The plan announced during the earnings call
Samsung SDS wants to be the first cloud provider in Asia to make Nvidia's Vera Rubin GPUs available, the next generation announced by the chipmaker, with a launch planned for March 2027. The plan was outlined by CEO Lee Joon-hee during the conference call on third-quarter results, according to The Korea Herald. The stated goal is to accelerate the company's presence in artificial intelligence infrastructure amid strong demand for computing power.
The expansion of the GPU-as-a-service business will be gradual. The first step indicated by the CEO is the offering of Nvidia B300 chips by the end of 2026 in the west wing of the Dongtan data center, in Hwaseong, Gyeonggi Province. Choosing to start with B300 before Vera Rubin places the plan on two distinct time horizons and allows the service's operability to be verified in advance on already available hardware.
The bridge service and the ministry's role
Lee linked the start of the offering to selection by the Ministry of Science and ICT to build and manage GPU infrastructure. The company also plans an intermediate service in April 2027, again using part of the west wing of the Dongtan site, to cover AI computing demand while awaiting the opening of the national AI computing center in Haenam, South Jeolla Province, expected in 2028.
The relevant point is the temporal overlap: the April 2027 bridge service precedes the planned debut of the Vera Rubin GPUs by one month. The material does not clarify whether the two offerings will be distinguished by hardware type or customer base, nor whether the bridge service will use exclusively B300. These are aspects to be verified in the company's subsequent communications.
Capacity, security and financial targets
Samsung SDS aims to raise its AI infrastructure capacity to more than 800 megawatts by 2031 through three business models: direct investment, equity participation and the design-build-operate model, which includes designing, building and managing data centers on behalf of clients. The company is also strengthening its cybersecurity business, supported by demand for stronger corporate defenses after a series of high-profile breaches. Managed security services combine AI-based analysis and expert oversight, covering vulnerability detection, remediation and follow-up verification.
The company has joined OpenAI's daybreak program as a pilot partner, as well as Google's fairwind program and Anthropic's IT verification program. On the financial side, in the third quarter revenue grew 11.2% year on year to 3,770 billion won, while operating profit rose 3.7% to 241 billion won. The company aims to exceed 1,000 billion won in operating profit next year, relying on growth in AI infrastructure and other businesses.
