
- Apple announces Siri AI and its next generation of Apple Intelligence
Two years after first revealing its plans for Apple Intelligence and a smarter Siri that never fully materialized, at WWDC, Apple just revealed a new set of AI features and a smarter, more personalized Siri. Apple calls Siri AI an "entirely new version of Siri" and says it's both more conversational and more capable than […]
- OpenAI Files Confidentially for IPO as AI Companies Rush to Wall St.
The company hopes to raise billions in a highly anticipated public offering that could unlock a new generation of tech industry wealth.
- Introducing the Third Generation of Apple’s Foundation Models
Our next generation of Apple Intelligence is centered around our users, integrated deeply into our operating systems, and powered by a bold new architecture with privacy at its core. At the heart of this architecture is our third generation of Apple Foundation Models (AFM), a family of five foundation models custom-built in collaboration with Google. These span from on-device models to server-based models running on Private Cloud Compute. Apple Foundation Models are built to unlock a wide range of helpful experiences for our users, like an entirely new Siri and intelligent tools that make…
Score: 85🤖 ModelsJun 8, 2026https://machinelearning.apple.com/research/introducing-third-generation-of-apple-foundation-models - Sophia Genetics, Memorial Sloan Kettering sign strategic collab for AI-powered precision oncology hub
The goal of the partnership is to build a precision medicine hub for cancer patients around the globe using MSK’s clinical data and Sophia Genetics’ AI platform.
- Moonshot AI eyes US$30 billion valuation as China’s AI race intensifies
Moonshot AI, the developer of China’s popular Kimi chatbot, is seeking to raise between US$1 billion and US$2 billion in a new funding round that could value the company at as much as US$30 billion, according to a person familiar with the matter, as competition among the country’s leading artificial intelligence developers intensifies. The Beijing-based company was targeting a valuation roughly 50 per cent higher than the US$20 billion it achieved in its previous financing round, completed in...
- DeepSeek close to sealing $7 billion funding in historic AI deal
Chinese AI startup DeepSeek is nearing a massive $7.4 billion funding round, with tech giants Tencent and CATL leading the investment. DeepSeek’s fundraising would mark a new level of ambition from China’s AI leaders as they seek to compete with their American counterparts in the field.
- NHS prescribes half a million Copilot licenses for its paperwork headache
After a trial claimed chatbot saved staff 43 minutes a day, NHS England has decided it's time to supersize the experiment
- Robots drive $10B Amazon investment for European fulfillment centers
Amazon has deployed 1 million robots, mostly in the United States. Now it is investing heavily to expand robot use across fulfillment centers in Europe. The post Robots drive $10B Amazon investment for European fulfillment centers appeared first on FreightWaves .
Score: 78🌐 MovesJun 8, 2026https://www.freightwaves.com/news/robots-drive-10b-amazon-investment-for-european-fulfillment-centers - Apple is adding Apple Intelligence across its default apps
Apple Intelligence will soon be able to watch browser tabs and update passwords.
Score: 78🌐 MovesJun 8, 2026https://www.engadget.com/2189789/apple-is-adding-apple-intelligence-across-its-default-apps/ - New AI-Designed Universal Vaccine — What It Could Mean for Future Pandemics Before They Begin
Learn about a new vaccine technology that uses a “super-antigen” to protect against thousands of virus variants, from SARS-CoV-2 to Ebola, and beyond.
- UK gets $1.5bn AI Hardware Plan, and a big-coalition sovereign model plan too
Britain plans to build another "AI supercomputer", while training a sovereign model backed by HSBC and BAE on the existing Isambard.
