三星SDS东滩数据中心启动AI算力设备采购，Xiilab与Datasolution获合计7533亿韩元供货合同

Samsung SDS has begun activating its supply chain for the Dongtan Data Center project. With Xiilab and Datasolution securing supply contracts worth a combined more than 753 billion won from Samsung SDS, the company's artificial intelligence (AI) infrastructure build-out is taking shape.
According to regulatory filings with Korea's Financial Supervisory Service on July 7, Xiilab signed a 438.14 billion won contract with Samsung SDS for the AI Computing Resource Infrastructure Enhancement Project. The contract runs from July 7, 2026, through Dec. 31, 2031.
Under the agreement, Xiilab will supply hardware, software, and services for AI infrastructure, including graphics processing units (GPUs). The delivery location is specified as the Samsung SDS Dongtan Data Center. The company will supply and install third-party products rather than manufacturing the equipment itself. Payments will be made with 50% in advance and the remaining 50% upon completion.
On the same day, Datasolution also announced that it had signed a 315.13 billion won contract with Samsung SDS for the same AI Computing Resource Infrastructure Enhancement Project. The contract period is identical, running from July 7, 2026, to Dec. 31, 2031. Payment terms consist of 50% upfront, 30% as an interim payment, and the remaining 20% upon completion.
Combined, the two contracts are worth 753.27 billion won. Both companies identified Samsung SDS as the contracting party, and the contracts share the same project name, signing date, and expiration date. Although disclosed separately by each supplier, the agreements indicate that Samsung SDS has entered the equipment procurement and deployment phase of the government's AI computing infrastructure initiative.
Xiilab stated in its filing that the project is overseen by the National IT Industry Promotion Agency (NIPA) under the Ministry of Science and ICT. The company explained that it will supply equipment to NIPA through its partner, Samsung SDS. Under this structure, Samsung SDS serves as the cloud service provider (CSP) for the government AI GPU infrastructure project, while Xiilab and Datasolution participate in the hardware and software supply chain.
In May, the government selected Samsung SDS and two other companies as preferred bidders for the 2026 AI Computing Resource Infrastructure Enhancement Project. The contracts awarded to Xiilab and Datasolution suggest that Samsung SDS has begun allocating portions of its awarded project to partner companies.
However, the contract values will not necessarily be recognized as revenue in full. Xiilab stated that the amount reflected in its financial statements may be recognized on a net basis—excluding procurement costs—depending on the external auditor's review. Because the company purchases, supplies, and installs imported equipment such as GPU servers, accounting standards may allow only the profit margin, rather than the full contract value, to be recognized as revenue.
Datasolution also indicated that the project involves outsourced production. As a result, the actual contribution to earnings will depend on delivery schedules, outsourcing arrangements, profit margins, and accounting treatment. The company added that contract details may change as discussions and project implementation progress.
Industry observers view the contracts as evidence that Samsung SDS has moved its AI data center expansion into the equipment procurement phase. Building on its existing IT services and cloud operations capabilities, Samsung SDS has been expanding its AI infrastructure business. With the Dongtan Data Center serving as the starting point, government GPU projects and the company's own AI data center investments are expected to further increase the importance of its cloud and AI infrastructure operations.