[지식뉴스] "AI 데이터센터, 이제 한국으로 몰려온다'"..빅테크가 앞다퉈 한국을 새 거점으로 점찍은 진짜 이유 (ft.조홍종 단국대 경제학과 교수) / 교양이를 부탁해

00:00 The Hidden Intentions Behind Trump's 'Energy Hegemony War' 02:12 Why Korea, Japan, and Taiwan Struggle More as the U.S. Dominates Energy 03:34 The Real Bottleneck in AI Hegemony Is Not Semiconductors, but 'Electricity' 05:37 The U.S. Delayed Power Grid Investment, and Eventually, Big Tech Started Building Power Plants 09:09 As Renewable Energy Increases, the Risk of Blackouts Grows... The Paradox of the Power Grid 12:54 There Is Surplus Electricity, But It Cannot Be Sent to the Capital Area... The Crisis of Korean Semiconductor Factories 16:16 Will Data Centers Flock to Korea for Cheap Electricity?... Unexpected Opportunities Blocked by Regulations 18:20 Korea, a Processing Trade Nation Lacking Energy; Ultimately, Electricity Competitiveness Determines Survival 21:11 From Nuclear Power Plants to Power Equipment... Why Korea Preempted the Global Electricity Market 22:46 If Semiconductors Are the Brain, Electricity Is the Heart... The Final Puzzle of AI Manufacturing 📌 Guest: Cho Hong-jong (Professor of Economics at Dankook University, President of the Korea Resource Economics Association) As the U.S. and Iran approach the signing of a peace treaty, the market's eyes are focused on whether oil prices will fall. However, the real war has only just begun, and the stage is not oil, but "electricity." Trump's strategy of effectively blocking the Strait of Hormuz and pushing the "buy my oil" demand was to shift oil hegemony from the Middle East to the United States, while simultaneously protecting the petrodollar by curbing yuan-denominated oil trading. However, the actual reason oil prices have not skyrocketed lies elsewhere. It is because the importance of oil is declining as the world has already shifted its center of gravity toward "electrification." It is AI that has changed the game. A single ChatGPT search consumes ten times the power of Google, and by 2030, a single U.S. AI data center is projected to use up an entire year's worth of electricity in Korea. The real bottleneck is not semiconductors, but 'electricity,' and this is why Microsoft is reviving its halted nuclear power plants, while Google, Amazon, and Meta are investing directly in SMRs. Amidst the great transition from an oil-based nation (Petrostate) to an electricity-based nation (Electrostate), we examine with Professor Cho Hong-jong of the Department of Economics at Dankook University whether the U.S. can win the 'electricity war' against China, and whether South Korea, a semiconductor powerhouse, can truly handle the power demand. #PleaseTakeCareOfKyoyang #AIBottleneck #EnergyHegemony #ElectricityWar #ElectricNation #Petrodollar #DataCenter #EnergyMix *This content was produced with the support of the Korea Energy Information & Culture Foundation. [Kyoyang-i Production Team] Brand & IP Director: Han Dong-hoon / Writers: Son Ye-won, Yoo Jin-kyung / Editing: Kim Cho-a, Hyun Seung-ho, Song Kyu-bum / Content Design: Ok Ji-soo, Choi Heung-rak / Cinematography: Park Woo-jin / Interns: Baek Ga-eun, Lee Da-jin [Business Inquiries] Please Take Care of Kyoyang-i, Inquiries regarding appearances, sponsorships, and content: [email protected] Knowledge news that makes you smarter the more you listen, Please Take Care of Kyoyang-i @sbs_explained Copyright Ⓒ SBS. All rights reserved. Unauthorized reproduction, redistribution, and use for AI learning are prohibited.