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AI & Enterprise

SK Hyper CEO says AI infrastructure bottleneck shifting from GPUs to memory opens opportunity for South Korea

The Korea Association for ICT Promotion (KAIT) held the 16th Digital Insight Forum in Seoul on Wednesday to discuss changes in the global AIDC industry and ways to strengthen South Korea’s AI infrastructure competitiveness. Co-chair Choi Jae-yoo said AIDC requires combined capabilities across sectors and called for integrating national strengths into an exportable package. SK Hyper CEO Jung Seok-keun said bottlenecks are shifting from GPUs and power to memory capacity and business profitability.

AI & Enterprise

SKT to spin off SK Broadband, launch AI data centre unit SK Horizon

SK Telecom will spin off its wholly owned unit SK Broadband to separate its AI data centre business into a new company, SK Horizon, and attract 3.08 trillion won in external investment. SK Broadband will continue wireline, media and enterprise operations, while SK Horizon will run AI data centre infrastructure, including 8 existing centres and projects under construction. KKR and an IMM-Stonebridge consortium will take 29 percent and 20 percent stakes after staged investment.

Telecommunications & Media

Mobile carriers shift CAPEX focus from networks to AI data centres

South Korea’s three mobile carriers are shifting capital spending away from base stations and other traditional networks toward AI infrastructure as 5G rollout stabilises and demand for AI data centres rises. SK Telecom and KT cut network-focused CAPEX in the first half, while LG Uplus increased spending tied to its Paju AI data centre. The companies are rolling out expansion plans and reporting rising AI data centre revenue, while maintaining some network investment for 5G standalone and future 6G preparation.