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SK Telecom's Q3 2024 earnings call showcased the company's commitment to AI and telecommunications. The CFO outlined a three-pronged AI strategy focusing on data centers, B2B, and B2C services. The company reported a revenue increase driven by stable growth in roaming and B2B solutions, emphasizing the role of AI in enhancing operational efficiency.
The AI Pyramid Strategy aims to position SK Telecom as a leader in the global AI data center market. Significant growth in data center revenue and the introduction of AI-driven services highlight the company's proactive approach to monetizing AI. With a strong subscription model already in place, SK Telecom is poised to leverage AI for further business expansion.
• SK Telecom aims to lead in global AI data center market.
• AI B2B and B2C strategies are key to revenue growth.
AI data centers are crucial for supporting the growing demand for AI services and infrastructure.
Generative AI foundational models are utilized to enhance B2B capabilities and identify use cases.
The subscription model is gaining traction as a viable revenue stream for AI services.
SK Telecom focuses on telecommunications and AI, aiming to monetize AI through various strategies.
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