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

Product UpdatebullishImpact75

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This substantial investment significantly boosts AI compute capacity, supporting the development of advanced AI models and services in South Korea.

NAVER, Brookfield, and NVIDIA are expanding Korea's sovereign AI factory infrastructure, increasing the NVIDIA DSX AI factory deployment from 55MW to 200MW. Brookfield will fund up to $9 billion, NVIDIA $1 billion, and NAVER the remainder for the $10 billion project. This expansion aims to provide AI innovators with production-scale compute for next-generation models and services.

Score75

Score Rationale

bullish

Significant expansion of AI factory infrastructure with major partners and investment.

Bullish

  • 200MW AI factory expansion with major partners.
  • Significant capital investment of $10 billion.
  • Strengthens NVIDIA's AI platform deployment.
  • Supports sovereign AI ecosystem development in Korea.

Bearish

  • Project is a long-term buildout.
  • Relies on continued partnership success.
  • NAVER, Brookfield, and NVIDIA announced expansion.
  • Initial deployment increases from 55MW to 200MW.
  • Brookfield funds up to $9B, NVIDIA $1B.
  • Total project cost is $10 billion.
  1. Progress on the 200MW buildout.
  2. Adoption by Korean and US AI innovators.
  3. NAVER's AI agent platform launch.
  4. NVIDIA's continued role in the ecosystem.
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AI Infrastructure Market Context

SectorTechnology-1.44%
IndustrySemiconductors & Semiconductor Equipment
Themeai_data_center
Sub-themeAI Infrastructure-2.27%
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Original Article

SAN FRANCISCO, July 25, 2026 /PRNewswire/ -- NAVER, Brookfield and NVIDIA announced an expansion of Korea's sovereign AI factory infrastructure. New investments will increase the initial NVIDIA DSX™ AI factory deployment from 55 megawatts to 200 megawatts.

Announced during Korea President Jae Myung Lee's AI Summit visit to San Francisco, the planned 200-megawatt expansion will be built with the NVIDIA DSX platform at NAVER's GAK Sejong hyperscale data center in Sejong, South Korea. The expanded infrastructure will provide Korea- and U.S.- based AI innovators with access to production-scale AI compute for building next-generation models, agents and AI-powered services.

Under the terms of the agreements, Brookfield will fund up to $9 billion as the exclusive capital partner, NVIDIA will invest $1 billion and NAVER will fund the remaining amount to finance the $10 billion project.

This builds on NAVER's June announcement to extend its GAK Sejong data center with NVIDIA DSX, with a long-term path to gigawatt-scale sovereign AI infrastructure serving Korea's enterprises, industries, government organizations and global AI cloud customers. Combining Brookfield's capital with NVIDIA's computing platform, the investment supports NAVER's AI factory deployment.

"NVIDIA's strategic investment and our infrastructure supply agreement with Brookfield have propelled NAVER's vision for the AI Factory business into a robust execution phase," said Haejin Lee, Founder and Chairman of NAVER. "Leveraging the solid partnerships with our global partners, we will drive technological innovation, foster a sovereign AI ecosystem, and spearhead efforts to strengthen South Korea's AI competitiveness." 

AI Factory Expansion and Open Model Collaboration to Fuel AI Innovators

NAVER, as an NVIDIA Cloud Partner, provides deep expertise in operating hyperscale infrastructure powered by the full-stack NVIDIA AI platform. The 200-megawatt AI factory, featuring NVIDIA Vera Rubin and Blackwell platforms, will establish a dedicated resource pool for emerging AI companies, providing the compute, software and support needed to develop and deploy competitive AI models and applications at scale.

This expanded infrastructure also builds on NAVER and NVIDIA's collaboration on open model development for agentic and physical AI. NAVER is advancing its HyperCLOVA X models to be based on NVIDIA Nemotron™ 3 Ultra open models with its proprietary data and training expertise. NAVER is also the first Korean company to join the NVIDIA Nemotron Coalition, contributing to open model development across pretraining, post-training and reinforcement learning.

NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw™ blueprints. NAVER is also developing a Seoul World Model using proprietary urban street-view and spatial modeling data, built on NVIDIA Cosmos™ world foundation models.

About NAVER

Founded in 1999, NAVER is Korea's largest Internet company and one of the world's top tech companies. Leading cutting-edge technologies, NAVER operates the No.1 search engine in Korea and holds various business portfolios encompassing commerce, fintech, cloud, AI and robotics.

NAVER recorded sales of KRW 12.04 trillion (USD 8.18 billion) in 2025. TEAM NAVER continues to enhance its business portfolio and expand its global presence across Japan, North America, and Europe, while pursuing innovation through continuous research and development in future technologies.

SOURCE NAVER