{"id":43947,"date":"2026-04-02T18:42:59","date_gmt":"2026-04-02T18:42:59","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/%ec%98%a4%eb%9d%bc%ed%81%b4orcl-%ec%a3%bc%ea%b0%80-ai-%eb%b6%90-%ec%86%8d-%ec%98%a4%eb%9d%bc%ed%81%b4%ec%9d%98-%ec%a0%84%eb%9e%b5%ec%a0%81-%ed%8f%ac%ec%a7%80%ec%85%94%eb%8b%9d\/"},"modified":"2026-04-02T18:42:59","modified_gmt":"2026-04-02T18:42:59","slug":"%ec%98%a4%eb%9d%bc%ed%81%b4orcl-%ec%a3%bc%ea%b0%80-ai-%eb%b6%90-%ec%86%8d-%ec%98%a4%eb%9d%bc%ed%81%b4%ec%9d%98-%ec%a0%84%eb%9e%b5%ec%a0%81-%ed%8f%ac%ec%a7%80%ec%85%94%eb%8b%9d","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/opinion\/%ec%98%a4%eb%9d%bc%ed%81%b4orcl-%ec%a3%bc%ea%b0%80-ai-%eb%b6%90-%ec%86%8d-%ec%98%a4%eb%9d%bc%ed%81%b4%ec%9d%98-%ec%a0%84%eb%9e%b5%ec%a0%81-%ed%8f%ac%ec%a7%80%ec%85%94%eb%8b%9d\/","title":{"rendered":"\uc624\ub77c\ud074(ORCL) \uc8fc\uac00: AI \ubd90 \uc18d \uc624\ub77c\ud074\uc758 \uc804\ub7b5\uc801 \ud3ec\uc9c0\uc154\ub2dd"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/05\/1_image-1024x573.webp\" alt=\"\" class=\"wp-image-46300\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ORCL \uc8fc\uac00\ub294 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uc0ac\uc5c5 \uc131\uc7a5\uacfc \uae30\uc5c5 \ub370\uc774\ud130(\ud68c\uc0ac \ub0b4\ubd80\uc758 \uc5c5\ubb34\u00b7\uace0\uac1d\u00b7\uac70\ub798 \ub370\uc774\ud130) \uae30\ubc18\uc774 \uc7ac\ud3c9\uac00\ub418\uba70 \u2018AI \uad00\uc810\u2019\uc5d0\uc11c \uac00\uce58\uac00 \ub2e4\uc2dc \ub9e4\uaca8\uc9c0\uace0 \uc788\ub2e4.<\/li>\n\n\n\n<li>\uc624\ub77c\ud074\uc740 \u2018\uad6c\ud615(\ub808\uac70\uc2dc) \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5\u2019\uc5d0 \uadf8\uce58\uc9c0 \uc54a\uace0, <strong>AI \uc778\ud504\ub77c\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uae30\uc5c5<\/strong>(AI\uac00 \ub3cc\uc544\uac00\ub3c4\ub85d \uc11c\ubc84\u00b7\uc800\uc7a5\uacf5\uac04\u00b7\ub124\ud2b8\uc6cc\ud06c\ub97c \uc81c\uacf5\ud558\ub294 \uc0ac\uc5c5\uc790)\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4.<\/li>\n\n\n\n<li>\uc624\ub77c\ud074\uc758 \ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc740 <strong>\uae30\uc5c5\ub4e4\uc758 AI \uc791\uc5c5 \uc218\uc694 \uc99d\uac00<\/strong>(AI \ud559\uc2b5\u00b7\ucd94\ub860 \uac19\uc740 \uc5f0\uc0b0 \uc791\uc5c5\uc774 \ub298\uc5b4\ub098\ub294 \ud604\uc0c1)\uc758 \uc218\ud61c\ub97c \ubc1b\uace0 \uc788\ub2e4.<\/li>\n\n\n\n<li>ORCL\uc740 \uace0\ubcc0\ub3d9\uc131 AI \uae09\ub4f1\uc8fc\ubcf4\ub2e4 <strong>\ubcc0\ub3d9\uc131\uc774 \ub0ae\uc740 AI \ud14c\ub9c8 \ub178\ucd9c<\/strong>(AI \uc131\uc7a5\uc5d0 \ud568\uaed8 \uc6c0\uc9c1\uc774\ub418 \uc8fc\uac00 \ud754\ub4e4\ub9bc\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \uc791\uc740 \ud2b9\uc131)\uc744 \uc81c\uacf5\ud55c\ub2e4.