Hyper Co. 正与大型科技公司和金融投资者洽谈，以筹集资金用于一项预计耗资 3500 亿美元的数据中心建设计划，加入全球争相铺设 AI 基础设施的行列，尽管市场对未来需求存在担忧。
Hyper Co. is in talks with big tech firms and financial investors to secure funding for an envisioned $350 billion data center buildout, joining a global rush to roll out AI infrastructure despite concerns about future demand.
SK 集团旗下初创的数据中心业务部门已开始与潜在合作伙伴磋商，以帮助为一项计划提供资金支持，即到 2035 年在韩国建设 15 吉瓦的数据中心产能，SK Hyper 首席执行官郑锡根（Chung Suk-geun，音译）表示。他告诉彭博电视，仅第一阶段 5 吉瓦的建设就需要 3500 亿美元（含设备投入）。
The SK Group’s fledgling data center arm has begun discussions with potential partners to help finance a plan to build 15 gigawatts of data center capacity in South Korea by 2035, said Chung Suk-geun, SK Hyper’s chief executive officer. The first 5-gigawatt phase alone would require $350 billion including equipment, he told Bloomberg Television.
该公司目标是在今年年底或 2027 年初完成首轮外部融资，随后在未来三到四年内继续筹资。郑锡根补充说，SK 计划与数据中心租户和外部投资者分担总成本。
The company aims to secure its first round of external capital by the end of this year or early 2027, followed by further fundraising over the next three to four years. SK plans to share the overall cost with data center tenants and outside investors, he added.
郑锡根在采访中表示：“我们正与许多战略和金融合作伙伴进行洽谈。我们希望通过在韩国建设数据中心，做好准备以满足市场需求。”在市场因担心 AI 泡沫而剧烈波动之际，SK 正推进一项雄心勃勃的蓝图。为数据中心项目提供资金的投资者越来越担忧，未来 AI 服务的支出是否足以证明全球算力建设中流入的数万亿美元资金是合理的。
“We are under discussions with many strategic and financial partners,” Chung said in an interview. “We want to be prepared for meeting the market demand by making data centers in Korea.”SK is pursuing an ambitious blueprint at a time markets are gyrating on fears of an AI bubble. Investors funding data center projects are getting nervous that spending on future AI services won’t be enough to justify the trillions of dollars flowing into a global computing buildout.
郑锡根表示，公司将根据实际需求调整投资节奏，而非预先承诺整个计划。“我们将适当管理风险，以满足市场需求，”他补充道。
Chung said his company would adjust the pace of investment according to actual demand, rather than commit to the entire plan upfront. “We are going to manage our risk appropriately, meeting with market demand,” he added.
SK Hyper 于 7 月作为 SK Telecom Co. 的一个业务单元成立，正寻求吸引全球科技公司将韩国作为 AI 训练和运营的基地，服务日本和台湾等亚洲市场，而非仅依赖国内需求。
Established in July as a unit of SK Telecom Co., SK Hyper is seeking to attract global technology companies to South Korea as a base for AI training and operations, serving Asian markets such as Japan and Taiwan rather than relying solely on domestic demand.
郑某表示，SK集团拥有众多子公司——在芯片、能源和电信领域拥有专长——这有助于通过提高算力效率来抵消相对较高的电力成本。SK电讯本身计划到2030年向SK Hyper投资7500亿韩元（约合5.67亿美元）。
SK Group has plenty of affiliates — with expertise in chips, energy and telecommunications — that should help offset relatively high electricity costs by improving computing efficiency, Chung said. SK Telecom itself plans to invest 750 billion won ($567 million) in SK Hyper by 2030.
郑某称，SK Hyper正在韩国南部工业城市蔚山开发一个900兆瓦的项目，此外还有一个此前已宣布的、为亚马逊云科技（AWS）建设的100兆瓦项目。公司正与政府洽谈以争取更多场地。
SK Hyper is developing a 900-megawatt project in the southern industrial city of Ulsan, alongside a previously announced 100-megawatt project for Amazon Web Services. It’s in talks with the government to secure additional sites, Chung said.
公司还在探索为亚洲和中东各国政府提供服务的机会，将算力和AI模型作为一体化方案供应。郑某表示，SK Hyper最早明年便可开始产生收入，早于其首批数据中心计划于2029年完工的时间表。
It’s also exploring opportunities to serve governments in Asia and the Middle East, offering computing capacity and AI models as an integrated package. Chung said SK Hyper could begin generating revenue as early as next year, ahead of the planned completion of its initial data centers in 2029.