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Telecommunications & Media

Korean telcos\' AI data centre race turns to operations, focusing on cooling, connectivity and power efficiency

Korea’s three telecom operators are stepping up efforts to apply their in-house capabilities to AI data centres as competition shifts from capacity expansion to operational execution. As centres scale up, heat and power consumption rise, putting cooling efficiency, stable power supply and network connectivity at the centre of competitiveness. SK Telecom is building an AI data centre unit and developing server solutions and resource-linking architecture. KT is focusing on data centre interconnection and liquid cooling. LG Uplus is combining group technologies in cooling, power and AI-based infrastructure management.

AI & Enterprise

Arm says agent AI could more than quadruple datacentre CPU core demand

Arm CEO Rene Haas said the spread of agent AI is lifting datacentre CPU demand faster than Arm expected. Speaking at a Computex keynote, he said the number of CPU cores needed in datacentres could rise to more than four times the current level under the same power conditions. Haas said agent AI shifts workloads such as token management and execution to CPUs. Arm has entered the AI datacentre CPU market with its Arm AGI CPU.

Industry

Sovereign AI drives second boom in semiconductor market

A second market is opening for AI semiconductors as sovereign AI demand from national and public sectors grows beyond U.S. hyperscalers, expanding needs from GPUs to full-stack chips including CPUs and memory. Power, cooling and space constraints in sovereign environments raise the priority of power efficiency and CPU-memory integration. Forecasts cite rising sovereign AI revenues and a growing AI cloud market. In South Korea, government-backed spending is driving GPU procurement and broader server-component demand.