Date: July 24, 2026 Main source: NVIDIA Newsroom Link: https://nvidianews.nvidia.com/news/naver-nvidia-and-brookfield-to-expand-koreas-national-ai-factory-infrastructure-buildout Supplementary sources: https://nvidianews.nvidia.com/news/sk-group-and-nvidia-expand-strategic-partnership-across-ai-factories-and-next-generation-memory
Summary
NAVER, NVIDIA and Brookfield announced an expansion of Korea's sovereign AI infrastructure, aiming to take the initial 55 megawatt deployment to 200 megawatts by 2028. NVIDIA plans to invest $1 billion and Brookfield is considering financing up to $9 billion, subject to conditions. The NVIDIA DSX platform, together with Vera Rubin and Blackwell systems, will serve as the base for models, agents and AI services at production scale. In parallel, SK Group and NVIDIA announced an even bigger initiative centered on AI factories and next-generation memory.
Why it matters
The competition in AI is shifting from models to control of compute, power, memory and sovereign capacity. Countries and large conglomerates are treating AI infrastructure as a strategic asset comparable to telecommunications or energy.
Practical implications
- Agencies should expect that the cost and location of compute will increasingly shape contracts, privacy and vendor selection.
- Design solutions that can switch clouds or models without redoing the whole operation.
- Regulated clients will value data residency and regional deployment options more.