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Korea plans 18.4GW AI data-center buildout by 2035.

An 8.4GW first phase by 2029 — SK 5GW, GS 2.4GW, Naver 1GW — distributed across four regions to balance the grid.

Jun 2026Data Centers & AISolomon Partners Briefing

Korea's AI data-center program targets 18.4GW of capacity by 2035, backed by more than ₩1,000 trillion in cumulative investment. The first phase calls for 8.4GW by 2029 — roughly ₩550 trillion — with SK Group building 5GW, GS Group 2.4GW, and Naver 1GW.

Placement is policy: capacity will be distributed across Chungcheong, Ulsan, Donghae, and Sejong, deliberately shifting away from Seoul-centric development to balance regional growth and relieve grid congestion in the capital area.

For scale: 18.4GW approaches the entire currently installed data-center capacity of major global markets — compressed into a single national buildout inside a decade, in a country that must simultaneously expand generation and transmission to feed it.

Our read.

Gigawatts on announcements are easy; substations, transmission corridors, and cooling water are hard. The investable edge sits with the enablers — power equipment, grid engineering, cooling, and the contractors who can actually deliver at this cadence.

Source: this briefing summarizes reporting by Light Reading, Jun 2026. Prepared by SOLOMON PARTNERS for general information only; not investment advice. Figures as reported at the date shown.

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