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<p><a href=\"https:\/\/www.oracle.com\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc624\ub77c\ud074<\/a>\uc740 \uc624\ub7ab\ub3d9\uc548 \ub370\uc774\ud130\ubca0\uc774\uc2a4\uc640 \uae30\uc5c5\uc6a9 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub85c \uc54c\ub824\uc84c\uc9c0\ub9cc, \uc815\uccb4\uc131\uc740 \ubc14\ub00c\uace0 \uc788\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI)\uc774 \uae30\uc5c5 \uc6b4\uc601 \ubc29\uc2dd\uc744 \ubc14\uafb8\uba74\uc11c \uc2dc\uc7a5\uc740 <strong>ORCL<\/strong>\uc774 \uc0c8 \ud658\uacbd\uc5d0\uc11c \uc5b4\ub5a4 \uc704\uce58\uc778\uc9c0 \ub2e4\uc2dc \ubcf4\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/learn\/the-ai-revolution-still-depends-on-oil-heres-why\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">AI \ubd90<\/a>\uc740 \ubaa8\ub378(\ud559\uc2b5\ub41c AI \ud504\ub85c\uadf8\ub7a8)\uc774\ub098 \uce69(\ubc18\ub3c4\uccb4)\ub9cc\uc758 \uc774\uc57c\uae30\uac00 \uc544\ub2c8\ub2e4. \ud575\uc2ec\uc740 \uc2dc\uc2a4\ud15c\uc744 \ub300\uaddc\ubaa8\ub85c \ub3cc\ub9ac\ub294 <strong>\uc778\ud504\ub77c<\/strong>(\uc11c\ubc84 \uc5f0\uc0b0\ub2a5\ub825\u00b7\uc800\uc7a5\uacf5\uac04\u00b7\ub370\uc774\ud130\uac00 \ub193\uc774\ub294 \ud658\uacbd)\ub2e4. \uc624\ub77c\ud074\uc774 \uc911\uc694\ud574\uc9c0\ub294 \uacf3\uc774 \ubc14\ub85c \uc774 \uc601\uc5ed\uc774\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \ub3c4\uc785\uc740 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ub118\uc5b4 \uc778\ud504\ub77c \uc218\uc694\ub97c \ud0a4\uc6b4\ub2e4.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.vtmarkets.com\/opinion\/big-tech-earnings-and-the-ai-cycle-from-hype-to-heavy-investment\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc778\ud504\ub77c \uc81c\uacf5\uc5c5\uccb4<\/a>(\ud074\ub77c\uc6b0\ub4dc\u00b7\ub370\uc774\ud130\uc13c\ud130 \uc0ac\uc5c5\uc790)\uc758 \ube44\uc911\uc774 \ubc18\ub3c4\uccb4 \uae30\uc5c5\ub9cc\ud07c \ucee4\uc9c0\uace0 \uc788\ub2e4.<\/li>\n\n\n\n<li>\uae30\uc5c5 \ub370\uc774\ud130\ub294 AI\ub97c \uc2e4\uc81c\ub85c \uc801\uc6a9\ud558\ub294 \ub370 \ud575\uc2ec\uc774 \ub418\uace0 \uc788\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\uc774 \ubcc0\ud654\uac00 ORCL \uc8fc\uc2dd\uc744 \ub2e4\uc2dc \uc8fc\ubaa9\ud558\uac8c \ub9cc\ub4e0\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">\ub808\uac70\uc2dc \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\ub85c<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074 \ubcc0\ud654\uc758 \ucd9c\ubc1c\uc810\uc740 \uc804\ud1b5\uc801 \ub77c\uc774\uc120\uc2a4 \ud310\ub9e4\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uc11c\ube44\uc2a4\ub85c\uc758 \uc804\ud658\uc774\ub2e4. \uacfc\uac70\uc5d0\ub294 \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ub77c\uc774\uc120\uc2a4(\uc0ac\uc6a9\uad8c \ud310\ub9e4)\uc640 \uae30\uc5c5\uc6a9 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uacc4\uc57d\uc774 \ub9e4\ucd9c \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud588\ub2e4. \uc548\uc815\uc801\uc774\uc9c0\ub9cc \uc131\uc7a5 \ud55c\uacc4\uac00 \uc788\uc5c8\ub2e4.