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AI & Enterprise

Naver AI factory in talks on Nvidia GPUs, Brookfield funding to cut investment burden

Naver is pursuing a plan to build its AI factory by receiving graphics processing units from Nvidia and securing computing infrastructure through a separate investment structure under discussion with Brookfield Asset Management. Under the structure, an SPV funded through project financing would buy and own GPUs and data centre facilities, while Naver would operate the business and pay for use. The first phase targets 200 MW by 2028, starting at its Gak Sejong data centre.

Games & Commerce

Naver forms $10 billion AI infrastructure alliance with Nvidia and Brookfield

Naver said on July 27 it secured a $1 billion strategic investment from Nvidia and signed a $9 billion infrastructure pre-agreement with alternative asset manager Brookfield. It said the deals would provide $10 billion in global funding and partnerships, helping address GPU supply and equipment procurement. Nvidia will acquire a 4.5% stake. Naver also plans to enter AI factory revenue from 2027 and scale capacity from 55 MW to 200 MW and then 1 GW.

AI & Enterprise

K-AI chips put to the test as global AI startups step up push into South Korea

South Korean neural processing unit makers are teaming up with domestic cloud companies to target the AI inference market, testing whether they can secure a foothold beyond Nvidia’s barriers. Samsung SDS launched an NPU-as-a-service offering on its Samsung Cloud Platform based on FuriosaAI’s second-generation chip. Rebellions is also partnering with KT Cloud and Gabia. Foreign AI startups are stepping up moves into Korea, including Genspark and China’s Kling AI.