[Click eStock] "Emergence of Industry-Specific LLM, Cloud and Data Center Growth Expected"

On the 11th, KB Securities forecasted a surge in cloud and data centers to meet the demand for artificial intelligence (AI) driven by the emergence of industry-specific large language models (LLMs) in fields such as finance and law.

[Image source=Yonhap News]

On the 8th, Allganize, an LLM solution company, released a "Financial Specialized LLM Leaderboard" that pits various models against each other based on their understanding of financial terminology and specialization in complex reasoning. Additionally, the legal sector has recently highlighted the use of AI models specialized in legal terminology as a major issue.

Industry experts analyze that the emergence of industry-specific LLMs in finance and law makes the expansion of cloud and data centers?computational resources for training these models?essential. Dongwon Kim, a researcher at KB Securities, stated, "Microsoft plans to invest approximately KRW 135 trillion over the next six years in AI-dedicated data centers, and Amazon is also executing investments worth KRW 202 trillion over 15 years," adding, "The astronomical AI investments by big tech companies are due to the rapidly increasing demand for AI applications such as industry-specific LLMs."

Kim further noted, "Securing sufficient computational resources for the realization of Artificial General Intelligence (AGI) is acting as a competitive advantage in the AI industry," and expressed expectations for the mid- to long-term growth of Samsung Electronics, which has secured both low-power memory and custom semiconductor lines; SK Hynix, which holds a dominant position in the high-bandwidth memory (HBM) market; and Gaonchips, a neural processing unit (NPU) chip design house.

He also added, "Companies with IT service capabilities that can create and fine-tune AI models for firms lacking IT expertise, such as Samsung SDS and Hyundai AutoEver, are also expected to benefit."