July 25, 2026

NAVER scales Korea’s AI megafactory to 200 megawatts by 2028

NVIDIA has announced a significant investment in South Korea’s AI infrastructure, committing $1 billion to NAVER as part of a broader partnership with Brookfield, which could contribute up to $9 billion, to scale a national AI factory to 200 megawatts by 2028. This development aligns with a global trend where governments and private companies are collaborating to build large-scale AI data centers, signaling a growing commitment to sovereign AI infrastructure despite mixed sentiments in the market about the long-term viability of pure AI model companies.

NAVER: NAVER is a South Korean technology conglomerate with major operations in cloud services and internet platforms. It is spearheading the buildout of a sovereign AI factory using NVIDIA hardware, with Brookfield providing financing support to scale capacity for domestic and global AI demands.
NVIDIA: NVIDIA develops advanced computing platforms and chips optimized for artificial intelligence workloads. It is partnering with NAVER and Brookfield to supply full-stack technology including its DSX platform for expanding Korea’s national AI infrastructure in Sejong.
OpenAI: OpenAI is an artificial intelligence company focused on developing and deploying advanced AI models. Its business viability is referenced in the news as part of broader commentary on investment risks in AI ventures amid sovereign infrastructure projects.
Brookfield: Brookfield is a global alternative asset manager specializing in infrastructure investments. It is collaborating with NVIDIA and NAVER on funding for Korea’s AI megafactory expansion to support national computing needs.

Investment Sentiment: Market participants are debating the long-term viability of pure AI model companies while sovereign entities commit resources to physical AI infrastructure.
AI Factory Partnerships: Technology providers are teaming with asset managers to finance and deploy large AI data centers using specialized hardware platforms.
Sovereign AI Infrastructure: Governments and companies are collaborating on national-scale AI computing facilities to support domestic innovation and global AI services.