Trade Whisperer(@TradexWhisperer):$DRAM $MU $SKHY $NVDA More AI Factories. NAVER, NVIDIA, and Brookfield announced plans to expand Korea’s sovereign AI factory infrastructure at NAVER’s GAK Sejong data center. The initial multi-tenant NVIDIA DSX AI factory will scale from 55 MW to 200 MW by 2028, with NAVER targeting a path to 1 GW overall. NVIDIA plans a $1 billion strategic investment in NAVER (subject to conditions), while Brookfield has a nonbinding term sheet to fund up to $9 billion. The expanded capacity will support Korea- and U.S.-based AI innovators with production-scale compute using the full NVIDIA DSX platform

2026.07.26 04:34

$DRAM $MU $SKHY $NVDA More AI Factories. NAVER, NVIDIA, and Brookfield announced plans to expand Korea’s sovereign AI factory infrastructure at NAVER’s GAK Sejong data center. The initial multi-tenant NVIDIA DSX AI factory will scale from 55 MW to 200 MW by 2028, with NAVER targeting a path to 1 GW overall. NVIDIA plans a $1 billion strategic investment in NAVER (subject to conditions), while Brookfield has a nonbinding term sheet to fund up to $9 billion. The expanded capacity will support Korea- and U.S.-based AI innovators with production-scale compute using the full NVIDIA DSX platform