NAVER, NVIDIA and Brookfield to Expand Korea's National AI Factory Infrastructure Buildout

NAVER, NVIDIA and Brookfield announced a proposed expansion of Korea's sovereign AI factory infrastructure on Thursday, planning investments to grow an initial NVIDIA DSX AI factory deployment to 200 megawatts by 2028. The announcement was made during South Korea President Jae Myung Lee's AI Summit visit to San Francisco. The expanded infrastructure will be built with the NVIDIA DSX platform at NAVER's GAK Sejong hyperscale data center in Sejong, South Korea. NVIDIA plans to invest $1 billion into NAVER Corp. Brookfield has entered into a nonbinding term sheet to fund up to $9 billion, and NAVER will fund the remaining amounts. NVIDIA's planned investment is subject to customary closing conditions and NAVER finalizing at least $9 billion of committed financing for the project separate from NVIDIA's investment. The 200-megawatt AI factory is expected to feature advanced NVIDIA AI infrastructure including the NVIDIA Vera Rubin and NVIDIA Blackwell platforms. NAVER intends to expand its deployment of NVIDIA AI infrastructure to 1 gigawatt. The expansion builds on a June announcement in which NAVER committed to extending its GAK Sejong data center with NVIDIA DSX with a long-term path to gigawatt-scale sovereign AI infrastructure.