Bullish
Naver NVIDIA Brookfield Build Exascale AI Cloud, Sejong Factory Expands to 200MW
2026-07-27 21:02:02
Naver, NVIDIA, and Brookfield partner on exascale AI cloud infrastructure in US and South Korea. Sejong AI Factory scales to 200MW by 2028 using Vera Rubin and Blackwell platforms.
Woofun AI reports that Naver, NVIDIA, and Brookfield Asset Management have agreed to invest in exascale AI cloud infrastructure across South Korea and the United States. The GAK Sejong AI Factory in Sejong City will expand to a 200-megawatt capacity with a target completion date of 2028, utilizing NVIDIA's Vera Rubin and Blackwell platforms. Naver also intends to scale NVIDIA AI infrastructure deployment to 1 gigawatt to meet large-scale computing requirements and enhance global cloud service capabilities.
WOOFUN AI
Impact Assessment · Quick Read
This partnership signals a significant acceleration in South Korea's AI infrastructure build-out, positioning Naver as a major consumer of advanced NVIDIA hardware. The commitment to 1 gigawatt of capacity suggests long-term demand for high-performance computing, potentially benefiting NVIDIA's supply chain partners. Expansion to the US market indicates a strategic move to compete globally in the AI cloud sector.
Generated by WOOFUN AI · For reference only, not investment advice
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