SGC Energy, Vertiv Review 60MW Gunsan AI Data Center

Three-Line Briefing

• SGC Energy said it will jointly conduct a technical review with Vertiv Holdings for the development of AI data center infrastructure in Gunsan, according to an Infostock Daily report dated September 9, 2026.
• SGC Energy currently puts the initial phase at 60MW, with 300MW proposed as the potential scale of future expansion. However, the final capacity and the value of any cooperation or supply contract have not been disclosed.
• The same report also covered Penetrium Bio’s organoid research findings, Kolon Industries’ mPPO capacity expansion, an interpretation and translation MOU between Flitto and the Korea Industrial Safety Association (KISA), and a filter supply contract secured by Clean & Science.

What Changes

The significance of the partnership between SGC Energy and Vertiv Holdings lies in treating the data center not merely as a source of power demand, but as an infrastructure project that integrates power and cooling design. According to Infostock Daily, the companies will jointly review infrastructure development for the AI data center under development in Gunsan and pursue the deployment of Vertiv PowerNexus and Vertiv SmartRun.

PowerNexus was introduced as a system that pre-integrates power infrastructure, while SmartRun was described as a prefabricated solution combining coolant distribution units, server racks, and power solutions. If deployed in the project, this combination would enable power delivery and thermal management to be assessed as an integrated system from the design stage. However, the report only covers the technical review and planned deployment; it does not mean commercial operations have begun or revenue has been recognized.

SGC Energy Executive Director Hwang Se-hoon described the AI data center business as a new growth pillar for the company and said it would make every effort to ensure smooth execution. While the statement demonstrates the company’s commitment, the available materials do not yet specify a finalized contract value or completion schedule.

The Numbers in Context

Infostock Daily reported that SGC Energy’s AI infrastructure design is currently in the initial 60MW phase and that the partnership is expected to continue as the project potentially expands to as much as 300MW. The 60MW and 300MW figures refer, respectively, to the current initial phase and the potential future expansion scale; they should not be interpreted as meaning that a 300MW facility has already been finalized and is operating.

Whether this development translates into earnings will depend on whether the technical review leads to actual orders and facility construction. If the 60MW design converts into firm orders, investors would have a basis for assessing potential revenue from power and cooling infrastructure. If the review is delayed or the expansion plan is scaled back, the anticipated growth trajectory would weaken. The report did not disclose project-level investment amounts or profitability.

Potential Beneficiaries and Stocks at Risk

• SGC Energy: The company is leading the Gunsan AI data center project. Its technical review with Vertiv and planned deployment of power and cooling solutions demonstrate progress in executing the new business, but the final capacity and contract value remain unconfirmed.
• Kolon Industries: Infostock Daily reported that the company completed an expansion of its mPPO production line in the second quarter and began production in the second half. The company projects that full-scale mPPO production could generate approximately 200 billion won in revenue from the single product, but this remains management guidance.
• Flitto: The company signed an MOU with the Korea Industrial Safety Association (KISA) to provide AI-powered multilingual interpretation and translation support aimed at preventing workplace accidents among foreign workers. The partnership covers real-time interpretation and translation and the development of an industrial-safety terminology database.
• Clean & Science: The company was reported to have signed a contract to supply high-performance HVAC filter media to a global HVAC company. The contract value and specific delivery schedule were not disclosed.

Risk Check

• The final confirmed capacity and project completion schedule for SGC Energy’s AI data center have not been disclosed.
• If the technical review does not convert into actual orders and revenue, the expansion narrative from 60MW to 300MW will weaken.
• The planned deployment of Vertiv solutions remains at the proposal stage and should not be interpreted as completed implementation or commercial operating performance.
• Kolon Industries’ projected 200 billion won in mPPO revenue assumes full-scale production and is not a confirmed realized amount.

Bottom Line

The MOU between SGC Energy and Vertiv is a starting point for developing the power and cooling design of the Gunsan AI data center. Until the 60MW design converts into actual orders and the expansion plan advances, investors should distinguish the growth opportunity from confirmed execution.

Frequently Asked Questions

What does the partnership between SGC Energy and Vertiv Holdings cover?

The companies said they will jointly conduct a technical review of infrastructure development for the AI data center under development in Gunsan. They will assess power infrastructure and cooling solutions together and pursue the deployment of Vertiv PowerNexus and SmartRun.

Has the capacity of SGC Energy’s AI data center been finalized?

According to Infostock Daily, the project is currently in its initial 60MW phase, with 300MW proposed as the scale of future expansion. The final capacity and project-specific completion schedule have not been confirmed.

Is Kolon Industries’ 200 billion won in mPPO revenue confirmed earnings?

No. The figure is Kolon Industries’ projection for revenue from the single product once full-scale mPPO production begins. It should be distinguished from the confirmed facts that the company completed its production-line expansion in the second quarter and began production in the second half.

This article was automatically summarized and analyzed from the original news report. View Original Article (Infostock Daily)