00:06here's the number that should worry every korean ai startup right now
00:11zero that's how many of nvidia's flagship thor chips small robotaxi startups can buy directly
00:17rideflux and autonomous a to z the two startups building korea's gwangju robotaxi pilot are stuck
00:24running older orange chips while their biggest rival in the same project already has hundreds
00:29of thor units secured three numbers to hold zero direct thor access for startups 100 government
00:36issued h 100 units coming in october and 735 the newer b200 ships each ai foundation model consortium
00:45gets instead it's friday july 24th let's look at what this means for startups and entrepreneurs in
00:52korea the shift from rubase to end-to-end ai driving models means startups now need far more computing
00:58power than before nvidia sells its high-end thor chip only to companies with close commercial ties
01:04leaving smaller players locked out of direct purchases meanwhile a separate ministry's
01:10foundation model program is absorbing the newest gpu allocations before transportation projects see any
01:16here's what the numbers show rideflux and autonomous a2z will each receive 100h 100 units from the ministry
01:24of land this october a prior generation ship each ai foundation model consortium by comparison is
01:31receiving 735 units of the newer b200 chip under a science ministry program hyundai has already secured
01:39hundreds of thor units for the same guanju project giving it a computing head start neither startup can
01:45match inchin's small and medium research cluster pulled in 23.8 billion one about 16.1 million dollars
01:53in linked investment 418 percent of its 5.7 billion one target over its first four-year phase the bank
02:03of
02:03korea will hold its 30 trillion one sme lending ceiling about 20.3 billion dollars steady next year while
02:11raising the regional sme sublimit frozen at 5.9 trillion one since 2014 over 200 us startups and vcs
02:20under the little tech association petitioned the trump administration this week to keep chinese
02:25open-weight ai models accessible so what does this mean for startups and entrepreneurs in korea
02:32earlier we said hyundai already has hundreds of thor chips while startups get none that gap is now a
02:38structural disadvantage in korea's biggest autonomous driving bet if your product depends on cutting-edge
02:44ai hardware expect government gpu allocation to keep favoring foundation model consortia over applied
02:50sectors like autonomous driving watch whether the ministry of land can negotiate direct thor access
02:56before the guanju pilot expands downtown next year that's today's ai prism founders this episode was
03:03produced with ai assistance based on seoul economic daily reporting and reviewed by a human editor ai
03:10prism is a one eye for award-winning series we'll be back tomorrow you've been listening to ai prism from
03:17seoul economic daily
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