S

Samsung SDS

IT services: consulting, system integration, cloud

Overview

Samsung SDS provides IT services that help businesses manage and transform their technology. It offers IT consulting, system integration, cloud and data center infrastructure, security, and AI/analytics platforms, along with logistics business process outsourcing through its Cello platform. The company supports clients from strategy to execution, deploying services throughConsulting, SI, cloud, security, and managed services to implement digital systems. Its Cello platform enables logistics BPO workflows and operations, making it easier to run supply chains and related processes. Unlike many peers, Samsung SDS leverages its Samsung Group backing to offer scale, integrated solutions across hardware and software, and end-to-end services—from strategy and deployment to optimization—through a single ecosystem. The goal is to help customers accelerate digital transformation, improve operational efficiency, and build resilient, data-driven organizations.

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About Samsung SDS

Simplify's Rating
Why Samsung SDS is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsConsultingEnterprise SoftwareCybersecurity

Company Size

10,001+

Company Stage

IPO

Headquarters

Ridgefield Park, NJ

Founded

1985

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Simplify's take

What believers are saying

  • Q3 2026 revenue rose 11.2% to KRW 3.77 trillion, with cloud up 18%.
  • Samsung SDS broke ground on Gumi November 2, 2026, unlocking 2028 AI colocation revenue.
  • KKR's KRW 1.22 trillion convertible-bond deal funds expansion and M&A.

What critics are saying

  • Logistics still drives revenue, leaving Samsung SDS exposed to freight-rate swings and geopolitical shocks.
  • Gumi needs heavy capital, grid power, and utilization by 2028; underuse crushes returns.
  • A failed AI pivot traps Samsung SDS as a commoditized logistics and systems integrator.

What makes Samsung SDS unique

  • Samsung SDS combines Samsung affiliate demand, cloud, logistics, and AI infrastructure under one roof.
  • Gumi data center scales from 60MW to 120MW, targeting GPU-heavy enterprise workloads.
  • Google Cloud, OpenAI, and FriendliAI partnerships give Samsung SDS broad AI distribution.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Company Match
  • Flexible Spending Accounts
  • Paid Time Off
  • Paid Holidays
  • Parental Leave
  • Family Planning Benefits
  • Wellness Program

Stock Price

Company News

Tech in Asia
Nov 2nd, 2026
Samsung SDS starts 60MW AI data center in Gumi as LG CNS completes 30MW Jakarta site

Samsung SDS and LG CNS are expanding AI data centre projects in South Korea and Indonesia to meet rising demand for AI computing. Samsung SDS, the IT services arm of Samsung Group, has begun building its Gumi centre in North Gyeongsang, due for completion by the end of 2028. It will open with 60 megawatts of capacity, expandable to 120 megawatts based on demand, and will use hybrid air and water cooling for graphics processing unit servers. LG CNS has completed a 30-megawatt AI data centre for a client in Jakarta. Customers had taken the full capacity before completion, and total capacity is expected to reach 400 megawatts in later phases. Both companies plan to move from construction into AI infrastructure operations and services. Samsung SDS will offer colocation at Gumi, while LG CNS plans further expansion across Asia-Pacific.

FinancialContent
Jul 7th, 2026
FORE Biotherapeutics closes upsized $67.4M Series D-2 financing, reaches target enrollment in BRAF V600E CNS tumour study

FORE Biotherapeutics has closed an upsized $67.4 million Series D-2 extension financing, bringing total Series D-2 funding to $110 million. The round was co-led by SR One, Medicxi, and SymBiosis, with participation from new investors including TaiAx, LG Technology Ventures, Primer Ventures, and Axil, alongside existing backers. The registration-stage oncology company will use proceeds to advance late-stage development of plixorafenib, its lead BRAF inhibitor for cancer treatment. FORE has reached target enrollment in the BRAF V600E primary CNS tumour basket of its FORTE study, with topline results expected around end of 2026. Plixorafenib received Breakthrough Therapy Designation from the FDA in April 2026. The company plans a regulatory submission in 2027 for BRAF V600E CNS tumours and continues evaluating the therapy in rare BRAF V600 mutated solid tumours and advanced solid tumours with BRAF fusions.

Fore Biotherapeutics
Jul 7th, 2026
FORE Biotherapeutics Announces Closing of Upsized $67.4 Million Series D-2 Extension Financing and Highlights Recent Plixorafenib Achievements

Target enrollment reached in BRAF V600E primary CNS tumor basket of FORTE study; topline results from this registrational basket anticipated around the end of 2026

Tech in Asia
Apr 23rd, 2026
Samsung SDS adds Google Cloud AI to platform after cloud unit hits $1.9B revenue

Samsung SDS has expanded its partnership with Google Cloud, adding Gemini Enterprise to its Samsung Cloud Platform and integrating Google's Wiz security platform with its security operations. The agreement builds on Samsung SDS's fastest-growing business segment — its cloud unit, which saw revenue rise 15.4% to 2.7 trillion won ($1.9 billion) in 2025. The deal broadens Samsung SDS's AI offerings following a December 2025 ChatGPT Enterprise reseller partnership with OpenAI, described as the first of its kind among Korean companies. The Google partnership provides Samsung SDS access to South Korea's regulated government market, where it has piloted workplace collaboration tools in three government organisations since November 2025. The move positions Samsung SDS as an AI integrator for enterprise customers whilst offsetting weakness in its logistics division.

Business Wire
Apr 15th, 2026
FriendliAI partners with Samsung Cloud Platform to deliver frontier AI inference on NVIDIA B300 GPUs

FriendliAI is partnering with Samsung SDS to deliver frontier model AI inference services using Samsung Cloud Platform's NVIDIA B300 GPU infrastructure. The collaboration combines FriendliAI's optimised inference stack with Samsung SCP's scalable GPU resources to serve global startups and enterprises. The partnership will enable customers to run frontier open-weight models, including GLM MiniMax M2.5, NVIDIA Nemotron 3 Super and DeepSeek v3.2, with production-grade reliability. FriendliAI's platform offers speeds up to three times faster than vLLM and 50% to 90% cost savings compared to closed model APIs. Customers will access the service through FriendliAI's Serverless Endpoints with token-based pricing, whilst benefiting from Samsung SCP's high-availability GPU infrastructure. The collaboration aims to maximise GPU utilisation whilst delivering cost-effective scalability for AI workloads.

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