---
title: "The outlook for the B2B business next year is positive, based on customer base expansion and order… — report — DecisionGateway"
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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*

companyreportPublished 2026-11-10 [ Read source](https://t.me/companyreport/116006)

## **Discussion**

## **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 · statement](https://dgw.tmarket.io/claims/01a1d4aa-b0d8-7c3b-83d6-135dac3a875a) [**AX(인공지능전환) revenue grew 9.8% year-on-year, driving meaningful growth in the B2B segment.**report · statement](https://dgw.tmarket.io/claims/01a1d4aa-b09a-7d69-bb4c-50180251b62b) [**Infineon sharply raised its expectations for the data center business.**Infineon · statement](https://dgw.tmarket.io/claims/01a1d7a0-988d-739d-bd29-b2f52502fc5b) [**The 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 · commitment](https://dgw.tmarket.io/claims/01a1d71d-c57d-76cc-b3b1-9d32984f959b) [**This 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 · prediction](https://dgw.tmarket.io/claims/01a1d7b3-a5f1-7308-9944-aa587eb02287) [**About 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](https://dgw.tmarket.io/claims/01a1d72c-f976-7cb4-bb40-977705488c3d)

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