KT Corporation vs. AT&T: Telecom Titans Vie for Investment Dominance

KT Corporation is rapidly transforming into an AICT company, combining telecom with IT and AI to provide unique services to customers. The company has partnered with Microsoft and Palantir, and its AI and cloud businesses have seen growth in revenue. KT has a stable dividend policy and opportunistic share repurchases. However, the company's ambitious AI push demands significant upfront capital investment and execution risk, and competition from SK Telecom and LG Uplus may intensify.