What happened
NAVER, Brookfield, and NVIDIA announced a $10 billion expansion of Korea's sovereign AI infrastructure, scaling the NVIDIA DSX AI factory deployment at NAVER's GAK Sejong hyperscale data center from 55 megawatts to 200 megawatts. Brookfield will fund up to $9 billion as the exclusive capital partner, NVIDIA will invest $1 billion, and NAVER will fund the remaining amount.
Why it matters
The 200-megawatt facility, featuring NVIDIA Vera Rubin and Blackwell platforms, will give Korea- and U.S.-based AI innovators access to production-scale compute for building next-generation models, agents, and AI services. NAVER is also the first Korean company to join the NVIDIA Nemotron Coalition and advancing its HyperCLOVA X models based on NVIDIA Nemotron 3 Ultra open models, strengthening Korea's AI ecosystem and competitiveness.
What to watch
The announcement was made during Korea President Jae Myung Lee's AI Summit visit to San Francisco on July 25, 2026. The 200-megawatt expansion represents a long-term path toward gigawatt-scale sovereign AI infrastructure serving Korea's enterprises, industries, and government organizations.
Summaries like this, every morning.
The announcement, made during Korea President Jae Myung Lee's July 25, 2026 AI Summit visit to San Francisco, marks a significant capital commitment to establish Korea as a sovereign AI hub. By scaling the NVIDIA DSX deployment from 55 megawatts to 200 megawatts, the three-party partnership (NAVER, Brookfield, and NVIDIA) is positioning the GAK Sejong facility as a regional production-scale compute resource for both Korean and U.S.-based AI developers. The $10 billion investment structure—with Brookfield providing the majority of funding ($9 billion), NVIDIA contributing $1 billion, and NAVER covering the remainder—demonstrates a capital-intensive model where cloud infrastructure providers, global tech platforms, and local hyperscalers share risk.
NAVER's participation in the NVIDIA Nemotron Coalition and its plan to advance HyperCLOVA X models using NVIDIA Nemotron 3 Ultra open models link the physical infrastructure expansion to open-source AI development, signaling a broader ecosystem play. The body notes that the project supports a "long-term path to gigawatt-scale sovereign AI infrastructure," suggesting this 200-megawatt phase is an intermediate milestone rather than the final scale target.
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