NHN plans to secure an additional 30 megawatts of AI data center capacity by the second half of next year, split between 20MW of leased space and 10MW of company-owned facilities, as its AI graphics processing unit business becomes a new earnings driver. The expansion would roughly match NHN's existing data center footprint across Yangpyeong, Pangyo and Gwangju, and comes as the company finalizes GPU supply contracts with several overseas customers and reviews capacity in Japan to serve global demand. The push follows a record second quarter in 2026. Consolidated revenue rose 25.3% year over year to 757.9 billion won and operating profit climbed 164.1% to 57.9 billion won, while technology segment revenue increased 52.9% to 159.8 billion won. NHN Cloud's revenue jumped 85.3% after Nvidia B200-based GPU-as-a-Service from the Seoul Yangpyeong data center region, which began operating in late March, ramped up in the second quarter. NHN said directly operated GPU sales should carry higher margins than government projects, though it did not disclose margin targets because leasing and GPU prices remain volatile. The company is also expanding its full-stack AI offering under FactoryX, preparing newer Nvidia B300 systems and weighing NHN Cloud's IPO cautiously as dual-listing regulation and valuation remain unresolved.