Naver winds down services to bolster AI, commerce businesses

Naver is shutting down slow-growing services to redirect resources toward AI, commerce and digital infrastructure. It will end VIBE on Dec. 31 and suspend new subscriptions and payments from Nov. 27. The company is also closing Naver TV on Sept. 30 and has already folded Clova X and Cue: into newer search features. Naver said AI Tab has topped 10 million monthly active users and is expanding AI infrastructure with Nvidia and Brookfield.

VIBE will shut down on Dec. 31, about eight years after its June 2018 launch, and new subscriptions and payments will stop on Nov. 27.

Wiseapp Retail said VIBE monthly active users fell to 460,000 in June from about 1.5 million in 2023.

Naver TV will shut down on Sept. 30, and its creators, subscribers and view counts will move to the short-form video platform Clip.

Naver CEO Choi Soo-yeon said AI Tab surpassed 10 million monthly active users as of early August, and its click-through rate for shopping and local content exceeded 40 percent.

Naver secured a $1 billion strategic investment from Nvidia and named Brookfield its preferred capital partner to raise up to $9 billion for an AI factory, with a 55-megawatt global AI factory planned for the first half of 2027 and 200 megawatts by 2028.

Published Sep 7, 2026 7:00 am KST

Naver refines monetization strategy by converting AI services

A poster for Naver's new live-streaming platform Chzzk / Courtesy of Naver

Naver is stepping up efforts to streamline its business portfolio by shutting down underperforming or slow-growing services and reallocating resources to artificial intelligence (AI), commerce and other higher-growth digital infrastructure.

The internet giant recently announced that it will shut down its music streaming platform VIBE on Dec. 31, about eight years after its launch in June 2018, with new subscriptions and payments to be suspended from Nov. 27.

The decision comes as VIBE struggled to gain traction in an increasingly competitive domestic music streaming market. According to the market tracker Wiseapp Retail, the platform’s monthly active users fell to 460,000 in June from around 1.5 million in 2023, putting it far behind YouTube Music, Spotify and Melon.

Naver has already shifted toward partnerships with established platforms, adding Spotify’s premium plan to its Naver Plus Membership benefits.

The latest decision follows the company’s broader effort to streamline its service portfolio. The company is also shutting down its video streaming platform, Naver TV, on Sept. 30, moving creators’ videos, subscribers and view counts to its short-form video platform Clip.

The move will refocus its video business on Clip and the new live streaming platform Chzzk, which have gained traction in their respective markets.

In April, Naver also closed its conversational AI service Clova X and generative AI search service Cue:, folding the technology and experience gained from the services into newer search features such as AI Briefing and AI Tab.

Last year, it ended its creator platform, Naver Post, and website-building service Modoo.

Naver Chairman Lee Hae-jin, right, and Nvidia CEO Jensen Huang shake hands after signing a $1 billion strategic investment agreement at Nvidia's headquarters in Calif., July 24 (local time). Courtesy of Naver

The restructuring comes as Naver seeks to monetize AI across its core businesses rather than operate a growing number of standalone services.

Naver CEO Choi Soo-yeon said during the company’s second-quarter earnings call that AI Tab, launched in June, had surpassed 10 million monthly active users as of early August. She added that the click-through rate for shopping and local content on AI Tab exceeded 40 percent, indicating that users’ searches were translating into actual purchases and reservations.

Naver is also expanding AI agents across shopping, maps, real estate and health services, while upgrading its AI-powered search and commerce offerings.

The company is also accelerating its push into AI infrastructure. Last month, it secured a $1 billion strategic investment from Nvidia and named Brookfield its preferred capital partner to raise up to $9 billion for the development of an AI factory.

The company plans to begin operating a 55-megawatt global AI factory in the first half of 2027 and expand capacity to 200 megawatts by 2028, with a long-term goal of reaching 1 gigawatt.

