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SK Telecom Pursues 15GW AI Data Center Buildout, Aiming to Become Asia's AI Infrastructure Hub

Artificial IntelligenceTechnology & InnovationInfrastructure & DefenseCompany Fundamentals

SK Group plans to scale its Ulsan AI data center to GW levels, with 5GW to be activated in stages starting in 2029 and expanding to a total of 15GW. SKT will spearhead the initiative as SK Group integrates full-stack AI infrastructure capabilities. The project signals meaningful long-cycle capacity buildout, which should be supportive for AI infrastructure demand expectations.

Analysis

SK Group plans to scale its Ulsan AI data center to GW levels, with 5GW to be activated in stages starting in 2029 and expanding to a total of 15GW. SKT will spearhead the initiative as SK Group integrates full-stack AI infrastructure capabilities. The project signals meaningful long-cycle capacity buildout, which should be supportive for AI infrastructure demand expectations.

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