Partnership
Naver, Brookfield and NVIDIA AI factory computing agreement
Naver disclosed on Oct 27 2026 a signed computing infrastructure agreement under which an Asset Co. vehicle of Brookfield's AI infrastructure fund will fund up to $9B of GPUs and data centers through 2028 and supply GPU-as-a-service to Naver Cloud, which runs the AI factory. NVIDIA provides technology including its DSX platform and plans a ~$1B equity investment in Naver. Tentative phasing is 55 MW in H1 2027 to 200 MW in 2028.
investment · Active · operating
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1ee1dd8e-2cfb-4ac5-a91f-bbaea79af192- Type
- investment
- Status
- Activeoperating
- Announced
- 2026-10-273 days ago
- Active for
- 3 days
Who’s involved
South Korean internet and cloud company building the GAK Sejong AI factory with NVIDIA hardware, backed by Brookfield and NVIDIA financing.
Brookfield Asset Management is a Canadian alternative investment company managing real estate, infrastructure, and private equity assets globally.
Most-frequent partners
World leader in accelerated computing and AI (NASDAQ: NVDA). In physical AI, NVIDIA develops the Isaac robotics platform: the GR00T open foundation model, Jetson edge compute (AGX Thor), Isaac Lab and Isaac Sim simulation environments, and Omniverse. NVIDIA positions itself as the platform layer for the humanoid industry. Developer of [GR00T N1](/brains/gr00t-n1), the first open humanoid foundation model.
Most-frequent partners
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Sources (3)
- https://www.sedaily.com/market/domesticStock/stockNotice/859044 · 2026-10-27
- https://www.koreaherald.com/article/10916658 · 2026-10-27
- https://biz.heraldcorp.com/article/10916577 · 2026-10-27
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