Korea’s planned AI factory to expand from 55MW to 200MW by 2028 with $1B NVIDIA and $9B Brookfield investments

1. Planned AI factory capacity at NAVER’s GAK Sejong will triple from 55MW to 200MW by 2028 Newsworthy Reliable Very positive
2. NVIDIA plans a $1 billion investment into NAVER, subject to customary closing conditions Newsworthy Plausible Neutral
3. Brookfield signed a nonbinding term sheet to provide up to $9 billion for project financing Newsworthy Plausible Neutral
4. NAVER aims to deploy 1 gigawatt of NVIDIA AI infrastructure long term Relevant Reliable Very positive
5. The expanded factory will feature NVIDIA Vera Rubin and Blackwell AI platforms for multi-tenant workloads Relevant Reliable Very positive
6. Funding depends on NAVER securing at least $9 billion in committed project financing beyond NVIDIA and Brookfield Relevant Reliable Neutral
7. The infrastructure buildout supports AI innovators both in Korea and the U.S. Relevant Reliable Positive
8. Brookfield manages approximately $100 billion in assets, including significant Korean infrastructure holdings Peripheral Reliable Positive

Type: standard news · Analysis confidence: 90%

Used in syntheses

• SK Hynix and Samsung commit $950B to US memory chip deals • Nvidia and SK Group launch $500B AI data center and memory tech partnership by 2027 • SK Telecom to build 2GW AI factory with Nvidia, SK Hynix memory • Marvell shares fall 34% amid Broadcom AI chip competition • Intel stock drops 8% despite Q2 earnings beat • FDA approves LYTENAVA for wet AMD • Nvidia CEO and Palantir urge US to preserve open-weight AI models • TSMC rated Buy for stable growth amid geopolitical risks