| Mobile Web

All articles List

Games & Commerce

Naver pivots from search to AI infrastructure with 'AI factory' push

Naver is positioning AI infrastructure as a new growth pillar, moving beyond domestic search, shopping and advertising into B2B infrastructure aimed at global AI computing demand. Its core project is an “AI factory” 추진 with Nvidia. Plans call for ramping capacity from 55MW in the first half of next year to 200MW by end-2028, with a long-term goal of 1GW. Key hurdles include long-term customer contracts, funding, power and sites, and technology-change risks.

Crypto

Circle CEO says USDC is 10-year infrastructure, raises questions over OUSD business model

Circle CEO Jeremy Allaire (제러미 알레어) stressed USDC’s network advantage as a new stablecoin, OUSD from Open Standarder, emerges. He said USDC’s decade-built integrated network, liquidity and regulatory infrastructure provide a structural edge over new stablecoins. Allaire described stablecoins as a platform business driven by network effects and ongoing investment. He also questioned OUSD’s model, citing concerns over free issuance and redemption and partner revenue sharing.