🍠 LS, Revving Up AI Data Centers and National Power Grids - 2026.07.22

Hi, this is your Bultagi team leader, Goguma 🍠. Today, LS drew market attention with massive news spanning everything from AI data centers to the national power grid. The stock closed at 283,000 KRW, up 2.91%. Let's calmly examine the gears currently turning behind this movement.

Joining Hands for AI Data Center Power Infrastructure 🤝

The most notable news is the collaboration between LS Electric and LG Uplus. On the 22nd, at the LS Yongsan Tower, LS Electric Chairman Koo Ja-kyun attended an MOU signing ceremony to jointly develop next-generation AI data center infrastructure technology ^[1]. According to Global Economic, both companies are pushing to develop direct current (DC) power infrastructure optimized for AI data centers ^[4].

The core focus is the initiation of development for 800V DC power solutions to support the infrastructure for Nvidia's next-generation chip, 'Vera Rubin' ^[2]. The plan is to secure a first-mover advantage in the global AI data center power infrastructure market by acquiring technology that enhances the power efficiency of high-output AI servers ^[3].

Dominance in Power Grids and Battery Factories ⚖️

Significant progress was also made in the national power grid and production line infrastructure sectors, which support the holding company's value. LS Cable & System secured international certification for next-generation submarine cables to be used in the West Coast Energy Highway project, while LS Electric has established itself as the only operator in the domestic HVDC converter facility market to have completed all projects ^[5]. LS Group stated that through this, it has completed the three core technologies required to build the national power grid ^[5].

In addition, LS Cable & System supplied power cables for projects such as Hyundai Motor's Mobility Asia ASEAN Center, and it was confirmed that LS Electric is also supplying power infrastructure for Hyundai Motor and Kia's global electric vehicle and battery production lines ^[6].

Team Leader Goguma's Comprehensive View 🎯

Goguma summarizes the four members' opinions as follows. Yangpa believes that the development of 800V DC solutions targeting the Nvidia Vera Rubin platform will be a powerful growth engine for the AI power supercycle. On the other hand, Dangkong points out that since this is still at the MOU and development initiation stage, the real fundamental will be how it translates into actual orders and revenue figures. Here, the views of Yangpa and Dangkong clash directly. Dotori focuses on the long-term entry barriers created by the completion of the three major national power grid technologies, including submarine cables and HVDC converter facilities, while Danggeun carefully watches the supply and demand trend, noting that institutions net-bought 4.06 billion KRW amidst today's 2.91% stock price rise.

Ultimately, the key variable moving forward is the speed at which these flashy blueprints and technical certifications translate into actual global market share expansion. I'll leave you with the question of how this technical superiority will be proven through financial results.

📰 Reference News (6)

1

LS Electric and LG Uplus Join Hands for AI Data Center Power Infrastructure

네이버뉴스 · 2026.07.22

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2

LS Electric-LG Uplus, Development of Power Infrastructure for AI Data Centers - The Elec

디일렉 · 2026.07.22

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3

LS Electric Looks to Become a Key Supplier for the AI Data Center 'Electricity' Market: Collaboration with LG Uplus on Next-Gen Power Infrastructure

네이버뉴스 · 2026.07.22

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4

LS Electric and LG Uplus Push for Development of DC Power Infrastructure for AI Data Centers - Global Economic

글로벌이코노믹 · 2026.07.22

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5

LS Group Doubles Cable Laying Capacity... "Completion of 3 Core Technologies for National Power Grid Construction" - Green Post Korea

네이버뉴스 · 2026.07.22

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6

LS Cable & System Pierces the Power Heart of Hyundai Motor's Battery Factory - The Elec

네이버뉴스 · 2026.07.22

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