Jo Kang-won (조강원), CEO of infrastructure software firm Moreh, said developing proprietary AI models alone is not enough to complete sovereign AI. He urged Korea to advance domestic AI semiconductors so they can be used for model training as well as inference, and to secure infrastructure software capabilities to connect and operate multiple chips efficiently. He backed government efforts on foundation models and domestic AI chips, and proposed boosting domestic token demand, including through token vouchers.

SpaceX\'s plan for an orbital data centre envisioned as future AI infrastructure is technically feasible, but major obstacles remain before commercialisation, an analysis said. The biggest challenge is building an unprecedented satellite constellation and launch system. The concept includes operating 1 million satellites producing 120 GW and using tens of millions to 100 million GPUs. Analysts cited heavy satellite mass, cooling limits in space, huge manufacturing and network costs, and communications latency as constraints.