Score: 78🌐 MovesJun 8, 2026https://www.thestack.technology/uk-ai-hardware-plan-sovereign-model-coaliton/ - Bringing the latest Gemini models to Apple developers
A phone with text "Planning itinerary for Hamburg...". Next to the phone is text "Giving Apple developers more seamless access to Google Gemini"
- Kimi reaches $30 billion valuation after sixfold increase in half a year
Moonshot AI, the developer of the AI assistant Kimi, has launched a new fundraising round at a pre-money valuation of $30 billion, representing a significant increase from the previous month. On May 6, reports suggested that the company was nearing completion of a $2 billion funding round that would value it at more than $20 […]
Score: 78💰 MoneyJun 8, 2026https://technode.com/2026/06/08/kimi-reaches-30-billion-valuation-after-sixfold-increase-in-half-a-year/ - UK AI start-up PhysicsX hits $2.4bn valuation following Temasek-led deal
London-based group raises $300mn to become one of the UK’s most valuable AI groups
- Applied Digital signs $5.2 billion AI data center lease with U.S. hyperscaler
Applied Digital signs $5.2 billion AI data center lease with U.S. hyperscaler Reuters
- NHS England accelerates AI adoption with Microsoft 365 Copilot to improve service delivery, reduce costs and create more time for care
The post NHS England accelerates AI adoption with Microsoft 365 Copilot to improve service delivery, reduce costs and create more time for care appeared first on Source .
- Stepful banks $55M to scale AI-powered medical training to boost the workforce pipeline
The company currently works with more than 35 major healthcare systems and has graduated over 32,000 practice-ready healthcare workers since its founding.
- Power, Not Chips, Is Now AI's Biggest Constraint: NASDAQ Firm Backs $1B Infrastructure Buildout
Power, Not Chips, Is Now AI's Biggest Constraint: NASDAQ Firm Backs $1B Infrastructure Buildout azcentral.com and The Arizona Republic
- What a new foundation model could mean for MRI data and brain health
What a new foundation model could mean for MRI data and brain health Healthcare IT News
Score: 76🌐 MovesJun 8, 2026https://www.healthcareitnews.com/video/what-new-foundation-model-could-mean-mri-data-and-brain-health - Core42 to accelerate US, Europe AI infrastructure push after securing $550m HSBC financing
Core42 to accelerate US, Europe AI infrastructure push after securing $550m HSBC financing
- Microsoft AI Introduces MAI-Transcribe-1.5: 2.4% WER on Artificial Analysis, Best-in-Class FLEURS Accuracy, and Up to 5x Faster Long-Audio Transcription
Microsoft AI Introduces MAI-Transcribe-1.5: 2.4% WER on Artificial Analysis, Best-in-Class FLEURS Accuracy, and Up to 5x Faster Long-Audio Transcription MarkTechPost
- Behind SoftBank’s Multi-Billion Dollar Bet On OpenAI
After a four year gap, billionaire Masayoshi Son reclaims the title of Japan’s richest person as his SoftBank Group’s shares more than tripled, boosting his net worth to a record $80 billion.
Score: 76🌐 MovesJun 8, 2026https://www.forbes.com/sites/anuraghunathan/2026/06/08/behind-softbanks-multi-billion-dollar-bet-on-openai/ - Trump Eyes a Piece of A.I. Giants
The president has publicly weighed the government taking stakes in artificial intelligence giants, as his position on regulating the industry shifts.
Score: 76🌐 MovesJun 8, 2026https://www.nytimes.com/2026/06/08/business/dealbook/trump-ai-stakes.html - Intel rises sharply on report of AI chipmaking deal with tech titan
Google placed an order for 3 million of its AI chips from Intel in 2028, The Information reports.
Score: 76🌐 MovesJun 8, 2026https://www.bizjournals.com/phoenix/news/2026/06/08/intel-stock-google-tensor-tpu.html?ana=brss_6150 - NVIDIA and LG Group Build an AI Factory to Advance Physical AI, Mobility and AI Infrastructure
NVIDIA and LG Group are building an AI factory to accelerate LG Group’s next wave of AI-driven businesses, spanning robotics, autonomous driving, data center technologies and GPU cloud services. The AI factory will provide LG Group with accelerated computing infrastructure to train, simulate, validate and deploy AI-based applications across its key businesses. The collaboration brings […]
- Introducing FrontierCode
Can models write good code? Introducing FrontierCode, a new benchmark for code generation.
