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Pledges to halt new data centers unsettle AI stocks amid conflicts over growth, local communities and energySome elected Democratic candidates in the United States pledged to halt new data center construction, with media reports saying AI-related stocks experienced volatility. Financial markets and investors interpreted the pledges as a regulatory risk signal for AI industry growth and analyzed the short-term price readjustment in related stocks.dailyan.com · Nov 9
People Power Party Demands Probe into Woo's AI Data Center AllegationsThe People Power Party called on November 9 for a swift police investigation into allegations that Gangwon Governor Woo Sang-ho falsely claimed a 70 trillion won AI data center investment had been finalized. The dispute comes ahead of the April 7, 2027, Gangneung National Assembly by-election, with the party alleging Woo changed his account after the local elections.chosun.com · Nov 9
South Korea Data Centre Market Set to Grow from US$6.7 Billion to US$20.5 Billion by 2033openpr.com · Nov 9 (opens in a new tab)
Ecolab Korea showcases integrated liquid cooling solutions for AI data centers at DATA CENTER KOREA 2026Ecolab Korea presented integrated liquid cooling solutions and operating strategies for AI data centers at DATA CENTER KOREA 2026, held in Seoul from November 4 to November 6. The company said its acquisition of CoolIT Systems expanded its capabilities by combining direct-to-chip cooling hardware with water treatment, coolant quality management and digital monitoring.elec4.co.kr · Nov 9
SK Telecom to build integrated AI data center infrastructure linking Nvidia GPUs with domestic NPUsSK Telecom, Rebellions and Nvidia signed a memorandum of understanding on November 9 to develop an NVLink Fusion-based integrated GPU and NPU system for deployment and testing in SK Telecom’s AI data centers. Together with earlier government cooperation with AMD, this collaboration provides a foundation for expanding domestic NPU integration across both the UALink and NVLink ecosystems.etnews.com · Nov 9
3 reports
Nvidia says technology allows 37% more GPUs with the same power in AI data centersNvidia said its power management software allowed cloud partner Nscale to increase the number of GPUs it could install by about 37% and token output by 50% within the same power budget. The company also presented an approach to integrating power and cooling management across AI data centers and connecting other companies' custom AI chips to Nvidia infrastructure.mt.co.kr · Nov 9
2 reports
Banks look to sell AI data center loans amid investment risk concernsING is pursuing the sale of 12 data center loans worth about $500 million, including $25 million linked to the Stargate project in New Mexico, according to Bloomberg. ING's specific reasons remain unconfirmed, while other global financial institutions are reportedly reviewing loan transfers or risk-sharing arrangements to manage concentrated exposure to AI infrastructure.chosun.com · Nov 9
Science ministry reviews SK Broadband spin-off to create SK Horizon, seeks comments until November 30The Ministry of Science and ICT is accepting public comments until November 30 as it reviews SK Broadband's application to spin off its data center and submarine cable businesses into SK Horizon. The ministry plans to consider the comments in its review, including assessments of operating capabilities, competition, user protection and the public interest.etnews.com · Nov 9
Expected US data center construction restrictions prompt debate over opportunities and risks for South KoreaSouth Korean lawmakers urged efforts to attract AI data centers as the Democratic midterm victory raised expectations of tighter US construction rules, while reports cited separately amid investment bubble concerns put planned US projects' feasibility at just 35%. Critics warned that South Korea faces the same electricity and water supply problems, while the local economic benefits of data centers remain unproven.khan.co.kr · Nov 8
Nearby power plants do not guarantee an immediate start for AI data centersHana Securities said transmission and substation constraints mean a proposed 1-gigawatt AI data center in Gangneung would need phased development despite nearby generating facilities. Grid connection and electricity supply schedules determine when services can begin, making supply capacity, infrastructure upgrade conditions and customer service timelines essential to assessing development plans.koreaittimes.com · Nov 8
2 reports
Floating data centers emerge as an alternative to land-based facilities as shipbuilders seek expansion into IT infrastructureSamsung Heavy Industries, Hanwha Ocean and HD Korea Shipbuilding & Offshore Engineering are pursuing floating data center businesses as global data center capital expenditure is projected to reach $31.6 trillion cumulatively from 2026 to 2050. Floating facilities are expected to ease land and cooling constraints, but their economics remain unproven and safety concerns persist without international standards.econovill.com · Nov 8
Hanwha Ocean and HD Korea Shipbuilding & Offshore Engineering join early-stage floating data center marketHanwha Ocean unveiled a 60 MW floating data center model at Gastech 2026, while HD Korea Shipbuilding & Offshore Engineering signed an agreement with Schneider Electric to jointly develop floating data center infrastructure. The article says only one commercial floating data center operates worldwide, a 6.5 MW Nautilus facility at California's Port of Stockton that began operating in 2021.econovill.com · Nov 8
3 reports
AI data center investment continues after Democratic victory as scrutiny of business fundamentals growsAI data center stocks fell after Democrats won control of both chambers in the US midterm elections, with the Nasdaq down 5.5% on November 5 amid regulatory concerns, debt burdens and doubts about investment returns. The article argues that AI infrastructure investment is shifting toward actual demand and profitability, highlighting how SK and Naver share investment costs with global investors.edaily.co.kr · Nov 8
Promising industries in the AI era, part 3: New competition in data centers, cooling and power equipmentThe International Energy Agency's 2026 report projects global data center electricity consumption will rise from approximately 485 TWh in 2025 to 950 TWh in 2030, accounting for about 3% of global electricity demand. The article examines how grid connections, power equipment, cooling and long-term operations are expanding business opportunities while making reliable electricity supply and customer demand essential to project viability.koreapost.co.kr · Nov 8
Who bears the costs of AI data centers? An inquiry through social studies, science and informaticsEuropean civil society groups launched joint action on November 6 to demand a halt to new large data centers, with more than 100 organizations supporting events across 16 European countries. The article outlines how high school students can investigate electricity and water consumption, cost allocation and public participation through social studies, science and informatics.kyobit.com · Nov 7
U.S. Democrats plan AI legislation in January, raising uncertainty for data centersU.S. Democrats plan to pursue AI legislation when the new Congress convenes in January 2027, while NH Investment & Securities estimates that 32 GW to 33 GW of planned U.S. data center capacity faces regulatory risk. The proposed measures focus on consumer electricity bills, independent AI safety testing and corporate liability, while the article identifies presidential opposition and state permitting policies as factors affecting their impact.jabon.co.kr · Nov 7
US AI data center uncertainty could create infrastructure investment opportunities for South KoreaSK Telecom is pursuing a 15 GW AI data center target by 2035, with actual capacity expected to depend on electricity availability, customer contracts and investment. The article argues that US grid and permitting uncertainty could create opportunities for South Korea, but attracting investment would require reliable electricity, suitable sites and supportive business conditions.ainews1.co.kr · Nov 7 (opens in a new tab)
OpenAI's continued data center investment plans could support a rebound in Samsung Electronics and SK hynix sharesOpenAI said it would continue AI infrastructure investment despite opposition to data centers, having secured $11 billion in new funding and planning to raise up to another $9 billion. Samsung Electronics and SK hynix are pursuing memory supply cooperation for OpenAI's Stargate project, while a banking executive said confidence in continued AI investment could support Korean semiconductor shares.bloomingbit.io · Nov 7
Could South Korea gain opportunities as US data center projects stall?newsis.com · Nov 7 (opens in a new tab)
Analysts expect limited HBM demand impact from US data center regulationMirae Asset Securities estimated that regulation could affect up to 13 GW of data center capacity, favoring investment delays over cancellations and expecting relatively stable HBM demand under long-term contracts. Its analysts said general-purpose DRAM and SSDs could be more sensitive to construction delays, but concluded this was not a concern because the shift to HBM is tightening general-purpose DRAM supply.core.asiae.co.kr · Nov 6
Nvidia completes investment in Naver to support AI factory developmentNvidia paid 1.3412 trillion won for newly issued Naver shares, securing a 4.13% stake and becoming its third-largest shareholder. Naver plans to start operating a 55 MW AI factory in the first half of next year and expand capacity to 200 MW in 2028.zdnet.co.kr · Nov 6
OpenAI pledges to cover power infrastructure costs as Korean AI data centers seek customersOpenAI pledged to cover electricity and power infrastructure costs for data centers it directly owns and operates, while Korea's plans target 8.4 GW by 2029, reaching 18.4 GW only with SK's expansion through 2035. Experts questioned whether confirmed demand supports the longer-term target, while Korean companies said they are discussing customer commitments alongside development.hankookilbo.com · Nov 6
Socomec expands investment in South Korea's AI data center power marketSocomec Korea held its 2026 Designer Day Korea event in Seoul on the 5th and unveiled the Delphys XL+ uninterruptible power supply using silicon carbide power semiconductors. The company plans to strengthen sales, service and technical support for Korean data center and semiconductor customers as it expands investment in the market.thelec.kr · Nov 6
2 reports
CNBC features Korean low-heat AI chips amid US data center resource concernsCNBC featured South Korean AI chip company DeepX's low-power, low-heat technology on the 5th in coverage of data center cooling and resource consumption. A demonstration showed butter remaining unmelted on a DeepX chip, but chip-temperature comparisons alone cannot establish water or electricity savings across an entire data center.yna.co.kr · Nov 6
2 reports
KENTECH students win bronze at KEPCO competition for tracing data center grid oscillationsKENTECH undergraduates won bronze at the BIXPO 2026 KEPCO invention competition for ModeTrace, a system that traces grid oscillations to individual GPU workloads in AI data centers. Simulations using 2 GPUs tested three mitigation measures, with alerts and assessments matching predictions, suggesting potential to address problematic workloads without restricting an entire data center's power consumption.mk.co.kr · Nov 6
2 reports
KPX seeks to reduce overestimation and underestimation of data center electricity demandKPX is refining demand forecasts for national strategic industries as it seeks to reduce overestimation and underestimation of data center electricity demand. The supplied text also identifies analysis of economic losses from delays to power grids and power plants.newsis.com · Nov 6
Acryl plans power-aware GPU scheduling amid US data center regulatory discussionsAcryl outlined plans on September 28 to add power-aware scheduling to GPUBASE, separately reporting existing-platform tests using 1,272 GPUs and effective GPU utilization of up to 93%. The scheduling feature remains a development plan without a specified commercialization date or quantified electricity savings, and the tests do not establish its performance.market-ink.co.kr · Nov 6
Yeonggwang secures additional orders for AI data center generation equipment and plans expanded mass productionYeonggwang said it had secured additional orders for gas-engine generation equipment used in overseas AI data centers, with energy-sector orders totaling approximately 8 billion won in the first half of this year. The company plans to expand supplies using modularization capabilities developed in shipbuilding and plant engineering as investment in distributed generation increases.financialpost.co.kr · Nov 6
US lawmakers call for data center construction moratorium after Democratic election victorySenator Bernie Sanders called for a nationwide data center construction moratorium after the election, while a CNBC exit poll found 56% considered AI and data center infrastructure important to their vote. Texas governor-elect Gina Hinojosa also pledged to halt permits pending resident protections, while semiconductor and data center stocks fell amid concerns over tighter regulation.impacton.net · Nov 6
Schneider Electric presents integrated power distribution, UPS and liquid cooling for AI data centersSchneider Electric demonstrated 5 solutions spanning power distribution, uninterruptible power supplies, cooling and operational software during a media tour at Data Center Korea 2026. The company presented connected power, cooling and operations systems intended to improve data center reliability, efficiency and scalability as AI workloads increase electricity demand and cooling loads.fajournal.com · Nov 6
17 reports
US votes to restrict data centers could affect construction timing for Korean power equipment suppliers with 37 trillion won in backlogsUS voters considered 41 data center ballot measures across 10 states on November 3, with at least 14 Ohio communities choosing bans or restrictions. Korean power equipment suppliers with combined backlogs of about 37 trillion won could face order and delivery delays if local opposition postpones construction, although grid replacement demand continues to support orders.inews24.com · Nov 6
Column: AI data center expansion requires clear responsibility for power supplySamsung SDS has begun building an AI data center in Gumi with an initial power capacity of 60 MW, which it plans to expand to a maximum of 120 MW. The column argues that government and companies must coordinate data center investment with power infrastructure expansion and establish principles for allocating grid costs.inews24.com · Nov 6
Freezes on new data center permits in some US states could affect Korean transformer delivery schedulesGoldman Sachs estimated that 45% of planned US data center capacity could be directly affected if state and local permit moratoriums take effect. The article suggests Korean heavy electrical equipment manufacturers may need to adjust delivery schedules or redirect delayed shipments to other utility customers, while on-site generation could broaden demand for distribution equipment.g-enews.com · Nov 6 (opens in a new tab)
Some countries restrict AI data center expansion as South Korea eases rules to encourage investmentSouth Korea announced plans to establish 8.4 GW of large AI data center capacity across five regions by 2029 and add 10 GW by 2035, alongside permitting reforms intended to reduce investment delays. Some US and European jurisdictions have restricted construction or tightened grid connection conditions, while South Korea's exemptions for qualifying smaller facilities outside the capital region do not constitute blanket deregulation.esgbusinessreview.kr · Nov 5
Infineon Technologies identifies AI data center power chips as a new growth driverInfineon Technologies outlined its AI data center power chip strategy, with power systems division head Adam White expecting rising electricity demand and the transition to 800 V DC architectures to expand the market. The company signed a memorandum of understanding with SOLUM to jointly develop server power supplies, battery backup units and intermediate bus converters, complementing its cooperation with Hyosung Heavy Industries and LS ELECTRIC.thelec.kr · Nov 5 (opens in a new tab)
14 reports
Hanwha Ocean and ABB to jointly develop key floating data center technologiesHanwha Ocean said on the 5th that it signed a memorandum of understanding with ABB to cooperate on power and control systems for floating data centers. The companies plan to review power system designs and develop operating and control technologies through May next year, with Hanwha Ocean handling basic design and ABB assessing reliability and power quality.thelec.kr · Nov 5
16 reports
Could US data center curbs bring global tech giants to Korea?South Korea’s government presented a long-term plan in June to build 18.4 GW of AI data centers, as the article considers whether possible U.S. construction restrictions could redirect investment to the country. Professor Lee Seong-yeop said tighter U.S. regulations could prompt companies to consider South Korea, but attracting investment would require stable power supply and swift permitting.mt.co.kr · Nov 5
Emerald AI executive urges power flexibility to address South Korean AI data center constraintsEmerald AI product head Mansi Shah said a California demonstration coordinated approximately 35,000 AI tasks through software and maintained a roughly 15% reduction in power use. Shah urged South Korea to adopt flexible data center power use, while EPRI fellow Mark McGranaghan stressed that demand flexibility cannot replace investment in transmission and distribution infrastructure.marketin.edaily.co.kr · Nov 5
DC distribution could reduce AI data center electricity consumptionLS ELECTRIC said its DC factory improved energy efficiency by more than 10% compared with AC distribution, as Korean electrical equipment manufacturers develop DC technologies for AI data centers. DC distribution can reduce conversion losses and heat, but equipment replacement costs and difficulties interrupting fault currents remain barriers.sidae.com · Nov 5
LG Electronics broadens engagement with AMD as it targets AI data centersLG Electronics expanded its engagement with AMD at an event in Seoul while developing its AI data center business, which secured a 5GW cooling supply contract with Air Control Concepts. The company is expanding cooling production capacity and developing DC grid solutions to combine cooling and power management for AI data centers.press9.kr · Nov 5
Infineon Technologies strengthens cooperation with SOLUM on AI data center HVDC power solutionsInfineon Technologies signed a memorandum of understanding with SOLUM to expand AI data center HVDC cooperation into 3 applications: intermediate bus converters, battery backup units and server power supplies. The companies plan to combine semiconductor and system expertise with server power and module manufacturing capabilities to explore efficient HVDC solutions.kipost.net · Nov 5
11 reports
NAVER Cloud aims to become a leading Asian AI factory developer and expand globallyNAVER Cloud plans to expand AI factory supply capacity from an initial 55 MW to 200 MW by 2028, with a longer-term ambition of reaching 1 GW depending on customer demand. The company is discussing next-generation AI factory architecture with NVIDIA and researching integrated power and cooling designs as it seeks global private-sector customers.zdnet.co.kr · Nov 5 (opens in a new tab)
Samsung Electronics and SK hynix shares fall amid concern over Texas data center restrictionsSamsung Electronics and SK hynix shares fell 6.54% and 8.95%, respectively, in morning trading as investors worried about a Texas governor-elect's pledge to suspend new data center approvals. The article notes that the suspension remains a campaign pledge and that existing data centers, construction projects and confirmed semiconductor orders have not immediately been canceled.lcnews.co.kr · Nov 5
2 reports
SOLUM pursues 800 V DC power solutions amid moves toward tighter US data center regulationSOLUM has developed an 800 V DC, 26 kW converter for battery backup units and is pursuing entry into global hyperscale data center supply chains. The company targets mass production in the first quarter of 2027 after further compatibility and customer testing, while the article cautions that tighter US construction restrictions could delay equipment orders.dt.co.kr · Nov 5
