Hyosung Heavy Industries is drawing intense market attention as it rapidly emerges as a major beneficiary of the growing demand for power infrastructure driven by the expansion of artificial intelligence (AI) data centers. Notably, with Nvidia CEO Jensen Huang's upcoming visit to Korea imminent, investment sentiment across AI-related stocks has significantly improved.

As competition in AI semiconductors intensifies in the global market, the race to build data centers is also accelerating. Stable power supply is essential to smoothly process large-scale AI computations, making the role of transformers and power transmission and distribution equipment more critical than ever. The industry forecasts that as the expansion of AI data centers increases, the demand for extra-high-voltage transformers and power grid equipment will skyrocket.

Amid these changes, Hyosung Heavy Industries is leveraging its overwhelming competitiveness in the power equipment sector to actively expand its overseas operations, primarily in North America, while focusing on expanding the supply of next-generation power solutions. The securities industry analyzes that power grid investment expansion policies, led by the United States, and the competition to build AI infrastructure will strongly support the mid- to long-term growth of Hyosung Heavy Industries. The fact that the scope of AI beneficiaries is expanding beyond semiconductors to include power equipment is also evaluated as a positive factor.

Market attention is focused on the potential impact CEO Jensen Huang's upcoming visit to Korea will have on the domestic AI industry. As possibilities for collaboration between Nvidia and major domestic companies are being discussed, power infrastructure companies are also drawing investor interest amid these expectations. Going forward, the key point to watch is whether the expansion of AI data center investments will lead to an actual increase in power equipment orders. The industry anticipates that if power demand continues to rise, Hyosung Heavy Industries' order environment is highly likely to improve further.

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