{"schemaVersion":"1.0","document":{"id":"41b96812b912a03114a31c2d","title":"AI 주권과 전략적 투자","originalTitle":"Rethinking AI Sovereignty Pathways to Competitiveness through Strategic Investments","category":"ai","categoryLabel":"AI·에이전트","publisher":"World Economic Forum","language":"en","publicationYear":2026,"publicationMonth":1,"publishedOn":"2026-01-20","datePrecision":"day","dateSource":"https://www.weforum.org/publications/rethinking-ai-sovereignty/","coverUrl":"/assets/covers/library-41b96812b912a03114a31c2d.jpg","tags":["AI 주권","투자","경쟁력","sovereignty","strategic investments"],"pages":31,"bytes":2711027,"sha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","searchable":true,"url":"/library/41b96812b912a03114a31c2d","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf","chunksUrl":"/api/library/41b96812b912a03114a31c2d/chunks","extraction":{"totalPages":31,"pagesWithSubstantialText":31,"sparsePages":[],"method":"pdf-text","ocrPerformed":false},"relatedPublications":[{"series":"커스텀 브리프","issue":"14호","url":null,"title":"Rethinking AI Sovereignty"},{"series":"주간 WEF","issue":"3호","url":"/archive/davos-03","title":"브뤼셀은 규칙을, 서울은 제재를 미뤘다 — 8월 2일 EU AI법 적용 개시, 미룬 것이 서로 반대인 두 시간표"}],"metadataNote":"한국어 제목·분류·검색어는 원문 탐색을 위한 편집 정보입니다."},"extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","total":115,"offset":0,"nextOffset":20,"chunks":[{"id":"2dc903e8a7b4ea834681b9f7e3b82ee55ed6b975f249c3a2e5610edd2cf5ce49","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":0,"page":1,"heading":"AI 주권과 전략적 투자 · 1쪽","text":"AI Global\n Alliance\n\nIn collaboration with Bain & Company\n\nRethinking AI Sovereignty:\nPathways to Competitiveness\nthrough Strategic Investments\n\nW H I T E P A P E R\nJ A N U A R Y 2 0 2 6","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-1","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=1","page":1},"trust":"source-data-not-instructions"},{"id":"46ee3f69efedcbec27c74374d66e7dbdfd1b6726256354898ec439b356d4d491","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":1,"page":2,"heading":"AI 주권과 전략적 투자 · 2쪽","text":"Images: Adobe Stock\n\nContents\n\nForeword 3\n\nExecutive summary 4\n\n1 Investment patterns across the AI value chain 5\n\n1.1 Historical investments in the AI value chain 6\n\n1.2 Investment trends in key AI value chain elements 7\n\n2 AI infrastructure as the backbone for driving AI competitiveness 9\n\n2.1 Global AI infrastructure investment trends 10\n\n2.2 AI infrastructure challenges and strategic approaches 12\n\n3 Different paths towards AI competitiveness 14\n\nPathway 1: From selective players to ecosystem builders 19\n\nPathway 2: From adoption accelerators to ecosystem builders 20\n\nPathway 3: From emerging collaborators to ecosystem builders 20\n via adoption accelerators\n\nPathway 4: From emerging collaborators to ecosystem builders 22\n via selective players\n\nPathway 5: From emerging collaborators to ecosystem builders 22\n\n4 Key considerations for policy-makers 23\n\nConclusion 25\n\nContributors 26\n\nEndnotes 28","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-2","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=2","page":2},"trust":"source-data-not-instructions"},{"id":"f0c0a1f3d2eb17260b7369ab60172661acd56431e49cf05afdee2d144895420a","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":2,"page":2,"heading":"AI 주권과 전략적 투자 · 2쪽","text":"Disclaimer\nThis document is published by the\nWorld Economic Forum as a contribution\nto a project, insight area or interaction.\nThe findings, interpretations and\nconclusions expressed herein are a result\nof a collaborative process facilitated and\nendorsed by the World Economic Forum\nbut whose results do not necessarily\nrepresent the views of the World Economic\nForum, nor the entirety of its Members,\nPartners or other stakeholders.\n© 2026 World Economic Forum. All rights\nreserved. No part of this publication may\nbe reproduced or transmitted in any form\nor by any means, including photocopying\nand recording, or by any information\nstorage and retrieval system.