SK Telecom and Schneider Electric Solidify MEP Partnership for SK AIDC in Ulsan

SK Telecom (NYSE: SKM) announced that it has signed a comprehensive integrated procurement agreement with Schneider Electric for mechanical, electrical and plumbing (MEP) equipment and solutions to support the establishment of the 'SK AIDC in Ulsan.'

Schneider Electric is a global leader in MEP equipment for artificial intelligence data centers (AIDCs), offering comprehensive integrated infrastructure solutions that cover everything from design and construction to operations.

The agreement between SK Telecom and Schneider Electric marks the first tangible outcome of the partnership announced at Mobile World Congress 2025 (MWC25) in March. Under the agreement, Schneider Electric will supply MEP equipment across five categories, including switchgear, Uninterruptible Power Supply (UPS), transformers, and automated control systems, for the SK AIDC in Ulsan.

SK Telecom will integrate Schneider Electric's Electrical Transient Analyzer Program (ETAP) solution, a leading digital twin software for power systems that spans design, analysis and operation stages, into its unified AI Data Center Infrastructure Management (DCIM) system. This will allow SK Telecom to pursue digital twin-based operational optimization.

The AI DCIM platform provides software and tools for real-time monitoring and management of power consumption and infrastructure utilization. Through this integration, SK Telecom aims to maximize data center operational efficiency and further enhance the capabilities of its AI DCIM solution.

Since announcing their partnership in March, SK Telecom and Schneider Electric have formed a working group and have been actively collaborating on multiple areas, including:

Ÿ SKT AI DCIM & Schneider Automated Control Systems: Pursuing the integration and commercialization of SK Telecom's unified AI DCIM with Schneider Electric's automated control systems.

Ÿ MEP Reference Designs: Developing MEP reference designs and jointly executing data center design and construction services.

Ÿ Prefabricated Solutions: Creating prefabricated and integrated solutions to significantly reduce construction timelines.

Ÿ Energy-as-a-Service (EaaS): Expanding collaborative sales initiatives to grow their EaaS business.

The two companies also signed a Memorandum of Understanding (MoU) to broaden their collaboration across the SK Group. Based on this agreement, the two companies will collaborate on the joint development of Schneider Electric's Uninterruptible Power Supply (UPS) and Energy Storage System (ESS), leveraging SK On's Lithium-ion battery technologies. They intend to leverage the collective demand of MEP equipment across SK Group affiliates to drive further cooperation.

"This collaboration marks a significant milestone in setting a new standard for AI data centers by leveraging the combined technological expertise and know-how of both companies. Schneider Electric remains committed to working closely with SKT to build a sustainable and efficient next-generation data center ecosystem," said Pankaj Sharma, Executive Vice President and Head of Secure Power and Services at Schneider Electric.

"The procurement agreement and the expansion of our strategic cooperation are part of SK Telecom's AI pyramid strategy of 'self-reliance and cooperation," said Ryu Young-sang, CEO of SK Telecom. "Our partnership with Schneider Electric and the deepening of this strategic collaboration are expected to not only to support the construction of the Guro AIDC and the gigawatt-scale expansion of the SK AIDC in Ulsan, but also to create synergies across the SK Group affiliates, driving mutual growth at the highest-level."