Etevers

Korean AI server distributors boom on GPU demand

KED Global reports Korean AI server distributors such as Kolon Benit and Etevers are on track for record revenue as firms scramble for GPU capacity, though 4-5% operating margins remain a challenge. It also notes KT and KT Cloud's 6 trillion won ($4.4B) five-year data center plan and Naver's planned unit to sell Nvidia-Brookfield-backed AI factory compute.