Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
Joined February 2012
145 Following 141.7K Followers
$SKHY $MU $DRAM 2 gigawatts. That is SK Telecom declaring itself a hyperscaler. You have no idea how bullish that is.
Context on 2 GW:
Enterprise data center: 10 to 50 MW
Hyperscale campus: 100 to 500 MW
Elite AI campuses (Microsoft, Google, Meta, Oracle, Stargate): 1 GW and up
Top tier globally, on next gen hardware and this is just the beginning. SK Hyper targets 5 GW from 2029, scaling toward 15 GW by 2035.
A telecom carrier just became an AI infrastructure player at hyperscaler scale. New bidder for GPUs, ASICs, and above all memory.
Fucking smart move by SK Group $SKHY.
Mega Bullish 🔥
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Holy Shit
$NVDA and $SKHY Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centers and next-generation memory
“SK Telecom plans to build a 2-gigawatt AI data center powered by Nvidia's Vera Rubin chips and SK Hynix's HBM4 high-bandwidth memory, with the first facility due to come online in 2027, Nvidia added.”
SK Group is the large South Korean conglomerate (chaebol) that owns both companies. SK Hynix is its semiconductor subsidiary focused on memory chips (especially high-bandwidth memory like HBM), while SK Telecom is its telecommunications arm that builds and operates infrastructure such as the planned AI data centers.
AI is NOT cyclical
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