전력계통평가 발묶인 수도권 AIDC…신속 공급 타이밍 놓칠 우려도

South Korea's AIDC special law creates a regulatory paradox: exempting power assessments only for non-metropolitan regions while 86% of data center demand concentrates in Seoul-Gyeonggi-Incheon. This constrains telecommunications companies from rapidly deploying GPU-based AI infrastructure in existing metropolitan facilities, directly threatening South Korea's AI transformation timeline and global competitiveness. The policy risks fragmenting infrastructure investment away from where latency, talent, and market demand are concentrated.