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Games & Commerce
NHN to expand AI GPU investment, secure additional 30 MW data centre capacity by next year
NHN is stepping up growth strategy centred on its artificial intelligence GPU business, planning to expand data centres and the latest GPU infrastructure and win overseas customers. It reported second-quarter revenue of 757.9 billion won and operating profit of 57.9 billion won, both record quarterly highs. NHN Cloud’s AI GPU business drove results, with cloud revenue up 85.3 percent. The company is also focusing game development on Japan and expanding payments into stablecoin settlement infrastructure.
Games & Commerce
NHN and Neowiz hold up in Q1 on web board games
NHN and Neowiz relied on web board games in the first quarter as the impact from major new releases was limited. Payment indicators improved after a change in the regulatory environment, including a higher monthly spending cap for web board games that took effect on Feb. 3. NHN reported rising average revenue per paying user across all web board titles and sharp growth for its Royal Hold\'em game tied to offline tournaments. Neowiz also cited a rebound in ARPPU for its web board games, supporting mobile revenue growth.
Games & Commerce
NHN Q1 operating profit falls 5 percent on ahead-of-curve AI infrastructure investment
NHN said its first-quarter operating profit fell 5 percent from a year earlier as it reflected costs for upfront investment in artificial intelligence infrastructure, including building AI GPU infrastructure. The company posted a 11.9 percent rise in quarterly sales to 671.4 billion won and operating profit of 26.3 billion won. Revenue rose across payments, games and technology, while NHN also announced a 16.7 billion won share buyback to be fully cancelled.