{"id":4909,"date":"2026-11-01T00:40:47","date_gmt":"2026-10-31T15:40:47","guid":{"rendered":"https:\/\/saku-hika.azki.in\/?p=4909"},"modified":"2026-11-01T00:40:53","modified_gmt":"2026-10-31T15:40:53","slug":"%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%eb%a1%9c-%ec%8b%9c%ec%9e%91%ed%95%b4-%ec%97%94%eb%94%94%eb%b9%84%ec%95%84%eb%a1%9c-%eb%81%9d%eb%82%98%eb%8a%94","status":"publish","type":"post","link":"https:\/\/saku-hika.azki.in\/?p=4909","title":{"rendered":"\uc5d4\ube44\ub514\uc544\ub85c \uc2dc\uc791\ud574 \uc5d4\ub514\ube44\uc544\ub85c \ub05d\ub098\ub294"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec\ubd84 \uc694\uc998 AI \ucabd \ub3c8 \ud750\ub984 \ubcf4\uace0 \uacc4\uc2ed\ub2c8\uae4c?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc800\ub294 \ubcf4\uace0 \uc788\uc73c\uba74 \uba38\ub9ac\uac00 \uc880 \uc544\ud515\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub298 \ubb38\ub4dd \ub4e0 \uc0dd\uac01\uc774 \uc788\uc5b4\uc11c \ud2b9\uc9d1\uc73c\ub85c \uae38\uac8c \uc368 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ub8cc \uc870\uc0ac\ub791 \uc22b\uc790 \uc815\ub9ac\ub294 \ud074\ub85c\ub4dc\ud55c\ud14c \uac19\uc774 \ubd80\ud0c1\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd9c\ucc98\ub294 \uc804\ubd80 \ub9e8 \ubc11\uc5d0 \ub2ec\uc544 \ub480\uc73c\ub2c8 \ud2c0\ub9b0 \uac8c \uc788\uc73c\uba74 \uc54c\ub824\uc8fc\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae00\uc774 \uc9c4\uc9dc \uae41\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc14\uc058\uc2e0 \ubd84\ub4e4\uc740 0\ubc88\ub9cc \ubcf4\uc154\ub3c4 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\uba74 \uc2dc\uc791\ud558\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-black ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title ez-toc-toggle\" style=\"cursor:pointer\">[\ubaa9\ucc28]<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"\ubaa9\ucc28 \ud1a0\uae00\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#0_%EA%B2%B0%EB%A1%A0%EB%B6%80%ED%84%B0\" >0. \uacb0\ub860\ubd80\ud130<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#1_%EB%AC%B8%EB%93%9D_%EB%93%A0_%EC%83%9D%EA%B0%81\" >1. \ubb38\ub4dd \ub4e0 \uc0dd\uac01<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#2_%ED%8C%90%EC%9D%80_%EC%A7%80%EA%B8%88_%EC%96%B4%EB%96%BB%EA%B2%8C_%EC%97%AE%EC%97%AC_%EC%9E%88%EB%82%98\" >2. \ud310\uc740 \uc9c0\uae08 \uc5b4\ub5bb\uac8c \uc5ee\uc5ec \uc788\ub098<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#3_%EC%9E%A0%EA%B9%90_%EA%B8%B0%EC%B4%88%EB%B6%80%ED%84%B0_CUDA%EB%9E%91_MLX%EA%B0%80_%EB%AD%94%EB%8D%B0\" >3. \uc7a0\uae50, \uae30\ucd08\ubd80\ud130: CUDA\ub791 MLX\uac00 \ubb54\ub370?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#AI_%EC%B9%A9%EC%9D%80_%EB%AC%B4%EC%8A%A8_%EC%9D%BC%EC%9D%84_%ED%95%98%EB%82%98\" >AI \uce69\uc740 \ubb34\uc2a8 \uc77c\uc744 \ud558\ub098<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#CUDA%EB%8A%94_%EB%AD%94%EA%B0%80\" >CUDA\ub294 \ubb54\uac00<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#MLX%EB%8A%94_%EB%AD%94%EA%B0%80\" >MLX\ub294 \ubb54\uac00<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EC%B9%A9_%EC%84%B1%EB%8A%A5%EC%9D%80_%EC%A3%BC%EB%B0%A9%EC%9C%BC%EB%A1%9C_%EB%B3%B4%EB%A9%B4_%EC%89%BD%EC%8A%B5%EB%8B%88%EB%8B%A4\" >\uce69 \uc131\ub2a5\uc740 \uc8fc\ubc29\uc73c\ub85c \ubcf4\uba74 \uc27d\uc2b5\ub2c8\ub2e4<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#4_CUDA%EC%9D%98_%EC%84%B1%EB%B2%BD%EC%9D%80_%EC%A0%95%EB%A7%90_%EB%AC%B4%EB%84%88%EC%A7%80%EA%B3%A0_%EC%9E%88%EB%82%98\" >4. CUDA\uc758 \uc131\ubcbd\uc740 \uc815\ub9d0 \ubb34\ub108\uc9c0\uace0 \uc788\ub098<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EA%B2%BD%EC%9F%81_%EC%B9%A9_%ED%95%9C%EB%88%88%EC%97%90_%EB%B3%B4%EA%B8%B0\" >\uacbd\uc7c1 \uce69 \ud55c\ub208\uc5d0 \ubcf4\uae30<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EA%B7%BC%EB%8D%B0_%EC%97%94%EB%B9%84%EB%94%94%EC%95%84_%EC%8B%A4%EC%A0%81%EC%9D%80\" >\uadfc\ub370 \uc5d4\ube44\ub514\uc544 \uc2e4\uc801\uc740<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#5_%EC%95%A0%ED%94%8C%EC%9D%80_%EC%A0%9C%EA%B0%80_%EC%A0%9C%EC%9D%BC_%EA%B8%B0%EB%8C%80%ED%96%88%EB%8D%98_%EC%B9%B4%EB%93%9C\" >5. \uc560\ud50c\uc740? \uc81c\uac00 \uc81c\uc77c \uae30\ub300\ud588\ub358 \uce74\ub4dc<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#6_%EB%A1%9C%EC%BB%AC%EC%97%90%EC%84%9C%EB%8A%94_%EC%96%98%EA%B8%B0%EA%B0%80_%EB%8B%A4%EB%A6%85%EB%8B%88%EB%8B%A4_%EB%A7%A5_MLX_%EA%B7%B8%EB%A6%AC%EA%B3%A0_%EA%B0%9C%EC%9D%B8_AI\" >6. \ub85c\uceec\uc5d0\uc11c\ub294 \uc598\uae30\uac00 \ub2e4\ub985\ub2c8\ub2e4: \ub9e5, MLX, \uadf8\ub9ac\uace0 \uac1c\uc778 AI<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%A7%A5%EC%9C%BC%EB%A1%9C_AI_%EB%8F%8C%EB%A6%AC%EB%8A%94_%EC%82%AC%EB%9E%8C_%EC%83%9D%EA%B0%81%EB%B3%B4%EB%8B%A4_%EB%A7%8E%EC%8A%B5%EB%8B%88%EB%8B%A4\" >\ub9e5\uc73c\ub85c AI \ub3cc\ub9ac\ub294 \uc0ac\ub78c, \uc0dd\uac01\ubcf4\ub2e4 \ub9ce\uc2b5\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EA%B7%BC%EB%8D%B0_%EC%88%AB%EC%9E%90%EB%A1%9C_%EB%B3%B4%EB%A9%B4_%EA%B2%A9%EC%B0%A8%EB%8A%94_%EC%95%84%EC%A7%81_%ED%81%BD%EB%8B%88%EB%8B%A4\" >\uadfc\ub370 \uc22b\uc790\ub85c \ubcf4\uba74 \uaca9\ucc28\ub294 \uc544\uc9c1 \ud07d\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#MLX%EB%8A%94_%EC%96%BC%EB%A7%88%EB%82%98_%EB%B9%A8%EB%A6%AC_%ED%81%AC%EA%B3%A0_%EC%9E%88%EB%82%98\" >MLX\ub294 \uc5bc\ub9c8\ub098 \ube68\ub9ac \ud06c\uace0 \uc788\ub098<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EA%B8%B0%EC%88%A0_%EA%B2%A9%EC%B0%A8_%EC%96%BC%EB%A7%88%EB%82%98_%EB%82%A8%EC%95%98%EB%82%98\" >\uae30\uc220 \uaca9\ucc28, \uc5bc\ub9c8\ub098 \ub0a8\uc558\ub098<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#AI%EA%B0%80_%EB%8C%80%EC%8B%A0_%EC%98%AE%EA%B2%A8_%EC%A3%BC%EB%A9%B4_%EC%97%AD%EC%A0%84%EB%90%A0%EA%B9%8C\" >AI\uac00 \ub300\uc2e0 \uc62e\uaca8 \uc8fc\uba74 \uc5ed\uc804\ub420\uae4c?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EA%B0%9C%EC%9D%B8%EC%9D%B4_%EA%B5%AC%EC%B6%95%ED%95%98%EB%A0%A4%EB%A9%B4_%EC%96%BC%EB%A7%88%EB%82%98_%EB%93%9C%EB%82%98\" >\uac1c\uc778\uc774 \uad6c\ucd95\ud558\ub824\uba74 \uc5bc\ub9c8\ub098 \ub4dc\ub098<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EA%B0%9C%EC%9D%B8_AI%EC%9D%98_%EB%AF%B8%EB%9E%98\" >\uac1c\uc778 AI\uc758 \ubbf8\ub798<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#7_GPU_%EA%B0%92%EC%9D%80_%EB%AC%B4%EB%84%88%EC%A7%88%EA%B9%8C\" >7. GPU \uac12\uc740 \ubb34\ub108\uc9c8\uae4c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#8_%EA%B7%B8%EA%B2%8C_%EA%B8%88%EC%9C%B5%EC%9C%84%EA%B8%B0%EA%B0%80_%EB%90%98%EB%A0%A4%EB%A9%B4\" >8. \uadf8\uac8c \uae08\uc735\uc704\uae30\uac00 \ub418\ub824\uba74<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%E2%91%A0_%E2%80%9C%ED%98%84%EA%B8%88%EC%9C%BC%EB%A1%9C_%EC%82%B0%EB%8B%A4%E2%80%9D%EB%8D%98_%EB%B9%85%ED%85%8C%ED%81%AC%EA%B0%80_%EB%B9%9A%EC%9D%84_%EB%82%B4%EA%B8%B0_%EC%8B%9C%EC%9E%91%ED%96%88%EC%8A%B5%EB%8B%88%EB%8B%A4\" >\u2460 &#8220;\ud604\uae08\uc73c\ub85c \uc0b0\ub2e4&#8221;\ub358 \ube45\ud14c\ud06c\uac00 \ube5a\uc744 \ub0b4\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%E2%91%A1_%EC%9E%A5%EB%B6%80_%EB%B0%96%EC%97%90%EB%8F%84_%EB%B9%9A%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\" >\u2461 \uc7a5\ubd80 \ubc16\uc5d0\ub3c4 \ube5a\uc774 \uc788\uc2b5\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%E2%91%A2_%EB%B9%9A%EC%9C%BC%EB%A1%9C_%EB%B2%84%ED%8B%B0%EB%8A%94_%EC%A4%91%EA%B0%84%EC%B8%B5%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\" >\u2462 \ube5a\uc73c\ub85c \ubc84\ud2f0\ub294 \uc911\uac04\uce35\uc774 \uc788\uc2b5\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%E2%91%A3_GPU_%EC%9E%90%EC%B2%B4%EB%A5%BC_%EB%8B%B4%EB%B3%B4%EB%A1%9C_%EC%9E%A1%EC%9D%80_%EB%8C%80%EC%B6%9C%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\" >\u2463 GPU \uc790\uccb4\ub97c \ub2f4\ubcf4\ub85c \uc7a1\uc740 \ub300\ucd9c\uc774 \uc788\uc2b5\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%E2%91%A4_%EA%B7%B8_%EB%92%A4%EC%97%90_%EC%82%AC%EB%AA%A8%EC%8B%A0%EC%9A%A9%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\" >\u2464 \uadf8 \ub4a4\uc5d0 \uc0ac\ubaa8\uc2e0\uc6a9\uc774 \uc788\uc2b5\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EC%A0%9C%EC%9D%BC_%EB%8B%AE%EC%9D%80_%EA%B3%BC%EA%B1%B0_%ED%86%B5%EC%8B%A0_%EA%B1%B0%ED%92%88\" >\uc81c\uc77c \ub2ee\uc740 \uacfc\uac70: \ud1b5\uc2e0 \uac70\ud488<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#9_%EB%8B%A4%EB%A5%B8_%EA%B5%AC%EB%A9%8D%EB%93%A4_%EB%B9%85%ED%85%8C%ED%81%AC_%EC%A7%80%EA%B0%91_%EC%A0%84%EA%B8%B0_%EA%B7%9C%EC%A0%9C_%EA%B7%B8%EB%A6%AC%EA%B3%A0_%EB%82%98%EB%A8%B8%EC%A7%80\" >9. \ub2e4\ub978 \uad6c\uba4d\ub4e4: \ube45\ud14c\ud06c \uc9c0\uac11, \uc804\uae30, \uaddc\uc81c, \uadf8\ub9ac\uace0 \ub098\uba38\uc9c0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%B9%85%ED%85%8C%ED%81%AC%EB%8A%94_%EC%A0%95%EB%A7%90_%EB%8F%88%EC%9D%B4_%EC%B6%A9%EB%B6%84%ED%95%A0%EA%B9%8C\" >\ube45\ud14c\ud06c\ub294 \uc815\ub9d0 \ub3c8\uc774 \ucda9\ubd84\ud560\uae4c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%AF%B8%EA%B5%AD%EC%9D%80_%EC%A0%84%EA%B8%B0%EA%B0%80_%EB%AA%A8%EC%9E%90%EB%9E%8D%EB%8B%88%EB%8B%A4\" >\ubbf8\uad6d\uc740 \uc804\uae30\uac00 \ubaa8\uc790\ub78d\ub2c8\ub2e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0%EB%A5%BC_%EB%AA%BB_%EC%A7%93%EA%B2%8C_%EB%A7%89%EB%8A%94_%EA%B3%B3%EB%93%A4\" >\ub370\uc774\ud130\uc13c\ud130\ub97c \ubabb \uc9d3\uac8c \ub9c9\ub294 \uacf3\ub4e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EA%B7%B8_%EB%B0%96%EC%9D%98_%EA%B5%AC%EB%A9%8D%EB%93%A4\" >\uadf8 \ubc16\uc758 \uad6c\uba4d\ub4e4<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%B0%98%EB%8C%80%EB%A1%9C_%EC%9E%98_%ED%92%80%EB%A6%AC%EB%8A%94_%EA%B2%BD%EC%9A%B0\" >\ubc18\ub300\ub85c \uc798 \ud480\ub9ac\ub294 \uacbd\uc6b0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%AA%A8%EB%93%A0_%EA%B0%80%EB%8A%A5%EC%84%B1%EC%9D%84_%ED%95%9C_%ED%91%9C%EB%A1%9C\" >\ubaa8\ub4e0 \uac00\ub2a5\uc131\uc744 \ud55c \ud45c\ub85c<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#10_%EC%9D%B4%EA%B1%B4_%EA%B1%B0%ED%92%88%EC%9D%B8%EA%B0%80_%EC%A0%84%EC%9F%81%EC%9D%B8%EA%B0%80\" >10. \uc774\uac74 \uac70\ud488\uc778\uac00, \uc804\uc7c1\uc778\uac00<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%8B%AE%EC%9D%80_%EC%A0%90_%EC%8A%A4%ED%91%B8%ED%8A%B8%EB%8B%88%ED%81%AC%EB%9E%91_%EB%94%A5%EC%8B%9C%ED%81%AC\" >\ub2ee\uc740 \uc810: \uc2a4\ud478\ud2b8\ub2c8\ud06c\ub791 \ub525\uc2dc\ud06c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%8B%A4%EB%A5%B8_%EC%A0%90_%EA%B3%84%EC%82%B0%EC%84%9C%EB%A5%BC_%EB%88%84%EA%B0%80_%EB%93%A4%EA%B3%A0_%EC%9E%88%EB%82%98\" >\ub2e4\ub978 \uc810: \uacc4\uc0b0\uc11c\ub97c \ub204\uac00 \ub4e4\uace0 \uc788\ub098<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%8C%80%EC%9D%98%EB%AA%85%EB%B6%84%EC%9D%B4_%EC%9E%88%EB%8A%94_%EA%B1%B0%ED%92%88%EC%9D%80_%EC%96%B4%EB%96%BB%EA%B2%8C_%EB%81%9D%EB%82%A0%EA%B9%8C\" >\ub300\uc758\uba85\ubd84\uc774 \uc788\ub294 \uac70\ud488\uc740 \uc5b4\ub5bb\uac8c \ub05d\ub0a0\uae4c<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EB%AF%B8%EA%B5%AD%EC%9D%B4_%EC%8B%A0%EC%9D%B4_%EB%90%A0%EA%B9%8C_%EC%A4%91%EA%B5%AD%EC%9D%B4_%EC%8B%A0%EC%9D%B4_%EB%90%A0%EA%B9%8C\" >\ubbf8\uad6d\uc774 \uc2e0\uc774 \ub420\uae4c, \uc911\uad6d\uc774 \uc2e0\uc774 \ub420\uae4c<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#11_%ED%95%9C%EA%B5%AD%EC%9D%80\" >11. \ud55c\uad6d\uc740?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EC%82%BC%EC%84%B1%C2%B7%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4_%EC%9E%A5%EA%B8%B0%EA%B3%84%EC%95%BD_%EB%B0%A9%ED%8C%A8%EC%9D%BC%EA%B9%8C_%EC%A1%B1%EC%87%84%EC%9D%BC%EA%B9%8C\" >\uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc7a5\uae30\uacc4\uc57d, \ubc29\ud328\uc77c\uae4c \uc871\uc1c4\uc77c\uae4c<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#12_%EC%95%9E%EC%9C%BC%EB%A1%9C_%EC%A7%80%EC%BC%9C%EB%B3%BC_%EA%B2%83\" >12. \uc55e\uc73c\ub85c \uc9c0\ucf1c\ubcfc \uac83<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#13_%EA%B2%B0%EB%A1%A0_%EB%B0%A9%EC%95%84%EC%87%A0%EA%B0%80_%EC%95%84%EB%8B%88%EB%9D%BC_%EC%A6%9D%ED%8F%AD%EA%B8%B0\" >13. \uacb0\ub860: \ubc29\uc544\uc1e0\uac00 \uc544\ub2c8\ub77c \uc99d\ud3ed\uae30<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/saku-hika.azki.in\/?p=4909\/#%EC%B6%9C%EC%B2%98\" >\ucd9c\ucc98<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"0_%EA%B2%B0%EB%A1%A0%EB%B6%80%ED%84%B0\"><\/span>0. \uacb0\ub860\ubd80\ud130<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc624\ud508AI\uac00 \ubc84\ud168\uc57c \uc5d4\ube44\ub514\uc544\u00b7\uc624\ub77c\ud074\ub3c4 \uc0b0\ub2e4 \u2192 \ub9de\uc74c. \uc0dd\uac01\ubcf4\ub2e4 \ub354 \ub9de\uc74c<\/li>\n\n\n\n<li>CUDA \ud574\uc790\ub294 \ubb34\ub108\uc9c0\ub294 \uc911\uc774 \uc544\ub2c8\ub77c \uae4e\uc774\ub294 \uc911. \uc5d4\ube44\ub514\uc544\uc758 \uc9c4\uc9dc \uc131\ubcbd\uc740 \uc2dc\uc2a4\ud15c, \ubb3c\ub7c9, \uadf8\ub9ac\uace0 \uace0\uac1d\uc5d0\uac8c \ub300 \uc900 \ub3c8<\/li>\n\n\n\n<li>\uc560\ud50c\uc774 \uc11c\ubc84\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub97c \uc774\uae38 \uadfc\uac70\ub294 2029\ub144 \uc804\uc5d4 \uc5c6\uc74c. \ub300\uc2e0 \ub85c\uceec AI\uc5d0\uc11c\ub294 \uc774\ubbf8 2\ub4f1<\/li>\n\n\n\n<li>GPU \uac12\uc740 \uc9c0\uae08 \uc624\ud788\ub824 \uc624\ub974\ub294 \uc911. \uc704\ud5d8\ud55c \uac74 \uacc4\uc57d \ub9cc\uae30\ub791 \uc0c8 \ubb3c\ub7c9\uc774 \uacb9\uce58\ub294 2027~28\ub144<\/li>\n\n\n\n<li>\ud130\uc9c4\ub2e4\uba74 2008\ub144\ud615\ubcf4\ub2e4 2000\ub144\ub300 \ucd08 \ud1b5\uc2e0 \uac70\ud488\ud615\uc5d0 \uac00\uae4c\uc6c0<\/li>\n\n\n\n<li>\uc774\ubc88\uc5d4 \ub2f7\ucef4 \ub54c \uc5c6\ub358 \ub300\uc758\uba85\ubd84(\ubbf8\uad6d \ub300 \uc911\uad6d)\uc774 \uc788\uc74c =&gt; \uc27d\uac8c \uc548 \ud130\uc9c0\ub294 \ub300\uc2e0, \ud130\uc9c0\uba74 \uacc4\uc0b0\uc11c\uac00 \uad6d\uac00\ub85c \uac08 \uc218 \uc788\uc74c<\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544\uc758 \uc9c4\uc9dc \uacbd\uc7c1\uc790\ub294 \uc560\ud50c\ubcf4\ub2e4 \uad6c\uae00 TPU\ub791 \ube0c\ub85c\ub4dc\ucef4\uc774 \uc124\uacc4\ud574 \uc8fc\ub294 \ub9de\ucda4\ud615 \uce69. 1\ub2ec\ub7ec\ub2f9 \ud1a0\ud070\uc740 \uc774\ubbf8 \uc55e\uc11c\ub294 \uad6c\uac04\ub3c4 \uc788\uc74c<\/li>\n\n\n\n<li>AI\uac00 PyTorch \ucf54\ub4dc\ub97c MLX\ub85c \uc62e\uaca8 \uc8fc\uba74 CUDA\ub294 \ub354 \ube68\ub9ac \uae4e\uc784. \uadfc\ub370 \uadf8 \uc774\ub4dd\uc740 HBM \ub2e8 \ub9de\ucda4\ud615 \uce69\uc774 \uba3c\uc800 \ubd04. \ub9e5 \uc548\uc5d0\uc11c\ub294 MLX\uac00 \uc5ed\uc804\ud560 \uc218\ub3c4<\/li>\n\n\n\n<li>\ube45\ud14c\ud06c 4\uacf3\uc740 \ub3c8\uc744 \ub0bc \uc218 \uc788\uc74c(\ube5a\uc744 \ub298\ub9ac\uace0 \uc790\uc0ac\uc8fc \ub9e4\uc785\uc744 \uc904\uc5ec\uc11c). \ubabb \ub0bc \uc218 \uc788\ub294 \uac74 \uc624\ud508AI\u00b7\uc624\ub77c\ud074\u00b7\ub124\uc624\ud074\ub77c\uc6b0\ub4dc<\/li>\n\n\n\n<li>\ubbf8\uad6d \uc804\uae30 \ubd80\uc871\uc774\ub791 \ub370\uc774\ud130\uc13c\ud130 \uaddc\uc81c\ub294 \ud310\uc744 \uae68\uae30\ubcf4\ub2e4 \uc18d\ub3c4\ub97c \ub2a6\ucd94\ub294 \ucabd<\/li>\n\n\n\n<li>\uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc7a5\uae30\uacf5\uae09\uacc4\uc57d\uc740 \ubc29\ud328\uc9c0\ub9cc \ubb34\ud55c\ud558\uc9c4 \uc54a\uc74c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \uc904\ub85c \uc904\uc774\uba74 \uc774\uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uc758 \ud574\uc790 \ubd95\uad34\ub294 \uac70\ud488\uc744 \ud130\ub728\ub9ac\ub294 \ubc14\ub298\uc774 \uc544\ub2c8\ub77c \uad6c\uba4d\uc744 \ud0a4\uc6b0\ub294 \uc99d\ud3ed\uae30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_%EB%AC%B8%EB%93%9D_%EB%93%A0_%EC%83%9D%EA%B0%81\"><\/span>1. \ubb38\ub4dd \ub4e0 \uc0dd\uac01<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 \uc624\ud508AI\uc5d0 \ud22c\uc790\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ud508AI\ub294 \uadf8 \ub3c8\uc73c\ub85c \uc624\ub77c\ud074, MS, \uc544\ub9c8\uc874\uc758 \ud074\ub77c\uc6b0\ub4dc\ub97c \uc218\ucc9c\uc5b5 \ub2ec\ub7ec\uc5b4\uce58 \uc608\uc57d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub77c\ud074\uc740 \uadf8 \ud074\ub77c\uc6b0\ub4dc\ub97c \ucc44\uc6b0\ub824\uace0 \ub2e4\uc2dc \uc5d4\ube44\ub514\uc544 \uce69\uc744 \uc0bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd9c\uc790 \uad6c\uc870 \uadf8\ub824 \ubcf4\uba74 \uc9c4\uc9dc \uac1c\ud310\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud654\uc0b4\ud45c\uac00 \ube59\ube59 \ub3cc\uc544\uc11c \uc81c\uc790\ub9ac\ub85c \uc635\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\uba74 \uc774\ub7ec\uba74 \ubb50\ub2e4?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ud508AI\uac00 \ubc84\ud168\uc57c \uc5d4\ube44\ub514\uc544\ub3c4 \uc624\ub77c\ud074\ub3c4 \uc0b0\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc694\uc758 \ub9e8 \ub05d\uc5d0 \uc624\ud508AI\uac00 \uc11c \uc788\uc73c\ub2c8\uae4c\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc800\ub294 \ubc18\ub300 \ubc29\ud5a5\uc774 \uacc4\uc18d \uc2e0\uacbd \uc4f0\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 \ucabd\uc5d0\uc11c \uae08\uc774 \uac00\ub294 \uadf8\ub9bc\uc740 \uc5c6\uc744\uae4c.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uac00 \uc774\ub807\uac8c \ube44\uc2fc \uc774\uc720\ub97c \ud55c \ub2e8\uc5b4\ub85c \uc904\uc774\uba74 &#8220;CUDA&#8221;\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uac1c\ubc1c\uc790\ub4e4\uc774 \uc804\ubd80 CUDA \uc704\uc5d0\uc11c \ucf54\ub4dc\ub97c \uc9dc \uc654\uc73c\ub2c8 \ub2e4\ub978 \uce69\uc73c\ub85c \uc62e\uae30\uae30 \uc5b4\ub835\ub2e4\ub294 \uac70\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uad6c\uae00\uc740 TPU\ub97c \ubc14\uae65\uc5d0 \ud314\uae30 \uc2dc\uc791\ud588\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube0c\ub85c\ub4dc\ucef4\uc774\ub791 \ubbf8\ub514\uc5b4\ud14d\uc740 \ube45\ud14c\ud06c \uc790\uccb4 \uce69\uc744 \ub300\uc2e0 \ub9cc\ub4e4\uc5b4 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub9ac\uace0 \uac1c\uc778\uc801\uc73c\ub85c\ub294 \uc560\ud50c\uc774 MLX\ub97c \ub4e4\uace0 \uc11c\ubc84 \uc2dc\uc7a5\uc5d0 \ub4e4\uc5b4\uc640\ub3c4 \ud574\ubcfc \ub9cc\ud558\ub2e4\uace0 \uc0dd\uac01\ud574 \uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub807\uac8c \uc5d4\ube44\ub514\uc544 \ud574\uc790\uac00 \ubb34\ub108\uc9c0\uba74 \uc5b4\ub5bb\uac8c \ub420\uae4c\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 GPU\ub294 \ud55c \uc7a5\uc5d0 \uc218\ucc9c\ub9cc \uc6d0\uc9dc\ub9ac \uc790\uc0b0\uc73c\ub85c \uc7a5\ubd80\uc5d0 \uc62c\ub77c\uac00 \uc788\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud68c\uc0ac\ub4e4\uc740 \uadf8\uac78 5~6\ub144\uc5d0 \ub098\ub220\uc11c \ube44\uc6a9 \ucc98\ub9ac(\uac10\uac00\uc0c1\uac01)\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud574\uc790\uac00 \ubb34\ub108\uc9c0\uba74 \uc774 GPU \uac12\ub3c4 \uac19\uc774 \ubb34\ub108\uc9c0\uc9c0 \uc54a\uc744\uae4c.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 GPU\ub97c \ub2f4\ubcf4\ub85c \ub3c8 \ube4c\ub9b0 \ub370\uac00 \uc788\uc73c\uba74 \uae08\uc735\uc704\uae30\ub85c \ubc88\uc9c0\uc9c0 \uc54a\uc744\uae4c.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c \uac00\uc124\uc744 \uace0\ub9ac\ub85c \ub098\ub204\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uc624\ud508AI\uac00 \uac74\uc7ac\ud574\uc57c \uc5d4\ube44\ub514\uc544\uc640 \uc624\ub77c\ud074\uc774 \uc0b0\ub2e4<\/li>\n\n\n\n<li>\uadfc\ub370 \uad6c\uae00\u00b7\uc560\ud50c\u00b7\ube0c\ub85c\ub4dc\ucef4\u00b7\ubbf8\ub514\uc5b4\ud14d \ub54c\ubb38\uc5d0 \uc5d4\ube44\ub514\uc544\uc758 CUDA \ud574\uc790\uac00 \ubb34\ub108\uc9c8 \uc218 \uc788\ub2e4<\/li>\n\n\n\n<li>\uadf8\ub7ec\uba74 \ube44\uc2f8\uac8c \ub9e4\uaca8\uc9c4 GPU\uc758 \uc790\uc0b0 \uac00\uce58\uac00 \ubb34\ub108\uc9c4\ub2e4<\/li>\n\n\n\n<li>\uadf8 GPU\uc5d0 \ube5a\uc774 \ubb3c\ub824 \uc788\uc73c\uba74 \uae08\uc735\uc704\uae30\ub85c \ubc88\uc9c4\ub2e4<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ub124 \uace0\ub9ac\ub97c \ud558\ub098\uc529 \ub450\ub4e4\uaca8 \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc4f0\ub2e4 \ubcf4\ub2c8 \uac71\uc815\uac70\ub9ac\uac00 \uba87 \uac1c \ub354 \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube45\ud14c\ud06c \uc9c0\uac11\uc740 \uc815\ub9d0 \ub450\ub451\ud55c\uc9c0, \ubbf8\uad6d \uc804\uae30\ub294 \ubc84\ud2f0\ub294\uc9c0, \ub370\uc774\ud130\uc13c\ud130\ub97c \ubabb \uc9d3\uac8c \ub9c9\ub294 \uacf3\uc740 \uc5c6\ub294\uc9c0, \uadf8\ub9ac\uace0 \uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc7a5\uae30\uacc4\uc57d\uc740 \uad1c\ucc2e\uc740\uc9c0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac74 9\uc7a5\uc774\ub791 11\uc7a5\uc5d0\uc11c \ub530\ub85c \ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_%ED%8C%90%EC%9D%80_%EC%A7%80%EA%B8%88_%EC%96%B4%EB%96%BB%EA%B2%8C_%EC%97%AE%EC%97%AC_%EC%9E%88%EB%82%98\"><\/span>2. \ud310\uc740 \uc9c0\uae08 \uc5b4\ub5bb\uac8c \uc5ee\uc5ec \uc788\ub098<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 10\uc6d4 \ub9d0 \uae30\uc900\uc73c\ub85c \ud070 \uc904\uae30\ub9cc \ucd94\ub9ac\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"1032\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table01.png\" alt=\"\" class=\"wp-image-4922\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table01.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table01-150x65.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table01-768x330.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table01-1536x660.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table01-2048x881.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"1200\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart1-loop-map.png\" alt=\"\" class=\"wp-image-4910\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart1-loop-map.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart1-loop-map-150x75.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart1-loop-map-768x384.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart1-loop-map-1536x768.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart1-loop-map-2048x1024.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">IMF\ub3c4 10\uc6d4 13\uc77c \ubcf4\uace0\uc11c\uc5d0\uc11c \uc774\ub807\uac8c \ub3cc\uace0 \ub3c4\ub294 \uac70\ub798\ub97c 14\uac74\uc73c\ub85c \uc14c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ee\uc778 \ub3c8\uc740 \uc9c0\ubd84 \uc57d 3,000\uc5b5 \ub2ec\ub7ec, \ube5a \uc57d 6,500\uc5b5 \ub2ec\ub7ec, \uc55e\uc73c\ub85c \uc8fc\uae30\ub85c \ud55c \ub9e4\ucd9c \uc57d 1\uc870 4,000\uc5b5 \ub2ec\ub7ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud310\uc758 \ud55c\uac00\uc6b4\ub370\uac00 \ubc14\ub85c \uc624\ud508AI\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ud508AI\ub294 3\uc6d4\uc5d0 1,220\uc5b5 \ub2ec\ub7ec\ub97c \ubaa8\uc558\uace0(\uae30\uc5c5\uac00\uce58 8,520\uc5b5 \ub2ec\ub7ec)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08\uc740 1\uc870 2,500\uc5b5 \ub2ec\ub7ec \uac00\uce58\ub85c \ub3c8\uc744 \ub354 \ubaa8\uc73c\ub294 \uc911\uc778\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FT\ub294 10\uc6d4 30\uc77c\uc5d0 \uadf8 \ubaa9\ud45c\uac00 300\uc5b5\uc5d0\uc11c 200\uc5b5 \ub2ec\ub7ec \uc548\ud30e\uc73c\ub85c \uc904\uc5c8\ub2e4\uace0 \ubcf4\ub3c4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 FT\uac00 9\uc6d4\uc5d0 \ubcf4\ub3c4\ud55c \uc624\ud508AI \ub0b4\ubd80 \uc804\ub9dd\uc744 \ubcf4\uba74<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 \ub9e4\ucd9c\uc740 \uc57d 360\uc5b5 \ub2ec\ub7ec\uc774\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026~2030\ub144 \uc313\uc774\ub294 \ud604\uae08 \uc801\uc790\ub294 \uc57d 2,780\uc5b5 \ub2ec\ub7ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8 \ub3c8\uc774 \uc548 \ub4e4\uc5b4\uc624\uba74 2028\ub144\uc5d0 \ud604\uae08\uc774 \ubc14\ub2e5\ub09c\ub2e4\ub294 \uacc4\uc0b0\ub3c4 \uac19\uc774 \ub098\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ud68c\uc0ac \ud558\ub098\uac00 \uc2dc\uc7a5\uc744 \ud754\ub4e0\ub2e4\ub294 \uac74 10\uc6d4 8\uc77c\uc5d0 \ud655\uc778\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FT\uac00 \uc624\ud508AI \uc5f0\ud658\uc0b0 \ub9e4\ucd9c\uc774 \uc18c\ubb38\ub09c 700\uc5b5 \ub2ec\ub7ec\uac00 \uc544\ub2c8\ub77c 500\uc5b5 \ub2ec\ub7ec \uc548\ud30e\uc774\ub77c\uace0 \ubcf4\ub3c4\ud558\uc790<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub098\uc2a4\ub2e5\uc774 1% \ub118\uac8c \ube60\uc9c0\uace0, \uc5d4\ube44\ub514\uc544 3%, \uc624\ub77c\ud074 6%\uac00 \ube60\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 \uccab \ubc88\uc9f8 \uace0\ub9ac\ub294 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0dd\uac01\ubcf4\ub2e4 \ub354 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\ub098 \ub354 \ub208\uc5d0 \ub748 \uac8c \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uac00 \uc624\ud508AI\uc5d0 \ub123\uae30\ub85c \ud55c \uc9c0\ubd84 \ud22c\uc790\ub294 1,000\uc5b5\uc5d0\uc11c 300\uc5b5 \ub2ec\ub7ec\ub85c \uc904\uc5c8\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 \ub300\uc2e0 1,050\uc5b5 \ub2ec\ub7ec\uc9dc\ub9ac \uc9c0\uae09\ubcf4\uc99d\uc774 \uc0dd\uacbc\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uac00 \ub4e4\uace0 \uc788\ub294 \ud22c\uc790 \uc9c0\ubd84\uc740 1\ub144 \uc0ac\uc774 \uc57d 70\uc5b5\uc5d0\uc11c 990\uc5b5 \ub2ec\ub7ec\ub85c \ubd88\uc5c8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub514\uc778\ud3ec\uba54\uc774\uc158\uc740 \ubcf4\uc99d\uacfc \uc57d\uc815\uae4c\uc9c0 \ud569\uce5c \uc5d4\ube44\ub514\uc544\uc758 \ub178\ucd9c\uc744 \uc57d 1,715\uc5b5 \ub2ec\ub7ec\ub85c \uc14c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc27d\uac8c \uc774\uc57c\uae30\ud558\uba74 \uc9c1\uc811 \ub3c8\uc744 \ub123\ub294 \ub300\uc2e0 &#8220;\ubabb \uac1a\uc73c\uba74 \ub0b4\uac00 \uac1a\uc744\uac8c&#8221;\ub97c \ub298\ub9ac\ub294 \ucabd\uc73c\ub85c \ubc14\ub010 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac8c \uc65c \uc911\uc694\ud55c\uc9c0\ub294 8\uc7a5\uc5d0\uc11c \ub2e4\uc2dc \ub9d0\uc500\ub4dc\ub9ac\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_%EC%9E%A0%EA%B9%90_%EA%B8%B0%EC%B4%88%EB%B6%80%ED%84%B0_CUDA%EB%9E%91_MLX%EA%B0%80_%EB%AD%94%EB%8D%B0\"><\/span>3. \uc7a0\uae50, \uae30\ucd08\ubd80\ud130: CUDA\ub791 MLX\uac00 \ubb54\ub370?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ub4a4\uc5d0\uc11c CUDA\ub2c8 MLX\ub2c8 \ub300\uc5ed\ud3ed\uc774\ub2c8 \ud558\ub294 \ub9d0\uc774 \uacc4\uc18d \ub098\uc640\uc11c \ud55c \ubc88 \uc815\ub9ac\ud558\uace0 \uac00\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\uc2dc\ub294 \ubd84\ub4e4\uc740 4\uc7a5\uc73c\ub85c \ub118\uc5b4\uac00\uc154\ub3c4 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AI_%EC%B9%A9%EC%9D%80_%EB%AC%B4%EC%8A%A8_%EC%9D%BC%EC%9D%84_%ED%95%98%EB%82%98\"><\/span>AI \uce69\uc740 \ubb34\uc2a8 \uc77c\uc744 \ud558\ub098<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI \ubaa8\ub378\uc740 \uacb0\uad6d \uac70\ub300\ud55c \uc22b\uc790\ud45c(\uac00\uc911\uce58)\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud070 \ubaa8\ub378\uc740 \uc774 \uc22b\uc790\uac00 \uc218\ucc9c\uc5b5 \uac1c\uc5d0\uc11c 1\uc870 \uac1c\ucbe4 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uce69\uc740 \uc774 \uc22b\uc790\ub4e4\uc744 \uc5c4\uccad\ub098\uac8c \ub9ce\uc774, \ub3d9\uc2dc\uc5d0 \uacf1\ud558\uace0 \ub354\ud558\ub294 \uae30\uacc4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\ub294 \uc77c\uc740 \ud06c\uac8c \ub450 \uac00\uc9c0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud559\uc2b5: \ubaa8\ub378\uc744 \ub9cc\ub4dc\ub294 \uc77c. \uc218\ub9cc \uac1c \uce69\uc774 \uba87 \ub2ec \ub3d9\uc548 \uacc4\uc0b0 \uacb0\uacfc\ub97c \uc8fc\uace0\ubc1b\uc73c\uba70 \uc22b\uc790\ub97c \uace0\uce68 \u2192 \uce69 \ud558\ub098\ubcf4\ub2e4 \uce69\ub07c\ub9ac \uc5bc\ub9c8\ub098 \ube68\ub9ac \ub300\ud654\ud558\ub290\ub0d0\uac00 \uc911\uc694<\/li>\n\n\n\n<li>\ucd94\ub860: \ub2e4 \ub9cc\ub4e0 \ubaa8\ub378\ub85c \ub2f5\uc744 \ub0b4\ub294 \uc77c. \uc6b0\ub9ac\uac00 \ucc57\ubd07\uc5d0 \uc9c8\ubb38\ud560 \ub54c \uc77c\uc5b4\ub098\ub294 \uc77c \u2192 \uc694\uc998 \uc218\uc694\uac00 \uc810\uc810 \uc774\ucabd\uc73c\ub85c \uc62e\uaca8 \uac00\ub294 \uc911<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"CUDA%EB%8A%94_%EB%AD%94%EA%B0%80\"><\/span>CUDA\ub294 \ubb54\uac00<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">GPU\ub294 \uc6d0\ub798 \uac8c\uc784 \uadf8\ub798\ud53d\uc6a9 \uce69\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uac00 2007\ub144\uc5d0 \uadf8\ub798\ud53d \ub9d0\uace0 \uc77c\ubc18 \uacc4\uc0b0\uc5d0\ub3c4 GPU\ub97c \uc4f0\uac8c \ud574 \uc8fc\ub294 \ub3c4\uad6c \ubb36\uc74c\uc744 \ub0b4\ub1a8\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\uac8c CUDA\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">GPU\uc5d0 \uc77c\uc744 \uc2dc\ud0a4\ub294 \uc5b8\uc5b4\ub791 \ub4dc\ub77c\uc774\ubc84, \uadf8 \uc704\uc5d0 \uc313\uc778 \ub77c\uc774\ube0c\ub7ec\ub9ac\ub97c \ud1b5\ud2c0\uc5b4 \ubd80\ub974\ub294 \uc774\ub984\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud589\ub82c \uacf1\uc148(cuBLAS), \ub525\ub7ec\ub2dd \uae30\ubcf8 \uc5f0\uc0b0(cuDNN), GPU\ub07c\ub9ac \ub370\uc774\ud130 \uc8fc\uace0\ubc1b\uae30(NCCL) \uac19\uc740 \uac8c \ub2e4 CUDA \uc704\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2012\ub144 \ub525\ub7ec\ub2dd \ubd90\uc758 \uc2dc\uc791\uc73c\ub85c \uaf3d\ud788\ub294 AlexNet\ub3c4 \uc5d4\ube44\ub514\uc544 \uac8c\uc784\uc6a9 GPU \ub450 \uc7a5\uc774\ub791 CUDA\ub85c \ud559\uc2b5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 \ub4a4\ub85c \uac70\uc758 \ubaa8\ub4e0 AI \uc5f0\uad6c\uac00 CUDA \uc704\uc5d0\uc11c \ub3cc\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8 \uae30\ubc95\uc774 \ub098\uc624\uba74 CUDA\uc6a9 \ucf54\ub4dc\uac00 \uba3c\uc800 \ub098\uc624\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub978 \uce69\uc6a9\uc740 \uba87 \ub2ec \ub4a4\uc5d0 \ub098\uc624\uac70\ub098 \uc544\uc608 \uc548 \ub098\uc635\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub958 \ucc3e\ub294 \ub3c4\uad6c, \uc131\ub2a5 \uc7ac\ub294 \ub3c4\uad6c, \uadf8\uac78 \ub2e4\ub8f0 \uc904 \uc544\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\uae4c\uc9c0 \uc804\ubd80 CUDA \ucabd\uc5d0 \uc313\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub807\uac8c 20\ub144 \uac00\uae4c\uc774 \uc313\uc778 \uac83 \ub54c\ubb38\uc5d0 \ub2e4\ub978 \uce69\uc73c\ub85c \ubabb \uc62e\uae34\ub2e4\ub294 \uac8c \uc774\ub978\ubc14 &#8220;CUDA \ud574\uc790&#8221;\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc5ec\uae30\uc11c \ud558\ub098 \uc9da\uc744 \uac8c \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc694\uc998 AI \uac1c\ubc1c\uc790 \ub300\ubd80\ubd84\uc740 CUDA\ub97c \uc9c1\uc811 \uc548 \uc9ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">PyTorch \uac19\uc740 \ud504\ub808\uc784\uc6cc\ud06c\ub85c \ucf54\ub4dc\ub97c \uc4f0\uba74 PyTorch\uac00 \ubc11\uc5d0\uc11c CUDA\ub97c \ubd88\ub7ec \uc501\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\uba74 PyTorch\uac00 \ub2e4\ub978 \uce69\ub3c4 \uc798 \ubd80\ub974\uac8c \ub418\uba74 \uc5b4\ub5bb\uac8c \ub420\uae4c\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uce69 \ubc14\uafb8\uae30\uac00 \ud6e8\uc52c \uc26c\uc6cc\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4\uc7a5\uc5d0\uc11c \ub9d0\ud560 &#8220;CUDA\uac00 \ub179\uace0 \uc788\ub2e4&#8221;\uac00 \ubc14\ub85c \uc774 \uc598\uae30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"MLX%EB%8A%94_%EB%AD%94%EA%B0%80\"><\/span>MLX\ub294 \ubb54\uac00<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MLX\ub294 \uc560\ud50c\uc774 2023\ub144 12\uc6d4\uc5d0 \uacf5\uac1c\ud55c \uc624\ud508\uc18c\uc2a4 \uba38\uc2e0\ub7ec\ub2dd \ud504\ub808\uc784\uc6cc\ud06c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c \uc2e4\ub9ac\ucf58(M \uc2dc\ub9ac\uc988 \uce69)\uc5d0\uc11c AI\ub97c \ub3cc\ub9ac\uace0 \ud559\uc2b5\uc2dc\ud0a4\uae30 \uc88b\uac8c \ub9cc\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uc77c \ud070 \ud2b9\uc9d5\uc740 \uc560\ud50c \uce69\uc758 &#8220;\ud1b5\ud569 \uba54\ubaa8\ub9ac&#8221;\ub97c \uc81c\ub300\ub85c \uc4f4\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\ud1b5 PC\ub294 CPU\uc6a9 \uba54\ubaa8\ub9ac\ub791 GPU\uc6a9 \uba54\ubaa8\ub9ac\uac00 \ub530\ub85c \uc788\uc5b4\uc11c \ub370\uc774\ud130\ub97c \uc62e\uaca8 \ub2f4\uc544\uc57c \ud558\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c \uce69\uc740 CPU\ub791 GPU\uac00 \uba54\ubaa8\ub9ac \ud558\ub098\ub97c \uac19\uc774 \uc501\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MLX\ub294 \ucc98\uc74c\ubd80\ud130 \uc774\uac78 \uc804\uc81c\ub85c \ub9cc\ub4e4\uc5b4\uc11c \uc62e\uaca8 \ub2f4\ub294 \uc2dc\uac04\uc774 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 CUDA\ub791 MLX\ub97c \ubc14\ub85c \ub9de\ubd99\uc774\uba74 \ube44\uad50\uac00 \uc880 \uc5b4\uae0b\ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc774 \uc11c \uc788\ub294 \uce35\uc774 \ub2e4\ub974\uac70\ub4e0\uc694.