Nvidia Partnership Set to Boost SK Telecom's AI Data-Center Business -- Market Talk

Dow Jones

06/11

0151 GMT - SK Telecom's artificial-intelligence data-center business could get an additional boost from its partnership with Nvidia, KB Securities' Kim Joon-sop says. The analyst expects the South Korean mobile operator's gigawatt-scale AI factory partnership with Nvidia to evolve into a graphics-processing-unit-as-a-service business generating 20 trillion won in revenue and four trillion won in operating profit. SK Telecom has operated a "GPUaaS" business since 2024, allowing customers to rent high-performance GPUs over the internet, KB says. The company plans to expand its AI data-center capacity in South Korea to more than 200 megawatts by 2029 from 40 megawatts in 2H 2027, KB adds. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

June 10, 2026 21:51 ET (01:51 GMT)

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The analyst expects the South Korean mobile operator's gigawatt-scale AI factory partnership with Nvidia to evolve into a graphics-processing-unit-as-a-service business generating 20 trillion won in revenue and four trillion won in operating profit. SK Telecom has operated a \"GPUaaS\" business since 2024, allowing customers to rent high-performance GPUs over the internet, KB says. The company plans to expand its AI data-center capacity in South Korea to more than 200 megawatts by 2029 from 40 megawatts in 2H 2027, KB adds. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 10, 2026 21:51 ET (01:51 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDS.UK","symbol_name":"LS -1X NVIDIA","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2642747090","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642747090","pubTimestamp":1781142660,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0151 GMT - SK Telecom's artificial-intelligence data-center business could get an additional boost from its partnership with Nvidia, KB Securities' Kim Joon-sop says. 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SK Telecom's artificial-intelligence data-center business could get an additional boost from its partnership with Nvidia, KB Securities' Kim Joon-sop says. The analyst expects the South Korean mobile operator's gigawatt-scale AI factory partnership with Nvidia to evolve into a graphics-processing-unit-as-a-service business generating 20 trillion won in revenue and four trillion won in operating profit. SK Telecom has operated a \"GPUaaS\" business since 2024, allowing customers to rent high-performance GPUs over the internet, KB says. The company plans to expand its AI data-center capacity in South Korea to more than 200 megawatts by 2029 from 40 megawatts in 2H 2027, KB adds. (kwanwoo.jun@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 10, 2026 21:51 ET (01:51 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}