01 018670.KS SK Gas Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions

SK Group secured a massive $500B partnership with NVIDIA to build over 2GW of AI data centers in Korea. SK Telecom set up a wholly owned subsidiary as the frontrunner, SK Hynix supplies HBM and memory, SK Gas and SK Innovation handle land/permits/power, SK Ocean Plant and SK Ecoplant handle construction. This creates a direct value chain where SK Group stocks are the primary beneficiaries and are already showing relative strength against the weak market.

AI data center construction in Korea is facing a power supply bottleneck that can only be solved by LNG or renewables, creating strong interest in power infrastructure and renewable energy stocks. The theme is gaining momentum as SK Group and GS Group announce large-scale data center projects. Investors should definitely monitor this theme, although short-term momentum may fluctuate.