金色财经
金色财经|Jul 29, 2026 00:58
[SK Hynix Refutes Concerns Over AI Investment Slowdown: Will Remain Stable After Next Year] According to a report by Jinse Finance on July 29, SK Hynix (SKHY.O) stated during its Q2 earnings call: "We have observed concerns that AI infrastructure investment might slow down due to some major tech companies reassessing their data center leasing businesses and the rise of efficient AI models. We believe these actions are not a process of cutting AI investments but rather a process of improving utilization and accelerating the monetization of large-scale AI infrastructure." SK Hynix noted that the 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 various services on the same infrastructure, thereby expanding the accessibility and coverage of AI services. Given that even the recently launched efficient AI models have experienced explosive user demand, the improvement in efficiency is driving the popularization of services and increasing overall utilization. SK Hynix stated that in its mid- to long-term demand discussions with major clients, the company has also confirmed the sustainability of AI investments. It believes that AI infrastructure investment will remain stable after next year. (Jin10)
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