AI traffic could increase fivefold, Seoul seminar urges network investment reform

  • Lee Jung-heon hosted a Seoul seminar on network strategies for the AI era.
  • AI-generated traffic could rise between twofold and fivefold over five years.
  • South Korean officials plan to include open-architecture AIDCs in the special act's enforcement ordinance.

AI-related data traffic could grow by between twofold and fivefold over the next five years, speakers said at a September 2 policy seminar in Seoul. They argued that securing GPUs and data centers will not be enough unless South Korea also attracts private investment in the networks and AI data centers (AIDCs) connecting those resources. Participants called for network policies focused on service-specific quality rather than speed alone, a flexible application of net neutrality, and investment support for AI-RAN, 5G Standalone, 6G and legacy-network migration. Telecom capital spending remains weak: SK Telecom and KT cut second-quarter CAPEX by 23.3% and 70.1% year over year, while LG Uplus increased spending 21.5% amid its 5G Standalone transition. Officials said new investment should be tied to services that generate user benefits, while signaling support for including open-architecture AIDCs in the AI Data Center Special Act's enforcement ordinance.

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