SK Hynix rebuts concerns over AI investment slowdown: it will remain stable beyond next year

Deep Tide TechFlow news: On July 29, SK Hynix (SKHY.O) said during the Q2 earnings conference call, “We have noticed that, as some large technology companies are re-evaluating their data center leasing businesses and the rise of efficient AI models, there are concerns that AI infrastructure investment may slow down. We believe these steps are not a process of cutting back on AI investment, but a process of improving utilization and accelerating large-scale AI infrastructure monetization.”

SK Hynix said that the widespread adoption of efficient AI models is unlikely to lead to a decline in demand for infrastructure and memory. As model and system efficiency improves, more users can access a variety of services on the same infrastructure, thereby expanding the accessibility and coverage of AI services. Given that even recently launched efficient AI models have experienced explosive user demand, the improvements in efficiency are driving the rollout of services and increasing overall utilization.

SK Hynix said that in long-term demand discussions with major customers, the company also confirmed the sustainability of AI investment. It is believed that AI infrastructure investment will remain robust even after next year. (Jin10)