Naver正在关闭增长缓慢的服务，以便将资源重新投入到人工智能、电商和数字基础设施建设中。VIBE将于12月31日停止运营，并从11月27日起暂停新的订阅和付费服务。该公司还将于9月30日关闭Naver TV，并将Clova X和Cue:整合到新的搜索功能中。Naver表示，AI Tab的月活跃用户已突破1000万，并正在与英伟达和Brookfield合作扩展人工智能基础设施。

VIBE 将于 12 月 31 日关闭，距离其 2018 年 6 月推出大约八年，新的订阅和付款将于 11 月 27 日停止。

Wiseapp Retail 表示，VIBE 的月活跃用户数从 2023 年的约 150 万下降到 6 月份的 46 万。

Naver TV 将于 9 月 30 日关闭，其创作者、订阅者和观看次数将转移到短视频平台 Clip。

Naver CEO 崔秀妍表示，截至 8 月初，AI Tab 的月活跃用户已超过 1000 万，其购物和本地内容的点击率超过 40%。

Naver 获得了英伟达 10 亿美元的战略投资，并指定 Brookfield 为其首选资本合作伙伴，为人工智能工厂筹集高达 90 亿美元的资金，计划在 2027 年上半年建成一座 55 兆瓦的全球人工智能工厂，到 2028 年建成一座 200 兆瓦的全球人工智能工厂。

发布于2026年9月7日 上午7:00（韩国标准时间）

Naver通过转换人工智能服务来优化盈利策略

Naver旗下全新直播平台Chzzk的宣传海报 / 图片由Naver提供

Naver 正在加大力度精简其业务组合，关闭业绩不佳或增长缓慢的服务，并将资源重新分配给人工智能 (AI)、电子商务和其他高增长的数字基础设施。

这家互联网巨头近日宣布，将于 12 月 31 日关闭其音乐流媒体平台 VIBE，该平台于 2018 年 6 月推出，至今已有约 8 年历史。新的订阅和付款将于 11 月 27 日暂停。

VIBE做出这一决定之际，正值其在竞争日益激烈的国内音乐流媒体市场举步维艰。据市场调研机构Wiseapp Retail的数据显示，该平台的月活跃用户数已从2023年的约150万下降至今年6月的46万，远远落后于YouTube Music、Spotify和Melon等平台。

Naver 已经转向与成熟平台合作，将 Spotify 的高级套餐添加到其 Naver Plus 会员权益中。

此次最新决定是该公司精简服务组合的整体举措之一。该公司还将于9月30日关闭其视频流媒体平台Naver TV，并将创作者的视频、订阅用户和观看次数转移到其短视频平台Clip。

此举将使其视频业务重心重新集中到 Clip 和新的直播平台 Chzzk 上，这两个平台在其各自的市场都获得了关注。

今年 4 月，Naver 还关闭了其对话式 AI 服务 Clova X 和生成式 AI 搜索服务 Cue:，并将从这些服务中获得的技术和经验融入到 AI Briefing 和 AI Tab 等更新的搜索功能中。

去年，该公司关闭了其创作者平台 Naver Post 和网站建设服务 Modoo。

7月24日（当地时间），Naver董事长李海镇（右）与英伟达CEO黄仁勋在加州英伟达总部签署一项价值10亿美元的战略投资协议后握手。图片由Naver提供。

此次重组是 Naver 寻求在其核心业务中实现人工智能货币化，而不是运营越来越多的独立服务。

Naver首席执行官崔秀妍在公司第二季度财报电话会议上表示，6月份推出的AI Tab截至8月初月活跃用户已突破1000万。她补充说，AI Tab上购物和本地内容的点击率超过40%，表明用户的搜索正在转化为实际的购买和预订。

Naver 也在购物、地图、房地产和健康服务等领域扩展人工智能代理，同时升级其人工智能驱动的搜索和商务产品。

该公司也在加速推进其在人工智能基础设施领域的布局。上个月，该公司获得了英伟达10亿美元的战略投资，并指定Brookfield为其首选资本合作伙伴，以筹集高达90亿美元的资金用于开发人工智能工厂。

该公司计划于 2027 年上半年开始运营一座 55 兆瓦的全球人工智能工厂，并于 2028 年将产能扩大到 200 兆瓦，其长期目标是达到 1 吉瓦。