- PhysicsX’s $300M Series C signals growing VC bet on industrial AI
PhysicsX’s $300M Series C signals growing VC bet on industrial AI PitchBook
Score: 74💰 MoneyJun 8, 2026https://pitchbook.com/news/articles/physicsxs-300m-series-c-signals-growing-vc-bet-on-industrial-ai - UK sets out $1.5 billion AI hardware plan with supercomputer, chip funding
UK sets out $1.5 billion AI hardware plan with supercomputer, chip funding Reuters
- ChatGPT Memory Just Got 5x Smarter: Inside OpenAI's Dreaming V3 Upgrade
OpenAI's ChatGPT memory gets 5x smarter with Dreaming V3 upgrade
Score: 72🌐 MovesJun 8, 2026https://opentools.ai/news/chatgpt-memory-just-got-5x-smarter-inside-openai-s-dreaming-v3-upgrade - Pentagon says Alibaba, Baidu, BYD, and Unitree support China’s military
The Trump administration released the updated version of the list four months ago and then quickly pulled it without explaining why
Score: 72🌐 MovesJun 8, 2026https://techcrunch.com/2026/06/08/pentagon-says-alibaba-baidu-byd-and-unitree-support-chinas-military/ - ElevenLabs partners with the UK Government to bring voice AI to public services, as it expands London HQ
ElevenLabs partners with UK Government to bring voice AI to public services and expands London HQ.
- Nvidia Strikes Deals With Korean Tech Titans for AI Infrastructure Buildout
Nvidia is teaming up with leading South Korean technology companies to build large-scale artificial-intelligence infrastructure in Asia, seeking to solidify its data-center footprint and expand its AI ecosystem.
- Anthropic Urges Industry Coordination to Allow for a ‘Pause’ in AI Development if Risks Grow
The proposed coordination would let advanced AI labs verify that global rivals have actually stopped or slowed their work. The post Anthropic Urges Industry Coordination to Allow for a ‘Pause’ in AI Development if Risks Grow appeared first on SecurityWeek .
- Apple's Private AI Will Run on Google's Servers
Apple today said it is expanding Private Cloud Compute (PCC) beyond its data centers, partnering with Google and NVIDIA to run Apple Intelligence workloads on Google Cloud. Private Cloud Compute is Apple's cloud intelligence system for private AI processing, used to keep Apple Intelligence requests secure while handling processing in the cloud. PCC has been limited to Apple silicon servers in Apple data centers, but Apple is now relying on Google servers to handle some Apple Intelligence processing. Apple partnered with Google to use the technologies behind Google's Gemini AI models for its own Apple Foundation Models. While some processing is done on-device, agentic tool use and complex reasoning require cloud processing. Apple says it worked with Google and NVIDIA to extend its PCC infrastructure to Google Cloud systems that run NVIDIA GPUs without compromising privacy and security protections. Our core PCC requirements remain exactly the same: stateless computation, enforceable guarantees, no privileged runtime access, non-targetability, and verifiable transparency. What's new with PCC on Google Cloud is the implementation: NVIDIA Confidential Computing with NVIDIA GPUs, Intel CPUs with TDX, and Google's Titan chip. All server components and software are part of a trusted computing base subject to verifiable transparency and no-privileged-access guarantees, plus Apple has a cryptographically verifiable ledger of all Google Cloud hardware that is part of the PCC fleet to mitigate the risk of supply chain attacks. PCC on Google Cloud also uses many of the same architectural security patterns as PCC on Apple silicon. Apple says the efforts it has made to bring PCC to Google Cloud will mean user data continues to be protected by PCC's security and privacy properties even outside of Apple hardware and data centers. Apple maintains control over PCC software and Apple devices will only trust PCC software cryptographically approved by Apple. PCC on Google Cloud is not fully implemented, and Apple plans to gradually add the full set of protections throughout the beta testing process. PCC on Google Cloud binaries will be available for public inspection. Apple plans to provide public research tooling and access to live PCC nodes in research mode through its Apple Security Bounty Program. Tag: Google This article, " Apple's Private AI Will Run on Google's Servers " first appeared on MacRumors.com Discuss this article in our forums
- Schneider Electric progresses phased-delivery of over $290M in AI Infrastructure Solutions, including Motivair technologies, at TeraWulf’s Google-Backed Lake Mariner Campus
TeraWulf's 750 MW Lake Mariner data center campus leverages Schneider...
