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1st Stage: The Tech Hegemony and the Flow of the AI Era
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US-China Tech Hegemony Competition
The competition between the US and China for technological hegemony is intensifying.
Both capitalist and socialist economic systems are increasingly absorbing elements of the other in response.
Ex: The creation of the "Doji Committee" by the Trump administration can be seen as the introduction of planned economic elements into capitalism. -
China's Data Accessibility and Advantages
China has a strong advantage in efficiently collecting data centrally through its socialist system.
The government is leading the acceleration of technology applications in facial recognition and autonomous driving data, etc.
Conversely, the US is primarily focused on technology development and securing computing power, mainly driven by the private sector. -
Physical AI and Changes in the War Landscape of Military Technology
The development of physical AI, such as robots and drone swarm tactics, is transforming the nature of warfare itself.
In particular, China is already mass-producing drones and showing trends towards seizing military leadership.
The US is responding by curbing China's technological expansion through measures such as the CHIPS Act.
2nd Stage: Physical AI and Technological Advancement
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What is Physical AI?
Physical AI refers to AI that operates in the physical world, using technology that learns based on real-world physical data such as gravity, friction, and inertia.
Unlike digital AI, it must overcome the laws of physics, and it is used in applications such as autonomous driving and robotics industries. -
NVIDIA's Cosmos Model
NVIDIA provides physical AI solutions through the "Cosmos Model," based on synthetic data.
The use of synthetic data suggests the possibility of overcoming the limitations of real data-based approaches.
This model is expected to bring significant changes to robotics and autonomous driving technologies. -
The Core of Learning: Real Data vs. Synthetic Data
Real data is learned from actual experiences, while synthetic data artificially provides rare and unusual situations.
Ex: Synthetic data is used to address exceptional situations like road icing accidents.
3rd Stage: South Korea's Strategies and Survival Directions
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South Korea's Challenges
To maintain competitiveness as a manufacturing powerhouse in the era of physical AI, rapid response and investment are essential.
South Korea needs to further strengthen its technological strengths (e.g., sensors, manufacturing capabilities) in the fields of robotics and autonomous driving.
Samsung, LG, and Hyundai Motors, etc., need to actively respond to global technology trends in these fields. -
Strategic Directions by Industry
- Automotive: Invest in AI-based autonomous driving technology, moving beyond existing vehicle designs.
- Robotics: Develop high-precision sensor and actuator technologies, and transform into high value-added products by integrating AI.
- Semiconductors: Strengthen chip production technologies specialized for AI computation and expand the global supply chain.
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Position in the Future Industrial Ecosystem
Physical AI is not just about software, but also about the application of hardware.
Like the case of Samsung Galaxy, the fusion of an AI brain and a robotic body is an inevitable direction.
4th Stage: US-China Tech Conflict and Conclusion
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China's Threats and Opportunities
- China has a favorable position in securing AI core data and drone production capabilities.
- The efficient use of resources based on its socialist system is a strength that the US lacks.
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US's Response Opportunities
- Strategy to limit AI architecture or maintain its development speed through computing power.
- Inducing cooperation or competition with manufacturing powerhouses like South Korea, Japan, and Germany.
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Conclusion: South Korea's Survival Strategy
- R&D to increase speed and efficiency in the field of physical AI.
- In the current speed of global technological change, there is no room for excuses. Actively challenge or become obsolete.
< Summary >
The US-China tech hegemony is undergoing a major transition in the AI era.
China leads through its socialist-based efficiency and mass production, based on data.
The US is responding by controlling China's expansion through limitations in semiconductors and computing power.
South Korea needs a technological leap in the era of physical AI and must address it by merging manufacturing capabilities with AI.
With the rapid pace of development by leading companies like NVIDIA and Tesla, speed and execution are crucial.
- Crafted by Billy Yang
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