SK Telecom Gains 3.9% on Nvidia DSX Platform Gigawatt AI Cloud Plan
SKM•SK Telecom stock jumped 3.87% premarket following announcement of a gigawatt-scale AI cloud collaboration with NVIDIA using the DSX platform, set to launch operations in 2027. The partnership covers joint research on next-generation AI factory architectures and marks SK Telecom’s entry into NVIDIA’s Cloud Partner program, reinforcing a technical uptrend above key moving averages.
1. AI Cloud Collaboration Details
SK Telecom and NVIDIA will jointly build a gigawatt-scale AI cloud in South Korea using NVIDIA’s DSX platform, with the first data center slated to begin operations in 2027. The collaboration includes multi-year research on next-generation AI factory architectures to support robotics, AI-powered PCs and advanced supercomputing systems.
2. Financial Market Reaction
SK Telecom shares rose 3.87% in premarket trading on Monday, reflecting investor enthusiasm for the long-term growth potential of the AI cloud project. Technically, the stock remains above its key moving averages with support located near $36 and resistance around $40.
3. Strategic Implications
By joining NVIDIA’s Cloud Partner program, SK Telecom gains access to cutting-edge cloud infrastructure and complementary technologies, strengthening its position in the AI services market. This partnership aligns with SK Telecom’s broader strategy to diversify revenue through high-margin enterprise solutions and advanced AI deployments.
