[Edaily SOYEON KIM Reporter Choi Oh-hyun] “While early artificial intelligence (AI) investments were concentrated among a handful of big tech companies, the pool of investors is now rapidly expanding to include not only cloud service providers but also general corporations themselves and sovereign AI entities. Even if certain investors curb demand, others are increasing it. Major hyperscaler customers are seeing cloud growth rates ranging from 30% to 80%. Long-term contracts are on the rise, and the cloud order backlog has grown two to five times compared to the previous year. Overall, AI demand is expected to remain sufficiently robust. We anticipate that the supply-demand imbalance will persist for the time being.” …SK hynix Q3 2026 Conference Call A view of SK hynix’s headquarters in Icheon, Gyeonggi Province, on that day. (Photo: Newsis)
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