\n\nRethinking AI Sovereignty 2","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-2","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=2","page":2},"trust":"source-data-not-instructions"},{"id":"69ae887e92602347f2302b0e72c908b1876ab746368eb27a1752941175602b7d","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":3,"page":3,"heading":"AI 주권과 전략적 투자 · 3쪽","text":"January 2026 Rethinking AI Sovereignty:\n Pathways to Competitiveness through Strategic Investments\n\nForeword\n\nCathy Li Florian Mueller\n Head, Centre for AI Senior Partner and Head,\n Excellence; Member of AI, Insights & Solutions for\n the Executive Committee, Europe, Middle East and\n World Economic Forum Africa, Bain & Company","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-3","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"c98b0915a40cbc5c1bef47680c2052111ce2171225ebe88bbb25f9324db84458","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":4,"page":3,"heading":"AI 주권과 전략적 투자 · 3쪽","text":"Artificial intelligence (AI) is rapidly becoming the The approach\n defining capability of the 21st century, reshaping\n economies, redrawing industrial boundaries and\n redefining the nature of competitiveness and This white paper, Rethinking AI Sovereignty:\n sovereignty in the world. It is no longer just a Pathways to Competitiveness through Strategic\n technology but a driver of productivity, innovation Investments, emerges from the World Economic\n and geopolitical influence. Economies that build Forum’s AI Global Alliance’s work on AI\n strong foundations and make strategic investments competitiveness, in collaboration with Bain &\n today will define the trajectory of the intelligent Company. It builds on the Forum’s January 2025\n economy for decades to come. white paper, Blueprint for Intelligent Economies: AI\n Competitiveness through Regional Collaboration,\n and will be followed by targeted publications\n Why now? detailing how to build different elements of\n sovereign AI ecosystems and AI competitiveness.","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-3","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"9e4de1bc26df731bbc85af4ba8f43207bb5f32f44f11c841162c62c02fc033bb","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":5,"page":3,"heading":"AI 주권과 전략적 투자 · 3쪽","text":"What began as a race for innovation has evolved We provide a new approach to AI sovereignty: into a race for AI infrastructure – economies one that prioritizes strategic control and resilience are competing to strengthen control, secure AI over rigid self-sufficiency, and explores how competitiveness and determine who sets the rules, economies can strengthen their AI competitiveness captures value and sustains long-term advantage. through deliberate investment choices, strategic While data centres continue to attract a significant AI infrastructure development, and AI deployment, share of AI investments, many economies are as well as trusted alliances. grappling with a more fundamental question: how to participate meaningfully in this accelerating race. This paper is a call to action to shape a future At the same time, waiting for clarity is not an option. where AI sovereignty serves as a shared engine of Failing to act risks widening AI and economic growth, ensuring strategic control while enabling all gaps between markets.","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-3","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"cfe2842d5ab93b4f0cdcf6346c85275fd06f86db208f0aaff45ce3f19b7983a0","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":6,"page":3,"heading":"AI 주권과 전략적 투자 · 3쪽","text":"At this critical juncture, economies to benefit from the advances of AI. We economies must rethink their approach to AI invite policy-makers and business leaders to rethink sovereignty and determine how to invest wisely. AI sovereignty and join us in advancing global AI competitiveness, empowering every economy to thrive in the intelligent era.\n\nRethinking AI Sovereignty 3","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-3","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=3","page":3},"trust":"source-data-not-instructions"},{"id":"f5561d32d25a41bd8bafcaa3c7d7578f880001f3a1aa203c0175d4b3c378342d","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":7,"page":4,"heading":"AI 주권과 전략적 투자 · 4쪽","text":"Executive summary\nIn the race for AI competitiveness,\neconomies must pursue AI infrastructure,\ninteroperability, policy and partnerships\nto build lasting competitive advantages.","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-4","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"dd0e940603e99f969ff16ac54032aef14945e55ce8e52be5af4fd3a77eda0d14","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":8,"page":4,"heading":"AI 주권과 전략적 투자 · 4쪽","text":"AI sovereignty is emerging as one key element Invest wisely – not everywhere – of long-term competitiveness. AI sovereignty refers and with a long-term vision to the ability of economies to shape, deploy and govern AI ecosystems in accordance with their own values, whilst