InvestmentJul 25, 2026, 01:12 AM
NVIDIA, NAVER, Brookfield to Invest $10B+ in AI Factory Expansion
AI Summary
NVIDIA, NAVER, and Brookfield announced a significant expansion of Korea's sovereign AI factory infrastructure, with planned investments exceeding $10 billion. The initial NVIDIA DSX AI factory at NAVER's GAK Sejong data center will expand from 55 megawatts to 200 megawatts by 2028, with NAVER aiming for 1 gigawatt long-term. NVIDIA plans to invest $1 billion, and Brookfield intends to fund up to $9 billion, with NAVER covering the rest. This collaboration aims to provide production-scale AI compute for innovators in Korea and the U.S.
Key Highlights
- NVIDIA, NAVER, and Brookfield plan over $10 billion investment in AI cloud infrastructure.
- NVIDIA DSX AI factory at GAK Sejong to expand from 55MW to 200MW by 2028.
- NAVER aims for 1 gigawatt sovereign AI infrastructure long-term.
- NVIDIA plans to invest $1 billion into NAVER Corp.
- Brookfield to fund up to $9 billion for the project.
- Expanded infrastructure will feature NVIDIA Vera Rubin and Blackwell platforms.
- NAVER to base HyperCLOVA X models on NVIDIA Nemotron 3 Ultra open models.
Price Impact
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