Instant Insight #3 Data Centres & The Power Challenge

AI-driven demand is transforming data centres into core real assets, with power accessibility now the defining constraint for development and valuation. Korea faces acute grid limitations in the Greater Seoul Area, accelerating a shift toward regional markets supported by Distributed Energy Act. As workloads diverge, power-intensive AI training is moving to non-GSA regions with ample grid capacity, while low-latency inference remains concentrated in metropolitan areas. Long-term competitiveness depends not only on securing stable power but also on adopting flexible energy solutions aligned with evolving policy and technology needs.