- Banks lay groundwork for mass workforce cuts as AI takes hold
Banks lay groundwork for mass workforce cuts as AI takes hold The Straits Times
Score: 68🌐 MovesJun 8, 2026https://www.straitstimes.com/business/banking/banks-lay-groundwork-for-mass-workforce-cuts-as-ai-takes-hold - Japan to launch AI-run bioscience lab for 24-hour research
Japan to launch AI-run bioscience lab for 24-hour research Nikkei Asia
Score: 68🌐 MovesJun 8, 2026https://asia.nikkei.com/business/science/japan-to-launch-ai-run-bioscience-lab-for-24-hour-research - Milestone: Ascend 910C Completes Full-Parameter Post-Training of 1.6 Trillion Parameter Model, Domestic AI Computing Crosses Key Threshold
Shenzhen Hetao College, in collaboration with Harbin Institute of Technology (Shenzhen), the Shenzhen Big Data Research Institute, and Huawei, has achieved a landmark breakthrough in domestic AI computing. The consortium successfully completed ful...
- Read Sam Altman's plan for OpenAI as it enters its 'third phase'
Read Sam Altman's plan for OpenAI as it enters its 'third phase' Business Insider
Score: 68🌐 MovesJun 8, 2026https://www.businessinsider.com/sam-altman-openai-third-phase-plan-2026-6 - DeepSeek V4 forces rivals to slash prices, rattling China’s cloud providers
Chinese artificial intelligence developers are rapidly overhauling their pricing strategies as DeepSeek’s ultra-cheap V4 models trigger a new round of competition, forcing rivals to rethink how they monetise AI in a cutthroat domestic market. Smartphone and electric-vehicle maker Xiaomi has emerged as one of the latest companies to respond, slashing application programming interface (API) costs for its MiMo-V2.5 model by as much as 99 per cent from previous levels. Usage of Xiaomi’s MiMo-V2.5...
- Anthropic’s Mythos AI Reportedly Enters NSA Offensive Cyber Planning
Anthropic engineers are reportedly helping the NSA use Claude Mythos for cyber operations despite the Pentagon’s supply-chain risk label. The post Anthropic’s Mythos AI Reportedly Enters NSA Offensive Cyber Planning appeared first on TechRepublic .
Score: 68🌐 MovesJun 8, 2026https://www.techrepublic.com/article/news-anthropic-nsa-mythos-ai-cyber-operations/ - Xiaomi MiMo and TileRT Push a 1-Trillion-Parameter Model Past 1000 Tokens Per Second on Commodity GPUs
Xiaomi MiMo and TileRT Push a 1-Trillion-Parameter Model Past 1000 Tokens Per Second on Commodity GPUs MarkTechPost
- California Governor Issues Executive Order to Prep Workers, Businesses for AI Disruption
California Gov. Gavin Newsom issued an executive order to attempt to deal with the impacts of artificial intelligence on workers and businesses. The order directs the state to explore policies that include severance standards, employment insurance and transition support for …
Score: 66🌐 MovesJun 8, 2026https://www.insurancejournal.com/magazines/mag-features/2026/06/08/872570.htm - Trump memo pushes national security agencies to move faster on AI
The directive calls for deeper partnerships with AI companies while directing agencies to guard frontier models and the data centers that power them from foreign adversaries.
- SpaceX IPO Forces Investors to Bet on Musk’s Entangled AI Empire
The boundaries between Elon Musk’s companies are growing increasingly blurred through shared capital, talent and infrastructure. Investors must decide what that ecosystem is worth.
- Democrats Unveil Flood of AI Proposals in Potential Challenge to Tech Giants
Sen. Adam Schiff and other lawmakers seek oversight of the Pentagon’s AI use.
