韩国拟投34.9亿美元扶持本土前沿AI模型
South Korea bets $3.49 billion on building a homegrown frontier AI model to rival China's best
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导读
韩国计划通过政府股权投4.7万亿韩元（约34.9亿美元）发展本土前沿模型，资金列入2027年预算草案，尚待国会批准。另设一条资金赛道支持国产模型在本国经济中的采用。LG AI Research、SK电讯与Upstage的现有竞赛决赛方不会自动获得追加资金，政府改为开放竞赛，创业公司也可参与。官员承认韩国无法与美国最大公司竞争，但能与中国领先的开源模型相当。此轮竞赛启动时政府曾向五家入选公司承诺5300亿韩元（约3.9亿美元），新计划约为其九倍。
推荐理由
韩国以约34.9亿美元政府股权投资扶持本土前沿模型，并另设推广赛道，读者可据此观察中等国家在AI竞赛中的路径选择。
主体与标签
韩国政府LG AI ResearchSK TelecomUpstage#行业动态#政策/监管#数据/训练#开源生态
正文
South Korea wants to develop a homegrown frontier model through government-backed equity investments of 4.7 trillion won ($3.49 billion). The funding is part of the proposed 2027 budget, though parliament still needs to approve it. A second funding track would support the adoption of Korean-built models across the country's economy.
The two finalists in the current competition between LG AI Research, SK Telecom, and Upstage won't automatically receive additional funding. Instead, the government is launching an open competition that startups can enter too. Officials have acknowledged that Korea can't compete with the largest US companies but can match leading open models from China.
When the current competition kicked off, the government pledged 530 billion won (about $390 million) to the five selected companies. The new plan roughly multiplies that figure by nine. For context, Google, Amazon, Microsoft, and Meta are planning combined investments of around $725 billion for 2026 alone , mostly for AI data centers.
South Korean industry is already pouring money into more compute capacity. In October 2025, Samsung and SK struck a deal with OpenAI to expand AI infrastructure in the country. Then in June, Samsung, SK Hynix, and the government announced a $590 billion push to scale up chip production. So far, Korean consumers have been paying mostly foreign providers for AI services. In December 2025, they spent more on ChatGPT and similar subscriptions than on Netflix .