SK Telecom

SKM

時価総額 $123億

SK Telecom (SKM) is rated 'Buy' as it accelerates margin-accretive AI Data Center (AIDC) exposure via new units SK Hyper and SK Horizon. SKM monetized its existing AIDC assets by selling a 49% stake in Horizon for ₩3.1T, unlocking value equal to 27% of its market cap. SK Hyper targets 5GW/15GW AIDC capacity by 2029/2035, leveraging group synergies and a commitment-backed pre-leasing model for measured growth.

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail investors still can't buy Anthropic stock directly.

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

KKR and a consortium of South Korean firms are investing $2.2 billion in an AI data-center company being created by telecommunications firm SK Telecom through a spinoff.

-  SK Telecom further restructures its AI infrastructure business to enhance expertise, accelerate decision-making, and enable focused investment ①  Plans to establish a new company 'SK Horizon' by spinning off SK Broadband's data center and submarine cable businesses ②  KKR and the IMM Investment-Stonebridge consortium will each invest in SK Horizon, with their investments totaling KRW 3.08 trillion, providing funding for large-scale expansion. -  SK Telecom to oversee the AI data center business, SK Horizon to handle operations and expansion, and SK Hyper to develop GW-scale projects -  The surviving company, SK Broadband, to drive AX-based innovation to enhance competitiveness across its businesses, including fixed-line and media SEOUL, South Korea, Aug. 27, 2026 /PRNewswire/ -- SK Telecom (NYSE: SKM, hereinafter "SKT") today announced that it will split its wholly owned subsidiary SK Broadband into a surviving company (SK Broadband) and a newly established company (SK Horizon).

SEOUL, South Korea--(BUSINESS WIRE)--SK Telecom Launches AI Data Center Infrastructure Company ‘SK Horizon' and Secures Investments from KKR and IMM.

By dominating the high-margin enterprise sector, Anthropic has become the leading AI lab ahead of its late 2026 public market debut.

SK Telecom NYSE: SKM reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity incident-related expenses recorded in the second quarter of 2025, along with cost controls and profitability-focused management.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. AMX, SKM and SFTBY are well-positioned to make the most of the demand for seamless connectivity solutions.