SK Telecom

SKM

市值 US$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.

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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.