Naver posted resilient second‑quarter earnings despite higher AI‑related operating costs, driven by solid growth in its core search platform and e-commerce businesses.

Chief Executive Choi Soo‑yeon said AI is increasingly contributing to Naver’s revenue and advertising growth, reaffirming that the company’s AI investments will continue to fuel growth and create new growth engines. The company is expanding its AI footprint, recently partnering with Nvidia and U.S. private‑equity firm Brookfield to build gigawatt‑scale AI cloud infrastructure.

Naver has integrated AI tools across its e‑commerce, advertising, fintech and paid‑content businesses to drive revenue and earnings growth, though analysts warn that sustained, intense spending could weigh on profit margins.

The digital powerhouse remains confident that its aggressive AI expansion will sustain its competitive edge and unlock new growth opportunities.