prediction
The outlook for the B2B business next year is positive, based on customer base expansion and order growth in the data center (DC) and AI segments.
A prediction by report. Statements are as reported by the cited publishers — not verified by DecisionGateway.
데이터센터(DC) 및 AI 부문의 고객군 확대와 수주 성장을 바탕으로 내년 B2B 사업 전망 긍정적
Related claims
Results from new AI·B2B-centered businesses such as the launch of the 토큰팩토리 business and data center expansion are becoming visible, and the will for the shareholder return policy is firm, so a positive approach is valid from a mid- to long-term perspective.report · statementAX(인공지능전환) revenue grew 9.8% year-on-year, driving meaningful growth in the B2B segment.report · statementInfineon sharply raised its expectations for the data center business.Infineon · statementThe 2026 Q4-2027 Q1 buy direction is maintained; if data center construction is not fully halted, the real impact on the industry and earnings is expected to be limited.FICC리서치부 전략/시황: 이경민 · commitmentThis is a negative change factor for investment that will continue for several years; some investors see the 'pace adjustment' positively while others see it as a risk, and as a result of this outcome 10% of data centers will not be built.댄 아이브스 · predictionAbout 30% of new U.S. data center operating capacity is expected to be concentrated in Texas by 2028, so tighter regulation would inevitably significantly affect AI infrastructure investment.post author · prediction