韩国成立AIDC Alliance，拟建设18.4GW AI数据中心基础设施

The Korean Ministry of Science and ICT, along with relevant government agencies and industry players, established the AIDC Alliance on July 29, with plans to develop Korea's AI data center ecosystem into a national strategic industry. The initiative includes building 18.4GW of AIDC infrastructure, cross-ministerial financial support, and forming a working group to promote packaged exports of the ecosystem overseas.



Morgan Stanley recently defined AI infrastructure as a system comprising seven value chain segments: semiconductor fabrication, NPUs, server components such as CXL and memory, server integration, networking, internal power and liquid cooling, and external power and grid infrastructure.



The Korean proposal suggests placing government-funded research institutions at the center of AIDC full-stack technology development and integrated validation projects, with organizations such as KIST, ETRI, KISTI, KIMM, KERI, and KIER covering semiconductors, AI chips, supercomputing, liquid cooling, power grids, and distributed power generation.



The proposal also recommends designating the "K-AIDC Full-Stack Integrated Validation Project" as the first national strategic research mission following the abolition of the PBS system, developing a liquid-cooled, NPU-powered, grid-integrated modular AIDC reference system featuring over 50% domestically produced NPUs within three years, and establishing a nationally certified validation center.