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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.

Industry

Nvidia\'s lean benefits, not free cafeteria meals, gain attention

Nvidia does not offer free cafeteria meals like some other big tech companies and instead operates a subsidy system, Business Insider reported. The company covers part of certain meal prices while employees pay some costs. Posts by software engineer and industry analyst Gergely Orosz on X renewed attention on the issue, followed by accounts from former employees. They described paid drinks in some cases and a broader culture that prioritises work over lavish perks.

Industry

PC memory price rises may ease as Asus sees smaller hikes, SK Hynix DDR5 output seen rising

A surge in PC memory prices in the first half may lose momentum in the second half, a forecast said. Asus expects any additional price increases to be limited to the single digits after earlier steep rises, citing stabilising memory and storage costs and weaker tolerance for further big hikes. Markets are also watching whether SK Hynix may slow HBM output growth and raise production of commodity DRAM, potentially easing shortages and price pressure for consumer DDR5 memory.