NAVER, NVIDIA, and Brookfield Announce Expansion of Korea's National AI Factory Infrastructure to 200 Megawatts by 2028

1. NAVER, NVIDIA, and Brookfield plan to expand Korea's AI factory infrastructure to 200 megawatts by 2028, tripling initial capacity Newsworthy Reliable Very positive
2. NVIDIA plans a $1 billion investment in NAVER, while Brookfield may provide up to $9 billion for the AI infrastructure project Newsworthy Reliable Very positive
3. NAVER aims to scale its NVIDIA DSX AI factory platform to a gigawatt-scale sovereign AI infrastructure Relevant Reliable Very positive
4. The expanded AI infrastructure will be built at NAVER's GAK Sejong hyperscale data center in Sejong, South Korea Relevant Reliable Neutral
5. The infrastructure will support AI innovators in Korea and the US with production-scale compute for next-generation AI models and services Newsworthy Reliable Very positive
6. The expansion announcement was made during Korean President Jae Myung Lee's AI Summit visit to San Francisco in July 2026 Relevant Reliable Positive
7. NAVER's chairman Haejin Lee emphasized strengthening South Korea's AI competitiveness through global partnerships and technological innovation Relevant Reliable Very positive

Type: press release · Analysis confidence: 95%

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