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AI & Enterprise

LG Uplus launches PMDC alliance to cut AIDC construction time

LG Uplus is developing a standard model for prefabricated modular data centres to standardise the design, construction and operation of AI data centres and meet rising AI infrastructure demand. The company said it signed an agreement with GS Engineering & Construction, Xi C&A, Gansam Architects and D&O CM to build a PMDC alliance. The partners have jointly developed standard models since April, including new-build and retrofit options.

AI & Enterprise

UBS reaffirms bullish view on Micron on HBM4 and AI demand

UBS has reaffirmed its buy rating on Micron Technology and kept its $1,625 price target, about 67 percent above the stock’s early trading price on Aug. 18. UBS argues that rising AI data centre demand, especially for HBM and high-performance server memory, could soften the memory industry’s boom-bust supply cycle. It also points to expanded long-term supply contracts and strong recent results and guidance, while warning the cycle could return if investment overshoots demand.

AI & Enterprise

Naver AI factory in talks on Nvidia GPUs, Brookfield funding to cut investment burden

Naver is pursuing a plan to build its AI factory by receiving graphics processing units from Nvidia and securing computing infrastructure through a separate investment structure under discussion with Brookfield Asset Management. Under the structure, an SPV funded through project financing would buy and own GPUs and data centre facilities, while Naver would operate the business and pay for use. The first phase targets 200 MW by 2028, starting at its Gak Sejong data centre.