# POSCO and GS Group Combine Steel and Construction for AI Data Center Push

> POSCO and GS Group are forming a partnership to enter the AI data center market, combining steel materials.

- Published: 2026-11-10T06:55:00+00:00
- Section: Partnerships
- Author: News Desk
- URL: https://newsforagent.com/news/2026-11-10/posco-gs-ai-data-center-partnership
- Source: [Mk](https://pulse.mk.co.kr/news/english/12203640)

## Key takeaways

- POSCO and GS Group plan to formalize a business cooperation in the AI data center sector within November 2026.
- McKinsey estimates $800 billion in global AI data center construction investment and $1.3 trillion in supporting infrastructure spending from 2025 to 2030.
- POSCO established a Future Demand Development Office in July 2026 and set up separate project teams for AIDC demand and energy storage system solutions in October 2026.

POSCO and GS Group are pursuing a business partnership in the artificial intelligence data center sector, combining POSCO's steel materials and solutions with GS's construction capabilities and overseas sales network. [Mk](https://pulse.mk.co.kr/news/english/12203640) reported that the two South Korean conglomerates plan to formalize the cooperation within November 2026.

## How the POSCO and GS Cooperation Would Work

The partnership would draw on POSCO's range of steel products for data centers, from structural steel for buildings to cold-rolled steel sheets and highly corrosion-resistant PosMAC steel for server racks, stainless steel for cooling pipes and electrical steel sheets for transformers. POSCO recently developed PosMAC Shield, an electromagnetic shielding steel sheet that combines electrical steel and coated steel sheets.

GS Group brings capabilities across the data center construction value chain through affiliates GS Global Corp., GS E&C Corp. and GS Caltex Corp. GS Global opened a Houston office in Texas in August, expanding its U.S. sales network alongside its existing Los Angeles office, and is building a business network connecting local engineering, procurement and construction contractors with steel processors and distributors. GS E&C is developing an integrated business model spanning investment, development, construction and operations, drawing on experience with projects such as the Anyang Epoch Data Center. GS Caltex has launched a specialized cooling fluid designed to dissipate heat from data center servers.

"The two groups could generate significant synergies by developing a business model that jointly offers materials, processing, and delivery schedules from the early stages of project design," said an industry official.

McKinsey & Co. estimates investment in global AI data center construction and development between 2025 and 2030 at $800 billion, covering land, materials and site development, with spending on supporting infrastructure including power generation, transmission and cooling systems projected to reach $1.3 trillion. POSCO established its Future Demand Development Office in July as a control tower integrating its product portfolio for AI and power-related industries, and in October set up separate project teams for AIDC demand development and specialized energy storage system solutions.

## POSCO's Earlier Moves in Materials and Steel

According to akta.pro [company records](https://akta.pro/company-data), POSCO completed South Korea's largest electric arc furnace at its Gwangyang steel complex in June 2026, with annual production capacity of approximately 2.5 million tonnes and an investment cost of KRW 600 billion (USD 396.7 million). The same records show POSCO committed $282 million to a 46,000 tons/year artificial graphite anode plant in Thai Nguyen, Vietnam, targeting commercial operations in the fourth quarter of 2028.

## POSCO's Recent Partnership History

In October 2026, Manganese X Energy entered a collaborative research and development agreement with Canada's NRC, E3 Lithium, NiVolt and POSCO to supply a 10kg high-purity manganese sample for LMR cathode work, with POSCO to verify performance on the CA$632,111 project slated to complete by March 31, 2027, TradingView reported. In May 2026, POSCO signed a joint development agreement with Electra to scale up clean iron production technologies, combining POSCO's direct iron reduction expertise with Electra's electrochemical Clean Iron system, according to akta.pro records. POSCO and JSW Steel also formed a 50:50 joint venture in April 2026 to establish a 6 MTPA greenfield integrated steel plant in Dhenkanal, Odisha, India, with investment of Rs 35,000 crore and target completion in 2031, the same records show.

## Companies in this story

- [Posco company profile](https://akta.pro/company-profiles/0000kbu/posco) · website: http://posco.com

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