Samsung SDS plans to offer cloud access to Nvidia’s Vera Rubin GPUs in March 2027, after starting a B300-based service by the end of 2026, The Korea Herald reported. Chief executive Lee Joon-hee set out the timetable on 29 October during the South Korean IT services company’s third-quarter earnings call. Samsung SDS is seeking to be Asia’s first cloud provider to offer the next-generation chips.
Key points
- Samsung SDS plans to start its B300 GPU service at its Dongtan data centre by the end of 2026, ahead of a Vera Rubin offering in March 2027.
- The company aims to build more than 800 megawatts of AI infrastructure capacity by 2031 through investment and customer data centre projects.
- It is targeting more than 1 trillion won in operating profit in 2027, after third-quarter profit rose 3.7 percent to 241 billion won.
- Its AI collaboration suite has about 180,000 users across 14 central government ministries and agencies.
Dongtan starts with B300 chips
Lee said Samsung SDS would begin offering GPU-as-a-service using Nvidia’s B300 chips at the west wing of its Dongtan data centre in Hwaseong, Gyeonggi Province, by the end of 2026. The service will let customers obtain GPU computing through Samsung SDS’s cloud infrastructure. The planned Vera Rubin offering follows that initial deployment.
The company was selected by South Korea’s Ministry of Science and ICT to build and operate GPU infrastructure. Lee also said Samsung SDS was preparing an interim service using part of the Dongtan west wing from April 2027, ahead of the planned 2028 opening of a national AI computing centre in Haenam, South Jeolla Province.
That gives Samsung SDS three dated steps in its computing rollout: B300 service at Dongtan by the end of 2026, Vera Rubin service in March 2027 and the interim service from April 2027. Lee presented the expansion as part of the company’s GPU-as-a-service business during the earnings call.
Samsung SDS targets 800 megawatts by 2031
Samsung SDS aims to expand its AI infrastructure capacity to more than 800 megawatts by 2031. Its plan spans three ways of building capacity: direct investment, equity stakes, and designing, constructing and operating data centres for customers. The latter model places Samsung SDS in the operation of customer facilities as well as their development.
The plan puts the company alongside other providers preparing for Nvidia’s next chip generation. AI Affairs has previously reported Nvidia and Oracle’s plan for a multi-gigawatt Vera Rubin expansion on OCI. Samsung SDS’s stated target covers its broader AI infrastructure capacity across its three business models.
Samsung SDS is a pilot partner in OpenAI’s Daybreak Partner Program and has joined Google’s Fairwind program and Anthropic’s cyber verification program, according to The Korea Herald. Those arrangements sit in its cybersecurity business, which combines AI analysis and expert review to identify vulnerabilities, oversee fixes and check the results. The company is expanding that business alongside its computing infrastructure.
Profit target tops 1 trillion won
Samsung SDS is targeting more than 1 trillion won in operating profit in 2027, with growth in AI infrastructure and other businesses expected to contribute. The Korea Herald put the target at more than 1 trillion won ($748 million). Seoul Economic Daily gave it as more than 1 trillion won ($700 million). The latter publication romanises the chief executive’s name as Lee Jun-hee.
Third-quarter revenue rose 11.2 percent from a year earlier to 3.77 trillion won, The Korea Herald reported. Seoul Economic Daily put consolidated revenue at 3.7725 trillion won and reported the same 11.2 percent increase. Operating profit rose 3.7 percent to 241 billion won, giving the company a profit-growth figure well below its revenue-growth rate for the quarter.
The company expects its security revenue to grow about 17 percent in 2026 and its operating margin in that business to reach 17 percent, Seoul Economic Daily reported. Lee also described plans to add agent authentication to SingleID, Samsung SDS’s identity and access management software, and to release a tool in November that automatically classifies confidential and sensitive data.
Samsung SDS expects public-sector revenue to more than double in 2026. About 180,000 people at 14 national government departments and bodies use its Brity Works suite for AI-assisted email, messaging and file sharing. The company plans to extend the service to local governments, education offices and public agencies in 2027, taking public-sector users above 500,000.