BloombergNEF analyst urges better power access and permitting for Korea's AI competitivenessBloombergNEF's head of global transition analysis urged Korea to improve electricity supply and data center permitting, forecasting cumulative global data center investment of about $7 trillion by 2031. The analyst said Korea also needs independent frontier AI model development capabilities because spending alone would struggle to close the gap with US and Chinese competitors.electimes.com · Nov 5
2 reports
Industry calls for demonstration opportunities for Korean NPUs and power equipmentRepresentatives from 15 companies at an AI data center industry meeting called for clearer power supply and permitting arrangements and more opportunities to demonstrate Korean NPUs and power and cooling equipment. Participants requested performance-based public procurement, demonstration support and coordinated permitting to help domestic technologies enter operating data centers.econovill.com · Nov 5 (opens in a new tab)
16 reports
Palomino receives first commercial order for microLED optical interconnect chips for AI infrastructureUS startup Palomino received its first purchase order from an unnamed global hyperscaler for gallium nitride microLED optical interconnect chips for AI infrastructure. The order includes work to improve optical output and fiber coupling efficiency, while the company says its redesign of display-oriented microLED technology demonstrates commercial potential for high-speed data transmission in AI data centers.etnews.com · Nov 5
Gigaflops selected for TIPS support to develop AI data center heat managementGPU data center software startup Gigaflops was selected for the TIPS startup support program to advance its PRISM platform, building on engineering experience and 3 registered patents. The project will combine a digital twin with predictive AI to anticipate localized overheating and optimize cooling, although physical accuracy and compatibility across hardware remain challenges.dhilbo.co.kr · Nov 5 (opens in a new tab)
AI data center projects face resident opposition, power shortages and policy disputesS&P Global Ratings found that approximately three-quarters of 146 delayed or canceled US data center projects were linked to resident opposition. One industry official said South Korea's Central Government needs a framework to reconcile differences among local governments, developers and residents and create a predictable business environment to accelerate domestic AI infrastructure investment.newsian.co.kr · Nov 5 (opens in a new tab)
Korea Data Center Council and KOTRA seek foreign investment in AI data centersKorea Data Center Council and KOTRA signed a memorandum of understanding on the 4th to attract foreign investment into South Korea's data center industry. They plan to connect overseas investors with domestic companies and help address power supply and permitting difficulties.zdnet.co.kr · Nov 5
4 reports
Power Access Shapes Korea’s Data Center Market as Track Records Gain FocusIGIS Asset Management aims to build a data center portfolio totaling 520 MW and KRW 13 trillion in assets under management by 2031, drawing on development and operating experience in Hanam and Samsong. Power constraints and permitting hurdles are limiting new supply in South Korea, increasing the importance of experience in managing development risks and operating assets reliably.mingtiandi.com · Nov 5
Shinsung E&G targets AI data center cooling efficiency with EDCShinsung E&G showcased its Eco Data Center Cooler at Data Center Korea, claiming energy savings of about 15% compared with conventional cooling methods. The company has completed product demonstration testing and plans to begin full-scale production and supply next year.ikld.kr · Nov 4
Chiller and pump suppliers compete on efficiency for AI data center coolingAutech Carrier showcased a 1.3 MW coolant distribution unit at Data Center Korea 2026, while Hyosung Goodsprings presented efficient cooling-water pump systems. Autech Carrier estimates its heat-exchange technology can reduce chiller energy use by approximately 10% to 15%, a figure that does not cover total data center electricity consumption.econovill.com · Nov 4
Hyosung Goodsprings to supply cooling pumps for SK Telecom's Ulsan AI data centerHyosung Goodsprings secured contracts to supply sensorless inline cooling pumps for the 40MW first phase and 60MW second phase of SK Telecom's Ulsan AI data center. The pumps automatically adjust motor speed to cooling demand, reducing unnecessary electricity consumption without separate flow sensors.thelec.kr · Nov 4
SFEX Tech presents zone-specific electrical fire safety solutions for data centersSFEX Tech presented electrical fire safety solutions for five vulnerable data center areas at Data Center Korea 2026. The products are designed to address risks including battery thermal runaway, electrical equipment overheating and fires inside power strips, with measures for early suppression and limiting fire spread.electimes.com · Nov 4
2 reports
Companies pursue nuclear power contracts and new technologies to address AI infrastructure obstaclesMicrosoft signed a contract to buy power exclusively from Three Mile Island Unit 1 for 20 years as technology companies seek alternatives to reliance on existing grids. Companies are also pursuing immersion cooling and floating data centers, while industry voices call for clearer South Korean permitting rules, including environmental impact assessment requirements.m-i.kr · Nov 4
US Democrats and Republicans press AI data centers to bear power costs; Bloom Energy emerges as a potential beneficiaryMorgan Stanley estimated a roughly $240 billion US behind-the-meter generation market based on unmet data center power demand during 2026 to 2029 and commercial and industrial demand. Both US parties are pressing data center companies to bear power procurement costs, while Morgan Stanley ranked Bloom Energy first among onsite generation technologies for speed of securing power.fnnews.com · Nov 4
Powernet targets AI data center power market with Sovereign PSU brandPowernet showcased an 8 kW power supply under development and an integrated power shelf at Data Center Korea 2026 as it targets AI data center power infrastructure. The company plans to expand partnerships, identify customers and assess product applications to prepare for future mass production and commercialization.mt.co.kr · Nov 4
4 reports
Civic groups raise concerns over data center projects in Cheonan and AsanA Chungnam environmental group raised concerns at a civic forum over 3 data center projects in Cheonan and Asan totaling 340 MW, citing substantial electricity and water use. A local civic network said it plans to examine whether projects are proceeding without sufficient deliberation or public discussion and respond accordingly.daejonilbo.com · Nov 4
Ulsan steps up investment promotion for AI data center-related industriesUlsan announced an investment promotion booth at Data Center Korea 2026 and has revised support rules to allow subsidies of up to KRW 12 billion per company in AI data center-related industries. The city plans tailored consultations with power, air conditioning, cooling and network companies linked to the SK-AWS Ulsan AI data center project.ujnews.co.kr · Nov 4
2 reports
Data Center Korea 2026 opens with AI infrastructure power and cooling technologiesData Center Korea 2026 opened at Seoul's aT Center on the 4th, showcasing power, cooling and facility operation technologies for AI data centers. Schneider Electric presented integrated power, cooling and digital operation solutions as the exhibition focused on supply reliability, heat management and energy efficiency for increasingly dense AI servers.popcornnews.net · Nov 4
3 reports
Parties clash over Gangneung AI data center ahead of by-election as power, investment, location and financing remain unresolvedGangwon Governor Woo Sang-ho said the proposed 1GW Gangneung AI data center was not confirmed and that its location and implementation approach remained under discussion. The Democratic Party's Gangwon provincial chapter criticized the People Power Party's complaint against Woo as a political attack and called for bipartisan cooperation on attracting corporate investment.jeonmae.co.kr · Nov 4 (opens in a new tab)
US midterm votes could tighten data center power regulation and affect HBM shipmentsUS voters considered 41 data center development ballot measures across 10 states on midterm election day, according to Ballotpedia. The article reports expectations that delayed grid approvals could postpone server rack deliveries and slow related memory shipments, while noting that specific effects on Korean chipmakers' earnings have not been disclosed.g-enews.com · Nov 4 (opens in a new tab)
LS ELECTRIC expands big tech customer base amid US power equipment shortagesLS ELECTRIC secured a data center power distribution supply contract with a major US technology company covering 2027 to 2028. Growing data center demand and equipment shortages have created opportunities for new suppliers, while the company is expanding US production to support repeat orders.ngetnews.com · Nov 4
Shin & Kim says power contracts and customers are key to data center investments worth hundreds of billions of wonJang Kyung-soo, co-head of Shin & Kim's AIDC Infrastructure Center, identified contract succession as a major legal risk in data center investment in an October 29 interview with ChosunBiz. Transferring development rights can depend on succession to electricity supply contracts with Korea Electric Power Corporation, while operator and customer consent rights or buyer restrictions can affect sales after completion.biz.chosun.com · Nov 4
2 reports
KEI Consulting division head Kim Yu-chang says AI data center growth does not automatically expand renewable energyKEI Consulting division head Kim Yu-chang highlighted grid access difficulties, saying only 4 of 195 electricity-use applications for capital-region data centers passed between August 2024 and June 2025. Separately, Kim distinguished physical power supply from renewable procurement, saying reliable data center operations require grid infrastructure and energy storage system support, while renewable procurement concerns contractual recognition of the electricity used.hankyung.com · Nov 4
Pohang biomass proposal explores linking power generation with a data centerA proposal for Pohang's Yeongilman industrial complex links a biomass power plant with a 50MW data center to attract new industries and strengthen the local energy and IT ecosystem. The article says the concept remains preliminary and requires verification of power supply conditions, investment costs, cooling systems, environmental impacts and customer demand.ynenews.kr · Nov 3
HD Hyundai expands power generation engine business to target AI electricity demandHD Hyundai Heavy Industries secured contracts this year to supply 1.6GW of power generation equipment to US companies Aperion Energy Group and Corban Energy Group. The company plans to expand its engine factory by 2028, while HD Construction Equipment has completed a Gunsan factory expansion to increase power generation engine production.sentv.co.kr · Nov 3 (opens in a new tab)
2 reports
DC distribution draws attention as an option for AI data center power needsLS ELECTRIC said its DC factory in Cheonan improved energy efficiency by 10% compared with a conventional AC-based power supply system. DC distribution is attracting attention for AI data centers because reducing repeated AC-to-DC conversion can lower energy losses and heat generation.polinews.co.kr · Nov 3 (opens in a new tab)
SDT to unveil 100kW immersion cooling system for AI data centersSDT said it would unveil its AquaRack 42U single-phase immersion cooling system, with 100kW cooling capacity, at Data Center Korea 2026 in Seoul. The company says the system addresses growing cooling demand from high-density AI and high-performance computing servers by immersing them directly in nonconductive cooling fluid.etnews.com · Nov 3
3 reports
Data center disputes near Seoul-area homes prompt calls for carbon-free power and open consultationResidents near proposed data centers in Goyang and Hanam have protested concerns over electromagnetic fields from 154kV transmission lines and round-the-clock cooling fan noise. Experts cited in the article call for early consultation among local authorities, residents and companies, alongside advance disclosure of power, water and environmental assessment data.koreasprint.com · Nov 3 (opens in a new tab)
Samsung SDS breaks ground on 60 MW AI data center in Gumi, targeting completion in late 2028Samsung SDS broke ground on a dedicated AI data center with 60 MW of power infrastructure in Gumi, targeting completion in December 2028 and operation in March 2029. The facility will use high-density power infrastructure and efficient cooling to support high-power AI GPUs and meet growing generative AI and cloud demand.mtnews.net · Nov 3
25 reports
Korea Development Bank outlines policy financing support for AI city data centersKorea Development Bank presented financing support for 14 domestic data centers at the 2026 AI City Forum, where team leader Seo Ji-hoon highlighted their importance to AI cities. Seo said regional infrastructure expansion requires long-term funding, while policy financing can complement private finance for large initial investments and lengthy capital recovery periods.straightnews.co.kr · Nov 3
Neocloud skepticism grows as GPU investment burdens rise, testing Korean companiesCoreWeave and Nebius shares fell about 8% on the US market on the 2nd amid concerns over neocloud companies' debt and financing burdens. Korean AI infrastructure companies are also expanding, while the industry expects long-term customer contracts, actual GPU utilization and investment recovery periods to determine competitiveness.zdnet.co.kr · Nov 3 (opens in a new tab)
Koramco Asset Management holds resident briefing on data center construction concernsAbout 60 residents attended a briefing organized by K-Square Manus Data Center Guro PFV on the proposed data center at the SK Rent-a-Car site in Guro. Experts discussed electromagnetic fields, cooling noise, heat emissions and fire safety, while the developer said it would maintain communication channels and consider residents' feedback.sisacast.kr · Nov 3
Hyosung Goodsprings introduces updated cooling pump for data centersHyosung Goodsprings said it would exhibit a sensorless inline pump with newly added harmonic distortion monitoring at Data Center Korea 2026, held from the 4th to the 6th. The pump's display allows real-time checks of electrical waveform distortion without separate measuring equipment, alongside a broader exhibit covering data center cooling, water supply, firefighting and drainage pumps.thelec.kr · Nov 3
4 reports
Analysis: AI data center efficiency competition expands to cooling infrastructure and Hyosung Goodsprings' pump strategyHyosung Goodsprings is presenting data center pump solutions at Data Center Korea 2026 from November 4 to 6, including a sensorless inline pump with added harmonic distortion monitoring. The analysis cautions that industry growth does not guarantee company earnings growth and says orders, installations, system-wide energy savings and maintenance costs require verification.newsvalue.kr · Nov 3
Reported review considers 3–4GW cut to 11.9GW AI data center demand forecast in electricity planDailian reported that a 3–4GW reduction was under review for the additional AI data center demand forecast in the 12th Basic Plan on Long-term Electricity Supply and Demand. Minister Kim Sung-hwan said the adjustment had not been finalized, while lawmakers questioned project readiness and possible double counting in demand estimates.dataeconomy.co.kr · Nov 3 (opens in a new tab)
LS ELECTRIC chairman advocates intelligent DC grids for AI power demandLS ELECTRIC chairman Koo Ja-kyun advocated intelligent DC grids at the 2026 CIRED workshop, saying reliable power infrastructure is essential for stable AI data center operations. Koo called for combining power equipment with data and AI to detect abnormalities early and manage flexible, bidirectional energy flows.segye.com · Nov 3
17 reports
LG CNS completes 30 MW AI data center in IndonesiaLG CNS completed a 30 MW hyperscale AI data center in Jakarta and said it had secured customers for the facility's entire capacity before completion. The facility initially uses air cooling, with liquid cooling planned in stages, while the company is designing a subsequent phase expected to bring total power capacity to 400 MW.goodmorningvietnam.co.kr · Nov 2
26 reports
South Korean space data center proposal targets first orbital demonstration in 2028Lim Jeong-heum, head of the Korea Aerospace Research Institute's Space Exploration Research Center, proposed using Nuri's 2028 launch for the first orbital demonstration of a 100kg-class space data center. Lim said ground testing alone makes it difficult to verify large-scale power supply, heat dissipation and reliable AI processor operation in space, and orbital results are needed to assess subsequent development and investment scale.zdnet.co.kr · Nov 2
6 reports
Emerson Korea to showcase AI data center cooling automation and predictive maintenance technologyEmerson Korea said it would showcase automation solutions spanning cooling controls, condition diagnostics and precision measurement at Data Center Korea 2026 in Seoul. The technologies are intended to improve cooling efficiency and operational reliability by connecting control, diagnostic and measurement data to identify equipment problems early.zdnet.co.kr · Nov 2
2 reports
Nvidia targets 14-day data center deployment as experts call for Korean modular standardsNvidia unveiled its DSX POD containerized AI data center design, saying it could reduce deployment from 6 months to 14 days on sites with power and cooling infrastructure already prepared. Experts said South Korea needs modular data center models reflecting domestic building, fire safety and seismic standards, as well as local site and installation conditions.m.ekn.kr · Nov 2 (opens in a new tab)
Masan data center secures customer interest in full 80MW capacity, with final commitment pendingDeveloper Samgong Percent secured a letter of intent from an undisclosed big technology company to use the full 80MW capacity of its planned Masan AI data center. The developer plans to obtain a final commitment by year-end, while power supply arrangements and financing remain unresolved.mobile.busan.com · Nov 2 (opens in a new tab)
Lawmakers seek tighter AI data center permitting as government considers easing eligibility criteriaLawmakers Chae Hyun-il and Han Jeoung-ae each introduced a partial amendment bill to strengthen residential protections under the AI data center special act, which takes effect on March 10 next year. The government is reportedly discussing lowering the AI computing equipment power threshold from 10MW to about 5MW, but final criteria remain undecided.zdnet.co.kr · Nov 2
AI data center bill would link support to local power use and exclude certain residential and educational protection building permits from deemed approvalLawmaker Han Jeoung-ae introduced a partial amendment bill on October 30 that would incorporate regional power production and consumption into AI data center special-zone designation and developer support. It would prioritize support for centers using locally generated electricity and exclude certain building permits protecting residential and educational environments from provisions deeming approvals complete.energydaily.co.kr · Nov 2
South Korean AI Data Center Industry Urges Government to Set Up Dedicated Power-Supply DeskAt a Seoul roundtable, 15 companies urged South Korea's government to establish a dedicated power-supply consultation channel for AI data centers and binding permit-processing deadlines. Companies said uncertainty over electricity availability delays investment decisions and also requested support for renewable energy microgrids, domestic AI chips, and power and cooling equipment testing.finance.biggo.com · Nov 2 (opens in a new tab)