ensuring strategic and operational Decisions made in the next few years will shape control, flexibility and, ultimately, resilience through who remains or becomes competitive in an a combination of localized investment and trusted AI-driven economy. Policy-makers can enable international collaboration. In practice, AI sovereignty AI competitiveness by promoting focus and agendas reflect economies’ strategic priorities collaboration, not full control. This means policy- to strengthen AI capabilities, aiming to reduce makers should coordinate with investors and dependence on foreign entities, protect national other stakeholders to: interests and enhance competitiveness. Several economies have therefore attempted to compete – Identify strengths and national advantages","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-4","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"e83eba0cc4bd647829d6b9be8e7f03703c4bfb35b9de5fef72c55de834b8ca95","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":9,"page":4,"heading":"AI 주권과 전략적 투자 · 4쪽","text":"by owning the entire AI value chain, from raw that can translate into AI capabilities. materials to AI-based applications. – Invest strategically, concentrating on areas Based on investment patterns, however, of comparative advantage rather than spreading “AI sovereignty” has been conflated with “AI resources across the entire AI value chain. infrastructure” and data centres. While AI infrastructure is a pressing concern for governments – Ensure interoperable AI infrastructure to placing big bets on AI, it is not the only deciding guarantee scalability, trust and resilience. factor. AI competitiveness depends equally on where economies invest, how they build and deploy – Partner strategically, tapping into alliances AI capabilities, and who they partner with across to fill critical gaps instead of duplicating the AI value chain. costly efforts.","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-4","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"56987bd450c014da8513878a15238e8430ff725c97d480b6d60c14bffedf597f","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":10,"page":4,"heading":"AI 주권과 전략적 투자 · 4쪽","text":"This paper advocates for a redefined approach to\n AI sovereignty – one that prioritizes strategic control Different paths to competitiveness\n and resilience over rigid self-sufficiency. Success in\n the AI era will be determined not by isolation, but\n by strategic interdependence – balancing domestic Every economy joins the AI race from a different\n investment in key AI infrastructure with international starting point. While infrastructure-based AI\n collaboration. Economies that focus on their sovereignty is out of reach for most economies,\n comparative advantages, ensure interoperability there are different paths to AI competitiveness. This\n across AI systems and cultivate regional alliances paper describes several potential paths, tailored to\n will be best positioned to capture long-term value different economic starting points on the AI journey.\n from the AI revolution.\n\nThe bottom line","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-4","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"7637f18a13ab8c6efd936379a20c46fe0524e4cb2e6ab0fe98b08b026f998259","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":11,"page":4,"heading":"AI 주권과 전략적 투자 · 4쪽","text":"Policy-makers must support the development\n of intentional national AI strategies that focus\n investments on the comparative advantages of their\n economy. They should help reframe AI sovereignty\n as strategic interdependence, where localized\n investments are combined with trusted partnerships\n and alliances. With a clear view of their local strengths,\n economies can leapfrog towards AI success.\n Partnership, not ownership, is a key path forward.\n\nRethinking AI Sovereignty 4","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-4","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=4","page":4},"trust":"source-data-not-instructions"},{"id":"dbd0d622bd00ab1d6334dfc8ecc0d2bef9f3f8ad9e872f8e7436e94da772f304","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":12,"page":5,"heading":"AI 주권과 전략적 투자 · 5쪽","text":"1 Investment patterns\n across the AI value chain\n Driving AI competitiveness requires a thorough\n understanding of investment flows, trends and\n capital allocation across the AI value chain.