NAVER, NVIDIA, and Brookfield Triple Korea's AI Factory to 200MW in $10B Deal
Summary: NAVER, NVIDIA, and Brookfield Asset Management are tripling Korea's sovereign AI factory capacity, with a $10 billion expansion that moves the Sejong GAK campus from 55MW to 200MW by 2028.
Key Facts
- Brookfield commits up to $9B (non-binding term sheet), NVIDIA invests $1B; NAVER funds the remainder of the $10B project
- Capacity roadmap: 55MW (current) → 100MW (late 2026) → 200MW (2028) → 1GW (long-term goal)
- Infrastructure built on the NVIDIA DSX full-stack platform; open to Korean and US AI innovators for model training and agent development
- NAVER plans to use the facility for next-generation HyperCLOVA X and world model development
Why It Matters
This deal reflects a broader shift from cloud renting to owning sovereign compute. Korea is betting that frontier-scale domestic AI infrastructure — built on NVIDIA silicon but controlled nationally — delivers meaningful advantages in data residency, model localization, and regulatory independence. Brookfield's entry also signals that institutional capital views AI infrastructure as a long-duration asset class, not a speculative play.
More
- NAVER, NVIDIA and Brookfield — Official Announcement — NVIDIA Newsroom
- Korea Triples AI Factory to 200MW — TechTimes