NAVER vs Nextdoor

Krafton to Invest Another $250M in India

South Korean gaming company Krafton announced plans to invest an additional $250 million in India over the next three to four years, focusing on AI, robotics, and deep tech. This brings its total planned investment in India to over $500 million, separate from a $670 million India-focused growth fund with Naver and Mirae Asset. Krafton has invested in about 18 Indian startups, including Nodwin Gaming, Loco, and Pratilipi, and has navigated regulatory challenges with its BGMI game. The announcement followed a meeting between Krafton chairman Byung Gyu Chang and Indian Prime Minister Narendra Modi, with discussions on closer cooperation in gaming and technology.

• Krafton plans to invest an additional $250 million in India over the next three to four years.
• This brings Krafton's total planned investment in India to over $500 million.
• The new investment is separate from the $670 million India-focused growth fund with Naver and Mirae Asset.

Nvidia secures SK Hynix memory in $500B AI deal

Nvidia announced an agreement with South Korea’s SK Hynix to secure high-bandwidth memory supplies for its advanced GPUs and AI systems. The deal, unveiled at an AI summit in San Francisco, could be worth as much as $500 billion over multiple years and includes construction of large-scale data centers expected to come online in 2027. SK Hynix affiliate SK Telecom will build a cloud business using Nvidia’s Vera Rubin systems, and Nvidia said it is targeting capacity requiring roughly 2 gigawatts of power. Nvidia also pledged $1 billion to Naver to support data center projects. The agreement aims to alleviate a global HBM memory shortage and signal broader infrastructure buildouts beyond traditional hyperscalers.

• Nvidia secured AI memory supply from SK Hynix under an agreement announced in San Francisco.
• The agreement could be worth up to $500 billion over multiple years and includes building large-scale data centers expected online in 2027.
• SK Hynix affiliate SK Telecom will build a cloud business using Nvidia’s Vera Rubin systems.

Investor Presentation Released: Nextdoor

AI parsed presentation narrative: Nextdoor has achieved a record financial quarter driven by a compounding 'flywheel' effect where improved neighbor contributions increase platform relevance and engagement. Management is focused on transitioning from general news and alerts to verified, community-driven recommendations powered by AI to drive high-margin monetization through local lead generation and video advertising. Key tailwinds mentioned: AI Search Migration, Self-Serve Ad Growth.