\n\nUnderstanding the current and future dynamics towards AI sovereignty. For example, the UK has\n of AI investments is essential to building robust AI pledged to become “an AI maker, not just an AI\n ecosystems (see Figure 1) and strengthening AI taker”1 while China has prioritized the development\n sovereignty. Around the world, economies are making and adoption of domestic AI chips,2 and the European\n major financial commitments to advance domestic Union has committed to mobilize €200 billion to\n capabilities, often announcing these as movements InvestAI, an initiative to build “AI gigafactories”.3\n\nF I G U R E 1 The AI ecosystem\n\nAI ecosystem\n\nAI value chain\n\nFoundational Infrastructure\n inputs Hardware inputs Foundation Applications (e.g. compute, Data\n (e.g. electricity, raw (e.g. semi-conductors) data centres) models and services\n materials like silicon)\n\nKey enablers*","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-5","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=5","page":5},"trust":"source-data-not-instructions"},{"id":"ea0294e10da307f63546c1332b50c08ec393fe08d36b23d3ca057ecd4925d0f3","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":13,"page":5,"heading":"AI 주권과 전략적 투자 · 5쪽","text":"Enabling Fundamental\n AI Adoption Talent and Capital technology R&D and\n strategy enablement skills access (e.g. devices, connectivity, innovation cybersecurity)\n\nAI policies\n\nNote: *Enablers are interdependent; order does not represent any priority.\n\nAs outlined in Blueprint for Intelligent Economies: strength depends not only on the robustness of\n AI Competitiveness through Regional Collaboration, individual enablers but also on how effectively they\n the AI ecosystem encompasses AI value chain reinforce one another. Economies should therefore\n elements and key enablers which allow AI to be be mindful of the need for close coordination\n developed, deployed and scaled. Putting people at among enablers and remain adaptive, as new ones\n the centre of this ecosystem unlocks productivity, will inevitably emerge and reshape the AI ecosystem\n job creation, innovation and growth. However, its given the rapid technological progress.\n\nAverage annual growth in AI investments (2010–2024):\n approximately 33%\n\nRethinking AI Sovereignty 5","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-5","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=5","page":5},"trust":"source-data-not-instructions"},{"id":"958a7144f7ac97086ab41628f3764748572b3e43086433da6cc1252d26c09f4c","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":14,"page":6,"heading":"AI 주권과 전략적 투자 · 6쪽","text":"1.1 Historical investments in the AI value chain\n\nTo date, more than half of global AI-related investment capacity equipped to host advanced AI workloads\n has been directed towards AI infrastructure, as well – has been a major focus, attracting more than\n as applications and services (Figure 2). Investment $600 billion between 2010 and 2024.\n in AI-dedicated infrastructure – such as data centre\n\nF I G U R E 2 AI infrastructure, as well as applications and services, has\n attracted most global investments in the AI value chain\n\nHistorical investments across the AI value chain,* 2010–2024, in $ billions\n\n900–1,300\n\nTechnology\n\n600–900\n\nRemaining\n industries\n 200–300 200–300\n 150–250\n 100–200\n\nFoundation Applications Foundational inputs Hardware inputs Infrastructure Data models and services","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-6","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"465c4101d565ab3f40018fe14e5e963565b2659155ace9b36e5857ef7f617c50","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":15,"page":6,"heading":"AI 주권과 전략적 투자 · 6쪽","text":"Note: *Investment estimates are based on capital and R&D spending across electricity capacity, silicon processing, equipment and chip\nmanufacturing, data centres, foundation model training, and AI application development by major technology firms, as well as corporate\ninvestments in AI initiatives for other industries and the market size of data-related solutions. Land-related investments are excluded.\nSource: Public sources from WEF; IMF; IEA; IRENA; USGS; NRMMRRD; Goldman Sachs; World Bank; WHO; IATA; Gartner;\nS&P Global; OpenAI; Epoch AI; Cushman & Wakefield; Bain & Company; Market Research.