{"id":"1ee1dd8e-2cfb-4ac5-a91f-bbaea79af192","slug":"naver-x-brookfield-x-nvidia-ai-factory-2026","name":"Naver, Brookfield and NVIDIA AI factory computing agreement","partnershipType":"investment","status":"active","announcedDate":"2026-10-27T12:00:00.000Z","startDate":null,"endDate":null,"summary":"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.","sources":[{"url":"https://www.sedaily.com/market/domesticStock/stockNotice/859044","title":"NAVER (corrected) future business plan disclosure, Oct 27 2026","sourceName":"Seoul Economic Daily (KRX disclosure)","publishedAt":"2026-10-27"},{"url":"https://www.koreaherald.com/article/10916658","title":"Naver seals $9b Brookfield deal to finance AI factory","sourceName":"The Korea Herald","publishedAt":"2026-10-27"},{"url":"https://biz.heraldcorp.com/article/10916577","title":"Naver seals $9b computing infrastructure deal with Brookfield, clearing path for Nvidia investment","sourceName":"The Herald Business","publishedAt":"2026-10-27"}],"verificationPosture":"verified","reviewStatus":"unreviewed","createdAt":"2026-10-27T15:58:18.323Z","updatedAt":"2026-10-27T15:58:18.323Z","parties":[{"id":"4da6442e-000f-48f6-aa45-218979f3c3a5","partnershipId":"1ee1dd8e-2cfb-4ac5-a91f-bbaea79af192","companyId":"2dc7a048-1fd9-40f0-a7dc-ca472c5e469d","externalName":null,"role":"deployer","createdAt":"2026-10-27T15:58:18.709Z","company":{"id":"2dc7a048-1fd9-40f0-a7dc-ca472c5e469d","slug":"naver","name":"NAVER"}},{"id":"506a9866-6fc8-44ba-af98-9f2c0576c001","partnershipId":"1ee1dd8e-2cfb-4ac5-a91f-bbaea79af192","companyId":"79fec8a6-ca00-4322-90e8-7f9c52df30dc","externalName":null,"role":"investor_partner","createdAt":"2026-10-27T15:58:19.060Z","company":{"id":"79fec8a6-ca00-4322-90e8-7f9c52df30dc","slug":"brookfield","name":"Brookfield"}},{"id":"4388ca54-be0e-4f27-b832-7b08d7442b24","partnershipId":"1ee1dd8e-2cfb-4ac5-a91f-bbaea79af192","companyId":"a9609061-00fd-4d9b-9b2d-ce2d772ab825","externalName":null,"role":"technology_provider","createdAt":"2026-10-27T15:58:19.445Z","company":{"id":"a9609061-00fd-4d9b-9b2d-ce2d772ab825","slug":"nvidia","name":"NVIDIA"}}]}