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"682\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table02.png\" alt=\"\" class=\"wp-image-4923\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table02.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table02-150x43.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table02-768x218.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table02-1536x436.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table02-2048x582.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud45c\ub85c \ubcf4\uba74 CUDA\uc758 \ub9de\uc0c1\ub300\ub294 \uc560\ud50c\uc758 Metal\uc774\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MLX\uc758 \ub9de\uc0c1\ub300\ub294 PyTorch\uc5d0 \uac00\uae5d\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MLX\ub294 \ub9e5\uc5d0\uc11c \uc4f0\uae30 \uc88b\uc740 PyTorch \uac19\uc740 \uac70\uace0, \uadf8 \ubc11\ubc14\ub2e5\uc5d0\uc11c \uc560\ud50c GPU\ub97c \uc6c0\uc9c1\uc774\ub294 \uac8c Metal\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc38\uace0\ub85c MLX\ub294 2025\ub144\uc5d0 CUDA \ubc31\uc5d4\ub4dc\ub3c4 \ubd99\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 MLX\ub85c \uc9e0 \ucf54\ub4dc\ub97c \uc5d4\ube44\ub514\uc544 GPU\uc5d0\uc11c\ub3c4 \ub3cc\ub9b4 \uc218 \uc788\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EC%B9%A9_%EC%84%B1%EB%8A%A5%EC%9D%80_%EC%A3%BC%EB%B0%A9%EC%9C%BC%EB%A1%9C_%EB%B3%B4%EB%A9%B4_%EC%89%BD%EC%8A%B5%EB%8B%88%EB%8B%A4\"><\/span>\uce69 \uc131\ub2a5\uc740 \uc8fc\ubc29\uc73c\ub85c \ubcf4\uba74 \uc27d\uc2b5\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uce69 \ube44\uad50\ud560 \ub54c \uc790\uc8fc \ub098\uc624\ub294 \uc22b\uc790\uac00 \ub124 \uac1c \uc788\ub294\ub370 \uc2dd\ub2f9 \uc8fc\ubc29\uc5d0 \ube57\ub300\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"730\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table03.png\" alt=\"\" class=\"wp-image-4924\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table03.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table03-150x46.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table03-768x234.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table03-1536x467.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table03-2048x623.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e5 \uc2a4\ud29c\ub514\uc624\ub294 \ub0c9\uc7a5\uace0\uac00 \uc5c4\uccad \ud070(512GB) \ub2e8\ub3c5 \uc8fc\ubc29\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1\uc870 \ud30c\ub77c\ubbf8\ud130\uae09 \ubaa8\ub378\ub3c4 \ud55c \ubc88\uc5d0 \ub4e4\uc5b4\uac00\uace0 \uc804\uae30\ub3c4 \uc801\uac8c \uba39\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\uc2e0 \uc694\ub9ac\uc0ac \uc218, \ud1b5\ub85c \ud3ed, \ub2e4\ub978 \uc8fc\ubc29\uc774\ub791 \uc787\ub294 \ubcf5\ub3c4\uac00 \uc791\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 \ub799\uc740 \uc8fc\ubc29 \ud558\ub098\ud558\ub098\uc758 \ub0c9\uc7a5\uace0\ub294 \uadf8\ubcf4\ub2e4 \uc791\uc740\ub370(GPU \ud55c \uc7a5\uc5d0 288GB)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ub85c\uac00 \ud6e8\uc52c \ub113\uace0 \uc694\ub9ac\uc0ac\uac00 \ud6e8\uc52c \ub9ce\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">72\uac1c \uc8fc\ubc29\uc774 \ub113\uc740 \ubcf5\ub3c4(NVLink)\ub85c \uc774\uc5b4\uc9c4 \ub300\ud615 \uae09\uc2dd \uc13c\ud130\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"800\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart2-hw-compare.png\" alt=\"\" class=\"wp-image-4914\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart2-hw-compare.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart2-hw-compare-150x50.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart2-hw-compare-768x256.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart2-hw-compare-1536x512.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart2-hw-compare-2048x683.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><figcaption class=\"wp-element-caption\">\ub0c9\uc7a5\uace0\ub294 \ub9e5 \uc2b9, \ub098\uba38\uc9c0\ub294 \uc804\ubd80 \uc5d4\ube44\ub514\uc544 \uc2b9<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c \ud55c \uc0ac\ub78c\uc774 \uba39\uc744 \ucf54\uc2a4 \uc694\ub9ac\uba74 \ub9e5\uc774 \uc758\uc678\ub85c \uc798\ud558\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\ucc9c \uba85 \uae09\uc2dd\uc774\uba74 \uc5d4\ube44\ub514\uc544\ub97c \ubabb \ub530\ub77c\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uc11c\ubc84 \uc7a5\uc0ac\ub294 \uae09\uc2dd \ucabd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uce69 \ub9cc\ub4dc\ub294 \ubc29\uc2dd\ub3c4 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 GPU \uc606\uc5d0\ub294 HBM\uc774\ub77c\ub294 \ud2b9\uc218 \uba54\ubaa8\ub9ac\uac00 \ubd99\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">D\ub7a8\uc744 \uc5ec\ub7ec \uce35 \uc313\uc544\uc11c \uce69 \ubc14\ub85c \uc606\uc5d0 \ubd99\uc778 \uac74\ub370 \ud1b5\ub85c\uac00 \uc5c4\uccad \ub113\uc740 \ub300\uc2e0 \ube44\uc2f8\uace0 \ub9cc\ub4e4\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SK\ud558\uc774\ub2c9\uc2a4, \uc0bc\uc131, \ub9c8\uc774\ud06c\ub860 \uc138 \uacf3\ub9cc \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c \uce69\uc740 \ud734\ub300\ud3f0\u00b7\ub178\ud2b8\ubd81\uc6a9 \uba54\ubaa8\ub9ac(LPDDR)\ub97c \uce69 \uc548\uc5d0 \ub123\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2f8\uace0 \uc804\uae30 \ub35c \uba39\uace0 \ub9ce\uc774 \ub2f4\uc744 \uc218 \uc788\ub294\ub370 \ud1b5\ub85c \ud3ed\uc740 HBM\uc744 \ubabb \ub530\ub77c\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c\uc774 \uc11c\ubc84\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub791 \ubd99\uc73c\ub824\uba74 \uba54\ubaa8\ub9ac\ubd80\ud130 \ubc14\uafd4\uc57c \ud55c\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_CUDA%EC%9D%98_%EC%84%B1%EB%B2%BD%EC%9D%80_%EC%A0%95%EB%A7%90_%EB%AC%B4%EB%84%88%EC%A7%80%EA%B3%A0_%EC%9E%88%EB%82%98\"><\/span>4. CUDA\uc758 \uc131\ubcbd\uc740 \uc815\ub9d0 \ubb34\ub108\uc9c0\uace0 \uc788\ub098<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc870\uc0ac\ud574 \ubcf4\ub2c8 \ubb34\ub108\uc9c0\ub294 \uc911\uc778 \uac74 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc801\uc5b4\ub3c4 \ucd94\ub860 \ucabd\uc740 \uc774\ubbf8 \uaf64 \ub179\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>vLLM: \uc62c\ud574 3\uc6d4, \uac19\uc740 \ucf54\ub4dc\uac00 \uc5d4\ube44\ub514\uc544\u00b7AMD\u00b7\uc778\ud154\uc5d0\uc11c \ub2e4 \ub3c4\ub294 Triton \uc5d4\uc9c4 \ucd9c\uc2dc \u2192 H100\uc5d0\uc11c \uc5d4\ube44\ub514\uc544 \uc804\uc6a9 \ucd5c\uc801\ud654 \ucf54\ub4dc(FlashAttention-3)\ub791 \ub9de\uba39\ub294 \uc18d\ub3c4(vLLM \uc790\uccb4 \uce21\uc815)<\/li>\n\n\n\n<li>\uad6c\uae00: 10\uc6d4 20\uc77c PyTorch\ub97c TPU\uc5d0\uc11c \uadf8\ub300\ub85c \ub3cc\ub9ac\ub294 TorchTPU \uacf5\uac1c<\/li>\n\n\n\n<li>\uba54\ud0c0: SGLang\uc744 TPU \uc704\uc5d0\uc11c \uc2e4\uc81c \uc11c\ube44\uc2a4\uc5d0 \uc4f0\ub294 \uc911. \uba54\ud0c0 PyTorch \ucc45\uc784\uc790\ub294 \uce69 \ud55c \uc885\ub958\uc5d0 \ubb36\uc77c \uc218 \uc5c6\ub2e4\uace0\uae4c\uc9c0 \ub9d0\ud568<\/li>\n\n\n\n<li>\uc564\ud2b8\ub85c\ud53d: \uad6c\uae00 TPU, \uc544\ub9c8\uc874 \ud2b8\ub808\uc774\ub2c8\uc5c4, \uc5d4\ube44\ub514\uc544, AMD\ub97c \ub3d9\uc2dc\uc5d0 \uc500. \ube0c\ub85c\ub4dc\ucef4 9\uc6d4 \uc2e4\uc801 \ubc1c\ud45c \uae30\uc900 \uc564\ud2b8\ub85c\ud53d\uc6a9 TPU\uac00 2026\ub144 1GW \u2192 2027\ub144 \uc57d 5GW \u2192 2028\ub144 10GW \ucd94\uac00<\/li>\n\n\n\n<li>\uc624\ud508AI: \ube0c\ub85c\ub4dc\ucef4\uc774\ub791 \ub9cc\ub4e0 \ucd94\ub860 \uce69 &#8220;\ud560\ub77c\ud53c\ub1e8&#8221;\ub97c 6\uc6d4\uc5d0 \uacf5\uac1c, \uc62c\ud574 \ub9d0\ubd80\ud130 \ubc30\uce58<\/li>\n\n\n\n<li>\uc544\ub9c8\uc874: \ud2b8\ub808\uc774\ub2c8\uc5c4\uc73c\ub85c \uc57d\uc18d\ubc1b\uc740 \ub9e4\ucd9c\uc774 2,250\uc5b5 \ub2ec\ub7ec \ub118\uc74c(4\uc6d4 \uc2e4\uc801 \ubc1c\ud45c)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\ub2a5\ub3c4 \ub530\ub77c\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4\ub294 9\uc6d4\uc5d0 \ud2b9\uc815 \uc870\uac74(\uc0ac\uc6a9\uc790\ub2f9 \ucd08\ub2f9 20\ud1a0\ud070)\uc5d0\uc11c\ub294<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00 \uc544\uc774\uc5b8\uc6b0\ub4dc(TPU 7\uc138\ub300)\uac00 \uc5d4\ube44\ub514\uc544 B200\ubcf4\ub2e4 1\ub2ec\ub7ec\ub2f9 \ud1a0\ud070\uc744 \uc57d 50% \ub354 \ubf51\ub294\ub2e4\uace0 \ubd84\uc11d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac19\uc740 \uc870\uac74\uc5d0\uc11c B300\uc774\ub791 \ube44\uad50\ud558\uba74 \ucc28\uc774\uac00 96%\uae4c\uc9c0 \ubc8c\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb3c\ub860 \ub300\uaddc\ubaa8 \ubd84\uc0b0 \uc11c\ube59\uc5d0\uc11c\ub294 GB300 NVL72\uac00 \uc544\uc9c1 \uc57d 30% \uc55e\uc11c\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\uc774\uc5b8\uc6b0\ub4dc\ub294 FP4 \uc5f0\uc0b0\uc744 \uae30\ubcf8\uc73c\ub85c \uc9c0\uc6d0\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">JP\ubaa8\uac74\uc740 2027\ub144\uc5d0 ASIC(\ub9de\ucda4\ud615 \uce69) \ucd9c\ud558\ub7c9\uc774 1,250\ub9cc \uac1c\ub85c GPU 1,090\ub9cc \uac1c\ub97c \ub118\uc744 \uac70\ub77c\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ub9de\ucda4\ud615 \uce69\uc740 \ud55c \uac1c \uac12\uc774 GPU\ubcf4\ub2e4 \ud6e8\uc52c \uc2f8\uc11c \uac1c\uc218\ub791 \ub9e4\ucd9c\uc740 \ub530\ub85c \ubd10\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EA%B2%BD%EC%9F%81_%EC%B9%A9_%ED%95%9C%EB%88%88%EC%97%90_%EB%B3%B4%EA%B8%B0\"><\/span>\uacbd\uc7c1 \uce69 \ud55c\ub208\uc5d0 \ubcf4\uae30<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9d0 \ub098\uc628 \uae40\uc5d0 \uc9c0\uae08 \ub098\uc640 \uc788\ub294 AI \uce69\uc744 \ud55c \ud45c\uc5d0 \ubaa8\uc544 \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"1636\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table04.png\" alt=\"\" class=\"wp-image-4925\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table04.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table04-150x102.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table04-768x524.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table04-1536x1047.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table04-2048x1396.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"1040\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart10-chips.png\" alt=\"\" class=\"wp-image-4911\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart10-chips.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart10-chips-150x65.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart10-chips-768x333.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart10-chips-1536x666.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart10-chips-2048x887.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud45c\ub97c \ubcf4\uba74 \uc138 \uac00\uc9c0\uac00 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \uce69 \ud558\ub098\ub9cc \ub193\uace0 \ubcf4\uba74 \uacbd\uc7c1\uc790\ub4e4\uc774 \uc5d4\ube44\ub514\uc544\ub97c \uac70\uc758 \ub530\ub77c\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AMD MI455X\ub294 \ub300\uc5ed\ud3ed\uc774\ub791 \uc6a9\ub7c9\uc774 \ub8e8\ube48\ubcf4\ub2e4 \ud06c\uace0, \uad6c\uae00\u00b7MS \uce69\ub3c4 B300\uae09\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc9f8, \ucc28\uc774\ub294 &#8220;\uba87 \uac1c\ub97c \ud55c \ubab8\ucc98\ub7fc \ubb36\ub290\ub0d0&#8221;\uc5d0\uc11c \ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 72\uac1c\ub97c NVLink\ub85c \uc544\uc8fc \ube60\ub974\uac8c \ubb36\uace0, \uad6c\uae00\uc740 9,216\uac1c\ub97c \uc870\uae08 \ub290\ub9b0 \ub300\uc2e0 \ub113\uac8c \ubb36\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc14b\uc9f8, \uc560\ud50c\uc740 \ud63c\uc790 \ub178\ub294 \ud310\uc774 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ub85c\ub294 \uc81c\uc77c \uc881\uc740\ub370 \ub0c9\uc7a5\uace0\ub294 \uc81c\uc77c \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc5ec\uae30\uc11c \ube0c\ub85c\ub4dc\ucef4\uc740 \ubb58 \ud558\ub294 \ud68c\uc0ac\ub0d0\uace0\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube0c\ub85c\ub4dc\ucef4\uc740 \uc790\uae30 \uc774\ub984\uc73c\ub85c AI \uce69\uc744 \ud30c\ub294 \ud68c\uc0ac\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0a8\uc758 \uce69\uc744 \ub300\uc2e0 \uc124\uacc4\ud558\uace0 \ub9cc\ub4e4\uc5b4 \uc8fc\ub294 \ud68c\uc0ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud655\uc778\ub418\ub294 \uace0\uac1d\uc740 \uad6c\uae00(TPU\ub97c 7\ub144\uc9f8 \ub9e1\uc74c), \uc564\ud2b8\ub85c\ud53d, \uc624\ud508AI, \uba54\ud0c0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc564\ud2b8\ub85c\ud53d: 2026\ub144 \uc544\uc774\uc5b8\uc6b0\ub4dc 1GW \u2192 2027\ub144 TPU 8\uc138\ub300 5GW \u2192 2028\ub144 TPU 9\uc138\ub300 10GW<\/li>\n\n\n\n<li>\uc624\ud508AI: \ud560\ub77c\ud53c\ub1e8 2027\ub144 1.3GW \u2192 2028\ub144 \uc57d 5GW<\/li>\n\n\n\n<li>\uba54\ud0c0: \uc790\uccb4 \uce69 MTIA 3\uc138\ub300<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\ub514\uc5b4\ud14d\ub3c4 \uad6c\uae00 TPU \uc77c\ubd80 \uc124\uacc4\ub97c \ub9e1\ub294\ub2e4\uace0 \uc54c\ub824\uc838 \uc788\ub294\ub370 \uc774\ubc88\uc5d4 \ub530\ub85c \ud655\uc778\ud558\uc9c0 \ubabb\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc27d\uac8c \uc774\uc57c\uae30\ud558\uba74 \ube45\ud14c\ud06c\ub4e4\uc774 &#8220;\uc5d4\ube44\ub514\uc544 \uce69 \uc0ac\uc9c0 \ub9d0\uace0 \uc6b0\ub9ac \uce69 \ub9cc\ub4e4\uc790&#8221; \ud560 \ub54c \uadf8 \uce69\uc744 \uc2e4\uc81c\ub85c \uadf8\ub824 \uc8fc\ub294 \uac8c \ube0c\ub85c\ub4dc\ucef4\uc774\ub77c\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 \uc5d4\ube44\ub514\uc544 \uc785\uc7a5\uc5d0\uc11c \uc9c4\uc9dc \ubb34\uc11c\uc6b4 \uac74 \uc560\ud50c\ubcf4\ub2e4 \uc774\ucabd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EA%B7%BC%EB%8D%B0_%EC%97%94%EB%B9%84%EB%94%94%EC%95%84_%EC%8B%A4%EC%A0%81%EC%9D%80\"><\/span>\uadfc\ub370 \uc5d4\ube44\ub514\uc544 \uc2e4\uc801\uc740<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uae4c\uc9c0\ub9cc \ubcf4\uba74 \uc81c \uac00\uc124\ub300\ub85c \uac00\ub294 \uac83 \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc5d4\ube44\ub514\uc544 \uc2e4\uc801\ud45c\ub97c \ud3b4 \ubcf4\uba74 \uc598\uae30\uac00 \uc774\uc0c1\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"880\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart3-nvidia-dc.png\" alt=\"\" class=\"wp-image-4915\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart3-nvidia-dc.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart3-nvidia-dc-150x55.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart3-nvidia-dc-768x282.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart3-nvidia-dc-1536x563.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart3-nvidia-dc-2048x751.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><figcaption class=\"wp-element-caption\">CUDA\uac00 \ub179\uace0 \uc788\ub2e4\uba74\uc11c\uc694?<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd94\ub860 \ucabd CUDA \uc7a0\uae08\uc774 \ub179\ub294 \ub3d9\uc548<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 512\uc5b5 \ub2ec\ub7ec(2025\ub144 10\uc6d4 \ub05d\ub09c \ubd84\uae30)\uc5d0\uc11c 890\uc5b5 \ub2ec\ub7ec(2026\ub144 7\uc6d4 \ub05d\ub09c \ubd84\uae30)\ub85c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138 \ubd84\uae30 \ub9cc\uc5d0 70% \ub118\uac8c \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucd1d\uc774\uc775\ub960\uc740 75%\ub97c \uc9c0\ucf30\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CUDA\uac00 \uc9c4\uc9dc \uc131\ubcbd\uc744 \ub5a0\ubc1b\uce58\ub294 \uae30\ub465\uc774\uc5c8\uc73c\uba74 \uc774\ub7f4 \uc218\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\ubcbd\uc758 \uc77c\ubd80\uc600\uc744 \ubfd0\uc774\uace0 \ud558\uc911\uc744 \ubc1b\uce58\ub294 \ubcbd\uc740 \ub2e4\ub978 \ub370 \uc788\uc5c8\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uac00 \ubcf4\uae30\uc5d0 \uc9c0\uae08 \uc5d4\ube44\ub514\uc544\ub97c \uc9c0\ud0a4\ub294 \uac74 \uc774\ub7f0 \uac83\ub4e4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\ub799 \ud558\ub098\ub97c \ucef4\ud4e8\ud130 \ud558\ub098\ucc98\ub7fc: GPU 72\uac1c\ub97c NVLink\ub85c \ubb36\uc740 NVL72\uac00 \ubc8c\uc368 3\uc138\ub300\uc9f8. \uce69 \ud55c \uac1c\ubcf4\ub2e4 \uc218\uc2ed \uac1c\ub97c \ud55c \ubab8\ucc98\ub7fc \ubb36\ub294 \uae30\uc220\uc5d0\uc11c \uaca9\ucc28\uac00 \ud07c<\/li>\n\n\n\n<li>\ub124\ud2b8\uc6cc\ud0b9: \ub124\ud2b8\uc6cc\ud0b9 \ub9e4\ucd9c\ub9cc 1\ubd84\uae30 148\uc5b5 \ub2ec\ub7ec, 1\ub144 \uc804\uc758 \uc138 \ubc30<\/li>\n\n\n\n<li>\ubb3c\ub7c9 \ud655\ubcf4: TSMC \ucca8\ub2e8 \ud328\ud0a4\uc9d5(CoWoS)\uc774\ub791 HBM\uc744 \uba3c\uc800 \uc7a1\uc544 \ub450\ub294 \ud798. 2027\ub144\uce58 D\ub7a8\u00b7HBM\uc774 \uc774\ubbf8 \ub2e4 \ud314\ub838\ub2e4\ub294 \ubcf4\ub3c4\uae4c\uc9c0 \ub098\uc634<\/li>\n\n\n\n<li>1\ub144 \uc8fc\uae30 \uc2e0\uc81c\ud488: \ube14\ub799\uc6f0 \ub2e4\uc74c \ubca0\ub77c \ub8e8\ube48\uc774 8\uc6d4\ubd80\ud130 \uc591\uc0b0 \ucd9c\ud558, 2027\ub144\uc5d4 \ub8e8\ube48 \uc6b8\ud2b8\ub77c<\/li>\n\n\n\n<li>\ub3c8: \uace0\uac1d\ud55c\ud14c \ud22c\uc790\ud558\uace0 \ubcf4\uc99d \uc11c \uc8fc\ub294 \ub2a5\ub825. \uc774\uac74 \ud574\uc790\uc774\uba74\uc11c \uc57d\uc810\uc774\ub77c 8\uc7a5\uc5d0\uc11c \ub530\ub85c \ubd04<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc9c4 \uc555\ubc15\uc774 \uc624\ub294 \uac74 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 3\ubd84\uae30 \ucd1d\uc774\uc775\ub960\uc744 \uc57d 74%\ub85c \uc548\ub0b4\ud588\uace0 4\ubd84\uae30\uc5d4 71~72%\uae4c\uc9c0 \ub0b4\ub824\uac08 \uc218 \uc788\ub2e4\uace0 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc774\uc720\uac00 \uacbd\uc7c1\uc774 \uc544\ub2c8\ub77c \uba54\ubaa8\ub9ac \uc6d0\uac00\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 \ub0b4\ub144 \ucd08\ubd80\ud130 \uac12\uc744 \uc62c\ub824\uc11c \ub118\uae30\uaca0\ub2e4\uace0 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\uc9c1\uc740 \uac12\uc744 \uc62c\ub9b4 \uc218 \uc788\ub294 \ucabd\uc774\ub77c\ub294 \uac70\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c \ub450 \ubc88\uc9f8 \uace0\ub9ac\uc5d0 \ub300\ud55c \uc81c \ud310\uc815\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc29\ud5a5\uc740 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ubb34\ub108\uc9c0\ub294 \uac8c \uc544\ub2c8\ub77c \uae4e\uc774\ub294 \uc911\uc774\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08\uae4c\uc9c4 \uae4e\uc774\ub294 \uc18d\ub3c4\ubcf4\ub2e4 \uc2dc\uc7a5\uc774 \ucee4\uc9c0\ub294 \uc18d\ub3c4\uac00 \ud6e8\uc52c \ube68\ub790\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_%EC%95%A0%ED%94%8C%EC%9D%80_%EC%A0%9C%EA%B0%80_%EC%A0%9C%EC%9D%BC_%EA%B8%B0%EB%8C%80%ED%96%88%EB%8D%98_%EC%B9%B4%EB%93%9C\"><\/span>5. \uc560\ud50c\uc740? \uc81c\uac00 \uc81c\uc77c \uae30\ub300\ud588\ub358 \uce74\ub4dc<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc194\uc9c1\ud788 \uc774 \ubd80\ubd84\uc740 \uc81c \uae30\ub300\uac00 \uc81c\uc77c \ucef8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MLX \uc88b\uc740 \ud504\ub808\uc784\uc6cc\ud06c\uace0 \uc560\ud50c \uc2e4\ub9ac\ucf58 \uc804\ub825 \ud6a8\uc728\uc740 \uc9c4\uc9dc\uac70\ub4e0\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c \uc22b\uc790\ub97c \ub098\ub780\ud788 \ub193\uc544 \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"634\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table05.png\" alt=\"\" class=\"wp-image-4926\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table05.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table05-150x40.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table05-768x203.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table05-1536x406.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table05-2048x541.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\ubc29\uc73c\ub85c \ubcf4\uba74 \uc560\ud50c\uc740 \ub0c9\uc7a5\uace0(\uc6a9\ub7c9)\uc5d0\uc11c \uc55e\uc11c\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\ub85c(\ub300\uc5ed\ud3ed)\ub294 H100\uc758 3\ubd84\uc758 1, B300\uc758 7\ubd84\uc758 1\ucbe4\uc774\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf5\ub3c4(\uc5f0\uacb0)\ub294 B300\uc758 100\ubd84\uc758 1 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc694\ub9ac\uc0ac \uc218(\uc5f0\uc0b0\ub7c9)\ub294 \uc560\ud50c\uc774 \uacf5\uc2dd \uc218\uce58\ub97c \uc548 \ub0b4\uc11c \uc815\ud655\ud788 \ube44\uad50\ud558\uae30 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc678\ubd80 \uce21\uc815\uc774\ub791 \uc560\ud50c \ubc1c\ud45c\ub97c \uc5ee\uc5b4 \ubcf4\uba74 H100\uc758 10\ubd84\uc758 1 \uc548\ud30e\uc73c\ub85c \ucd94\uc815\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c\uc774 \uc774\uae30\ub294 \uc790\ub9ac\ub294 \ubd84\uba85\ud788 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">512GB\ub97c \ud55c \uc0c1\uc790\uc5d0 \ub2f4\ub294\ub2e4\ub294 \uac74 \uac70\ub300\ud55c \ubaa8\ub378 \ud558\ub098\ub97c \ud63c\uc790 \ub3cc\ub9ac\uae30 \uc5c4\uccad \uc88b\ub2e4\ub294 \ub73b\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\ud504 \uac78\ub9c1\uc774 \ub9e5 \uc2a4\ud29c\ub514\uc624 4\ub300(\uba54\ubaa8\ub9ac \ud569\uacc4 1.5TB, \uc57d 4\ub9cc \ub2ec\ub7ec)\ub97c \uc36c\ub354\ubcfc\ud2b8 5\ub85c \ubb36\uc5b4\uc11c \uc2dc\ud5d8\ud588\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud30c\ub77c\ubbf8\ud130 1\uc870 \uac1c\ucbe4 \ub418\ub294 Kimi K2\ub97c \ucd08\ub2f9 \uc57d 30\ud1a0\ud070\uc73c\ub85c \ub3cc\ub9ac\uba74\uc11c \uc804\uae30\ub294 250W\ub3c4 \uc548 \uc37c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778\uc774 \uc9d1\uc5d0\uc11c \uc774\uac78 \ud55c\ub2e4\ub294 \uac74 2\ub144 \uc804\uc5d4 \uc0c1\uc0c1\ub3c4 \ubabb \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc11c\ubc84 \uc7a5\uc0ac\ub294 \ud55c \uc0ac\ub78c\uc774 \uc544\ub2c8\ub77c \uc218\ucc9c \uba85\uc744 \ub3d9\uc2dc\uc5d0 \ubc1b\ub294 \uac8c\uc784\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec \uc694\uccad\uc744 \ud55c\uaebc\ubc88\uc5d0 \ucc98\ub9ac\ud558\ub824\uba74 \uc5f0\uc0b0\ub7c9\uc774\ub791 \uce69 \uc0ac\uc774 \uc5f0\uacb0\uc774 \uc911\uc694\ud55c\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uc11c \ucc28\uc774\uac00 \ub108\ubb34 \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub354 \uacb0\uc815\uc801\uc778 \uac74 \uc560\ud50c \uc790\uc2e0\uc774 \ud558\ub294 \ud589\ub3d9\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc560\ud50c 2026 \ud68c\uacc4\uc5f0\ub3c4 \uc124\ube44\ud22c\uc790\ub294 \uc57d 130\uc5b5~140\uc5b5 \ub2ec\ub7ec \u2192 \uc5d4\ube44\ub514\uc544\uac00 \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \ud55c \ubd84\uae30\uc5d0 \ubc84\ub294 \ub3c8(890\uc5b5 \ub2ec\ub7ec)\uc758 6\ubd84\uc758 1\ub3c4 \uc548 \ub428<\/li>\n\n\n\n<li>\uc560\ud50c\uc774 2025\ub144\uc5d0 \uc5d4\ube44\ub514\uc544 GB300 NVL72\ub97c \uc57d 10\uc5b5 \ub2ec\ub7ec\uc5b4\uce58 \uc8fc\ubb38\ud588\ub2e4\ub294 \ubcf4\ub3c4(\ub8e8\ud504\uce90\ud53c\ud138)<\/li>\n\n\n\n<li>\uc0c8 \uc2dc\ub9ac\uc758 \ub450\ub1cc\ub294 \uad6c\uae00 \uc81c\ubbf8\ub098\uc774\ub85c \uc815\ud574\uc84c\uace0(2026\ub144 1\uc6d4), \ubcf5\uc7a1\ud55c \uc9c8\ubb38\uc740 \uad6c\uae00 \ud074\ub77c\uc6b0\ub4dc\uc5d0\uc11c \ub3c8\ub2e4\uace0 \uc54c\ub824\uc9d0<\/li>\n\n\n\n<li>MLX\uc5d0 CUDA \ubc31\uc5d4\ub4dc\uac00 \uc0dd\uae40 \u2192 \ub9e5\uc5d0\uc11c \uc9dc\uace0 \uc5d4\ube44\ub514\uc544\uc5d0\uc11c \ub3cc\ub9ac\ub77c\ub294 \uad6c\uc870. CUDA\ub97c \uc704\ud611\ud55c\ub2e4\uae30\ubcf4\ub2e4 CUDA \uc601\ud1a0\ub97c \ub113\ud600 \uc8fc\ub294 \ucabd<\/li>\n\n\n\n<li>\ub514\uc778\ud3ec\uba54\uc774\uc158 9\uc6d4 \ubcf4\ub3c4: \uc560\ud50c\uc774 M8 \uc6b8\ud2b8\ub77c\ub85c \uae30\uc5c5\uc6a9 \ucd94\ub860 \uc11c\ubc84\ub97c \ub9cc\ub4dc\ub294 \uc911. \uadfc\ub370 \ucd9c\uc2dc\ub294 \ube68\ub77c\uc57c 2029\ub144\uc774\uace0 \uc5d4\ube44\ub514\uc544 NVLink Fusion\uc744 \uc4f8 \uc218\ub3c4 \uc788\ub2e4\uace0 \ud568<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c \uc11c\ubc84 \uafc8\uc870\ucc28 \uc5d4\ube44\ub514\uc544 \uc5f0\uacb0 \uae30\uc220 \uc704\uc5d0 \uc62c\ub77c\uac08\uc9c0 \ubaa8\ub978\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c &#8220;\uc560\ud50c\uc774 \uc11c\ubc84\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub97c \uc774\uae34\ub2e4&#8221;\ub294 \uc801\uc5b4\ub3c4 2029\ub144 \uc804\uc5d0\ub294 \uadfc\uac70\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c \uc9c1\uac10\uc740 \uc11c\ubc84\uc5d0\uc11c\ub294 \ud2c0\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ub85c\uceec\ub85c \uc624\uba74 \uc598\uae30\uac00 \uc880 \ub2ec\ub77c\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_%EB%A1%9C%EC%BB%AC%EC%97%90%EC%84%9C%EB%8A%94_%EC%96%98%EA%B8%B0%EA%B0%80_%EB%8B%A4%EB%A6%85%EB%8B%88%EB%8B%A4_%EB%A7%A5_MLX_%EA%B7%B8%EB%A6%AC%EA%B3%A0_%EA%B0%9C%EC%9D%B8_AI\"><\/span>6. \ub85c\uceec\uc5d0\uc11c\ub294 \uc598\uae30\uac00 \ub2e4\ub985\ub2c8\ub2e4: \ub9e5, MLX, \uadf8\ub9ac\uace0 \uac1c\uc778 AI<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc11c\ubc84 \uc598\uae30\ub9cc \ud558\uba74 \uc560\ud50c\uc740 \uc0c1\ub300\uac00 \uc548 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ub0b4 \ucef4\ud4e8\ud130\uc5d0\uc11c AI\ub97c \ub3cc\ub9ac\ub294 \ucabd, \uc989 \ub85c\uceec\ub85c \uc624\uba74 \uc598\uae30\uac00 \uc644\uc804\ud788 \ub2ec\ub77c\uc9c0\uac70\ub4e0\uc694.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%A7%A5%EC%9C%BC%EB%A1%9C_AI_%EB%8F%8C%EB%A6%AC%EB%8A%94_%EC%82%AC%EB%9E%8C_%EC%83%9D%EA%B0%81%EB%B3%B4%EB%8B%A4_%EB%A7%8E%EC%8A%B5%EB%8B%88%EB%8B%A4\"><\/span>\ub9e5\uc73c\ub85c AI \ub3cc\ub9ac\ub294 \uc0ac\ub78c, \uc0dd\uac01\ubcf4\ub2e4 \ub9ce\uc2b5\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ud5c8\uae45\ud398\uc774\uc2a4\ub77c\ub294 AI \ubaa8\ub378 \uc800\uc7a5\uc18c\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30 \ud504\ub85c\ud544\uc5d0 \uc790\uae30 \ucef4\ud4e8\ud130 \uc0ac\uc591\uc744 \uc801\ub294 \uce78\uc774 \uc788\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ud574 5\uc6d4 \uae30\uc900\uc73c\ub85c \uc57d 30\ub9cc \uba85\uc774 \uc801\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\uc911 \ub9ce\uc774 \uc4f0\ub294 \uc0c1\uc704 100\uac1c \uad6c\uc131\uc744 \ubcf4\uba74<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 GPU\uac00 \uc57d 42%, \uc560\ud50c \uc2e4\ub9ac\ucf58\uc774 \uc57d 34%\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \ubcf8\uc778\uc774 \uc801\uc740 \uc790\ub8cc\ub77c \uc815\ud655\ud55c \uc810\uc720\uc728\uc740 \uc544\ub2d9\ub2c8\ub2e4. \uadf8\ub798\ub3c4 \uc9c0\uae08 \ub098\uc640 \uc788\ub294 \uac83 \uc911\uc5d4 \uc81c\uc77c \uac00\uae5d\uc2b5\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubbf8\uc788\ub294 \uac74 \ub9e5\uc758 \ub369\uce58\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e5\uc740 PC \ucd9c\ud558\ub7c9\uc73c\ub85c \uce58\uba74 9.5%\ubc16\uc5d0 \uc548 \ub429\ub2c8\ub2e4(IDC, \uc62c\ud574 3\ubd84\uae30).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ub85c\uceec AI\uc5d0\uc11c\ub294 \uadf8 \uc138 \ubc30 \ub118\uac8c \uc4f0\uc778\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"720\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart8-mac-share.png\" alt=\"\" class=\"wp-image-4920\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart8-mac-share.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart8-mac-share-150x45.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart8-mac-share-768x230.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart8-mac-share-1536x461.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart8-mac-share-2048x614.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud300 \ucfe1\ub3c4 4\uc6d4 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \uc774 \uc598\uae30\ub97c \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub85c\uceec \ubaa8\ub378\uc774\ub791 \uc5d0\uc774\uc804\ud2b8 \ub3cc\ub9ac\ub824\ub294 \uc0ac\ub78c\ub4e4 \ub54c\ubb38\uc5d0 \ub9e5 \ubbf8\ub2c8\ub791 \ub9e5 \uc2a4\ud29c\ub514\uc624\uac00 \ud488\uc808\ub410\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc694\ub97c \ub108\ubb34 \uc801\uac8c \uc7a1\uc558\ub2e4\uace0\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc81c\ub85c \ub9e5 \ubbf8\ub2c8\ub294 \uc77c\ubd80 \uc0ac\uc591\uc774 10~12\uc8fc\uc529 \ubc00\ub838\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6\uc6d4 \ubd84\uae30 \ub9e5 \ub9e4\ucd9c\uc740 1\ub144 \uc804\ubcf4\ub2e4 28.7% \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uc2e4 \ub85c\uceec AI \ubd90 \uc790\uccb4\uac00 \ub9e5\uc774\ub791 \uac19\uc774 \ucef8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub85c\uceec AI\uc758 \ubfcc\ub9ac \uac19\uc740 llama.cpp\ub294 \ub9e5\ubd81\uc5d0\uc11c \ub77c\ub9c8\ub97c \ub3cc\ub9ac\ub294 \ub370\ubaa8\ub85c \uc720\uba85\ud574\uc84c\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08\ub3c4 \ubb38\uc11c\uc5d0 \uc560\ud50c \uc2e4\ub9ac\ucf58\uc744 &#8220;\uc77c\ub4f1 \uc2dc\ubbfc&#8221;\uc774\ub77c\uace0 \uc801\uc5b4 \ub461\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EA%B7%BC%EB%8D%B0_%EC%88%AB%EC%9E%90%EB%A1%9C_%EB%B3%B4%EB%A9%B4_%EA%B2%A9%EC%B0%A8%EB%8A%94_%EC%95%84%EC%A7%81_%ED%81%BD%EB%8B%88%EB%8B%A4\"><\/span>\uadfc\ub370 \uc22b\uc790\ub85c \ubcf4\uba74 \uaca9\ucc28\ub294 \uc544\uc9c1 \ud07d\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"737\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table06.png\" alt=\"\" class=\"wp-image-4927\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table06.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table06-150x46.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table06-768x236.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table06-1536x472.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table06-2048x629.