SK Corp.

Corea del Sur acaba de entrar con todo en la carrera armamentista de infraestructura de inteligencia artificial.

SK Hyper, el brazo de centros de datos del SK Group, le confirmó a Bloomberg este jueves que está en negociaciones para recaudar trescientos cincuenta mil millones de dólares y construir quince gigavatios de capacidad de IA en Corea del Sur para el año 2035.

Para ponerlo en perspectiva, solo la primera fase de cinco gigavatios costaría lo mismo que el PIB anual de algunos países.

Para conocer cómo está digiriendo Wall Street todo este gasto en IA, le paso la palabra a Amber.

So I got a call from SK, some of the SK guy back in April, and I know SK Telecom, but I don't know much about SK Planet, which is a subsidiary of SK Telecom as of now.

And then, uh, what, uh, uh, the mission for SK, uh, Planet is to cover, handle, lead all those mobile internet service for SK group, where we have, uh, digital content and integrated commerce and, uh, marketing communication.

I can explain more about it.

So basically, when I, when I say digital content, we have a mobile digital marketplace like App Store or Google Play Store, where we have, uh, we cover games, music, video, all those stuff as one portal, or we have a many portal to support that.

About two years ago.

Okay.

So basically, the chairman of the SK Group and, uh, so CEO, who is my boss, they are sort of founder of the company because SK's been, SK Telecom's try, been trying to go global, try, uh, something crazy on the internet side, but they realized that, um, sort of DNA, cultural DNA and the way they work as carrier might not be quite relevant in the mobile industry.

So they decided to spin off the major function of major business lines of SK Telecom, a separate unit.

Also in Korea, a training bet.

SK Group is launching a two-year full-time AI training program that will pay participants a stipend of three million won a month, roughly twenty-two hundred dollars.

The program, called SK Eigen, combines the words AI and generation.

It is open to people aged nineteen to thirty-four, and it does not lead to a degree.

First up, shares of SK Hynix fell 5% in South Korea, and its ADRs are falling here as well on reports its US subsidiary, Solidigm, could go public as soon as next year at a valuation of up to $100 billion.

An IPO would add another layer to the broader SK Group's already cl- complex ownership structure, raising concerns for shareholders.

Plus, China expanding overseas travel restrictions for families of top AI professionals.

Relatives of executives whose work is considered critical to state security now require Beijing's approval before traveling abroad.

And as often happens with these, um, uh, trips, he's accompanied by some of the top, um, business people, um, in the country.

Um, the, um, um, people from SK Group, which be, um- Chaebol there, conglomerate, uh, the LG people, the LS people.

My, my...

Often the CEOs of these big companies, I used to be involved in some of this in a previous life, not that interested in Mexico per se, but it's a chance to hang out with the president of their country in a hotel and in an airplane.