- AMD is committing £2 billion to power U.K. AI supercomputers and research
The chipmaker's five-year pledge includes new AI supercomputers at Cambridge and partnerships with Imperial College London
- Google AI CEO Demis Hassabis on AGI: Humans only have a few years left to prepare
Google DeepMind CEO Demis Hassabis warns humanity is on the cusp of Artificial General Intelligence, potentially within four years, urging immediate preparation. He views current AI agents as a societal stress test and highlights the risks of recursive self-improvement. Hassabis also criticized tech companies for laying off engineers, advocating for increased productivity instead.
- GitLab Cuts 14% of Staff in AI Pivot Despite Record 264 Million Revenue
GitLab cuts 14% of staff in AI pivot despite record revenue
Score: 65🌐 MovesJun 8, 2026https://opentools.ai/news/gitlab-cuts-14-percent-staff-ai-pivot-record-revenue - 젠슨 황 ‘삼겹살 회동’이후…SK·LG·네이버, 엔비디아와 AI 인프라 협력 일제히 공개
지난해 10월 삼성전자 이재용 회장과 현대자동차그룹 정의선 회장의 ‘치맥 회동’이 산업계 화제를 모았다면, 이번 삼겹살 회동 역시 AI 시대를 이끌 국내 기업과 엔비디아 수장의 만남이라는 점에서 주목을 받았다. 그리고 8일, 회동에 참석했던 SK그룹·LG그룹·네이버는 각각 엔비디아와의 구체적인 협력 계획과 성과를 일제히 공개했다. SK-엔비디아 협력, HBM에서 AI 인프라 전 영역으로 확대 SK그룹은 이번 협력을 계기로 SK하이닉스의 HBM(고대역폭메모리) 공급 등 AI 반도체 분야에 집중됐던 엔비디아와의 협력 범위를 AI 인프라 전반으로 넓혔다고 밝혔다 . 통신사 SK텔레콤은 엔비디아와 함께 칩부터 데이터센터, 소프트웨어, 운영까지 아우르는 ‘풀스택 AI 클라우드’ 구축에 나선다. 양사는 AI 연산에 특화된 데이터센터인 AI 팩토리를 한국에서 먼저 구축한 뒤, 이를 단계적으로 기가와트(GW)급 규모로 확대하고 장기적으로 아시아 전역으로 사업을 확장할 계획이다. 첫 AI 팩토리는 2027년 국내에서 가동될 예정이며, 향후 한국을 넘어 아시아 AI 인프라의 핵심 거점으로 발전시킨다는 구상이다. 양사의 협력 범위는 데이터센터 구축뿐 아니라 AI 클라우드 서비스 영역까지 이어진다. SK텔레콤은 엔비디아의 글로벌 파트너 프로그램인 ‘엔비디아 클라우드 파트너(NCP)’에 합류해 최신 AI 인프라를 기반으로 학습과 추론 서비스를 제공할 예정이다. 엔비디아의 블랙웰 GPU는 물론 차세대 플랫폼인 베라 루빈까지 순차적으로 도입해 AI 클라우드 경쟁력을 확보한다는 전략이다. 