{"id":32833,"date":"2025-11-26T09:09:33","date_gmt":"2025-11-26T09:09:33","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/nvidia-%ea%b5%ac%ea%b8%80%ec%9d%98-tpu%ec%97%90-%ec%9d%98%ed%95%b4-%ed%9d%94%eb%93%a4%eb%a6%ac%eb%8b%a4\/"},"modified":"2025-11-26T09:09:33","modified_gmt":"2025-11-26T09:09:33","slug":"nvidia-%ea%b5%ac%ea%b8%80%ec%9d%98-tpu%ec%97%90-%ec%9d%98%ed%95%b4-%ed%9d%94%eb%93%a4%eb%a6%ac%eb%8b%a4","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/analysis\/nvidia-%ea%b5%ac%ea%b8%80%ec%9d%98-tpu%ec%97%90-%ec%9d%98%ed%95%b4-%ed%9d%94%eb%93%a4%eb%a6%ac%eb%8b%a4\/","title":{"rendered":"Nvidia, \uad6c\uae00\uc758 TPU\uc5d0 \uc758\ud574 \ud754\ub4e4\ub9ac\ub2e4."},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2025\/04\/image_fx-90-1024x559.png\" alt=\"\" class=\"wp-image-20965\" \/><\/figure>\n\n\n\n<p><strong>\uc8fc\uc694 \uc0ac\ud56d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Nvidia\ub294 2.26%<\/strong> \ud558\ub77d\ud558\uc5ec $177.29\uc5d0 \uac70\ub798\ub418\uace0 \uc788\uc73c\uba70, \ud558\ub8e8 \uc911 7% \uc774\uc0c1 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>Meta\uac00 2027\ub144\uae4c\uc9c0<\/strong> Google\uc758 \ud150\uc11c \ucc98\ub9ac \uc7a5\uce58(TPU)\ub97c \ucc44\ud0dd\ud560 \uc218 \uc788\ub2e4\ub294 \uc18c\uc2dd\uc774 Nvidia\uc758 \uc9c0\ubc30\ub825\uc744 \ud754\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>Google \uc8fc\uac00\ub294 \ub9de\ucda4\ud615 AI \uce69\uc5d0 \ub300\ud55c \uae30\ub300\uac10 \uc18d\uc5d0 \ub2e4\uc2dc \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4 (+1.5%).<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\" \/>\n\n\n\n<p>Nvidia\uc758 AI \uce69 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc9c0\ubc30\ub825\uc774 \uc774\ubc88 \uc8fc <strong>Meta<\/strong>\uac00 <strong>Google\uc758 \ud150\uc11c \ucc98\ub9ac \uc7a5\uce58(TPU)<\/strong>\ub85c \uc804\ud658\ud558\ub294 \ubc29\uc548\uc744 \uac80\ud1a0\ud558\uace0 \uc788\ub2e4\ub294 \ubcf4\ub3c4\ub85c \ud754\ub4e4\ub838\uc2b5\ub2c8\ub2e4. \uc774\ub294 AI \uc778\ud504\ub77c \uad6c\uc870\uc5d0 \ub300\ud55c \uce58\uc5f4\ud55c \uacbd\uc7c1 \uad6c\ub3c4\ub97c \ud615\uc131\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Google, the sleeping giant in global AI race, now \u2018fully awake\u2019 <a href=\"https:\/\/t.co\/Rg3KGOFV5Z\">https:\/\/t.co\/Rg3KGOFV5Z<\/a> via <a href=\"https:\/\/twitter.com\/business?ref_src=twsrc%5Etfw\">@business<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/twitter.com\/YahooFinance\/status\/1993367680448160194?ref_src=twsrc%5Etfw\">November 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>Nvidia\uc758 <strong>GPU(\uadf8\ub798\ud53d \ucc98\ub9ac \uc7a5\uce58)<\/strong>\ub294 AI \ud6c8\ub828 \ubc0f \ucd94\ub860\uc5d0\uc11c \ucd5c\uace0\uc758 \uae30\uc900(\ud669\uae08 \uae30\uc900)\uc73c\ub85c \ub0a8\uc544 \uc788\uc9c0\ub9cc, <strong>Google\uc758 