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2026-10-08
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The Futures

Issue Governing AI power demand under carbon rules and Korea's AI-energy policy

Summary

The report observes that as international norms and policies for climate action and carbon neutrality tighten, the electricity use of data centres and AI infrastructure is becoming a major target of management and regulation. Korea's first policy direction is to extend industry AI transformation strategies into climate and energy and to launch a pan-ministerial AI transformation collaboration system. The second is to link AI data centre plans with renewable power plants to build a sustainable AI data centre ecosystem. The third is to expand investment in next-generation small modular reactors and fusion energy while drawing up a long-term strategy for securing electricity in the AI era. Together these measures treat energy supply as a binding constraint on the country's AI ambitions.

Classification

Region menusEast Asia Korea
Impactscope:country · geo_region:east_asia · country:KR
Time horizon0-3 years (2026-09-30)
Published2025-12-31
Last updated2026-10-01 17:42 KST

Evidence 1

Constituent trends 1

Directly linked signals 1

Relation types: constitutes · direct_urgent

Public id: fm-0690a4702e51