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Telecommunications & Media

Paramount nears WBD acquisition, next task is becoming a platform

As Paramount and Warner Bros Discovery near the end of their merger process, attention is on how Paramount Skydance CEO David Ellison will shape a streaming strategy to compete with Netflix and YouTube. Analyst Rich Greenfield said one reason for acquiring WBD was to rapidly expand streaming scale. Key decisions remain, including whether to combine Paramount+ and HBO Max, keep the HBO brand and set pricing tiers. Greenfield urged a shift toward a broader, open platform model.

AI & Enterprise

Zeiss overhauls SAP cloud ERP migration plan, shifts from greenfield to brownfield

Germany\'s optics company Zeiss Group has revised its plan to shift to SAP\'s cloud ERP software after costs rose, Bloomberg News reported. Zeiss decided to use a brownfield approach that moves existing software systems to the cloud, after a greenfield plan to build a new cloud-based system proved more complex than expected. A Zeiss spokesperson said the company regularly reviews large projects and adjusted the ERP migration to speed the transition and better meet business unit needs.

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.