[Weekpick Cloud] Cloud Security Guideline Overhaul Takes Shape... MS to Triple DC Capacity
IT DAILY ·
✦ AI Summary
The National Intelligence Service is pushing to revise the 'National Cloud Computing Security Guideline.' The domestic CSP industry pushed back, raising concerns about discrimination against companies that preemptively invested in public-only data centers and about violations of data sovereignty. Microsoft (MS) plans to more than triple global data center capacity by 2032 to ease supply shortages, while the Ministry of Science and ICT held an open forum to prepare subordinate rules for the 'Artificial Intelligence Data Center (AIDC) Special Act.'
Over the past week, the cloud sector was dominated by the outline of a cloud security guideline overhaul and Microsoft (MS)'s plan to triple data center capacity. The government's overhaul of cloud security guidelines and preparations for subordinate rules to the 'Artificial Intelligence Data Center (AIDC) Special Act' drew reactions from the domestic industry, while MS also presented a data center expansion plan to address supply shortages.
The National Intelligence Service is pushing to revise the 'National Cloud Computing Security Guideline.' Domestic cloud service provider (CSP) companies strongly pushed back, citing concerns about reverse discrimination and violations of data sovereignty.
The Ministry of Science and ICT held an open forum to prepare subordinate rules for the 'Artificial Intelligence Data Center (AIDC) Special Act' and began gathering industry feedback. The 'Artificial Intelligence Data Center (AIDC) Special Act' is scheduled to take effect in March next year.
Microsoft (MS) unveiled a global data center capacity expansion plan aimed at easing supply shortages. MS plans to expand global data center capacity by more than 3 times by 2032. Photo source: Pixabay.
The overhaul would keep the public cloud data plane deployed domestically while allowing the control plane to operate in overseas regions. The operating structure would be a form of logical separation. The revision also includes provisions specifying AES in addition to the cryptographic modules validated by the National Intelligence Service, and expanding requirements for introducing equipment with international CC certification.
In response, domestic CSPs said they have continued investing for more than 10 years in public-only data centers to meet physical network-separation standards, and criticized the plan as reverse discrimination against local companies that made preemptive investments in public-only data centers. They also warned that routing through overseas control planes could lead to metadata leakage abroad, that data could be transferred under the U.S. CLOUD Act, and that regulatory authorities could lose control in the event of a system failure.
Citing these concerns, the industry urged that overseas companies also be required to establish control planes domestically, that equivalent regulations be applied, and that a sufficient grace period be guaranteed.
Microsoft is moving ahead with a plan to expand global data center capacity to meet surging AI and cloud demand. The target is 2032, and the company plans to increase current capacity of about 12GW to more than 38GW, expanding it by more than 3 times.
Behind this aggressive infrastructure expansion lies customer churn caused by supply shortages. Microsoft lost the Temu contract because of Azure capacity shortages, and the previous provider was Oracle. Other examples of service disruptions included GitHub outages and limits on Xbox Cloud Gaming usage time.
To support this, the company plans to invest USD 145 billion in capital in fiscal 2026. That amounts to about KRW 190 trillion. Capital expenditures of USD 50 billion are also scheduled for the next quarter.
To reduce cost burdens, it also plans to extend long-term data center lease periods from 15 years to 25 years. The core of the infrastructure expansion is CPU-based general-purpose servers for running AI agents.
The company also presented a plan to increase the share of AI-dedicated chip capacity. Current AI-dedicated chip capacity stands at 2GW, and the goal is to gradually raise it to about one-third of the total by 2032.
The Ministry of Science and ICT held an open forum to establish subordinate rules for the 'Artificial Intelligence Data Center (AIDC) Special Act.' The forum was designed to broadly collect on-site opinions from industry, academia, and research institutions during the process of drafting the enforcement decree.
At the forum, core issues left to subordinate rules under the law were discussed. Main agenda items included the scope of legal recognition for AI data centers, filing standards for new construction and operations, one-stop processing for permits and approvals, facility exemptions, power-related exemptions, special district designation procedures, and support measures.
The Ministry of Science and ICT plans to comprehensively review the on-site feedback presented this time and reflect it in the subordinate rules. It also plans to move forward with follow-up procedures, including the preannouncement of legislation, without setbacks.
Source: IT DAILY · Kwon Young-seok
Original: https://www.itdaily.kr/news/articleView.html?idxno=241595
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Source: IT DAILY
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