NAVER, NVIDIA, and Brookfield to expand South Korea's AI infrastructure to 200 MW by 2028 - TheEnergyMag

NAVER, NVIDIA, and Brookfield have announced plans to significantly expand South Korea's AI infrastructure capacity to 200 megawatts by 2028, with a long-term goal of reaching 1 gigawatt. The initiati... Read original →

The collaboration between NAVER, NVIDIA, and Brookfield to expand South Korea's AI infrastructure to 200 MW by 2028 signals a pivotal shift in the global semiconductor and AI ecosystem. NVIDIA’s Blackwell and Vera Rubin platforms will drive adoption of 3nm and below processes through DSX, spurring demand for upstream EUV equipment and advanced packaging materials, while enhancing downstream data center efficiency. From a regulatory perspective, this initiative faces potential hurdles due to U.S. export controls on AI chip technologies, especially concerning supply chains involving Taiwan, China. Should U.S. restrictions tighten further, the project may need to pivot toward localized sourcing strategies. Competitors like AMD and NVIDIA are likely to accelerate regional investments to capture market share. Over the next 12–24 months, this move could set a precedent for global AI infrastructure capital flows, positioning South Korea as a key node in the emerging AI compute hub.