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AI & Enterprise

Hwang Jung-a says PPA cap is 40 MW for 1 GW AI factory; Bae Kyung-hoon cites LNG pilot talks

South Korea’s planned AI data centres are expected to require about 18.4 GW of power by 2035, prompting criticism that current limits on direct power purchase agreements are too small for 1 GW-class AI factories. Democratic Party lawmaker Hwang Jung-a urged changes to power supply systems and PPA rules, along with reforms tied to onsite generation such as LNG and SMR. Deputy Prime Minister Bae Kyung-hoon said he agreed.

AI & Enterprise

AI must generate $6 trillion a year, putting data centre investment economics to the test

The AI industry must generate $6 trillion in annual revenue by 2031 to support the expected scale of infrastructure investment, an analysis said. Bain & Company projects annual AI infrastructure spending on data centres, processors, memory and networks could reach $1.5 trillion by 2031. Existing AI services may not be enough. Bain estimates consumer AI subscriptions and advertising and enterprise AI could together generate up to $1.8 trillion, leaving $4.2 trillion to come from new markets.

Industry

U.S. after 2008 crisis: GDP rises while carbon emissions fall

An analysis said the decoupling of U.S. economic growth and carbon emissions became clearer after the 2008 financial crisis. Comparing World Bank GDP data with Global Carbon Project figures for fossil fuel and industrial CO2 emissions, it said the long-term trends diverged around 2008. Emissions fell over the long term while real GDP kept rising except during the pandemic. It added emissions remain high and cited future risks such as data centres.