NVIDIA and South Korea's Naver Commit $1 Billion to Build a 200MW AI Computing Factory
NVIDIA has announced a $1 billion investment agreement with South Korean internet giant Naver to expand the deployed NVIDIA DSX AI Factory to 200 megawatts. The two companies have also brought in Brookfield, with total funding support of up to $9 billion, aiming to provide AI computing infrastructure for innovative AI companies in South Korea and the United States.
On July 24, Nvidia disclosed a new $1 billion investment agreement with South Korean internet leader Naver, centered on expanding an existing NVIDIA DSX AI factory to 200 megawatts. The project is widely seen as a major step in Nvidia’s broader push to strengthen AI infrastructure across the Asia-Pacific region, with computing capacity expected to support AI startups and innovators in both South Korea and the United States.
The initiative is not limited to the two companies alone. Nvidia has also brought in Brookfield Asset Management as a partner, with plans for financing support of up to $9 billion. Brookfield already has a notable footprint in South Korea. Since entering the market in 2014, the firm has continued to make long-term investments there and now manages roughly $12 billion in Korean assets spanning infrastructure, real estate, and energy. That local operating experience could give the project stronger execution support as it moves forward.
A larger AI infrastructure bet in South Korea
At the center of the agreement is the scale-up of Nvidia’s DSX AI factory deployment. Once expanded, the facility is expected to reach 200 megawatts, significantly increasing the computing resources available for AI development and deployment. Rather than functioning as a conventional data center alone, the site is positioned as a core infrastructure hub for regional AI companies building and running advanced applications.
For Nvidia, the move reinforces a familiar strategy: deepen its role in the AI value chain not only through chips and platforms, but also through foundational infrastructure investment. By anchoring more large-scale computing capacity in key markets, the company can further embed its technology into the next wave of AI development.
Built on Nvidia’s newest platforms
The upgraded AI factory is set to use Nvidia’s latest platforms, including Vera Rubin and Blackwell. These systems are intended to serve the growing demand for next-generation large AI models, AI agents, and related AI services.
This positioning matters. The facility is being framed as more than a source of raw compute. It is also meant to support the research, training, and deployment needs of companies developing advanced AI systems, making it an important node in the region’s AI ecosystem.
Naver’s ambitions extend well beyond 200 megawatts
Naver’s roadmap suggests that this expansion may be only an intermediate step. According to disclosed plans, the company ultimately aims to scale its infrastructure footprint to 1 gigawatt. That points to a much larger long-term vision around domestic AI capacity and ecosystem development.
In parallel, Naver is also preparing to launch an AI agent platform in the second half of this year, built on Nvidia’s Agent Toolkit. Taken together, these plans show that Naver is pursuing several goals at once:
Expanding large-scale AI computing infrastructure
Supporting development tied to large models and AI agents
Moving up the stack with its own AI agent platform
Building a more complete local AI ecosystem in South Korea
Why this partnership stands out
The collaboration highlights how Nvidia is continuing to consolidate its central role in the global AI industry through infrastructure-led expansion. At the same time, Naver appears to be using access to computing power and platform capabilities to deepen its position within South Korea’s homegrown AI landscape.
Brookfield’s participation adds another important layer. With added capital backing and local investment experience, the project gains greater financial depth and potentially stronger implementation capacity. In that sense, the agreement is not only about scaling compute, but also about creating the conditions for a more durable regional AI buildout.
As demand for AI infrastructure accelerates worldwide, this three-way partnership signals that South Korea is becoming an increasingly important battleground for next-generation computing capacity, platform development, and ecosystem competition.NVIDIA has announced a $1 billion investment agreement with South Korean internet giant Naver to expand the deployed NVIDIA DSX AI Factory to 200 megawatts. The two companies have also brought in Brookfield, with total funding support of up to $9 billion, aiming to provide AI computing infrastructure for innovative AI companies in South Korea and the United States.