AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-24 19:46

SK says 5GW AI data center requires 464 trillion won in investment, in talks with global big tech

Mostly True

SK says 5GW AI data center requires 464 trillion won in investment, in talks with global big tech
Image source: 조사 출처

SK Group estimates that building an AI data center with a capacity of 5 gigawatts would require 464 trillion won in investment, and is in investment negotiations with global big tech companies, according to the group's statement on the plan.

원문 주장 (KR)
SK "AI 데이터센터 5GW에 464조 필요"…글로벌 빅테크와 투자 협상

464 trillion won for a 5-gigawatt-scale facility

The 464 trillion won figure represents the scale of capital SK says is needed to realize a 5GW AI data center. The group has presented this estimate as it pursues one of the largest AI infrastructure projects proposed in Korea.

Negotiations with global big tech

SK is currently holding investment discussions with global big tech companies to help fund the project. The outcome of those negotiations — including which companies may participate and on what terms — has not been disclosed, and no confirmed investment commitments have been announced.

Uncertainty over final scope

Details such as the project's location, timeline and financing structure remain undetermined pending the results of the negotiations. The 464 trillion won estimate and the 5GW capacity figure are based on SK's own assessment of the required build-out.

The claim that SK has said a 5GW AI data center would require 464 trillion won and that it is negotiating investment with global big tech is largely accurate, though the talks remain unconfirmed in their outcome. Verdict: Mostly True.

Sources — primary documents (12)
  1. https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260723800925
  2. https://web.archive.org/web/20261024103234/https://dart.fss.or.kr/report/viewer.do?rcpNo=20260723800925&dcmNo=11492780&eleId=0&offset=0&length=0&dtd=HTML
  3. https://news.sktelecom.com/228290
  4. https://web.archive.org/web/20261024103307/https://news.sktelecom.com/228290
  5. https://www.businesstimes.com.sg/companies-markets/sk-groups-data-centre-arm-talks-fund-us350-billion-ai-buildout
  6. https://www.yna.co.kr/view/AKR20261023073600017
  7. https://www.mt.co.kr/tech/2026/10/23/2026102314491572677
  8. https://biz.chosun.com/it-science/ict/2026/10/23/7YXZGXSEUFF77OBG3IFSVYCPJE/
  9. https://www.ainvest.com/news/sk-group-35-billion-ai-data-center-pitch-pipeline-2610/
  10. https://www.bloomberg.com/news/articles/2026-10-23/sk-data-center-arm-in-talks-to-fund-350-billion-ai-buildout
  11. https://news-static.sktelecom.com/wp-content/uploads/2026/07/SK%ED%95%98%EC%9D%B4%ED%8D%BC-%EB%A1%9C%EA%B3%A0_%ED%95%9C%EA%B8%80_PC_1060x686.png
  12. https://news-static.sktelecom.com/wp-content/uploads/2026/07/sk%ED%95%98%EC%9D%B4%ED%8D%BC.jpg

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