SKM, US78440P3064

SK Telecom stock in focus as Anthropic IPO reshapes AI valuation

Published on 10/30/2026 at 18:42 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
SK Telecom stock traded at 27.20 euros on Lang & Schwarz on Friday evening. Anthropic's IPO preparations have put its AI holdings and infrastructure strategy in focus.

Anthropic stake and AI expansion

  • Anthropic's filing for an initial public offering has focused investor attention on SK Telecom's stake.
  • The company is building an AI infrastructure profile through SK Horizon and data center expansion.
  • Analysts expect greater volatility around an Anthropic listing and are watching for long-term data center contracts.
SKM, US78440P3064, Illustration mit AI erstellt.

SK Telecom's Anthropic stake moved into focus after the U.S. artificial intelligence company filed an S-1 registration statement on October 26, according to Seoul Economic Daily. The report said SK Telecom's shares closed at 78,400 Korean won on October 29, up 6.67 percent from the previous session, while KT and LG Uplus posted smaller gains.

SK Telecom invested 100 million U.S. dollars in Anthropic in August 2023 and made an additional investment in the first half of 2026. The book value of the stake stood at 3.505 trillion Korean won at the end of June, according to the report.

AI infrastructure becomes central

The Anthropic development adds a valuation factor alongside SK Telecom's own AI infrastructure plans. The company is working to spin off SK Broadband's data center and submarine cable operations into SK Horizon, a specialist intended to attract outside capital and accelerate expansion.

KKR and a consortium of IMM Investment and Stonebridge are set to invest 3.08 trillion Korean won in the new entity, Seoul Economic Daily reported. Analysts cited in the article said the structure could support more aggressive data center growth, while also warning that an Anthropic listing could increase volatility.

SK Telecom stock traded at 27.20 euros on Lang & Schwarz at 6:34 p.m. CEST on Friday, October 30, 2026. The real-time quote of SK Telecom stock provides the latest trading level.

SK Telecom stock at a glance

  • Company: SK Telecom Co., Ltd.
  • ISIN: US78440P3064
  • Ticker: SKM
  • Trading venue: Lang & Schwarz
  • Quote: 27.20 euros on October 30, 2026 at 6:34 p.m. CEST

The broader U.S. market context is covered in current S&P 500 market reports.

More news and analyses on SK Telecom stock will track the Anthropic listing process, data center contracts and the development of SK Horizon.

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