특히 SK그룹은 SK하이닉스의 HBM 경쟁력을 바탕으로 AI 인프라 시장 공략에 나선다. 엔비디아가 세계 최고 수준의 AI 컴퓨팅 플랫폼을 제공한다면, SK는 메모리와 통신, 데이터센터 운영 역량을 결합해 AI 팩토리 구축과 운영을 담당하는 구조다. 양사는 GPU·메모리·에너지 효율 문제를 공동으로 해결하면서 AI 인프라 구축 비용을 낮추고 성능을 극대화하는 데 집중할 계획이다. 연구개발(R&D)과 피지컬 AI 분야 역시 주요 협력 대상이다. 양사는 차세대 AI 팩토리 아키텍처 개발을 위한 공동 연구를 추진하며, GPU와 메모리의 성능을 함께 최적화하는 새로운 컴퓨팅 구조를 연구할 공동 협의체도 구성할 예정이다. 피지컬 AI 분야에서는 SK텔레콤이 엔비디아 옴니버스 기반의 디지털 트윈 기술을 SK하이닉스 반도체 공정에 적용하고 있으며, 엔비디아의 로보틱스 플랫폼인 코스모스와 아이작 그루트를 활용해 로봇 시뮬레이션 및 학습 플랫폼도 고도화하고 있다. LG, 제조 데이터와 엔비디아 컴퓨팅 결합해 자율 제조 추진 LG그룹은 이번 엔비디아와의 협력을 통해 그룹 차원의 AI 전략을 구체화했다. 단순히 특정 계열사가 기술 협력을 맺는 수준을 넘어 LG전자, LG CNS, LG유플러스, LG이노텍, LG에너지솔루션, LG AI연구원 등이 참여하는 ‘원LG(One LG)’ 체제로 AI 생태계 전반에 걸친 협력에 나선다는 점이 특징이다. 양사는 8일 구광모 LG 그룹 대표와 젠슨 황 엔비디아 CEO가 참석한 가운데 최고경영진 회의를 열고 피지컬 AI, AI 인프라(AIDC), 모빌리티 분야를 중심으로 중장기 협력 확대 방안을 논의했다 . 먼저 피지컬 AI 분야에서 공동 개발에 나선다. 양사는 엔비디아의 휴머노이드 AI 플랫폼인 ‘아이작 그루트(Isaac GR00T)’ 생태계를 기반으로 레퍼런스 로봇을 공동 개발한다. LG전자는 휴머노이드와 물류 로봇 분야에서 엔비디아의 아이작(Isaac), 그루트(GR00T), 코스모스(Cosmos) 플랫폼을 활용해 데이터 구축부터 시뮬레이션, 학습, 행동 제어까지 로봇 개발 전 주기를 고도화할 계획이다. LG이노텍은 로봇의 ‘눈’ 역할을 담당한다. 엔비디아 AI 칩 아키텍처에 최적화된 고성능 센싱 모듈과 광학 부품을 개발해 로봇과 자율 시스템의 인지 성능을 높일 예정이다. LG CNS 역시 산업 현장용 로봇 플랫폼인 ‘피지컬웍스(PhysicalWorks)’에 엔비디아 로보틱스 기술을 접목해 제조·물류 현장의 AI 전환을 가속화할 예정이다. 제조 혁신 분야에서도 협력이 확대된다. LG는 전 세계 생산 현장에서 축적한 제조 데이터와 운영 노하우를 제공하고, 엔비디아는 AI 컴퓨팅과 디지털 트윈 기술을 지원한다. 양사는 원재료 조달부터 생산·물류·고객 전달까지 전 과정을 AI가 실시간으로 연결하는 자율 제조 생태계를 구축하고 이를 글로벌 스마트팩토리의 새로운 표준으로 발전시킨다는 구상이다. AI 인프라 분야에서는 엔비디아 DSX AI 팩토리 플랫폼이 활용된다. LG전자는 데이터센터 냉각 핵심 장비인 냉각수 분배장치(CDU), 콜드플레이트, 액침 냉각 기술 등 차세대 액체 냉각 솔루션에 대한 인증 협력을 추진한다. 또한 엔비디아 DSX 레퍼런스 디자인에 맞춘 프리패브(Prefab) 방식의 모듈형 데이터센터 설계 기술도 공동 개발할 계획이다. LG유플러스와 LG CNS는 엔비디아의 DSX AI 팩토리 아키텍처를 적용한 차세대 AI 데이터센터 구축에 나선다. 