Krafton, the gaming giant behind PUBG and Subnautica, has just dropped a bombshell: they're going all-in on AI! In a recent financial report, Krafton revealed their ambitious plan to become an 'AI First' company, a strategy they initially hinted at in a Korean document shared with investors.
But what does this AI-centric vision entail? In their Q3 2025 earnings report, Krafton explained that enhancing their AI capabilities is the key to delivering unique user experiences and fostering innovation across all their services. This shift will enable the automation of various tasks, both new and existing.
To make this dream a reality, Krafton has invested a whopping KRW 100 billion in a GPU cluster, paving the way for large-scale creative experimentation and organizational transformation. But here's where it gets controversial: they've also partnered with SK Telecom to develop a proprietary foundation model with an astonishing five billion parameters. This model, they claim, will be the backbone of an integrated AI system capable of everything from extensive training to in-game implementation.
The company's focus on AI is not just about technology. It's also about revolutionizing the gaming experience. Krafton is set to introduce its first Co-Playable Character (CPC), PUBG Ally, in PUBG: Battlegrounds Arcade Mode in 2026. This AI companion promises to offer players a fresh, strategic gameplay experience.
Moreover, Krafton is committed to expanding its portfolio, with 11 new projects in the works as of November 2025, a significant jump from the previous year.
So, will Krafton's AI-first approach be a game-changer or a risky move? The gaming community is abuzz with speculation. What do you think? Is this the future of gaming, or a potential pitfall? Share your thoughts in the comments!
