Coupang announced a partnership with NVIDIA to develop an AI factory that will accelerate innovation across its e‑commerce logistics and delivery services. The collaboration, unveiled at the NVIDIA AI Conference & Expo, targets a jump in GPU utilization from the current 65% to 95% across Coupang’s operations, a move that is expected to speed up the development and deployment of AI models for demand forecasting, fulfillment automation, and route optimization.
The AI factory will leverage NVIDIA’s DGX SuperPOD infrastructure and Dynamo software, and will be built on Coupang’s own Intelligent Cloud (CIC) platform, which was launched in July 2025. The partnership is designed to give Coupang a “paved road” for data scientists and machine‑learning engineers to test and launch new innovations, thereby strengthening the company’s Rocket Delivery promise of speed, selection, and price.
Coupang’s Q4 2025 earnings, released shortly before the partnership announcement, showed a net loss of $0.01 per share and revenue of $8.84 billion, missing the consensus EPS estimate of $0.04 and falling short of the expected $9.26 billion. The miss was largely attributed to heavy infrastructure investments and a December 2025 data incident that affected 33 million accounts and prompted the company to issue $1.2 billion in customer compensation vouchers.
Ashish Suryavanshi, Coupang’s VP of Engineering, said the partnership would “advance our existing AI and Machine Learning‑based operations and continue new innovation,” emphasizing that the company’s Rocket Delivery promise requires constant evolution and that NVIDIA’s expertise will unlock new levels of innovation for both the business and its customers.
Management guidance for Q1 2026 projects revenue growth of 5%–10% on a constant‑currency basis and indicates no EBITDA margin expansion for the year, reflecting the company’s ongoing investment in AI and the lingering impact of the data incident. The guidance signals a cautious outlook amid significant capital expenditures, while the AI partnership is viewed as a long‑term competitive advantage.
Investors reacted positively to the partnership announcement, while the Q4 2025 earnings elicited mixed reactions. The market’s response highlights the balance between enthusiasm for the AI initiative and concern over short‑term profitability challenges stemming from infrastructure spending and the data‑incident costs.
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