NVDA · News · 20260725N
Datacenter AI factory partnerships
NVIDIA CORP · 2026-07-25 · Importance 59 · Surprise 82 · In source text
Multiple reports detail NVIDIA-led investments and partnerships to build large-scale AI factory capacity in South Korea and beyond, including NAVER, Brookfield and SK Telecom plans to scale DSX AI factories (NAVER's build from 55MW to 200MW by 2028 and SK Telecom's 2GW Vera Rubin DSX factory planned to open in 2027). NVIDIA is also taking an equity stake in NAVER via a reported $1 billion share purchase to finance the datacenter buildout, and Brookfield is named as a finance partner. These agreements are presented as demand guarantees for NVIDIA GPUs and related systems, expanding the company's addressable infrastructure footprint in Korea and reinforcing tight near-term datacenter capacity dynamics. The tie-up is explicitly framed as sovereign and multi-tenant AI infrastructure targeting enterprises, industries and government customers.
Key facts
- SK Telecom plans to build a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory, with the first factory expected to open in 2027. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | — | SK Telecom plans to build a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory, with the first factory expected to open in 2027. |