Bill proposes grid assessment and tax incentives for data centers using locally generated electricityLawmaker Han Jeoung-ae introduced a partial amendment bill on October 30 proposing incentives for large electricity users, including data centers, that consume locally generated power. The proposal would allow some grid impact assessment items to be omitted and provide a basis for equipment cost support, tax reductions and waste heat supply support.energydaily.co.kr · Nov 2
Study detects 60-second frequency fluctuations in 12 power grids, including South Korea'sAn international research team detected frequency fluctuations recurring every 60 seconds across 12 power grids, including South Korea's, and linked periodic power changes to battery self-checks in uninterruptible power supplies. The observed fluctuations are not currently large enough to cause widespread blackouts, but repeated output adjustments by generating equipment to maintain grid frequency could accumulate strain.biz.chosun.com · Nov 2
AI data center boom supercharges Korean power equipment industryHD Hyundai Electric reported third-quarter revenue of 1.18 trillion won, up 18.5%, while LS Electric reported 1.88 trillion won, up 54.4%. Growing demand for AI data centers, semiconductor plants and replacement power grids in the United States is supporting equipment sales, although delayed data center projects pose a risk.koreajoongangdaily.com · Nov 2 (opens in a new tab)
South Korea's data center supply chain expands beyond AI chips into cooling, power equipment and componentsLG Electronics secured more than 3 trillion won in cooling solution orders through the third quarter, including a long-term supply agreement covering 5 GW with Air Control Concepts. Growing AI data center investment is increasing demand for cooling equipment, power infrastructure and server components across South Korean industry.viva100.com · Nov 2 (opens in a new tab)
Sogang professor calls for phased development of 18.4GW AI data centers based on demand and power availabilitySogang University professor Jeong Byeong-seon urged phased development of the 18.4GW AI data center plan, saying domestic demand projections alone make the target difficult to explain. Jeong said second-phase approvals for 10GW should start with projects securing anchor customers and grid access, with site and power allocations withdrawn if conditions remain unmet within a specified period.hani.co.kr · Nov 2 (opens in a new tab)
LG CNS and Samsung SDS expand AI data center businessesLG CNS completed a 30 MW AI data center in Jakarta, while Samsung SDS began construction of a 60 MW AI data center in Gumi. The Gumi facility is scheduled for completion in late 2028 and is designed to allow phased expansion to a maximum of 120 MW.dnews.co.kr · Nov 2
DTS secures heat exchanger supply work for US AI data center power projectDTS secured air-cooled heat exchanger supply work for the Gains Tolk power project serving US AI data centers and established annual cooling equipment production capacity covering 2.7 GW. The company is preparing full-scale equipment supply, but the monetary value assigned to its production capacity does not represent actual orders or confirmed revenue.financialpost.co.kr · Nov 2
Australian 1GW AI data center drops initial power supply target amid environmental review delaysEnergy North has dropped its June 28, 2028 target for first power supply to the 1GW Project Ares AI data center in Australia's Northern Territory because of environmental review delays. The Northern Territory Environment Protection Authority required the developer to submit a formal environmental impact statement and will itself hold further consultations with the federal government; it has not rejected the project.zdnet.co.kr · Nov 2
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Taylor data center land sale faces investigation amid concerns over power infrastructureTexas Attorney General Ken Paxton opened an investigation into the $10 million sale of park trust land for the Blueprint data center project in Taylor. The investigation does not target Samsung Electronics' Taylor factory, while local concerns persist over transmission capacity as large data center projects advance.g-enews.com · Nov 2 (opens in a new tab)
LG Uplus's Pyeongchon 2 data center receives ISO 50001 energy management certificationLG Uplus said its Pyeongchon 2 data center in Anyang received ISO 50001 certification for its energy management system. The company is also testing direct-to-chip liquid cooling at the facility and plans to improve AI data center cooling efficiency and sustainability.econovill.com · Nov 2
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Hyundai Motor Group advances Saemangeum AI data center construction and 9 trillion won AI valley investmentHyundai Motor Group finalized affiliate participation in an AI data center forming part of its approximately 9 trillion won Saemangeum AI Valley project. The group targets construction starting in March 2027 and service beginning in early 2030, with separate entities planned for data center infrastructure and GPU services.energyprosumer.info · Nov 2 (opens in a new tab)
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Opinion: Daejeon should pursue an AI data center with careful site selectionKAIST research professor Lee Chae-seok advocates an AI data center in Daejeon to support regional AI services and local use of research, while citing 48 US projects halted or delayed by resident opposition. Separately, Lee argues that Daejeon should assess power, water and other siting constraints before seeking investment, coordinating grid and water planning with neighboring regions.daejonilbo.com · Nov 2
Three South Korean power equipment makers expand into AI data center distribution systemsLS ELECTRIC signed a 168.9 billion won long-term agreement to supply data center power distribution solutions to a US technology company from 2027 to 2028. HD Hyundai Electric, LS ELECTRIC and Hyosung Heavy Industries are expanding distribution equipment capacity and technology investment as AI data centers and semiconductor factories increase demand for internal power infrastructure.inews24.com · Nov 2
South Korea moves toward easing AI data center qualification rules ahead of public consultationSouth Korea's government is pursuing a reduction in the AI equipment power threshold for AI data center recognition from 10 MW to around 5 MW. The article interprets the proposed easing as support for converting parts of existing data centers to AI use, while ministries continue discussing the ceiling for power grid impact assessment exemptions.etnews.com · Nov 1
Korea Investment and SBI discuss joint fund targeting 10 trillion won for Japanese AI data centersKorea Investment Holdings and Japan's SBI Financial Group are discussing a joint fund with an initial investment target of 1.15 trillion yen for 200 MW of AI data centers in Japan. Companies that have expressed interest in participating aim to supply their products and equipment to the data centers in connection with their fund contributions.hankyung.com · Nov 1
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Korean companies seek investment returns and equipment orders from Japanese data centersSix Samsung affiliates agreed in September to invest $1 billion in US AI infrastructure company Helix, linking infrastructure investment with opportunities for their core businesses. An iM Securities analyst said Korean companies could participate in joint Korean-Japanese data center projects through equity investments or fund commitments, with potential roles in construction and related services.fnnews.com · Nov 1
SGC Energy advances data center project targeting operations in 2029SGC Energy is pursuing its second domestic AI data center project with a target of starting operations in 2029 and has already secured power supply for part of its capacity. DS Investment & Securities expects the sale of the first project to generate cash that would ease the financial burden of developing the second project.pinpointnews.co.kr · Nov 1
AI investment raises concerns over major technology companies' cash flowAlphabet, Amazon and Meta reported third-quarter free cash flow deficits of about $9.1 billion, $33.5 billion and $2.1 billion, respectively, as AI infrastructure spending increased. Despite rapid cloud revenue growth, heavy data center and equipment investment is raising concerns about returns and cash generation, while major technology companies plan to continue investing.zdnet.co.kr · Nov 1
North American data center sector changes transmission conductor specifications to address grid constraintsNorth American data center developers are upgrading existing transmission infrastructure with high-temperature, low-sag conductors, while Goldman Sachs Research puts AI workloads at about 14% of current data center electricity consumption. Replacing conductors can increase transmission capacity without additional towers, while major hyperscale operators require environmental product declarations from component manufacturers to support their net-zero commitments.g-enews.com · Nov 1 (opens in a new tab)
Merchants near planned Incheon North Port data center seek measures on high-voltage cables and heat dischargeMerchants near a planned 50 MW data center in Incheon's North Port commercial district raised concerns about high-voltage cable connections, cooling-system heat discharge and fire safety. The merchants' association wants connection routes and safety plans verified and disclosed before operation, although no actual environmental damage or illegality in the permitting process has been confirmed.incheonnews.com · Nov 1
Lawmaker urges electricity tariff and grid connection reforms for AI data centersLawmaker Eo Ki-gu called on the 26th for initial electricity basic charges and supply plans to reflect AI data centers' gradual increases in power consumption as servers are installed. The article states that basic charges based on maximum demand power have a floor of 30% of contracted power, potentially creating costs during initial operation when actual electricity use is low.jejunews.biz · Nov 1
Inside kt cloud's AI data center cooling and monitoring operationskt cloud plans to add more than 1 GW of data center capacity by 2031, applying cooling, power and monitoring technologies developed through its AI Innovation Center. The company already provides direct-to-chip liquid cooling at its Gasan AI data center and says the technology can reduce cooling electricity consumption by 20% to 30%.zdnet.co.kr · Nov 1
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How should data centers be valued?Lee Sang-jun, head of CRE consulting at RSQUARE, argues that data center investors must assess actual users, operating costs and long-term value rather than assume industry growth makes every facility a sound investment. The column identifies tenant concentration, equipment replacement costs and resale prospects as factors that could distinguish the value and risks of smaller metropolitan facilities from those of large facilities outside the capital region.edaily.co.kr · Oct 31
South Korea Data Center Colocation Market to Reach USD 3.64openpr.com · Oct 30 (opens in a new tab)
Gaon Cable to supply 120 billion won in distribution cables to US big tech customer, expanding AI data center market presenceGaon Cable will supply 120 billion won worth of medium-voltage distribution cables to a global cloud company through its US manufacturing subsidiary LSCUS. Deliveries will serve multiple US AI data center projects from October 2026 through the first half of 2027, while additional supply contracts are under discussion.businessreport.kr · Oct 30
6 reports
Data centers seek community partnerships to reduce losses from delays, part 2Data center developers in the Seoul metropolitan area are seeking community partnerships as resident opposition delays construction, triggers administrative disputes and prompts some developers to withdraw plans. The industry is proposing waste-heat heating and AI education facilities to provide local benefits, while calling for government support for public hearings and evidence-based explanations of potential impacts.enewstoday.co.kr · Oct 30
Nvidia to become Naver's third-largest shareholder, supporting AI factory plansNvidia is set to become Naver's third-largest shareholder through a $1 billion investment, with payment scheduled for November 6. The investment is expected to support the AI factory development business that Naver, Nvidia and Brookfield are pursuing together.zdnet.co.kr · Oct 30
IGIS Asset Management's Samsong data center in Goyang earns US green building certificationIGIS Asset Management said on October 30 that its 80 MW Samsong data center in Goyang received Gold certification under the US LEED design and construction rating system for data centers. The company said the facility was designed to use 48.8% less energy than a LEED baseline building and reduced landscaping water use by 100% against the baseline.newsdream.kr · Oct 30
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Next-generation liquid cooling to be deployed at Samsong data center in GoyangLG CNS and Naver Cloud plan to deploy direct-to-chip cooling at the Samsong data center, which has a total incoming power capacity of 80 MW. The companies plan to complete the related infrastructure and demonstration by 2027, as rising server rack power density increases the importance of liquid cooling.chosun.com · Oct 30
Power supply challenges for plans to build 18.4 GW of AI data centersSK, GS and Naver plan large-scale AI data center development involving 550 trillion won, including investment to be raised, with an initial capacity of 8.4 GW and a government plan to expand total capacity to 18.4 GW. The government says data centers typically take 2 to 3 years to build, while supporting grids can take at least 5 to nearly 10 years, creating a potential mismatch in power supply readiness.ppss.kr · Oct 29
Speed of securing power infrastructure is key to data center competitiveness, professor saysThe Korean Institute of Illuminating and Electrical Installation Engineers launched a data center technology research group at its autumn academic conference, appointing Soongsil University professor Moon Won-sik as inaugural chair, with four divisions planned. Moon said the speed of securing power infrastructure would determine data center projects' success as AI facilities require new standards for efficiency, operational reliability and equipment safety.electimes.com · Oct 29
East coast transmission constraints should be addressed by linking power plants with AI data center clustersGS Donghae Electric Power, Samcheok Blue Power and Gangneung Eco Power face utilization rates of 20% to 30% because of transmission constraints, according to the article. The article calls for connecting east coast generation with local AI data centers through Direct PPA arrangements, cooling infrastructure and faster permitting.kbcs.kr · Oct 29
Bill seeks to lower data center grid impact assessment threshold from 10 MW to 5 MW or lessLawmaker Chae Hyun-il introduced a partial amendment bill on October 29 to set the electricity-use threshold for grid impact assessments at 5 MW or less, compared with the current 10 MW threshold. The proposal would expand assessment coverage to medium-sized facilities and is expected to affect data center siting and grid connections, while potentially increasing developers' costs and permitting burdens.energydaily.co.kr · Oct 29
Refining and chemical assets gain attention as AI power constraints spur use of on-site generation and landSK has begun construction of the 100 MW first phase of an AI data center on unused SK Chemicals land in Ulsan as grid constraints increase interest in refining and petrochemical infrastructure. The article reports growing expectations for transmission equipment and battery energy storage demand as privately developed AI infrastructure expands.ebn.co.kr · Oct 29
HD Hyundai Electric focuses on high-value businesses to maintain profitability lead, expands for data center demandHD Hyundai Electric reported a third-quarter operating margin of 24.1%, the highest among South Korea's three major power equipment companies, and said it would focus on high-margin markets including data centers and semiconductors. The company expects capacity expansions in Cheongju and Ulsan to add more than 450 billion won in annual revenue as it responds to growing data center demand.huffingtonpost.kr · Oct 28
Find Emerging AI Opportunities in South Korea Data Center Market Through 2032openpr.com · Oct 28 (opens in a new tab)
KEPCO rules power supply unavailable for nearly half of reviewed applications in the Seoul metropolitan areaKEPCO classified 313 of 648 technically reviewed applications in the Seoul metropolitan area under the pilot power grid impact assessment scheme as unable to receive power, according to data submitted to lawmaker Kim Sung-won. Data center projects also face delays in transmission infrastructure and growing local opposition, with passing an assessment not guaranteeing power by the requested date.chosun.com · Oct 28
Hongseong residents oppose planned rural AI data center over electricity and water useEnvironmental groups and farmers called for Hongseong County to halt a planned 600 billion won AI data center, citing concerns over electricity and water consumption and impacts on residents and agriculture. The county said only an investment memorandum had been signed and that it would assess environmental impacts and community acceptance during subsequent project procedures.nongmin.com · Oct 28
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HD Korea Shipbuilding & Offshore Engineering says it is discussing AI data center engine supplies as direct hyperscaler inquiries increaseHD Korea Shipbuilding & Offshore Engineering said during its third-quarter earnings conference call that it was directly discussing power-generation engine supplies for AI data centers with global big tech companies. HD Hyundai Heavy Industries signed two related equipment supply contracts totaling 1.5831 trillion won this year and plans to begin full operations at a new engine plant after completion in May 2028.newspim.com · Oct 28
HD Construction Equipment completes Gunsan engine plant targeting AI data center power demandHD Construction Equipment said it held a completion ceremony on October 28 for its new Gunsan engine plant, built with an investment of 116.8 billion won. The plant can produce 1,250 large power generation engines and 120 tank engines annually, supporting the company's response to growing AI data center power demand.zdnet.co.kr · Oct 28
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Samchully ES targets data center backup power market with YANMAR’s large-capacity generatorsSamchully ES said it would showcase YANMAR’s GY175L series large-capacity backup power system for data centers at 2026 Data Center Korea, held from November 4 to November 6 in Seoul. The company plans to draw on its distributed generation engineering, procurement and construction and operations and maintenance experience to attract customers, but the exhibition and product unveiling do not confirm increased orders or earnings.pinpointnews.co.kr · Oct 28
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KT Cloud to begin construction of 50 MW Ansan AI data center to expand high-density AI infrastructure supplyKT Cloud announced on October 22 that it would begin construction of its 50 MW Ansan AI data center to address demand for high-density AI servers and expand infrastructure supply in the Seoul metropolitan area. The project targets completion in 2029 and forms part of the company's strategy to supply 1 GW of AI data center capacity by 2031.etnews.com · Oct 28
kt cloud and Vertiv pursue core infrastructure technology cooperation for next-generation AI data centerskt cloud and Vertiv signed a strategic technology partnership covering power, cooling and modular infrastructure, including a solution that can reduce installation time by up to 85%. The companies plan to collaborate from the design stage to improve infrastructure compatibility and support high-density GPU environments.etnews.com · Oct 28
5 reports
LG Uplus signs memorandum of understanding with Ecolab Korea to develop AI data center liquid-cooling operating standardsLG Uplus signed a memorandum of understanding with Ecolab Korea to jointly develop AI data center liquid-cooling operating standards, using a large-scale demonstration environment under construction at its Pyeongchon 2 Center. The companies plan to validate cooling-fluid quality management and operating criteria, then expand cooperation toward AI-based predictive maintenance.etnews.com · Oct 28
