Naver To Make Investments Over $690 Million In GPUs From 2025 To Improve Bodily AI Ambitions

South Korean tech chief ramps up AI infrastructure and GPU investments to broaden next-generation robotics and cloud corporations

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South Korean net giant Naver Corp. is making a decisive switch to strengthen its artificial intelligence (AI) capabilities with a 1 trillion gained ($690 million) funding in graphics processing gadgets (GPUs) starting subsequent 12 months. The massive-scale funding is geared towards rising Naver’s AI infrastructure and advancing its subsequent frontier — bodily AI, a experience that integrates digital intelligence with real-world methods much like robots, logistics, and autonomous platforms.

The announcement was made all through Naver’s third-quarter earnings identify, the place Chief Financial Officer Kim Hee-cheol talked about the company’s AI initiatives have begun producing measurable enterprise outcomes. Kim well-known that capital expenditure will enhance progressively, reflecting the rising adoption and monetization of AI all through Naver’s ecosystem.

A Strategic Shift: From AI Software program program to AI Infrastructure

Naver’s Chief Financial Officer Kim Hee-cheol shared that the company plans to allocate spherical 1 trillion gained fully for GPUs, reflecting a broader push to broaden its AI infrastructure and cloud capabilities. As part of this method, Naver has finalized an settlement with Nvidia to amass 60,000 gadgets of its latest Blackwell GPUs — the largest quantity secured by any South Korean company inside the U.S. chipmaker’s newest present deal.

This funding is part of Nvidia’s broader 14 trillion gained (US$9.5 billion) dedication to supply 260,000 GPUs to South Korean companies, along with Samsung, SK Group, Hyundai Motor Group, and Naver Cloud. The partnership underscores how Korean experience avid gamers are shifting shortly to protected superior AI computing vitality as worldwide opponents intensifies.

Bodily AI: Bridging the Digital and Precise Worlds

The GPUs will operate the computational backbone of Naver’s bodily AI duties, which intention to deploy AI that will operate autonomously in real-world environments. This comprises robotics methods, digital twins for good cities, and autonomous workplace platforms.

The company plans to make use of those computing sources not just for in-house AI operations, however moreover to generate new earnings by the use of GPU-as-a-Service (GPUaaS) — renting GPU functionality to exterior purchasers in every personal and non-private sectors. This switch aligns Naver’s infrastructure progress with a recurring earnings model, guaranteeing that investments in high-end {{hardware}} immediately translate into new earnings streams.

Naver’s AIaaS and GPUaaS decisions are already contributing to its enterprise division’s 150 billion gained in quarterly earnings, which grew 3.8% year-on-year, reflecting early demand for high-performance AI computing suppliers.

Foundation Constructed on Years of Evaluation

Naver’s pursuit of bodily AI simply isn’t new. Its evaluation arm, Naver Labs, has been creating robotics and AI-driven navigation methods since 2017. Key enhancements embody:

• ARC – a robotics working system that coordinates multi-robot and human environments. 
• ALIKE – an indoor positioning system that helps autonomous navigation. 

These utilized sciences are being examined at Naver’s headquarters, demonstrating the company’s ambition to make use of AI and robotics previous software program program — integrating them into industrial and industrial settings.

CEO Choi Soo-yeon described bodily AI as a result of the “subsequent progress pillar” for Naver, saying it’ll “combine robotics, information, and generative AI into an ecosystem that transforms every digital and bodily industries.”

File Financial Effectivity Backed by AI Growth

Naver’s rising AI enterprise has already begun to reshape its financial profile.
For Q3 2025, Naver recorded:

• Earnings: 3.14 trillion gained (↑15.6% YoY) 
• Working income: 570.6 billion gained (↑8.6% YoY) 
• Internet income: 734.7 billion gained (↑38.6% YoY) 

This marks Naver’s strongest quarter ever, with AI integration rising as a key progress driver. CFO Kim emphasised that the company’s bodily AI progress will create “revenue-linked funding options,” notably as GPUaaS options traction amongst firm and institutional purchasers.

“On-Service AI” Expands All through Naver’s Platforms

Naver’s broader AI method, usually known as “on-service AI,” is centered on embedding AI choices all through its ecosystem — along with search, e-commerce, content material materials, and fintech.

CEO Choi outlined all through the earnings identify:

“To achieve the value of on-service AI, we’ve centered on advancing AI integration all through our suppliers and corporations, which has led to tangible outcomes. As a result of the interval of AI brokers approaches, we’ll broaden AI adoption all through additional areas to strengthen competitiveness and drive worldwide progress.”

Key developments embody:

• AI Briefing: A generative AI operate that summarizes and contextualizes search outcomes. It now covers 15% of queries, up from 10% at launch, and is anticipated to reach 20% by year-end, with 30 million clients. 
• AI Procuring Assistant: Launching in spring 2026, enabling conversational product options. 
• AI Personalization in Naver Plus Retailer: Growing from 31% to 80%, bettering product discovery and conversion prices. 

These choices present how Naver’s AI utilized sciences are being commercialized immediately into suppliers that enhance client engagement and monetization.

Positioning for the Robotics Future

Previous digital AI, Naver is intensifying efforts in robotics and autonomous administration platforms. In accordance with CEO Choi, the company’s robotic working system (OS) and administration platform account for virtually 39% of the worldwide robotics OS market — a testament to Naver’s rising technological competitiveness.

Choi stated,

“We’re assured that our robotics experience is now at a world-class diploma, and we’re centered on securing worldwide references.”

This switch places Naver in a singular place amongst South Korean tech companies — one which mixes AI, robotics, and cloud infrastructure proper right into a cohesive innovation ecosystem.

Outlook: AI Infrastructure as Naver’s Subsequent Growth Engine

Naver’s dual-track method — establishing AI-driven shopper platforms whereas rising industrial and infrastructure-level AI corporations — positions it as a key participant in South Korea’s fast-evolving tech panorama.

The company’s aggressive GPU investments, deep collaboration with Nvidia, and speedy integration of AI all through enterprise gadgets underscore its intent to compete not solely as a digital service provider nonetheless as a worldwide AI infrastructure agency.

As AI continues to reshape industries, Naver’s imaginative and prescient of bodily AI and GPUaaS-based monetization would possibly flip right into a blueprint for the best way tech firms evolve previous software program program and into the bodily, linked world of intelligent machines.