Jun. 29 at 10:20 AM
$BE did you guys read this? SK group, BE partner in South Korea, just announced a 650 billion dollar investment in Ai data centers in South Korea. It could go up to 15 GW, I am pretty sure BE will be getting a slice of these new business.
https://world.kbs.co.kr/service/news_view.htm?lang=e&Seq_Code=202517#:~:text=SK%20Group%20Chairman%20Chey%20Tae,expansion%20projects%20in%20South%20Korea.