Deployment speed becomes a competitive factor for AI data centers as modular construction and cloud services convergeElice Group says its modular AI data centers combine prefabricated infrastructure with cloud services, taking 12 to 16 weeks from a construction request to service launch. Competition is increasingly focused on electricity availability, deployment speed and computing services, while power constraints are encouraging South Korean development outside the Seoul metropolitan area.edaily.co.kr · Oct 28
Column: Samcheok's generating facilities could supply power-intensive AI data centersA column urges Gangwon Special Self-Governing Province to link Samcheok's generating facilities directly with AI data centers, citing a 2023 amendment to the Electric Utility Act. The author argues that locating data centers near power plants could reduce transmission infrastructure costs and support local employment, while noting that the government still needs to establish detailed project requirements.kwnews.co.kr · Oct 28
South Korean chip companies develop composable cluster to improve AI data center power and cost efficiencyHyperAccel is leading a 45.8 billion won national project to build a K-Composable Cluster that dynamically allocates computing resources. The consortium aims to improve AI data center efficiency by separating computing resources into pools and combining domestically developed chips, memory, communications and scheduling technologies.zdnet.co.kr · Oct 27
Schneider Electric to showcase integrated AI data center solutionsSchneider Electric will showcase integrated AI data center solutions at 2026 Data Center Korea in Seoul from November 4 to November 6. The company plans to present infrastructure configurations that jointly optimize power and cooling and allow flexible expansion as demand grows.energydaily.co.kr · Oct 27
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Kim Jong-gyu says AI data center power demand should be addressed through renewables and efficiencynewstree.kr · Oct 27 (opens in a new tab)
Naver signs $9 billion AI infrastructure agreement with Brookfield to advance AI factory projectNaver signed a $9 billion AI infrastructure agreement with Brookfield, meeting the final condition for Nvidia's $1 billion equity investment. Naver plans to start its AI factory with 55 MW in the first half of 2027 and expand it to 200 MW by 2028.etnews.com · Oct 27
Samsung, SK and LG pursue AI infrastructure through data centers and cooling technologySix Samsung affiliates agreed to invest a total of $1 billion in US-based Helix Digital Infrastructure, while SK Telecom is building an AI data center in Ulsan with Amazon Web Services. LG Electronics plans to invest 150 billion won in a US chiller factory and expanded South Korean production lines, illustrating the groups' different approaches to AI infrastructure.polinews.co.kr · Oct 27
AI data center construction includes power and cooling infrastructureHyundai Engineering won a contract worth about 870 billion won to build the 60 MW SGC AI data center in Gunsan, with work including construction, civil engineering, equipment, landscaping, telecommunications and power and cooling installations. The article distinguishes construction contracts from permits and investment plans, noting that contractors' exposure depends on contract terms and their scope of participation.polinews.co.kr · Oct 27
Grid codeThe government says AI data centers can experience megawatt-scale power fluctuations at intervals of 0.001 seconds and has begun developing a dedicated grid code. The government is reviewing energy storage systems and uninterruptible power supplies to moderate rapid consumption changes, while the industry is concerned about additional equipment costs and land requirements.etnews.com · Oct 27
Jooin Information Systems to showcase EasyDCIM and EasyDSMS data center management solutions at Data Center Korea 2026Jooin Information Systems said it will introduce its EasyDCIM infrastructure management platform and AI-based EasyDSMS server management system at Data Center Korea 2026, running November 4–6 at Seoul's aT Center. The company plans to present integrated infrastructure management and AI-based server monitoring and prediction functions to help data center operators improve operational efficiency.cwn.kr · Oct 27
SK Hyper Seeks $350 Billion for Korea’s Largest AI Data Center BuildoutSK Hyper said its 5-gigawatt first phase would require roughly $350 billion, including customers' compute hardware as well as land, construction and electrical infrastructure. The company plans to raise capital in stages linked to confirmed customer demand, with campuses in Ulsan, Chungcheong and Honam contributing to a 15-gigawatt target by 2035.techtimes.com · Oct 26
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KT executive says current submarine cable capacity would limit South Korea's AI hub ambitionsKT executive Jeon Myeong-jun called for expanded submarine cable infrastructure on October 26, citing an estimated need for more than 1,500 Tbps of additional capacity to support South Korea's AI data center plans. Jeon proposed public-private investment and more geographically diverse cable landing stations, arguing that international connectivity must expand alongside data center capacity.zdnet.co.kr · Oct 26
Dunamu & Partners makes strategic investment in US space data center startup StarcloudDunamu & Partners made a strategic investment in US space data center startup Starcloud, joining a $250 million funding round led by Manhattan West Ventures, the company said on October 26. Starcloud plans to use the funding to expand satellite manufacturing capacity and develop a production line for its next-generation Starcloud-3 satellite.zdnet.co.kr · Oct 26
Data center construction orders exceed KRW 6 trillion as development strategies split between metropolitan edge facilities and regional megascale projectsSeven major construction companies recorded KRW 6.2042 trillion in data center construction orders in the first half of 2026. Power and land constraints are encouraging smaller edge data centers in the Seoul metropolitan area, while regional projects are pursuing larger facilities whose financing depends on securing major tenants.opinionnews.co.kr · Oct 26
LS Eco Energy to produce capacitors for AI data centers in VietnamLS Eco Energy plans to invest 64.9 billion won in a Vietnamese production facility for ultracapacitors used in AI data centers. The facility will support LS Materials' expanding overseas orders, with mass production scheduled to begin in April 2027.thelec.kr · Oct 26
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IDB to present industrial AI technology for smarter AI data center operations at Data Center Korea 2026IDB will present Protect Go AI, its AI-based technology and solution for smarter AI data center operations, at Data Center Korea 2026 in Seoul from November 4 to November 6. The company is expanding into data center power, cooling and IT infrastructure operations, drawing on industrial AI projects and international joint research and development.kdpress.co.kr · Oct 26
Hitachi Energy's NVIDIA partnership raises concerns over Korean power equipment suppliers' competitiveness around 2029Hitachi Energy unveiled Grid-to-Rack simulation technology using NVIDIA software on October 21, including verification capabilities for 800V DC power infrastructure optimized for high-performance AI servers. Industry observers warn that Korean power equipment suppliers could face bidding barriers if virtual design compatibility becomes a market standard, although the companies are developing capabilities and partnerships.newsfreezone.co.kr · Oct 26
Competition intensifies in AI data center cooling and power infrastructure, with a focus on technology upgrades and modular equipmentLG Electronics signed a long-term agreement to supply cooling solutions for 5 GW of AI data centers in North America as companies expand their cooling and power infrastructure businesses. Other initiatives include HVAC manufacturing expansion, proposed cooling equipment supplies and modular power systems designed to support high-density computing.viva100.com · Oct 26
Ministry of National Defense begins planning data center to integrate GPUs across armed servicesThe Ministry of National Defense has begun planning a defense AI data center to integrate computing resources across the armed services and agencies, with its information strategy plan scheduled for completion in the second half of 2027. The planning study will examine infrastructure requirements, integration, location and investment, while the proposed center is expected to support defense AI development and future command-and-control applications.etnews.com · Oct 25
Daishin Securities sees LS ELECTRIC's growth cycle just beginning amid rising AI data center power demandDaishin Securities assigned LS ELECTRIC a price target of 250,000 won and a buy rating, forecasting stronger earnings growth as investment in AI data center and advanced-industry power infrastructure expands. The brokerage expects shorter delivery times and expanded production capacity to support market share gains, with on-site generation equipment and energy storage system products offering additional growth opportunities.pinpointnews.co.kr · Oct 24
Shinsung E&G to showcase integrated AI data center solutions at Data Center Korea 2026Shinsung E&G said it will showcase integrated AI data center solutions at Data Center Korea 2026 in Seoul from November 4 to November 6, including a cooling module supporting up to 140 kW per rack. The exhibition offering combines cooling equipment, renewable energy procurement and an affiliate's construction and operations platform as the company plans to expand its presence in domestic and international AI data center markets.hvacrj.co.kr · Oct 24
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Government to simplify AI data center permitting and invest 200 billion won in domestic equipment and technologyThe Ministry of Science and ICT announced measures on October 23 to streamline AI data center permitting and pursue a new 200 billion won program supporting domestic equipment and technology. The measures also include dedicated administrative support, revised parking requirements and mandatory community benefit plans for designated AI data center zones.hani.co.kr · Oct 23
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Korean companies enter Indonesia's AI data center market, testing digital infrastructure exports beyond constructionKorean companies secured about $107 million in contracts through participation in a $320 million AI data center project in Jakarta, Indonesia. The project combines investment, construction, equipment supply and operations, offering a potential export model whose expansion would depend on operating results and follow-on contracts.energydaily.co.kr · Oct 23
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Kim Nam-kuk calls for closing tax support gap for colocation AI data centers; Bae Kyung-hoon pledges talks with fiscal authoritiesLawmaker Kim Nam-kuk called for tax support reforms for colocation AI data centers, citing the government's plan to attract about 550 trillion won in private investment. Deputy Prime Minister Bae Kyung-hoon acknowledged that colocation facilities currently receive no tax benefits and said he would promptly consult fiscal authorities.nwtnews.co.kr · Oct 23
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Lawmaker says health and welfare institute's servers remain beside batteries a year after government data center firePeople Power Party lawmaker Lee Dal-hee urged corrective action on October 22, saying the Korea Human Resource Development Institute for Health and Welfare's servers remained beside ternary lithium-ion batteries a year after a government data center fire. The September 2025 National Information Resources Service fire halted 709 government administrative systems, and Lee warned that keeping servers and batteries together could expose both to fire damage.kpanews.co.kr · Oct 23
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AI data center power supply competition shifts toward integrated solutionsHD Hyundai Electric signed a memorandum of understanding with LG CNS to combine power equipment with data center design, construction and operations capabilities. LS ELECTRIC is pursuing 800 V direct-current infrastructure with LG Uplus, while the article cautions that development agreements should be distinguished from commercial supply records.datasom.co.kr · Oct 23
Vertiv concludes 2026 Vertiv Masterclass on AI data center infrastructure strategiesVertiv held its 2026 Vertiv Masterclass in Seoul on October 20, drawing approximately 160 industry professionals, customers and partners to discuss AI data center power, cooling and integrated infrastructure. The annual technical training program covered next-generation power supply and high-density liquid cooling, followed by a separate partner training event on October 21.dhns.co.kr · Oct 22
CJ Logistics wins KT Cloud Ansan AI data center build in South Koreabiz.chosun.com · Oct 22 (opens in a new tab)
Power access shapes AI data center projects as builders expand into infrastructure beyond constructionHyundai Engineering & Construction agreed to expand cooperation with AusNet into battery energy storage systems and data center grid connection, while six Samsung affiliates agreed to invest $1 billion in Helix Digital Infrastructure. The article describes builders expanding into power infrastructure as grid constraints threaten data center schedules, with 279 of 522 preliminary technical reviews in the Seoul metropolitan area finding that power could not be supplied.m.etoday.co.kr · Oct 22
SK Telecom's Jo Jeong-min says AI data centers are changing from cooling to site selectionSK Telecom's Jo Jeong-min told iForum 2026 that AI data centers are shifting toward liquid cooling and locations outside the Seoul metropolitan area, saying conventional air cooling reaches its limits at around 50 kW. Jo said dense GPU installations are changing building, power, cooling and piping requirements, while access to large sites and electricity is influencing location choices.inews24.com · Oct 22
Wilo targets liquid cooling market for AI data centersWilo will showcase cooling and water solutions for AI data centers at DATA CENTER KOREA 2026, held from November 4 to November 6 at the aT Center in Seoul. The company plans to combine high-efficiency pumps, precision controls and lifecycle services to improve data center power usage effectiveness and support uninterrupted operation.todayenergy.kr · Oct 22
Korea business lobby to hear from AI data center firmsmbiz.heraldcorp.com · Oct 22 (opens in a new tab)
kt cloud starts construction of 50 MW AI data center in Ansan, targeting completion in 2029kt cloud announced on October 22 that it is starting construction of a 50 MW AI data center in Ansan, targeting completion in 2029. The facility will support liquid cooling in all server rooms as part of the company's strategy to secure 1 GW of AI data center supply capacity by 2031.thelec.kr · Oct 22
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AI standards competition 2: AI data center inference efficiency becomes a focus as competition to lead standards beginsGachon University professor Jo Young-im proposed putting forward at least 1 candidate international standard for AI data centers by the second half of 2027. Existing facility efficiency metrics do not measure useful inference output, raising concerns that big technology companies' own criteria could become established before international standards are developed.m.ddaily.co.kr · Oct 22
SC Capital Partners invests in 40MW data center in Pohang, South KoreaSingapore's SC Capital Partners Group has invested an undisclosed amount in a 40MW data center project in Pohang, South Korea, being developed with NeoAI Cloud. According to the companies, the project has received power approval and building permits, construction has begun, and completion is targeted by the end of 2027.datacenterdynamics.com · Oct 22
Sale planned for data center development site at Yesco headquarters in Yongdap-dong, Seongdong-gu, central Seoul, with 40 MW of power securedseoulpi.io · Oct 21 (opens in a new tab)
SK Telecom executive calls for broader tax credits and revised power regulations to attract AI data centersSK Telecom vice president Lee Young-tak called for broader investment tax credits and proportionate power regulations at the 12th AI Future Value Forum to attract AI data centers to South Korea. Lee said Korea's power grid and industrial infrastructure offer advantages, but restrictions on tax credits for leased facilities and excessive grid requirements could hinder investment.etnews.com · Oct 21
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One Year In, South Korea's 15% AI Data Center Tax Credit Has Yet to Benefit a Single Company as Leased-Asset Model Falls Through the Cracksfinance.biggo.com · Oct 21 (opens in a new tab)
South Korea's Cooling Tech Lag Threatens Data Center LeadershipSouth Korea's government has announced plans to build 8.4 gigawatts of AI data center capacity by 2029, but experts say achieving this will be challenging without research into power distribution and cooling. More than 98% of domestic data centers still rely on air cooling, while researchers see opportunities for South Korea in the emerging two-phase cooling market.chosun.com · Oct 21
Industry voices urge easing power and permitting barriers to attract AI data center investmentThe Korea Telecommunications Operators Association held its 12th AI Future Value Forum on October 21 to discuss AI data center infrastructure and regulatory reform. Speakers called for practical rules on facility recognition, permitting and power supply to support investment while maintaining grid stability.koit.co.kr · Oct 21
LS ELECTRIC accelerates growth in AI data center power grid market as switchgear and transformer sales surgeLS ELECTRIC increased third-quarter switchgear revenue by 120% and extra-high-voltage transformer revenue by 106% year on year as it expanded supplies, particularly in North America. Growing AI data center demand is increasing the need for power equipment, while the company is expanding investment in its US production locations.e-science.co.kr · Oct 21
Southeast Asian data center projects face restrictions, including construction halts at 49 sites in ThailandThailand halted construction at 49 data center sites and deferred approval decisions for 117 others in September amid concerns about electricity and water shortages and insufficient environmental review. Indonesia also halted a project, while Malaysia's Johor state announced an approval halt for the largest data centers as rapid expansion raised infrastructure and resource concerns.mt.co.kr · Nov 9
SolidUltra raises 3 million euros to develop modular power transformers for AI data centersSolidUltra has raised 3 million euros to develop modular solid-state transformers that convert medium-voltage grid electricity into 800-volt direct current for AI data centers. The funding is intended to support engineering, product development, industrialization and initial customer acquisition ahead of a targeted commercial launch in 2028.unite.ai · Nov 9
Envision claims world-first commercial deployment of 800V DC power system at AI data center in ChinaEnvision says it has commercially deployed an integrated 800V DC power system at the Galaxy AI Campus in Inner Mongolia to supply electricity for AI computing. The system integrates battery storage and converts medium-voltage AC power into DC, but independent measurements verifying its efficiency improvements and cost savings have not been disclosed.digitaltoday.co.kr · Nov 9
Snet Systems expands into integrated infrastructure for AI data centersSnet Systems signed a strategic memorandum of understanding with Emerson Korea on October 21 to pursue joint projects in three areas: renewable energy, AI data centers and industrial AI. The company plans to combine its IT and operational technology networking capabilities with Emerson Korea's energy equipment control expertise to propose integrated power and operating infrastructure from the design stage.denews.co.kr · Nov 9
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Anthropic takes over gas generator supply contracts worth about 4.6 trillion won to secure AI powerAnthropic took over $3.4 billion in gas generator supply contracts in late September to secure electricity for its AI data centers. The acquisition gives it access to existing equipment orders, with some deliveries expected early and the remainder over the next two years.zdnet.co.kr · Nov 9
