AI Data Center Investment to Benefit Construction, Telecommunications, and Power Industries

The investment in AI data centers is expected to benefit the construction, telecommunications, and power industries in that order.

This is because construction demand occurs first in the initial stage of data center construction, followed by the expansion of investment effects through the establishment of communication networks and power supply.

However, the stock market expects that the beneficiaries will be differentiated depending on the speed of business implementation and the possibility of securing long-term contracts.