LG CNS称基于英伟达Blackwell的模块化数据中心年内釜山完工，重申2030年5GW目标

LG CNS to Complete Blackwell-Based Modular Data Center This Year - Seoul Economic Daily
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Chae Min-young, head of LG CNS's data center business division, explains the company's modular data center at its headquarters in Magok, Seoul. Photo courtesy of LG CNS
LG CNS will complete a modular data center built around Nvidia's Blackwell graphics processing units within this year. The company plans to lead the emerging market by designing modular data centers to match Nvidia's GPUs.
Chae Min-young, head of LG CNS's data center business division, said in a recent interview with The Seoul Economic Daily at the company's headquarters in Magok, Seoul, that "Modular Data Center 2.0, based on Blackwell, has broken ground in Busan and is scheduled for completion within this year."
A modular data center is built by assembling standardized components, or modules, rather than constructing a building first. Conventional data centers start with a building on a site, into which servers, racks and cooling equipment are then installed. Modular facilities instead piece these elements together like blocks. That is why construction takes about a year, compared with three to five years to build and bring a conventional data center into operation.
LG CNS and the broader industry have turned to modular data centers because the advance of artificial intelligence has sharply increased demand for AI training and inference. "In 2011 we built one container-type modular data center in Busan as a pilot, but modular data centers did not spread in the market at that time," Chae said. "Recently, companies have the GPUs and have secured the servers, but they have no 'house' to put them in, and that is when modular data centers began drawing attention."
A rendering of LG CNS's modular data center. Photo courtesy of LG CNS
Shorter intervals between new GPU releases are also cited as a reason demand has risen. Conventional data centers are built around GPUs already on the market, making it difficult to run newly released chips at full performance. Newer GPUs draw denser power and generate more heat, requiring power and cooling infrastructure tailored to them. "When the GPU generation changes, the cooling technology changes, and a modular data center can take the new equipment," Chae said. "LG CNS's Modular Data Center 2.0 was designed around Blackwell, 3.0 will target Vera Rubin and 4.0 Feynman."
Chae is also watching the recent emergence of GPU-backed lending in financial markets. The practice surfaced last month when Nvidia signed a memorandum of understanding with six financial firms — Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR — to assemble more than $500 billion in private capital. The program provides financing so clients can build data centers and purchase GPUs, with the GPUs serving as collateral. "Until now, from an investment finance perspective, it was hard for containers to be recognized as having collateral value the way buildings are," Chae said. "Now that financial investment can take place based on the GPUs alone, operators have started paying attention to container-type modular data centers as well."
With signs that a modular data center market is taking shape on both the infrastructure and financing sides, LG CNS plans to strengthen its competitiveness in the segment. "LG CNS has 40 years of experience and know-how in designing and operating data centers," Chae said. "Our goal is to build and operate 5 gigawatts of data center capacity, including modular facilities, by 2030."
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Original reporting by
Kim Ji-young
for Seoul Economic Daily.
AI-translated from Korean. Quotes from foreign sources are based on Korean-language reports and may not reflect exact original wording.
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