Overview
- Naver said it will spend more than 1 trillion won next year on AI infrastructure, including a purchase of 60,000 Nvidia Blackwell GPUs, with executives noting delivery timing is not yet finalized and additional GPU buys are planned.
- The company outlined a rollout for its Agent N services, starting with a shopping assistant on Naver Plus Store in the first quarter of 2026 and an AI Tab for search in the second quarter.
- A physical AI test bed connecting Naver’s Seongnam headquarters to its Sejong data center will begin full-scale operation in the second half of this year to support robots, digital twins and other real-world systems.
- Third-quarter results set new highs with revenue of about 3.13–3.14 trillion won and operating profit of 570.6 billion won, while net income rose 38.6% to 734.7 billion won due to a one-off gain from consolidating Line Man Wongnai.
- Commerce led growth, climbing 35.9% to 985.5 billion won as Smart Store transaction volume increased 12.3% and monetization improved through new platform fees and partnerships.