NAVER, NVIDIA and Brookfield Plan $10 Billion Korea AI Factory Expansion
NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER's GAK Sejong AI factory from 55 MW to 200 MW by 2028. The financing plan includes up to $9 billion from Brookfield and a planned $1 billion NVIDIA investment, subject to conditions. The partners say the facility will use NVIDIA's DSX platform and serve AI developers in Korea and the United States.
NAVER, NVIDIA and Brookfield announced a proposed expansion of NAVER's sovereign AI infrastructure in South Korea, increasing the planned NVIDIA DSX deployment at the GAK Sejong data center from 55 megawatts to 200 megawatts by 2028.
Financing and conditions
The joint announcement describes a financing plan for a $10 billion project. Brookfield has entered a nonbinding term sheet to provide up to $9 billion as the exclusive capital partner, while NVIDIA plans to invest $1 billion. NAVER would fund any remaining amount.
NVIDIA's investment is not presented as an unconditional completed transaction. The company says it remains subject to customary closing conditions and NAVER securing at least $9 billion of committed financing separately from NVIDIA's planned investment. Yonhap independently reported the announced $10 billion investment commitment and Brookfield's planned contribution.
That distinction matters: the partners have announced a material expansion and financing structure, but construction, financing close, and capacity delivery still have milestones ahead.
What the expanded facility would provide
The 200 MW buildout is planned for NAVER's hyperscale GAK Sejong data center and would use NVIDIA's DSX architecture. The partners say the facility is intended to provide production-scale compute for companies building AI models, agents, and AI-enabled services in Korea and the United States.
The proposed system is expected to include NVIDIA Vera Rubin and Blackwell infrastructure. NAVER also says it is working with NVIDIA on HyperCLOVA X, Nemotron-based open-model development, an AI agent platform, and a Seoul world model built with NVIDIA Cosmos technology.
Why the expansion matters
For infrastructure teams, the announcement combines three distinct pieces: NAVER's data-center operations, NVIDIA's accelerated-computing stack, and Brookfield's infrastructure capital. Expanding from 55 MW to 200 MW would more than triple the initially announced capacity and move the project closer to NAVER's longer-term goal of gigawatt-scale infrastructure.
The announcement does not provide operating benchmarks, customer commitments, power-efficiency results, or a completed deployment schedule beyond the 2028 capacity target. Those are the practical signals to watch as the partners move from financing plans to construction and production availability.
Key Points
- 1The partners plan to expand NAVER's GAK Sejong AI factory from 55 MW to 200 MW by 2028.
- 2Brookfield may provide up to $9 billion and NVIDIA plans a $1 billion investment, with conditions still attached.
- 3The proposed DSX deployment would use Vera Rubin and Blackwell infrastructure for production-scale AI workloads.
Scoring Rationale
A planned 200 MW deployment and $10 billion financing structure would materially expand sovereign AI compute capacity in South Korea. The score is tempered because financing and construction remain conditional and the announcement provides no production benchmarks or customer utilization data.
Sources
Primary source and supporting public references used for this report.
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