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Deep & Emerging Tech·November 2, 2026·1 min read

South Korean President Lee Jae Myung vows $15.97B for AI, chips, physical AI, and data centers in the country's 2027 budget, nearly twice the 2026 amount

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Nearly doubling to $15.97B for AI, chips, physical AI, and data centers by 2027 puts South Korea in the tier of states treating compute and models as strategic infrastructure. If you build in this stack, map Korea into your supply chain, hiring, and data-center plans now—policy tailwinds and local incentives will shape where capacity and talent concentrate.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.