External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Mirae Asset Securities Co.,Ltd. provides comprehensive wealth management services. The Company offers fixed income securities brokerage, securities dealing, equity underwriting, and other services. Mirae Asset Securities also deals with mergers and acquisitions, foreign currency, and financial derivatives

Thematic (Sector/Industry)

<ul><li>We project global demand for AI computing capacity to reach approximately 187GW by 2030 and 285GW by 2032.</li><li>Training demand continues to grow, while inference demand should expand sharply amid a growing AI user base, the proliferation of agentic AI, and increases in both the number of model calls and token usage.</li><li>Even with improvements in compute efficiency, AI data center demand should continue rising. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

We project global demand for AI computing capacity to reach approximately 187GW by 2030 and 285GW by 2032.Training demand continues to grow, while inference demand should expand sharply amid a growing AI user base, the proliferation of agentic AI, and increases in both the number of model calls and token usage.Even with improvements in compute efficiency, AI data center demand should continue rising. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Internet/Software (Overweight/Maintain)Identifying leaders in the AI data center space

South Korea

LG CNS Co., Ltd. provides information technology services and solutions. The Company offers consulting, system integration, outsourcing, convergence, video solutions, conditional access systems, and interactive digital television solutions. LG CNS serves customers worldwide.

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LG CNS (064400 KS)

Internet/Software (Overweight/Maintain)Identifying leaders in the AI data center space

Training demand continues to grow, while inference demand should expand sharply amid a growing AI user base, the proliferation of agentic AI...

Mirae Asset Securities

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