SK Telecom is planning a significant expansion of AI data centers in South Korea, aiming for a total capacity of 15GW. The initial phase, totaling 5GW, is slated to begin opening in stages starting in 2029. This initiative is supported by the national AI G3 strategy and SK Group's integrated capabilities in HBM, energy, and operations. AI
IMPACT This massive buildout signals a substantial increase in AI computing capacity, potentially driving demand for AI hardware and services in the region.
RANK_REASON Significant infrastructure investment by a major telecom company for AI purposes. [lever_c_demoted from significant: ic=1 ai=0.7]
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