By Zacks Equity Research
Publication Date: 2026-03-25 06:31:00
Chicago, IL – March 25, 2026 – Today, Zacks Investment Ideas feature highlights SK Telecom SKM, AT&T T and NVIDIA NVDA.
SK Telecom: Dark Horse of the AI Race?
South Korea: AI Powerhouse in the Making
In the global, cutthroat race for artificial intelligence domination, the United States and China garner the most attention due to their sheer size and long history of technological advancement. However, it would be a mistake for investors to overlook South Korea.
In fact, South Korea has all the ingredients necessary to be a top player in the AI revolution, including manufacturing prowess (SK has the highest density of industrial robots in the world), semiconductor dominance (Samsung, SK Hynix), and a strong consumer electronics ecosystem/infrastructure that can be used to run AI applications. Additionally, the South Korean government has approved a sizable $71.5B investment through 2030 to ensure South Korea becomes a dominant player in the race for AI supremacy.
SK Telecom: The South Korean AI Leader
With a market share of ~50% and 23 million clients,SK Telecom is South Korea’s largest telecommunications company. Similar to AT&T, SKM is a leader in wireless, 5G, internet, and IoT services. However, unlike most legacy telecom companies which are content to grow slowly and generate predictable cash flow, SKM is transforming into an AI powerhouse. The company has three main AI verticals, including:
· Infrastructure: SKM builds and operates the…
