AI & Enterprise
South Korea AI investment should focus on building moats in infrastructure bottlenecks
Cho Yong-min (조용민), CEO of venture investment firm Unboundlabdev, said South Korea should concentrate AI investment on infrastructure bottlenecks to expand its stake in the global AI market, rather than competing with big tech on general-purpose model performance. He identified four key bottlenecks: memory, interconnect, thermal management and power. Cho said competitiveness comes from deep integration into customers’ work, and urged government policy to target value chains where Korea is strong and future bottlenecks.
