NVIDIA Invests $10 Billion to Expand Korea's AI Factory Infrastructure

Key Takeaways

Korea plans 200MW AI factory by 2028

NAVER, NVIDIA, and Brookfield plan to expand Korea's AI factory infrastructure from 55MW to 200MW by 2028. The project involves a $10 billion investment, with NVIDIA investing $1 billion and Brookfield up to $9 billion. The expanded infrastructure will provide AI innovators with access to production-scale AI compute.

Nvidia leads $10B AI expansion in Korea

NVIDIA, NAVER, and Brookfield are planning a $10 billion expansion of Korea's national AI factory infrastructure. The goal is to reach 200 megawatts of capacity by 2028. NVIDIA and SK Group will also work on new AI factories and set up a joint AI research lab with KAIST.

AI startups seek proof over potential

In H1 2026, AI startup acquisitions focused on provable revenue and resilient operations. Buyer activity strengthened, with 70,754 new registrations and 597,000 registered buyers. Larger deals took longer to close, with a median time of 84 days.

Fortinet enhances AI governance tools

Fortinet unveiled new AI-focused FortiEndpoint capabilities to govern AI usage, protect sensitive data, and simplify security operations. TD SYNNEX was named one of Fortinet's approved global distributors.

ServiceNow surges on AI-driven Q2 beat

ServiceNow reported a strong Q2 earnings beat, with its stock jumping 7.4%. The company's AI-driven enterprise solutions are in high demand. Meanwhile, chipmakers like Intel and ARM saw a sell-off.

Databricks raises $188B for AI infrastructure

Databricks raised funding at a $188 billion valuation to enhance its enterprise AI deployment. The company will focus on advancing AI governance and agentic infrastructure with projects like Unity AI Gateway, Genie, and Lakebase.

Clinical trials to invest in AI within 2 years

92% of clinical trial organizations plan to increase AI investment within two years. Currently, only about one-third use AI across a meaningful share of their clinical trials.

China's AI model sparks US security concerns

A Chinese AI model, Kimi K3, has ignited a Washington fight over AI distillation. The White House accused Moonshot AI of distilling Anthropic's Fable model, and Congress introduced bipartisan legislation.

Industrials boom with AI data center buildout

The S&P 500 industrials sector has a forward price-to-earnings ratio above 30, driven by the AI data center buildout and related power grid investments.

Alphabet's AI ambitions don't justify GOOGL stock

Alphabet's AI ambitions are ambitious, but don't justify the current stock price. The company's AI investments may not lead to immediate returns.

Elon Musk predicts AI will exceed human intelligence

Elon Musk predicts AI will exceed human intelligence within five years, leading to an age of amazing abundance. However, not everyone agrees that AI is leading humanity to a good place.

Sources

• Korea’s planned AI factory would scale from 55MW to 200MW by 2028
• Nvidia (NVDA) Is Taking Korea's AI Buildout To $10 Billion
• AI Acquisitions: Proof Trumps Potential
• Are Fortinet’s New AI Governance Tools Quietly Reframing Its Core Security Thesis (FTNT)?
• Today in AI: ServiceNow Surges, Chips Tumble, and AI Agents Take Over
• Databricks raises at a $188 billion valuation to push multi-AI governance and agentic infrastructure
• WCG Report: 92% of Clinical Trial Organizations Plan AI Investment Within Two Years
• A Chinese AI model just turned a routine training trick into a Washington national-security crisis
• Inside the S&P 500 AI boom, industrials are getting as rich as tech stocks
• Alphabet Is Getting ‘Ambitious’ With AI. Don’t Get Ambitious With GOOGL Stock.
• Elon Musk drops wild 5-year prediction about AI and humanity