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7ac\ubbf8\uc788\ub294 \uac74 \ub9e5\uc5d0\uc11c\ub9cc \ubd10\ub3c4 PyTorch\uac00 MLX\ubcf4\ub2e4 2.7\ubc30 \ub9ce\uc774 \uae54\ub9b0\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e5 \uc4f0\ub294 \uac1c\ubc1c\uc790\ub3c4 \uc544\uc9c1\uc740 PyTorch\uac00 \uae30\ubcf8\uc774\ub77c\ub294 \uac70\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \uc124\uce58 \uc218\uc5d0\ub294 \uc11c\ubc84\ub791 \uc790\ub3d9 \uc124\uce58\uac00 \uc11e\uc5ec \uc788\uc5b4\uc11c \ub369\uce58 \ube44\uad50\uc6a9\uc73c\ub85c\ub9cc \ubcf4\uc2dc\uba74 \ub429\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc38\uace0\ub85c GGUF\ub294 llama.cpp\u00b7Ollama\uac00 \uc4f0\ub294 \ubaa8\ub378 \ud615\uc2dd\uc778\ub370 \ub9e5\uc5d0\uc11c\ub294 Metal \uc704\uc5d0\uc11c \ub3d5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 \ub9e5\uc73c\ub85c \ub85c\uceec AI \ub3cc\ub9ac\ub294 \uc0ac\ub78c\uc774 \ub2e4 MLX\ub97c \uc4f0\ub294 \uac74 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"MLX%EB%8A%94_%EC%96%BC%EB%A7%88%EB%82%98_%EB%B9%A8%EB%A6%AC_%ED%81%AC%EA%B3%A0_%EC%9E%88%EB%82%98\"><\/span>MLX\ub294 \uc5bc\ub9c8\ub098 \ube68\ub9ac \ud06c\uace0 \uc788\ub098<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2023\ub144 12\uc6d4 \uacf5\uac1c \u2192 3\ub144 \ub9cc\uc5d0 78\ubc88 \ud310\uc744 \ub0c4(2024\ub144 40\ubc88, 2025\ub144 24\ubc88, \uc62c\ud574 12\ubc88). \uc9c0\uae08 v0.32.4, \uc544\uc9c1 1.0 \uc804<\/li>\n\n\n\n<li>2025\ub144 CUDA \ubc31\uc5d4\ub4dc \u2192 \ub9e5\uc5d0\uc11c \uc9dc\uace0 \uc5d4\ube44\ub514\uc544\uc5d0\uc11c \ub3cc\ub9ac\ub294 \uac83\ub3c4 \ub428. \uc560\ud50c\uc774 \uac1c\ubc1c\ube44 \uc77c\ubd80\ub97c \ub304\ub2e4\ub294 \ubcf4\ub3c4\ub3c4 \uc788\uc74c<\/li>\n\n\n\n<li>2025\ub144 12\uc6d4 macOS 26.2 \u2192 \uc36c\ub354\ubcfc\ud2b8 5\ub85c \ub9e5 \uc5ec\ub7ec \ub300 \ubb36\uae30(RDMA), M5 \ub274\ub7f4 \uac00\uc18d\uae30 \uc9c0\uc6d0. \uc560\ud50c \ubc1c\ud45c\ub85c \ud589\ub82c \uc5f0\uc0b0\uc774 M4\ubcf4\ub2e4 \uc57d 4\ubc30<\/li>\n\n\n\n<li>2026\ub144 3\uc6d4 Ollama\uac00 MLX \uc5d4\uc9c4\uc73c\ub85c \ubc14\uafc8 \u2192 \ub2f5 \uc4f0\ub294 \uc18d\ub3c4\uac00 \ucd08\ub2f9 58\ud1a0\ud070\uc5d0\uc11c 112\ud1a0\ud070\uc73c\ub85c(Ollama \uce21\uc815)<\/li>\n\n\n\n<li>2026\ub144 6\uc6d4 WWDC \u2192 \uc560\ud50c\uc774 &#8220;Ollama\u00b7LM Studio\ub3c4 \uc774\ubbf8 MLX \uc704\uc5d0\uc11c \ub3c8\ub2e4&#8221;\uace0 \ub9d0\ud568. Core ML \ud6c4\uacc4\uc778 Core AI\ub3c4 \ubc1c\ud45c<\/li>\n\n\n\n<li>\ub9e5\uc5d0\uc11c MLX \uc124\uce58 \uc218 \u2192 5\uc6d4 60\ub9cc\uc5d0\uc11c 10\uc6d4 115\ub9cc, \ubc18\ub144 \ub9cc\uc5d0 \ub450 \ubc30<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"760\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart9-mlx-gap-growth.png\" alt=\"\" class=\"wp-image-4921\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart9-mlx-gap-growth.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart9-mlx-gap-growth-150x48.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart9-mlx-gap-growth-768x243.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart9-mlx-gap-growth-1536x486.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart9-mlx-gap-growth-2048x649.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EA%B8%B0%EC%88%A0_%EA%B2%A9%EC%B0%A8_%EC%96%BC%EB%A7%88%EB%82%98_%EB%82%A8%EC%95%98%EB%82%98\"><\/span>\uae30\uc220 \uaca9\ucc28, \uc5bc\ub9c8\ub098 \ub0a8\uc558\ub098<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac74 \uc138 \uac08\ub798\ub85c \ub098\ub220\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \ud070 \ubaa8\ub378 \ud559\uc2b5.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\ub294 \ubabb \ub530\ub77c\uc7a1\ub294 \uac8c \uc544\ub2c8\ub77c \uc560\ucd08\uc5d0 \uc548 \uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HBM\ub3c4 NVLink\ub3c4 \uc5c6\ub294 \uae30\uacc4\ub85c \uc218\ub9cc \uc7a5\uc9dc\ub9ac \ud559\uc2b5\uc740 \ubabb \ud558\uac70\ub4e0\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc544\ub2c8\ub77c \ud558\ub4dc\uc6e8\uc5b4 \ubb38\uc81c\ub77c MLX\uac00 \uc88b\uc544\uc838\ub3c4 \uc548 \uc881\ud600\uc9d1\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc9f8, \uac1c\uc778\uc774 \ub3cc\ub9ac\ub294 \ucd94\ub860.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\ub294 \uc774\ubbf8 \uc4f8 \ub9cc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud070 \ubaa8\ub378\uc740 \uc624\ud788\ub824 \ub9e5\uc774 \ub0ab\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"634\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table07.png\" alt=\"\" class=\"wp-image-4928\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table07.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table07-150x40.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table07-768x203.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table07-1536x406.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table07-2048x541.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ub9ac\ud558\uba74 \ubaa8\ub378\uc774 32GB \uc548\uc5d0 \ub4e4\uc5b4\uac00\uba74<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uac00 \ub2f5 \uc4f0\uae30\ub294 2\ubc30, \uc9c8\ubb38 \uc77d\uae30\ub294 3~4\ubc30 \ube60\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ubaa8\ub378\uc774 \ucee4\uc9c0\uac70\ub098 \ubb38\ub9e5\uc774 \uae38\uc5b4\uc9c0\uba74 \ub9e5\ub9cc \ub3cc\uc544\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0a8\uc740 \uc57d\uc810\uc740 \uc9c8\ubb38 \uc77d\uae30(\ud504\ub9ac\ud544) \uc18d\ub3c4\uc778\ub370 M5\uc5d0\uc11c \ud06c\uac8c \uc88b\uc544\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c \uc0dd\uac01\uc5d4 \ud55c\ub450 \uc138\ub300(2027~28\ub144)\uba74 \uc77c\uc0c1\uc801\uc73c\ub85c \uc4f0\ub294 \ub370\uc11c\ub294 \uccb4\uac10 \ucc28\uc774\uac00 \uac70\uc758 \uc5c6\uc5b4\uc9c8 \uac83 \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \uc774\uac74 \uc81c \ucd94\uc815\uc785\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc14b\uc9f8, \uac1c\uc778 \uacf5\ubd80\ub791 \ubbf8\uc138\uc870\uc815.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">MLX\ub85c LoRA \uac19\uc740 \uac00\ubcbc\uc6b4 \ubbf8\uc138\uc870\uc815\uc740 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ub17c\ubb38 \ucf54\ub4dc, \uac15\uc758, \ud29c\ud1a0\ub9ac\uc5bc\uc774 \uac70\uc758 \ub2e4 PyTorch+CUDA\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">PyTorch\uc758 \ub9e5 \uc9c0\uc6d0(MPS)\ub3c4 \uc544\uc9c1 64\ube44\ud2b8 \uc2e4\uc218 \uc5f0\uc0b0\uc774 \uc548 \ub418\uace0 \ube60\uc9c4 \uc5f0\uc0b0\uc774 \ub0a8\uc544 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub098\ub9c8 9\uc6d4\uc5d0 \ub098\uc628 PyTorch 2.14\uc5d0\uc11c \ub9e5 \ucabd \uc0dd\uc131 \uc18d\ub3c4\uac00 8.5\ubc30 \ub290\ub824\uc9c0\ub358 \ubb38\uc81c\ub97c \uace0\ucce4\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \uc774 \uaca9\ucc28\ub294 \uae30\uc220\ubcf4\ub2e4 \uc0dd\ud0dc\uacc4 \ubb38\uc81c\ub77c \uba87 \ub144\uc740 \uac08 \uac83 \uac19\uc2b5\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c &#8220;\uc5bc\ub9c8\ub098 \ub0a8\uc558\ub0d0&#8221;\uc5d0 \ub300\ud55c \uc81c \ub2f5\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac1c\uc778 \ucd94\ub860: \uc774\ubbf8 \uac70\uc758 \ub530\ub77c\uc7a1\uc74c. 1~2\uc138\ub300\uba74 \uccb4\uac10 \ucc28\uc774 \uc5c6\uc744 \ub4ef<\/li>\n\n\n\n<li>\uac1c\uc778 \uacf5\ubd80\u00b7\ubbf8\uc138\uc870\uc815: \uc0dd\ud0dc\uacc4 \ucc28\uc774 \ub54c\ubb38\uc5d0 \uba87 \ub144<\/li>\n\n\n\n<li>\ub300\ud615 \ud559\uc2b5: \uc560\ud50c\uc774 \uac08 \uc0dd\uac01\uc774 \uc5c6\ub294 \uc601\uc5ed<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AI%EA%B0%80_%EB%8C%80%EC%8B%A0_%EC%98%AE%EA%B2%A8_%EC%A3%BC%EB%A9%B4_%EC%97%AD%EC%A0%84%EB%90%A0%EA%B9%8C\"><\/span>AI\uac00 \ub300\uc2e0 \uc62e\uaca8 \uc8fc\uba74 \uc5ed\uc804\ub420\uae4c?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uc11c \uc81c\uac00 \ud558\ub098 \ub354 \ud574 \ubcf8 \uc0dd\uac01\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 MLX\uac00 \ubc00\ub9ac\ub294 \uc81c\uc77c \ud070 \uc774\uc720\ub294 \uacb0\uad6d \ucf54\ub4dc\uc796\uc544\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub17c\ubb38 \ucf54\ub4dc, \uac15\uc758, \ud29c\ud1a0\ub9ac\uc5bc\uc774 \uc804\ubd80 PyTorch+CUDA\ub85c \ub3fc \uc788\uc73c\ub2c8\uae4c\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 AI\uac00 \uadf8 \ucf54\ub4dc\ub97c MLX\ub85c \uc54c\uc544\uc11c \uc62e\uaca8 \uc900\ub2e4\uba74?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62e\uae30\ub294 \uc218\uace0\uac00 \uac70\uc758 0\uc774 \ub418\uba74 \uc5ed\uc804\ub3c4 \uac00\ub2a5\ud558\uc9c0 \uc54a\uc744\uae4c.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc3e\uc544\ubcf4\ub2c8 \ubc29\ud5a5\uc740 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ud5c8\uae45\ud398\uc774\uc2a4 \ubaa8\ub378\uc744 MLX\ub85c \ubc14\uafb8\ub294 \uac74 \uc774\ubbf8 \uba85\ub839\uc5b4 \ud55c \uc904(mlx_lm.convert)\uc774\uba74 \ub428<\/li>\n\n\n\n<li>MLX \ucabd \ub3c4\uad6c(mlx-vlm)\ub294 \uc0c8 \ubaa8\ub378\uc744 \uc62e\uaca8 \uc8fc\ub294 AI \uc5d0\uc774\uc804\ud2b8\uc6a9 \uc548\ub0b4\uc11c\uae4c\uc9c0 \ub9cc\ub4e4\uc5b4 \ub460. mlx-lm\uc740 AI\uac00 \uc9e0 \ucf54\ub4dc\ub3c4 \ubc1b\ub294\ub2e4\uace0 \uaddc\uce59\uc5d0 \uc801\uc5b4 \ub460(AI\ub97c \uc37c\ub2e4\uace0 \ubc1d\ud788\uae30\ub9cc \ud558\uba74)<\/li>\n\n\n\n<li>AI\uac00 GPU \uc5f0\uc0b0 \ucf54\ub4dc(\ucee4\ub110)\ub97c \uc9dc\ub294 \uc2e4\ub825\ub3c4 \ube60\ub974\uac8c \ub298\uc5c8\uc74c. \uc5d4\ube44\ub514\uc544 \uc2e4\ud5d8\uc5d0\uc11c \ub525\uc2dc\ud06c R1\ud55c\ud14c \ubb38\uc81c\ub2f9 15\ubd84\uc529 \uc0dd\uac01\ud560 \uc2dc\uac04\uc744 \uc8fc\ub2c8 \uae30\ucd08 \ub2e8\uacc4 \ubb38\uc81c\ub294 100%, \uc911\uac04 \ub2e8\uacc4\ub294 96%\ub97c \ub9de\uac8c \uc9ec<\/li>\n\n\n\n<li>AI \ud3c9\uac00 \uae30\uad00 METR \uce21\uc815: \uc5d0\uc774\uc804\ud2b8\ub85c \uc9e0 \ucee4\ub110\uc774 \ud3c9\uade0 1.8\ubc30 \ube68\ub790\uace0 \uacfc\uc81c\ub2f9 \ube44\uc6a9\uc740 \uc57d 20\ub2ec\ub7ec<\/li>\n\n\n\n<li>\uad6c\uae00 \ub0b4\ubd80 \ub300\uaddc\ubaa8 \ucf54\ub4dc \uc774\uc804\uc5d0\uc11c\ub294 \ubc14\ub010 \ucf54\ub4dc\uc758 80%\ub97c AI\uac00 \uc37c\uace0 \uc2dc\uac04\uc740 \uc808\ubc18\ucbe4 \uc904\uc5c8\ub2e4\uace0 \ud568(\uc5d4\uc9c0\ub2c8\uc5b4\ub4e4 \uc790\uccb4 \ucd94\uc815)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc5ed\uc804\uae4c\uc9c0 \uac00\ub824\uba74 \uac78\ub9ac\ub294 \uac8c \uc138 \uac1c \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \ud2c0\ub9b0 \ucf54\ub4dc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6d0\ub798 KernelBench \uc2dc\ud5d8\uc5d0\uc11c AI\uac00 \uc9e0 \ucf54\ub4dc\uac00 PyTorch \uae30\ubcf8 \uc18d\ub3c4\ub97c \ub530\ub77c\uc7a1\uac70\ub098 \ub118\uc740 \uac74 20%\ub3c4 \uc548 \ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\uce74\ub098AI\ub294 &#8220;\ucd5c\ub300 100\ubc30 \ube60\ub974\ub2e4&#8221;\uace0 \ud588\ub2e4\uac00 \ucc44\uc810 \ucf54\ub4dc \ud5c8\uc810\uc744 \ud30c\uace0\ub4e0 \uac78\ub85c \ub4dc\ub7ec\ub098 \uc0ac\uacfc\ud558\uae30\ub3c4 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uce69\ub9c8\ub2e4 \uc22b\uc790 \ucc98\ub9ac \ubc29\uc2dd\uc774 \uc870\uae08\uc529 \ub2ec\ub77c\uc11c &#8220;\ub3cc\uc544\uac00\uae34 \ud558\ub294\ub370 \ub2f5\uc774 \ud2c0\ub9b0&#8221; \ucf54\ub4dc\uac00 \ub098\uc62c \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \uc62e\uae30\ub294 \uac74 AI\uac00 \ud574\ub3c4 \ub9de\ub294\uc9c0 \ud655\uc778\ud558\ub294 \uac74 \uc544\uc9c1 \uc0ac\ub78c \ubaab\uc785\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc9f8, \ud558\ub4dc\uc6e8\uc5b4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucf54\ub4dc\ub294 AI\uac00 \uc62e\uaca8 \uc918\ub3c4 \ud1b5\ub85c \ud3ed\uc740 \ubabb \uc62e\uaca8 \uc90d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">M5 \uc6b8\ud2b8\ub77c \ub300\uc5ed\ud3ed\uc740 B300\uc758 7\ubd84\uc758 1, \ub8e8\ube48\uc758 16\ubd84\uc758 1\uc774\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uce69\ub07c\ub9ac \uc787\ub294 \uc18d\ub3c4\ub294 NVLink\uc758 200\ubd84\uc758 1 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">=&gt; \uc18c\ud504\ud2b8\uc6e8\uc5b4\uac00 \uc544\ubb34\ub9ac \uc26c\uc6cc\uc838\ub3c4 \ud070 \ud559\uc2b5\uc774\ub791 \ub300\ud615 \uc11c\ube44\uc2a4\ub294 \ubabb \ub118\uc5b4\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc14b\uc9f8, \uc774\uac8c \uc81c\uc77c \uc911\uc694\ud55c\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62e\uae30\uae30\uac00 \uc26c\uc6cc\uc9c0\uba74 \uc560\ud50c\ub9cc \uc88b\uc740 \uac8c \uc544\ub2c8\ub77c \uc5d4\ube44\ub514\uc544\uac00 \uc544\ub2cc \ubaa8\ub4e0 \uce69\uc774 \ub611\uac19\uc774 \uc88b\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00 TPU, \uc544\ub9c8\uc874 \ud2b8\ub808\uc774\ub2c8\uc5c4, AMD, \uc624\ud508AI \ud560\ub77c\ud53c\ub1e8 \uc804\ubd80\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac8c\ub2e4\uac00 \uc774\ucabd\uc740 HBM\ub3c4 \uc788\uace0 \uce69 \uc218\ucc9c \uac1c\ub97c \ud55c \ubc88\uc5d0 \ubb36\uc744 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e4\uc81c\ub85c \uc564\ud2b8\ub85c\ud53d\uc740 TPU\ub97c \uc57d 100\ub9cc \uac1c \ud655\ubcf4\ud588\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00\uc740 PyTorch\ub97c TPU\uc5d0\uc11c \uadf8\ub300\ub85c \ub3cc\ub9ac\ub294 \uae38\uc744 \uc5f4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \uc774\ub4dd\uc744 \uba3c\uc800 \ubcf4\ub294 \uac74 MLX\uac00 \uc544\ub2c8\ub77c TPU \uac19\uc740 \ub9de\ucda4\ud615 \uce69\uc785\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c \uc81c \uc0dd\uac01\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130\uc13c\ud130: MLX\uac00 PyTorch\ub97c \uc5ed\uc804\ud558\ub294 \uadf8\ub9bc\uc740 \uc548 \ub098\uc634. \ub300\uc2e0 &#8220;\uc5b4\ub5a4 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uc4f0\ub290\ub0d0&#8221;\uac00 \uc810\uc810 \ub35c \uc911\uc694\ud574\uc9d0 =&gt; CUDA \ud574\uc790\uac00 \ub354 \ube68\ub9ac \uc587\uc544\uc9d0<\/li>\n\n\n\n<li>\ub9e5 \uc548: \uc5ed\uc804 \uac00\ub2a5. \ub9e5\uc5d0\uc11c \uc124\uce58 \uc218\uac00 PyTorch 305\ub9cc \ub300 MLX 115\ub9cc\uc73c\ub85c 2.7\ubc30 \ucc28\uc774\uc778\ub370 MLX\ub294 \ubc18\ub144 \ub9cc\uc5d0 \ub450 \ubc30\uac00 \ub410\uc2b5\ub2c8\ub2e4. \uc774 \uc18d\ub3c4\uac00 \uc774\uc5b4\uc9c0\uace0 PyTorch\uac00 \uc81c\uc790\ub9ac\ub77c\uba74 1\ub144 \uc548\ucabd\uc5d0\ub3c4 \ub4a4\uc9d1\ud790 \uc218 \uc788\ub294 \uc22b\uc790\uc785\ub2c8\ub2e4 \u2192 \ub2e8\uc21c \uacc4\uc0b0\uc774\uc9c0 \uc608\uce21\uc740 \uc544\ub2d9\ub2c8\ub2e4<\/li>\n\n\n\n<li>\uc7ac\ubbf8\uc788\ub294 \uac74 MLX\uc5d0\ub3c4 CUDA \ubc31\uc5d4\ub4dc\uac00 \uc788\ub2e4\ub294 \uac81\ub2c8\ub2e4. \uc62e\uae30\uae30\uac00 \uc26c\uc6cc\uc9c8\uc218\ub85d MLX\ub85c \uc9e0 \ucf54\ub4dc\uac00 \uc5d4\ube44\ub514\uc544 GPU\uc5d0\uc11c \ub3c4\ub294 \uc77c\ub3c4 \uac19\uc774 \uc26c\uc6cc\uc9d1\ub2c8\ub2e4<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \uc904\ub85c \ud558\uba74 \uc774\uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\uac00 \ucf54\ub4dc \uc62e\uae30\uae30\ub97c \uc27d\uac8c \ub9cc\ub4e4\uba74 CUDA\ub294 \ud655\uc2e4\ud788 \ub354 \ube68\ub9ac \uae4e\uc774\ub294\ub370, \uadf8 \ube48\uc790\ub9ac\ub97c \uba3c\uc800 \ucc28\uc9c0\ud558\ub294 \uac74 MLX\uac00 \uc544\ub2c8\ub77c HBM \ub2e8 \ub9de\ucda4\ud615 \uce69\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EA%B0%9C%EC%9D%B8%EC%9D%B4_%EA%B5%AC%EC%B6%95%ED%95%98%EB%A0%A4%EB%A9%B4_%EC%96%BC%EB%A7%88%EB%82%98_%EB%93%9C%EB%82%98\"><\/span>\uac1c\uc778\uc774 \uad6c\ucd95\ud558\ub824\uba74 \uc5bc\ub9c8\ub098 \ub4dc\ub098<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"675\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table08.png\" alt=\"\" class=\"wp-image-4929\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table08.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table08-150x42.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table08-768x216.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table08-1536x432.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table08-2048x576.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5b4\ub9bc\uc73c\ub85c 4\ube44\ud2b8\ub85c \uc904\uc774\uba74 \ud30c\ub77c\ubbf8\ud130 10\uc5b5 \uac1c\ub2f9 \uba54\ubaa8\ub9ac\uac00 0.6GB\ucbe4 \ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">700\uc5b5\uc9dc\ub9ac\uba74 40GB \ub118\uac8c \ud544\uc694\ud558\ub2e4\ub294 \uac70\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9e5 \uc5ec\ub7ec \ub300\ub97c \uc36c\ub354\ubcfc\ud2b8\ub85c \ubb36\uc5b4 \uc8fc\ub294 exo \uac19\uc740 \ub3c4\uad6c\ub3c4 \uc788\uc2b5\ub2c8\ub2e4(GitHub \ubcc4 4.8\ub9cc).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uae30\ub3c4 \ucc28\uc774\uac00 \ub0a9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">RTX 5090 \ud55c \uc7a5\uc774 575W\uc778\ub370 \ub9e5 \uc2a4\ud29c\ub514\uc624 4\ub300 \ubb36\uc74c\uc774 250W\ub3c4 \uc548 \uc37c\uc73c\ub2c8\uae4c\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ubb38\uc81c\ub294 \uba54\ubaa8\ub9ac \uac12\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">512GB \ub9e5 \uc2a4\ud29c\ub514\uc624\ub294 D\ub7a8 \ubd80\uc871 \ub54c \ud55c\ub3d9\uc548 \uc0ac\uc591\uc5d0\uc11c \uc0ac\ub77c\uc84c\ub2e4\uac00 22,299\ub2ec\ub7ec\ub85c \ub3cc\uc544\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">96GB\uc5d0\uc11c 512GB\ub85c \uc62c\ub9ac\ub294 \uac12\ub9cc 1\ub9cc 5,500\ub2ec\ub7ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EA%B0%9C%EC%9D%B8_AI%EC%9D%98_%EB%AF%B8%EB%9E%98\"><\/span>\uac1c\uc778 AI\uc758 \ubbf8\ub798<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uac00 \uadf8\ub824 \ubcf4\ub294 \uadf8\ub9bc\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9d1\uc5d0 \ub9e5 \ubbf8\ub2c8\ub4e0 \ubb50\ub4e0 AI \uc11c\ubc84 \ud55c \ub300\uac00 24\uc2dc\uac04 \ub3cc\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 \uc704\uc5d0\uc11c \ub0b4 \uc5d0\uc774\uc804\ud2b8\uac00 \uba54\uc77c \uc815\ub9ac\ud558\uace0, \uc77c\uc815 \uc7a1\uace0, \uc790\ub8cc\ub97c \ucc3e\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c4\uc9dc \uc5b4\ub824\uc6b4 \uc77c\ub9cc \ud074\ub77c\uc6b0\ub4dc\uc758 \ud070 \ubaa8\ub378\ud55c\ud14c \ub118\uae30\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c\uc740 \uc774\ubbf8 \uc774\ub807\uac8c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\uae30 \uc548 \ubaa8\ub378 \u2192 \uc560\ud50c \uc790\uccb4 \uc11c\ubc84(\ud504\ub77c\uc774\ube57 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud2b8) \u2192 \uc81c\ubbf8\ub098\uc774 \uc21c\uc73c\ub85c \ub118\uae30\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">WWDC26\uc5d0\uc11c\ub294 \uc571\uc774 \ud074\ub85c\ub4dc\ub098 \uc81c\ubbf8\ub098\uc774 \uac19\uc740 \ubc14\uae65 \ubaa8\ub378\ub3c4 \ubd80\ub97c \uc218 \uc788\uac8c \uc5f4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac8c \uc65c \uac00\ub2a5\ud574\uc84c\ub0d0\uba74<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc624\ud508 \ubaa8\ub378\uc774 \ucd5c\uc0c1\uc704 \ud3d0\uc1c4\ud615 \ubaa8\ub378 \ubc14\ub85c \ubc11\uae4c\uc9c0 \ub530\ub77c\uc654\uace0(\ub300\ubd80\ubd84 \uc911\uad6d \ubaa8\ub378\uc774\uae34 \ud568)<\/li>\n\n\n\n<li>24\uc2dc\uac04 \ub3cc\uc544\uac00\ub294 \uc5d0\uc774\uc804\ud2b8\uac00 \ub298\uc5c8\uace0<\/li>\n\n\n\n<li>\ub0b4 \ub370\uc774\ud130\ub97c \ubc16\uc5d0 \uc548 \ubcf4\ub0b4\uace0 \uc2f6\uc740 \uc0ac\ub78c\ub3c4 \ub9ce\uace0<\/li>\n\n\n\n<li>\uad6c\ub3c5\ub8cc\ub3c4 \uc313\uc774\uba74 \uaf64 \ub418\uac70\ub4e0\uc694<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uac78\ub9bc\ub3cc\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uba54\ubaa8\ub9ac \uac12<\/li>\n\n\n\n<li>\uc804\uae30, \uc18c\uc74c, \uad00\ub9ac\ud558\ub294 \uc218\uace0<\/li>\n\n\n\n<li>\ucd5c\uc0c1\uc704 \ubaa8\ub378\uacfc\uc758 \uaca9\ucc28<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\uba74 \uc774\uac8c \uc774 \uae00\uc758 \uc9c8\ubb38\uc774\ub791 \ubb34\uc2a8 \uc0c1\uad00\uc774\ub0d0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\uad00\uc774 \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \ucd94\ub860 \uc218\uc694 \uc77c\ubd80\uac00 \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \uc9d1\uc73c\ub85c \uc62e\uaca8 \uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">=&gt; \ub370\uc774\ud130\uc13c\ud130 GPU \uc784\ub300 \uc218\uc694\uac00 \ub35c \ub298\uace0 =&gt; 7\uc7a5\uc758 GPU \uac12 \uace0\ub9ac\ub97c \ub204\ub974\ub294 \ucabd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc9f8, \uadf8\ub798\ub3c4 AI \uc4f0\ub294 \uc591 \uc790\uccb4\uac00 \ub298\uc5b4\uc11c \uc804\uccb4 \ud30c\uc774\ub294 \ucee4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc14b\uc9f8, \ucc98\uc74c\uc5d0 \ud588\ub358 \uc81c \uc9c1\uac10\uc774 \ub2e4\ub978 \ud310\uc5d0\uc11c\ub294 \ub9de\uc744 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c\uc740 \uc11c\ubc84\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub97c \uc774\uae30\ub294 \uac8c \uc544\ub2c8\ub77c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc11c\ubc84\uac00 \ud544\uc694 \uc5c6\ub294 \uc77c\uc744 \ub298\ub824\uc11c \uc774\uae30\ub294 \ucabd\uc77c\uc9c0\ub3c4 \ubaa8\ub974\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub137\uc9f8, \uac1c\uc778 AI\ub294 \uba54\ubaa8\ub9ac\ub97c \uc5c4\uccad \uba39\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">=&gt; HBM\uc774 \uc544\ub2c8\uc5b4\ub3c4 D\ub7a8 \uc218\uc694\uac00 \ub290\ub294 \uac70\ub77c \ud55c\uad6d \uba54\ubaa8\ub9ac\uc5d4 \ub098\uc05c \uc598\uae30\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_GPU_%EA%B0%92%EC%9D%80_%EB%AC%B4%EB%84%88%EC%A7%88%EA%B9%8C\"><\/span>7. GPU \uac12\uc740 \ubb34\ub108\uc9c8\uae4c<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uba3c\uc800 \ube45\ud14c\ud06c\uac00 GPU\ub97c \uba87 \ub144\uc9dc\ub9ac \uc790\uc0b0\uc73c\ub85c \ubcf4\uace0 \uc788\ub294\uc9c0\ubd80\ud130 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"840\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table09.png\" alt=\"\" class=\"wp-image-4930\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table09.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table09-150x53.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table09-768x269.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table09-1536x538.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table09-2048x717.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2020\ub144 \uc774\ud6c4 \uc774\ub7f0 \ubcc0\uacbd 17\ubc88 \uc911\uc5d0 16\ubc88\uc774 \ub0b4\uc6a9\uc5f0\uc218\ub97c \ub298\ub9b0 \ucabd\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc904\uc778 \uac74 \uc544\ub9c8\uc874 2025\ub144 \ud55c \ubc88\ubfd0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0b4\uc6a9\uc5f0\uc218\ub97c \ub298\ub9ac\uba74 \ubb50\ub2e4?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ud574 \ube44\uc6a9\uc774 \uc904\uace0 \uc774\uc775\uc774 \ucee4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub298\ub9b4 \ub54c\ub9c8\ub2e4 \uadf8\ud574 \uc21c\uc774\uc775\uc774 4% \ub0a8\uc9d3 \uc62c\ub77c\uac14\ub2e4\ub294 \uc9d1\uacc4\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\ud310\ub3c4 \uc149\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\ud074 \ubc84\ub9ac\ub294 2025\ub144 11\uc6d4\uc5d0 \ube45\ud14c\ud06c\ub4e4\uc774 2026~2028\ub144 \uac10\uac00\uc0c1\uac01\uc744 \ud569\uccd0 \uc57d 1,760\uc5b5 \ub2ec\ub7ec \uc801\uac8c \uc7a1\uc744 \uac70\ub77c\uace0 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9d0 \ucc44\ub178\uc2a4\ub294 GPU \uc2e4\uc81c \uc218\uba85\uc744 2~3\ub144\uc73c\ub85c \ubcf4\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9ac\uc11c\uce58\uc5b4\ud544\ub9ac\uc5d0\uc774\uce20\ub3c4 \uacbd\uc81c\uc801 \uc218\uba85\uc744 \uc57d 3\ub144\uc73c\ub85c \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">JP\ubaa8\uac74\uc790\uc0b0\uc6b4\uc6a9\uc740 2023\ub144 \uc774\ud6c4 \uc0b0 GPU\ub791 \ub124\ud2b8\uc6cc\ud06c \uc7a5\ube44\ub97c 3\ub144\uc9dc\ub9ac\ub85c \ub2e4\uc2dc \uacc4\uc0b0\ud558\uba74<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 \uc8fc\ub2f9\uc21c\uc774\uc775\uc774 \uc544\ub9c8\uc874\u00b7\uba54\ud0c0\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uc57d 7%, \uc54c\ud30c\ubcb3 6%, \uc624\ub77c\ud074\uc740 17% \uc904\uc5b4\ub4e0\ub2e4\uace0 \ucd94\uc815\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uae4c\uc9c0\ub294 \uc81c \uac00\uc124 \ud3b8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc2e4\uc81c \uac00\uaca9\uc740 \ubc18\ub300\ub85c \uac14\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>H100 \ud55c \uc7a5 \ud55c \uc2dc\uac04 \ube4c\ub9ac\ub294 \uac12(\uc2e4\ub9ac\ucf58\ub370\uc774\ud130 \uc9c0\uc218): 2025\ub144 12\uc6d4 2.00\ub2ec\ub7ec \u2192 2026\ub144 10\uc6d4 \ub9d0 2.9\ub2ec\ub7ec \uc548\ud30e. 40% \ub118\uac8c \uc624\ub984<\/li>\n\n\n\n<li>\ub098\uc628 \uc9c0 6\ub144 \ub41c A100\ub3c4 \uc2dc\uac04\ub2f9 1.3~1.4\ub2ec\ub7ec\uc5d0 \uc5ec\uc804\ud788 \ube4c\ub824 \uac10<\/li>\n\n\n\n<li>\uc911\uace0 H100 8\uc7a5\uc9dc\ub9ac \uc11c\ubc84: \ub9e4\ubb3c \uae30\uc900 \uc57d 19\ub9cc 5\ucc9c \ub2ec\ub7ec, \uc0c8\uac83\uc758 \uc57d 58%<\/li>\n\n\n\n<li>\ucf54\uc5b4\uc704\ube0c: \uacc4\uc57d \ub05d\ub09c H100\uc744 \uc6d0\ub798 \uac12\uc758 \uc57d 95%\uc5d0 \ub2e4\uc2dc \ube4c\ub824\uc92c\ub2e4\uace0 \ud568(\ud68c\uc0ac \uc8fc\uc7a5)<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"800\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart4-h100-rent.png\" alt=\"\" class=\"wp-image-4916\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart4-h100-rent.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart4-h100-rent-150x50.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart4-h100-rent-768x256.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart4-h100-rent-1536x512.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart4-h100-rent-2048x683.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><figcaption class=\"wp-element-caption\">\ub5a8\uc5b4\uc9c4\ub2e4\uba70..<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">GPU \uac12\uc740 \uc9c0\uae08 \ubb34\ub108\uc9c0\ub294 \uac8c \uc544\ub2c8\ub77c \uc624\ub974\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc65c \uadf8\ub7ec\ub0d0\uace0\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\uc790\ub77c\ub2c8\uae4c\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba54\ubaa8\ub9ac \ubaa8\uc790\ub77c\uace0, \ud328\ud0a4\uc9d5 \ubaa8\uc790\ub77c\uace0, \uc804\uae30\uac00 \ubaa8\uc790\ub78d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \ucd5c\ub300 \uc804\ub825\ub9dd PJM\uc758 \uc6a9\ub7c9 \uac00\uaca9\uc740 2024\/25\ub144 MW\ub2f9 \ud558\ub8e8 28.92\ub2ec\ub7ec\uc5d0\uc11c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\/27\ub144 329.17\ub2ec\ub7ec(\uc0c1\ud55c)\ub85c \ub6f0\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc774\uac74 &#8220;\ubaa8\uc790\ub77c\uc11c&#8221; \ubc84\ud2f0\ub294 \uac00\uaca9\uc774\uc9c0 GPU\uac00 \uc6d0\ub798 \uadf8\ub9cc\ud07c \uc624\ub798 \uac12\uc744 \ud574\uc11c \ubc84\ud2f0\ub294 \uac00\uaca9\uc774 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub9ac\uace0 \uc61b\ub0a0 GPU\uc758 \uac00\uc7a5 \ud070 \uc801\uc740 \uad6c\uae00\ub3c4 \uc560\ud50c\ub3c4 \uc544\ub2c8\ub77c \ubc14\ub85c \uc5d4\ube44\ub514\uc544 \uc790\uc2e0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc820\uc2a8 \ud669\uc740 \uac19\uc740 1GW \ub370\uc774\ud130\uc13c\ud130\ub85c \ub0bc \uc218 \uc788\ub294 \ub9e4\ucd9c\uc744<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud638\ud37c 180\uc5b5 \ub2ec\ub7ec, \uadf8\ub808\uc774\uc2a4 \ube14\ub799\uc6f0 250\uc5b5 \ub2ec\ub7ec, \ubca0\ub77c \ub8e8\ube48 400\uc5b5 \ub2ec\ub7ec\ub85c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uae30\uac00 \ubcd1\ubaa9\uc778 \uc138\uc0c1\uc5d0\uc11c \ub370\uc774\ud130\uc13c\ud130 \uc8fc\uc778\uc740 \uc640\ud2b8\ub2f9 \ub3c8\uc744 \uc81c\uc77c \ub9ce\uc774 \ubc84\ub294 \uce69\uc744 \uc6d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c8 \uce69\uc774 \uc640\ud2b8\ub2f9 \ub450 \ubc30\ub97c \ubc8c\uba74 \uba40\uca61\ud788 \ub3cc\uc544\uac00\ub294 \uc61b\ub0a0 \uce69\ub3c4 \ubf51\uc544\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc820\uc2a8 \ud669\uc774 \uc791\ub144 GTC\uc5d0\uc11c \uc790\uae30\ub97c &#8220;\ucd5c\uace0 \ub9e4\ucd9c \ud30c\uad34\uc790&#8221;\ub77c\uace0 \ubd80\ub978 \uac8c \ub18d\ub2f4\ub9cc\uc740 \uc544\ub2cc \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 \uc138 \ubc88\uc9f8 \uace0\ub9ac\ub294 \uc774\ub807\uac8c \uace0\uccd0 \uc368\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud574\uc790\uac00 \ubb34\ub108\uc838\uc11c GPU \uac12\uc774 \ub5a8\uc5b4\uc9c0\ub294 \uac8c \uc544\ub2c8\ub77c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\uc774 \uc218\uc694\ub97c \ub530\ub77c\uc7a1\ub294 \uc21c\uac04 GPU \uac12\uc774 \ub5a8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TPU\u00b7ASIC \uacbd\uc7c1\uc740 \uadf8 \uacf5\uae09\uc744 \ub298\ub9ac\uace0 \ud1a0\ud070 \uac12\uc744 \ub04c\uc5b4\ub0b4\ub9ac\ub294 \ucabd\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacbd\uc7c1 \ub54c\ubb38\uc5d0 \uc5d4\ube44\ub514\uc544\uac00 \uc0c8 \uce69 \uac12\uc744 \ub0b4\ub9ac\uae30\ub77c\ub3c4 \ud558\uba74<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uc77c \uba3c\uc800 \ub9de\ub294 \uac74 \uc774\ubbf8 \uae54\ub824 \uc788\ub294 \uc61b\ub0a0 \uc5d4\ube44\ub514\uc544 \uce69\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 \uc21c\uac04\uc774 \uc5b8\uc81c\ub0d0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2027\ub144\uc5d0 \uc5ec\ub7ec \uc77c\uc774 \ud55c\uaebc\ubc88\uc5d0 \uacb9\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2023~24\ub144\uc5d0 \ub9fa\uc740 GPU \uc784\ub300 \uacc4\uc57d\uc774 2027\ub144\ubd80\ud130 \ub05d\ub098\uae30 \uc2dc\uc791 \u2192 \uac19\uc740 \uac12\uc5d0 \uc7ac\uacc4\uc57d\ub418\ub294\uc9c0\uac00 \uccab \uc2dc\ud5d8<\/li>\n\n\n\n<li>\uc564\ud2b8\ub85c\ud53d TPU \uc57d 5GW, \uc624\ud508AI\u00b7\ube0c\ub85c\ub4dc\ucef4 \uce69 \uc57d 1.3GW, \ud2b8\ub808\uc774\ub2c8\uc5c43\uac00 2027\ub144\uc5d0 \ubcf8\uaca9\uc801\uc73c\ub85c \ub4e4\uc5b4\uc634(\ud68c\uc0ac \ubc1c\ud45c \uae30\uc900)<\/li>\n\n\n\n<li>\ub8e8\ube48 \uc6b8\ud2b8\ub77c\uac00 2027\ub144\uc5d0 \ub098\uc634<\/li>\n\n\n\n<li>\uba54\ubaa8\ub9ac \ubd80\uc871\uc740 2028\ub144\ucbe4 \ud480\ub9b0\ub2e4\ub294 \uc804\ub9dd\uc774 \ub9ce\uc74c<\/li>\n\n\n\n<li>FT \ubcf4\ub3c4\ub300\ub85c\uba74 \uc624\ud508AI\ub294 \uc0c8 \ub3c8 \uc5c6\uc774 2028\ub144 \ub118\uae30\uae30 \uc5b4\ub824\uc6c0<\/li>\n\n\n\n<li>6\uc7a5\uc5d0\uc11c \ubcf8 \uac83\ucc98\ub7fc \uac1c\uc778 AI\uac00 \ucd94\ub860 \uc218\uc694 \uc77c\ubd80\ub97c \uac00\uc838\uac10<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"840\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart5-risk-window.png\" alt=\"\" class=\"wp-image-4917\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart5-risk-window.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart5-risk-window-150x53.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart5-risk-window-768x269.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart5-risk-window-1536x538.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart5-risk-window-2048x717.