Overview
- Officials say the allocation will lift Korea’s GPU stock from about 65,000 to more than 300,000, placing it roughly third globally in compute capacity.
- Of the 260,000 units, 50,000 are designated for a National AI Computing Center, with major shares earmarked for Samsung Electronics, SK Group, Hyundai Motor Group, and 60,000 for Naver Cloud.
- Deliveries are scheduled to start next year and continue through 2030 under a state-led program valued at up to $10 billion.
- Seoul is adopting a two-track approach that advances large language models while prioritizing physical AI to accelerate manufacturing, mobility, and robotics.
- Analysts warn of heavy electricity and water demands for cooling, and Nvidia executives say they are working with Korean authorities on energy planning.