Trend AI hegemony race turns AI infrastructure and industrial ecosystems into interstate strategic competition

Summary

The report observes that the global race for AI hegemony is accelerating. Building and securing AI infrastructure and industrial ecosystems is therefore unfolding as strategic competition between states. Such ecosystems require enormous investment capital as well as electricity, semiconductors, computing and engineering capacity. They also demand national-level capabilities spanning institutions, data, companies, talent, finance, markets and security. Korea's government has put the AI highway at the top of its core industrial agenda in response, alongside new growth engines and trade and economic security. The report lists this race with tariff realignment and supply chain restructuring as the main shifts in the outlook for industry and finance.