NAVER, Brookfield and NVIDIA will scale Korea's sovereign AI factory from 55 MW to 200 MW, boosting the nation’s AI compute capacity and attracting further infrastructure investment
Executive summary: NAVER, Brookfield and NVIDIA announced an expansion of Korea's sovereign AI factory, increasing the planned capacity from an initial 55 megawatts to 200 megawatts of NVIDIA DSX AI infrastructure. The upgrade will substantially increase Korea's domestic AI compute resources, reducing reliance on foreign cloud services and positioning the country as a regional hub for AI innovation and talent.
Who is involved: NAVER (South Korean internet and platform company), Brookfield (global infrastructure investment firm), NVIDIA (provider of DSX AI hardware and AI software stack).
Likely next: Construction and deployment of additional DSX modules will proceed through 2028, with the first incremental 50 MW block expected to be operational by mid‑2027 and the full 200 MW target reached by the end of 2028.
The announcement expands Korea's national AI factory by more than tripling its power allocation, signaling strong commitment from both a domestic internet leader and a global infrastructure investor to strengthen the country’s AI backbone. By leveraging NVIDIA’s DSX AI modules, the project aims to provide multi‑tenant AI compute resources that can support startups, researchers and large enterprises. The move also highlights the growing role of private‑capital partners like Brookfield in funding sovereign AI initiatives.
Timeline
- — NAVER Partners with Brookfield and NVIDIA to Expand Korea's National AI Factory Infrastructure Buildout (PR Newswire)
- — SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory (GlobeNewswire)
Analysis — what this means
Likely next events
- By Q4 2026, NAVER to begin site preparation for the first 50 MW expansion of the DSX AI factory.
- By mid‑2027, the initial 50 MW increment is scheduled to enter commercial operation.
- By end‑2028, the full 200 MW capacity is targeted for completion, enabling multi‑tenant AI services.
Sectors affected
- AI infrastructure
- semiconductor hardware
- data center construction
Historical parallels
- NVIDIA and KAIST launched a joint AI research lab in July 2023 to accelerate AI innovation in Korea.
Key entities
Sources
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