<\/p>\n\n\n\n<p><strong>\uc624\ub77c\ud074 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c(OCI)<\/strong>(Oracle Cloud Infrastructure, \uc624\ub77c\ud074\uc774 \uc81c\uacf5\ud558\ub294 \ud074\ub77c\uc6b0\ub4dc \uc11c\ubc84\u00b7\uc800\uc7a5\u00b7\ub124\ud2b8\uc6cc\ud06c \uc11c\ube44\uc2a4)\ub85c\uc758 \uc804\ud658\uc774 \ud750\ub984\uc744 \ubc14\uafe8\ub2e4.<\/p>\n\n\n\n<p>OCI\ub294 \ud2b9\ud788 AI\uc640 \ub300\uaddc\ubaa8 \ub370\uc774\ud130 \ucc98\ub9ac\ub97c \uc704\ud55c \u2018\ud604\ub300\uc801 \uc791\uc5c5\u2019\uc744 \uc9c0\uc6d0\ud558\ub3c4\ub85d \uc124\uacc4\ub410\ub2e4. \uc774\ub7f0 \uc791\uc5c5\uc740 \uae30\uc874 \uae30\uc5c5\uc6a9 \ud504\ub85c\uadf8\ub7a8\ubcf4\ub2e4 \ud6e8\uc52c \ub192\uc740 \uc131\ub2a5\uacfc \ud655\uc7a5\uc131\uc744 \uc694\uad6c\ud55c\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \uc791\uc5c5(\ud559\uc2b5\u00b7\ucd94\ub860)\uc740 <strong>\ub9ce\uc740 \uc5f0\uc0b0\ub2a5\ub825<\/strong>(\uace0\uc131\ub2a5 \uc11c\ubc84 \uc790\uc6d0)\uacfc <strong>\ube60\ub978 \ub370\uc774\ud130 \uc811\uadfc<\/strong>(\uc9c0\uc5f0\uc774 \ub0ae\uc740 \uc800\uc7a5\u00b7\ub124\ud2b8\uc6cc\ud06c)\uc744 \ud544\uc694\ub85c \ud55c\ub2e4.<\/li>\n\n\n\n<li>\uae30\uc5c5\uc740 \ubaa8\ub378(\ud559\uc2b5\ub41c AI)\uc744 \ub3cc\ub9ac\uae30 \uc704\ud574 <strong>\ubcf4\uc548\uc774 \uac15\ud558\uace0 \ud655\uc7a5 \uac00\ub2a5\ud55c \ud658\uacbd<\/strong>(\uc811\uadfc \ud1b5\uc81c\u00b7\uaddc\uc815 \uc900\uc218\u00b7\uc11c\ubc84 \uc99d\uc124\uc774 \uc26c\uc6b4 \uad6c\uc870)\uc744 \uc6d0\ud55c\ub2e4.<\/li>\n\n\n\n<li>\ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\ub294 \uc0ac\uc6a9\ub7c9 \uae30\ubc18 \uacfc\uae08\uc73c\ub85c <strong>\ubc18\ubcf5 \ub9e4\ucd9c<\/strong>(\ub9e4\ub2ec \ub4e4\uc5b4\uc624\ub294 \uad6c\ub3c5\u00b7\uc0ac\uc6a9\ub8cc)\uacfc <strong>\uaddc\ubaa8 \ud655\uc7a5<\/strong>(\uace0\uac1d \uc0ac\uc6a9 \uc99d\uac00\uc5d0 \ub530\ub77c \ub9e4\ucd9c\uc774 \ucee4\uc9c0\ub294 \uad6c\uc870)\uc744 \ub9cc\ub4e0\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 \ub370\uc774\ud130\uc13c\ud130(\uc11c\ubc84\ub97c \ubaa8\uc544 \uc6b4\uc601\ud558\ub294 \uc2dc\uc124) \ud655\ub300\uc640 \uc131\ub2a5 \ucd5c\uc801\ud654\uc5d0 \ud22c\uc790\ud574 \uc654\ub2e4. \uadf8 \uacb0\uacfc \ud074\ub77c\uc6b0\ub4dc \ub9e4\ucd9c\uc740 \uc0ac\uc5c5 \ub0b4 \uace0\uc131\uc7a5 \ubd80\ubb38\uc73c\ub85c \ucee4\uc84c\uace0, \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\ub294 \uacbd\uc6b0\ub3c4 \uc7a6\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\">Related Digital is finalizing $16 billion of financing for a giant Oracle data center, after months of stop-and-start negotiations with investors <a