prediction
The outlook for the B2B business next year is positive, based on customer base expansion and order growth in the data center (DC) and AI segments.
A prediction by report. Statements are as reported by the cited publishers — not verified by DecisionGateway.
데이터센터(DC) 및 AI 부문의 고객군 확대와 수주 성장을 바탕으로 내년 B2B 사업 전망 긍정적
Discussion
Related claims
Results from new AI·B2B-centered businesses such as the launch of the 토큰팩토리 business and data center expansion are becoming visible, and the will for the shareholder return policy is firm, so a positive approach is valid from a mid- to long-term perspective.report · statementFor 2027, the report recommends an approach focused on data centers and semiconductors, momentum that can be verified in substance and felt in immediate earnings.현대차증권 건설/유틸리티 신동현 · prediction미국 데이터센터 및 AI 모델의 성장성과 수익화가 반도체 이익 신뢰도를 뒷받침할 전망이다.게시글 작성자 · prediction20% of new data center projects could be pushed to 2029.大摩 · predictionAX(인공지능전환) revenue grew 9.8% year-on-year, driving meaningful growth in the B2B segment.report · statementInfineon sharply raised its expectations for the data center business.Infineon · statement