Korean AI investment should focus on building moats amid AI infrastructure bottlenecks

Jongmin Cho of Unbound Lab Dev says South Korea should not chase general-purpose AI models head-on.

He argues the country should build moats by investing in AI bottlenecks such as memory, interconnects, cooling, and power.

He also emphasized deep, on-the-ground AI operating systems and workflow-linked solutions for manufacturing, defense, and other industries.

The strategy points to Korea’s strengths in semiconductors and industrial systems rather than model competition alone.