Nvidia’s payment date for its equity investment in Naver moved from October 30 to November 6, with new-share listing shifted from November 20 to 27. Naver’s $9 billion computing-infrastructure agreement with Brookfield satisfied a prerequisite. Nvidia’s $1 billion investment is expected to yield about 4.54% of Naver, but the acquisition is not complete. Won-denominated proceeds and the share count remain provisional until the November 3 exchange-rate calculation. Naver Cloud’s services for external AI-compute customers also depend on phased construction; satisfied conditions, actual payment and operating capacity are distinct milestones.