Samsung SDS, the IT services arm of Samsung Group, is exploring a deeper push into stablecoin infrastructure, digital asset systems and AI-powered payments through potential cooperation with Dunamu, the operator of South Korean cryptocurrency exchange Upbit.
The discussions highlight Samsung’s expanding interest in digital finance as stablecoins, tokenized assets and artificial intelligence become increasingly integrated with mainstream payment infrastructure.
Samsung SDS and Dunamu Explore Digital Asset Infrastructure
Samsung SDS CEO Lee Jun-hee disclosed the discussions during the company’s second-quarter earnings call on Thursday.
According to Lee, the two companies are examining potential cooperation across several areas, including stablecoin infrastructure, digital asset systems and AI-based payment business models.
Samsung SDS already has experience developing blockchain-based financial infrastructure.
The company participated in the Korea Securities Depository’s tokenized securities platform project and has also conducted end-to-end testing of stablecoin infrastructure, covering processes from issuance through settlement.
Lee said these capabilities could provide Samsung SDS with a foundation for expanding further into the digital asset infrastructure market.
Samsung Deepens Its Relationship With Dunamu
The discussions follow a strategic investment by several Samsung affiliates in Dunamu.
In May 2026, Samsung Securities, Samsung SDS and Samsung Card agreed to acquire a combined 4% stake in Dunamu, strengthening the group’s exposure to South Korea’s rapidly developing digital asset sector.
During the latest earnings call, Lee reportedly characterized the investment as strategic rather than purely financial.
The companies are expected to explore business models that combine Samsung SDS’s enterprise technology capabilities with Dunamu’s experience in blockchain and digital assets.
Samsung SDS brings expertise in areas including IT services, cloud computing, cybersecurity and enterprise infrastructure, while Dunamu operates one of South Korea’s largest cryptocurrency trading ecosystems through Upbit.
Stablecoins Become Part of Samsung’s Wider Digital Asset Strategy
The development comes shortly after Samsung Electronics revealed plans to introduce stablecoin support within Samsung Wallet.
Together, the initiatives suggest Samsung affiliates are exploring digital assets at multiple levels, from consumer-facing wallets to enterprise-grade settlement and financial infrastructure.
Stablecoins could become particularly relevant to payments because they combine blockchain-based settlement with assets designed to maintain relatively stable values.
If integrated with Samsung’s payment, cloud and enterprise technologies, stablecoin infrastructure could potentially support new forms of digital commerce and automated financial transactions.
AI Could Transform Digital Payments
Samsung SDS is also examining how artificial intelligence could interact with blockchain-based payment systems.
As AI agents become increasingly capable of performing tasks autonomously, technology companies are exploring financial infrastructure that could allow software agents to initiate transactions, purchase services and settle payments programmatically.
Combining AI automation with stablecoin settlement rails could therefore create new payment models where machines and software applications interact financially with limited manual intervention.
For Samsung SDS, this creates an opportunity to connect two of its expanding business areas: artificial intelligence infrastructure and digital finance.
AI and Cloud Businesses Continue Growing
The digital asset initiative comes as Samsung SDS continues expanding its AI and cloud operations.
The company reported second-quarter revenue of approximately 3.72 trillion Korean won ($2.6 billion), representing year-over-year growth of 5.9%.
Cloud revenue increased approximately 17% from the previous year, while revenue from external cloud customers reportedly surged 75%, supported by demand for Samsung’s cloud platform and GPU-as-a-service products.
The growth demonstrates how AI infrastructure is becoming increasingly important to Samsung SDS’s broader technology strategy.
Samsung SDS Plans Major AI Infrastructure Expansion
Samsung SDS is also reportedly preparing a substantial expansion of its AI computing capacity.
The company outlined plans to increase AI infrastructure from approximately 110 megawatts currently to 230 MW by 2029, before expanding beyond 800 MW by 2031.
That investment could give Samsung SDS significantly greater capacity to support enterprise AI workloads, cloud computing and emerging autonomous applications.
Combined with its stablecoin and blockchain initiatives, the strategy points towards an increasingly interconnected technology stack spanning AI, cloud infrastructure, cybersecurity and digital payments.
Samsung Positions for the Convergence of AI and Digital Finance
Samsung SDS’s discussions with Dunamu illustrate a broader shift in how major technology companies are approaching blockchain.
Rather than treating cryptocurrency as a standalone trading market, enterprises are increasingly examining stablecoins and tokenized assets as underlying financial infrastructure.
Samsung’s approach could be particularly significant because the group already operates across smartphones, payments, financial services, cloud computing and enterprise technology.
If the Dunamu collaboration develops into commercial products, Samsung could potentially connect those capabilities through blockchain-based settlement infrastructure.
The larger opportunity may ultimately lie in the convergence of stablecoins, AI agents and programmable payments, where digital assets function less as speculative instruments and more as financial rails supporting automated economic activity.
