Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Nearly 30 years of experience in the Korean/Asian equity research. Major sectors coverage include the following:
- Technology 
- Consumer 
- Special Situations/Deep Value Plays
- Tender Offers/M&As
- Holdcos/Stubs
- Asian Unicorns/Private Companies

Korea/Asia, Events, IPOs

Anthropic's Valuation Surges to $800 Billlion or More - Positive Impact on SK Telecom

SK Telecom's Investment in Anthropic - A Huge Homerun

SK Telecom/SK Group: 1,000 Trillion Won Investment in AI Data Centers by 2035

Anthropic's Claude Code: Overnight Disruption to IBM's Legacy

Douglas Research Advisory

Event-Driven

<ul>
<li>On 27 August, SK Telecom (017670 KS) officially launched SK Horizon, the AI data center (AIDC) arm.</li>
<li>SK Telecom will partner with KKR, IMM Investment, and Stonebridge consortium that will provide 3.1 trillion won ($2.2 billion) in total capital. SK Horizon is targeting 318MW of capacity.</li>
<li>Overall, I am positive on SK Telecom's establishment of SK Horizon (AIDC). By establishing SK Horizon, SK Telecom has killed two birds with one stone.</li>
</ul>


On 27 August, SK Telecom (017670 KS) officially launched SK Horizon, the AI data center (AIDC) arm.
SK Telecom will partner with KKR, IMM Investment, and Stonebridge consortium that will provide 3.1 trillion won ($2.2 billion) in total capital. SK Horizon is targeting 318MW of capacity.
Overall, I am positive on SK Telecom's establishment of SK Horizon (AIDC). By establishing SK Horizon, SK Telecom has killed two birds with one stone.


SK Telecom Launches SK Horizon (AI Data Center Company)