SK텔레콤, 1년 만에 영업익 5000억 회복…AIDC·B2B 사업 가속

SK Telecom's Q1 operating profit recovery signals the telecom industry's pivot to AI infrastructure services as a primary growth driver, driven by surging global GPU and AI workload demands. The company's 89.3% AIDC growth and B2B AI expansion demonstrate how legacy telecom operators can leverage existing infrastructure advantages to capture high-margin AI computing markets. This transition reflects a structural shift reshaping Korea's cloud ecosystem and competitive dynamics.