Trend Cloud providers, chipmakers and generative AI firms race to build AI data centres

Summary

KISDI describes AI data centres as specialised infrastructure built to support high-performance computing, machine learning, deep learning and generative AI workloads. They are equipped with GPUs, TPUs, AI accelerators and optimised cooling and energy management systems, and both hyperscale centres for large-scale training and edge computing for real-time processing are expanding, along with investment to address high power use. The market is being led not only by traditional cloud providers but also by semiconductor companies and generative AI firms. Google, Amazon and Microsoft are investing heavily to meet demand for AI-as-a-service, while Nvidia, Samsung Electronics and SK hynix are expected to lead the hardware base of GPUs, HBM and DRAM. OpenAI is investing in large AI data centres worldwide through the Stargate project and, in Korea, has announced plans with Samsung SDS and SK Telecom to build AI data centres in Pohang and South Jeolla.