Summary
On July 25, 2026, NAVER, NVIDIA and Brookfield announced plans to expand Korea's national AI factory from 55MW to 200MW at NAVER's GAK Sejong data center, a roughly $10 billion project targeted for completion by 2028. Brookfield will fund up to $9 billion as exclusive capital partner, NVIDIA will invest $1 billion, and the site will run NVIDIA Vera Rubin and Blackwell platforms, with NAVER aiming to reach 1GW of NVIDIA infrastructure over time.
What changed
The partners announced on 2026-07-25 a plan to grow the initial NVIDIA DSX AI factory deployment from 55MW to 200MW at GAK Sejong, funded as a ~$10B project (Brookfield up to $9B, NVIDIA $1B, NAVER the remainder), targeting 2028 completion. The factory will feature NVIDIA Vera Rubin and Blackwell systems and carve out a dedicated resource pool for emerging AI companies, part of NAVER's path toward 1GW.
Why it matters
The buildout is a concrete step in the sovereign-compute trend, giving Korea- and US-based AI innovators production-scale capacity for training models and running agents without depending on hyperscaler regions. The financing structure, with an infrastructure investor underwriting most of the capex, signals how AI-factory economics are being funded at national scale.
Evidence excerpt
New investments will increase the initial NVIDIA DSX AI factory deployment from 55 megawatts to 200 megawatts at NAVER's GAK Sejong data center; Brookfield will fund up to $9 billion, NVIDIA will invest $1 billion for the $10 billion project.