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"8_%EA%B7%B8%EA%B2%8C_%EA%B8%88%EC%9C%B5%EC%9C%84%EA%B8%B0%EA%B0%80_%EB%90%98%EB%A0%A4%EB%A9%B4\"><\/span>8. \uadf8\uac8c \uae08\uc735\uc704\uae30\uac00 \ub418\ub824\uba74<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\ud488\uc774 \uaebc\uc9c4\ub2e4\uace0 \ub2e4 \uae08\uc735\uc704\uae30\uac00 \ub418\uc9c0\ub294 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2000\ub144 \ub2f7\ucef4 \ub54c \ub098\uc2a4\ub2e5\uc740 \uace0\uc810 \ub300\ube44 78% \ube60\uc84c\uace0 \uc2dc\uac00\ucd1d\uc561 \uc57d 5\uc870 \ub2ec\ub7ec\uac00 \ub0a0\uc544\uac14\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \uacbd\uae30\uce68\uccb4\ub294 8\uac1c\uc6d4(2001\ub144 3~11\uc6d4)\ub85c \ub05d\ub0ac\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc190\uc2e4\uc774 \uc8fc\ub85c \uc8fc\uc2dd\uc5d0\uc11c \ub0ac\uac70\ub4e0\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2008\ub144\uc740 \ub2ec\ub790\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube5a\uc774 \uc740\ud589 \uc7a5\ubd80 \ud55c\uac00\uc6b4\ub370 \uc788\uc5c8\uace0, \uce68\uccb4\ub294 18\uac1c\uc6d4\uc744 \uac14\uace0, \uc2e4\uc5c5\ub960\uc774 10%\uae4c\uc9c0 \uc62c\ub790\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 \ubb3c\uc5b4\uc57c \ud560 \uac74 \ud558\ub098\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;AI \uac70\ud488\uc758 \ube5a\uc740 \uc5b4\ub514 \uc788\ub098&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc3e\uc544\ubcf4\ub2c8 \ub2e4\uc12f \uad70\ub370\ucbe4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A0_%E2%80%9C%ED%98%84%EA%B8%88%EC%9C%BC%EB%A1%9C_%EC%82%B0%EB%8B%A4%E2%80%9D%EB%8D%98_%EB%B9%85%ED%85%8C%ED%81%AC%EA%B0%80_%EB%B9%9A%EC%9D%84_%EB%82%B4%EA%B8%B0_%EC%8B%9C%EC%9E%91%ED%96%88%EC%8A%B5%EB%8B%88%EB%8B%A4\"><\/span>\u2460 &#8220;\ud604\uae08\uc73c\ub85c \uc0b0\ub2e4&#8221;\ub358 \ube45\ud14c\ud06c\uac00 \ube5a\uc744 \ub0b4\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">3\ubd84\uae30\uc5d0 \uc54c\ud30c\ubcb3\uc740 \uc601\uc5c5\uc73c\ub85c 423\uc5b5 \ub2ec\ub7ec \ubc8c\uace0 \uc124\ube44\uc5d0 514\uc5b5 \ub2ec\ub7ec\ub97c \uc368\uc11c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc789\uc5ec\ud604\uae08\ud750\ub984\uc774 -91\uc5b5 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a5\uae30 \ubd80\ucc44\ub294 2025\ub144 \ub9d0 465\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 9\uc6d4 \ub9d0 1,251\uc5b5 \ub2ec\ub7ec\ub85c \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba54\ud0c0\ub3c4 3\ubd84\uae30 -21\uc5b5 \ub2ec\ub7ec, \uc544\ub9c8\uc874\uc740 \ucd5c\uadfc 12\uac1c\uc6d4 -424\uc5b5 \ub2ec\ub7ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud655\uc2e4\ud558\uac8c \ud604\uae08\uc73c\ub85c \ubc84\ud2f0\ub294 \uac74 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc815\ub3c4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube45\ud14c\ud06c \ud68c\uc0ac\ucc44 \ubc1c\ud589\uc740 2024\ub144 200\uc5b5 \ub2ec\ub7ec, 2025\ub144 1,360\uc5b5 \ub2ec\ub7ec\uc600\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144\uc5d4 9\uc6d4 \ucd08\uae4c\uc9c0\ub9cc 2,560\uc5b5 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"840\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart6-debt.png\" alt=\"\" class=\"wp-image-4918\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart6-debt.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart6-debt-150x53.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart6-debt-768x269.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart6-debt-1536x538.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart6-debt-2048x717.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A1_%EC%9E%A5%EB%B6%80_%EB%B0%96%EC%97%90%EB%8F%84_%EB%B9%9A%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\"><\/span>\u2461 \uc7a5\ubd80 \ubc16\uc5d0\ub3c4 \ube5a\uc774 \uc788\uc2b5\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">JP\ubaa8\uac74\uc790\uc0b0\uc6b4\uc6a9\uc740 \ube45\ud14c\ud06c\uac00 \uacf5\uc2dc\ud55c \ub370\uc774\ud130\uc13c\ud130 \uc784\ub300 \uc758\ubb34 \uc57d 1\uc870 4,000\uc5b5 \ub2ec\ub7ec \uc911<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc57d 1\uc870 1,000\uc5b5 \ub2ec\ub7ec\uac00 \uc7ac\ubb34\uc81c\ud45c \ubc16\uc5d0 \uc788\ub2e4\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b9\uc218\ubaa9\uc801\ubc95\uc778(SPV)\uc73c\ub85c \ub0b8 \ube5a\ub3c4 \uc57d 700\uc5b5 \ub2ec\ub7ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\ud45c\uac00 \uba54\ud0c0\uc758 \ud558\uc774\ud398\ub9ac\uc628(270\uc5b5 \ub2ec\ub7ec)\uc778\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube14\ub8e8\uc544\uc6b8\uc774 80%, \uba54\ud0c0\uac00 20%\ub97c \uac16\uace0 \uba54\ud0c0\uac00 \uc794\uc874\uac00\uce58\ub97c \ubcf4\uc99d\ud558\ub294 \uad6c\uc870\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A2_%EB%B9%9A%EC%9C%BC%EB%A1%9C_%EB%B2%84%ED%8B%B0%EB%8A%94_%EC%A4%91%EA%B0%84%EC%B8%B5%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\"><\/span>\u2462 \ube5a\uc73c\ub85c \ubc84\ud2f0\ub294 \uc911\uac04\uce35\uc774 \uc788\uc2b5\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ub77c\ud074\uc740 \ubd80\ucc44\uac00 \uc57d 1,250\uc5b5 \ub2ec\ub7ec\uc774\uace0 2026 \ud68c\uacc4\uc5f0\ub3c4 \uc789\uc5ec\ud604\uae08\ud750\ub984\uc774 -237\uc5b5 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7\uc6d4\uc5d0 S&amp;P\uac00 \uc2e0\uc6a9\ub4f1\uae09\uc744 \ud22c\uae30\ub4f1\uae09 \ubc14\ub85c \uc704\uc778 BBB-\ub85c \ub0b4\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc8fc\uc794\uace0 6,640\uc5b5 \ub2ec\ub7ec\uc758 \uc808\ubc18\ucbe4\uc774 \uc624\ud508AI \ubaab\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucf54\uc5b4\uc704\ube0c\ub294 \ub354 \uc544\uc2ac\uc544\uc2ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2\ubd84\uae30 \ub9e4\ucd9c 25\uc5b5 7,500\ub9cc \ub2ec\ub7ec\uc5d0 \uc21c\uc190\uc2e4 6\uc5b5 2,600\ub9cc \ub2ec\ub7ec\ub97c \ub0c8\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc21c\uc774\uc790\ube44\uc6a9\uc774 6\uc5b5 4,000\ub9cc \ub2ec\ub7ec\ub85c \uc190\uc2e4\uc774\ub791 \uac70\uc758 \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 \ub9e4\ucd9c\uc758 67%\uac00 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ud55c \uacf3\uc5d0\uc11c \ub098\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10\uc6d4 15\uc77c \ucf54\uc5b4\uc704\ube0c 5\ub144 CDS\ub294 \uc7a5\uc911 1,194bp\ub85c \uc0ac\uc0c1 \ucd5c\uace0\uc600\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2031~32\ub144 \ub9cc\uae30 \ud68c\uc0ac\ucc44\ub294 \uc561\uba74\uac00\uc758 76~81%(\uc218\uc775\ub960 15~16%)\uc5d0\uc11c \uac70\ub798\ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc27d\uac8c \uc774\uc57c\uae30\ud558\uba74 \uc2dc\uc7a5\uc774 \uc0ac\uc2e4\uc0c1 \ubd80\uc2e4\ucc44\uad8c\ucc98\ub7fc \ubcf4\uace0 \uc788\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A3_GPU_%EC%9E%90%EC%B2%B4%EB%A5%BC_%EB%8B%B4%EB%B3%B4%EB%A1%9C_%EC%9E%A1%EC%9D%80_%EB%8C%80%EC%B6%9C%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\"><\/span>\u2463 GPU \uc790\uccb4\ub97c \ub2f4\ubcf4\ub85c \uc7a1\uc740 \ub300\ucd9c\uc774 \uc788\uc2b5\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uac1c\ub41c \ud070 \uac70\ub798 25\uac74\ub9cc \ub354\ud574\ub3c4 \uc57d 653\uc5b5 \ub2ec\ub7ec\uc785\ub2c8\ub2e4(\uc57d\uc815 \ud55c\ub3c4 \uae30\uc900, \uc2e4\uc81c \uc804\uccb4\ub294 \ub354 \ud07c).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ucd5c\uadfc \ub300\ucd9c\uc740 GPU \uac00\uce58\ubcf4\ub2e4 \uace0\uac1d \uacc4\uc57d\uc5d0\uc11c \ub098\uc62c \ud604\uae08\uc744 \ubcf4\uace0 \uae08\uc561\uc744 \uc815\ud558\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacc4\uc57d\uc774 \uba40\uca61\ud558\uba74 \ubb38\uc81c\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uacc4\uc57d\uc774 \uae68\uc9c0\ub294 \uc21c\uac04 GPU\uac00 \uc9c4\uc9dc \ub2f4\ubcf4\uac00 \ub418\uace0 \uc587\uc740 \uc911\uace0 \uc2dc\uc7a5\uc5d0 \uc3df\uc544\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uac00 \ucc98\uc74c \ub5a0\uc62c\ub9b0 &#8220;GPU \uac12 \ubd95\uad34 =&gt; \uae08\uc735 \uc190\uc2e4&#8221; \uace0\ub9ac\uac00 \uc2e4\uc81c\ub85c \uc791\ub3d9\ud558\ub294 \ub370\uac00 \ubc14\ub85c \uc5ec\uae30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E2%91%A4_%EA%B7%B8_%EB%92%A4%EC%97%90_%EC%82%AC%EB%AA%A8%EC%8B%A0%EC%9A%A9%EC%9D%B4_%EC%9E%88%EC%8A%B5%EB%8B%88%EB%8B%A4\"><\/span>\u2464 \uadf8 \ub4a4\uc5d0 \uc0ac\ubaa8\uc2e0\uc6a9\uc774 \uc788\uc2b5\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \uc5f0\uc900\uc740 5\uc6d4 \uae08\uc735\uc548\uc815\ubcf4\uace0\uc11c\uc5d0\uc11c \uc0ac\ubaa8\uc2e0\uc6a9\uc744 \uc57d 1\uc870 4,000\uc5b5 \ub2ec\ub7ec\ub85c \uc7a1\uc558\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubd80 \ud380\ub4dc\uac00 \ud658\ub9e4\ub97c \ub9c9\uc558\ub2e4\uace0 \uc801\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc774 \uc0ac\ubaa8\uc2e0\uc6a9 \ud380\ub4dc\uc5d0 \ube4c\ub824\uc900 \ub3c8\ub3c4 \uacc4\uc18d \ub298\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubaa8\uac74\uc2a4\ud0e0\ub9ac\ub294 2028\ub144\uae4c\uc9c0 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ub4e4\uc5b4\uac08 2\uc870 9,000\uc5b5 \ub2ec\ub7ec \uc911<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1\uc870 5,000\uc5b5 \ub2ec\ub7ec\ub97c \ube45\ud14c\ud06c \ud604\uae08\ud750\ub984 \ubc16\uc5d0\uc11c \ub04c\uc5b4\uc640\uc57c \ud55c\ub2e4\uace0 \uacc4\uc0b0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac10\ub3c5\uae30\uad00\ub3c4 \uac19\uc740 \ub370\ub97c \ubcf4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">IMF\ub294 10\uc6d4 \ubcf4\uace0\uc11c\uc5d0\uc11c AI \uc790\uc0b0 \uc870\uc815\uc744 \uc138 \uac00\uc9c0 \uc8fc\uc694 \uc704\ud5d8 \uc911 \ud558\ub098\ub85c \uaf3d\uc558\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc601\ub780\uc740\ud589 \uae08\uc735\uc815\ucc45\uc704\uc6d0\ud68c\ub294 7\uc6d4\uc5d0 AI \uad00\ub828 \ucc28\uc785 \uc18d\ub3c4\uac00 &#8220;\uc804\ub840 \uc5c6\uace0 \ubd88\ud22c\uba85\ud558\ub2e4&#8221;\uba74\uc11c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac10\uac00\uc0c1\uac01 \uac00\uc815\uc774 \ud2c0\ub9b4 \uc704\ud5d8\uc744 \ub530\ub85c \uc9da\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EC%A0%9C%EC%9D%BC_%EB%8B%AE%EC%9D%80_%EA%B3%BC%EA%B1%B0_%ED%86%B5%EC%8B%A0_%EA%B1%B0%ED%92%88\"><\/span>\uc81c\uc77c \ub2ee\uc740 \uacfc\uac70: \ud1b5\uc2e0 \uac70\ud488<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">1999~2002\ub144 \ud1b5\uc2e0 \uac70\ud488\uc774 \uc81c\uc77c \uac00\uae5d\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub54c \ud1b5\uc2e0\uc0ac\ub4e4\uc740 5\ub144 \ub3d9\uc548 5,000\uc5b5 \ub2ec\ub7ec \ub118\uac8c \uae54\uc558\ub294\ub370 \ub300\ubd80\ubd84 \ube5a\uc774\uc5c8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2002\ub144\uc5d4 \uc5c5\uacc4 \ubd80\ucc44\uac00 \uc57d 1\uc870 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc44\uad8c\uc790\ub4e4\uc740 \uacb0\uad6d 20% \ub0a8\uc9d3 \ub3cc\ub824\ubc1b\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a5\ube44 \ud68c\uc0ac \ub8e8\uc2a8\ud2b8\ub294 \uc790\uae30 \uc7a5\ube44\ub97c \ud314\ub824\uace0 \uace0\uac1d\ud55c\ud14c \ub3c8\uc744 \ube4c\ub824\uc92c\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\uac00\ucd1d\uc561 2,580\uc5b5 \ub2ec\ub7ec\uae4c\uc9c0 \uac14\ub358 \uc8fc\uac00\uac00 0.55\ub2ec\ub7ec\uae4c\uc9c0 \ub5a8\uc5b4\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2\uc7a5\uc5d0\uc11c \ubcf8 \uc5d4\ube44\ub514\uc544\uc758 \ubcc0\ud654\uac00 \uc5ec\uae30\uc11c \uacb9\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c0\ubd84 \ud22c\uc790\ub294 \uc904\uc774\uace0 \uc9c0\uae09\ubcf4\uc99d\uc740 \ub298\ub9bc<\/li>\n\n\n\n<li>\ud22c\uc790 \uc9c0\ubd84\uc740 990\uc5b5 \ub2ec\ub7ec\ub85c \ubd88\uc5b4\ub0a8<\/li>\n\n\n\n<li>\uc544\ud3f4\ub85c\u00b7\ube14\ub799\ub85d\u00b7KKR \uac19\uc740 \ub370\ub791 \uc190\uc7a1\uace0 \uace0\uac1d \uc790\uae08 \uc870\ub2ec\uc6a9 \uae08\uc735 \ud50c\ub7ab\ud3fc\uc744 \uafb8\ub9ac\ub294 \uc911(\uc5d4\ube44\ub514\uc544\ub294 5,000\uc5b5 \ub2ec\ub7ec \ub118\ub294 \uc678\ubd80 \uc790\uae08\uc744 \ub04c\uc5b4\uc62c \uc218 \uc788\ub2e4\uace0 \ub9d0\ud568)<\/li>\n\n\n\n<li>2\ubd84\uae30 GAAP \uc8fc\ub2f9\uc21c\uc774\uc775(2.46\ub2ec\ub7ec)\uc774 \ube44GAAP(2.22\ub2ec\ub7ec)\ubcf4\ub2e4 \ub192\uc558\ub294\ub370, \ub4e4\uace0 \uc788\ub294 \uc9c0\ubd84\uc758 \ud3c9\uac00\uc774\uc775\uc774 \ubc18\uc601\ub41c \uc601\ud5a5\uc73c\ub85c \ubcf4\uc784 \u2192 \uace0\uac1d\ud55c\ud14c \ub123\uc740 \ub3c8\uc774 \ub2e4\uc2dc \uc774\uc775\uc73c\ub85c \uc7a1\ud788\ub294 \uad6c\uc870<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb3c\ub860 \ub8e8\uc2a8\ud2b8\ub791 \ub611\uac19\ub2e4\uace0 \ud560 \uc218\ub294 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 \ud55c \ubd84\uae30\uc5d0 \uc789\uc5ec\ud604\uae08\ud750\ub984\uc744 213\uc5b5 \ub2ec\ub7ec \ubc8c\uace0, \ud604\uae08\uc774 \ubd80\ucc44\ubcf4\ub2e4 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7\uc6d4 \ub9d0 \uae30\uc900 \uc608\uc0c1 \uc8fc\uac00\uc218\uc775\ube44\uc728\ub3c4 \uc57d 24\ubc30\uc600\uc2b5\ub2c8\ub2e4(2000\ub144 \uc2dc\uc2a4\ucf54\ub294 100\ubc30\uac00 \ub118\uc5c8\uc74c).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ubc29\ud5a5\uc740 \ub2ee\uc544 \uac00\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub124 \ubc88\uc9f8 \uace0\ub9ac\uc5d0 \ub300\ud55c \uc81c \ud310\uc815\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc774 \ud55c\uac00\uc6b4\ub370 \uc788\ub294 2008\ub144\ud615\uc73c\ub85c \ubc88\uc9c8 \uadfc\uac70\ub294 \uc544\uc9c1 \uc57d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub807\ub2e4\uace0 \uc8fc\uc2dd\ub9cc \uae68\uc9c0\ub294 2000\ub144\ud615\uc73c\ub85c \ub05d\ub09c\ub2e4\uace0 \uc7a5\ub2f4\ud558\uae30\ub3c4 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uc77c \uac00\uae4c\uc6b4 \uac74 \uc8fc\uc2dd \uc190\uc2e4\uc5d0 \ucc44\uad8c \uc190\uc2e4\uc774 \uc5b9\ud788\ub294 \ud1b5\uc2e0 \uac70\ud488\ud615\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"9_%EB%8B%A4%EB%A5%B8_%EA%B5%AC%EB%A9%8D%EB%93%A4_%EB%B9%85%ED%85%8C%ED%81%AC_%EC%A7%80%EA%B0%91_%EC%A0%84%EA%B8%B0_%EA%B7%9C%EC%A0%9C_%EA%B7%B8%EB%A6%AC%EA%B3%A0_%EB%82%98%EB%A8%B8%EC%A7%80\"><\/span>9. \ub2e4\ub978 \uad6c\uba4d\ub4e4: \ube45\ud14c\ud06c \uc9c0\uac11, \uc804\uae30, \uaddc\uc81c, \uadf8\ub9ac\uace0 \ub098\uba38\uc9c0<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uae4c\uc9c0\ub294 \uce69\uc774\ub791 \ube5a \uc598\uae30\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ud310\uc744 \uae70 \uc218 \uc788\ub294 \uad6c\uba4d\uc774 \ub354 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud558\ub098\uc529 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%B9%85%ED%85%8C%ED%81%AC%EB%8A%94_%EC%A0%95%EB%A7%90_%EB%8F%88%EC%9D%B4_%EC%B6%A9%EB%B6%84%ED%95%A0%EA%B9%8C\"><\/span>\ube45\ud14c\ud06c\ub294 \uc815\ub9d0 \ub3c8\uc774 \ucda9\ubd84\ud560\uae4c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc194\uc9c1\ud788 \uc800\ub3c4 \uac00\ub054 \uc774 \uc0dd\uac01\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\ub860\ubd80\ud130 \ub9d0\ud558\uba74 \ud68c\uc0ac\ub9c8\ub2e4 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"929\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table10.png\" alt=\"\" class=\"wp-image-4931\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table10.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table10-150x58.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table10-768x297.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table10-1536x595.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table10-2048x793.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uc6a9\ub4f1\uae09\ub9cc \ubcf4\uba74 \uc544\uc9c1 \ud2bc\ud2bc\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">S&amp;P \uae30\uc900 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 AAA, \uc54c\ud30c\ubcb3 AA+, \uc544\ub9c8\uc874 AA, \uba54\ud0c0 AA\u2212\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ub3c8 \ub300\ub294 \ubc29\uc2dd\uc774 \ubc14\ub00c\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc124\ube44\ud22c\uc790 \uc911 \ube5a\uc73c\ub85c \ub304 \ube44\uc911: 2024 \ud68c\uacc4\uc5f0\ub3c4 9% \u2192 \ucd5c\uadfc 12\uac1c\uc6d4 32%(\ud329\ud2b8\uc14b)<\/li>\n\n\n\n<li>\ube45\ud14c\ud06c 5\uacf3\uc774 \uc62c\ud574 \uc138\uacc4 \uc2e0\uaddc \ud22c\uc790\ub4f1\uae09 \ud68c\uc0ac\ucc44\uc758 \uc57d 10%\ub97c \ub0c8\uc74c(2024\ub144\uc5d4 0.5%, IMF)<\/li>\n\n\n\n<li>\ubb34\ub514\uc2a4\ub294 \ube45\ud14c\ud06c \uc124\ube44\ud22c\uc790\ub97c 2026\ub144 7,850\uc5b5 \ub2ec\ub7ec, 2027\ub144 \uc57d 1\uc870 \ub2ec\ub7ec\ub85c \ubd04<\/li>\n\n\n\n<li>\ub0b4\ub144\uc5d4 \ub354 \uc500: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 2027\ub144 \uc57d 1,700\uc5b5 \ub2ec\ub7ec, \uc54c\ud30c\ubcb3\uc740 &#8220;\ud06c\uac8c \uc99d\uac00&#8221;, \uc544\ub9c8\uc874\uc740 &#8220;\uc758\ubbf8 \uc788\uac8c \ub354&#8221;<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc8c\uc5b4\uc57c \ud560 \ub3c8\ub3c4 \ud07d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubca0\uc778\uc740 \uc774 \ud22c\uc790\uac00 \ub9d0\uc774 \ub418\ub824\uba74 2031\ub144\uae4c\uc9c0 AI \ub9e4\ucd9c\uc774 \ud55c \ud574 6\uc870 \ub2ec\ub7ec\ub294 \ub098\uc640\uc57c \ud558\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 \uc11c\ube44\uc2a4\ub85c \ucc44\uc6b8 \uc218 \uc788\ub294 \uac74 \ucd5c\ub300 1\uc870 8\ucc9c\uc5b5 \ub2ec\ub7ec\ub77c\uc11c 4\uc870 2\ucc9c\uc5b5 \ub2ec\ub7ec\uac00 \ube48\ub2e4\uace0 \uacc4\uc0b0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc \ub9e4\ucd9c \uc790\uccb4\ub294 \uc544\uc9c1 \uac15\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3\ubd84\uae30 \uc560\uc800\uac00 48%, \uad6c\uae00 \ud074\ub77c\uc6b0\ub4dc\uac00 103%, AWS\uac00 39% \ucef8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacc4\uc57d \uc794\uace0\ub294 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 6,770\uc5b5, \uc54c\ud30c\ubcb3 5,610\uc5b5, \uc624\ub77c\ud074 6,640\uc5b5 \ub2ec\ub7ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\uba74 \uc9c4\uc9dc \ub3c8\uc744 \ubabb \ub0bc \uc218 \uc788\ub294 \uac74 \ub204\uad6c\ub0d0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube45\ud14c\ud06c 4\uacf3\uc774 \uc544\ub2c8\ub77c \uadf8 \ub3c8\uc744 \ubc1b\uc544\uc11c \uc57d\uc18d\uc744 \uac78\uc5b4 \ub454 \ucabd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc624\ud508AI: FT\uac00 \ubcf8 \ub0b4\ubd80 \uc790\ub8cc\ub85c\ub294 2026~2030\ub144 \ucef4\ud4e8\ud305\uc5d0 \uc57d 8,560\uc5b5 \ub2ec\ub7ec\ub97c \uc4f0\ub294\ub370 \uac19\uc740 \uae30\uac04 \ub9e4\ucd9c\uc740 \uc57d 8,400\uc5b5 \ub2ec\ub7ec. \ub0a8\uc758 \ub3c8\uc774 \uacc4\uc18d \ub4e4\uc5b4\uc640\uc57c \uad74\ub7ec\uac00\ub294 \uad6c\uc870\uc778\ub370 \uc774\ubc88 \uc870\ub2ec \ubaa9\ud45c\ub3c4 \uc904\uc5c8\ub2e4\ub294 \ubcf4\ub3c4\uac00 \ub098\uc634<\/li>\n\n\n\n<li>\uc564\ud2b8\ub85c\ud53d: \uc0c1\uc7a5 \uc11c\ub958(S-1) \uae30\uc900 \ucd5c\uc18c\ub85c \ub0b4\uc57c \ud560 \ucef4\ud4e8\ud305 \uc57d\uc815\uc774 4,170\uc5b5 \ub2ec\ub7ec\uac00 \ub118\uc74c(\uad6c\uae00 TPU 1,250\uc5b5~1,500\uc5b5 \ub2ec\ub7ec\ub294 \ubcc4\ub3c4). \ud604\uae08\uc740 \uc57d 1,317\uc5b5 \ub2ec\ub7ec. \uace0\uac1d\uc740 \uc5b8\uc81c\ub4e0 \uc0ac\uc6a9\ub7c9\uc744 \uc904\uc77c \uc218 \uc788\ub294\ub370 \ucef4\ud4e8\ud305 \uacc4\uc57d\uc740 \ucd5c\ub300 10\ub144\uc9dc\ub9ac<\/li>\n\n\n\n<li>\uc624\ub77c\ud074: 9\uc6d4 24\uc77c \ub274\uba55\uc2dc\ucf54 \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130(\uc8fc\ud53c\ud130, 2.4GW)\uc5d0 \ubd88\uac00\ud56d\ub825 \ud1b5\uc9c0. \ubbf8\uc2dc\uac04 100\uc5b5 \ub2ec\ub7ec \uc0ac\uc5c5\uc740 \ube14\ub8e8\uc544\uc6b8\uc774 \uc790\uae08\uc744 \uc548 \ub300\uae30\ub85c \ud588\ub2e4\ub294 \ubcf4\ub3c4<\/li>\n\n\n\n<li>\ub124\uc624\ud074\ub77c\uc6b0\ub4dc: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \uc124\ube44\ud22c\uc790 \uc804\ub9dd\uc744 \ub0ae\ucd98 \ub0a0 \ucf54\uc5b4\uc704\ube0c\u00b7\ub124\ube44\uc6b0\uc2a4\uac00 5% \ube60\uc9d0. \uc77c\ub860 \uba38\uc2a4\ud06c\ub294 \ub124\uc624\ud074\ub77c\uc6b0\ub4dc 200\uacf3 \ub118\uac8c \ub9dd\ud560 \uc218 \uc788\ub2e4\uace0 \ud568<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ucc38\uace0\ub85c \uc564\ud2b8\ub85c\ud53d\uc740 \uc774 \uae00 \uc815\ub9ac\ub97c \ub3c4\uc640\uc900 \ud074\ub85c\ub4dc\ub97c \ub9cc\ub4e0 \ud68c\uc0ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub978 \ud68c\uc0ac\ub791 \uac19\uc740 \uae30\uc900\uc73c\ub85c \ub2e4\ub918\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ub9ac\ud558\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube45\ud14c\ud06c\ub294 \ub0bc \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc \uc8fc\uc8fc\ud55c\ud14c \ub3cc\ub824\uc904 \ub3c8(\uc790\uc0ac\uc8fc \ub9e4\uc785)\uc744 \uc904\uc774\uace0 \ube5a\uc744 \ub298\ub824\uc11c \ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 \ud604\uc2e4\uc801\uc778 \uc704\ud5d8\uc740 &#8220;\ubabb \ub0b8\ub2e4&#8221;\ubcf4\ub2e4 &#8220;\ub35c \uc4f4\ub2e4&#8221;\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube45\ud14c\ud06c\uac00 \uc18d\ub3c4\ub97c \uc904\uc774\ub294 \uc21c\uac04 =&gt; \uc624\ub77c\ud074\u00b7\ucf54\uc5b4\uc704\ube0c \ub9e4\ucd9c =&gt; \uc5d4\ube44\ub514\uc544 \uc8fc\ubb38 =&gt; \ud55c\uad6d \uba54\ubaa8\ub9ac \uc8fc\ubb38 \uc21c\uc11c\ub85c \ubc14\ub85c \uc804\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%AF%B8%EA%B5%AD%EC%9D%80_%EC%A0%84%EA%B8%B0%EA%B0%80_%EB%AA%A8%EC%9E%90%EB%9E%8D%EB%8B%88%EB%8B%A4\"><\/span>\ubbf8\uad6d\uc740 \uc804\uae30\uac00 \ubaa8\uc790\ub78d\ub2c8\ub2e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \ub370\uc774\ud130\uc13c\ud130\uac00 \uc4f0\ub294 \uc804\uae30\ub294 \uc9c0\uae08 \uc804\uccb4\uc758 \uc57d 4.5%\uc778\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2030\ub144\uc5d4 9.5~15%\uac00 \ub420 \uac70\ub77c\ub294 \uc804\ub9dd\uc785\ub2c8\ub2e4(\ub85c\ub80c\uc2a4\ubc84\ud074\ub9ac\uc5f0\uad6c\uc18c).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc55e\uc73c\ub85c 5\ub144\uac04 \ub298\uc5b4\ub098\ub294 \uc804\uae30 \uc218\uc694\uc758 40% \ub118\uac8c\uac00 \ub370\uc774\ud130\uc13c\ud130\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc45\ud06c\uc624\ube0c\uc544\uba54\ub9ac\uce74\ub294 5\ub144 \ub3d9\uc548 \ub370\uc774\ud130\uc13c\ud130\uac00 \uc57d 125GW\ub97c \ub354 \uc6d0\ud558\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\ub825\ud68c\uc0ac\ub4e4\uc774 \ub354\ud560 \uc218 \uc788\ub294 \uac74 \uc57d 93GW\ub77c\uace0 \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb38\uc81c\ub294 \ubc1c\uc804\uc18c\ub791 \uc7a5\ube44\ub97c \uae30\ub2e4\ub9ac\ub294 \uc2dc\uac04\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac00\uc2a4\ud130\ube48: GE \ubc84\ub178\ubc14\ub294 \ubc8c\uc368 2031\ub144 \uc778\ub3c4\ubd84 \uc608\uc57d\uc744 \ubc1b\ub294 \uc911. \uc9c0\uba58\uc2a4\uc5d0\ub108\uc9c0\ub294 2028 \ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0 \uaf49 \ucc38<\/li>\n\n\n\n<li>\uac00\uc2a4\ud130\ube48 \uac12: 2027\ub144 \ub9d0 kW\ub2f9 \uc57d 600\ub2ec\ub7ec\ub85c 2019\ub144\ubcf4\ub2e4 195% \ube44\uc300 \uc804\ub9dd(\uc6b0\ub4dc\ub9e5\ud0a8\uc9c0)<\/li>\n\n\n\n<li>\uc1a1\uc804\uc120: 2024\ub144\uc5d0 \uace0\uc555\uc120 322\ub9c8\uc77c\uc744 \uae54\uc558\ub294\ub370 \ud544\uc694\ud55c \uac74 \ud55c \ud574 \uc57d 5,000\ub9c8\uc77c<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"800\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart12-power-wait.png\" alt=\"\" class=\"wp-image-4913\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart12-power-wait.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart12-power-wait-150x50.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart12-power-wait-768x256.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart12-power-wait-1536x512.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart12-power-wait-2048x683.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><figcaption class=\"wp-element-caption\">\ubcc0\uc555\uae30 \ud558\ub098 \ubc1b\ub294 \ub370 3\ub144\uc774\uba74 \ub9d0 \ub2e4 \ud588\uc8e0<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac8c \uc804\uae30\uc694\uae08\uc73c\ub85c \ubc14\ub85c \ub118\uc5b4\uc635\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \ucd5c\ub300 \uc804\ub825\ub9dd PJM\uc758 2027\/28\ub144 \uc6a9\ub7c9 \uac00\uaca9\uc740 \uc0c1\ud55c\uc778 MW\ub2f9 \ud558\ub8e8 333.44\ub2ec\ub7ec\uc600\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\ud55c\uc774 \uc5c6\uc5c8\uc73c\uba74 529.80\ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub807\uac8c \ud558\uace0\ub3c4 \ud544\uc694\ud55c \uc591\ubcf4\ub2e4 6,623MW\uac00 \ubaa8\uc790\ub790\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub298\uc5b4\ub09c \uc218\uc694 5,250MW \uc911 \uc57d 5,100MW\uac00 \ub370\uc774\ud130\uc13c\ud130\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac00\uc815\uc6a9 \uc804\uae30\uc694\uae08\uc740 \uc62c\ud574 5% \uac00\uae4c\uc774 \uc624\ub97c \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9dd\uc774 \ud754\ub4e4\ub9ac\ub294 \uc77c\ub3c4 \uc0dd\uae41\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \uc804\ub825\ub9dd \uac10\ub3c5\uae30\uad00(NERC)\uc740 5\uc6d4\uc5d0 \ub370\uc774\ud130\uc13c\ud130\uac00 \uac11\uc790\uae30 \uc804\uae30\ub97c \ub04a\uc5c8\ub2e4 \ubd99\uc600\ub2e4 \ud558\uba74\uc11c \ub9dd\uc744 \ud754\ub4dc\ub294 \ubb38\uc81c\ub85c \ub4dc\ubb3c\uac8c 3\ub2e8\uacc4 \uacbd\ubcf4\ub97c \ub0c8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d0\ub108\uc9c0\ubd80\ub294 5\uc6d4\ubd80\ud130 \ub370\uc774\ud130\uc13c\ud130\ub97c \ube44\uc0c1 \ubc1c\uc804\uae30\ub85c \ub3cc\ub9ac\uac8c \ud560 \uc218 \uc788\ub294 \uae34\uae09\uba85\ub839\uc744 \uc5ec\uc12f \ubc88 \ub0c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc5ec\uae30\uc11c \ud558\ub098 \uc870\uc2ec\ud560 \uac8c \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\uccad\ud55c \uc804\uae30\uac00 \uace7 \uc9c4\uc9dc \uc218\uc694\ub294 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud14d\uc0ac\uc2a4 \uc804\ub825\ub9dd(ERCOT)\uc5d0 \uc811\uc18d\uc744 \uae30\ub2e4\ub9ac\ub294 \ub300\ud615 \ubd80\ud558\ub294 474.7GW\uc774\uace0 \uadf8\uc911 420.8GW\uac00 \ub370\uc774\ud130\uc13c\ud130\uc778\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3\uc6d4 \uae30\uc900 \uc2e4\uc81c\ub85c \ub3cc\uc544\uac00\ub294 \uac8c \uad00\uce21\ub41c \uac74 \uc57d 3.9GW\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc624\ud558\uc774\uc624 \uc804\ub825\ud68c\uc0ac AEP\uac00 &#8220;\uc548 \uc368\ub3c4 85%\ub294 \ub0b4\ub77c&#8221;\ub294 \uc694\uae08\uc81c\ub97c \ub9cc\ub4e4\uc790 \uc2e0\uccad\uc774 30GW\uc5d0\uc11c 11GW\ub85c \uc904\uae30\ub3c4 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac19\uc740 \ub370\ub97c \uc5ec\ub7ec \ubc88 \uc2e0\uccad\ud558\uac70\ub098 \uc77c\ub2e8 \uc904\ubd80\ud130 \uc11c \ub454 \uac8c \ub9ce\ub2e4\ub294 \uac70\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc0ac\ud2f0\uc544 \ub098\ub378\ub77c\ub3c4 \uc791\ub144\uc5d0 \uce69\uc740 \uc788\ub294\ub370 \uaf42\uc744 \uc804\uae30\uac00 \uc5c6\uc5b4\uc11c \uc7ac\uace0\ub85c \uc313\uc778 \uac8c \uc788\ub2e4\uace0 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uac00 \ubcf4\uae30\uc5d0 \uc804\uae30\ub294 AI \ud22c\uc790\uc758 \ucc9c\uc7a5\uc774\ub77c\uae30\ubcf4\ub2e4 \uc18d\ub3c4 \uc81c\ud55c\uae30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub798\uc11c \ud6a8\uacfc\uac00 \ub450 \uac00\uc9c0\ub85c \uac08\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc88b\uc740 \ucabd: \uc9d3\ub294 \uc18d\ub3c4\uac00 \ub290\ub824\uc9c0\uba74 GPU \uacf5\uae09 \uacfc\uc789\ub3c4 \ub2a6\uac8c \uc634 =&gt; 7\uc7a5\uc758 \uc704\ud5d8\ud55c \ucc3d\uc774 \ub4a4\ub85c \ubc00\ub9b4 \uc218 \uc788\uc74c. \uc804\uae30\uac00 \uc774\ubbf8 \ub4e4\uc5b4\uc628 \ubd80\uc9c0\ub791 \uae54\ub824 \uc788\ub294 GPU\ub294 \uac12\uc744 \ubc84\ud300<\/li>\n\n\n\n<li>\ub098\uc05c \ucabd: \uacf5\uc0ac\uac00 \ubc00\ub9ac\uba74 \uacc4\uc57d\uc774 \ubc00\ub9ac\uace0 =&gt; \uc624\ub77c\ud074 \uc8fc\ud53c\ud130 \uac19\uc740 \ubd88\uac00\ud56d\ub825 \ud1b5\uc9c0 =&gt; \ube5a \ub0b4\uc11c \uc9c0\uc740 \ucabd\uc758 \ud604\uae08\ud750\ub984\uc5d0 \uad6c\uba4d. \uadf8\ub9ac\uace0 \uc804\uae30\uc694\uae08\uc740 \uc815\uce58 \ubb38\uc81c\uac00 \ub428 =&gt; \ubc14\ub85c \ub2e4\uc74c \uc598\uae30\uc778 \uaddc\uc81c\ub85c \uc774\uc5b4\uc9d0<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0%EB%A5%BC_%EB%AA%BB_%EC%A7%93%EA%B2%8C_%EB%A7%89%EB%8A%94_%EA%B3%B3%EB%93%A4\"><\/span>\ub370\uc774\ud130\uc13c\ud130\ub97c \ubabb \uc9d3\uac8c \ub9c9\ub294 \uacf3\ub4e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub370\uc774\ud130\uc13c\ud130 \ubc18\ub300 \uc6c0\uc9c1\uc784\uc744 \uc138\ub294 \ub370\uc774\ud130\uc13c\ud130\uc6cc\uce58\uc5d0 \ub530\ub974\uba74<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ud574 1\ubd84\uae30\uc5d0\ub9cc \ucd5c\uc18c 75\uac74, \uc57d 1,300\uc5b5 \ub2ec\ub7ec\uc5b4\uce58 \uc0ac\uc5c5\uc774 \ub9c9\ud788\uac70\ub098 \ubbf8\ub904\uc84c\uc2b5\ub2c8\ub2e4(\uc0ac\uc0c1 \ucd5c\ub300).