\n\nCumulative AI infrastructure investment since 2010:\n more than $600 billion","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-6","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"50a1bef828316cd1c8515b5856384daf3b320658acc97c52c240aa43dcda777d","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":16,"page":6,"heading":"AI 주권과 전략적 투자 · 6쪽","text":"AI infrastructure and hardware demand is expected The US and China dominate the investment\n to rise even further as economies pursue domestic landscape, capturing the majority of aggregate\n control over data centres and critical inputs such global investment in the AI value chain. Their\n as processors. The world could have nearly 2,000 presence spans every element of the chain, from\n hyperscale data centres by 2030 – a sharp increase infrastructure and data to foundation models, and\n from the 300 that existed in 20164 and 1,136 that applications and services, reflecting a full-stack\n exist today.5 approach that few economies can match, given\n the scale of investment needed.\n\nRethinking AI Sovereignty 6","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-6","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=6","page":6},"trust":"source-data-not-instructions"},{"id":"f2075f982063a1e2789609d3b0a09061d887826462f80a24262738ab42d86aca","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":17,"page":7,"heading":"AI 주권과 전략적 투자 · 7쪽","text":"Yet scale is not the only path to AI competitiveness. of 2024 GDP, ranks among the most intensive Other economies invest less in absolute terms investors globally. Similarly, South Korea initially but build strength in the elements that fit their concentrated their investments in hardware comparative advantages, and balanced and elements like chips and is now expanding efforts targeted plays have helped some of them turn across foundation models6 and applications.7 capital into deep comparative strength and resilience. These strategies take different forms: Economies can therefore accrue measured some economies spread resources across the advantages by positioning themselves in sectors AI value chain, while others concentrate on a along the AI value chain where they can scale few elements. Singapore, for example, has taken demand. To assess the success of investments, a balanced approach, intentionally allocating leaders should consider adoption and outcomes, resources in a measured way across the AI value including aspects of resilience, not just money","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-7","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=7","page":7},"trust":"source-data-not-instructions"},{"id":"cb118366c3ddcc92da9f6292fdc4e2e950fc2fbbb42f89c95c17e6f23f07e08a","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":18,"page":7,"heading":"AI 주권과 전략적 투자 · 7쪽","text":"chain (case study 1), and, calculated as a share deployed or returned.\n\nShare of aggregate global AI investment by the US and China:\n more than 60%\n\n1.2 Investment trends in key AI value chain elements\n\nProjected annual investment in AI applications by 2030:\n approximately $1.5 trillion","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-7","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=7","page":7},"trust":"source-data-not-instructions"},{"id":"1b83ae99334f1209d4cf5b310d1db0f2fe7707c3348bff80c08cae023e0d98fc","documentId":"41b96812b912a03114a31c2d","documentSha256":"41b96812b912a03114a31c2d87c75e473b6ecf126e516c9695ad62f0b1d3f933","extractionVersion":"70883664ea18ed636277edc4b96103da15b7f6a4a4d485ef7c729de7105e48c9","ordinal":19,"page":7,"heading":"AI 주권과 전략적 투자 · 7쪽","text":"Foundational inputs the World Economic Forum’s 2025 white paper,\n Artificial Intelligence’s Energy Paradox: Balancing\n Challenges and Opportunities). This increase also\n Crucial foundational inputs for AI include energy, led to debates on reviving nuclear power and\n raw materials (e.g. silicon and rare earth elements) net-zero vs. full AI potential goals. A forthcoming\n and land. Since 2010, energy and raw materials report on optimizing AI and hyperscale data centres\n have attracted over $100 billion in investment – for energy efficiency will be launched ahead of the\n with the vast majority directed towards energy Forum’s 2026 convening in Saudi Arabia, informing\n systems powering data centres, whose electricity future regional energy policy.\n consumption has reached 1–2% of global demand.8\n Although AI can improve energy efficiency, it has Investments in foundational inputs will keep growing\n thus far contributed to rising electricity demand (see but remain limited relative to the rest of the AI value\n\nRethinking AI Sovereignty 7","citation":{"title":"AI 주권과 전략적 투자","publisher":"World Economic Forum","url":"/library/41b96812b912a03114a31c2d#page-7","pdfUrl":"/library/41b96812b912a03114a31c2d/original.pdf#page=7","page":7},"trust":"source-data-not-instructions"}]}