10 reports
LS Materials and LS ELECTRIC team up to develop domestic next-generation power grid technologyLS Materials and LS ELECTRIC announced joint development of an E-STATCOM grid stabilization system incorporating ultracapacitor technology designed to supply or absorb megawatt-scale power within 0.1 seconds. The companies plan to combine energy storage and power control technologies, verify performance through demonstrations, and pursue domestic technology development and overseas markets.zdnet.co.kr · Nov 9
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Samsung Heavy Industries partners with Japan's Morimura to develop fuel cells for ships and data centersSamsung Heavy Industries signed an agreement with Japan's Morimura SOFC Technology to jointly develop solid oxide fuel cells for ships and data centers by 2028. Samsung Heavy Industries will handle large-capacity product design, system integration and commercialization, while Morimura will supply cells and stacks.zdnet.co.kr · Nov 9
3 reports
About 41% of planned US data centers face potential construction restrictions; Oracle's 247 trillion won project faces permit delaysBloomberg reported that about 41% of planned US data center construction is concentrated in areas where governors-elect pledged to halt or pause new development. Oracle's data center complex for OpenAI in New Mexico, worth up to $165 billion, faces greater scheduling uncertainty because of delays in air pollution permits for dedicated power facilities.impacton.net · Nov 9
Concerns over US data center regulation complicate Destin Power's IPO plansDestin Power has begun IPO preparations, projecting that US data center fuel-cell inverter revenue will rise from 10.6 billion won in 2026 to 65.7 billion won in 2027. The article identifies US regulatory uncertainty and HyAxiom's future orders and project schedules as risks to the company's forecasts and its valuation based on projected 2028 earnings.the-stock.kr · Nov 9
US Democrats could slow AI investment through state-level costs and permitting, columnist arguesThe columnist argues that Democrats' election gains could slow AI investment, with states led by Democratic governors expected to account for about 83% of data center capacity under construction, up from about 31% before the election. The column argues that higher costs and permitting delays, rather than an end to AI demand, could affect construction schedules and delivery timing for Korean equipment suppliers.zdnet.co.kr · Nov 8
Tilon CEO Choi Baek-jun says company plans to expand consumer AI and data center businesses in JejuTilon plans to expand consumer AI services and data center operations in Jeju, where CEO Choi Baek-jun said the company had secured 140 MW of power from Korea Electric Power Corporation. The company plans to prioritize long-term tenants for its initial data centers while developing consumer AI and subscription cloud services through its Jeju subsidiary.it.chosun.com · Nov 8
Wall Street’s energy transition funds invest in natural gas and power infrastructure for big techMicrosoft signed a 20-year power purchase agreement with Chevron to supply a large West Texas data center with 2.67 GW of natural gas-fired power. Investments by energy transition funds and major technology companies in gas-fired generation are drawing greenwashing criticism as AI data centers drive rising electricity demand.m-economynews.com · Nov 8
CoreWeave seeks cooperation in letter to Hinojosa after data center construction moratorium pledgeCoreWeave CEO Michael Intrator said on November 7 that the company had sent a letter seeking cooperation with Texas Governor-elect Gina Hinojosa, while approximately 2.7 GW of its contracted power capacity in Texas was not yet operating. Hinojosa pledged a moratorium on new data center construction statewide during the campaign, raising concerns about project completion, but subsequently signaled a more flexible position on working with businesses.imaeil.com · Nov 8
Democratic congressional sweep and South Korea's strategic AI responseThe columnist proposes 5 priorities for South Korea's AI strategy following Democratic victories in both chambers of the US Congress, including congressional engagement, attracting data center demand and exporting AI infrastructure. The column argues that South Korea should distinguish enduring US trade pressures from changing data center politics and AI regulation, while strengthening internationally compatible standards.zdnet.co.kr · Nov 7
Hyosung chairman Cho Hyun-joon sets sights on a century in business with AI power infrastructure strategyHyosung Group chairman Cho Hyun-joon outlined three management principles as the group marked its 60th anniversary and pursued growth in AI power infrastructure, transmission technology and overseas markets. Hyosung Heavy Industries is expanding alongside AI data center demand, while the article identifies weaker chemicals and textiles profitability and investment efficiency as challenges for the group.bloter.net · Nov 7
The Washington Post claims data centers have little impact on residential electricity ratesstock.mk.co.kr · Nov 7 (opens in a new tab)
Grid expansion lags AI data center growth, putting industrial investment schedules at riskPresenters at a power grid seminar said three major government-backed project categories, including semiconductors and AI data centers, would require more than 30 GW of electricity. The article warns that delayed grid connections could hinder data center customer acquisition and financing, while postponing revenue despite continuing rental and financing costs.hinews.co.kr · Nov 7
Dispute over nuclear investment advance of up to $10 billion amid US data center regulation concernsLawmaker Seo Wang-jin called for suspending a nuclear investment advance of up to $10 billion amid concerns that tighter US data center regulation could weaken demand for the planned plants' electricity. The Ministry of Trade, Industry and Energy countered that nuclear generation could ease electricity price pressures and said it plans to assess grid access and customers for long-term power purchase agreement arrangements.mk.co.kr · Nov 7
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Groups protest data center expansion across 16 European countries; activists enter Microsoft construction siteAround 100 civic and environmental groups across 16 European countries launched coordinated action against data center expansion, while about 100 activists forcibly entered a Microsoft construction site in Amsterdam. Organizers cited concerns about electricity and water consumption and land acquisition affecting local infrastructure, housing, jobs and living costs.kbmaeil.com · Nov 7
7 reports
OpenAI CFO says AI data center investment will continue despite election resultsOpenAI CFO Friar said the company would continue infrastructure investment and a funding round that has raised $11 billion despite opposition reflected in US midterm election results. The company also pledged to cover electricity and related infrastructure costs for future data centers it directly owns and operates, and to disclose site-level water, electricity and noise information.etoday.co.kr · Nov 7 (opens in a new tab)
5 reports
Nasdaq falls sharply amid concerns over data center regulationAn August 2026 photo caption reports that Texas Governor Greg Abbott announced a pause in data center grid approvals pending ERCOT audits, alongside an Austin protest against data centers and a 765-kilovolt transmission line. The November article's title links a sharp Nasdaq decline to regulatory concerns, while its headings suggest short-term pressure on neocloud firms and possible advantages for companies with existing facilities.newsis.com · Nov 7
STMicroelectronics launches MCUs for real-time power control in AI data centers and roboticsSTMicroelectronics launched the STM32G5 mixed-signal microcontroller series for real-time power and motor control, offering twice the computing performance of STM32G4, according to the company. Applications include AI data centers and robotics, and the company plans to add a dual-core family with enhanced performance and peripherals in 2027.elec4.co.kr · Nov 7
3 reports
Concern over energy equivalent to 23 Hiroshima bombs adds to data center dispute reaching Texas votersUtah State University physicist Robert Davies warned that Canada's proposed Wonder Valley data center could release energy equivalent to 23 Hiroshima atomic bombs daily, according to CBC. The preliminary assessment requires verification using developer data, while opposition to data centers has also grown over electricity consumption, water use and environmental impacts.newsis.com · Nov 7
Germany's AI expansion faces worsening power shortagesBitkom expects German data center electricity demand to reach 35 billion to 38 billion kWh by 2030, as grid connection constraints impede expansion. Data centers, battery facilities and manufacturers are competing for limited grid access, while Germany plans to prioritize projects ready to connect and operate.cucucu.co.kr · Nov 7
Google plans $17 billion investment in first Wyoming data center with fuel cell and CCS power supplyGoogle announced a $17 billion long-term investment in its first Wyoming data center, alongside a power supply project combining 702 MW of natural gas fuel cells with carbon capture and storage. Google signed a 20-year power purchase agreement with Cheyenne Fuel Cell, while AEP and partners plan full operation of the generation facilities by the end of 2028.netzeronews.kr · Nov 6
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LS ELECTRIC showcases next-generation DC technology at BIXPOLS ELECTRIC presented DC technologies spanning transmission and distribution at a 108-square-meter, 12-booth exhibition featuring HVDC, AI data center solutions, E-STATCOM and K-EMS. The company plans to pursue key equipment supplies for major national grid projects and expand into overseas smart grid markets.epnews.co.kr · Nov 6
Texas governor-elect Hinojosa calls for data center pause pending resident protectionsTexas governor-elect Gina Hinojosa plans to pursue a moratorium on new data center approvals after taking office on January 19, 2027, pending resident protection legislation. The article says the scope would depend on subsequent laws and administrative measures, and a construction pause would not automatically halt existing facilities.dailyan.com · Nov 6
4 reports
ING seeks $500 million data center loan sale as New Mexico's Project Jupiter faces power supply risksING is selling roughly $500 million in data center loans through a competitive auction, including about $25 million linked to Project Jupiter in New Mexico. Oracle sent a force majeure notice over potential power and permitting delays at that site, but says the project remains on schedule, and the notice does not signify withdrawal.aitimes.kr · Nov 6
AI networks must be resilient, congestion-free and accessible to everyone, column arguesSK Group plans to build 15GW of AI data centers by 2035 as part of a strategy to make South Korea a global computing hub and export AI computing services. The column argues that network resilience and two-way connection quality are essential to distributed AI computing and overseas data center expansion.zdnet.co.kr · Nov 6
IREN beats earnings expectations but delays $4 billion annualized revenue target until next yearIREN reported fiscal 2027 first-quarter revenue of $228 million, up 66% from the previous quarter and above market expectations. The company delayed its $4 billion annualized revenue target from year-end to January, with a possible further delay until late February depending on supplier schedules.zdnet.co.kr · Nov 6
Four IT services companies report revenue growth and plan external expansion in AI and data centersLotte Innovate, Shinsegae I&C, CJ OliveNetworks and POSCO DX all reported higher third-quarter revenue, led in revenue size by Lotte Innovate at 284 billion won. The companies plan to expand business with external customers using capabilities developed within their groups, including AI, data centers, cloud services and industrial automation.zdnet.co.kr · Nov 6
Power companies showcase HVDC and AI grid technologies at BIXPO 2026Taihan Cable & Solution unveiled a 345 kV transmission cable under joint development with Korea Electric Power Corporation at BIXPO 2026. LS ELECTRIC also presented 800 V DC distribution technology for AI data centers, while other exhibitors showcased grid stabilization, submarine cable and AI-based grid operation technologies.greened.kr · Nov 6 (opens in a new tab)
2 reports
Nvidia discusses converting aging US telephone exchanges into AI data centersNvidia is discussing converting facilities owned by Brightspeed, which has more than 130 telecommunications buildings, into AI data centers with Apollo Global Management, according to The Information. Existing power and telecommunications infrastructure could reduce construction time and permitting requirements, although cooling upgrades and some local approvals would still be needed.aitimes.com · Nov 6
Calls to expand virtual power plants to address uncertainty over AI data center electricity demandnewstree.kr · Nov 6 (opens in a new tab)
Deputy prime minister Bae says National Security Office is leading cybersecurity response discussionsDeputy prime minister Bae Kyung-hoon said cybersecurity response discussions were underway under the National Security Office after the national AI strategy committee's 3rd plenary meeting. Bae also argued that South Korea should continue AI investment despite concerns over US data center regulation.zdnet.co.kr · Nov 6
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US AI data center power contracts extend to 15 years as minimum charges raise financial concernsGeorgia regulators allowed power contracts for new large customers to extend to 15 years, while Wisconsin regulators set a 15-year minimum under an approved large-customer tariff. Minimum charges would leave data center developers exposed if utilization falls, and Bloomberg reported that Microsoft is reviewing new contracts with some neocloud providers.economytribune.co.kr · Nov 6
GIST discusses DC grid technology at BIXPO to address AI data center power demandGIST held an energy innovation conference at BIXPO 2026 to discuss DC grid deployment, with expert presentations covering 5 topics including industrial applications, electrical safety and supply stability. GIST researcher Kim Yun-su emphasized damping design to suppress DC grid oscillations and instability for reliable AI data center power supplies.betanews.net · Nov 6
OpenAI and Meta review investment strategies amid concerns over US data center regulationTechnology investor Brad Gerstner claimed that up to 35% of US data center construction projects planned for next year could face disruption, an estimate rather than confirmed cancellations. OpenAI and Meta are reviewing expansion plans or alternative locations amid potential regulatory tightening, but actual investment cuts have not been confirmed.ebn.co.kr · Nov 6
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Microsoft declines additional Nscale data center capacity as US listing faces uncertaintyMicrosoft reportedly declined an option for additional capacity at Nscale's Texas data center, which Nscale described as about 500 MW rather than the previously announced 700 MW. Some sources said the existing Texas contract remains in place and the decision would have little effect on Nscale's IPO plans because it preceded the filing by several months.mt.co.kr · Nov 6
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KOSPI falls to 4,900 range intraday amid concerns over AI industry regulationThe KOSPI closed down 6.02% at 5,059.69 after falling to 4,911.28 intraday amid concerns over US data center regulation. Texas governor-elect Hinojosa called for data center activity to pause until resident protections are established, heightening market concerns.etnews.com · Nov 6
US data center regulatory concerns put focus on grid replacement demand for Korean power equipment suppliersWood Mackenzie estimated that US power transformer demand had risen 116% since 2019, providing context for Korean equipment suppliers facing uncertainty over potential data center restrictions. Industry representatives said aging grid replacement and transmission for renewable generation remain their main North American markets, rather than AI data centers.insightkorea.co.kr · Nov 6
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Numerous challenges face grid construction and infrastructure expansion essential to the AI eraSamsung Electronics and SK hynix are moving toward securing their own power supplies as grid construction faces delays, with their Yongin semiconductor cluster projects requiring a combined 15 GW. The article identifies grid bottlenecks and renewable generation variability as challenges, while outlining discussions on direct-current infrastructure, energy storage, regional electricity pricing and regulatory changes.womentimes.co.kr · Nov 6
US election raises data center regulation concerns for crypto mining, power and semiconductor companiesGoldman Sachs said 45% of planned US data center expansion capacity is concentrated in areas where Democrats could restrict development following their midterm election victories. The article expects adverse effects on crypto mining, power, semiconductor and AI cloud companies, while Reuters said diversified hyperscalers with greater capital would be more resilient.theguru.co.kr · Nov 6
US election raises data center regulatory concerns for Samsung Electronics and SK hynixGoldman Sachs estimated that temporary project suspensions following US state and local elections could affect about 45% of planned US data center expansion capacity. The article warns that infrastructure delays could postpone additional memory orders for Samsung Electronics and SK hynix, although existing orders and long-term contracts could cushion near-term effects.mydaily.co.kr · Nov 6 (opens in a new tab)
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How far can Democratic governors intervene in US data center development?Cleanview reported that 41% of planned US data center capacity is in states where incoming governors support a construction pause. Governors can restrict new permits and grid connections, but the article's analysis cautions that existing approvals may receive legal protection and campaign pledges do not automatically halt every project.news1.kr · Nov 6
NTT DATA contracts for 900 MW of fuel cells to reduce data center reliance on the gridNTT DATA signed a supply agreement with Bloom Energy for 900 MW of on-site generation to serve as primary power at data centers, with initial deliveries starting in 2027. The agreement aims to secure electricity faster for AI infrastructure expansion, but fuel types and associated carbon emissions have not been disclosed.impacton.net · Nov 6 (opens in a new tab)
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OpenAI pledges to cover grid expansion costs amid data center oppositionOpenAI announced on the 5th that it would pay electricity and grid expansion costs for future compute campuses it directly owns and operates. It also pledged financial guarantees against shifting grid improvement costs to other consumers if projects are delayed, reduced or canceled; the commitments do not automatically cover all partner-owned data centers.news.jkn.co.kr · Nov 6
15 reports
US stocks lose about $3.2 trillion in market value amid AI regulation concernsUS stocks lost about $3.2 trillion in market value as concerns over tighter AI regulation and weaker data center investment followed Democratic gains in the midterm elections. The Nasdaq fell 5.52%, while the article says potential construction delays could weaken demand for AI chips, servers, power equipment, cooling systems and cloud services.etnews.com · Nov 6
6 reports
White paper warns of AI data center investment risks as grid connections at major European hubs can take 7–10 yearsIQ-EQ and the Sustainable Real Estate Forum published a white paper warning that new data centers at major European hubs can face average grid connection waits of 7–10 years, compared with construction times of 2–3 years. The paper recommends reflecting power supply status and acceptable delays in investment approval, asset valuation and investor reporting because customer commitments can leave projects exposed to revenue losses and contractual liabilities.gttkorea.com · Nov 6
