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Games & Commerce

Naver says AI Tab users top 10 million

Naver said on Tuesday that users of its agentic search service, AI Tab, have surpassed 10 million. It said the result reflects combining its service assets in search, shopping, local and content with AI technology to build an action-oriented service. Naver will add a chat window linking from AI Briefing to AI Tab, expand integrations with Smart Lens and other services, and roll out new agents tied to real estate, its Whale browser and health.

Games & Commerce

Naver, Kakao face growing pressure to deliver AI results despite record second-quarter outlook

Naver and Kakao are expected to post their best-ever second-quarter sales and operating profit, but both are struggling to gain market traction as their share prices remain weak. Naver hit a 52-week high last month before falling to a fresh 52-week low, while Kakao saw broker target prices cut despite an expected jump in operating profit. Analysts say the market is weighing the lack of clear, measurable AI business contributions, making second-half AI performance the key focus.

Games & Commerce

Naver unveils core technology behind AI Tab

Naver has unveiled key technologies used in its conversational AI search service AI Tab, which it launched on June 25. At a tech session in Seoul, it introduced a specialised lightweight model based on HyperCLOVA X, an operating framework called harness engineering, and Smart Lens-based multimodal technology. Executives said AI Tab must deliver conversational answers every time a user selects the tab, requiring high quality, speed, cost efficiency and stability at scale.