네이버, 인프라·IP로 투자비용 급증…AI 기조 지속

Naver's massive investment in GPU infrastructure and AI-powered search features is beginning to drive substantial revenue growth, with AI already accounting for over 50% of advertising revenue increase. The company's AI monetization strategy is accelerating in the second half of 2026, with AI Briefing launching commercial revenue generation from Q3 and AI Tab targeting Q4 advertising models. This demonstrates how regional tech giants are competing in the AI era through aggressive infrastructure spending and product-level AI deployment.