SK Telecom Signs AI Data Center Agreement with Supermicro and Schneider Electric
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
0mins
SK Telecom (SKM) "announced it has signed a three-party memorandum of understanding with global server manufacturer Supermicro (SMCI) and global mechanical, electrical and plumbing leader Schneider Electric to develop a total solution for artificial intelligence data centers. The agreement, signed at MWC26, aims to shorten AIDC construction timelines and help alleviate supply bottlenecks by leveraging the combined expertise of the three companies. The companies will collaborate on a pre-fabricated modular model that integrates AI computing servers with supporting power and cooling infrastructure into a single pre-manufactured module, enabling AIDCs to be constructed in a building-block configuration."
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Analyst Views on SMCI
Wall Street analysts forecast SMCI stock price to rise
12 Analyst Rating
5 Buy
5 Hold
2 Sell
Hold
Current: 31.790
Low
34.00
Averages
46.82
High
63.00
Current: 31.790
Low
34.00
Averages
46.82
High
63.00
About SMCI
Super Micro Computer, Inc. provides application-optimized Total IT solutions. It delivers rack-scale solutions optimized for various workloads, including artificial intelligence and high-performance computing, where acceleration is critical. It produces a portfolio of server and storage solutions for enterprise data centers, cloud service providers and edge computing (5G Telco, Retail and embedded). Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, server management and security software. It provides global support and services to help its customers install, upgrade and maintain their computing infrastructure, including liquid-cooling operations. It offers platforms in rackmount, blade, multi-node and embedded form factors, which support single, dual and multiprocessor architectures. Its key product lines include SuperBlade and MicroBlade, SuperStorage, Twin and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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