Climate technology developers seek to address AI data center power and cooling demandsMicrosoft told Reuters it had contracted about 40 GW of clean power capacity for data center operations, with 19 GW already operational, as technology companies pursue power supply and efficiency improvements. Floating facilities, AI-assisted geothermal exploration, liquid cooling and waste heat recovery address different challenges, but their economic and environmental benefits require verification and no single technology can eliminate all data center environmental impacts.efn.co.kr · Nov 5
Bracewell partner expects greater pressure on big tech to pay AI power grid costsBracewell partner Andrew Shaw said there was broad support, including within the administration, for data centers to cover generation, transmission and grid upgrade costs, and expected congressional scrutiny of cost allocation. Shaw did not expect a federal development moratorium, while other legal advisers warned that congressional investigations could extend to private companies if the administration resisted requests for information.edaily.co.kr · Nov 5 (opens in a new tab)
Etevers chairman Jung Myung-chul sees this year's revenue at 2.5 trillion won and plans physical AI expansionEtevers chairman Jung Myung-chul outlined plans to expand into physical AI as the company expects revenue of 2.5 trillion won this year. Jung expects large-scale AI infrastructure investment to continue for at least three years and plans to build robot integration, operations and maintenance capabilities as a domestic strategic partner of Boston Dynamics.etnews.com · Nov 5 (opens in a new tab)
South Korean stocks fall on AI regulation concerns after US midterm electionsThe KOSPI fell 5.28% to 5,383.80 and the KOSDAQ dropped 5.79% to 837.78 amid concerns about US semiconductor and data center regulation. The article attributes the decline to expectations of tighter regulation, including Texas governor-elect Hinojosa's pledge to immediately suspend approvals for new data centers statewide.zdnet.co.kr · Nov 5
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Lawmaker Yoon criticizes political and administrative obstacles to data centers and semiconductorsLawmaker Yoon Sang-hyun warned in a social media post on the 5th that US data center construction delays could affect South Korean semiconductor deliveries. Yoon argued that power, water and local consultation are essential to semiconductor investment, while the article cautions that delivery impacts depend on market conditions and company investment plans.incheonilbo.com · Nov 5 (opens in a new tab)
Democratic control of US Congress lifts Korea clean energy, but AIDC faces hurdlesDemocrats won majorities in both chambers of Congress but fell short of the two-thirds needed in each to override vetoes, as the article reports expectations of renewed clean energy tax support. The article says expanded support could benefit Korean solar and storage suppliers, while Reuters warns that tighter data center regulation could delay construction or change project locations.biz.chosun.com · Nov 5 (opens in a new tab)
Semiconductors and AI reshape power demand: Honam's grid optionsKEPCO outlined grid expansion and flexibility measures as electricity demand from semiconductor projects in Honam reaches about 6.2GW. The utility plans to build substations near major demand centers and use battery energy storage system technology to accommodate more renewable generation on existing transmission lines.marketin.edaily.co.kr · Nov 5
Democratic election gains raise concerns over US data center regulation; analysts expect differing effects across AI companiesEugene Investment Securities analyst Heo Jae-hwan said data centers scheduled for 2027 would be unaffected because construction had already begun, while election-related concerns centered on construction from 2028 onward. Heo expected existing data centers to become scarcer in the near term and new construction potentially to take longer.seouleconews.com · Nov 5
Korean builders urged to pursue data centers and new Middle East sectors as overseas orders halveKorean construction companies recorded $20.66 billion in overseas orders during January through September, down about 50% from a year earlier, prompting seminar participants to recommend diversifying markets and project types. Experts recommended bundling data centers with power and cooling infrastructure, while preparing for Middle Eastern demand for local employment and technology transfer.newspim.com · Nov 5
Democratic election victory raises Wall Street concerns over AI investment delays and financingBloomberg reported that data center builders and power equipment suppliers fell after the Democratic election victory, even as the Nasdaq 100 gained more than 1%. Wall Street strategists warned that tougher permitting could delay capital spending, while arguing that US competition with China would sustain the broader AI infrastructure investment trend.theguru.co.kr · Nov 5
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LS ELECTRIC secures KEPCO diagnostic technology credited with saving 37 billion won in fault recovery costsLS ELECTRIC signed a technology transfer agreement with KEPCO for preventive diagnostics that KEPCO says saved 37 billion won in fault recovery costs in 2025. LS ELECTRIC plans to integrate the technology with its equipment monitoring and asset management systems to expand into semiconductor factories and data centers.mobile.busan.com · Nov 5
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Korea Investment & Securities expects fuel cells to benefit from tighter US AI data center regulationKorea Investment & Securities named VINATech its top pick among Korean companies expected to benefit from Bloom Energy's growth, setting a target price of 112,000 won. Separately, the article reports that VINATech announced two large supercapacitor supply contracts for Bloom Energy in October, totaling approximately 240 billion won.theviewers.co.kr · Nov 5
Technologies addressing data center power and heat on displaykmecnews.co.kr · Nov 5 (opens in a new tab)
Big tech rises while data center operators fall after Democrats win CongressCoreWeave fell 9.5% and Applied Digital declined 8.8% after Democrats won both chambers of Congress, while Amazon and Microsoft each gained 6%. Investors expected tighter data center rules to burden operators while potentially increasing the value of established cloud infrastructure and easing major technology companies' capital spending pressures.market-ink.co.kr · Nov 5 (opens in a new tab)
Democratic US midterm gains raise prospect of slower AI data center constructionUS voters backed data center restrictions in 40 of 41 local ballot measures as Democratic candidates promising construction limits won governorships in key data center states. Goldman Sachs estimated that about 45% of planned US data center capacity could face construction moratoriums, tighter regulation or reduced tax benefits following the election.econovill.com · Nov 5
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BIXPO showcases AI grid technologies to increase power delivery and reduce lossesLS ELECTRIC showcased data center distribution designs at BIXPO, including an approach that delivers 800V direct current close to servers. KEPCO also exhibited dynamic transmission capacity technology that calculates safe power transfer limits using actual temperatures, wind and conductor conditions.sedaily.com · Nov 5 (opens in a new tab)
3 reports
Public opposition to data centers sends a warningUS voters approved 33 data center restrictions across 10 states, out of 45 measures on ballots, according to the article's count as of the morning of November 4. The author interprets the results as demands to address local electricity, water and environmental costs rather than a rejection of technology.youthassembly.kr · Nov 5
Google plans $15 billion investment in Malaysian AI infrastructure over 2 yearsGoogle plans to invest $15 billion in Malaysian AI infrastructure, including data centers, in 2027 and 2028, expanding its previously announced investment plan. The company also pledged to add more than 1 GW of clean energy capacity to Malaysia's national grid and invest in shared water infrastructure.yna.co.kr · Nov 4
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Taihan Cable & Solution, LS Cable & System and Hyosung Heavy Industries showcase transmission technologies at BIXPOTaihan Cable & Solution, LS Cable & System, LS Marine Solution and Hyosung Heavy Industries showcased HVDC and grid technologies at BIXPO 2026, including 525 kV submarine cables. The companies are targeting the west coast transmission grid project, while AI data center power infrastructure has also emerged as an area of competition.m-i.kr · Nov 4
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Gaon Cable expands US production amid tariffs and expectations of at least 15 years of power sector growthGaon Cable plans to invest about $50 million in two additional production lines at its LSCUS plant in Tarboro, doubling cable production capacity by 2027. The article says US manufacturing can reduce exposure to tariffs on finished imports while meeting demand for localized supply chains and shorter delivery times.blog.naver.com · Nov 4
onsemi agrees to acquire Ferric for $600 million to strengthen AI processor power deliveryonsemi agreed to acquire integrated voltage regulator specialist Ferric for $600 million in cash, with up to $175 million in additional payments tied to revenue targets. Reflecting the acquisition, onsemi raised its 2030 AI data center revenue target to more than $3 billion and plans to expand commercialization of integrated voltage regulator technology.elec4.co.kr · Nov 4
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LS Cable & System and LS Marine Solution showcase HVDC and AI data center power solutions at BIXPO 2026LS Cable & System and LS Marine Solution are showcasing transmission and AI data center infrastructure at BIXPO 2026, including submarine cable technology tested at 525 kV and 80°C. The companies aim to combine cable manufacturing with offshore installation and maintenance capabilities to address demand for large-scale power grids and AI data center infrastructure.efnews.co.kr · Nov 4
8 reports
SK Telecom posts quarterly operating profit of 552.3 billion won as telecom recovers and AI business expandsSK Telecom reported third-quarter operating profit of 552.3 billion won, up 1,040.3% from a year earlier. The increase reflected a base effect from last year's customer appreciation package following a personal information breach, while AI data center revenue rose 6.2% year on year.zdnet.co.kr · Nov 4
2 reports
US midterm results could shape clean energy and data center policiesData Center Watch reported that 32.4% of Democratic candidates supported data center construction moratoriums at federal, state or local levels, compared with 3.4% of Republican candidates. Analysts said the midterm results could influence data center regulation, energy permitting, electricity rates and clean energy tax policy.news.einfomax.co.kr · Nov 4
Why major US transmission lines take an average of 10 years to build as AI power demand growsThe Financial Times reported that US high-voltage transmission construction fell from about 6,400km in 2013 to less than 1,450km in 2024, while major transmission lines take an average of 10 years to build. Fragmented authority and litigation delay projects, while developer Monarch Energy co-founder Ben Arling warned that a 10-year wait for electricity effectively makes data center projects unworkable.yna.co.kr · Nov 4
AI data center companies turn to retired aircraft engines amid power supply constraintsProEnergy supplies generators producing 50 MW each from converted aircraft engines as AI data center companies seek on-site electricity, according to reporting cited from The New York Times. Lengthy grid connection waits and equipment shortages are driving demand, while environmental groups criticize potential health and environmental impacts from converted engines that may be less efficient and more polluting than conventional power turbines.chosun.com · Nov 4
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LG Uplus posts third-quarter operating profit of KRW 297.6 billion as AI data center revenue grows 27.7%LG Uplus reported third-quarter operating profit of KRW 297.6 billion, while AI data center revenue rose 27.7% year on year to KRW 131.7 billion, supported by colocation and design, build and operate services. The company is building a 200MW AI data center in Paju and plans to bring its buildings into operation sequentially by 2028.etnews.com · Nov 4
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S. African activists push back on data center rushpressreader.com · Nov 4 (opens in a new tab)
Samsung C&T construction division pursues SMRs and data centers to diversify businessSamsung C&T signed an agreement to invest $200 million in Helix Digital Infrastructure as it pursues data center construction alongside its small modular reactor business. The company plans to expand into development, engineering, procurement and construction, and operations and maintenance, but says it is still assessing the data center revenue model.youthdaily.co.kr · Nov 4
Texas election results could affect AI stocks and data center investmentPolitical and financial market experts said Texas gubernatorial and US Senate elections could influence AI data center investment in a state holding about 27% of US data center power capacity, according to Wells Fargo. Evercore ISI strategist Emanuel said Abbott would likely lift the data center moratorium if reelected, while Hinojosa is expected to retain it.kbthink.com · Nov 4
UPS module market outlook to 2035: Data center demand is expected to support growthIndexBox projected annual growth of 5.8% for the global uninterruptible power supply module market from 2026 to 2035 under its baseline scenario. Data centers are the largest and fastest-growing demand segment, while the forecast assumes no major supply chain disruptions and gradually improving semiconductor availability.indexbox.io · Nov 4 (opens in a new tab)
Drax signs partnership to develop AI data centers at North Yorkshire power station siteDrax signed agreements with Brookfield and Radiant targeting more than 1 GW of AI data center capacity at Drax Power Station through phased development. The initial phase depends on planning, regulatory and grid approvals, qualifying tenants, commercial agreements and final investment decisions, with later phases requiring approvals for direct power supply from existing generation.unite.ai · Nov 3
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Beyon plans third renewable-powered data center following solar park expansionBeyon announced that completion of its solar park's fifth phase would bring its portfolio of fully renewable-powered data centers to three. The 1.5 MWp solar installation is expected to produce about 2.5 GWh of clean electricity annually, supporting the group's digital infrastructure expansion while reducing its environmental impact.zdnet.co.kr · Nov 3
OpenAI plans to rename data centers 'AI Compute Campus' in response to local oppositionOpenAI plans to rename its US data centers 'AI Compute Campus' and announced a grid support program whose first pilot includes up to 1,000 MW of flexible demand reductions. The program would reduce campus electricity use during demand surges and use onsite generation, energy storage system infrastructure and batteries as needed to support the grid.aitimes.com · Nov 3
AI data center regulation emerges as an issue in US midterm electionsCleanview estimated that results in 10 gubernatorial elections could affect data center investment plans totaling 67.4 GW. Its analysis does not imply that all those investments would stop, but that post-election regulation could change project schedules and costs.zdnet.co.kr · Nov 3
Japanese electronics companies expand into AI infrastructure supply chainsPanasonic Industry is investing 92 billion yen to expand production capacity for AI data center materials and electronic components. Hitachi Energy also plans a Canadian transformer insulation materials plant, while Sharp has begun accepting Japanese orders for enterprise AI servers using Nvidia Blackwell GPUs.etnews.com · Nov 3
onsemi reports quarterly revenue of USD 1.722 billion as AI data center revenue rises 175%onsemi reported third-quarter revenue of USD 1.722 billion, with AI data center revenue rising 175% year on year and 39% from the previous quarter. The company announced an agreement to acquire AI processor power technology firm Ferric and raised its 2030 AI data center revenue target to more than USD 3 billion.epnc.co.kr · Nov 3
AI data centers become election issue in five US states amid disputes over taxes, electricity bills and waterCandidates in five US states have made AI data centers an election issue as opposition over electricity bills, water use, air pollution and tax breaks spreads across political lines. Politico reported that voter responses in the November 3 elections could affect AI industry tax and permitting policies and candidates' messaging for the 2028 presidential election.newsis.com · Nov 3
Westnetz plans more than 21,000km of grid work by 2030 as EV and data center demand risesWestnetz announced plans to build, expand or replace more than 21,000km of power lines by 2030 and modernize about 250 substations across its service area. The operator forecasts rising data center and electric mobility demand, but says individual projects remain subject to actual demand, regulation and permits rather than immediate construction or investment commitments.2news.co.kr · Nov 3
Nevada data centers are building their own powerSwitch is seeking Nevada regulatory approval for a 510 MW natural-gas power plant at the Tahoe-Reno Industrial Center to serve data centers. Regional generation constraints are prompting developers to propose dedicated power plants, while data center tax incentives and responsibility for electricity and water costs have become gubernatorial election issues.kentertechhub.com · Nov 3 (opens in a new tab)
Google's proposed Minnesota data center faces resident opposition despite renewable energy funding offerGoogle proposed a 780MW AI data center in Pine Island, Minnesota, with funding for wind, solar and battery storage, but 75.8% of respondents in a local survey opposed construction. Residents and environmental groups raised concerns about groundwater depletion, wastewater, noise and diesel generator emissions, despite proposed contractual protections against shifting grid investment costs to residents.g-enews.com · Nov 3 (opens in a new tab)
South Korea allocates $15.8 billion for AI data centers, chipsdatacenters.economictimes.indiatimes.com · Nov 3 (opens in a new tab)
Altman meets Samsung and SK executives, raising expectations for stronger Stargate cooperationOpenAI CEO Sam Altman met Samsung and SK executives during a 2-day visit to South Korea to discuss business cooperation. The meetings raised expectations for progress on memory supply and domestic AI data centers, but specific investment amounts and construction schedules were not disclosed.zdnet.co.kr · Nov 2
Envision deploys SST-based 800V DC power system at Ulanqab AI data centerEnvision said an integrated 800V DC power system is supplying live computing workloads at its Galaxy AI data center campus in Ulanqab, China. The system combines solid-state transformers, battery storage and DC voltage regulation, with real-time coordination designed to accommodate rapid changes in computing demand.unite.ai · Nov 2
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AI data center demand draws investment to former industrial sites and outdoor storage yardsCBRE said US outdoor storage rents have risen 32% since 2021, while Colliers reported that power-ready, permit-ready data center sites in some US regions traded at 2 to 4 times ordinary industrial land prices. The article attributes investor interest in former power plants and smelters to their existing power infrastructure, while data center construction is also attracting investment into equipment and materials storage yards.hankyung.com · Nov 2
October electrical equipment exports set record as data center power demand risesSouth Korea's electrical equipment exports reached a monthly record of $1.99 billion in October, up 74% from a year earlier. The Ministry of Trade and Industry attributed the growth partly to rising demand for transformers, wires and cables for AI data centers.safemoney.co.kr · Nov 2