확장성과 에너지 효율을 높인 AI 팩토리를 통해 국내 AI 인프라 경쟁력을 강화한다는 전략이다. LG에너지솔루션 역시 데이터센터 전력 수요 증가에 대응하기 위해 엔비디아와 800V 직류(DC) 기반 전력 공급 솔루션 협력을 논의하고 있다. AI 데이터센터 시대를 겨냥해 배터리와 에너지 저장장치(BESS) 시장 공략에도 나선다는 계획이다. 모빌리티 분야 협력도 강화된다. LG전자는 차량용 인포테인먼트(IVI) 기술에 엔비디아의 자율주행 플랫폼 ‘드라이브 하이페리온(DRIVE Hyperion)’을 결합해 차세대 ADAS(첨단운전자보조시스템)와 SDV(소프트웨어 중심 차량) 기술을 고도화한다. LG이노텍 역시 차량용 통신 모듈과 센싱 솔루션, 조명 시스템 등을 엔비디아 플랫폼에 최적화해 차세대 자동차 전장 사업 경쟁력을 높일 계획이다. AI 모델 분야에서는 LG AI연구원이 엔비디아와의 협력을 확대한다. LG의 자체 LLM인 ‘엑사원(EXAONE)’ 개발 과정에 엔비디아의 최신 블랙웰 GPU와 네모(NeMo) 프레임워크, TensorRT-LLM을 적용해 학습 효율과 추론 성능을 높인다. 또한 엔비디아의 개방형 AI 모델인 네모트론(Nemotron) 데이터셋을 활용해 데이터 품질을 높이고 글로벌 수준의 소버린 AI 경쟁력을 확보한다는 계획이다. 네이버, 2027년 55MW 가동…유럽·중동까지 단계적 확장 네이버는 이번 협력을 계기로 글로벌 AI 인프라 사업자로의 도약에 나선다. 8일 네이버 사옥을 찾은 젠슨 황 엔비디아 CEO는 이해진 네이버 이사회 의장과 만나 AI 인프라 사업의 구체적인 로드맵과 글로벌 시장 진출 전략을 논의했다. 이번 협력은 수요 발굴부터 투자, 인프라 구축, 운영까지 전 과정에 걸쳐 양사가 함께 참여하는 형태다. 특히 네이버는 사업 리스크와 성과를 엔비디아와 공유하는 파트너로 참여한다. 양사가 제시한 목표는 기가와트(GW)급 AI 팩토리 구축이다. 네이버 설명에 따르면, 1GW는 네이버의 하이퍼스케일 데이터센터 ‘각 세종’ 최대 용량의 약 4배에 달하는 규모다. 네이버에 따르면 , 이는 엔비디아 최신 GPU 수십만 장을 동시에 수용할 수 있는 초대형 AI 인프라에 해당한다. 사업은 단계적으로 진행된다. 우선 네이버는 2027년 상반기 55MW 규모의 AI 팩토리를 가동한 뒤 같은 해 안에 100MW, 2028년에는 200MW 규모까지 확대할 계획이다. 이후 아시아·태평양 지역을 넘어 유럽과 중동까지 인프라를 확장해 궁극적으로 GW급 규모를 달성한다는 구상이다. 기술 협력도 전방위적으로 이뤄진다. 네이버의 데이터센터 운영 기술과 GPU 클러스터 관리 역량은 엔비디아의 차세대 AI 인프라 플랫폼인 DSX와 결합된다. 양사는 이를 통해 데이터센터 운영 효율을 높이고 전력 소비를 최적화하는 동시에 AI 서비스 제공 비용을 낮춘다는 전략이다. AI 모델 분야에서도 협력이 확대된다. 네이버는 최근 커서(Cursor), 미스트랄AI, 퍼플렉시티 등 글로벌 AI 기업들과 함께 ‘엔비디아 네모트론 연합’에 합류했다. 이를 기반으로 엔비디아의 개방형 AI 모델 생태계와 네이버의 자체 데이터, 학습 노하우를 결합해 하이퍼클로바X의 성능을 끌어올리고 글로벌 경쟁력을 확보할 계획이다. 공간 AI 분야에서도 관련 사업이 추진된다. 두 기업은 엔비디아의 월드 파운데이션 모델인 ‘코스모스(Cosmos)’와 네이버가 보유한 거리뷰, 지도, 공간 데이터 등을 결합해 ‘서울 월드 모델’ 구축을 추진한다. 이는 실제 도시를 디지털 공간에 정밀하게 구현하는 프로젝트로, 향후 자율주행과 로보틱스, 스마트시티 분야의 핵심 인프라로 활용될 수 있다. jihyun.lee@foundryco.com