LG Uplus Targets $3.26B in AI Data Center Orders by 2030
LG Uplus is significantly investing in AI data centers, targeting $3.26 billion in orders by 2030, with its Paju AI Data Center designed to handle inference-driven AI workloads. The facility will use prefabricated modular construction and advanced cooling technologies from LG Group allies to accelerate deployment and optimize AI operations. LG Uplus plans to transition into an "AI factory operator," managing GPUs, power, and cooling systems for optimized AI workloads.
Key Takeaways
- LG Uplus projects $3.26 billion in cumulative AIDC orders by 2030 and 15-20% annual sales growth.
- The 200MW Paju AI Data Center will accommodate high-power, inference-driven AI workloads.
- Prefabricated modular construction and 'One LG' alliance technologies will accelerate deployment and optimize operations.
- The Paju facility supports both air and liquid cooling, with co-developed Direct-to-Chip technology improving energy efficiency by 24% over standard air cooling.
- LG Uplus will transition into an "AI factory operator," managing GPUs, power, and cooling for optimized AI workloads, with the first Paju building fully pre-sold for June 2027 completion.
Why It Matters
LG Uplus's significant investment in AI data centers, particularly for inference workloads, signals a shift in infrastructure priorities as AI applications mature. This move positions the telco beyond traditional connectivity, directly addressing the growing demand for specialized, high-density computing environments. The strategy of leveraging in-group alliances and modular construction could establish a replicable blueprint for rapid, integrated AIDC deployment. Observers should track LG Uplus's success in securing follow-on contracts and the operational performance of the Paju facility to assess the scalability and efficiency of this vertically integrated approach for other telcos.
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