PJM plans special March auction to secure power for data centers, pending regulatory approvalPJM submitted a revised special auction proposal to the Federal Energy Regulatory Commission and plans to hold the auction from March 1 to 28 next year if approved. The earlier plan sought to cover a 6.8 GW power shortfall through an auction funded by data centers over 15 years, but regulators raised concerns about cost allocation.theguru.co.kr · Nov 2 (opens in a new tab)
LS ELECTRIC outlines DC distribution and intelligent grid strategy for AI data center demandLS ELECTRIC chairman Koo presented a next-generation intelligent DC grid vision at the 2026 CIRED workshop in Seoul, emphasizing AC-DC integration, AI-based grid operation and bidirectional energy platforms. The article argues that translating this strategy into earnings growth requires DC distribution commercialization, repeat North American orders, product profitability and local production and supply capabilities.newsvalue.kr · Nov 2
Runware targets factory production of 30 MW of AI data center capacity daily by 2028Runware aims to produce 30 MW of modular AI data center capacity daily by 2028 using factory-assembled Sonic Pods. Its planned 48-hour deployment covers installation and configuration at sites with power and communications infrastructure already available, excluding site preparation and power grid connection.digitaltoday.co.kr · Nov 2
Cooling design becomes a competitive factor as AI server power demand growsASUS Korea unveiled its XA P2N-E2 agentic AI server at OCP Global Summit 2026, supporting up to 2 RTX PRO 6000 Blackwell GPUs in a 2U chassis. The article cautions that greater server efficiency may not reduce total electricity consumption if AI usage expands rapidly, making operating practices and demand management important.esnews.kr · Nov 2
K Networks becomes Arista distributor in South Korea, targeting AI and cloud networking marketsK Networks signed a domestic distribution agreement with Arista Networks, becoming its third official distributor in South Korea. The company will supply Arista's full product range and technical support to large companies, financial and public institutions, and AI data centers.etnews.com · Nov 2
Global reactor construction reaches 79 units, highest since 1986, amid AI power demandThe World Nuclear Association counted 79 reactors under construction worldwide, the highest level since 1986, according to Nikkei Asia. The article attributes renewed nuclear investment to AI data center electricity demand and fossil fuel supply security concerns, while identifying uranium enrichment capacity as a supply chain constraint.g-enews.com · Nov 2 (opens in a new tab)
Singapore builds role as Asia-Pacific AI data center hub despite heat and land constraintsSingapore introduced tropical data center standards in 2023 allowing operating temperatures of at least 26°C to reduce cooling energy use. Its selective allocation of land and power prioritizes energy efficiency, sustainability and economic contribution, while McKinsey says computing output per unit of power is becoming central to competitiveness.mt.co.kr · Nov 2
ABB launches Infinitus integrated DC power portfolio for AI data centersABB launched Infinitus, an integrated DC power portfolio for AI data centers, and plans to accelerate development of an 800 V DC architecture with NVIDIA. Major components are scheduled to enter production within 12 months, with the first data center using the complete portfolio expected to begin operating within 2 to 3 years.mfgkr.com · Nov 1
Electricity bill concerns linked to AI data centers become a US midterm election issueReuters reported that US residential electricity prices had risen more than 10% nationally since 2024, with increases exceeding 20% in Ohio, where AI data centers are concentrated. Candidates have pledged lower bills and restrictions on data center construction, while the power industry argues that rate freezes and limits on returns could discourage long-term grid investment.etoday.co.kr · Nov 1
Amazon secures borrowing facility of up to $80 billion backed by hardware assetsAmazon signed a supplier financing agreement allowing it to borrow up to $80 billion against purchased hardware assets, with discretionary drawdowns from early next year through the third quarter of 2028. The arrangement provides financial flexibility as AI infrastructure investment expands, following a $42.4 billion free cash outflow over the year ending in the third quarter.zdnet.co.kr · Nov 1
Google's orbital AI chip generates a poem and transmits it to EarthGoogle ran its Gemma 4 AI model aboard a Project Suncatcher experimental satellite carrying 4 TPUs and received a poem generated in orbit. The satellite's maximum 1 kW power output allows only one TPU to operate at a time for about 20 minutes, while cooling and radiation effects remain challenges.zdnet.co.kr · Nov 1
4 reports
Data center investment expansion in Spain's Aragon prompts debate over water and electricityAragon is attracting data center investment, with Reuters reporting that more than €60 billion is expected to be invested in data centers and digital infrastructure over the next 10 years. Fast-track approvals support investment, but demands are growing to give communities sufficient time to review resource use and environmental impacts.efn.co.kr · Oct 31
SK Group chairman Chey Tae-won meets Sam Altman for lunch amid speculation over AI cooperationSK Group chairman Chey Tae-won met OpenAI CEO Sam Altman for lunch in Seoul, with key SK hynix and SK Telecom executives reportedly attending. Their existing partnership includes AI data centers and an SK hynix plan to establish production capacity to meet HBM supply requests equivalent to up to 900,000 DRAM wafers per month.etnews.com · Oct 31
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Australia proposes tighter green energy requirements for data centersAustralia has proposed requiring large data centers to secure reliable electricity through green energy contracts and new energy storage systems, as sector consumption could reach 34 TWh by the 2035-2036 financial year. Facilities failing to meet green energy requirements could face financial penalties or electricity supply interruptions until they reduce consumption or demonstrate they can meet their electricity demand.vietnam.vn · Oct 31
Samsung presidents discuss future AI strategy with AltmanSamsung said about 50 affiliate presidents attended a meeting with OpenAI CEO Sam Altman on October 31 to discuss AI development, business opportunities and management capabilities. The meeting was part of training intended to improve executives’ understanding of AI and support Samsung’s company-wide AI transformation.zdnet.co.kr · Oct 31
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QTS and Vantage pledge to disclose data center electricity and water usekr.investing.com · Oct 31 (opens in a new tab)
Data center votes in 10 US states could put Amazon project at riskVoters in 38 communities across 10 US states will consider at least 41 data center development measures on November 3. Stricter restrictions could affect major projects, including Amazon's $2 billion development in Sunbury, and raise concerns about delays affecting semiconductor and power equipment suppliers.hankyung.com · Oct 30
Samsung SDS, LG CNS and Hyundai AutoEver report mixed third-quarter profitability as AI drives growth and foreign exchange losses weigh on net incomeSamsung SDS, LG CNS and Hyundai AutoEver all reported third-quarter revenue above market expectations, with Hyundai AutoEver posting the fastest year-on-year growth at 16.2%. Operating profit exceeded expectations only at LG CNS, while foreign exchange losses weighed on all three companies' net income as they pursued AI infrastructure expansion.zdnet.co.kr · Oct 30
Power equipment demand expands beyond transformers into distribution equipmentHyosung Heavy Industries reported third-quarter revenue of 1.7406 trillion won and operating profit of 243.5 billion won, up 7.2% and 10.8%, respectively, from a year earlier. Demand is broadening from extra-high-voltage transformers to distribution equipment used inside AI data centers, prompting South Korean manufacturers to expand domestic and overseas production capacity.pointdaily.co.kr · Oct 30
Hyosung Heavy Industries partners with Siemens on digital power infrastructure and AI data centersHyosung Heavy Industries signed a global strategic partnership agreement with Siemens on October 30 in Seoul to cooperate on digital power infrastructure and data center solutions. The companies plan medium- to long-term cooperation on digital asset management, digital substations and integrated data center power solutions, combining their power equipment, engineering, digitalization and energy management technologies.news.tf.co.kr · Oct 30
37 reports
Sierra Club says planned US data centers could increase power-sector carbon emissions by 42% by 2030The Sierra Club estimates that US power-sector carbon dioxide emissions could rise by 618 million tonnes, or 42%, between 2025 and 2030 if all planned AI data centers become operational. Other forecasts differ substantially, and Sightline Climate estimates that roughly one-third to half of US data centers scheduled to open this year will be delayed or canceled.aimatters.co.kr · Oct 30
4 reports
Rural communities oppose AI data centers and semiconductor plants over environmental concernsEnvironmental groups and farmers in Hongseong have called for a halt to a planned AI data center, citing projected annual electricity use exceeding 54% of the county's total and water use equivalent to 11% of its supply. In Anseong, women farmers oppose planned semiconductor effluent discharges into Gosam Reservoir and are demanding cancellation of an existing agreement, citing concerns over irrigation water safety.nongmin.com · Oct 30
SK quantifies data center climate risks, but analysis of investment subsidiary risks remains incompleteSK estimated that stronger carbon regulation could add 793 million won to annual electricity costs at its Daedeok data center in 2040. Its disclosure quantified risks at one data center but did not specify how climate risks at investment subsidiaries could affect its asset values and financial performance.impacton.net · Oct 30
Amazon shares fall despite record operating margin as AI infrastructure spending is expected to reach $220 billionAmazon reported third-quarter revenue of $201.944 billion, up 12% year on year, but its shares fell about 6% in after-hours trading following the earnings release. The article attributes weaker investor sentiment to cash-flow deterioration from heavy AI infrastructure investment and earnings guidance below market expectations, despite the fastest AWS revenue growth in five years.zdnet.co.kr · Oct 30
AI data center construction delays could affect memory chip outlook for Samsung Electronics and SK hynixSamsung Electronics and SK hynix forecast a prolonged boom in memory chips during their third-quarter earnings calls, but delays in AI data center construction could weaken the demand outlook. Microsoft said construction and grid connection delays at its partners temporarily reduced capital spending, which totaled $45.2 billion, more than 10% below market expectations.businesspost.co.kr · Oct 30
Texas data center boom constrained by state restrictions ahead of midterm electionsTexas Governor Greg Abbott suspended new data center permits, with developer Tract saying delayed grid connection approval could derail its 500MW project near San Antonio. Bloomberg reported that developers are considering other states, while residents' concerns about electricity and water consumption have increased ahead of the elections.theguru.co.kr · Oct 30
Türkiye unveils AI environmental responsibility pledge ahead of COP31, with voluntary data center energy and environmental disclosuresTürkiye has unveiled the Antalya AI Pledge ahead of COP31, offering eight optional actions for governments and 11 for nongovernmental participants to address AI's environmental impact. The pledge creates no new legal obligations, and the World Resources Institute says it lacks accountability mechanisms to drive substantive changes by governments and technology companies.impacton.net · Oct 30
Infineon Technologies OktoberTech 2026: Michio Kaku on AI innovation, edge AI, SDVs and 800 VDC data center powerInfineon Technologies held its 10th annual OktoberTech event in Mountain View, California, on October 22, featuring briefings on physical AI, automotive technology and power systems. Power and Sensor Systems division president Adam White said the first 800 V DC products, whether prototypes or mass-produced units, would appear in 2028, while warning that certification and safety requirements remain substantial barriers.indexbox.io · Oct 30
Norway discusses ban on new data centers amid surging power demandkr.investing.com · Oct 30 (opens in a new tab)
Who pays for data centers as the US pursues AI leadership?Amazon and Loudoun County provisionally agreed on October 20 to revise a development plan after residents opposed four proposed data center buildings. The article examines local opposition, electricity costs and long-term contracts, citing a poll in which 66% of likely voters opposed data centers in their communities.futurekorea.co.kr · Oct 29
Samsung SDS targets double-digit IT services growth in 2027, says AI investment will deliver resultsSamsung SDS said it targets double-digit IT services revenue growth in 2027 and expects AI transformation revenue in 2026 to more than double from the previous year. The company plans to expand AI infrastructure to more than 800 MW by 2031 through data center design, construction and operation, direct capital investment and equity investment with partners.zdnet.co.kr · Oct 29
3 reports
Nvidia reviews AI data centers at closed German nuclear sites, rules out reactor restartsNvidia and PreussenElektra have reached a preliminary agreement to assess AI data centers at decommissioning nuclear sites, with the utility responsible for closing and dismantling 8 reactors in Germany. The review excludes reactor restarts, and investment, site selection, grid adequacy, permitting and potential cost or schedule savings remain unconfirmed.digitaltoday.co.kr · Oct 29
Cash flow separates Microsoft and Google as AI investment costs riseMicrosoft reported $18.6 billion in free cash flow after $45.2 billion in capital spending for July through September, while Google parent Alphabet recorded a net outflow of about $9.1 billion. Both companies exceeded market expectations for cloud revenue, but Alphabet also faced weaker-than-expected advertising revenue and investment losses as AI infrastructure spending increased.zdnet.co.kr · Oct 29
Samsung SDS reports 3.7% rise in third-quarter operating profit as cloud and logistics businesses growSamsung SDS reported third-quarter revenue of 3.7725 trillion won and operating profit of 241 billion won, up 11.2% and 3.7% year on year, respectively. Growing corporate demand for AI transformation supported its cloud business, while higher air and sea freight volumes and rates helped its logistics business expand.zdnet.co.kr · Oct 29
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Ministry targets data centers, energy storage as downstreaming marketsen.antaranews.com · Oct 28 (opens in a new tab)
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Kim Yang-paeng says semiconductor plants and AI data centers need different power supply approachesKim Yang-paeng of the Korea Institute for Industrial Economics and Trade said power supply measures must differ by industry, with demand at the Yongin semiconductor cluster rising from 10 GW to 14 GW. Kim said semiconductor plants need stable power to maintain yields, AI data centers require large supplies, and physical AI presents difficulties in forecasting electricity demand.electimes.com · Oct 28
Samsung Electro-Mechanics expects record results in 2027Samsung Electro-Mechanics said it expects record annual results in 2027, with substantial growth in every quarter starting in the first quarter. The company expects sustained AI demand to tighten MLCC and package substrate supply further, while its expanded semiconductor substrate facilities are expected to begin contributing substantially to revenue in 2028.zdnet.co.kr · Oct 28
S-Energy is reviewing power supply applications for AI data centers in JapanS-Energy and subsidiary S-Prism signed a nonbinding memorandum of understanding with Japan’s Environment Friendly Holdings on October 13 to review fuel cell applications for AI data centers and discuss energy storage system supply. Supply volumes and commercial terms remain undecided, with the Japanese initiative still at the stage of reviewing technical applications and certification requirements.vegannews.co.kr · Oct 28
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LG Electronics' B2B and subscription businesses support growth as data center cooling orders exceed 3 trillion wonLG Electronics reported cumulative data center cooling solution orders exceeding 3 trillion won through the third quarter, up from about 600 billion won in the first half. These orders are expected to begin contributing substantially to revenue in 2027, while the company plans to continue its B2B, subscription, and online business growth strategies.etnews.com · Oct 28
LS ELECTRIC expands HVDC business targeting energy highway projectsLS ELECTRIC will showcase HVDC and AI data center power solutions at a 108-square-meter booth at BIXPO 2026, taking place from November 4 to November 6. The company is pursuing converter transformer supply opportunities for national grid projects, including the west coast energy highway, drawing on its experience with domestic HVDC projects.thelec.kr · Oct 28
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KT's infrastructure innovation, part 2: Subsea networks as infrastructure for global AI data connectivityKT is expanding international subsea cable infrastructure and estimates that the government's target of 18.4GW of AI data centers by 2035 would generate about 1,700T of global traffic. The company is building a Jeju landing station and plans to diversify international network entry routes while linking regional AI data centers through high-bandwidth, low-latency domestic networks.etnews.com · Oct 28
Brazil seeks renewable-powered data centers as Lula aims to reduce reliance on US and Chinese AIBrazil has introduced data center tax incentives requiring participating companies to source all their electricity from renewable or low-emission generation, with at least 10% of service capacity generally reserved for the domestic market. President Luiz Inácio Lula da Silva said Brazil aims to attract data centers using its renewable energy resources, store and process domestic data locally, and reduce dependence on US and Chinese AI technology.aitimes.com · Oct 28
2 reports
Google secures data center power capacity through a virtual power plantGoogle signed a contract with Voltus for up to 1,070MW of virtual power plant capacity on the PJM grid, according to an October 22 New York Times report. The program will pay households and businesses to reduce electricity use during periods of high demand or grid stress, offering a potential near-term alternative to new generation.todayenergy.kr · Oct 28
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ETRI showcases AI technologies for factory energy savings and data center coolingETRI showcased AI technologies for factory and data center energy efficiency on October 28, presenting an automotive parts hot press forming application that reduced furnace energy use by 23.2% and cooling system energy consumption by 32.5%. Its digital twin-based data center technology aims to improve annual power usage effectiveness by about 5% and shorten the investment payback period by two to three years.mt.co.kr · Oct 28
Next-generation transformer development advances as a potential response to data center power constraintsNorth Carolina State University researchers, working with the New York Power Authority and EPRI, developed a 1 MW solid-state transformer prototype and operated it on a 13,200-volt distribution line in June. Solid-state transformers are attracting attention as a potential way to ease grid bottlenecks, but long-term reliability, fault response and standardization remain challenges.digitaltoday.co.kr · Oct 28
