Global market research firm Omdia gave a positive assessment of SK Telecom Co., Ltd.’s artificial intelligence (AI) data center competitiveness.
According to SK Telecom’s newsroom on the 24th, Omdia said, “SK Telecom has a clear roadmap to achieve $700 million in AI data center (AIDC) revenue by 2030,” adding, “This will become a key revenue source accounting for about 5% of total revenue.”
SK Telecom reported AIDC revenue of $354 million last year, up about 35% from a year earlier, driven by increased utilization rates at major data center hubs in Asia.
Omdia also highlighted SK Telecom’s efforts to establish a tangible “monetization structure” through its AI technology capabilities and investments.
Regarding SK Telecom’s proprietary large language model (LLM) A.X K1 and its “sovereign AI service package” unveiled at MWC26, Omdia said, “By completing an end-to-end structure that integrates infrastructure (AIDC), models (A.X), and services, it clearly demonstrates how technological competitiveness can translate into a business revenue model,” adding, “This integrated strategy could serve as a solution to the ‘AI monetization model’ challenges faced by global telecom operators.”
Omdia also gave high marks to “Haein,” a high-performance graphics processing unit (GPU) infrastructure composed of 1,000 NVIDIA Corp. B200 GPUs in a single cluster. It also noted the application of “Petasus AI Cloud,” which enables immediate partitioning and reconfiguration based on demand for Haein to maximize utilization rates.
Omdia said, “SK Telecom has overcome challenges faced by many AI companies, including improving GPU resource utilization and addressing security issues in multi-tenancy environments, through its proprietary virtualization technology,” adding, “This signifies that the company has secured AI infrastructure competitiveness by going beyond simple GPU leasing to achieve both security and efficiency.”