TPU<\/strong>\ub294 \ud2b9\uc815 AI \uc791\uc5c5\uc5d0 \ub9de\ucdb0 \uc124\uacc4\ub418\uc5b4 \ub354\uc6b1 \ub192\uc740 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uacfc \ub0ae\uc740 \ube44\uc6a9\uc744 \uc57d\uc18d\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uba54\uac00 \uc9c0\ucd9c\uc790\ub4e4\uc778 Meta\ub294 \uc62c\ud574 AI \uc778\ud504\ub77c\uc5d0 <strong>720\uc5b5 \ub2ec\ub7ec<\/strong>\ub97c \uc4f8 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ud6a8\uc728\uc131\uc5d0\uc11c \uc870\uae08\uc774\ub77c\ub3c4 \uc774\ub4dd\uc744 \ubcf4\uba74 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\ub2e4\uc591\uc131\uc73c\ub85c\uc758 \uc774\ub3d9\uc740 \uc9c1\uc811\uc801\uc778 \uc9c0\ubc30\ub825 \uc0c1\uc2e4\uc740 \uc544\ub2c8\uc9c0\ub9cc, \uba54\ud0c0\uc640 \uac19\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uae30\uc5c5\ub4e4\uc774 <strong>\ub2e4\uc591\ud55c \uacf5\uae09\uc5c5\uccb4<\/strong>\ub97c \uc6d0\ud558\uace0 \uc788\ub2e4\ub294 \uc2e0\ud638\uc785\ub2c8\ub2e4. \uc774\ub294 \uacf5\uae09\ub9dd \uc81c\uc57d\uc774 Nvidia\uc5d0 \ub300\ud55c \uc758\uc874\ub3c4\uc758 \uc704\ud5d8\uc131\uc744 \ubd80\uac01\uc2dc\ud0a8 \ud6c4 \ub098\ud0c0\ub09c \uacbd\ud5a5\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Meta in talks to spend billions on Google&#39;s chips, The Information reports <a href=\"https:\/\/t.co\/iIfxAKCz7b\">https:\/\/t.co\/iIfxAKCz7b<\/a> <a href=\"https:\/\/t.co\/iIfxAKCz7b\">https:\/\/t.co\/iIfxAKCz7b<\/a><\/p>&mdash; Reuters (@Reuters) <a href=\"https:\/\/twitter.com\/Reuters\/status\/1993387996041601297?ref_src=twsrc%5Etfw\">November 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Nvidia \uc8fc\uac00 \uae09\ub77d<\/h2>\n\n\n\n<p>Nvidia\uc758 \uc8fc\uac00\ub294 \ud654\uc694\uc77c\uc5d0 <strong>2.26%<\/strong> \ud558\ub77d\ud558\uc5ec <strong>$177.29<\/strong>\uc5d0 \uac70\ub798\ub418\uace0, \ud558\ub8e8 \uc911\uc5d0 <strong>7% \uc774\uc0c1 \ud558\ub77d<\/strong>\ud558\uc5ec \uae09\uaca9\ud55c \ub9e4\ub3c4 \ubc18\uc751\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc218\uc775\uc774\ub098 \uc9c0\uce68\uc5d0 \ubcc0\ud654\uac00 \uc5c6\uc74c\uc5d0\ub3c4 \ubc1c\uc0dd\ud588\uc73c\uba70, \uc774\ub294 \uac70\ub798\uc790\ub4e4\uc774 <strong>\ub9c8\uc9c4 \uc555\ubc15 \ubc0f \uacbd\uc7c1 \uc704\ud5d8<\/strong>\uc5d0 \uc5bc\ub9c8\ub098 \ubbfc\uac10\ud55c\uc9c0\ub97c \uac15\uc870\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">CNBC Daily Open: Nvidia&#39;s crown looks increasingly uneasy on its head <a href=\"https:\/\/t.co\/m4sHEPqvgS\">https:\/\/t.co\/m4sHEPqvgS<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/1993493169321779486?ref_src=twsrc%5Etfw\">November 26, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub354 \ub113\uc740 \uba54\uc2dc\uc9c0\ub294 \ubd84\uba85\ud569\ub2c8\ub2e4: <strong>AI \uce69\uc758 \uc655\ub3c4 \uc704\ud611\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4<\/strong>. Nvidia\uc758 \uac00\uaca9 \ud798\uc774\ub098 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc870\uae08\ub9cc \uc904\uc5b4\ub3c4, \uc774 \ud68c\uc0ac\uc758 \uc218\uc775\uc5d0 \uc2ec\uac01\ud55c \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 Nvidia\uc758 <strong>\ube44\uc0c1\ud55c \uc218\uc775 \ubc30\uc218<\/strong>\uc640 <strong>\ub192\uc740 \uae30\ub300\uac10\uc774 \ubc18\uc601\ub41c \uac00\uaca9<\/strong> \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">Google\uc758 \uc804\ub7b5\uc801 \uc774\uc810<\/h2>\n\n\n\n<p>Nvidia\ub294 \uce69\uc744 \uacf5\uae09\ud558\uc9c0\ub9cc \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \ud30c\ud2b8\ub108\uc5d0 \uc758\uc874\ud558\ub294 \ubc18\uba74, <strong>Google\uc740 \ud1b5\ud569\ub41c \ubaa8\ub378<\/strong>\uc744 \uc81c\uacf5\ud558\uc5ec \uace0\uac1d\uc5d0\uac8c \uc804\uccb4 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Are Google&#39;s tensor processing units a serious competitor to Nvidia&#39;s AI chips? Here&#39;s what to know <a href=\"https:\/\/t.co\/JmItPUWMFi\">https:\/\/t.co\/JmItPUWMFi<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/1993330438736167179?ref_src=twsrc%5Etfw\">November 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774\ub7ec\ud55c \ud611\ub825\uc740 \ud2b9\ud788 <strong>\uac04\ud3b8\ud55c AI \ucef4\ud4e8\ud130<\/strong>\ub97c \ucc3e\ub294 \ud68c\uc0ac\ub4e4\uc5d0\uac8c \ub9e4\ub825\uc801\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc5ec\uae30\uc11c \ub2e8\uc21c\uc131\uacfc \ube44\uc6a9 \ud6a8\uc728\uc131\uc774 \uc131\ub2a5\ubcf4\ub2e4 \ub354 \uc911\uc694\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>Google\uc758 \uc0c1\uc2b9\uc138\ub294 \uc8fc\uac00\ub97c \ub2e4\uc2dc \ud55c\ubc88 \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4 (+1.5%), \uc774\ub294 \uac70\ub798\uc790\ub4e4\uc774 <strong>TPU\uc640 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5<\/strong>\uc774 \uc55e\uc73c\ub85c \ub2e4\uac00\uc62c AI boom\uc5d0\uc11c \uc2e4\uc81c \uc131\uacfc\ub97c \ub0bc \uac83\uc774\ub77c\ub294 \uc790\uc2e0\uac10\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">\uae30\uc220 \ubd84\uc11d<\/h2>\n\n\n\n<p>Nvidia\uc758 \uc8fc\uac00\ub294 11\uc6d4 \ucd08\uc5d0 212.1\uc744 \ub118\uae30\uc9c0 \ubabb\ud55c \uc774\ud6c4 \uc57d\uc138\ub97c \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ud604\uc7ac \uc8fc\uac00\ub294 177 \uadfc\ucc98\uc5d0\uc11c \uac70\ub798\ub418\uace0 \uc788\uc73c\uba70, 10\uc77c \ubc0f 30\uc77c \uc774\ub3d9 \ud3c9\uade0\uc744 \ubaa8\ub450 \ubc11\ub3cc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub7ec\ud55c \uc704\uce58\ub294 \uae30\uc220\uc801\uc73c\ub85c \ucde8\uc57d\ud55c \uc0c1\ud0dc\uc774\uba70, \ucd5c\uadfc\uc758 \uac00\uaca9 \uc6c0\uc9c1\uc784\uc740 \uc99d\uac00\ud558\ub294 \uc57d\uc138 \ubaa8\uba58\ud140\uacfc \ud558\ubc29 \uc555\ub825\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2025\/11\/image-45-1024x474.jpeg\" alt=\"\" class=\"wp-image-35369\" \/><\/figure>\n\n\n\n<p>\uac00\uaca9\uc740 175 \uadfc\ucc98\uc758 \uc218\ud3c9 \uc9c0\uc9c0 \uc874\uc5d0 \uadfc\uc811\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 8\uc6d4 \uc774\ud6c4 \uc5ec\ub7ec \ubc88 \uc7ac\ud14c\uc2a4\ud2b8\ub97c \ud1b5\ud574 \uc720\uc9c0\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p>MACD(\uc774\ub3d9 \ud3c9\uade0 \uc218\ub834 \ubc1c\uc0b0 \uc9c0\ud45c)\ub294 \uc2e0\ud638\uc120 \uc544\ub798\ub85c \uacb0\uc815\uc801\uc73c\ub85c \uad50\ucc28\ud558\uba70, \ud788\uc2a4\ud1a0\uadf8\ub7a8\uc740 \uc801\uc0c9\uc73c\ub85c \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uac10\uc815\uc758 \ubcc0\ud654\ub97c \ud655\uc778\uc2dc\ucf1c \uc8fc\uba70, \uac15\ud55c \ubc18\ub4f1\uc774 \uace7 \uc77c\uc5b4\ub098\uc9c0 \uc54a\uc73c\uba74 \uc870\uc815\uc774 \uacc4\uc18d\ub420 \uc218 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p>175 \uc218\uc900\uc774 \uae68\uc9c0\uba74, Nvidia\ub294 160\uae4c\uc9c0 \ucd94\uac00 \ud558\ub77d\ud560 \uc218 \uc788\uc73c\uba70, 190\uc744 \ub118\uc9c0 \uc54a\uc73c\uba74 \uc0c1\uc2b9\uc138\ub97c \uc7ac\ud655\ub9bd\ud558\uae30 \uc5b4\ub824\uc6b8 \uac83\uc785\ub2c8\ub2e4. \uc911\ubc18 \uc774\ud6c4\uc758 \ub113\uc740 \uc0c1\uc2b9\uc138\ub294 \ud604\uc7ac\uae4c\uc9c0\ub294 \uc720\uc9c0\ub418\uace0 \uc788\uc9c0\ub9cc, \ub2e8\uae30 \uad6c\uc870\uc5d0 \uade0\uc5f4\uc774 \uc0dd\uae30\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n<!-- wp:paragraph-->\r\n<p><b>VT Markets \ub77c\uc774\ube0c \uacc4\uc815\uc744 \ub9cc\ub4e4\uace0 \uc9c0\uae08 \ubc14\ub85c <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uac70\ub798<\/a>\ub97c \uc2dc\uc791\ud558\uc138\uc694.<\/b><\/p>\r\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\uba54\ud0c0\uac00 \uad6c\uae00\uc758 \ud150\uc11c \ucc98\ub9ac \uc7a5\uce58(TPU) \uc804\ud658\uc744 \uac80\ud1a0\ud558\uba74\uc11c \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\uac00 \ud558\ub77d \uc911\uc785\ub2c8\ub2e4. AI \uce69 \uc2dc\uc7a5\uc5d0\uc11c \ubcc0\ud654\uc758 \uc870\uc9d0\uc774 \ubcf4\uc785\ub2c8\ub2e4. \uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9c0\ub294 \uc0c1\ud669\uc785\ub2c8\ub2e4. &#8211; vtmarkets.com<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-32833","post","type-post","status-publish","format-standard","hentry","category-analysis"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/32833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=32833"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/32833\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=32833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=32833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=32833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}