South Korea’s SK Telecom saw the book value of its investment in Anthropic surge to KRW 3.5 trillion. Its stake in MakinaRocks has also risen sharply in value.
South Korea’s SK Telecom’s stake in US-based Anthropic had a book value of KRW 3.505 trillion as of the end of June this year, equivalent to approximately ¥400 billion. Its cumulative investment in Anthropic was approximately KRW 270 billion, while the book value had risen sharply from the end of last year.
The value of SK Telecom’s stake in MakinaRocks surged from an acquisition cost of KRW 450 million to a book value of KRW 9.642 billion, more than 21 times the acquisition cost. SK has sold 576,000 shares in the company, but the sale amount has not been disclosed.
SK has adopted a two-track strategy of making additional investments in Anthropic while selling part of its stake in MakinaRocks. It is building out its AI ecosystem through its own capital and partnerships, while promoting growth in AI data center revenue and technological collaboration.