Oracle says Stargate delay concerns are overstated and expresses confidence in timely data center deliveryOracle said it remained confident of bringing Stargate data centers online on schedule, with six of eight buildings at its first Abilene facility delivered to customers, representing 618 MW. Executives acknowledged grid limitations and construction uncertainty but said modular construction and diverse power sources support timely deployment.zdnet.co.kr · Oct 28
Three LS Cable & System subsidiaries report third-quarter operating profit growth as global grid investment expandsLS Cable & System subsidiaries Gaon Cable, LS Eco Energy and LS Marine Solution reported third-quarter operating profit increases of 99.1%, 50.2% and 229%, respectively, supported by expanding global power infrastructure investment. Demand extended beyond AI data centers to aging grid replacement, offshore wind and cross-border interconnections, while the subsidiaries expanded production and installation capabilities.pinpointnews.co.kr · Oct 28
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Allegro launches new products for AI data center power systemskr.investing.com · Oct 27 (opens in a new tab)
Australian AI data center faces challenges over power, water and jobsSingapore-based developer Zerra DC is pursuing Western Downs Digital Park near Dalby, Queensland, with a planned development cost of about A$31.9 billion and a reported maximum power requirement of 2.16GW. A first-phase lease agreement has been announced, but approvals, financing and the project's effects on electricity, water and local employment remain to be established.efn.co.kr · Oct 27
Enphase and Infineon Technologies unveil what they call the world's first 900V GaN bidirectional switch for AI data center SSTsEnphase Energy and Infineon Technologies announced what they described as the world's first 900V monolithic GaN bidirectional switch for Enphase solid-state transformer power modules. The device has completed testing and is being integrated into IQ SST development builds, with production qualification to follow.2news.co.kr · Oct 27
Analysts say a Democratic congressional sweep could briefly benefit clean energy stocks and weigh on power equipment sharesHyundai Motor Securities analyst Kim Jae-seung said a Democratic sweep of both congressional chambers in the November 3 US midterm elections could bring short-term gains for Korean solar, rechargeable battery and energy storage system stocks. Kim warned that potentially tighter data center regulation could weigh on power equipment shares, while semiconductor demand is expected to remain resilient as big tech companies could shift investment overseas.ebn.co.kr · Oct 27
AI data center equipment targeted in US thefts exceeding $100 millionConfirmed losses from US cargo thefts targeting equipment used to build AI data centers have exceeded $100 million since June. According to Verisk CargoNet, total cargo theft incidents in the United States and Canada fell 26% year on year in the second quarter, while estimated losses more than doubled.digitaltoday.co.kr · Oct 27
US plans up to $389 million for four power semiconductor developers, with potential implications for AI data centers and miningThe US Department of Commerce signed letters of intent with four companies to provide up to $389 million for power semiconductor technologies needed for fusion energy and AI data centers. The government plans to acquire non-voting minority stakes, while improved power conversion efficiency could reduce costs for data center operators and bitcoin miners.digitaltoday.co.kr · Oct 27
Anthropic says natural gas and electricity supplies are key to AI data center expansionAnthropic identified electricity and natural gas procurement as key risks to AI data center expansion in its IPO filing, after announcing a $50 billion investment plan for Texas and New York last year. The company warned that competition for fuel supplies and pipeline capacity could raise costs, delay construction or lead to data center project cancellations.digitaltoday.co.kr · Oct 27
“More Transformers Needed” ... U.S. Data Center Demand Brings Tailwinds for Korean Power EquipmentSouth Korea’s large-transformer exports reached $463.95 million in the third quarter, up 53.9% year on year, as U.S. grid replacement and AI data center investment increased demand. HD Hyundai Electric, Hyosung Heavy Industries and LS ELECTRIC are expanding production capacity, while analysts expect grid investment and aging-equipment replacement to sustain order growth.en.fnnews.com · Oct 27
IEA examines AI data centers' effects on electricity rates, emissions and water useThe International Energy Agency released a report on October 14 examining AI data centers' electricity-rate, emissions and water impacts, including a survey of grid-connection policies, regulations and corporate strategies across 34 jurisdictions. The IEA proposed transparency in demand information, integrated consideration of energy and water efficiency, and tariffs that fairly allocate the costs and risks of large electricity loads.vegannews.co.kr · Oct 26
HD Construction Equipment's third-quarter operating profit rises 23.9%, supported by data center enginesHD Construction Equipment reported third-quarter operating profit of 157.7 billion won, up 23.9% year on year on a comparison assuming its merger had already occurred, supported by data center generator engine sales and improved construction equipment profitability. The company plans to produce megawatt-class diesel generator engines at its new Gunsan plant from 2027 and expand large gas engine production lines at its Incheon plant.straightnews.co.kr · Oct 26
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Industry calls for AI-based safety management focused on prevention rather than recoveryThe Korea Fire Protection Association reported that deaths and injuries from fires in detached homes nationwide rose to 567 in 2025. Industry representatives are calling for preventive monitoring using AI, facility-specific safety standards and insurance arrangements to address risks at electric vehicle facilities, energy storage systems, data centers and older buildings.fnnews.com · Oct 26
Kyobo Securities sees nuclear power need of 9.3 GW by 2040 amid AI data center power constraintsKyobo Securities analyst Lee Sang-ho estimated that 9.3 GW of nuclear power capacity would be needed by 2040 under a base scenario for semiconductor and AI data center electricity demand. The estimate assumes broadly unchanged supply conditions across generation sources and does not represent a directly calculated shortfall against the existing Basic Plan on Long-term Electricity Supply and Demand or confirmed nuclear orders.pinpointnews.co.kr · Oct 26
Cooling uses up to 40% of data center electricity, prompting calls for better waste heat managementKim Geon-su, head of Johnson Controls Korea, writes that cooling uses up to 40% of data center electricity and argues for integrated management of heat from IT equipment and on-site generation. Kim says a Johnson Controls model can reduce cooling electricity demand by up to 44%, making more power available for AI computing without increasing on-site generation capacity.mk.co.kr · Oct 26
HD Hyundai expands power generation business a year into Chung Ki-sun's chairmanship, with US data center orders exceeding 1.6 trillion wonHD Hyundai Heavy Industries signed two US data center power generation equipment supply contracts this year worth more than 1.6 trillion won combined. HD Hyundai is also expanding engine maintenance and electrical equipment operations as it develops power generation into a core business alongside shipbuilding, industrial machinery and oil refining.thepowernews.co.kr · Oct 26
5 reports
Fuel cells gain attention amid AI data center power shortages as investment is expected to rise tenfoldRystad Energy expects investment in fuel cells for data centers to rise from $2.8 billion in 2025 to about $30 billion in 2030, according to Bloomberg's October 23 report. Major US data center developers are expanding fuel cell adoption to secure on-site electricity sooner, as grid connections can take years, although manufacturing capacity and project development requirements constrain growth.digitaltoday.co.kr · Oct 26
Envalior showcases materials for AI data center power and cooling at Fakuma 2026Envalior unveiled high-performance materials for AI data center power infrastructure and cooling systems at Fakuma 2026, held in Friedrichshafen, Germany, from October 12 to 16. The materials address heat resistance, electrical safety and dimensional stability requirements as rising computing demand increases operating temperatures and drives a transition to 800V DC power infrastructure.mediadale.com · Oct 26
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ByteDance is China's largest data center capacity tenant, analysis findsByteDance leases about 20% of China's data center power capacity, according to an analysis by SemiAnalysis. China's completed data center power capacity exceeded 24GW in 2026, while major technology companies increased investment to support AI and cloud expansion.dailycar.co.kr · Oct 26
Demand for sustainable data centers grows as denser AI servers and power costs increase the need for cooling and energy efficiencyThe International Energy Agency expects global data center electricity consumption to rise from 485 TWh in 2025 to 950 TWh in 2030. Higher AI server power density and electricity costs are encouraging investment in cooling, power infrastructure and energy management, while electricity availability, water consumption and investment returns constrain market expansion.gttkorea.com · Oct 26
Jensen Huang urges Nscale to address AI data center delays as infrastructure expansion faces challengesNvidia CEO Jensen Huang urged Nscale to resolve data center construction problems and accelerate operations as the AI cloud company pursued an initial public offering targeting a valuation of about $30 billion. Construction delays, power constraints and financing needs are testing the company's ability to expand computing capacity and maintain investor confidence.jemin.com · Oct 25
IAEA projects global nuclear power demand could more than triple by 2060 as AI drives electricity useIAEA Director General Rafael Grossi projected that global nuclear power demand would more than triple by 2060 as AI and data centers expand. The agency says its high-growth scenario depends on national policies, investment and regulatory support, while construction capacity and supply chains remain challenges.smedaily.co.kr · Oct 25
Revenue is key to $30 trillion in AI data center investmentPwC projected that cumulative global data center capital investment could reach $31.6 trillion by 2050, while equipment replacement and power supply would require continued funding. A Bain & Company analysis estimated a $4.2 trillion annual revenue shortfall in 2031, highlighting the need for AI advances to generate businesses that can recoup infrastructure investment.efn.co.kr · Oct 24
AI data center investment raises concerns as Gartner warns of $3.5 trillion in potential asset impairment riskGartner warned that more than $3.5 trillion in AI infrastructure investment could face asset impairment risk by the end of 2030 if the current investment expansion continues. CBRE reported a 1.4% vacancy rate across eight major North American data center markets, but strong leasing does not guarantee sufficient future cash flow to recover investment.giprism.com · Oct 24
AI competition is reshaping the US power grid as technology companies invest in power plants and private grids to meet data center demand expected to nearly triple by 2030Technology companies are investing heavily in new power plants and dedicated electricity infrastructure as S&P Global estimates that data center demand on the US grid will nearly triple by 2030. Utilities are increasing investment plans, while the article warns that reliance on natural gas and competition for generating equipment could increase emissions and costs for consumers.ainet.link · Oct 24
Data center spending expected to exceed $1 trillion in 2026 on AI infrastructure investmentGlobal data center spending is expected to exceed $1 trillion in 2026 and reach $2.1 trillion in 2028, according to a Bank of America Global Research report cited by Reuters. The report estimates construction costs at about $49 million per MW, while developers face difficulties securing power, building permits and grid connections.m.ddaily.co.kr · Oct 24
Residents' opposition grows as AI data center expansion raises electricity bill concernsLocal residents are increasingly opposing large AI data center projects amid concerns about electricity bills, water use and tax incentives, according to a recent Reuters analysis. The debate centers on how companies and communities should share infrastructure costs and economic benefits, and is becoming a political issue ahead of next year's midterm elections.radiokorea.com · Oct 24
Forestalia is reviewing the sale of data center power assets to raise fundskr.investing.com · Oct 24 (opens in a new tab)
Microsoft reportedly withdraws from UK AI data center contract over power delaysMicrosoft reportedly withdrew as a key customer of Nscale's planned AI data center in Loughton, England, after grid connection delays pushed expected operations into the 2030s. The project initially planned 50MW of AI computing infrastructure, with expansion to 90MW, while Nscale says it is reviewing alternative power sources for the site.cio.com · Oct 23
Lablup seeks to demonstrate growth as IPO price settles at bottom of range amid AI investment concernsLablup set its IPO price at 19,000 won, the bottom of its indicative range, as it seeks to persuade investors with subscription revenue and overseas growth prospects. The company plans to expand subscription sales of its AI infrastructure platform, while its prospectus warns that neocloud developers’ investment timing and customers’ adoption decisions could delay revenue.zdnet.co.kr · Oct 23
Dassault Systèmes and Vertiv aim to shorten AI data center deployment through virtual validationDassault Systèmes and Vertiv announced a collaboration to validate AI data center designs virtually before construction, aiming to cut infrastructure deployment time by up to 50%. The companies will use virtual twins to check interconnected systems, while Vertiv says its estimates of earlier operation and increased token output are modeling results rather than measured customer outcomes.zdnet.co.kr · Oct 23
Schneider Electric launches 2.5 MW power module for AI data centersSchneider Electric announced on October 23 the launch of prefabricated power modules and power skids, including a 2.5 MW module, based on a reference design jointly developed for Nvidia's GB300 NVL72 AI server system. Factory-built and tested equipment can shorten data center construction, and the company plans to supply North America in 2026 after launching in Europe, before expanding sales to Asia-Pacific.thelec.kr · Oct 23
7 reports
Yokogawa joins Singapore consortium to test tropical AI data center technologiesYokogawa said it would join the National University of Singapore-led Sustainable Tropical Data Centre Testbed 2.0 consortium through its subsidiary Yokogawa Engineering Asia. The initiative will develop and evaluate cooling and energy management technologies and test their applicability to AI data centers in tropical conditions.hellot.net · Oct 23
Infineon Technologies to supply GaN power chips for Nvidia's 800 V data centersInfineon Technologies announced on October 21 that it is expanding cooperation with Nvidia on high-voltage intermediate bus converters for 800 V DC power conversion in AI data centers. It will supply GaN power semiconductors and control solutions to reduce voltage for server boards as rising GPU power consumption drives demand for higher-voltage power distribution.thelec.kr · Oct 22
3 reports
Texas data center expansion could increase nitrogen oxide emissions 136% by 2031, report forecastsThe Houston Advanced Research Center forecasts that Texas nitrogen oxide emissions would increase 136% by 2031 if new data center electricity demand is met using the currently expected generation mix. The report finds that on-site natural gas generation could produce approximately 4 times as much nitrogen oxide as grid electricity for data centers of the same size.aimatters.co.kr · Oct 22
Schneider Electric presents HVAC controls and data center cooling technology at HARFKOSchneider Electric is presenting HVAC equipment controls and power and cooling infrastructure for AI data centers at HARFKO 2026, which opened in Goyang on October 21. The company says its ATH inverter range was designed with the goal of reducing energy consumption by at least 30%.industryjournal.co.kr · Oct 22
Assessing inflated data center power demand and the larger issues behind the figuresThe analysis says AEP Ohio's data center power demand figures cannot justify treating every application that failed to reach a contract as false demand, noting 12,219 MW in existing contracts. It argues that supply capability, contractual responsibility and arrangements for sudden load changes matter more to grid operations than application volumes alone.news.hada.io · Oct 22
Nvidia unveils prefabricated AI data center design it says can be installed in 14 daysNvidia unveiled DSX POD, a factory-assembled modular AI data center design that it says can reduce on-site deployment from six months to as little as 14 days. Technology industry observers see the initiative as part of Nvidia's effort to establish standards beyond chips and servers, extending to power, cooling, buildings and operating software.chosun.com · Oct 22
Lee Jae-yong inspects UAE power plant site and explores future infrastructure opportunities including AI power networksSamsung Electronics Chairman Lee Jae-yong visited the Al Dhafra gas-fired power plant construction site in Abu Dhabi on October 21 and discussed future infrastructure cooperation with Samsung C&T and Samsung E&A executives. Samsung plans to expand nuclear and combined-cycle power business and is pursuing AI data center and energy infrastructure opportunities in the UAE.it.chosun.com · Oct 22
LS affiliates benefit from AI power demand as LS Marine Solution's operating profit more than triplesLS ELECTRIC reported record quarterly revenue of 1.8778 trillion won and operating profit of 233.5 billion won in the third quarter, up 54.4% and 131.7% year on year, respectively. Expanding AI data center and power grid investment supported LS affiliates' equipment and cable sales, while subsea cable projects and construction efficiency improved profitability.asiatime.co.kr · Oct 22
Trump says AI data centers must generate their own power, urges dividends for residentsUS President Donald Trump said on October 21 that new large data centers must generate their own electricity and urged payments to host communities or residents ahead of the November midterm elections. The remarks came amid disputes over electricity costs and water use, although how the self-generation requirement would be implemented remains unclear.news1.kr · Oct 22
4 reports
LS ELECTRIC operating profit rises 131% on North American demand as data center growth acceleratesLS ELECTRIC reported record results in the third quarter, with operating profit rising 131.7% year on year to 233.5 billion won as sales of power equipment for North American data centers expanded. Growing adoption of on-site generation at US data centers is creating additional order opportunities for switchgear and transformers.ngetnews.com · Oct 22
AI Data Centers Reach for Orbit: Can They Clear the 'Valley of Death' on Power and Payback?finance.biggo.com · Oct 21 (opens in a new tab)
Dedicated insurance product debuts in US to cover data center construction suspensionsBloomberg reported on October 20 that New York-based insurance technology company Arbol launched Data Center Regulatory Moratorium Cover for data center developers and investors. The product covers regulatory risks from local government bans or suspensions of construction, as opposition to AI data centers grows among US residents.impacton.net · Oct 21
Goldman Sachs forecasts 170% rise in data center power demand by 2030, warns of constraints on AI growthGoldman Sachs forecast that global data center electricity demand would rise 170% from 2025 to 2030, with more than 60% of the increase expected in the United States. The bank warned that slow grid expansion, lengthy permitting and local opposition could make electricity supply the main constraint on AI industry growth.etnews.com · Oct 21
2 reports

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