NAVER, NVIDIA and Brookfield plan to expand Korea AI factory to 200 megawatts by 2028

M&A · PartnershipProduct / Tech Impact 4
โดย GlobeNewswire·Read original
Summary · why it matters

NAVER, NVIDIA and Brookfield announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA DSX AI factory deployment to 200 megawatts by 2028, more than tripling the 55-megawatt buildout announced last month. NVIDIA plans to invest $1 billion into NAVER Corp., while Brookfield plans to fund up to $9 billion for AI infrastructure, with NAVER funding the remaining amounts. The expanded infrastructure will be built at NAVER's GAK Sejong hyperscale data center in Sejong, South Korea, and is part of NAVER's long-term path toward gigawatt-scale sovereign AI infrastructure. The facility will feature advanced NVIDIA AI infrastructure including the Vera Rubin and Blackwell platforms and aims to provide production-scale AI compute for Korea- and U.S.-based AI innovators.

Impact on stocks 3

Cloud & Digital Infrastructure▲ · 1 stocks
Naver Corporation
035420
▲ PositiveCapitalrelevance

NVIDIA plans to invest $1 billion into NAVER, and NAVER is expanding its AI data center with significant funding.

Artificial Intelligence▲ · 1 stocks
NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

NVIDIA's AI infrastructure (Vera Rubin, Blackwell) will be deployed in a major expansion, driving demand for its products.

Financials▲ · 1 stocks

Theme Impact 7

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