Corporation Preparing for the Development, Investment, and Operation of AI Data Centers · GS Subsidiary and Project Operator for the Donghae Mega AI Data Center
GS AI Infrastructure
GS AI InfraAI data center campus development, project financing (PF) and equity financing, and phased development linked to customer contracts
COMPANY & DATA CENTER BRIEF
Company and Main Business Activities
GS AI InfrastructureThe company type listed in the public information is Corporation Preparing for the Development, Investment, and Operation of AI Data Centers, Size classifications are GS Subsidiary and Project Operator for the Donghae Mega AI Data CenterAt AI-DC KOREA, Site & Development · Finance & Project Financing · Investment & M&A · Operation and Leasing Classified as a candidate project; the disclosed primary scope is AI data center campus development, project financing (PF) and equity financing, and phased development linked to customer contractsThat is.
Donghae City's October 3, 2026 official material confirms the October 1 building permit for the first 100MW-class data center applied for by Donghae AI Third Campus. It covers an approximately 68,000㎡ site, about 35,000㎡ of gross floor area and two above-ground floors, with construction targeted for 2026 and completion for the second half of 2028. We cross-checked this as a later milestone for the same campus against GS's September 14 revised disclosure of the 1.2GW first phase, approximately KRW 15 trillion investment plan, and PF plus equity financing plan. Therefore, in the data center business, 동해 AI 데이터센터 입주·공동투자 협의, 초대형 캠퍼스 개발·PF 구조 검토, 전력·에너지·건설 패키지 협력, 장기 AI 인프라 임대·운영 파트너 검토 This may be considered a priority candidate for review. However, ‘Official scope verification requiredThe ‘ ’ symbol indicates the scope of the disclosure basis and does not represent a guaranteed contract award or an absolute ranking.
WHAT THEY DO WELL
Strengths
- Building permit completed for the first 100MW-class data center
- Potential for Integration Across the GS Energy, Construction, and Operations Value Chains
- Phase 1: 1.2 GW; Long-term total: 2.4 GW Campus Development Plan
- Disclosure of a financing structure that combines project financing (PF) and equity capital
BEST-FIT WORK
Relevant Responsibilities
- Discussions on Tenancy and Joint Investment in the Donghae AI Data Center
- Review of Mega-Campus Development and Project Financing (PF) Structures
- Collaboration on Power, Energy, and Construction Packages
- Reviewing Long-Term AI Infrastructure Leasing and Operations Partners
BEFORE APPOINTMENT
Verify Before Placing an Order
- The first building's 100MW-class figure and the 1.2GW and 2.4GW figures are plan-scale values not publicly defined as intake capacity, IT Load or UPS capacity
- Distinguish building-permit completion from commencement filing, actual construction, use approval and commercial operation
- Distinguish the grid-impact assessment procedure from an electricity-use contract, completed grid connection and commencement of power supply
- The approximately 15 trillion won figure represents an investment plan and does not constitute committed or drawn-down project financing (PF) funds or confirmed capital contributions.
- Before procurement, verify the exact parcel, land rights, customer contracts, designer, contractor, operating SLA, PUE, UPS and completion scope by phase
INDEPENDENT SOURCE REVIEW
Independent Analysis
Based on the original public text
동해시 첫 100MW급 건축허가 공식자료·GS 장래사업 정정공시 대조은(는) 2026년 10월 3일 동해시 공식자료에서 동해에이아이제3캠퍼스가 신청한 첫 100MW급 데이터센터의 10월 1일 건축허가가 확인됐습니다. 약 68,000㎡ 부지·연면적 약 35,000㎡·지상 2층으로, 2026년 착공과 2028년 하반기 준공이 목표입니다. 9월 14일 GS 정정공시의 1단계 1.2GW·약 15조원 투자 및 PF·자기자본 조달계획과 같은 캠퍼스의 후속 진척으로 대조했습니다. 이 자료는 회사의 공개 주장·공식 기록을 확인하는 1차 근거로 사용합니다.
Check the source text ↗Suitability and Limitations
GS AI인프라은(는) AI 데이터센터 캠퍼스 개발, PF·자기자본 조달, 고객계약 연계 단계개발 범위에서 인접 역량은 확인됐으나 국내 데이터센터 직접 실적을 추가 확인할 후보로 분류합니다. 실제 선정 전에는 최근 국내 프로젝트, 담당팀, 계약 책임범위와 가용 인력을 다시 확인해야 합니다.
Cross-check results
공식 공개범위와 AI-DC 분류가 일치하는 부분은 첫 100MW급 데이터센터 건축허가 완료, GS 에너지·건설·운영 밸류체인 연계 가능성, 1단계 1.2GW·장기 총 2.4GW 캠퍼스 개발계획, PF와 자기자본을 병행하는 조달구조 공개입니다. 2026.10.03 Donghae GS AI data center's first building receives permit on October 1 자료를 최근 신호로 반영했습니다.
No broad interpretation allowed
Do not interpret service descriptions or project announcements in company or overseas market materials as implying current contract awards, completed permits and approvals, secured power supply, or performance guarantees. Separately verify official administrative data and contract scope for each domestic project site.
Due Diligence Checklist
- The first building's 100MW-class figure and the 1.2GW and 2.4GW figures are plan-scale values not publicly defined as intake capacity, IT Load or UPS capacity
- Distinguish building-permit completion from commencement filing, actual construction, use approval and commercial operation
- Distinguish the grid-impact assessment procedure from an electricity-use contract, completed grid connection and commencement of power supply
- The approximately 15 trillion won figure represents an investment plan and does not constitute committed or drawn-down project financing (PF) funds or confirmed capital contributions.
- Before procurement, verify the exact parcel, land rights, customer contracts, designer, contractor, operating SLA, PUE, UPS and completion scope by phase
Company announcements, disclosures, and public data should be cited only to the extent they can be verified; information regarding power supply, completed permits, current capacity, and contract performance should be marked as “unconfirmed” unless the original source is available.
PUBLIC BUSINESS CONTACT
Responsible Department · Public Contact Information
CONTACT & VERIFICATION