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2\ubd84\uae30\ub294 45\uac74, \uc57d 680\uc5b5 \ub2ec\ub7ec\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub300 \ub2e8\uccb4\ub294 49\uac1c \uc8fc\uc5d0 843\uac1c\uae4c\uc9c0 \ub298\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \ucde8\uc18c\ub791 \uc9c0\uc5f0\uc744 \ub530\ub85c \uc138\uc9c0 \uc54a\uc544\uc11c \uc804\ubd80 \uc0ac\ub77c\uc9c4 \ub3c8\uc740 \uc544\ub2d9\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0ac\ub840\ub97c \ubcf4\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubc84\uc9c0\ub2c8\uc544 \ud504\ub9b0\uc2a4\uc70c\ub9ac\uc5c4 &#8220;\ub514\uc9c0\ud138 \uac8c\uc774\ud2b8\uc6e8\uc774&#8221;(\uc57d 247\uc5b5 \ub2ec\ub7ec): \ubc95\uc6d0\uc774 \uc7ac\uc870\ub2dd\uc744 \ubb34\ud6a8\ub85c \ud588\uace0 3\uc6d4 \ud56d\uc18c\uc2ec\ub3c4 \uc720\uc9c0<\/li>\n\n\n\n<li>\uc560\ub9ac\uc870\ub098 \ud22c\uc190 &#8220;\ud504\ub85c\uc81d\ud2b8 \ube14\ub8e8&#8221;: \uc2dc\uac00 \uac70\ubd80, \uc544\ub9c8\uc874 \ucca0\uc218 \ubcf4\ub3c4<\/li>\n\n\n\n<li>\uc704\uc2a4\ucf58\uc2e0 \ud3ec\ud2b8\uc6cc\uc2f1\ud134: 4\uc6d4\uc5d0 \ubbf8\uad6d \uccab \ubc18\ub370\uc774\ud130\uc13c\ud130 \uc8fc\ubbfc\ud22c\ud45c\uac00 \uc57d 2 \ub300 1\ub85c \ud1b5\uacfc<\/li>\n\n\n\n<li>\ub274\uc695: 6\uc6d4\uc5d0 20MW \ub118\ub294 \ub370\uc774\ud130\uc13c\ud130\ub97c 1\ub144 \uba48\ucd94\ub294 \ubc95\uc548\uc774 \uc758\ud68c\ub97c \ud1b5\uacfc\ud588\uace0, \uc8fc\uc9c0\uc0ac\ub294 \uc11c\uba85 \ub300\uc2e0 \ud589\uc815\uba85\ub839\uc73c\ub85c \ud658\uacbd \uac80\ud1a0\uac00 \ub05d\ub0a0 \ub54c\uae4c\uc9c0 \ud5c8\uac00\ub97c \uba48\ucda4<\/li>\n\n\n\n<li>\uba54\uc778: \uc8fc \uc758\ud68c\uac00 \ubaa8\ub77c\ud1a0\ub9ac\uc5c4(\uc77c\uc2dc \uae08\uc9c0)\uc744 \ud1b5\uacfc\uc2dc\ucf30\ub294\ub370 \uc8fc\uc9c0\uc0ac\uac00 \uac70\ubd80<\/li>\n\n\n\n<li>\uc138\uae08 \ud61c\ud0dd: \uc624\ud558\uc774\uc624\u00b7\uc560\ub9ac\uc870\ub098\u00b7\uc77c\ub9ac\ub178\uc774\uac00 \ub370\uc774\ud130\uc13c\ud130 \uc138\uae08 \uac10\uba74\uc744 \uba48\ucda4<\/li>\n\n\n\n<li>\ud14d\uc0ac\uc2a4: \ube44\uc0c1 \ub54c \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130 \uc804\uae30\ub97c \ub04a\uc744 \uc218 \uc788\uac8c \ud558\ub294 \ubc95(SB6)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub860\ub3c4 \uc548 \uc88b\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac24\ub7fd \uc870\uc0ac(3\uc6d4)\uc5d0\uc11c \uc6b0\ub9ac \ub3d9\ub124\uc5d0 AI \ub370\uc774\ud130\uc13c\ud130\uac00 \ub4e4\uc5b4\uc624\ub294 \uac78 \ubc18\ub300\ud55c\ub2e4\ub294 \uc0ac\ub78c\uc774 71%\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc6d0\uc804(53%)\ubcf4\ub2e4 \ubc18\ub300\uac00 \ub354 \ub9ce\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ud574 1~8\uc6d4 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc5b8\uae09\ud55c \uc120\uac70 \uad11\uace0\uc5d0 4,500\ub9cc \ub2ec\ub7ec \ub118\uac8c \uc4f0\uc600\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">11\uc6d4 3\uc77c \uc911\uac04\uc120\uac70\uc5d0\uc11c\ub3c4 \uc804\uae30\uc694\uae08\uc774 \uc7c1\uc810\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub300\ub85c \uc5f0\ubc29 \uc815\ubd80\ub294 \ubc00\uc5b4\uc8fc\ub294 \ucabd\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b8\ub7fc\ud504 \ud589\uc815\ubd80\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc778\ud5c8\uac00\ub97c \ube68\ub9ac \ud574 \uc8fc\ub294 \ud589\uc815\uba85\ub839\uc744 \ub0c8\uace0 \uc5f0\ubc29 \ubd80\uc9c0\ub3c4 \ub0b4\uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud574\uc678\ub3c4 \ube44\uc2b7\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\uc77c\ub79c\ub4dc\ub294 \uc790\uccb4 \ubc1c\uc804\uc744 \uac16\ucd94\ub294 \uc870\uac74\uc73c\ub85c \uc0ac\uc2e4\uc0c1\uc758 \uae08\uc9c0\ub97c \ud480\uc5c8\uace0, \ub9d0\ub808\uc774\uc2dc\uc544 \uc870\ud638\ub974\ub294 \ubb3c \ubb38\uc81c\ub85c \uc2b9\uc778\uc744 \uba48\ucdc4\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7fc \uaddc\uc81c\uac00 \ud310\uc744 \uae70 \uc218 \uc788\uc744\uae4c\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud06c\uae30\ub85c \ubcf4\uba74 \uc544\uc9c1\uc740 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4\ub294 \ubaa8\ub77c\ud1a0\ub9ac\uc5c4 \ub54c\ubb38\uc5d0 \ub2a6\uc5b4\uc9c0\ub294 \uac8c \uc57d 2.3GW\uc778\ub370 2027\ub144\uc5d0 \ubbf8\uad6d\uc5d0 \uc0c8\ub85c \ub4e4\uc5b4\uc62c IT \uc6a9\ub7c9\uc774 \uc57d 38GW\ub77c\uace0 \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc 2026\ub144 \uc644\uacf5 \uc608\uc815 \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130\uc758 30~50%\uac00 \ub2a6\uc5b4\uc9c8 \uac70\ub77c\ub294 \uc804\ub9dd(\uc0ac\uc774\ud2b8\ub77c\uc778)\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc720\ub294 \uc804\uae30, \uc7a5\ube44, \uc9c0\uc5ed \ubc18\ub300\uac00 \uc11e\uc5ec \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">=&gt; \uaddc\uc81c \ud63c\uc790\uc11c\ub294 \ubc29\uc544\uc1e0\uac00 \ubabb \ub418\uc9c0\ub9cc \uc804\uae30\uc694\uae08 \uc815\uce58\ub791 \ubb36\uc774\uba74 \uc9d3\ub294 \ube44\uc6a9\uc744 \uc62c\ub9ac\uace0 \uc18d\ub3c4\ub97c \ub2a6\ucda5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EA%B7%B8_%EB%B0%96%EC%9D%98_%EA%B5%AC%EB%A9%8D%EB%93%A4\"><\/span>\uadf8 \ubc16\uc758 \uad6c\uba4d\ub4e4<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc218\uc694 \ucabd\ubd80\ud130 \ubcf4\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc4f0\ub294 \uc0ac\ub78c\uc740 \ub9ce\uc740\ub370 \uae30\uc5c5 \ub3c8\ubc8c\uc774\ub85c \uc774\uc5b4\uc9c0\ub290\ub0d0\ub294 \uc544\uc9c1 \ubb3c\uc74c\ud45c\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubbf8\uad6d \uc778\uad6c\uc870\uc0ac\uad6d: AI\ub97c \uc4f0\ub294 \uae30\uc5c5 19.8%(5\uc6d4). \uc791\ub144 12\uc6d4\ubd80\ud130 17~20%\uc5d0\uc11c \uc81c\uc790\ub9ac<\/li>\n\n\n\n<li>\ubbf8\uad6d \uacbd\uc601\uc9c4 \uc57d 9,000\uba85 \uc870\uc0ac(NBER): 78%\uac00 AI\ub97c \uc4f0\ub294\ub370 3\ub144\uac04 \uc0dd\uc0b0\uc131 \ud6a8\uacfc\ub294 \ud55c \ud574 0.2%<\/li>\n\n\n\n<li>\ub9e5\ud0a8\uc9c0: AI\ub85c \uc774\uc775\uc774 \ub298\uc5c8\ub2e4\ub294 \ud68c\uc0ac 37%, \uc791\ub144\uc774\ub791 \uac19\uc74c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uc728 \ucda9\uaca9\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 1\uc6d4 \ub525\uc2dc\ud06c R1\uc774 \ub098\uc654\uc744 \ub54c \uc5d4\ube44\ub514\uc544\ub294 \ud558\ub8e8\uc5d0 17% \ube60\uc9c0\uba74\uc11c \uc2dc\uac00\ucd1d\uc561 \uc57d 5,890\uc5b5 \ub2ec\ub7ec\uac00 \ub0a0\uc544\uac14\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ud574 4\uc6d4 \ub098\uc628 \ub525\uc2dc\ud06c V4\ub294 \ub2f5 100\ub9cc \ud1a0\ud070\uc5d0 0.28~3.48\ub2ec\ub7ec\uc778\ub370 \uc624\ud508AI\ub294 30\ub2ec\ub7ec, \uc564\ud2b8\ub85c\ud53d\uc740 25\ub2ec\ub7ec\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ubc18\ub300\ub85c \ud1a0\ud070 \uac12\uc774 \uc2f8\uc9c0\uba74 \ub354 \ub9ce\uc774 \uc501\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubca0\uc778\uc740 2024\ub144 12\uc6d4\uc5d0\uc11c 2025\ub144 12\uc6d4 \uc0ac\uc774 \ud1a0\ud070 \ube44\uc6a9\uc774 \ubc18\uc73c\ub85c \uc904\uc790 \uc0ac\uc6a9\ub7c9\uc774 4.5\ubc30\uac00 \ub410\ub2e4\uace0 \ud588\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00\uc740 \ud55c \ub2ec\uc5d0 3,200\uc870 \ud1a0\ud070\uc744 \ucc98\ub9ac\ud558\ub294\ub370 1\ub144 \uc0c8 7\ubc30\uac00 \ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \uc774\uac78 &#8220;\uc81c\ubc88\uc2a4\uc758 \uc5ed\uc124&#8221;\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4. \uc2f8\uc9c0\uba74 \ub35c \uc4f0\ub294 \uac8c \uc544\ub2c8\ub77c \ub354 \uc500<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ud1b5\uc2e0 \uac70\ud488 \ub54c\ub3c4 \ud55c \uac00\ub2e5\uc5d0 \ub354 \ub9ce\uc774 \uc2e3\ub294 \uae30\uc220\uc774 \ub098\uc624\uba74\uc11c \uae54\uc544 \ub454 \uad11\ucf00\uc774\ube14\uc774 \ub354 \ub0a8\uc544\ub3cc\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud6a8\uc728\uc774 \uc88b\uc544\uc9c0\ub294 \uac74 \uc218\uc694\ud55c\ud14c\ub294 \uc88b\uc9c0\ub9cc \uc774\ubbf8 \uc9c0\uc5b4 \ub454 \uc124\ube44\ud55c\ud14c\ub294 \ub098\uc060 \uc218 \uc788\ub2e4\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\uae09\ub9dd\uc774\ub791 \uc9c0\uc815\ud559\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub300\ub9cc: \ucd5c\ucca8\ub2e8 \uce69\uc758 \uc57d 90%<\/li>\n\n\n\n<li>\uc911\uad6d: \uac08\ub968\u00b7\uac8c\ub974\ub9c8\ub284\u00b7\uc548\ud2f0\ubaac\uc758 \ubbf8\uad6d \uc218\ucd9c \uae08\uc9c0\ub97c \ubbf8\ub904 \ub454 \uac8c 11\uc6d4 27\uc77c\uc5d0 \ub05d\ub0a8(\uc815\uc81c \uac08\ub968\uc740 \uc57d 99%\uac00 \uc911\uad6d\uc0b0)<\/li>\n\n\n\n<li>\uc774\ub780 \uc804\uc7c1: 3\uc6d4 2\uc77c \ub4dc\ub860\uc774 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\uc758 AWS \uc2dc\uc124 \ub450 \uacf3\uc744 \uc9c1\uc811 \ub54c\ub838\uace0, 9\uc6d4\uc5d0 AWS\ub294 \ubc14\ub808\uc778\uacfc UAE \ud55c \uacf3\uc740 \ubcf5\uad6c\uac00 \uc548 \ub41c\ub2e4\uace0 \ubc1d\ud798<\/li>\n\n\n\n<li>\ud5ec\ub968: \ubc18\ub3c4\uccb4 \uacf5\uc815\uc5d0 \uc4f0\ub294 \ud5ec\ub968\uc758 \uc138\uacc4 30% \ub118\uac8c\ub97c \ub300\ub294 \uce74\ud0c0\ub974\uac00 3\uc6d4\uc5d0 \uba48\ucda4. \ud55c\uad6d\uc740 \ud5ec\ub968\uc758 \uc57d 65%\ub97c \uce74\ud0c0\ub974\uc5d0\uc11c \ub4e4\uc5ec\uc634<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc95\uc774\ub791 \uaddc\uc81c\ub294 \uc0dd\uac01\ubcf4\ub2e4 \uc791\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc564\ud2b8\ub85c\ud53d \uc800\uc791\uad8c \ud569\uc758\uae08\uc774 15\uc5b5 \ub2ec\ub7ec\uc600\ub294\ub370 \uc5f0\ud658\uc0b0 \ub9e4\ucd9c\uc758 2% \ub0a8\uc9d3\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">EU AI\ubc95\uc758 \uace0\uc704\ud5d8 AI \uc758\ubb34\ub294 2027\ub144 12\uc6d4\ub85c \ubbf8\ub904\uc84c\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">=&gt; \ube44\uc6a9\uc774\uae34 \ud55c\ub370 \ud310\uc744 \uae70 \ud06c\uae30\ub294 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%B0%98%EB%8C%80%EB%A1%9C_%EC%9E%98_%ED%92%80%EB%A6%AC%EB%8A%94_%EA%B2%BD%EC%9A%B0\"><\/span>\ubc18\ub300\ub85c \uc798 \ud480\ub9ac\ub294 \uacbd\uc6b0<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uacf5\ud3c9\ud558\uac8c \ubc18\ub300\ucabd\ub3c4 \ubd10\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc564\ud2b8\ub85c\ud53d \uc5f0\ud658\uc0b0 \ub9e4\ucd9c: 2\uc6d4 140\uc5b5 \ub2ec\ub7ec \u2192 7\uc6d4 \ub9d0 650\uc5b5 \ub2ec\ub7ec \uc774\uc0c1. \ucf54\ub529 \ub3c4\uad6c \ud074\ub85c\ub4dc \ucf54\ub4dc\ub9cc 2\uc6d4\uc5d0 25\uc5b5 \ub2ec\ub7ec \ub118\uc74c<\/li>\n\n\n\n<li>\ucf54\ub529 \ub3c4\uad6c \ucee4\uc11c: 6\uc6d4 \uc5f0\ud658\uc0b0 40\uc5b5 \ub2ec\ub7ec \ub118\uc74c(\ub2e8\uc77c \ucd9c\ucc98)<\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544: 7\uc6d4 \ub05d\ub09c \ubd84\uae30 \ub9e4\ucd9c 962\uc5b5 \ub2ec\ub7ec(1\ub144 \uc804\ubcf4\ub2e4 106% \ub298\uc5b4\ub0a8), \ub2e4\uc74c \ubd84\uae30 \uc548\ub0b4 1,080\uc5b5 \ub2ec\ub7ec<\/li>\n\n\n\n<li>\ubbf8\uad6d 2\ubd84\uae30 \uc0dd\uc0b0\uc131\uc774 1\ub144 \uc804\ubcf4\ub2e4 2.2% \uc62c\ub790\uc74c(AI \ub355\uc778\uc9c0 \uc77c\ud560 \uc0ac\ub78c\uc774 \ub35c \ub298\uc5b4\ub09c \ud0d3\uc778\uc9c0\ub294 \ud574\uc11d\uc774 \uac08\ub9bc)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub85c \uc9c4\uc9dc \ub3c8\uc744 \ubc84\ub294 \uacf3\uc774 \uc0dd\uae30\uace0 \uc788\ub2e4\ub294 \uac74 \ubd84\uba85\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ud22c\uc790 \uc18d\ub3c4\uac00 \uadf8\ubcf4\ub2e4 \ub354 \ube60\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"960\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart11-capex-gdp.png\" alt=\"\" class=\"wp-image-4912\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart11-capex-gdp.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart11-capex-gdp-150x60.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart11-capex-gdp-768x307.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart11-capex-gdp-1536x614.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart11-capex-gdp-2048x819.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><figcaption class=\"wp-element-caption\">\ud1b5\uc2e0 \uac70\ud488 \uace0\uc810\uc740 \uc774\ubbf8 \ub118\uc5c8\uc2b5\ub2c8\ub2e4<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\ud3f4\ub85c\uc758 \ud1a0\ub974\uc2a4\ud150 \uc2ac\ub85d\uc5d0 \ub530\ub974\uba74 \ube45\ud14c\ud06c \uc124\ube44\ud22c\uc790\ub294 GDP \ub300\ube44 2019\ub144 0.3%\uc5d0\uc11c 2025\ub144 1.4%\uac00 \ub410\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2027~29\ub144\uc5d4 \uc57d 3%\uac00 \ub420 \uac70\ub77c\ub294 \uac8c \uc2dc\uc7a5 \uc608\uc0c1\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud1b5\uc2e0 \uac70\ud488 \uace0\uc810(2000\ub144)\uc774 1.2%\uc600\uc73c\ub2c8 \uc774\ubbf8 \ub118\uc5c8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc8fc\ud0dd \uac70\ud488 \uace0\uc810(2005\ub144) 6.6%\uae4c\uc9c0\ub294 \uc544\uc9c1 \uba49\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacfc\uac70 \uac70\ud488\ub4e4\uc740 \ub300\uccb4\ub85c \uc774\ub807\uac8c \ud758\ub800\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc601\uad6d \ucca0\ub3c4(1840\ub144\ub300): 1845\ub144 \uace0\uc810 \ub4a4 \uc8fc\uac00\uac00 \ud3c9\uade0 85% \uc548\ud30e \ube60\uc9d0(\ub2e8\uc77c \ucd9c\ucc98)<\/li>\n\n\n\n<li>1920\ub144\ub300 \uc804\ub825: \uc778\uc124\uc758 \uc804\ub825 \uc9c0\uc8fc\ud68c\uc0ac \uc81c\uad6d\uc774 1929\ub144 \ud3ed\ub77d 2\ub144 \ubc18 \ub4a4 \ubb34\ub108\uc9d0<\/li>\n\n\n\n<li>\ud1b5\uc2e0\u00b7\ub2f7\ucef4: \ub098\uc2a4\ub2e5\uc774 2\ub144 \ubc18 \ub3d9\uc548 78% \ube60\uc84c\uace0 \uace0\uc810\uc744 \ub2e4\uc2dc \ub118\ub294 \ub370 15\ub144<\/li>\n\n\n\n<li>\uc170\uc77c: 2015~2020\ub144 200\uacf3 \ub118\uac8c \ud30c\uc0b0, \ubd80\ucc44 1,300\uc5b5 \ub2ec\ub7ec \uc774\uc0c1<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\ubd90\uc774 3~5\ub144 \uac00\uace0, \ubc14\ub2e5\uae4c\uc9c0 \ub2e4\uc2dc 2~5\ub144.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub9ac\uace0 \ucca0\ub3c4\ub3c4 \uad11\ucf00\uc774\ube14\ub3c4 \ub0a8\uc558\ub294\ub370 \ub3c8 \ub304 \uc0ac\ub78c\ub4e4\uc774 \uc190\ud574\ub97c \ubd24\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ubc88 \ubd90\uc774 2023\ub144\uc5d0 \uc2dc\uc791\ub410\ub2e4\uace0 \uce58\uba74 2026~28\ub144\uc774 \uc5ed\uc0ac\uc801\uc73c\ub85c \uaebe\uc774\ub358 \uad6c\uac04\uc774\ub791 \uacb9\uce69\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2192 \uc774\uac74 \uc81c \ucd94\ub860\uc785\ub2c8\ub2e4. \uc5ed\uc0ac\uac00 \uadf8\ub300\ub85c \ubc18\ubcf5\ub41c\ub2e4\ub294 \ubcf4\uc7a5\uc740 \uc5c6\uc2b5\ub2c8\ub2e4<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%AA%A8%EB%93%A0_%EA%B0%80%EB%8A%A5%EC%84%B1%EC%9D%84_%ED%95%9C_%ED%91%9C%EB%A1%9C\"><\/span>\ubaa8\ub4e0 \uac00\ub2a5\uc131\uc744 \ud55c \ud45c\ub85c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub9d0\uc500\ub4dc\ub9b0 \uad6c\uba4d\ub4e4\uc744 \ud55c \ud45c\uc5d0 \ubaa8\uc73c\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"2440\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table11.png\" alt=\"\" class=\"wp-image-4932\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table11.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table11-148x150.png 148w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table11-768x781.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table11-1511x1536.png 1511w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table11-2014x2048.png 2014w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\ud45c\ub97c \ubcf4\uace0 \ub098\ub2c8 \uc81c\uc77c \ubb34\uc11c\uc6b4 \uac74 \ud558\ub098\uac00 \uc544\ub2c8\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec \uac1c\uac00 2027~28\ub144\uc5d0 \ud55c\uaebc\ubc88\uc5d0 \uc624\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"10_%EC%9D%B4%EA%B1%B4_%EA%B1%B0%ED%92%88%EC%9D%B8%EA%B0%80_%EC%A0%84%EC%9F%81%EC%9D%B8%EA%B0%80\"><\/span>10. \uc774\uac74 \uac70\ud488\uc778\uac00, \uc804\uc7c1\uc778\uac00<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uae4c\uc9c0 \uc4f0\uace0 \ub098\uc11c\ub3c4 \uacc4\uc18d \uac78\ub9ac\ub294 \uac8c \uc788\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 AI \ud310\uc744 \ub2f7\ucef4 \uac70\ud488\uc774\ub791 \ube44\uad50\ud558\uba74 \ub2ee\uc740 \ub370\uac00 \ub9ce\uc740\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\uc815\uc801\uc73c\ub85c \ub2e4\ub978 \uac8c \ud558\ub098 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2f7\ucef4 \ub54c\ub294 &#8220;\uc778\ud130\ub137\uc774 \uc138\uc0c1\uc744 \ubc14\uafbc\ub2e4&#8221;\ub294 \uae30\ub300\ub294 \uc788\uc5c8\uc5b4\ub3c4 \ub098\ub77c\uac00 \uac78\ub9b0 \ub300\uc758\uba85\ubd84\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08\uc740 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d\uc774\ub791 \uc911\uad6d\uc774 AI\ub97c \uad6d\uac00 \uc548\ubcf4 \ubb38\uc81c\ub85c \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c \ub208\uc5d4 \uc61b\ub0a0 \ubbf8\uad6d\uc774\ub791 \uc18c\ub828\uc758 \ub0c9\uc804, \ud2b9\ud788 \uc6b0\uc8fc \uacbd\uc7c1\uc774\ub791 \ub354 \ub2ee\uc544 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"730\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table12.png\" alt=\"\" class=\"wp-image-4933\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table12.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table12-150x46.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table12-768x234.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table12-1536x467.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table12-2048x623.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%8B%AE%EC%9D%80_%EC%A0%90_%EC%8A%A4%ED%91%B8%ED%8A%B8%EB%8B%88%ED%81%AC%EB%9E%91_%EB%94%A5%EC%8B%9C%ED%81%AC\"><\/span>\ub2ee\uc740 \uc810: \uc2a4\ud478\ud2b8\ub2c8\ud06c\ub791 \ub525\uc2dc\ud06c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">1957\ub144 \uc18c\ub828\uc774 \uc2a4\ud478\ud2b8\ub2c8\ud06c\ub97c \uc3d8\uc544 \uc62c\ub9ac\uc790 \ubbf8\uad6d\uc740 \uc774\ub4ec\ud574 NASA\ub791 ARPA(\uc9c0\uae08\uc758 DARPA)\ub97c \ub9cc\ub4e4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 1\uc6d4 \uc911\uad6d \ub525\uc2dc\ud06c\uac00 R1\uc744 \ub0b4\ub1a8\uc744 \ub54c \ub9c8\ud06c \uc564\ub4dc\ub9ac\uc2a8\uc740 \uc774\uac78 &#8220;AI\uc758 \uc2a4\ud478\ud2b8\ub2c8\ud06c \uc21c\uac04&#8221;\uc774\ub77c\uace0 \ubd88\ub800\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 \ub4a4\ub85c \ubbf8\uad6d \uc815\ubd80\uac00 \ud55c \uac78 \ubcf4\uba74 \uc9c4\uc9dc \uadf8\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2025\ub144 1\uc6d4: \ubc31\uc545\uad00\uc5d0\uc11c \ucd5c\ub300 5,000\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc2a4\ud0c0\uac8c\uc774\ud2b8 \ubc1c\ud45c<\/li>\n\n\n\n<li>2025\ub144 7\uc6d4: &#8220;\uacbd\uc7c1\uc5d0\uc11c \uc774\uae30\uae30&#8221;\ub97c \uc81c\ubaa9\uc5d0 \uac74 AI \ud589\ub3d9\uacc4\ud68d<\/li>\n\n\n\n<li>2025\ub144 11\uc6d4: AI\ub85c \uacfc\ud559 \uc5f0\uad6c\ub97c \ubc00\uc5b4\ubd99\uc774\ub294 &#8220;\uc81c\ub124\uc2dc\uc2a4 \ubbf8\uc158&#8221; \ud589\uc815\uba85\ub839. \ubc31\uc545\uad00\uc774 \ub9e8\ud574\ud2bc \ud504\ub85c\uc81d\ud2b8\uc5d0 \ube57\ub310<\/li>\n\n\n\n<li>2024\ub144 11\uc6d4\uc5d0 \uc774\ubbf8 \ubbf8\uad6d \uc758\ud68c \uc790\ubb38\uae30\uad6c(\ubbf8\uc911\uacbd\uc81c\uc548\ubcf4\uac80\ud1a0\uc704\uc6d0\ud68c)\uac00 &#8220;\ub9e8\ud574\ud2bc \ud504\ub85c\uc81d\ud2b8 \uac19\uc740&#8221; AGI \uacc4\ud68d\uc744 \uccab \ubc88\uc9f8 \uad8c\uace0\ub85c \uc62c\ub9bc<\/li>\n\n\n\n<li>2025\ub144 8\uc6d4: \uc815\ubd80\uac00 \uc778\ud154 \uc9c0\ubd84 \uc57d 10% \ud655\ubcf4. \uadf8 \ub4a4 \ud76c\ud1a0\ub958\u00b7\ub9ac\ud2ac\u00b7\uc6d0\uc804 \ud68c\uc0ac\uae4c\uc9c0 \uc815\ubd80 \uc9c0\ubd84 \ud22c\uc790\uac00 \uc904\uc904\uc774(\uc77c\ubd80\ub294 \uc544\uc9c1 \uc758\ud5a5\uc11c \ub2e8\uacc4)<\/li>\n\n\n\n<li>2026\ub144 10\uc6d4 27\uc77c: \uc5d0\ub108\uc9c0\ubd80\uac00 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc804\uae30\ub97c \ub308 \uc6d0\uc804 \ucd9c\ub825 \uc99d\uac15\uc5d0 \ucd5c\ub300 50\uc5b5 \ub2ec\ub7ec \uc870\uac74\ubd80 \ub300\ucd9c<\/li>\n\n\n\n<li>\uc218\ucd9c \ud1b5\uc81c\ub294 \ub0c9\uc804 \ub54c \uacf5\uc0b0\uad8c \uc218\ucd9c\uc744 \ub9c9\ub358 \ucf54\ucf64(COCOM)\uc774\ub791 \ub2ee\uc74c. \uc5d4\ube44\ub514\uc544\uac00 \uc911\uad6d\uc5d0 H200\uc744 \ud314\ub824\uba74 \ub9e4\ucd9c 25%\ub97c \ubbf8\uad6d \uc815\ubd80\uc5d0 \ub0b4\uc57c \ud558\uace0, 7\uc6d4\uc5d0 \ubbf8\uad6d \uc0c1\ubb34\ubd80\ub294 \uc2e4\uc81c\ub85c \ub098\uac04 \ubb3c\ub7c9\uc774 &#8220;\uc544\uc8fc \uc801\ub2e4&#8221;\uace0 \ud568<\/li>\n\n\n\n<li>2026\ub144 3\uc6d4: \uc774\ub780 \ub4dc\ub860\uc774 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8\u00b7\ubc14\ub808\uc778\uc758 \uc544\ub9c8\uc874 \ub370\uc774\ud130\uc13c\ud130\ub97c \uacf5\uaca9\ud588\ub2e4\ub294 \ubcf4\ub3c4\uae4c\uc9c0 \ub098\uc634 \u2192 \ub370\uc774\ud130\uc13c\ud130\uac00 \uad70\uc0ac \ubaa9\ud45c\uac00 \ub418\ub294 \uc2dc\ub300<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d\ub3c4 \uad6d\uac00\uac00 \uc55e\uc5d0 \uc12d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144 5\uc6d4 \ubc18\ub3c4\uccb4 \uad6d\uac00 \ud380\ub4dc 3\uae30(3,440\uc5b5 \uc704\uc548)\ub97c \ub9cc\ub4e4\uc5c8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 3\uc6d4 15\ucc28 5\uac1c\ub144 \uacc4\ud68d\uc740 AI\ub791 \ubc18\ub3c4\uccb4\ub97c \ud55c\uac00\uc6b4\ub370 \ub193\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\ubc29\uc815\ubd80\uac00 \uc55e\ub2e4\ud248 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc9c0\uc5c8\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud638\uc8fc\uc804\ub7b5\uc815\ucc45\uc5f0\uad6c\uc18c(ASPI)\ub294 \uc911\uad6d \uc11c\ubd80 \uc77c\ubd80 \ub370\uc774\ud130\uc13c\ud130 \uac00\ub3d9\ub960\uc774 \ubaa9\ud45c 60%\uc5d0 \ubabb \ubbf8\uce58\ub294 20~30%\ub77c\uace0 \uc9c0\uc801\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\uad6d \uce69 \uc4f0\ub294 \ub370\uc774\ud130\uc13c\ud130\uc5d4 \uc804\uae30\uc694\uae08\uc744 \ucd5c\ub300 \uc808\ubc18\uae4c\uc9c0 \ubcf4\uc870\ud574 \uc900\ub2e4\uace0 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%8B%A4%EB%A5%B8_%EC%A0%90_%EA%B3%84%EC%82%B0%EC%84%9C%EB%A5%BC_%EB%88%84%EA%B0%80_%EB%93%A4%EA%B3%A0_%EC%9E%88%EB%82%98\"><\/span>\ub2e4\ub978 \uc810: \uacc4\uc0b0\uc11c\ub97c \ub204\uac00 \ub4e4\uace0 \uc788\ub098<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0c9\uc804\uc758 \ub3c8\uc740 \uc815\ubd80\uac00 \ub0c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NASA \uc608\uc0b0\uc740 1966\ub144 \uc5f0\ubc29 \uc608\uc0b0\uc758 \uc57d 4.4%\uae4c\uc9c0 \uc62c\ub77c\uac14\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc544\ud3f4\ub85c \uacc4\ud68d\uc5d0\ub9cc \ub2f9\uc2dc \ub3c8\uc73c\ub85c 250\uc5b5~280\uc5b5 \ub2ec\ub7ec\uac00 \ub4e4\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d \uad6d\ubc29\ube44\ub294 1986\ub144 GDP\uc758 6% \ub0a8\uc9d3\uc774\uc5c8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ub828\uc740 CIA \ucd94\uc815\uc73c\ub85c GNP\uc758 15% \uc548\ud30e\uc744 \uad70\ube44\uc5d0 \uc37c\uc2b5\ub2c8\ub2e4(\ub354 \ub192\uac8c \ubcf4\ub294 \uc2dc\uac01\ub3c4 \uc788\uc74c).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 \ub3c8\uc774 \ub0a8\uae34 \uac83\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1960\ub144\ub300 \ucd08 \uc9d1\uc801\ud68c\ub85c\uc758 \uac00\uc7a5 \ud070 \uace0\uac1d\uc740 \uc544\ud3f4\ub85c \uc720\ub3c4 \ucef4\ud4e8\ud130\ub791 \ubbf8\ub2c8\ud2b8\ub9e8 \ubbf8\uc0ac\uc77c\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0c9\uc804\uc758 \uacc4\uc0b0\uc11c\uac00 \uc9c0\uae08 \ubc18\ub3c4\uccb4 \uc0b0\uc5c5\uc744 \ud0a4\uc6b4 \uc148\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc9c0\uae08 AI\uc758 \ub3c8\uc740 \ubbfc\uac04\uc774 \ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube45\ud14c\ud06c \ub124 \uacf3 2026\ub144 \uc124\ube44\ud22c\uc790 \uacc4\ud68d\ub9cc 7,000\uc5b5 \ub2ec\ub7ec\uac00 \ub118\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ubd80\ub294 \uc751\uc6d0\ud558\uace0, \ud5c8\uac00 \ub0b4\uc8fc\uace0, \uc218\ucd9c \ub9c9\uace0, \uc9c0\ubd84 \uc870\uae08 \uac00\uc838\uac00\uace0, \uc77c\ubd80\uc5d0 \ub300\ucd9c\uc744 \ub0b4\uc904 \ubfd0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacc4\uc0b0\uc11c\ub294 \uc8fc\uc8fc\ub791 \ucc44\uad8c\uc790\uac00 \ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uba85\ubd84\uc740 \uad6d\uac00 \uac74\ub370 \uacc4\uc0b0\uc11c\ub294 \ubbfc\uac04\uc774 \ub4e4\uace0 \uc788\ub294 \uac70\uc8e0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc800\ub294 \uc774\uac8c \uc774\ubc88 \uac70\ud488\uc758 \ud575\uc2ec \ubb38\uc81c\ub77c\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbfc\uac04\uc774 \ubabb \ubc84\ud2f0\uba74 \uadf8 \uacc4\uc0b0\uc11c\ub294 \ub204\uad6c\ud55c\ud14c \uac08\uae4c\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc9c8\ubb38\uc740 \uc774\ubbf8 \ud55c \ubc88 \ud280\uc5b4\ub098\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 11\uc6d4 \uc624\ud508AI CFO \uc0ac\ub77c \ud504\ub77c\uc774\uc5b4\uac00 \ub370\uc774\ud130\uc13c\ud130 \uc790\uae08 \uc870\ub2ec\uc5d0 \uc815\ubd80 \ubcf4\uc99d(\ubc31\uc2a4\ud1b1)\uc774 \ub3c4\uc6c0\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ud588\ub2e4\uac00<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5c4\uccad \ub450\ub4e4\uaca8 \ub9de\uace0 \uac19\uc740 \ub0a0 \ub9d0\uc744 \uac70\ub480\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc31\uc545\uad00 AI \ub2f4\ub2f9 \ub370\uc774\ube44\ub4dc \uc0c9\uc2a4\ub294 AI\uc5d0 \uc5f0\ubc29 \uad6c\uc81c\uae08\uc735\uc740 \uc5c6\ub2e4\uace0 \ubabb \ubc15\uc558\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0d8 \uc62c\ud2b8\uba3c\ub3c4 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc815\ubd80 \ubcf4\uc99d\uc744 \uc6d0\ud558\uc9c0 \uc54a\ub294\ub2e4\uace0 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 10\uc6d4\uae4c\uc9c0\ub3c4 \uc624\ud508AI\u00b7\uc624\ub77c\ud074\u00b7\ucf54\uc5b4\uc704\ube0c\uc5d0 \ub300\ud55c \uacf5\uc2dd \uc815\ubd80 \ubcf4\uc99d\uc740 \uc5c6\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc758\ud68c\ub3c4 AI \uad6c\uc81c\uae08\uc735\uc5d4 \ubd80\uc815\uc801\uc774\ub77c\ub294 \ubcf4\ub3c4\uac00 \ub098\uc635\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08\uae4c\uc9c0 \uc815\ubd80 \uc9c0\uc6d0\uc740 \uc9c0\ubd84, \ub300\ucd9c, \uad6c\ub9e4, \uc778\ud5c8\uac00 \uac19\uc740 \ud615\ud0dc\uc9c0 \uc190\uc2e4\uc744 \ub300\uc2e0 \ub5a0\uc548\uaca0\ub2e4\ub294 \uc57d\uc18d\uc740 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 &#8220;\uacc4\uc0b0\uc11c\uac00 \uad6d\uac00\ub85c \uac04\ub2e4&#8221;\ub294 \uac74 \uc544\uc9c1\uc740 \uc81c \ucd94\ub860\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc \ub0c9\uc804 \ub17c\ub9ac\uac00 \uc138\uc9c8\uc218\ub85d \uadf8 \ubb38\uc740 \ub113\uc5b4\uc9c4\ub2e4\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%8C%80%EC%9D%98%EB%AA%85%EB%B6%84%EC%9D%B4_%EC%9E%88%EB%8A%94_%EA%B1%B0%ED%92%88%EC%9D%80_%EC%96%B4%EB%96%BB%EA%B2%8C_%EB%81%9D%EB%82%A0%EA%B9%8C\"><\/span>\ub300\uc758\uba85\ubd84\uc774 \uc788\ub294 \uac70\ud488\uc740 \uc5b4\ub5bb\uac8c \ub05d\ub0a0\uae4c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc138 \uac08\ub798\uac00 \uc788\ub2e4\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\uad6d\uac00\uac00 \ub5a0\uc548\ub294\ub2e4: \uacbd\uc7c1\uc5d0\uc11c \uc9c0\uba74 \uc548 \ub41c\ub2e4\ub294 \uc774\uc720\ub85c \uc815\ubd80\uac00 \ubcf4\uc99d\u00b7\ub300\ucd9c\u00b7\uad6c\ub9e4\ub85c \ubc1b\uccd0 \uc8fc\ub294 \uae38. \uac70\ud488\uc740 \ub354 \uc624\ub798 \uac00\uace0 \uc740\ud589 \uc704\uae30\ub294 \ud53c\ud560 \uc218\ub3c4 \uc788\uc74c. \ub300\uc2e0 \uc704\ud5d8\uc774 \uad6d\uac00 \uc7ac\uc815\uc73c\ub85c \uac10. \ubbf8\uad6d\uc740 \uc774\ubbf8 2026 \ud68c\uacc4\uc5f0\ub3c4 \uc7ac\uc815\uc801\uc790\uac00 GDP\uc758 6.2%, 30\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac 5%\ub300 \u2192 \uc774 \uacbd\uc6b0 \uc704\uae30\ub294 \uc740\ud589\uc774 \uc544\ub2c8\ub77c \uad6d\ucc44 \uae08\ub9ac\ub791 \ubb3c\uac00\ub85c \ub098\ud0c0\ub0a8<\/li>\n\n\n\n<li>\uc774\uaca8\uc11c \uc2dd\ub294\ub2e4: 1969\ub144 \uc544\ud3f4\ub85c 11\ud638\uac00 \uc131\uacf5\ud558\uc790 \uc6b0\uc8fc \uc608\uc0b0\uc774 \ube60\ub974\uac8c \uc904\uc5c8\uace0 \ucd08\uc74c\uc18d \uc5ec\uac1d\uae30 \uc0ac\uc5c5 \ucde8\uc18c\uae4c\uc9c0 \uacb9\uce68. \ubcf4\uc789 \uc9c1\uc6d0\uc740 1967\ub144 \uc57d 10\ub9cc \uba85\uc5d0\uc11c 1971\ub144 4\uc6d4 \uc57d 3\ub9cc 9\ucc9c \uba85\uc73c\ub85c \uc904\uc5c8\uace0, \uadf8\ub2ec \uc2dc\uc560\ud2c0 \uacf5\ud56d \uadfc\ucc98\uc5d0 &#8220;\uc2dc\uc560\ud2c0\uc744 \ub9c8\uc9c0\ub9c9\uc73c\ub85c \ub5a0\ub098\ub294 \uc0ac\ub78c\uc740 \ubd88 \uc880 \uaebc \ub2ec\ub77c&#8221;\ub294 \uad11\uace0\ud310\uc774 \uac78\ub9bc \u2192 \uba85\ubd84\uc774 \ub2ec\uc131\ub418\uac70\ub098 \uad00\uc2ec\uc774 \uc2dd\ub294 \uc21c\uac04 \uadf8 \uc704\uc5d0 \uc9c0\uc740 \uc0b0\uc5c5\uc740 \uac11\uc790\uae30 \uc218\uc694\ub97c \uc783\uc74c<\/li>\n\n\n\n<li>\ubc84\ud2f0\ub2e4 \uc9c0\uce5c \ucabd\uc774 \ubb34\ub108\uc9c4\ub2e4: \uc18c\ub828\uc740 \uad70\ube44 \ubd80\ub2f4\uc744 \ub05d\ub0b4 \ubabb \ubc84\ud300. \uc9c0\uae08\uc73c\ub85c \uce58\uba74 \uc5b4\ub290 \ucabd \ub3c8\uc904\uc774 \uba3c\uc800 \ub04a\uae30\ub290\ub0d0. \ubbf8\uad6d\uc740 \ubbfc\uac04 \uc2e0\uc6a9\uacfc \ucc44\uad8c\uc2dc\uc7a5, \uc911\uad6d\uc740 \uc9c0\ubc29\uc815\ubd80 \ubd80\ucc44\uc640 \ub0a8\uc544\ub3c4\ub294 \ub370\uc774\ud130\uc13c\ud130\uac00 \uc57d\ud55c \uace0\ub9ac<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EB%AF%B8%EA%B5%AD%EC%9D%B4_%EC%8B%A0%EC%9D%B4_%EB%90%A0%EA%B9%8C_%EC%A4%91%EA%B5%AD%EC%9D%B4_%EC%8B%A0%EC%9D%B4_%EB%90%A0%EA%B9%8C\"><\/span>\ubbf8\uad6d\uc774 \uc2e0\uc774 \ub420\uae4c, \uc911\uad6d\uc774 \uc2e0\uc774 \ub420\uae4c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc694\uc998 \uc81c\uac00 \uacc4\uc18d \uace0\ubbfc\ud558\ub294 \uc9c8\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d AI \ubaa8\ub378\ub4e4\uc740 \ubbf8\uad6d \ubaa8\ub378\uc744 \uc99d\ub958\ud588\ub2e4\ub294 \uc758\uc2ec\uc744 \ubc1b\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc99d\ub958\ub294 \ud070 \ubaa8\ub378\ud55c\ud14c \uc9c8\ubb38\uc744 \ub300\ub7c9\uc73c\ub85c \ub358\uc838\uc11c \ubc1b\uc740 \ub2f5\uc73c\ub85c \uc791\uc740 \ubaa8\ub378\uc744 \uac00\ub974\uce58\ub294 \ubc29\ubc95\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 1\uc6d4 \uc624\ud508AI\uac00 \ub525\uc2dc\ud06c\ub97c \ub450\uace0 \uc774 \ubb38\uc81c\ub97c \uc81c\uae30\ud588\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\ub144 2\uc6d4 \uc564\ud2b8\ub85c\ud53d\uc740 \ub525\uc2dc\ud06c\u00b7\ubb38\uc0f7\u00b7\ubbf8\ub2c8\ub9e5\uc2a4\uac00 \uac00\uc9dc \uacc4\uc815 2\ub9cc 4\ucc9c\uc5ec \uac1c\ub85c 1,600\ub9cc \uac74 \ub118\ub294 \ub300\ud654\ub97c \ubf51\uc544 \uac14\ub2e4\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">9\uc6d4\uc5d4 \ubbf8\uad6d \uc815\ubcf4\uae30\uad00\ub4e4\uc774 \uc911\uad6d \uae30\uc5c5 \uc5ec\uc12f \uacf3\uc744 \uc9c0\ubaa9\ud55c \uacbd\ubcf4\ub97c \ub0c8\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc911\uad6d \uc678\uad50\ubd80\ub294 \uadfc\uac70 \uc5c6\ub294 \uc8fc\uc7a5\uc774\ub77c\uace0 \ubc18\ubc15\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uc624\ud508 \ubaa8\ub378(\uac00\uc911\uce58\ub97c \uacf5\uac1c\ud574\uc11c \ub204\uad6c\ub098 \ubc1b\uc544 \uc4f0\ub294 \ubaa8\ub378) \ucabd\uc5d0\uc11c\ub294 \uc911\uad6d \ubaa8\ub378\uc774 \ub354 \ub9ce\uc774 \uc4f0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\ub7ec AI \ubaa8\ub378\uc744 \uace8\ub77c \uc4f0\ub294 \uc911\uac1c \uc11c\ube44\uc2a4 \uc624\ud508\ub77c\uc6b0\ud130\uc5d0\uc11c 2026\ub144 6\uc6d4 \ucd08\uc5d0 \uc911\uad6d \ubaa8\ub378 \uc0ac\uc6a9\ub7c9\uc774 \ubbf8\uad6d\uc744 \ub118\uc5c8\ub2e4\ub294 \uc9d1\uacc4\uac00 \uc788\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud5c8\uae45\ud398\uc774\uc2a4 \ub0b4\ub824\ubc1b\uae30\uc758 41%\uac00 \uc911\uad6d \ubaa8\ub378\uc774\ub77c\ub294 \ubd84\uc11d\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc131\ub2a5\ub3c4 \ucd5c\uc0c1\uc704 \ubbf8\uad6d \ud3d0\uc1c4\ud615 \ubaa8\ub378 \ubc14\ub85c \ubc11\uae4c\uc9c0 \ub530\ub77c\uc654\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\uba74 \ubbf8\uad6d \uc624\ud508 \ubaa8\ub378\uc740 \uba54\ud0c0 \uc0c8 \ubaa8\ub378\uc774 \ud3d0\uc1c4\ud615\uc73c\ub85c \ub098\uc624\ub294 \ub4f1 \uc8fc\ucda4\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub530\ub77c\uac00\ub294 \ucabd\uc778\ub370 \uc2f8\uace0, \uc5f4\ub824 \uc788\uace0, \ube60\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uacc4\uc0b0 \ub2a5\ub825\uc73c\ub85c \ubcf4\uba74 \uc598\uae30\uac00 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d0\ud3ec\ud06cAI\ub294 \ud654\uc6e8\uc774\uc758 2026\ub144 AI \uce69 \uc0dd\uc0b0\uc744 \uc57d 150\ub9cc \uac1c\ub85c \ubcf4\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">H100 \uae30\uc900 \uc5f0\uc0b0\ub7c9\uc73c\ub85c \ubc14\uafb8\uba74 \uc5d4\ube44\ub514\uc544\uc758 4%\ub3c4 \uc548 \ub41c\ub2e4\uace0 \ucd94\uc815\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HBM \uad6c\ud558\uae30\uac00 \uc81c\uc77c \ud070 \ubcd1\ubaa9\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ub9ac\ud558\uba74 \uacc4\uc0b0 \ub2a5\ub825\uc740 \ubbf8\uad6d, \ud655\uc0b0\uc740 \uc911\uad6d\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc800\ub294 \uadf8\ub798\ub3c4 \ubbf8\uad6d \ud328\uad8c\uc774 \uc720\uc9c0\ub420 \uac70\ub77c\uace0 \ubcf4\ub294 \ud3b8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc694\uc998 \ubbf8\uad6d\uc774 \ud574\uc678\uc5d0\uc11c \ubc8c\uc778 \uc77c\ub4e4\uc774 \ub9e4\ub044\ub7fd\uc9c0 \uc54a\uc740 \uac74 \uc555\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 AI\ub294 \uae30\uc874 \ubb34\uae30\ub791 \uc131\uaca9\uc774 \ub2e4\ub985\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uc0ac\uc77c\uc774 \ub0a0\uc544\uac00\uae30 \uc804\uc5d0 \ud55c\ucabd AI\uac00 \uc0c1\ub300 \uc804\ub825\ub9dd, \ud1b5\uc2e0, \uad70 \uc2dc\uc2a4\ud15c\uc744 \uba3c\uc800 \ubb34\ub825\ud654\ud560 \uc218 \uc788\ub2e4\uba74<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud575\ubb34\uae30 \uc2dc\ub300\uc758 \uacf5\uc2dd \uc790\uccb4\uac00 \ubc14\ub01d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0c1\ub300\uac00 \uac00\uc9c4 \ubb34\uae30\uac00 \uc4f8\ubaa8\uc5c6\uc5b4\uc9c0\ub294 \uc804\uc7c1\uc774\ub77c\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac74 \uc800\ub9cc\uc758 \uc0c1\uc0c1\uc740 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2024\ub144 \ub808\uc624\ud3f4\ub4dc \uc544\uc174\ube0c\ub808\ub108\ub294 \ucd08\uc9c0\ub2a5\uc774 \uacb0\uc815\uc801\uc778 \uad70\uc0ac \uc6b0\uc704\ub97c \uc904 \uac70\ub77c\uace0 \uc8fc\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2025\ub144 3\uc6d4 \ub304 \ud5e8\ub4dc\ub9ad\uc2a4\u00b7\uc5d0\ub9ad \uc288\ubc0b\u00b7\uc54c\ub809\uc0b0\ub354 \uc655\uc740 \u300c\ucd08\uc9c0\ub2a5 \uc804\ub7b5\u300d\uc5d0\uc11c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0c9\uc804\uc758 \uc0c1\ud638\ud655\uc99d\ud30c\uad34(MAD)\uc5d0 \ube57\ub304 &#8220;\uc0c1\ud638\ud655\uc99d AI \uc624\uc791\ub3d9(MAIM)&#8221;\uc774\ub77c\ub294 \uac1c\ub150\uc744 \ub0b4\ub1a8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c \ub098\ub77c\uac00 \uc555\ub3c4\uc801\uc778 AI\ub97c \uc190\uc5d0 \ub123\uc73c\ub824 \ud558\uba74 \ub2e4\ub978 \ub098\ub77c\uac00 \uadf8 \uc804\uc5d0 \uc0ac\uc774\ubc84 \uacf5\uaca9 \uac19\uc740 \uac78\ub85c \ubc29\ud574\ud558\ub824 \ub4e4 \ud14c\ub2c8<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\uad6d \uc11c\ub85c \uacac\uc81c\ud558\ub294 \uade0\ud615\uc774 \uc0dd\uae34\ub2e4\ub294 \uc598\uae30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc288\ubc0b\uc740 \ubbf8\uad6d\uc774 \ub300\ub193\uace0 &#8220;AI \ub9e8\ud574\ud2bc \ud504\ub85c\uc81d\ud2b8&#8221;\ub97c \ubc8c\uc774\uba74 \uc624\ud788\ub824 \uc0c1\ub300 \uc120\uc81c\uacf5\uaca9\uc744 \ubd80\ub97c \uc218 \uc788\ub2e4\uace0 \uacbd\uace0\ud558\uae30\ub3c4 \ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub97c \ub080 \uad6d\uac00 \ud574\ud0b9\uc740 \uc774\ubbf8 \ud604\uc2e4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc564\ud2b8\ub85c\ud53d\uc740 2025\ub144 11\uc6d4\uc5d0 \uc911\uad6d \uc815\ubd80 \uc9c0\uc6d0\uc73c\ub85c \ucd94\uc815\ub418\ub294 \uc870\uc9c1\uc774 \uc790\uc0ac AI \ucf54\ub529 \ub3c4\uad6c\ub85c \uc57d 30\uacf3\uc744 \uc0c1\ub300\ub85c \uc0ac\uc774\ubc84 \ucca9\ubcf4 \uc791\uc804\uc744 \ubc8c\uc600\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc791\uc5c5\uc758 80~90%\ub97c AI\uac00 \ud588\ub2e4\uace0 \uacf5\uac1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00\ub3c4 2026\ub144 2\uc6d4\uc5d0 \uc911\uad6d\u00b7\ub7ec\uc2dc\uc544\u00b7\uc774\ub780\u00b7\ubd81\ud55c \ud574\ucee4\ub4e4\uc774 \uc81c\ubbf8\ub098\uc774\ub97c \uacf5\uaca9 \uc804 \uacfc\uc815\uc5d0 \uc4f0\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc \uc544\uc9c1\uc740 \uc0ac\ub78c\uc774 \ubaa9\ud45c\ub97c \uace0\ub974\uace0 AI\uac00 \uc190\uc744 \ubcf4\ud0dc\ub294 \uc218\uc900\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub807\uac8c \ubcf4\uba74 \ub450 \uac00\uc9c0\uac00 \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \uac01\uad6d \uc815\ubd80\uac00 AI \ud22c\uc790\ub97c \uc27d\uac8c \ubabb \uba48\ucd94\ub294 \uc774\uc720\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uba74 \ub0b4 \ubb34\uae30\uac00 \uc4f8\ubaa8\uc5c6\uc5b4\uc9c8 \uc218\ub3c4 \uc788\ub294 \uacbd\uc7c1\uc774\uba74 \uc218\uc775\ub960 \ub530\uc9c8 \uc5ec\uc720\uac00 \uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uac8c \uc774\ubc88 \uac70\ud488\uc744 \ubcf4\ud1b5 \uac70\ud488\uc774\ub791 \ub2e4\ub974\uac8c \ub9cc\ub4ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc9f8, \uadf8\ub798\uc11c \uc9c4\uc9dc \uaf2c\ub9ac \uc704\ud5d8\uc740 CUDA\uac00 \uc544\ub2c8\ub77c \uc9c0\uc815\ud559\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud55c\ucabd\uc774 \uc774\uae30\uae30 \uc9c1\uc804\ucc98\ub7fc \ubcf4\uc774\ub294 \uc21c\uac04 \ub2e4\ub978 \ucabd\uc740 \ubc29\ud574\ud560 \uc774\uc720\uac00 \uc0dd\uae41\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8 \ubb34\ub300\uac00 \uc0ac\uc774\ubc84\uc77c \uc218\ub3c4 \uc788\uace0 \ub300\ub9cc\uc758 \ubc18\ub3c4\uccb4 \uacf5\uc7a5\uc77c \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7f0 \uc138\uc0c1\uc5d0\uc11c\ub294 \uc5d4\ube44\ub514\uc544 \ud574\uc790\ubcf4\ub2e4 \ub204\uac00 \uacf5\uc7a5\uc774\ub791 \uc804\uae30\ub97c \uc950\uace0 \uc788\ub290\ub0d0\uac00 \ub354 \uc911\uc694\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub0c9\uc804\ub3c4 \ud55c \ubc29\uc5d0 \ub05d\ub098\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\uad6d\uc740 \ub354 \uc624\ub798 \ubc84\ud2f8 \uc218 \uc788\ub294 \uacbd\uc81c\ub97c \uac00\uc84c\uae30 \ub54c\ubb38\uc5d0 \uc774\uacbc\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub2c8 &#8220;\ub204\uac00 \uc2e0\uc774 \ub418\ub290\ub0d0&#8221;\ub3c4 \uacb0\uad6d &#8220;\ub204\uad6c \ub3c8\uc904\uc774 \ub354 \uc624\ub798 \ubc84\ud2f0\ub290\ub0d0&#8221;\ub85c \ub3cc\uc544\uc635\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc774 \ucc98\uc74c\ubd80\ud130 \ubd99\ub4e4\uace0 \uc788\ub358 \uc9c8\ubb38\uc774\ub791 \uac19\uc740 \uc790\ub9ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"11_%ED%95%9C%EA%B5%AD%EC%9D%80\"><\/span>11. \ud55c\uad6d\uc740?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc598\uae30\ub294 \ud55c\uad6d \uc99d\uc2dc\ub791 \ubc14\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">9\uc6d4 \ud3c9\uade0 \uae30\uc900 \ucf54\uc2a4\ud53c \uc2dc\uac00\ucd1d\uc561\uc758 52.8%\uac00 \uc0bc\uc131\uc804\uc790(\uc6b0\uc120\uc8fc \ud3ec\ud568)\ub791 SK\ud558\uc774\ub2c9\uc2a4 \ub450 \ud68c\uc0ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">9\uc6d4 \uc218\ucd9c 1,209\uc5b5 \ub2ec\ub7ec \uc911 \ubc18\ub3c4\uccb4\uac00 603\uc5b5 \ub2ec\ub7ec\ub85c \uc808\ubc18\ucbe4\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc0bc\uc131\uc804\uc790 3\ubd84\uae30 \uc7a0\uc815 \uc601\uc5c5\uc774\uc775\uc740 107\uc870 4\ucc9c\uc5b5 \uc6d0\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"680\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart7-korea.png\" alt=\"\" class=\"wp-image-4919\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart7-korea.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart7-korea-150x43.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart7-korea-768x218.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart7-korea-1536x435.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-chart7-korea-2048x580.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><figcaption class=\"wp-element-caption\">\ucf54\uc2a4\ud53c \uc808\ubc18\uc774 \uba54\ubaa8\ub9ac \ub450 \ud68c\uc0ac..<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ud55c\uad6d \uc785\uc7a5\uc5d0\uc11c \uc911\uc694\ud55c \uac74 &#8220;\ub204\uac00 \uce69 \uc804\uc7c1\uc5d0\uc11c \uc774\uae30\ub0d0&#8221;\uac00 \uc544\ub2d9\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TPU\ub4e0 \ud2b8\ub808\uc774\ub2c8\uc5c4\uc774\ub4e0 HBM\uc744 \uc501\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">UBS\ub294 HBM \uc218\uc694 \uc911 \uc5d4\ube44\ub514\uc544 \ubaab\uc774 2026\ub144 \uc57d 60%\uc5d0\uc11c 2027\ub144 48%\ub85c \uc904\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00 \ubaab\uc740 19%\uc5d0\uc11c 27%\ub85c \ub298 \uac70\ub77c\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 \uc810\uc720\uc728\ub9cc \uae4e\uc774\ub294 \uacbd\uc6b0\ub77c\uba74 \ud55c\uad6d \uba54\ubaa8\ub9ac\ub294 \uc5ec\uc804\ud788 \uc798 \ud314\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub2e4\ub9cc \uc5d4\ube44\ub514\uc544 \ube44\uc911\uc774 \ud070 SK\ud558\uc774\ub2c9\uc2a4\ubcf4\ub2e4 \uad6c\uae00\u00b7\ube0c\ub85c\ub4dc\ucef4\uc774\ub791 \uac00\uae4c\uc6b4 \uc0bc\uc131 \ucabd\uc73c\ub85c \ubb34\uac8c\uac00 \uc880 \uc62e\uaca8 \uac08 \uc218 \uc788\uc2b5\ub2c8\ub2e4(2\ubd84\uae30 HBM \uc810\uc720\uc728\uc740 SK\ud558\uc774\ub2c9\uc2a4 50%, \uc0bc\uc131 33%, \ub9c8\uc774\ud06c\ub860 18%).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6\uc7a5\uc5d0\uc11c \ubcf8 \uac83\ucc98\ub7fc \uac1c\uc778 AI\uac00 \ucee4\uc838\ub3c4 D\ub7a8\uc740 \ub354 \ud314\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubc18\ub300\ub85c \uc804\uccb4 \ud22c\uc790\uac00 \uaebe\uc774\uba74 \ud55c\uad6d\uc740 \uc815\uba74\uc73c\ub85c \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10\uc7a5 \uc2dd\uc73c\ub85c \ubcf4\uba74 \ud55c\uad6d HBM\uc740 \ub0c9\uc804 \uc2dc\ub300 \uc804\ub7b5 \ubb3c\uc790 \uac19\uc740 \uc790\ub9ac\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EC%82%BC%EC%84%B1%C2%B7%ED%95%98%EC%9D%B4%EB%8B%89%EC%8A%A4_%EC%9E%A5%EA%B8%B0%EA%B3%84%EC%95%BD_%EB%B0%A9%ED%8C%A8%EC%9D%BC%EA%B9%8C_%EC%A1%B1%EC%87%84%EC%9D%BC%EA%B9%8C\"><\/span>\uc0bc\uc131\u00b7\ud558\uc774\ub2c9\uc2a4 \uc7a5\uae30\uacc4\uc57d, \ubc29\ud328\uc77c\uae4c \uc871\uc1c4\uc77c\uae4c<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\uc694\uc998 \uba54\ubaa8\ub9ac \ud68c\uc0ac\ub4e4\uc740 1\ub144\uc9dc\ub9ac \uacc4\uc57d \ub300\uc2e0 3~5\ub144\uc9dc\ub9ac \uc7a5\uae30\uacf5\uae09\uacc4\uc57d(LTA)\uc744 \ub9fa\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>SK\ud558\uc774\ub2c9\uc2a4: \uc8fc\uc694 \uace0\uac1d 14\uacf3\uacfc \uacc4\uc57d. 2027\u00b728\ub144 \uc0dd\uc0b0\ub2a5\ub825\uc758 50% \ub118\uac8c\ub97c \ubb36\uc5c8\uace0 \ubcf4\ud1b5 5\ub144\uc9dc\ub9ac. D\ub7a8\u00b7HBM\uc740 2029\ub144\uae4c\uc9c0 \uc0ac\uc2e4\uc0c1 \ub2e4 \ud314\ub838\ub2e4\uace0 \ud568(\uc544\uc9c1 \ud611\uc758 \uc911\uc778 \ubb3c\ub7c9 \ud3ec\ud568)<\/li>\n\n\n\n<li>\uc0bc\uc131\uc804\uc790: \ub300\ud615 \uace0\uac1d 10\uacf3\uacfc \uacc4\uc57d, 10\uacf3\uacfc \ud611\uc758 \uc911. 2030\ub144\uae4c\uc9c0 \uc0dd\uc0b0\ub2a5\ub825\uc758 60~70%\ub97c \uc7a5\uae30\uacc4\uc57d\uc73c\ub85c \ucc44\uc6b0\ub294 \uac8c \ubaa9\ud45c. 2027\ub144 HBM\uc740 \ub2e4 \ud314\ub9bc<\/li>\n\n\n\n<li>\uc120\uc218\uae08: \uc608\uc804\uc5d4 5%\ub3c4 \uc548 \ub410\ub294\ub370 \uc694\uc998\uc740 \uacc4\uc57d\uc561\uc758 10~30%\ub97c \ubbf8\ub9ac \ubc1b\uace0 \ucd5c\uc800 \uac00\uaca9\ub3c4 \uac74\ub2e4\ub294 \ubcf4\ub3c4<\/li>\n\n\n\n<li>3\ubd84\uae30 \uc601\uc5c5\uc774\uc775: SK\ud558\uc774\ub2c9\uc2a4 83\uc870 3\ucc9c\uc5b5 \uc6d0(\uc774\uc775\ub960 80%), \uc0bc\uc131\uc804\uc790 107\uc870 4\ucc9c\uc5b5 \uc6d0(\uc7a0\uc815)<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\uba74 \ubb50\uac00 \ubb38\uc81c\ub0d0.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\ud5d8\uc774 \uc591\ucabd\uc5d0 \ub2e4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \uc57d\uc18d\ud55c \uac78 \ubabb \ub300\ub294 \uacbd\uc6b0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2\uc6d4\uc5d0 \uc0bc\uc131\uc758 \ucd5c\uc2e0 D\ub7a8 \uc218\uc728\uc774 \uc57d 60%\ub77c \uc5d4\ube44\ub514\uc544 HBM4 \uc218\uc694\ub97c \ubabb \ub530\ub77c\uac00\uace0, SK\ud558\uc774\ub2c9\uc2a4\ub3c4 \uc18d\ub3c4 \uc0ac\uc591\uc744 \ub9de\ucd94\uae30 \uc5b4\ub824\uc6cc \uc5d4\ube44\ub514\uc544\uac00 \uc0ac\uc591\uc744 \ub0ae\ucd94\ub294 \uac78 \uac80\ud1a0\ud55c\ub2e4\ub294 \ubcf4\ub3c4\uac00 \uc788\uc5c8\uc74c(\uc774\ud6c4 \uc0bc\uc131\uc740 3\ubd84\uae30 HBM4 \ub9e4\ucd9c\uc774 2\ubd84\uae30\uc758 3\ubc30\uac00 \ub118\uc5c8\ub2e4\uace0 \ubc1d\ud798)<\/li>\n\n\n\n<li>2027\ub144\uc5d4 \uba54\ubaa8\ub9ac 3\uc0ac\uac00 \uace0\uac1d\uc774 \ub2ec\ub77c\ub294 \ubb3c\ub7c9\uc758 60~70%\ub9cc \ucc44\uc6b8 \uc218 \uc788\ub2e4\ub294 \ubcf4\ub3c4<\/li>\n\n\n\n<li>\uc6a9\uc778 \ubc18\ub3c4\uccb4 \ub2e8\uc9c0 10\uac1c \ud339\uc774 \ub2e4 \ub3cc\uba74 \ubb3c\uc774 \ud558\ub8e8 107\ub9cc \ud1a4 \ub118\uac8c \ud544\uc694\ud55c\ub370 \ud55c\uac15 \ucabd \uc5ec\uc720\ub294 \uc57d 8\ub9cc \ud1a4\uc774\ub77c\ub294 \uad6d\uc815\uac10\uc0ac \uc9c0\uc801. \uc804\uae30\ub3c4 10~16GW \ud544\uc694<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uacf5\uae09\uc0ac\uac00 \ubabb \ub314\uc744 \ub54c \ub0b4\uc57c \ud560 \uc704\uc57d\uae08\uc740 \uacf5\uac1c\ub41c \uac8c \uc5c6\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc62c\ud574 \uc2e4\uc81c\ub85c \uacc4\uc57d \ubb3c\ub7c9\uc744 \ubabb \ub304 \uc0ac\ub840\ub3c4 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubabb \ub300\uba74 \ubb34\uc11c\uc6b4 \uac74 \uc704\uc57d\uae08\ubcf4\ub2e4 \uc810\uc720\uc728\uc774\ub791 \uac00\uaca9 \ud611\uc0c1\ub825\uc744 \uc783\ub294 \ucabd\uc774\ub77c\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub9ac\uace0 \uba54\ubaa8\ub9ac\uac00 \ubaa8\uc790\ub77c\uba74 AI \uc11c\ubc84 \uc804\uccb4\uac00 \ub2a6\uc5b4\uc9c0\ub2c8 \uc5d4\ube44\ub514\uc544\ub791 \ube45\ud14c\ud06c \uc77c\uc815\uae4c\uc9c0 \ubc00\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc9f8, \ubc18\ub300\ub85c \uace0\uac1d\uc774 \uc548 \uc0ac\ub294 \uacbd\uc6b0\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>SK\ud558\uc774\ub2c9\uc2a4\ub294 \ubbf8\uad6d \uc99d\uad8c \uc11c\ub958\uc5d0 &#8220;\uace0\uac1d\uc774 \uad6c\ub9e4 \uc218\ub7c9\uc744 \uc904\uc774\uac70\ub098 \ubbf8\ub8e8\uac70\ub098 \ucde8\uc18c\ud560 \uc218 \uc788\ub2e4&#8221;\uace0 \uc801\uc5b4 \ub460<\/li>\n\n\n\n<li>\ubcf4\ub3c4\ub41c \uc704\uc57d\uc740 \uc8fc\ub85c \uad6c\ub9e4\uc790 \ucabd(\ubb3c\ub7c9\uc744 \uc548 \uac00\uc838\uac00\uba74 \uc120\uc218\uae08\uc744 \ubabb \ub3cc\ub824\ubc1b\ub294 \uc2dd) \uc815\ub3c4<\/li>\n\n\n\n<li>\ub9c8\uc774\ud06c\ub85c\uce69\uc774 2021\ub144 \ubd80\uc871\ud560 \ub54c \ub9fa\uc740 \uc7a5\uae30\uacc4\uc57d\uc740 \uacf5\uae09 \uacfc\uc789\uc774 \uc624\uc790 \uc0ac\uc2e4\uc0c1 \ubb34\ub825\ud654\ub410\uc74c(\ubc88\uc2a4\ud0c0\uc778)<\/li>\n\n\n\n<li>2022\ub144 4\ubd84\uae30\uc5d4 D\ub7a8 \ub9e4\ucd9c\uc774 \ud55c \ubd84\uae30 \ub9cc\uc5d0 32.5% \uc904\uace0 \uc11c\ubc84 D\ub7a8 \uac12\uc774 30~35% \ube60\uc84c\uc74c<\/li>\n\n\n\n<li>\ub108\ub3c4\ub098\ub3c4 \ub450 \ubc88\uc529 \uc8fc\ubb38\ud558\ub294 \ubb38\uc81c \ub54c\ubb38\uc5d0 1\uc6d4\ubd80\ud130 \uba54\ubaa8\ub9ac 3\uc0ac\uac00 \ucd5c\uc885 \uace0\uac1d\uc774\ub791 \uc218\ub7c9\uc744 \ubc1d\ud788\ub77c\uace0 \uc694\uad6c\ud558\uae30 \uc2dc\uc791<\/li>\n\n\n\n<li>7\uc6d4 \uc815\ubd80 \ubc1c\ud45c\uc758 SK\uadf8\ub8f9 7,500\uc5b5 \ub2ec\ub7ec, \uc0bc\uc131\u2013\ube0c\ub85c\ub4dc\ucef4 2,000\uc5b5 \ub2ec\ub7ec\ub294 \uc591\ud574\uac01\uc11c(MOU)\ub77c \ud655\uc815 \ub9e4\ucd9c\uc774 \uc544\ub2d8. \uc624\ud508AI\uc758 &#8220;\uc6d4 90\ub9cc \uc7a5&#8221;\ub3c4 \uc608\uc0c1 \uc218\uc694\uc600\uc9c0 \uc8fc\ubb38\uc740 \uc544\ub2c8\uc5c8\uc74c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c \ud310\ub2e8\uc740 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc7a5\uae30\uacc4\uc57d\uc740 \uaebe\uc774\ub294 \uc18d\ub3c4\ub97c \ub2a6\ucd94\ub294 \ubc29\ud328\ub294 \ub9de\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc120\uc218\uae08 10~30%\uac00 \ucfe0\uc158 \uc5ed\ud560\ub3c4 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \uaebe\uc784 \uc790\uccb4\ub97c \ub9c9\uc544 \uc8fc\uc9c0\ub294 \ubabb\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c4\uc9dc \uc2dc\ud5d8\uc740 \ube45\ud14c\ud06c \uc124\ube44\ud22c\uc790\uac00 \ucc98\uc74c\uc73c\ub85c \uc904\uc5b4\ub4dc\ub294 \ud574\uc5d0 \uc635\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\uad6d \ud55c\uad6d \ud22c\uc790\uc790\uac00 \ubcfc \uc22b\uc790\ub294 \uc5d4\ube44\ub514\uc544 \uc810\uc720\uc728\uc774 \uc544\ub2c8\ub77c \ube45\ud14c\ud06c\uc758 \ub0b4\ub144 \uc124\ube44\ud22c\uc790 \ucd1d\uc561\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"12_%EC%95%9E%EC%9C%BC%EB%A1%9C_%EC%A7%80%EC%BC%9C%EB%B3%BC_%EA%B2%83\"><\/span>12. \uc55e\uc73c\ub85c \uc9c0\ucf1c\ubcfc \uac83<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>H100 \uc784\ub300\ub8cc \uc9c0\uc218(\uc2e4\ub9ac\ucf58\ub370\uc774\ud130, Ornn): GPU \uac12\uc758 \uccb4\uc628\uacc4. \uc5ec\uae30\uac00 \uaebe\uc774\uba74 \uc138 \ubc88\uc9f8 \uace0\ub9ac\uac00 \uc6c0\uc9c1\uc774\uae30 \uc2dc\uc791\ud55c \uac83<\/li>\n\n\n\n<li>\ucf54\uc5b4\uc704\ube0c: 11\uc6d4 3\ubd84\uae30 \uc2e4\uc801\uc774\ub791 \ucc28\ud658. CDS\uac00 1,000bp \uc704\uc5d0 \uba38\ubb34\ub294\uc9c0<\/li>\n\n\n\n<li>\uc624\ub77c\ud074 \uc2e0\uc6a9\ub4f1\uae09: BBB-\uc5d0\uc11c \ud55c \ub2e8\uacc4\ub9cc \ub0b4\ub824\uac00\ub3c4 \ud22c\uae30\ub4f1\uae09<\/li>\n\n\n\n<li>\uc624\ud508AI \uc870\ub2ec \ub9c8\uac10, \uc564\ud2b8\ub85c\ud53d \uacf5\ubaa8\uac00<\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544 FY27 3\ubd84\uae30 \uc2e4\uc801(11\uc6d4): \ucd1d\uc774\uc775\ub960\uc774 70% \ucd08\ubc18\uc73c\ub85c \ub0b4\ub824\uac00\uba74 \uba54\ubaa8\ub9ac \uc6d0\uac00 \ub54c\ubb38\uc778\uc9c0 \uac00\uaca9 \uacbd\uc7c1 \ub54c\ubb38\uc778\uc9c0<\/li>\n\n\n\n<li>\ube45\ud14c\ud06c \uc5f0\ucc28\ubcf4\uace0\uc11c(10-K)\uc758 \uc11c\ubc84 \ub0b4\uc6a9\uc5f0\uc218: \uc904\uc774\uae30 \uc2dc\uc791\ud558\uba74 \ud68c\uacc4\uc0c1 \uc774\uc775\uc774 \ud55c \ubc88\uc5d0 \uae4e\uc784<\/li>\n\n\n\n<li>\uc815\ubd80 \ubcf4\uc99d\u00b7\ub300\ucd9c \uc598\uae30\uac00 \ub2e4\uc2dc \ub098\uc624\ub294\uc9c0: \ub098\uc624\uba74 &#8220;\uad6d\uac00\uac00 \ub5a0\uc548\ub294&#8221; \ucabd\uc73c\ub85c \uac00\ub294 \uc2e0\ud638<\/li>\n\n\n\n<li>\ub9e5 \ubbf8\ub2c8\u00b7\ub9e5 \uc2a4\ud29c\ub514\uc624 \ud488\uc808\uc774 \uacc4\uc18d\ub418\ub294\uc9c0, MLX \uc124\uce58 \uc218: \uac1c\uc778 AI\uac00 \uc9c4\uc9dc \ud06c\ub294\uc9c0<\/li>\n\n\n\n<li>12\uc6d4 \uc5f0\uc900(9\uc77c)\u00b7\uc77c\ubcf8\uc740\ud589 \ud68c\uc758, 11\uc6d4 18\uc77c ECB \uae08\uc735\uc548\uc815\ubcf4\uace0\uc11c<\/li>\n\n\n\n<li>2027\ub144 \ucd08: \uba54\ud0c0\uc758 2027\ub144 \uc124\ube44\ud22c\uc790 \uc548\ub0b4, 2023~24\ub144 GPU \uacc4\uc57d \uc7ac\uacc4\uc57d \uc870\uac74<\/li>\n\n\n\n<li>11\uc6d4 3\uc77c \ubbf8\uad6d \uc911\uac04\uc120\uac70: \ub370\uc774\ud130\uc13c\ud130\u00b7\uc804\uae30\uc694\uae08\uc774 \ud45c\ub85c \uc5b4\ub5bb\uac8c \ub098\uc624\ub294\uc9c0<\/li>\n\n\n\n<li>11\uc6d4 27\uc77c: \uc911\uad6d\uc758 \uac08\ub968\u00b7\uac8c\ub974\ub9c8\ub284 \ub300\ubbf8 \uc218\ucd9c \uae08\uc9c0 \uc720\uc608\uac00 \ub05d\ub098\ub294 \ub0a0<\/li>\n\n\n\n<li>12\uc6d4 2\uc77c: PJM \ube44\uc0c1 \uc6a9\ub7c9 \uacbd\ub9e4 \uacb0\uacfc(\uc804\uae30\uc694\uae08 \uccb4\uc628\uacc4)<\/li>\n\n\n\n<li>\uc624\ub77c\ud074 \uc8fc\ud53c\ud130 \ubd88\uac00\ud56d\ub825\uc774 \uc2e4\uc81c \uc9c0\uae09 \uc9c0\uc5f0\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294\uc9c0<\/li>\n\n\n\n<li>1\uc6d4 \ub9d0 \ube45\ud14c\ud06c 4\ubd84\uae30 \uc2e4\uc801: \uc54c\ud30c\ubcb3\u00b7\uba54\ud0c0\uc758 2027\ub144 \uc124\ube44\ud22c\uc790 \uc22b\uc790, \uc790\uc0ac\uc8fc \ub9e4\uc785\uc744 \ub2e4\uc2dc \ud558\ub294\uc9c0<\/li>\n\n\n\n<li>\uba54\ubaa8\ub9ac \uc7a5\uae30\uacc4\uc57d \uc7ac\ud611\uc0c1\uc774\ub098 \uc120\uc218\uae08 \ubc18\ud658 \ub274\uc2a4: \ud55c\uad6d \ucabd \uccab \uacbd\uace0\ub4f1<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"13_%EA%B2%B0%EB%A1%A0_%EB%B0%A9%EC%95%84%EC%87%A0%EA%B0%80_%EC%95%84%EB%8B%88%EB%9D%BC_%EC%A6%9D%ED%8F%AD%EA%B8%B0\"><\/span>13. \uacb0\ub860: \ubc29\uc544\uc1e0\uac00 \uc544\ub2c8\ub77c \uc99d\ud3ed\uae30<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5ec\uae30\uae4c\uc9c0 \ub450\ub4e4\uaca8 \ubcf4\uace0 \ub098\ub2c8 \uc815\ub9ac\uac00 \uc774\ub807\uac8c \ub410\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uccab\uc9f8, \ud574\uc790 \ubd95\uad34\ub294 \ub290\ub9bd\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc704\uae30\ub294 \ubcf4\ud1b5 \uac12\uc774 \uac11\uc790\uae30 \ub2e4\uc2dc \ub9e4\uaca8\uc9c8 \ub54c \ud130\uc9c0\ub294\ub370<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CUDA \uc7a0\uae08\uc740 \uba87 \ub144\uc5d0 \uac78\uccd0 \ub179\uace0 \uc788\uace0 2026\ub144\uc5d4 \ub179\ub294 \uc640\uc911\uc5d0 \uc5d4\ube44\ub514\uc544 \ub9e4\ucd9c\uc774 \ud3ed\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\ub807\uac8c \ub290\ub9b0 \ubcc0\ud654\uac00 \ud63c\uc790 \ubc29\uc544\uc1e0\uac00 \ub418\uae30\ub294 \uc5b4\ub835\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub458\uc9f8, \ud574\uc790 \ubd95\uad34\ub294 \uc190\uc2e4\uc774\ub77c\uae30\ubcf4\ub2e4 \uc7ac\ubd84\ubc30\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">TPU\ub791 ASIC \ub355\ubd84\uc5d0 \ud1a0\ud070 \uac12\uc774 \uc2f8\uc9c0\uba74 \uc81c\uc77c \uc774\ub4dd \ubcf4\ub294 \uac74 \uc624\ud508AI \uac19\uc740 AI \ud68c\uc0ac\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ube44\uc6a9\uc774 \uc904\uc5b4\ub4dc\ub2c8 \uccab \ubc88\uc9f8 \uace0\ub9ac, \uc989 \uc624\ud508AI\uac00 \uc0b4\uc544\ub0a8\uc744 \uac00\ub2a5\uc131\uc740 \uc624\ud788\ub824 \uc62c\ub77c\uac11\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc190\ud574\ub294 \uc5d4\ube44\ub514\uc544 \uc8fc\uc8fc(\uc5d4\ube44\ub514\uc544 \ud55c \uc885\ubaa9\uc774 S&amp;P 500\uc758 8.6%\uc785\ub2c8\ub2e4)\ub791 \uc61b\ub0a0 \uc5d4\ube44\ub514\uc544 GPU\ub97c \ub2f4\ubcf4\ub85c \uc7a1\uc740 \ucabd\uc774 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c\uac00 \ucc98\uc74c\uc5d0 \ub530\ub85c \uc0dd\uac01\ud588\ub358 &#8220;\uc624\ud508AI\uac00 \ubb34\ub108\uc9c0\ub294 \uadf8\ub9bc&#8221;\uc774\ub791 &#8220;\uc5d4\ube44\ub514\uc544\uac00 \ubb34\ub108\uc9c0\ub294 \uadf8\ub9bc&#8221;\uc740 \uc0ac\uc2e4 \uc5b4\ub290 \uc815\ub3c4 \ubc18\ub300\ub85c \uc6c0\uc9c1\uc774\ub294 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc14b\uc9f8, \uadf8\ub798\ub3c4 \ub418\ub3cc\uc544\uc624\ub294 \uae38\uc774 \ud558\ub098 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\ub294 \uc9c0\uae08 AI \ud310\uc758 \uc911\uc559\uc740\ud589 \uac19\uc740 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">75% \ub9c8\uc9c4\uc73c\ub85c \ubc88 \ub3c8\uc744 \uace0\uac1d\ud55c\ud14c \ud22c\uc790\ud558\uace0, \ubcf4\uc99d \uc11c\uace0, \uae08\uc735 \ud50c\ub7ab\ud3fc\uc744 \uc9ed\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud574\uc790\uac00 \uae4e\uc5ec\uc11c \ub9c8\uc9c4\uc774 \uc904\uba74 \uc774 &#8220;\ucd5c\uc885 \ub300\ubd80\uc790&#8221;\uc758 \ud798\uc774 \uc57d\ud574\uc9c0\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544 \ub3c8\uc5d0 \uae30\ub300\ub358 \uc624\ud508AI\ub791 \ub124\uc624\ud074\ub77c\uc6b0\ub4dc \uc790\uae08\uc904\ub3c4 \uc57d\ud574\uc9d1\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc81c \uac00\uc124\uc774 \uc81c\uc77c \uac15\ud574\uc9c0\ub294 \ubc84\uc804\uc740 \uc774\uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">CUDA \ud574\uc790 \uce68\uc2dd =&gt; \uc5d4\ube44\ub514\uc544 \ub9c8\uc9c4 \ud558\ub77d =&gt; \uace0\uac1d\ud55c\ud14c \ub3c8 \ub300 \uc8fc\ub294 \ud798(\ud22c\uc790\u00b7\ubcf4\uc99d) \uc57d\ud654 =&gt; \uc624\ud508AI\u00b7\ub124\uc624\ud074\ub77c\uc6b0\ub4dc \uc790\uae08\uc904 \uc57d\ud654 =&gt; 2027\ub144 \uacc4\uc57d \ub9cc\uae30\u00b7\uacf5\uae09 \uc99d\uac00\ub791 \uacb9\uccd0 GPU \ub2f4\ubcf4 \uac00\uce58 \ud558\ub77d =&gt; \uc624\ub77c\ud074\u00b7\ucf54\uc5b4\uc704\ube0c\u00b7\uc0ac\ubaa8\uc2e0\uc6a9 \uc190\uc2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub137\uc9f8, \ub300\uc758\uba85\ubd84\uc740 \uc644\ucda9\uc7ac\uc774\uba74\uc11c \uc704\ud5d8\uc744 \uc62e\uae30\ub294 \uc7a5\uce58\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubbf8\u00b7\uc911 \uacbd\uc7c1 \ub355\ubd84\uc5d0 \uc774 \uac70\ud488\uc740 \ubcf4\ud1b5 \uac70\ud488\ubcf4\ub2e4 \uc624\ub798 \uac08 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub300\uc2e0 \ud130\uc9c8 \ub54c \uacc4\uc0b0\uc11c\uac00 \ubbfc\uac04\uc5d0\uc11c \uad6d\uac00\ub85c \ub118\uc5b4\uac08 \uc218 \uc788\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\uba74 \ub9c8\uc9c0\ub9c9 \uace0\ub9ac\ub294 \uc740\ud589\uc774 \uc544\ub2c8\ub77c \uad6d\ucc44\uac00 \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7fc \ubc29\uc544\uc1e0\ub294 \ubb50\uac00 \ub420\uae4c\uc694?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 \ubcf4\uae30\uc5d4 \uc774\ucabd\uc774 \ub354 \uac00\uae5d\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubbf8\uad6d \uae08\ub9ac: \uc5f0\uc900(\uc758\uc7a5 \ucf00\ube48 \uc6cc\uc2dc)\uc774 9\uc6d4 16\uc77c 2023\ub144 \uc774\ud6c4 \ucc98\uc74c\uc73c\ub85c \uae08\ub9ac\ub97c \uc62c\ub824 3.75~4.00%. \uc2dc\uc7a5\uc740 12\uc6d4 \ucd94\uac00 \uc778\uc0c1 \uac00\ub2a5\uc131\uc744 70~85% \uc815\ub3c4\ub85c \ubd04. \uc774\ub780 \uc804\uc7c1\uc73c\ub85c \uc720\uac00\uac00 \ubc30\ub7f4\ub2f9 100\ub2ec\ub7ec\ub97c \ub118\ub098\ub4e4\uba74\uc11c 9\uc6d4 \ubb3c\uac00\uc0c1\uc2b9\ub960 3.7%. \ubbf8\uad6d 30\ub144\ubb3c \uad6d\ucc44\uae08\ub9ac\ub294 9\uc6d4 29\uc77c \uc7a5\uc911 5.613%\ub85c 2002\ub144 \uc774\ud6c4 \ucd5c\uace0 \u2192 \uae08\ub9ac\uac00 \uc624\ub974\uba74 \ucf54\uc5b4\uc704\ube0c\u00b7\uc624\ub77c\ud074 \ucc28\ud658 \ube44\uc6a9\uc774 \uc624\ub974\uace0 AI \uc8fc\uc2dd \uac12\uc774 \uae4e\uc784<\/li>\n\n\n\n<li>\uc77c\ubcf8: \uc77c\ubcf8\uc740\ud589\uc774 9\uc6d4\uc5d0 \uae08\ub9ac\ub97c 1.25%\ub85c \uc62c\ub838\uace0 12\uc6d4 \ucd94\uac00 \uc778\uc0c1 \uac00\ub2a5\uc131 80% \uc548\ud30e. \uc77c\ubcf8 30\ub144\ubb3c\uc740 10\uc6d4 \ucd08 4.2%\ub300\ub85c \uc0ac\uc0c1 \ucd5c\uace0. \uad6d\uacbd\uc744 \ub118\ub294 \uc5d4\ud654 \ucc28\uc785\uc740 \uc57d 360\uc870 \uc5d4\uc73c\ub85c \ucd94\uc815(\uc81c\ud504\ub9ac\uc2a4). \uc77c\ubcf8\uc758 \ubbf8\uad6d \uad6d\ucc44 \ubcf4\uc720\ub294 1\ub144 \uc0c8 1\uc870 1,840\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 1\uc870 680\uc5b5 \ub2ec\ub7ec\ub85c \uc904\uc5b4\ub4e6 \u2192 2024\ub144 8\uc6d4 \uac19\uc740 \uc5d4 \uce90\ub9ac \uccad\uc0b0\uc774 \ub2e4\uc2dc \uc624\uba74 AI \uc8fc\uc2dd\uc774 \uc81c\uc77c \uba3c\uc800 \ud314\ub9bc<\/li>\n\n\n\n<li>\uc790\uae08\uc904: \ubaa9\ud45c\ub97c 200\uc5b5 \ub2ec\ub7ec\ub85c \uc904\uc600\ub2e4\ub294 \ubcf4\ub3c4\uae4c\uc9c0 \ub098\uc628 \uc624\ud508AI \uc870\ub2ec\uc774 \uc5b4\ub5bb\uac8c \ub05d\ub098\ub294\uc9c0, 10\uc6d4 26\uc77c \uc0c1\uc7a5 \uc11c\ub958\ub97c \ub0b8 \uc564\ud2b8\ub85c\ud53d \uacf5\ubaa8\uac00\uac00 \uc5b4\ub5bb\uac8c \ub9e4\uaca8\uc9c0\ub294\uc9c0 \u2192 10\uc6d4 8\uc77c\ucc98\ub7fc \uc22b\uc790 \ud558\ub098\uac00 \uace0\ub9ac \uc804\uccb4\ub97c \ud754\ub4e4 \uc218 \uc788\uc74c<\/li>\n\n\n\n<li>\ube45\ud14c\ud06c \uac10\uc18d: \ub3c8\uc774 \uc5c6\uc5b4\uc11c\uac00 \uc544\ub2c8\ub77c \uc8fc\uc8fc \uc555\ubc15\uc73c\ub85c \uc124\ube44\ud22c\uc790\ub97c \uc904\uc774\ub294 \uc21c\uac04 \u2192 \uc624\ub77c\ud074\u00b7\ucf54\uc5b4\uc704\ube0c\u00b7\uc5d4\ube44\ub514\uc544\u00b7\ud55c\uad6d \uba54\ubaa8\ub9ac\ub85c \ubc14\ub85c \uc804\ud574\uc9d0<\/li>\n\n\n\n<li>\uc804\uae30\u00b7\uaddc\uc81c: \ud63c\uc790\uc11c \ud310\uc744 \uae68\uc9c4 \ubabb\ud558\uc9c0\ub9cc \uacf5\uc0ac\ub97c \ub2a6\ucdb0 \ube5a \ub0b8 \ucabd \ud604\uae08\ud750\ub984\uc5d0 \uad6c\uba4d\uc744 \ub0c4<\/li>\n\n\n\n<li>\uc9c0\uc815\ud559: \ub300\ub9cc, \uc218\ucd9c \ud1b5\uc81c, \uc0ac\uc774\ubc84, \uac78\ud504 \ub370\uc774\ud130\uc13c\ud130, \ud76c\uadc0 \uad11\ubb3c \u2192 \ud655\ub960\uc740 \ub0ae\uc544\ub3c4 \ud55c \ubc88 \uc624\uba74 \ubaa8\ub4e0 \uacc4\uc0b0\uc774 \ubc14\ub01c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2dc\ub098\ub9ac\uc624\ub85c \ubb36\uc73c\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2400\" height=\"1344\" src=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table13.png\" alt=\"\" class=\"wp-image-4934\" srcset=\"https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table13.png 2400w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table13-150x84.png 150w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table13-768x430.png 768w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table13-1536x860.png 1536w, https:\/\/saku-hika.azki.in\/wp-content\/uploads\/2026\/11\/nvda-table13-2048x1147.png 2048w\" sizes=\"auto, (max-width: 2400px) 100vw, 2400px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc815\ub9ac\ud558\uba74 \uc774\ub807\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc624\ud508AI\uac00 \ubc84\ud168\uc57c \ud55c\ub2e4\ub294 \uccab \uace0\ub9ac\ub294 \ub9de\uc74c<\/li>\n\n\n\n<li>CUDA\ub294 \uae4e\uc774\ub294 \uc911\uc774\uc9c0\ub9cc \uc5d4\ube44\ub514\uc544 \uc131\ubcbd\uc758 \ubcf8\uccb4\ub294 \uc544\ub2d8<\/li>\n\n\n\n<li>\uc9c4\uc9dc \uacbd\uc7c1\uc790\ub294 \uad6c\uae00 TPU\ub791 \ube0c\ub85c\ub4dc\ucef4\uc774 \uadf8\ub824 \uc8fc\ub294 \ub9de\ucda4\ud615 \uce69<\/li>\n\n\n\n<li>\uc560\ud50c\uc740 \uc11c\ubc84\uc5d0\uc120 \uc544\uc9c1 \uc0c1\ub300\uac00 \uc548 \ub418\uace0, \ub85c\uceec\uc5d0\uc120 \uc774\ubbf8 2\ub4f1<\/li>\n\n\n\n<li>AI\uac00 \ucf54\ub4dc \uc62e\uae30\uae30\ub97c \uc27d\uac8c \ud558\uba74 CUDA\ub294 \ub354 \ube68\ub9ac \uae4e\uc774\uace0, \ub9e5 \uc548\uc5d0\uc120 MLX\uac00 \uc5ed\uc804\ud560 \uc218\ub3c4<\/li>\n\n\n\n<li>GPU \uac12\uc740 \uc9c0\uae08\uc740 \uc624\ub974\ub294 \uc911, 2027~28\ub144\uc774 \uc704\ud5d8<\/li>\n\n\n\n<li>\ube5a\uc740 \uc624\ub77c\ud074\u00b7\ucf54\uc5b4\uc704\ube0c\u00b7\uc7a5\ubd80 \ubc16\u00b7GPU \ub2f4\ubcf4\u00b7\uc0ac\ubaa8\uc2e0\uc6a9\uc5d0 \uc313\uc784<\/li>\n\n\n\n<li>\ube45\ud14c\ud06c\ub294 \ub0bc \uc218 \uc788\uc74c. \ubabb \ub0bc \uc218 \uc788\ub294 \uac74 \uc624\ud508AI\u00b7\uc624\ub77c\ud074\u00b7\ub124\uc624\ud074\ub77c\uc6b0\ub4dc<\/li>\n\n\n\n<li>\uc804\uae30\ub791 \uaddc\uc81c\ub294 \uc18d\ub3c4 \uc81c\ud55c\uae30<\/li>\n\n\n\n<li>\ud130\uc9c0\uba74 \ud1b5\uc2e0 \uac70\ud488\ud615, \uad6d\uac00\uac00 \ub5a0\uc548\uc73c\uba74 \uad6d\ucc44\ub85c \uac10<\/li>\n\n\n\n<li>\ud55c\uad6d\uc740 \uc2b9\uc790\ubcf4\ub2e4 \uc804\uccb4 \ud22c\uc790\uc561\uc774 \uc911\uc694\ud558\uace0, \uc7a5\uae30\uacc4\uc57d\uc740 \ubc29\ud328\uc9c0\ub9cc \ubb34\ud55c\ud558\uc9c0 \uc54a\uc74c<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d4\ube44\ub514\uc544\uc758 \uc131\ubcbd\uc740 CUDA\uac00 \uc544\ub2c8\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9c0\uae08 \uadf8 \uc131\ubcbd\uc744 \ub5a0\ubc1b\uce58\ub294 \uac74 \uc2dc\uc2a4\ud15c\uc774\ub791 \ubb3c\ub7c9, \uadf8\ub9ac\uace0 \uace0\uac1d\ud55c\ud14c \ub300 \uc900 \ub3c8\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac70\ud488\uc774 \ud130\uc9c4\ub2e4\uba74 \uae30\uc220\uc774 \uc544\ub2c8\ub77c \uadf8 \ub3c8\uc774 \uc548 \ub3cc\uc544\uc624\ub294 \ub370\uc11c \uc2dc\uc791\ub420 \uac70\ub77c\uace0 \ubd05\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub0a0 CUDA\uac00 \uc5bc\ub9c8\ub098 \uae4e\uc5ec \uc788\ub290\ub0d0\uac00 \uad6c\uba4d \ud06c\uae30\ub97c \uc815\ud558\uace0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6d\uac00\uac00 \uadf8 \uad6c\uba4d\uc744 \uba54\uc6b0\ub7ec \ub098\uc11c\ub290\ub0d0\uac00 \ub2e4\uc74c \uc704\uae30\uc758 \ubaa8\uc591\uc744 \uc815\ud560 \uac81\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubb3c\ub860 \uc81c \uc0dd\uac01\uc774 \ud2c0\ub9b4 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\ub3c4 \ub108\ubb34 \ubbff\uc9c0\ub294 \ub9c8\uc2dc\uace0 \uc22b\uc790\ub294 \ucd9c\ucc98\uc5d0\uc11c \ud55c \ubc88\uc529 \ud655\uc778\ud574 \ubcf4\uc2dc\uae38 \ubc14\ub78d\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790\uc758 \ucc45\uc784\uc740 \ubaa8\ub450 \ubcf8\uc778\uc5d0\uac8c \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">+ \uc5ec\ub2f4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc560\ud50c\uc774 \uc11c\ubc84\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub97c \uc774\uae34\ub2e4\ub294 \uc81c \uc9c1\uac10\uc740 \ud2c0\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadfc\ub370 \ub85c\uceec\uc5d0\uc11c\ub294 \ubc18\ucbe4 \ub9de\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\uac00 \ucf54\ub4dc\ub97c \uc62e\uaca8 \uc8fc\uba74 MLX\uac00 \uc5ed\uc804\ud560 \uac70\ub77c\ub294 \uc0dd\uac01\ub3c4 \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc120 \uc544\ub2c8\uc9c0\ub9cc \ub9e5 \uc548\uc5d0\uc11c\ub294 \ub9de\uc744\uc9c0\ub3c4 \ubaa8\ub974\uaca0\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae34 \uae00 \uc77d\uc5b4\uc8fc\uc154\uc11c \uac10\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774\uc0c1\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%EC%B6%9C%EC%B2%98\"><\/span>\ucd9c\ucc98<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc21c\ud658 \uad6c\uc870\u00b7\uc624\ud508AI<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5d4\ube44\ub514\uc544 FY27 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c: <a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-financial-results-for-second-quarter-fiscal-2027\" target=\"_blank\" rel=\"noopener\">https:\/\/nvidianews.nvidia.com\/news\/nvidia-announces-financial-results-for-second-quarter-fiscal-2027<\/a><\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544 10-Q(2026\ub144 7\uc6d4 26\uc77c \ubd84\uae30, \uc9c0\uae09\ubcf4\uc99d\u00b7\ud22c\uc790 \uc9c0\ubd84): <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001045810\/000104581026000075\/nvda-20260726.htm\" target=\"_blank\" rel=\"noopener\">https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001045810\/000104581026000075\/nvda-20260726.htm<\/a><\/li>\n\n\n\n<li>\uc820\uc2a8 \ud669 &#8220;1,000\uc5b5 \ub2ec\ub7ec\ub294 \uc57d\uc18d\uc774 \uc544\ub2c8\uc5c8\ub2e4&#8221;(Fortune, 2026.2.2): <a href=\"https:\/\/www.fortune.com\/2026\/02\/02\/jensen-huang-nvidia-ceo-on-openai-investment-never-a-commitment\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.fortune.com\/2026\/02\/02\/jensen-huang-nvidia-ceo-on-openai-investment-never-a-commitment\/<\/a><\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544 \ub178\ucd9c 1,715\uc5b5 \ub2ec\ub7ec(\ub514\uc778\ud3ec\uba54\uc774\uc158 \uc778\uc6a9): <a href=\"https:\/\/aiweekly.co\/alerts\/nvidias-1715b-neocloud-backstop-faces-first-real-market-test\" target=\"_blank\" rel=\"noopener\">https:\/\/aiweekly.co\/alerts\/nvidias-1715b-neocloud-backstop-faces-first-real-market-test<\/a><\/li>\n\n\n\n<li>\uc624\ud508AI \ud604\uae08 \uc18c\uc9c4 \uc804\ub9dd(FT \uc778\uc6a9, 2026.9.19): <a href=\"https:\/\/www.thestar.com.my\/tech\/tech-news\/2026\/09\/19\/openai-forecasts-cash-burn-near-280-billion-by-2030-ft-reports\" target=\"_blank\" rel=\"noopener\">https:\/\/www.thestar.com.my\/tech\/tech-news\/2026\/09\/19\/openai-forecasts-cash-burn-near-280-billion-by-2030-ft-reports<\/a><\/li>\n\n\n\n<li>\uc624\ud508AI \uc5f0\ud658\uc0b0 \ub9e4\ucd9c 500\uc5b5 \ub2ec\ub7ec \ubcf4\ub3c4(2026.10.8): <a href=\"https:\/\/www.trendingtopics.eu\/openai-revenue-50-billion\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.trendingtopics.eu\/openai-revenue-50-billion\/<\/a><\/li>\n\n\n\n<li>\uc624\ud508AI 300\uc5b5 \ub2ec\ub7ec \uc870\ub2ec \ud611\uc0c1(2026.10.22): <a href=\"https:\/\/investinglive.com\/stocks\/openai-close-to-raising-up-to-30-billion-at-1-25-trillion-valuation-uae-investors-lead\/\" target=\"_blank\" rel=\"noopener\">https:\/\/investinglive.com\/stocks\/openai-close-to-raising-up-to-30-billion-at-1-25-trillion-valuation-uae-investors-lead\/<\/a><\/li>\n\n\n\n<li>IMF \uc138\uacc4\uae08\uc735\uc548\uc815\ubcf4\uace0\uc11c(2026.10.13): <a href=\"https:\/\/www.imf.org\/en\/publications\/gfsr\/issues\/2026\/10\/13\/global-financial-stability-report-october-2026\" target=\"_blank\" rel=\"noopener\">https:\/\/www.imf.org\/en\/publications\/gfsr\/issues\/2026\/10\/13\/global-financial-stability-report-october-2026<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>CUDA\u00b7MLX\u00b7\uacbd\uc7c1 \uce69<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>MLX \uc800\uc7a5\uc18c: <a href=\"https:\/\/github.com\/ml-explore\/mlx\" target=\"_blank\" rel=\"noopener\">https:\/\/github.com\/ml-explore\/mlx<\/a><\/li>\n\n\n\n<li>MLX \ub9b4\ub9ac\uc2a4 \uae30\ub85d: <a href=\"https:\/\/github.com\/ml-explore\/mlx\/releases\" target=\"_blank\" rel=\"noopener\">https:\/\/github.com\/ml-explore\/mlx\/releases<\/a><\/li>\n\n\n\n<li>MLX CUDA \ubc31\uc5d4\ub4dc \uc124\uce58 \ubb38\uc11c: <a href=\"https:\/\/ml-explore.github.io\/mlx\/build\/html\/install.html\" target=\"_blank\" rel=\"noopener\">https:\/\/ml-explore.github.io\/mlx\/build\/html\/install.html<\/a><\/li>\n\n\n\n<li>\uc560\ud50c \uba38\uc2e0\ub7ec\ub2dd \uc5f0\uad6c, M5\uc5d0\uc11c MLX\ub85c LLM \ub3cc\ub9ac\uae30: <a href=\"https:\/\/machinelearning.apple.com\/research\/exploring-llms-mlx-m5\" target=\"_blank\" rel=\"noopener\">https:\/\/machinelearning.apple.com\/research\/exploring-llms-mlx-m5<\/a><\/li>\n\n\n\n<li>WWDC26 MLX \uc138\uc158: <a href=\"https:\/\/developer.apple.com\/videos\/play\/wwdc2026\/232\/\" target=\"_blank\" rel=\"noopener\">https:\/\/developer.apple.com\/videos\/play\/wwdc2026\/232\/<\/a><\/li>\n\n\n\n<li>PyTorch 2.14 \ubc1c\ud45c(2026.9.17): <a href=\"https:\/\/pytorch.org\/blog\/pytorch-2-14-release-blog\/\" target=\"_blank\" rel=\"noopener\">https:\/\/pytorch.org\/blog\/pytorch-2-14-release-blog\/<\/a><\/li>\n\n\n\n<li>PyTorch MPS \ubb38\uc11c: <a href=\"https:\/\/docs.pytorch.org\/docs\/2.15\/notes\/mps.html\" target=\"_blank\" rel=\"noopener\">https:\/\/docs.pytorch.org\/docs\/2.15\/notes\/mps.html<\/a><\/li>\n\n\n\n<li>CUDA 20\uc8fc\ub144(\uac1c\ubc1c\uc790 600\ub9cc \uba85): <a href=\"https:\/\/forums.developer.nvidia.com\/t\/20-years-of-cuda-honoring-the-architects-of-the-accelerated-age\/364654\" target=\"_blank\" rel=\"noopener\">https:\/\/forums.developer.nvidia.com\/t\/20-years-of-cuda-honoring-the-architects-of-the-accelerated-age\/364654<\/a><\/li>\n\n\n\n<li>vLLM Triton \ubc31\uc5d4\ub4dc(2026.3.4): <a href=\"https:\/\/vllm.ai\/blog\/2026-03-04-vllm-triton-backend-deep-dive\" target=\"_blank\" rel=\"noopener\">https:\/\/vllm.ai\/blog\/2026-03-04-vllm-triton-backend-deep-dive<\/a><\/li>\n\n\n\n<li>\uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4 TPU InferenceX(2026.9.7): <a href=\"https:\/\/newsletter.semianalysis.com\/p\/tpu-inferencex-full-steam\" target=\"_blank\" rel=\"noopener\">https:\/\/newsletter.semianalysis.com\/p\/tpu-inferencex-full-steam<\/a><\/li>\n\n\n\n<li>\ube0c\ub85c\ub4dc\ucef4 FY26 3\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ub179\ucde8: <a href=\"https:\/\/www.fool.com\/earnings\/call-transcripts\/2026\/09\/09\/broadcom-avgo-q3-2026-earnings-call-transcript\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.fool.com\/earnings\/call-transcripts\/2026\/09\/09\/broadcom-avgo-q3-2026-earnings-call-transcript\/<\/a><\/li>\n\n\n\n<li>\uc544\ub9c8\uc874 \uc790\uccb4 \uce69\u00b7\ud2b8\ub808\uc774\ub2c8\uc5c4 \uc57d\uc815(The Register, 2026.4.29): <a href=\"https:\/\/www.theregister.com\/2026\/04\/29\/amazon_chips_20b_business\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.theregister.com\/2026\/04\/29\/amazon_chips_20b_business\/<\/a><\/li>\n\n\n\n<li>\uc624\ud508AI\u00b7\ube0c\ub85c\ub4dc\ucef4 &#8216;\ud560\ub77c\ud53c\ub1e8'(2026.6.24): <a href=\"https:\/\/www.techzine.eu\/news\/infrastructure\/142460\/openai-and-broadcom-unveil-jalapeno-ai-inference-chip\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.techzine.eu\/news\/infrastructure\/142460\/openai-and-broadcom-unveil-jalapeno-ai-inference-chip\/<\/a><\/li>\n\n\n\n<li>JP\ubaa8\uac74 ASIC \ucd9c\ud558 \uc804\ub9dd: <a href=\"https:\/\/www.kucoin.com\/news\/flash\/jpmorgan-ai-asic-shipments-to-surpass-gpus-by-2027\" target=\"_blank\" rel=\"noopener\">https:\/\/www.kucoin.com\/news\/flash\/jpmorgan-ai-asic-shipments-to-surpass-gpus-by-2027<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc560\ud50c\u00b7\ub85c\uceec AI<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9e5 \uc2a4\ud29c\ub514\uc624 M5 \uc6b8\ud2b8\ub77c 512GB(MacRumors, 2026.10.28): <a href=\"https:\/\/macrumors.com\/2026\/10\/28\/mac-studio-m5-ultra-512gb-ram\/\" target=\"_blank\" rel=\"noopener\">https:\/\/macrumors.com\/2026\/10\/28\/mac-studio-m5-ultra-512gb-ram\/<\/a><\/li>\n\n\n\n<li>\uc81c\ud504 \uac78\ub9c1 \ub9e5 \uc2a4\ud29c\ub514\uc624 \ud074\ub7ec\uc2a4\ud130 \uc2dc\ud5d8: <a href=\"https:\/\/jeffgeerling.com\/blog\/2025\/15-tb-vram-on-mac-studio-rdma-over-thunderbolt-5\" target=\"_blank\" rel=\"noopener\">https:\/\/jeffgeerling.com\/blog\/2025\/15-tb-vram-on-mac-studio-rdma-over-thunderbolt-5<\/a><\/li>\n\n\n\n<li>\uc560\ud50c M8 \uc6b8\ud2b8\ub77c \uae30\uc5c5\uc6a9 \uc11c\ubc84 \ubcf4\ub3c4(\ub514\uc778\ud3ec\uba54\uc774\uc158 \uc778\uc6a9, 2026.9): <a href=\"https:\/\/the-decoder.com\/apple-is-reportedly-building-an-enterprise-ai-server-with-its-own-m8-ultra-chips\/\" target=\"_blank\" rel=\"noopener\">https:\/\/the-decoder.com\/apple-is-reportedly-building-an-enterprise-ai-server-with-its-own-m8-ultra-chips\/<\/a><\/li>\n\n\n\n<li>\uc560\ud50c GB300 NVL72 \uc8fc\ubb38 \ubcf4\ub3c4: <a href=\"https:\/\/datacenterdynamics.com\/en\/news\/apple-to-spend-1bn-on-nvidia-gb300-nvl72-systems-report\" target=\"_blank\" rel=\"noopener\">https:\/\/datacenterdynamics.com\/en\/news\/apple-to-spend-1bn-on-nvidia-gb300-nvl72-systems-report<\/a><\/li>\n\n\n\n<li>\ud5c8\uae45\ud398\uc774\uc2a4 \uc0ac\uc6a9\uc790 \ud558\ub4dc\uc6e8\uc5b4 \uc9d1\uacc4(2026.5.6): <a href=\"https:\/\/huggingface.co\/blog\/clem\/hardwaresetupsonhf\" target=\"_blank\" rel=\"noopener\">https:\/\/huggingface.co\/blog\/clem\/hardwaresetupsonhf<\/a><\/li>\n\n\n\n<li>IDC 3\ubd84\uae30 PC \ucd9c\ud558(9to5Mac, 2026.10.8): <a href=\"https:\/\/9to5mac.com\/2026\/10\/08\/idc-mac-shipments-drop-11-in-q3-as-global-pc-market-slides-20\/\" target=\"_blank\" rel=\"noopener\">https:\/\/9to5mac.com\/2026\/10\/08\/idc-mac-shipments-drop-11-in-q3-as-global-pc-market-slides-20\/<\/a><\/li>\n\n\n\n<li>\ud300 \ucfe1, AI \ub54c\ubb38\uc5d0 \ub9e5 \uc218\uc694 \uc608\uc0c1 \ubabb \ud588\ub2e4(TechCrunch, 2026.4.30): <a href=\"https:\/\/techcrunch.com\/2026\/04\/30\/apple-was-surprised-by-ai-driven-demand-for-macs\/\" target=\"_blank\" rel=\"noopener\">https:\/\/techcrunch.com\/2026\/04\/30\/apple-was-surprised-by-ai-driven-demand-for-macs\/<\/a><\/li>\n\n\n\n<li>\uc560\ud50c 6\uc6d4 \ubd84\uae30 \uc2e4\uc801(8-K): <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0000320193\/000032019326000018\/a8-kex991q3202606272026.htm\" target=\"_blank\" rel=\"noopener\">https:\/\/www.sec.gov\/Archives\/edgar\/data\/0000320193\/000032019326000018\/a8-kex991q3202606272026.htm<\/a><\/li>\n\n\n\n<li>\ub9e5 \ubbf8\ub2c8 \ub300\uae30 10\uc8fc(Entrepreneur, 2026.4.13): <a href=\"https:\/\/www.entrepreneur.com\/business-news\/this-old-apple-product-has-a-10-week-wait-time\" target=\"_blank\" rel=\"noopener\">https:\/\/www.entrepreneur.com\/business-news\/this-old-apple-product-has-a-10-week-wait-time<\/a><\/li>\n\n\n\n<li>M5 Max \ub300 RTX 5090 \ub85c\uceec LLM \uce21\uc815(Hardware Corner, 2026.3.11): <a href=\"https:\/\/www.hardware-corner.net\/m5-max-local-llm-benchmarks-20261233\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.hardware-corner.net\/m5-max-local-llm-benchmarks-20261233\/<\/a><\/li>\n\n\n\n<li>Ollama MLX \uc5d4\uc9c4(2026.3.30): <a href=\"https:\/\/ollama.com\/blog\/mlx\" target=\"_blank\" rel=\"noopener\">https:\/\/ollama.com\/blog\/mlx<\/a><\/li>\n\n\n\n<li>\ud30c\uc774\uc36c \ud328\ud0a4\uc9c0 \uc124\uce58 \uc218: <a href=\"https:\/\/pypistats.org\/packages\/mlx\" target=\"_blank\" rel=\"noopener\">https:\/\/pypistats.org\/packages\/mlx<\/a> , <a href=\"https:\/\/pypistats.org\/packages\/torch\" target=\"_blank\" rel=\"noopener\">https:\/\/pypistats.org\/packages\/torch<\/a><\/li>\n\n\n\n<li>\ud5c8\uae45\ud398\uc774\uc2a4 MLX \ubaa8\ub378: <a href=\"https:\/\/huggingface.co\/models?library=mlx\" target=\"_blank\" rel=\"noopener\">https:\/\/huggingface.co\/models?library=mlx<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>GPU \uac10\uac00\uc0c1\uac01\u00b7\uac00\uaca9<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ube45\ud14c\ud06c GPU \ub0b4\uc6a9\uc5f0\uc218 \ucd94\uc801: <a href=\"https:\/\/www.amcompute.com\/gpu-depreciation-schedules\" target=\"_blank\" rel=\"noopener\">https:\/\/www.amcompute.com\/gpu-depreciation-schedules<\/a><\/li>\n\n\n\n<li>\ub9c8\uc774\ud074 \ubc84\ub9ac 1,760\uc5b5 \ub2ec\ub7ec \uc8fc\uc7a5: <a href=\"https:\/\/www.streetinsider.com\/General+News\/Michael+Burry+warns+of+%24176+billion+depreciation+understatement+by+tech+giants\/25584209.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.streetinsider.com\/General+News\/Michael+Burry+warns+of+%24176+billion+depreciation+understatement+by+tech+giants\/25584209.html<\/a><\/li>\n\n\n\n<li>\ub9ac\uc11c\uce58\uc5b4\ud544\ub9ac\uc5d0\uc774\uce20 &#8220;3\ub144\uc774\uba74 \uac00\uce58 \uc5c6\ub2e4&#8221;(Fortune, 2026.4.15): <a href=\"https:\/\/fortune.com\/2026\/04\/15\/data-centers-hyperscalers-spending-billions-on-hardware-thats-worthless-in-3-years\/\" target=\"_blank\" rel=\"noopener\">https:\/\/fortune.com\/2026\/04\/15\/data-centers-hyperscalers-spending-billions-on-hardware-thats-worthless-in-3-years\/<\/a><\/li>\n\n\n\n<li>\uc2e4\ub9ac\ucf58\ub370\uc774\ud130 H100 \uc784\ub300\ub8cc \uc9c0\uc218: <a href=\"https:\/\/www.silicondata.com\/products\/silicon-index\/h100\" target=\"_blank\" rel=\"noopener\">https:\/\/www.silicondata.com\/products\/silicon-index\/h100<\/a><\/li>\n\n\n\n<li>\uc911\uace0 H100 \uc11c\ubc84 \uc2dc\uc138: <a href=\"https:\/\/www.amcompute.com\/gpu-server-values\/h100\" target=\"_blank\" rel=\"noopener\">https:\/\/www.amcompute.com\/gpu-server-values\/h100<\/a><\/li>\n\n\n\n<li>PJM \uc6a9\ub7c9 \uac00\uaca9: <a href=\"https:\/\/www.industrialinfo.com\/iirenergy\/industry-news\/article\/report-data-centers-create-about-us63-billion-in-electric-costs-for-pjm-customers--360334\" target=\"_blank\" rel=\"noopener\">https:\/\/www.industrialinfo.com\/iirenergy\/industry-news\/article\/report-data-centers-create-about-us63-billion-in-electric-costs-for-pjm-customers&#8211;360334<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ube5a\u00b7\uae08\uc735<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc54c\ud30c\ubcb3 3\ubd84\uae30 \uc2e4\uc801(8-K): <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001652044\/000165204426000080\/googexhibit991q32026.htm\" target=\"_blank\" rel=\"noopener\">https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001652044\/000165204426000080\/googexhibit991q32026.htm<\/a><\/li>\n\n\n\n<li>\uba54\ud0c0 3\ubd84\uae30 \uc2e4\uc801: <a href=\"https:\/\/investor.atmeta.com\/investor-news\/press-release-details\/2026\/Meta-Reports-Third-Quarter-2026-Results\/default.aspx\" target=\"_blank\" rel=\"noopener\">https:\/\/investor.atmeta.com\/investor-news\/press-release-details\/2026\/Meta-Reports-Third-Quarter-2026-Results\/default.aspx<\/a><\/li>\n\n\n\n<li>\uc544\ub9c8\uc874 3\ubd84\uae30 \uc2e4\uc801: <a href=\"https:\/\/ir.aboutamazon.com\/news-release\/news-release-details\/2026\/Amazon-com-Announces-Third-Quarter-Results\/default.aspx\" target=\"_blank\" rel=\"noopener\">https:\/\/ir.aboutamazon.com\/news-release\/news-release-details\/2026\/Amazon-com-Announces-Third-Quarter-Results\/default.aspx<\/a><\/li>\n\n\n\n<li>\uc624\ub77c\ud074 FY27 1\ubd84\uae30 \uc2e4\uc801: <a href=\"https:\/\/investor.oracle.com\/investor-news\/news-details\/2026\/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues\/\" target=\"_blank\" rel=\"noopener\">https:\/\/investor.oracle.com\/investor-news\/news-details\/2026\/Oracle-Announces-Q1-Results-Driven-by-Triple-Digit-Growth-in-Cloud-Infrastructure-Revenues\/<\/a><\/li>\n\n\n\n<li>\uc624\ub77c\ud074 S&amp;P \uac15\ub4f1: <a href=\"https:\/\/thenextweb.com\/news\/oracle-sp-downgrade-ai-spending-junk-risk\" target=\"_blank\" rel=\"noopener\">https:\/\/thenextweb.com\/news\/oracle-sp-downgrade-ai-spending-junk-risk<\/a><\/li>\n\n\n\n<li>\ucf54\uc5b4\uc704\ube0c 2\ubd84\uae30 \uc2e4\uc801: <a href=\"https:\/\/investors.coreweave.com\/news\/news-details\/2026\/CoreWeave-Reports-Strong-Second-Quarter-2026-Results\/\" target=\"_blank\" rel=\"noopener\">https:\/\/investors.coreweave.com\/news\/news-details\/2026\/CoreWeave-Reports-Strong-Second-Quarter-2026-Results\/<\/a><\/li>\n\n\n\n<li>\ucf54\uc5b4\uc704\ube0c CDS \uc0ac\uc0c1 \ucd5c\uace0: <a href=\"https:\/\/thenextweb.com\/news\/huang-coreweave-backstop-stockholm\" target=\"_blank\" rel=\"noopener\">https:\/\/thenextweb.com\/news\/huang-coreweave-backstop-stockholm<\/a><\/li>\n\n\n\n<li>GPU \ub2f4\ubcf4 \ub300\ucd9c \uc0c1\uc704 \uac70\ub798: <a href=\"https:\/\/www.amcompute.com\/gpu-debt\/largest-gpu-loans\" target=\"_blank\" rel=\"noopener\">https:\/\/www.amcompute.com\/gpu-debt\/largest-gpu-loans<\/a><\/li>\n\n\n\n<li>\ube45\ud14c\ud06c \ud68c\uc0ac\ucc44 \ubc1c\ud589(\ucf5c\ub7fc\ube44\uc544 \uc2a4\ub808\ub4dc\ub2c8\ub4e4): <a href=\"https:\/\/www.columbiathreadneedle.com\/en\/insights\/hyperscaler-debt-issuance-a-technical-opportunity-in-investment-grade-credit\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.columbiathreadneedle.com\/en\/insights\/hyperscaler-debt-issuance-a-technical-opportunity-in-investment-grade-credit\/<\/a><\/li>\n\n\n\n<li>\ube45\ud14c\ud06c \uc7a5\ubd80 \ubc16 \uc784\ub300 \uc758\ubb34(JP\ubaa8\uac74\uc790\uc0b0\uc6b4\uc6a9): <a href=\"https:\/\/am.jpmorgan.com\/lu\/en\/asset-management\/adv\/insights\/market-insights\/market-updates\/on-the-minds-of-investors\/hyperscaler-debt-issuance-ai-buildout\/\" target=\"_blank\" rel=\"noopener\">https:\/\/am.jpmorgan.com\/lu\/en\/asset-management\/adv\/insights\/market-insights\/market-updates\/on-the-minds-of-investors\/hyperscaler-debt-issuance-ai-buildout\/<\/a><\/li>\n\n\n\n<li>\ubaa8\uac74\uc2a4\ud0e0\ub9ac \ub370\uc774\ud130\uc13c\ud130 \uc790\uae08 \uacf5\ubc31(SFA \uc790\ub8cc): <a href=\"https:\/\/structuredfinance.org\/wp-content\/uploads\/2026\/07\/SFA-Research-Corner_How-Data-Center-ABS-and-CMBS-Fit-in-a-Broader-Financing-Ecosystem.pdf\" target=\"_blank\" rel=\"noopener\">https:\/\/structuredfinance.org\/wp-content\/uploads\/2026\/07\/SFA-Research-Corner_How-Data-Center-ABS-and-CMBS-Fit-in-a-Broader-Financing-Ecosystem.pdf<\/a><\/li>\n\n\n\n<li>\uba54\ud0c0 \ud558\uc774\ud398\ub9ac\uc628 \ucc44\uad8c: <a href=\"https:\/\/pe-insights.com\/pimco-books-2bn-gain-on-27bn-meta-data-centre-debt-as-ai-financing-boom-accelerates\/\" target=\"_blank\" rel=\"noopener\">https:\/\/pe-insights.com\/pimco-books-2bn-gain-on-27bn-meta-data-centre-debt-as-ai-financing-boom-accelerates\/<\/a><\/li>\n\n\n\n<li>\ubbf8\uad6d \uc5f0\uc900 \uae08\uc735\uc548\uc815\ubcf4\uace0\uc11c(2026.5.8): <a href=\"https:\/\/www.federalreserve.gov\/publications\/files\/financial-stability-report-20260508.pdf\" target=\"_blank\" rel=\"noopener\">https:\/\/www.federalreserve.gov\/publications\/files\/financial-stability-report-20260508.pdf<\/a><\/li>\n\n\n\n<li>\uc601\ub780\uc740\ud589 \uae08\uc735\uc815\ucc45\uc704\uc6d0\ud68c(2026.7): <a href=\"https:\/\/mondovisione.com\/media-and-resources\/news\/bank-of-england-financial-policy-committee-record-july-2026-202677\/\" target=\"_blank\" rel=\"noopener\">https:\/\/mondovisione.com\/media-and-resources\/news\/bank-of-england-financial-policy-committee-record-july-2026-202677\/<\/a><\/li>\n\n\n\n<li>S&amp;P 500 \uc0c1\uc704 3\uc885\ubaa9 \ube44\uc911: <a href=\"https:\/\/247wallst.com\/investing\/2026\/10\/07\/three-stocks-are-now-21-of-the-sp-500-the-most-ever\/\" target=\"_blank\" rel=\"noopener\">https:\/\/247wallst.com\/investing\/2026\/10\/07\/three-stocks-are-now-21-of-the-sp-500-the-most-ever\/<\/a><\/li>\n\n\n\n<li>\ud1b5\uc2e0 \uac70\ud488 \ubd95\uad34: <a href=\"https:\/\/en.wikipedia.org\/wiki\/Telecoms_crash\" target=\"_blank\" rel=\"noopener\">https:\/\/en.wikipedia.org\/wiki\/Telecoms_crash<\/a><\/li>\n\n\n\n<li>\ub8e8\uc2a8\ud2b8: <a href=\"https:\/\/en.wikipedia.org\/wiki\/Lucent\" target=\"_blank\" rel=\"noopener\">https:\/\/en.wikipedia.org\/wiki\/Lucent<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uac70\ud488\uc778\uac00 \uc804\uc7c1\uc778\uac00<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc564\ub4dc\ub9ac\uc2a8 &#8220;AI\uc758 \uc2a4\ud478\ud2b8\ub2c8\ud06c \uc21c\uac04&#8221;(Fortune, 2025.1.27): <a href=\"https:\/\/www.fortune.com\/2025\/01\/27\/marc-andreessen-deepseek-sputnik-ai-markets\" target=\"_blank\" rel=\"noopener\">https:\/\/www.fortune.com\/2025\/01\/27\/marc-andreessen-deepseek-sputnik-ai-markets<\/a><\/li>\n\n\n\n<li>\ubbf8\uad6d AI \ud589\ub3d9\uacc4\ud68d(\ubc31\uc545\uad00, 2025.7.23): <a href=\"https:\/\/www.whitehouse.gov\/articles\/2025\/07\/white-house-unveils-americas-ai-action-plan\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.whitehouse.gov\/articles\/2025\/07\/white-house-unveils-americas-ai-action-plan\/<\/a><\/li>\n\n\n\n<li>\ubbf8\uad6d \uc815\ubd80 \uc9c0\ubd84 \ud22c\uc790 \ubaa9\ub85d(CNBC, 2026.2.7): <a href=\"https:\/\/www.cnbc.com\/2026\/02\/07\/trump-administration-equity-portfolio-grows-these-are-investments-so-far.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2026\/02\/07\/trump-administration-equity-portfolio-grows-these-are-investments-so-far.html<\/a><\/li>\n\n\n\n<li>\uc5d0\ub108\uc9c0\ubd80 \uc6d0\uc804 \ub300\ucd9c(TechCrunch, 2026.10.28): <a href=\"https:\/\/techcrunch.com\/2026\/10\/28\/trump-doe-loans-5b-to-nuclear-plants-that-will-power-data-centers\/\" target=\"_blank\" rel=\"noopener\">https:\/\/techcrunch.com\/2026\/10\/28\/trump-doe-loans-5b-to-nuclear-plants-that-will-power-data-centers\/<\/a><\/li>\n\n\n\n<li>H200 \uc911\uad6d \uc218\ucd9c \uc2e4\uc801(CNBC, 2026.7.14): <a href=\"https:\/\/www.cnbc.com\/2026\/07\/14\/nvidia-h200-ai-chips-china.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2026\/07\/14\/nvidia-h200-ai-chips-china.html<\/a><\/li>\n\n\n\n<li>\uc774\ub780\uc758 \ub370\uc774\ud130\uc13c\ud130 \uacf5\uaca9(Fortune, 2026.3.9): <a href=\"https:\/\/fortune.com\/2026\/03\/09\/irans-attacks-on-amazon-data-centers-in-uae-bahrain-signal-a-new-kind-of-war-as-ai-plays-an-increasingly-strategic-role-analysts-say\/\" target=\"_blank\" rel=\"noopener\">https:\/\/fortune.com\/2026\/03\/09\/irans-attacks-on-amazon-data-centers-in-uae-bahrain-signal-a-new-kind-of-war-as-ai-plays-an-increasingly-strategic-role-analysts-say\/<\/a><\/li>\n\n\n\n<li>\uc624\ud508AI &#8216;\uc815\ubd80 \ubcf4\uc99d&#8217; \ubc1c\uc5b8 \ub17c\ub780(ITPro): <a href=\"https:\/\/www.itpro.com\/business\/business-strategy\/governments-should-not-pick-winners-or-losers-openai-ceo-sam-altman-takes-to-x-in-damage-control-mode-after-government-backstop-comments\" target=\"_blank\" rel=\"noopener\">https:\/\/www.itpro.com\/business\/business-strategy\/governments-should-not-pick-winners-or-losers-openai-ceo-sam-altman-takes-to-x-in-damage-control-mode-after-government-backstop-comments<\/a><\/li>\n\n\n\n<li>\ubbf8\uad6d \uc7ac\uc815\uc801\uc790(CRFB, CBO \ucd94\uc815): <a href=\"https:\/\/www.crfb.org\/press-releases\/cbo-estimates-20-trillion-deficit-first-11-months-fy-2026\" target=\"_blank\" rel=\"noopener\">https:\/\/www.crfb.org\/press-releases\/cbo-estimates-20-trillion-deficit-first-11-months-fy-2026<\/a><\/li>\n\n\n\n<li>\uc911\uad6d \ub370\uc774\ud130\uc13c\ud130 \uac00\ub3d9\ub960(ASPI, 2026.5.6): <a href=\"https:\/\/www.aspistrategist.org.au\/abundant-electricity-isnt-enough-chinas-overbuilt-ai-computing-power-is-underused\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.aspistrategist.org.au\/abundant-electricity-isnt-enough-chinas-overbuilt-ai-computing-power-is-underused\/<\/a><\/li>\n\n\n\n<li>\ud654\uc6e8\uc774 \uce69 \uc0dd\uc0b0 \ucd94\uc815(\uc5d0\ud3ec\ud06cAI, 2026.9): <a href=\"https:\/\/epoch.ai\/publications\/huaweis-roadmap-to-2031\" target=\"_blank\" rel=\"noopener\">https:\/\/epoch.ai\/publications\/huaweis-roadmap-to-2031<\/a><\/li>\n\n\n\n<li>\uc564\ud2b8\ub85c\ud53d \uc99d\ub958 \ubc1c\ud45c(TechCrunch, 2026.2.23): <a href=\"https:\/\/techcrunch.com\/2026\/02\/23\/anthropic-accuses-chinese-ai-labs-of-mining-claude-as-us-debates-ai-chip-exports\/\" target=\"_blank\" rel=\"noopener\">https:\/\/techcrunch.com\/2026\/02\/23\/anthropic-accuses-chinese-ai-labs-of-mining-claude-as-us-debates-ai-chip-exports\/<\/a><\/li>\n\n\n\n<li>\uc911\uad6d \uc624\ud508 \ubaa8\ub378 \uc0ac\uc6a9 \ube44\uc911(BasedAI, 2026.7): <a href=\"https:\/\/basedai.co\/research\/open-weight-inflection\" target=\"_blank\" rel=\"noopener\">https:\/\/basedai.co\/research\/open-weight-inflection<\/a><\/li>\n\n\n\n<li>AI\ub97c \uc4f4 \uc0ac\uc774\ubc84 \ucca9\ubcf4 \uc791\uc804(\uc564\ud2b8\ub85c\ud53d, 2025.11.13): <a href=\"https:\/\/www.anthropic.com\/news\/disrupting-AI-espionage\" target=\"_blank\" rel=\"noopener\">https:\/\/www.anthropic.com\/news\/disrupting-AI-espionage<\/a><\/li>\n\n\n\n<li>\uad6d\uac00 \ud574\ucee4\ub4e4\uc758 \uc81c\ubbf8\ub098\uc774 \uc0ac\uc6a9(CyberScoop, 2026.2.12): <a href=\"https:\/\/cyberscoop.com\/state-hackers-using-gemini-google-ai\/\" target=\"_blank\" rel=\"noopener\">https:\/\/cyberscoop.com\/state-hackers-using-gemini-google-ai\/<\/a><\/li>\n\n\n\n<li>\u300c\ucd08\uc9c0\ub2a5 \uc804\ub7b5(Superintelligence Strategy)\u300d(2025.3): <a href=\"https:\/\/arxiv.org\/abs\/2503.05628\" target=\"_blank\" rel=\"noopener\">https:\/\/arxiv.org\/abs\/2503.05628<\/a><\/li>\n\n\n\n<li>\u300c\uc0c1\ud669 \uc778\uc2dd(Situational Awareness)\u300d(2024.6): <a href=\"https:\/\/situational-awareness.ai\/\" target=\"_blank\" rel=\"noopener\">https:\/\/situational-awareness.ai\/<\/a><\/li>\n\n\n\n<li>\uc544\ud3f4\ub85c \uacc4\ud68d \ube44\uc6a9(CBS): <a href=\"https:\/\/www.cbsnews.com\/news\/apollo-11-moon-landing-how-much-did-it-cost\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cbsnews.com\/news\/apollo-11-moon-landing-how-much-did-it-cost\/<\/a><\/li>\n\n\n\n<li>\ubcf4\uc789 \ud574\uace0\uc640 \uc2dc\uc560\ud2c0 \uad11\uace0\ud310(HistoryLink): <a href=\"https:\/\/www.historylink.org\/file\/1287\" target=\"_blank\" rel=\"noopener\">https:\/\/www.historylink.org\/file\/1287<\/a><\/li>\n\n\n\n<li>\uc6b0\uc8fc\u00b7\uad6d\ubc29 \uc0ac\uc5c5\uacfc \ucd08\uae30 \uc9d1\uc801\ud68c\ub85c(\ucef4\ud4e8\ud130\uc5ed\uc0ac\ubc15\ubb3c\uad00): <a href=\"https:\/\/www.computerhistory.org\/siliconengine\/aerospace-systems-are-first-the-applications-for-ics-in-computers\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.computerhistory.org\/siliconengine\/aerospace-systems-are-first-the-applications-for-ics-in-computers\/<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae08\ub9ac\u00b7\uc77c\ubcf8<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>10\uc6d4 FOMC \uc131\uba85: <a href=\"https:\/\/investinglive.com\/central-banks\/the-full-statement-from-the-october-2026-fomc-rate-decision\/\" target=\"_blank\" rel=\"noopener\">https:\/\/investinglive.com\/central-banks\/the-full-statement-from-the-october-2026-fomc-rate-decision\/<\/a><\/li>\n\n\n\n<li>\ubbf8\uad6d 30\ub144\ubb3c 5.613%(2026.9.29): <a href=\"https:\/\/view.asiae.co.kr\/en\/article\/2026093005331209938\" target=\"_blank\" rel=\"noopener\">https:\/\/view.asiae.co.kr\/en\/article\/2026093005331209938<\/a><\/li>\n\n\n\n<li>\uc77c\ubcf8 30\ub144\ubb3c \uc0ac\uc0c1 \ucd5c\uace0: <a href=\"https:\/\/www.thestandard.com.hk\/finance\/article\/344586\/Japans-30-year-bond-yields-hit-record-high-ahead-of-PMs-remarks\" target=\"_blank\" rel=\"noopener\">https:\/\/www.thestandard.com.hk\/finance\/article\/344586\/Japans-30-year-bond-yields-hit-record-high-ahead-of-PMs-remarks<\/a><\/li>\n\n\n\n<li>\ubbf8\uad6d \uc7ac\ubb34\ubd80 \ud574\uc678 \ubcf4\uc720 \uad6d\ucc44(TIC): <a href=\"https:\/\/ticdata.treasury.gov\/resource-center\/data-chart-center\/tic\/Documents\/slt_table5.html\" target=\"_blank\" rel=\"noopener\">https:\/\/ticdata.treasury.gov\/resource-center\/data-chart-center\/tic\/Documents\/slt_table5.html<\/a><\/li>\n\n\n\n<li>\uc5d4\ud654 \ucc28\uc785 \uaddc\ubaa8(\uc81c\ud504\ub9ac\uc2a4 \ucd94\uc815): <a href=\"https:\/\/www.itiger.com\/news\/1174695303\" target=\"_blank\" rel=\"noopener\">https:\/\/www.itiger.com\/news\/1174695303<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud55c\uad6d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uae08\uc735\ud22c\uc790\ud611\ud68c \ucf54\uc2a4\ud53c \uc2dc\uac00\ucd1d\uc561 \ube44\uc911: <a href=\"https:\/\/www.kofia.or.kr\/brd\/m_17\/view.do?seq=2399\" target=\"_blank\" rel=\"noopener\">https:\/\/www.kofia.or.kr\/brd\/m_17\/view.do?seq=2399<\/a><\/li>\n\n\n\n<li>\uce74\uc6b4\ud130\ud3ec\uc778\ud2b8 D\ub7a8\u00b7HBM \uc810\uc720\uc728: <a href=\"https:\/\/counterpointresearch.com\/cn\/insights\/global-dram-and-hbm-market-share\" target=\"_blank\" rel=\"noopener\">https:\/\/counterpointresearch.com\/cn\/insights\/global-dram-and-hbm-market-share<\/a><\/li>\n\n\n\n<li>9\uc6d4 \uc218\ucd9c(\ucf54\ub9ac\uc544\ud0c0\uc784\uc2a4): <a href=\"https:\/\/www.koreatimes.co.kr\/economy\/20261001\/koreas-sept-exports-hit-record-1209-bil-on-robust-chip-sales\" target=\"_blank\" rel=\"noopener\">https:\/\/www.koreatimes.co.kr\/economy\/20261001\/koreas-sept-exports-hit-record-1209-bil-on-robust-chip-sales<\/a><\/li>\n\n\n\n<li>\uc0bc\uc131\uc804\uc790 3\ubd84\uae30 \uc7a0\uc815\uc2e4\uc801(\ud2b8\ub80c\ub4dc\ud3ec\uc2a4): <a href=\"https:\/\/trendforce.com\/news\/2026\/10\/08\/news-samsung-sees-3q26-operating-profit-soaring-783-to-record-krw-107-4-trillion-on-hbm4-memory-price-gains\" target=\"_blank\" rel=\"noopener\">https:\/\/trendforce.com\/news\/2026\/10\/08\/news-samsung-sees-3q26-operating-profit-soaring-783-to-record-krw-107-4-trillion-on-hbm4-memory-price-gains<\/a><\/li>\n\n\n\n<li>UBS HBM \uc218\uc694 \uc804\ub9dd: <a href=\"https:\/\/www.itiger.com\/news\/1175901853\" target=\"_blank\" rel=\"noopener\">https:\/\/www.itiger.com\/news\/1175901853<\/a><\/li>\n\n\n\n<li>SK\ud558\uc774\ub2c9\uc2a4 3\ubd84\uae30 \uc2e4\uc801: <a href=\"https:\/\/news.skhynix.co.kr\/q3-2026-business-results\/\" target=\"_blank\" rel=\"noopener\">https:\/\/news.skhynix.co.kr\/q3-2026-business-results\/<\/a><\/li>\n\n\n\n<li>SK\ud558\uc774\ub2c9\uc2a4 \uc7a5\uae30\uacc4\uc57d\u00b7\uc644\ud310 \ubc1c\uc5b8(SBS Biz): <a href=\"https:\/\/biz.sbs.co.kr\/amp\/article\/20000342578\" target=\"_blank\" rel=\"noopener\">https:\/\/biz.sbs.co.kr\/amp\/article\/20000342578<\/a> , <a href=\"https:\/\/biz.sbs.co.kr\/amp\/article\/20000342591\" target=\"_blank\" rel=\"noopener\">https:\/\/biz.sbs.co.kr\/amp\/article\/20000342591<\/a><\/li>\n\n\n\n<li>\uc0bc\uc131\uc804\uc790 3\ubd84\uae30 \ucf5c(\ub514\uc9c0\ud138\ub370\uc77c\ub9ac): <a href=\"https:\/\/www.ddaily.co.kr\/page\/view\/2026102912505933523\" target=\"_blank\" rel=\"noopener\">https:\/\/www.ddaily.co.kr\/page\/view\/2026102912505933523<\/a><\/li>\n\n\n\n<li>\uc0bc\uc131 \uc7a5\uae30\uacc4\uc57d \uc870\uac74(\ucf54\ub9ac\uc544\ud5e4\ub7f4\ub4dc): <a href=\"https:\/\/www.koreaherald.com\/article\/10828101\" target=\"_blank\" rel=\"noopener\">https:\/\/www.koreaherald.com\/article\/10828101<\/a><\/li>\n\n\n\n<li>\uc7a5\uae30\uacc4\uc57d \uc120\uc218\uae08 10~30% \ubcf4\ub3c4(\ud2b8\ub80c\ub4dc\ud3ec\uc2a4): <a href=\"https:\/\/www.trendforce.com\/news\/2026-04-09\/news-from-annual-deals-to-3-5-year-ltas-samsung-and-sk-hynix-reportedly-reset-big-tech-memory-contracts\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.trendforce.com\/news\/2026-04-09\/news-from-annual-deals-to-3-5-year-ltas-samsung-and-sk-hynix-reportedly-reset-big-tech-memory-contracts\/<\/a><\/li>\n\n\n\n<li>HBM4 \uc218\uc728\u00b7\uc0ac\uc591 \ubcf4\ub3c4(\ud2b8\ub80c\ub4dc\ud3ec\uc2a4, 2026.2.13): <a href=\"https:\/\/www.trendforce.com\/news\/2026\/02\/13\/news-nvidia-may-relax-hbm4-specs-as-samsung-and-sk-hynix-reportedly-face-capacity-yield-limits\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.trendforce.com\/news\/2026\/02\/13\/news-nvidia-may-relax-hbm4-specs-as-samsung-and-sk-hynix-reportedly-face-capacity-yield-limits\/<\/a><\/li>\n\n\n\n<li>2027\ub144 \uc694\uccad \ubb3c\ub7c9\uc758 60~70%\ub9cc \uacf5\uae09 \uac00\ub2a5 \ubcf4\ub3c4: <a href=\"https:\/\/mezha.ua\/en\/news\/main-memory-suppliers-capacity-for-2027-already-sold-out-313940\/\" target=\"_blank\" rel=\"noopener\">https:\/\/mezha.ua\/en\/news\/main-memory-suppliers-capacity-for-2027-already-sold-out-313940\/<\/a><\/li>\n\n\n\n<li>\uc6a9\uc778 \ub2e8\uc9c0 \ubb3c\u00b7\uc804\ub825 \uad6d\uc815\uac10\uc0ac(\uc544\uc2dc\uc544\uacbd\uc81c): <a href=\"https:\/\/view.asiae.co.kr\/en\/article\/2026100713000673909\" target=\"_blank\" rel=\"noopener\">https:\/\/view.asiae.co.kr\/en\/article\/2026100713000673909<\/a><\/li>\n\n\n\n<li>SK\ud558\uc774\ub2c9\uc2a4 \ubbf8\uad6d \uc99d\uad8c \uc11c\ub958: <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0002120882\/000119312526299963\/d32785d424b4.htm\" target=\"_blank\" rel=\"noopener\">https:\/\/www.sec.gov\/Archives\/edgar\/data\/0002120882\/000119312526299963\/d32785d424b4.htm<\/a><\/li>\n\n\n\n<li>\uc7a5\uae30\uacc4\uc57d\uc758 \ud55c\uacc4(\ubc88\uc2a4\ud0c0\uc778, TMGM \uc7ac\uac8c\uc7ac): <a href=\"https:\/\/www.tmgm.com\/de\/analysis\/market-news\/long-term-chip-contracts\" target=\"_blank\" rel=\"noopener\">https:\/\/www.tmgm.com\/de\/analysis\/market-news\/long-term-chip-contracts<\/a><\/li>\n\n\n\n<li>\uba54\ubaa8\ub9ac 3\uc0ac \uc774\uc911 \uc8fc\ubb38 \ub2e8\uc18d(\ud2b8\ub80c\ub4dc\ud3ec\uc2a4, 2026.1.30): <a href=\"https:\/\/www.trendforce.com\/news\/2026\/01\/30\/news-samsung-sk-hynix-and-micron-reportedly-rein-in-orders-to-curb-hoarding-as-supply-tightness-persists\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.trendforce.com\/news\/2026\/01\/30\/news-samsung-sk-hynix-and-micron-reportedly-rein-in-orders-to-curb-hoarding-as-supply-tightness-persists\/<\/a><\/li>\n\n\n\n<li>2022\ub144 4\ubd84\uae30 D\ub7a8 \ub9e4\ucd9c \uae09\uac10: <a href=\"https:\/\/iconnect007.com\/article\/135416\/global-dram-revenue-fell-by-more-than-30-for-4q22\/135419\/ein\" target=\"_blank\" rel=\"noopener\">https:\/\/iconnect007.com\/article\/135416\/global-dram-revenue-fell-by-more-than-30-for-4q22\/135419\/ein<\/a><\/li>\n\n\n\n<li>\ud55c\uad6d \uc815\ubd80 \ubc18\ub3c4\uccb4 \ud611\ub825 \ud328\ud0a4\uc9c0(\ud2b8\ub80c\ub4dc\ud3ec\uc2a4): <a href=\"https:\/\/datatrack.trendforce.com\/blog\/content\/61580\/south-korea-announces-us950-billion-ai-semiconductor-cooperation-accelerating-shift-toward-long-term-memory-supply-agreements\" target=\"_blank\" rel=\"noopener\">https:\/\/datatrack.trendforce.com\/blog\/content\/61580\/south-korea-announces-us950-billion-ai-semiconductor-cooperation-accelerating-shift-toward-long-term-memory-supply-agreements<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uacbd\uc7c1 \uce69\u00b7AI \ucf54\ub4dc \uc774\uc804<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5d4\ube44\ub514\uc544 \ubca0\ub77c \ub8e8\ube48 NVL72 \uc0ac\uc591: <a href=\"https:\/\/www.nvidia.com\/en-us\/data-center\/vera-rubin-nvl72\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.nvidia.com\/en-us\/data-center\/vera-rubin-nvl72\/<\/a><\/li>\n\n\n\n<li>\uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4 \uce69 \uc0ac\uc591(H100\u00b7B300\u00b7MI355X\u00b7\uc544\uc774\uc5b8\uc6b0\ub4dc): <a href=\"https:\/\/inferencex.semianalysis.com\/chips\/b300\" target=\"_blank\" rel=\"noopener\">https:\/\/inferencex.semianalysis.com\/chips\/b300<\/a> , <a href=\"https:\/\/inferencex.semianalysis.com\/glossary\/tpuv7-ironwood\" target=\"_blank\" rel=\"noopener\">https:\/\/inferencex.semianalysis.com\/glossary\/tpuv7-ironwood<\/a><\/li>\n\n\n\n<li>AMD MI455X(Phoronix): <a href=\"https:\/\/www.phoronix.com\/news\/AMD-Instinct-MI455X-Helios\" target=\"_blank\" rel=\"noopener\">https:\/\/www.phoronix.com\/news\/AMD-Instinct-MI455X-Helios<\/a><\/li>\n\n\n\n<li>\uad6c\uae00 TPU7x \ubb38\uc11c: <a href=\"https:\/\/docs.cloud.google.com\/tpu\/docs\/tpu7x\" target=\"_blank\" rel=\"noopener\">https:\/\/docs.cloud.google.com\/tpu\/docs\/tpu7x<\/a><\/li>\n\n\n\n<li>\uc544\ub9c8\uc874 \ud2b8\ub808\uc774\ub2c8\uc5c43: <a href=\"https:\/\/aws.amazon.com\/ec2\/instance-types\/trn3\/\" target=\"_blank\" rel=\"noopener\">https:\/\/aws.amazon.com\/ec2\/instance-types\/trn3\/<\/a><\/li>\n\n\n\n<li>MS \ub9c8\uc774\uc544 200: <a href=\"https:\/\/nand-research.com\/research-note-microsoft-azure-maia-200-inference-accelerator\/\" target=\"_blank\" rel=\"noopener\">https:\/\/nand-research.com\/research-note-microsoft-azure-maia-200-inference-accelerator\/<\/a><\/li>\n\n\n\n<li>\uc624\ud508AI \ud560\ub77c\ud53c\ub1e8(\uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4): <a href=\"https:\/\/newsletter.semianalysis.com\/p\/openai-jalapeno-better-than-nvidia\" target=\"_blank\" rel=\"noopener\">https:\/\/newsletter.semianalysis.com\/p\/openai-jalapeno-better-than-nvidia<\/a><\/li>\n\n\n\n<li>\uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4 TPUv7 \ubd84\uc11d(\uc564\ud2b8\ub85c\ud53d TPU \ud655\ubcf4\u00b7\uac00\uaca9): <a href=\"https:\/\/newsletter.semianalysis.com\/p\/tpuv7-google-takes-a-swing-at-the\" target=\"_blank\" rel=\"noopener\">https:\/\/newsletter.semianalysis.com\/p\/tpuv7-google-takes-a-swing-at-the<\/a><\/li>\n\n\n\n<li>\ube0c\ub85c\ub4dc\ucef4 \ub9de\ucda4\ud615 \uce69 \uace0\uac1d(Next Platform): <a href=\"https:\/\/www.nextplatform.com\/connect\/2026\/09\/10\/broadcom-rides-rocketing-trend-for-custom-ai-accelerators\/5295681\" target=\"_blank\" rel=\"noopener\">https:\/\/www.nextplatform.com\/connect\/2026\/09\/10\/broadcom-rides-rocketing-trend-for-custom-ai-accelerators\/5295681<\/a><\/li>\n\n\n\n<li>\uc560\ud50c MLX \ubd84\uc0b0 \ucd94\ub860: <a href=\"https:\/\/machinelearning.apple.com\/research\/mlx-distributed-inference\" target=\"_blank\" rel=\"noopener\">https:\/\/machinelearning.apple.com\/research\/mlx-distributed-inference<\/a><\/li>\n\n\n\n<li>mlx-lm(\ubcc0\ud658 \uba85\ub839, \uae30\uc5ec \uaddc\uce59): <a href=\"https:\/\/github.com\/ml-explore\/mlx-lm\" target=\"_blank\" rel=\"noopener\">https:\/\/github.com\/ml-explore\/mlx-lm<\/a><\/li>\n\n\n\n<li>mlx-vlm: <a href=\"https:\/\/github.com\/Blaizzy\/mlx-vlm\" target=\"_blank\" rel=\"noopener\">https:\/\/github.com\/Blaizzy\/mlx-vlm<\/a><\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544, \ub525\uc2dc\ud06c R1\ub85c \ucee4\ub110 \uc790\ub3d9 \uc0dd\uc131: <a href=\"https:\/\/developer.nvidia.com\/blog\/automating-gpu-kernel-generation-with-deepseek-r1-and-inference-time-scaling\/\" target=\"_blank\" rel=\"noopener\">https:\/\/developer.nvidia.com\/blog\/automating-gpu-kernel-generation-with-deepseek-r1-and-inference-time-scaling\/<\/a><\/li>\n\n\n\n<li>METR \ucee4\ub110 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uce21\uc815: <a href=\"https:\/\/metr.org\/blog\/2025-02-14-measuring-automated-kernel-engineering\" target=\"_blank\" rel=\"noopener\">https:\/\/metr.org\/blog\/2025-02-14-measuring-automated-kernel-engineering<\/a><\/li>\n\n\n\n<li>KernelBench: <a href=\"https:\/\/arxiv.org\/abs\/2502.10517\" target=\"_blank\" rel=\"noopener\">https:\/\/arxiv.org\/abs\/2502.10517<\/a><\/li>\n\n\n\n<li>\uc0ac\uce74\ub098AI \uc8fc\uc7a5 \ucca0\ud68c(TechCrunch): <a href=\"https:\/\/techcrunch.com\/2025\/02\/21\/sakana-walks-back-claims-that-its-ai-can-dramatically-speed-up-model-training\/\" target=\"_blank\" rel=\"noopener\">https:\/\/techcrunch.com\/2025\/02\/21\/sakana-walks-back-claims-that-its-ai-can-dramatically-speed-up-model-training\/<\/a><\/li>\n\n\n\n<li>\uad6c\uae00 \ub0b4\ubd80 AI \ucf54\ub4dc \uc774\uc804: <a href=\"https:\/\/arxiv.org\/abs\/2501.06972\" target=\"_blank\" rel=\"noopener\">https:\/\/arxiv.org\/abs\/2501.06972<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ube45\ud14c\ud06c \uc9c0\uac11<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 1\ubd84\uae30(FY27) \uc2e4\uc801(CNBC): <a href=\"https:\/\/www.cnbc.com\/2026\/10\/28\/microsoft-msft-q1-earnings-report-2027.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2026\/10\/28\/microsoft-msft-q1-earnings-report-2027.html<\/a><\/li>\n\n\n\n<li>\uc54c\ud30c\ubcb3 3\ubd84\uae30 \uc2e4\uc801(CNBC): <a href=\"https:\/\/www.cnbc.com\/2026\/10\/28\/alphabet-googl-earnings-q3-2026.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2026\/10\/28\/alphabet-googl-earnings-q3-2026.html<\/a><\/li>\n\n\n\n<li>\uc54c\ud30c\ubcb3 800\uc5b5 \ub2ec\ub7ec \uc8fc\uc2dd \ubc1c\ud589(\uc54c\uc790\uc9c0\ub77c): <a href=\"https:\/\/www.aljazeera.com\/amp\/economy\/2026\/6\/2\/google-parent-alphabet-to-sell-80bn-in-stock-to-fund-ai-plans\" target=\"_blank\" rel=\"noopener\">https:\/\/www.aljazeera.com\/amp\/economy\/2026\/6\/2\/google-parent-alphabet-to-sell-80bn-in-stock-to-fund-ai-plans<\/a><\/li>\n\n\n\n<li>\uc544\ub9c8\uc874 3\ubd84\uae30 \uc2e4\uc801(8-K): <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001018724\/000101872426000038\/amzn-20260930xex991.htm\" target=\"_blank\" rel=\"noopener\">https:\/\/www.sec.gov\/Archives\/edgar\/data\/0001018724\/000101872426000038\/amzn-20260930xex991.htm<\/a><\/li>\n\n\n\n<li>\uba54\ud0c0 3\ubd84\uae30 \uc2e4\uc801: <a href=\"https:\/\/www.prnewswire.com\/news-releases\/meta-reports-third-quarter-2026-results-302915964.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.prnewswire.com\/news-releases\/meta-reports-third-quarter-2026-results-302915964.html<\/a><\/li>\n\n\n\n<li>\uc624\ub77c\ud074 \ud68c\uc0ac\ucc44\u00b7\uac15\ub4f1 \uc704\ud5d8(TIKR): <a href=\"https:\/\/www.tikr.com\/blog\/oracle-bonds-downgrade-risk-ai-trade-fizzles\" target=\"_blank\" rel=\"noopener\">https:\/\/www.tikr.com\/blog\/oracle-bonds-downgrade-risk-ai-trade-fizzles<\/a><\/li>\n\n\n\n<li>\ube45\ud14c\ud06c \uc678\ubd80 \uc790\uae08 \uc870\ub2ec(\ud329\ud2b8\uc14b): <a href=\"https:\/\/insight.factset.com\/hyperscalers-tap-external-financing-as-ai-capex-outruns-cash-flow\" target=\"_blank\" rel=\"noopener\">https:\/\/insight.factset.com\/hyperscalers-tap-external-financing-as-ai-capex-outruns-cash-flow<\/a><\/li>\n\n\n\n<li>S&amp;P \ube45\ud14c\ud06c \uc2e0\uc6a9 \uacbd\uace0(FI-Desk): <a href=\"https:\/\/www.fi-desk.com\/ratings-analysis-hyperscaler-spending-rings-credit-alarm-bells\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.fi-desk.com\/ratings-analysis-hyperscaler-spending-rings-credit-alarm-bells\/<\/a><\/li>\n\n\n\n<li>\ubb34\ub514\uc2a4 \uc124\ube44\ud22c\uc790 \uc804\ub9dd(\ub514\uc9c0\ud138\ud22c\ub370\uc774): <a href=\"https:\/\/www.digitaltoday.co.kr\/en\/view\/84825\/moodys-unprecedented-ai-spending-threatens-credit-quality-of-amazon-meta-alphabet-and-others\" target=\"_blank\" rel=\"noopener\">https:\/\/www.digitaltoday.co.kr\/en\/view\/84825\/moodys-unprecedented-ai-spending-threatens-credit-quality-of-amazon-meta-alphabet-and-others<\/a><\/li>\n\n\n\n<li>\ubca0\uc778 6\uc870 \ub2ec\ub7ec: <a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/bain-ai-needs-6-trillion-125144826.html\" target=\"_blank\" rel=\"noopener\">https:\/\/finance.yahoo.com\/technology\/ai\/articles\/bain-ai-needs-6-trillion-125144826.html<\/a><\/li>\n\n\n\n<li>IMF \ube45\ud14c\ud06c \ud68c\uc0ac\ucc44 \ube44\uc911(\uc544\uc2dc\uc544\ud0c0\uc784\uc2a4): <a href=\"https:\/\/asiatimes.com\/2026\/10\/imf-warns-of-debt-fueled-ai-spending-as-bubble-fears-grow\/\" target=\"_blank\" rel=\"noopener\">https:\/\/asiatimes.com\/2026\/10\/imf-warns-of-debt-fueled-ai-spending-as-bubble-fears-grow\/<\/a><\/li>\n\n\n\n<li>\ud074\ub77c\uc6b0\ub4dc 3\uc0ac \ub9e4\ucd9c(CNBC): <a href=\"https:\/\/www.cnbc.com\/2026\/10\/29\/aws-q3-earnings-report-2026.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2026\/10\/29\/aws-q3-earnings-report-2026.html<\/a><\/li>\n\n\n\n<li>\uc624\ud508AI \uc870\ub2ec \ubaa9\ud45c \ucd95\uc18c(FT \uc778\uc6a9, 2026.10.30): <a href=\"https:\/\/startupfortune.com\/openai-cuts-its-funding-round-target-by-10-billion-dollars-amid-market-jitters\/\" target=\"_blank\" rel=\"noopener\">https:\/\/startupfortune.com\/openai-cuts-its-funding-round-target-by-10-billion-dollars-amid-market-jitters\/<\/a><\/li>\n\n\n\n<li>\uc564\ud2b8\ub85c\ud53d S-1 \uc57d\uc815(MLQ): <a href=\"https:\/\/mlq.ai\/news\/anthropics-s-1-shows-a-fast-growing-ai-company-built-on-extraordinary-compute-obligations\/\" target=\"_blank\" rel=\"noopener\">https:\/\/mlq.ai\/news\/anthropics-s-1-shows-a-fast-growing-ai-company-built-on-extraordinary-compute-obligations\/<\/a><\/li>\n\n\n\n<li>\uc624\ub77c\ud074 \uc8fc\ud53c\ud130 \ubd88\uac00\ud56d\ub825(CNBC): <a href=\"https:\/\/www.cnbc.com\/2026\/09\/24\/oracle-data-center-force-majeure.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2026\/09\/24\/oracle-data-center-force-majeure.html<\/a><\/li>\n\n\n\n<li>\ube14\ub8e8\uc544\uc6b8, \uc624\ub77c\ud074 \ubbf8\uc2dc\uac04 \uc790\uae08 \uac70\uc808(DCD): <a href=\"https:\/\/www.datacenterdynamics.com\/en\/news\/blue-owl-opts-not-to-fund-oracles-10bn-michigan-data-center\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.datacenterdynamics.com\/en\/news\/blue-owl-opts-not-to-fund-oracles-10bn-michigan-data-center\/<\/a><\/li>\n\n\n\n<li>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc124\ube44\ud22c\uc790 \ud558\ud5a5 \ub4a4 \ub124\uc624\ud074\ub77c\uc6b0\ub4dc \ud558\ub77d(CNBC): <a href=\"https:\/\/www.cnbc.com\/2026\/10\/28\/neocloud-stocks-drop-after-microsoft-revises-capex-down.html\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cnbc.com\/2026\/10\/28\/neocloud-stocks-drop-after-microsoft-revises-capex-down.html<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc804\uae30<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub85c\ub80c\uc2a4\ubc84\ud074\ub9ac\uc5f0\uad6c\uc18c \ub370\uc774\ud130\uc13c\ud130 \uc804\ub825 \uc804\ub9dd(E&amp;E): <a href=\"https:\/\/eenews.net\/articles\/us-data-centers-electricity-use-could-double-by-2030-doe-lab-says\" target=\"_blank\" rel=\"noopener\">https:\/\/eenews.net\/articles\/us-data-centers-electricity-use-could-double-by-2030-doe-lab-says<\/a><\/li>\n\n\n\n<li>BNEF\u00b7\ubc45\ud06c\uc624\ube0c\uc544\uba54\ub9ac\uce74 \uc218\uc694 \uc804\ub9dd(Utility Dive): <a href=\"https:\/\/www.utilitydive.com\/news\/bnef-chip-based-model-pegs-us-2033-data-center-demand-at-up-to-200-gw\/825910\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.utilitydive.com\/news\/bnef-chip-based-model-pegs-us-2033-data-center-demand-at-up-to-200-gw\/825910\/<\/a><\/li>\n\n\n\n<li>EIA \uc804\uae30\uc694\uae08 \uc804\ub9dd(Utility Dive): <a href=\"https:\/\/www.utilitydive.com\/news\/data-centers-electricity-residential-rates-eia\/820342\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.utilitydive.com\/news\/data-centers-electricity-residential-rates-eia\/820342\/<\/a><\/li>\n\n\n\n<li>ERCOT \ub300\uae30\uc5f4 \uac10\uc0ac(POWER): <a href=\"https:\/\/powermag.com\/abbott-orders-full-audit-of-texas-data-center-interconnection-queue-threatens-to-deny-grid-access\/\" target=\"_blank\" rel=\"noopener\">https:\/\/powermag.com\/abbott-orders-full-audit-of-texas-data-center-interconnection-queue-threatens-to-deny-grid-access\/<\/a><\/li>\n\n\n\n<li>AEP \uc624\ud558\uc774\uc624 \uc2e0\uccad \uac10\uc18c(DCD): <a href=\"https:\/\/www.datacenterdynamics.com\/en\/news\/aep-ohio-slashes-data-center-pipeline-by-more-than-half-report\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.datacenterdynamics.com\/en\/news\/aep-ohio-slashes-data-center-pipeline-by-more-than-half-report\/<\/a><\/li>\n\n\n\n<li>GE \ubc84\ub178\ubc14 \uac00\uc2a4\ud130\ube48 \uc218\uc8fc\uc794\uace0: <a href=\"https:\/\/www.turbomachinerymag.com\/view\/ge-vernova-gas-turbine-backlog-hits-116-gw-as-power-orders-more-than-double\" target=\"_blank\" rel=\"noopener\">https:\/\/www.turbomachinerymag.com\/view\/ge-vernova-gas-turbine-backlog-hits-116-gw-as-power-orders-more-than-double<\/a><\/li>\n\n\n\n<li>\uac00\uc2a4\ud130\ube48 \ubd80\uc871\uacfc \uac00\uaca9(\uc624\uc77c\ud504\ub77c\uc774\uc2a4): <a href=\"https:\/\/oilprice.com\/Energy\/Energy-General\/The-Gas-Turbine-Shortage-Just-Became-AIs-Biggest-Constraint.amp.html\" target=\"_blank\" rel=\"noopener\">https:\/\/oilprice.com\/Energy\/Energy-General\/The-Gas-Turbine-Shortage-Just-Became-AIs-Biggest-Constraint.amp.html<\/a><\/li>\n\n\n\n<li>\ubcc0\uc555\uae30\u00b7\ucc28\ub2e8\uae30 \ub300\uae30(\ub85c\uc774\ud130, \ud0a4\ud2b8\ucf54 \uc7ac\uac8c\uc7ac): <a href=\"https:\/\/www.kitco.com\/news\/off-the-wire\/2026-07-09\/us-power-companies-scramble-secure-equipment-surging-data-center\" target=\"_blank\" rel=\"noopener\">https:\/\/www.kitco.com\/news\/off-the-wire\/2026-07-09\/us-power-companies-scramble-secure-equipment-surging-data-center<\/a><\/li>\n\n\n\n<li>\uc1a1\uc804\uc120 \uac74\uc124(\uadf8\ub9ac\ub4dc\uc2a4\ud2b8\ub798\ud2f0\uc9c0\uc2a4): <a href=\"https:\/\/gridstrategiesllc.com\/wp-content\/uploads\/ACEG_Grid-Strategies_Fewer-New-Miles-2025_vF.pdf\" target=\"_blank\" rel=\"noopener\">https:\/\/gridstrategiesllc.com\/wp-content\/uploads\/ACEG_Grid-Strategies_Fewer-New-Miles-2025_vF.pdf<\/a><\/li>\n\n\n\n<li>PJM 2027\/28 \uc6a9\ub7c9 \uacbd\ub9e4: <a href=\"https:\/\/www.pjm.com\/-\/media\/DotCom\/about-pjm\/newsroom\/2025-releases\/20251217-pjm-auction-procures-134479-mw-of-generation-resources.pdf\" target=\"_blank\" rel=\"noopener\">https:\/\/www.pjm.com\/-\/media\/DotCom\/about-pjm\/newsroom\/2025-releases\/20251217-pjm-auction-procures-134479-mw-of-generation-resources.pdf<\/a><\/li>\n\n\n\n<li>NERC 3\ub2e8\uacc4 \uacbd\ubcf4(Utility Dive): <a href=\"https:\/\/www.utilitydive.com\/news\/nerc-issues-rare-level-3-alert-over-data-center-load-losses\/819295\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.utilitydive.com\/news\/nerc-issues-rare-level-3-alert-over-data-center-load-losses\/819295\/<\/a><\/li>\n\n\n\n<li>\uc5d0\ub108\uc9c0\ubd80 \uae34\uae09\uba85\ub839(Spotlight PA): <a href=\"https:\/\/www.spotlightpa.org\/news\/2026\/07\/data-centers-power-grid-heat-wave-emergency-orders-federal-government\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.spotlightpa.org\/news\/2026\/07\/data-centers-power-grid-heat-wave-emergency-orders-federal-government\/<\/a><\/li>\n\n\n\n<li>\ub098\ub378\ub77c &#8220;\uaf42\uc744 \ub370 \uc5c6\ub294 \uce69&#8221;(DCD): <a href=\"https:\/\/www.datacenterdynamics.com\/en\/news\/microsoft-has-ai-gpus-sitting-in-inventory-because-it-lacks-the-power-necessary-to-install-them\" target=\"_blank\" rel=\"noopener\">https:\/\/www.datacenterdynamics.com\/en\/news\/microsoft-has-ai-gpus-sitting-in-inventory-because-it-lacks-the-power-necessary-to-install-them<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uaddc\uc81c\u00b7\uc9c0\uc5ed \ubc18\ub300<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130\uc13c\ud130\uc6cc\uce58 1\ubd84\uae30\u00b72\ubd84\uae30: <a href=\"https:\/\/datacenterwatch.org\/q1-2026\" target=\"_blank\" rel=\"noopener\">https:\/\/datacenterwatch.org\/q1-2026<\/a> , <a href=\"https:\/\/datacenterwatch.org\/q2-2026\" target=\"_blank\" rel=\"noopener\">https:\/\/datacenterwatch.org\/q2-2026<\/a><\/li>\n\n\n\n<li>\ud504\ub9b0\uc2a4\uc70c\ub9ac\uc5c4 \ub514\uc9c0\ud138 \uac8c\uc774\ud2b8\uc6e8\uc774 \ud56d\uc18c\uc2ec: <a href=\"https:\/\/valawyersweekly.com\/2026\/04\/01\/virginia-court-upholds-block-prince-william-digital-gateway\/\" target=\"_blank\" rel=\"noopener\">https:\/\/valawyersweekly.com\/2026\/04\/01\/virginia-court-upholds-block-prince-william-digital-gateway\/<\/a><\/li>\n\n\n\n<li>\ud22c\uc190 \ud504\ub85c\uc81d\ud2b8 \ube14\ub8e8: <a href=\"https:\/\/www.azfamily.com\/2025\/08\/09\/tucson-rejects-amazon-linked-data-center-amid-water-energy-concerns\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.azfamily.com\/2025\/08\/09\/tucson-rejects-amazon-linked-data-center-amid-water-energy-concerns\/<\/a><\/li>\n\n\n\n<li>\ud3ec\ud2b8\uc6cc\uc2f1\ud134 \uc8fc\ubbfc\ud22c\ud45c: <a href=\"https:\/\/www.ibtimes.com\/anti-data-center-referendum-passes-wisconsin-town-huge-margin-3801021\" target=\"_blank\" rel=\"noopener\">https:\/\/www.ibtimes.com\/anti-data-center-referendum-passes-wisconsin-town-huge-margin-3801021<\/a><\/li>\n\n\n\n<li>\ub274\uc695 \ubaa8\ub77c\ud1a0\ub9ac\uc5c4(DLA\ud30c\uc774\ud37c): <a href=\"https:\/\/www.dlapiper.com\/insights\/publications\/2026\/07\/new-york-state-legislature-passes-first-in-the-nation-data-center-moratorium\" target=\"_blank\" rel=\"noopener\">https:\/\/www.dlapiper.com\/insights\/publications\/2026\/07\/new-york-state-legislature-passes-first-in-the-nation-data-center-moratorium<\/a><\/li>\n\n\n\n<li>\uc8fc\ubcc4 \uc138\uae08 \uac10\uba74 \uc911\ub2e8: <a href=\"https:\/\/sales.tax\/sales-tax-updates\/data-center-sales-tax-exemption-paused-ohio-arizona-illinois-2026\/\" target=\"_blank\" rel=\"noopener\">https:\/\/sales.tax\/sales-tax-updates\/data-center-sales-tax-exemption-paused-ohio-arizona-illinois-2026\/<\/a><\/li>\n\n\n\n<li>\ud14d\uc0ac\uc2a4 SB6(\uc2dc\ub4e4\ub9ac): <a href=\"https:\/\/www.sidley.com\/en\/insights\/publications\/2025\/11\/how-new-law-transforms-large-load-power-projects-in-texas\" target=\"_blank\" rel=\"noopener\">https:\/\/www.sidley.com\/en\/insights\/publications\/2025\/11\/how-new-law-transforms-large-load-power-projects-in-texas<\/a><\/li>\n\n\n\n<li>\uac24\ub7fd \ub370\uc774\ud130\uc13c\ud130 \uc5ec\ub860(FOX6): <a href=\"https:\/\/www.fox6now.com\/news\/americans-oppose-ai-data-centers-communities-survey-finds\" target=\"_blank\" rel=\"noopener\">https:\/\/www.fox6now.com\/news\/americans-oppose-ai-data-centers-communities-survey-finds<\/a><\/li>\n\n\n\n<li>\uc120\uac70 \uad11\uace0(OPB): <a href=\"https:\/\/www.opb.org\/article\/2026\/09\/05\/data-centers-have-republicans-and-democrats-on-the-same-page\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.opb.org\/article\/2026\/09\/05\/data-centers-have-republicans-and-democrats-on-the-same-page\/<\/a><\/li>\n\n\n\n<li>\ub370\uc774\ud130\uc13c\ud130 \uc778\ud5c8\uac00 \uac00\uc18d \ud589\uc815\uba85\ub839: <a href=\"https:\/\/www.bdlaw.com\/natural-resources-federal-lands\/publications\/trump-administration-issues-executive-order-to-facilitate-data-center-development\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.bdlaw.com\/natural-resources-federal-lands\/publications\/trump-administration-issues-executive-order-to-facilitate-data-center-development\/<\/a><\/li>\n\n\n\n<li>\uc544\uc77c\ub79c\ub4dc \uc811\uc18d \uc815\ucc45: <a href=\"https:\/\/www.cru.ie\/about-us\/news\/the-cru-publishes-its-decision-on-new-electricity-connection-policy-for-data-centres\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.cru.ie\/about-us\/news\/the-cru-publishes-its-decision-on-new-electricity-connection-policy-for-data-centres\/<\/a><\/li>\n\n\n\n<li>\uc138\ubbf8\uc560\ub110\ub9ac\uc2dc\uc2a4 \ubaa8\ub77c\ud1a0\ub9ac\uc5c4 \uc601\ud5a5: <a href=\"https:\/\/newsletter.semianalysis.com\/p\/everyone-says-datacenter-moratoriums\" target=\"_blank\" rel=\"noopener\">https:\/\/newsletter.semianalysis.com\/p\/everyone-says-datacenter-moratoriums<\/a><\/li>\n\n\n\n<li>\uc0ac\uc774\ud2b8\ub77c\uc778 \uc9c0\uc5f0 \uc804\ub9dd(Latitude Media): <a href=\"https:\/\/www.latitudemedia.com\/news\/up-to-half-of-the-worlds-data-centers-may-be-delayed-this-year\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.latitudemedia.com\/news\/up-to-half-of-the-worlds-data-centers-may-be-delayed-this-year\/<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uadf8 \ubc16\uc758 \uc704\ud5d8\u00b7\ubc18\ub300 \uc2dc\ub098\ub9ac\uc624<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubbf8\uad6d \uc778\uad6c\uc870\uc0ac\uad6d \uae30\uc5c5 AI \uc0ac\uc6a9: <a href=\"https:\/\/census.gov\/library\/stories\/2026\/05\/ai-use-businesses.html\" target=\"_blank\" rel=\"noopener\">https:\/\/census.gov\/library\/stories\/2026\/05\/ai-use-businesses.html<\/a><\/li>\n\n\n\n<li>NBER \uacbd\uc601\uc9c4 \uc870\uc0ac: <a href=\"https:\/\/www.nber.org\/papers\/w34836\" target=\"_blank\" rel=\"noopener\">https:\/\/www.nber.org\/papers\/w34836<\/a><\/li>\n\n\n\n<li>\ub9e5\ud0a8\uc9c0 AI \ud604\ud669 2026(FM): <a href=\"https:\/\/www.fm-magazine.com\/news\/2026\/sep\/companies-financial-value-from-ai-holds-firm-in-2026\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.fm-magazine.com\/news\/2026\/sep\/companies-financial-value-from-ai-holds-firm-in-2026\/<\/a><\/li>\n\n\n\n<li>\ub525\uc2dc\ud06c V4 \uac00\uaca9(Fortune): <a href=\"https:\/\/www.fortune.com\/2026\/04\/24\/deepseek-v4-ai-model-price-performance-china-open-source\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.fortune.com\/2026\/04\/24\/deepseek-v4-ai-model-price-performance-china-open-source\/<\/a><\/li>\n\n\n\n<li>\ud1a0\ud070 \uac12\uacfc \uc81c\ubc88\uc2a4 \uc5ed\uc124(Fortune): <a href=\"https:\/\/fortune.com\/2026\/06\/17\/why-is-ai-spending-increasing-as-tokens-get-cheaper-jevons-paradox\/\" target=\"_blank\" rel=\"noopener\">https:\/\/fortune.com\/2026\/06\/17\/why-is-ai-spending-increasing-as-tokens-get-cheaper-jevons-paradox\/<\/a><\/li>\n\n\n\n<li>\uad6c\uae00 \ud1a0\ud070 \ucc98\ub9ac\ub7c9(I\/O 2026): <a href=\"https:\/\/blog.google\/innovation-and-ai\/sundar-pichai-io-2026\/\" target=\"_blank\" rel=\"noopener\">https:\/\/blog.google\/innovation-and-ai\/sundar-pichai-io-2026\/<\/a><\/li>\n\n\n\n<li>\ud1b5\uc2e0 \uac70\ud488\uacfc \uad11\ucf00\uc774\ube14(\ub308\ub7ec\uc2a4 \uc5f0\uc740): <a href=\"https:\/\/www.dallasfed.org\/~\/media\/documents\/research\/swe\/2002\/swe0201c.pdf\" target=\"_blank\" rel=\"noopener\">https:\/\/www.dallasfed.org\/~\/media\/documents\/research\/swe\/2002\/swe0201c.pdf<\/a><\/li>\n\n\n\n<li>\uc911\uad6d \uac08\ub968\u00b7\uac8c\ub974\ub9c8\ub284 \uc218\ucd9c \uae08\uc9c0 \uc720\uc608: <a href=\"https:\/\/compoundsemiconductor.net\/article\/122926\/China_suspends_US_export_ban_on_Ga_and_Ge_and_Sb\" target=\"_blank\" rel=\"noopener\">https:\/\/compoundsemiconductor.net\/article\/122926\/China_suspends_US_export_ban_on_Ga_and_Ge_and_Sb<\/a><\/li>\n\n\n\n<li>AWS \uc911\ub3d9 \uc2dc\uc124 \ud53c\ud574(The Register): <a href=\"https:\/\/www.theregister.com\/2026\/03\/02\/amazon_outages_middle_east\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.theregister.com\/2026\/03\/02\/amazon_outages_middle_east\/<\/a><\/li>\n\n\n\n<li>\uce74\ud0c0\ub974 \ud5ec\ub968 \uc911\ub2e8(WTOP): <a href=\"https:\/\/wtop.com\/news\/2026\/03\/iran-war-halts-qatar-helium-output-threatening-global-tech-supply-chains\/\" target=\"_blank\" rel=\"noopener\">https:\/\/wtop.com\/news\/2026\/03\/iran-war-halts-qatar-helium-output-threatening-global-tech-supply-chains\/<\/a><\/li>\n\n\n\n<li>\uc564\ud2b8\ub85c\ud53d \uc800\uc791\uad8c \ud569\uc758 \ucd5c\uc885 \uc2b9\uc778(\uc791\uac00\uc870\ud569): <a href=\"https:\/\/authorsguild.org\/news\/court-grants-final-approval-anthropic-copyright-settlement\/\" target=\"_blank\" rel=\"noopener\">https:\/\/authorsguild.org\/news\/court-grants-final-approval-anthropic-copyright-settlement\/<\/a><\/li>\n\n\n\n<li>EU AI\ubc95 \uace0\uc704\ud5d8 \uc758\ubb34 \uc5f0\uae30(\uae41\uc2a8\ub358): <a href=\"https:\/\/www.gibsondunn.com\/eu-ai-act-omnibus-agreement-postponed-high-risk-deadlines-and-other-key-changes\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.gibsondunn.com\/eu-ai-act-omnibus-agreement-postponed-high-risk-deadlines-and-other-key-changes\/<\/a><\/li>\n\n\n\n<li>\uc564\ud2b8\ub85c\ud53d \uc2dc\ub9ac\uc988 G(\uc5f0\ud658\uc0b0 \ub9e4\ucd9c 140\uc5b5 \ub2ec\ub7ec): <a href=\"https:\/\/www.anthropic.com\/news\/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation\" target=\"_blank\" rel=\"noopener\">https:\/\/www.anthropic.com\/news\/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation<\/a><\/li>\n\n\n\n<li>\uc5d4\ube44\ub514\uc544 FY27 2\ubd84\uae30 \uc2e4\uc801(StorageNewsletter): <a href=\"https:\/\/www.storagenewsletter.com\/2026\/08\/27\/nvidia-fiscal-2q27-financial-results\/\" target=\"_blank\" rel=\"noopener\">https:\/\/www.storagenewsletter.com\/2026\/08\/27\/nvidia-fiscal-2q27-financial-results\/<\/a><\/li>\n\n\n\n<li>\ubbf8\uad6d 2\ubd84\uae30 \uc0dd\uc0b0\uc131(\ud0a4\ud2b8\ucf54): <a href=\"https:\/\/www.kitco.com\/news\/off-the-wire\/2026-08-06\/us-labor-market-stable-worker-productivity-accelerates-second-quarter\" target=\"_blank\" rel=\"noopener\">https:\/\/www.kitco.com\/news\/off-the-wire\/2026-08-06\/us-labor-market-stable-worker-productivity-accelerates-second-quarter<\/a><\/li>\n\n\n\n<li>\uc544\ud3f4\ub85c \uc124\ube44\ud22c\uc790 GDP \ube44\uc911: <a href=\"https:\/\/www.apollo.com\/institutional\/insights-news\/insights\/daily-spark\/the-ai-capex-boom-is-building-twice-as-fast-as-the-housing-boom\" target=\"_blank\" rel=\"noopener\">https:\/\/www.apollo.com\/institutional\/insights-news\/insights\/daily-spark\/the-ai-capex-boom-is-building-twice-as-fast-as-the-housing-boom<\/a><\/li>\n\n\n\n<li>\ub098\uc2a4\ub2e5 \uc885\ud569\uc9c0\uc218: <a href=\"https:\/\/en.wikipedia.org\/wiki\/Nasdaq_Composite\" target=\"_blank\" rel=\"noopener\">https:\/\/en.wikipedia.org\/wiki\/Nasdaq_Composite<\/a><\/li>\n\n\n\n<li>\uc170\uc77c \ud30c\uc0b0(World Oil): <a href=\"https:\/\/worldoil.com\/news\/2020\/6\/29\/chesapeake-joins-more-than-200-other-bankrupt-u-s-shale-producers\/\" target=\"_blank\" rel=\"noopener\">https:\/\/worldoil.com\/news\/2020\/6\/29\/chesapeake-joins-more-than-200-other-bankrupt-u-s-shale-producers\/<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>\uc5ec\ub7ec\ubd84 \uc694\uc998 AI \ucabd \ub3c8 \ud750\ub984 \ubcf4\uace0 \uacc4\uc2ed\ub2c8\uae4c? \uc800\ub294 \ubcf4\uace0 \uc788\uc73c\uba74 \uba38\ub9ac\uac00 \uc880 \uc544\ud515\ub2c8\ub2e4. \uc624\ub298 \ubb38\ub4dd \ub4e0 \uc0dd\uac01\uc774 \uc788\uc5b4\uc11c \ud2b9\uc9d1\uc73c\ub85c \uae38\uac8c \uc368 \ubd05\ub2c8\ub2e4. \uc790\ub8cc \uc870\uc0ac\ub791 \uc22b\uc790 \uc815\ub9ac\ub294 \ud074\ub85c\ub4dc\ud55c\ud14c \uac19\uc774 \ubd80\ud0c1\ud588\uc2b5\ub2c8\ub2e4. \ucd9c\ucc98\ub294 \uc804\ubd80 \ub9e8 \ubc11\uc5d0 \ub2ec\uc544 \ub480\uc73c\ub2c8 \ud2c0\ub9b0 \uac8c \uc788\uc73c\uba74 \uc54c\ub824\uc8fc\uc138\uc694. \uae00\uc774 \uc9c4\uc9dc \uae41\ub2c8\ub2e4. \ubc14\uc058\uc2e0 \ubd84\ub4e4\uc740 0\ubc88\ub9cc \ubcf4\uc154\ub3c4 \ub429\ub2c8\ub2e4. \uadf8\ub7ec\uba74 \uc2dc\uc791\ud558\uaca0\uc2b5\ub2c8\ub2e4. 0. \uacb0\ub860\ubd80\ud130 \ud55c \uc904\ub85c \uc904\uc774\uba74\u2026<\/p>\n","protected":false},"author":1,"featured_media":4910,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[],"class_list":["post-4909","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-personality"],"_links":{"self":[{"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=\/wp\/v2\/posts\/4909","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4909"}],"version-history":[{"count":2,"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=\/wp\/v2\/posts\/4909\/revisions"}],"predecessor-version":[{"id":4937,"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=\/wp\/v2\/posts\/4909\/revisions\/4937"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=\/wp\/v2\/media\/4910"}],"wp:attachment":[{"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4909"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4909"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/saku-hika.azki.in\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4909"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}