[Trend Report] 2026 First-Half Trend Wrap-up: From AI Adoption to Infrastructure Transformation

In the first half of 2026, the tech industry is undergoing rapid restructuring centered on AI. As AI technology moves beyond simple research into real-world work applications, fundamental changes to the Cloud and Data Center infrastructure that supports it are being demanded.

AI data centers are evolving beyond simple data storage and server hosting into computing infrastructure that processes large-scale computation at ultra-high speed. This requires the organic integration of high-density GPU servers, ultra-fast, low-latency networks, and large-capacity distributed storage.

In particular, the rise in power density and heat generation caused by the use of high-performance GPUs has emerged as a key challenge. As a result, Power & Cooling technology is growing in importance, and liquid cooling technologies such as Direct-to-Chip and Immersion Cooling, beyond existing air-cooling methods, are drawing attention as core solutions for next-generation data centers.