2035 AI Data Center Planned Capacity: 20 GW; Confirmed Demand: 2.5 GW

South Korea's announced AI data center plans could reach roughly 20GW of capacity by 2035 if all government and corporate projects are realized and fully absorbed by demand, though only 2.5GW is backed by confirmed demand such as long-term customer contracts, according to a demand report published by NEXT Group on September 1. The report, dated September 1, 2026, projects domestic AI data center capacity at 14.8GW by 2030 under the full-realization scenario. The wide gap between the 20GW planned-capacity scenario and the 2.5GW confirmed-demand scenario highlights the risk of oversupply if announced projects proceed without contracted offtake. Watch for updates on long-term customer contracts and project commitments, which will determine which scenario materializes.