Naver is engaging with more than 12 potential customers in North America and other regions to monetize an “AI factory” built around its hyperscale GAK Sejong data center in South Korea. The South Korean group plans to offer shared GPU computing capacity to companies and governments, starting with 55 MW in the first half of 2027 before targeting 200 MW and eventually 1 GW. The project is backed by an infrastructure financing package of up to $9 billion from Brookfield Asset Management and a $1 billion strategic equity investment from Nvidia. Naver plans to equip the site with Nvidia’s next-generation DSX platforms and chips including Blackwell and Vera Rubin, while already operating 4,000 Nvidia B200 GPUs as of 2026. These discussions do not yet amount to signed contracts, and converting potential customers into committed clients is critical to making this capital-intensive investment viable.
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