SK Group’s Ulsan AI Data Center Capacity Expands to Nearly 900 MW

The scale revision matters less than the partner mix: an AWS-anchored buildout of this size turns Ulsan into a test of whether Korean conglomerates can convert industrial land and power into AI capacity fast enough to matter. It also signals that sovereign-adjacent compute demand is pulling Big Tech into joint ventures rather than wholly owned sites. The open question is whether the announced global partnerships extend beyond cloud hyperscalers into chip, power and cooling suppliers — that would show how much of the stack Korea intends to localize.