📢 𝗝𝗨𝗦𝗧 𝗜𝗡: NAVER, $NVIDIA(NVDA.US) NVIDIA and Brookfield Plan Major Korea-U.S. AI Infrastructure Expansion
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗔𝗩𝗘𝗥, 𝗡𝗩𝗜𝗗𝗜𝗔 and 𝗕𝗿𝗼𝗼𝗸𝗳𝗶𝗲𝗹𝗱 plan gigawatt-scale AI infrastructure.➤ Initial AI factory capacity will expand from 𝟱𝟱 𝗠𝗪 to 𝟮𝟬𝟬 𝗠𝗪.➤ The expanded facility is targeted for completion by 𝟮𝟬𝟮𝟴.➤ 𝗡𝗔𝗩𝗘𝗥 ultimately plans to deploy 𝟭 𝗴𝗶𝗴𝗮𝘄𝗮𝘁𝘁 of AI infrastructure.➤ 𝗡𝗩𝗜𝗗𝗜𝗔 plans a strategic 𝗡𝗔𝗩𝗘𝗥 investment of $𝟭 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ 𝗕𝗿𝗼𝗼𝗸𝗳𝗶𝗲𝗹𝗱 plans to fund up to $𝟵 𝗯𝗶𝗹𝗹𝗶𝗼𝗻.➤ Infrastructure will use 𝗡𝗩𝗜𝗗𝗜𝗔 𝗗𝗦𝗫 at 𝗚𝗔𝗞 𝗦𝗲𝗷𝗼𝗻𝗴.➤ Planned systems include 𝗩𝗲𝗿𝗮 𝗥𝘂𝗯𝗶𝗻 and 𝗕𝗹𝗮𝗰𝗸𝘄𝗲𝗹𝗹 platforms.➤ Capacity will support AI innovators in 𝗞𝗼𝗿𝗲𝗮 and the 𝗨.𝗦.➤ 𝗡𝗔𝗩𝗘𝗥 is developing HyperCLOVA X, AI agents and a Seoul World Model.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Strengthens South Korea’s position in 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗔𝗜 infrastructure.➤ Expands access to production-scale compute for startups and enterprises.➤ Deepens 𝗡𝗩𝗜𝗗𝗜𝗔’s role across national AI infrastructure projects.➤ Creates potential long-term demand for advanced GPUs and AI software.➤ Combines private capital, data centers and accelerated computing at scale.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗛𝗮𝗲𝗷𝗶𝗻 𝗟𝗲𝗲, Founder and Chairman of NAVER:“NVIDIA’s planned strategic investment and our infrastructure supply agreement with Brookfield have propelled NAVER’s vision for the AI factory business into a robust execution phase. Leveraging the solid partnerships with our global partners, we will drive technological innovation, foster a sovereign AI ecosystem and spearhead efforts to strengthen South Korea’s AI competitiveness.”𝗦𝗶𝗸𝗮𝗻𝗱𝗲𝗿 𝗥𝗮𝘀𝗵𝗶𝗱, Global Head of AI Infrastructure at Brookfield:“The partnership will combine Brookfield’s global AI infrastructure investment capabilities, NAVER’s full-stack AI and data center operating expertise, and NVIDIA’s accelerated computing platform to advance Korea’s AI capabilities. As AI adoption accelerates across the global economy, access to trusted, sovereign and scalable AI infrastructure is becoming an increasingly important strategic priority for companies and countries.”𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴, Founder and CEO of NVIDIA:“AI factories are the infrastructure nations need to compete and innovate in the intelligence era. Together, NAVER, NVIDIA and Brookfield are building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries. This is how nations and companies are building their futures in the age of AI.”D
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NVDA (Trans): Demand to grow 70%+ next year; cloud backlog tops 2 tn
Q2 revenue reached $96bn, doubling YoY, and the company for the first time guided FY28 growth at approx. 70%.
This figure is supply‑constrained, with underlying demand growth near 100%.Rising memory prices will compress GPM to a Q4 low of 71–72%, while non‑hyperscaler ACIE is set to account for half of the data center business.NVIDIAConference Minutes