Company
Samsung SDS is a South Korean IT services firm within Samsung Group, providing system integration, cloud computing and logistics technology solutions.
Samsung SDS signed a share purchase agreement for 100% of air cargo consolidator Woojung Air, expected to close by year-end. Woojung made 3 billion won of operating profit on 213.9 billion won of revenue last year, Seoul Economic Daily reported.
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Mirae Asset's top 1% of traders made Samsung Electro-Mechanics their biggest net buy on Oct. 2, a day after it was their heaviest net sale. Analysts expect AI component sales to outrun a falling won-dollar rate, but this cohort reverses positions quickly.
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Six Samsung affiliates will put $1 billion into Helix, KKR's AI data center and power company. Four of the five business lines Samsung tied to the deal are data center construction, operations, cooling and backup power, so the stake is also a bid for Helix's orders.
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Samsung Group is committing $1 billion from six affiliates to Helix, the AI infrastructure firm led by former AWS chief Adam Selipsky. Anyone who later contracts with Helix will deal with a builder whose owners also supply its power and technology.
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Six Samsung companies are committing $1 billion to Helix, lifting the KKR- and Nvidia-backed platform above $11 billion in secured capital. Helix plans to build generation, transmission and fiber alongside the data centers, though no project has yet been assigned any of the money.
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Korea's NPU makers have moved from domestic pilots to paid orders abroad. The sizes show the stage they are at: 1,800 chips in Stockholm's first phase, and 77 DEEPX purchase orders averaging about $169,000 each.
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Team REX pairs Samsung SDS with five hardware makers, three model developers and two data firms, and Samsung SDS says it went to a Chinese supplier for robotic hands because nobody else can match China.
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Samsung SDS is claiming the scheduling layer of factory robotics and leaving the machines to ten partners, which is a defensible bet, though its price is unpublished and its first customers are affiliates that cannot say no.
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