# Naver, Brookfield and NVIDIA AI factory computing agreement: partnership

Canonical ID: `1ee1dd8e-2cfb-4ac5-a91f-bbaea79af192`

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.

- **Type:** investment
- **Status:** active
- **Verification posture:** verified

## Parties (3)

- [NAVER](https://registry.deploy.report/companies/naver.md) deployer
- [Brookfield](https://registry.deploy.report/companies/brookfield.md) investor partner
- [NVIDIA](https://registry.deploy.report/companies/nvidia.md) technology provider

## Timeline

- **Announced:** 2026-10-27

## Sources (3)

1. https://www.sedaily.com/market/domesticStock/stockNotice/859044 · 2026-10-27
2. https://www.koreaherald.com/article/10916658 · 2026-10-27
3. https://biz.heraldcorp.com/article/10916577 · 2026-10-27


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