NAVER, Brookfield, and NVIDIA are expanding Korea's sovereign AI infrastructure with a $10 billion（約1.6兆円） investment that will scale the NVIDIA DSX AI factory at NAVER's Sejong data center to 200 megawatts, up from the initial 55-megawatt deployment. The facility will provide Korea- and U.S.-based AI companies access to production-scale compute for developing models and services, while NAVER becomes the first Korean company in the NVIDIA Nemotron Coalition, advancing its HyperCLOVA X models with NVIDIA's open-source technology.
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NAVER, Brookfield, and NVIDIA announced a $10 billion（約1.6兆円） 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（約1.4兆円） as the exclusive capital partner, NVIDIA will invest $1 billion（約1600億円）, 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.
On July 25, 2026, NAVER, Brookfield, and NVIDIA announced a major expansion of Korea's sovereign AI infrastructure during Korea President Jae Myung Lee's AI Summit visit to San Francisco. The three partners will invest $10 billion（約1.6兆円） to scale the NVIDIA DSX AI factory deployment at NAVER's GAK Sejong hyperscale data center in Sejong, South Korea, from an initial 55 megawatts to 200 megawatts.
Under the partnership terms, Brookfield will serve as the exclusive capital partner, funding up to $9 billion（約1.4兆円）, while NVIDIA will invest $1 billion（約1600億円）. NAVER will fund the remaining amount to complete the $10 billion（約1.6兆円） project. The expansion builds on NAVER's June announcement to extend the GAK Sejong data center with NVIDIA DSX technology. The 200-megawatt facility will be powered by NVIDIA Vera Rubin and Blackwell platforms and will provide a dedicated resource pool for emerging AI companies, offering the compute, software, and support needed to develop and deploy competitive AI models and applications at scale.
Haejin Lee, Founder and Chairman of NAVER, stated: "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. 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." The expanded infrastructure will serve Korea- and U.S.-based AI innovators with production-scale compute for building next-generation models, agents, and AI-powered services.
The announcement also highlights NAVER's role as an NVIDIA Cloud Partner and its commitment to open model development. NAVER is advancing its HyperCLOVA X models to be based on NVIDIA Nemotron 3 Ultra open models, combining NVIDIA's technology with NAVER's proprietary data and training expertise. NAVER is the first Korean company to join the NVIDIA Nemotron Coalition, contributing to open model development across pretraining, post-training, and reinforcement learning. The investment supports a long-term vision toward gigawatt-scale sovereign AI infrastructure serving Korea's enterprises, industries, government organizations, and global AI cloud customers.
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（約1.6兆円） investment structure—with Brookfield providing the majority of funding ($9 billion（約1.4兆円）), NVIDIA contributing $1 billion（約1600億円）, 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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