href=\"https:\/\/t.co\/GETyH2ZOD4\">https:\/\/t.co\/GETyH2ZOD4<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2039394966879834381?ref_src=twsrc%5Etfw\">April 1, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774\ub294 \uc0ac\uc5c5 \ubcc0\ud654\ub9cc\uc774 \uc544\ub2c8\ub2e4. <strong>\ubc38\ub958\uc5d0\uc774\uc158(\uae30\uc5c5\uac00\uce58 \ud3c9\uac00)<\/strong>\ub3c4 \ub2ec\ub77c\uc9c4\ub2e4. \uc624\ub77c\ud074\uc774 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uae30\uc5c5\uc5d0 \uac00\uae4c\uc6cc\uc9c8\uc218\ub85d \u2018\uad6c\ud615 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5\u2019\uc774 \uc544\ub2c8\ub77c \uc131\uc7a5 \uae30\uc220\uc8fc\uc640 \ube44\uad50\ub418\uae30 \uc2dc\uc791\ud55c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">AI \u2018\uc2a4\ud0dd\u2019\uc5d0\uc11c \uc624\ub77c\ud074\uc758 \uc5ed\ud560<\/h2>\n\n\n\n<p>AI \uc0dd\ud0dc\uacc4\ub294 \uc5ec\ub7ec \uce35(\uc2a4\ud0dd, AI\uac00 \uc791\ub3d9\ud558\ub294 \uad6c\uc870\ub97c \ub2e8\uacc4\ubcc4\ub85c \ub098\ub208 \uac83)\uc73c\ub85c \uc774\ub904\uc838 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ud06c\uac8c \ubcf4\uba74 3\ub2e8\uacc4\ub85c \ub098\ub20c \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ud558\ub4dc\uc6e8\uc5b4 \uce35<\/strong>: <a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-earnings-report-what-it-reveals-about-the-ai-trade\/?utmsource=Opinion\" target=\"_blank\" rel=\"noopener\" title=\"\">\uc5d4\ube44\ub514\uc544<\/a> \uac19\uc740 \uae30\uc5c5\uc774 AI\ub97c \uad6c\ub3d9\ud558\ub294 \uce69(\uc8fc\ub85c GPU)\uc744 \uacf5\uae09<\/li>\n\n\n\n<li><strong>\uc778\ud504\ub77c \uce35<\/strong>: \uc624\ub77c\ud074\uc774 \uc788\ub294 \uc601\uc5ed\uc73c\ub85c, AI \uc791\uc5c5\uc744 \ud074\ub77c\uc6b0\ub4dc\uc5d0\uc11c \uc6b4\uc601\ud558\uace0 \uaddc\ubaa8\ub97c \ud0a4\uc6c0(\uc11c\ubc84\u00b7\uc800\uc7a5\u00b7\ub124\ud2b8\uc6cc\ud06c \uc81c\uacf5)<\/li>\n\n\n\n<li><strong>\uc560\ud50c\ub9ac\ucf00\uc774\uc158 \uce35<\/strong>: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uac19\uc740 \uae30\uc5c5\uc774 AI\ub97c \uc81c\ud488\u00b7\uc11c\ube44\uc2a4\uc5d0 \ubd99\uc5ec \uae30\ub2a5\uc73c\ub85c \uc81c\uacf5<\/li>\n<\/ul>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 \uac00\uc6b4\ub370 \u2018\uc778\ud504\ub77c \uce35\u2019\uc5d0 \uc790\ub9ac\ud558\uba70, \uc5ec\uae30\uc5d0\uc11c \uac15\uc810\uc774 \ub098\uc628\ub2e4.<\/p>\n\n\n\n<p>\ub9ce\uc740 \uae30\uc5c5\uc774 \uc774\ubbf8 \ud575\uc2ec \ub370\uc774\ud130\ub97c \uc624\ub77c\ud074 \uc2dc\uc2a4\ud15c\uc5d0 \uc800\uc7a5\ud55c\ub2e4. AI \ub3c4\uc785\uc774 \ub298\uba74 \uae30\uc5c5\uc740 \ub370\uc774\ud130\ub97c \ub2e4\ub978 \uacf3\uc73c\ub85c \uc62e\uae30\uc9c0 \uc54a\uace0 \uadf8 \uc704\uc5d0\uc11c \ubaa8\ub378\uc744 \ub3cc\ub9ac\uace0 \uc2f6\uc5b4 \ud55c\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130\uac00 \uc774\ubbf8 \uc624\ub77c\ud074 \ud658\uacbd\uc5d0 \uc788\ub2e4<\/li>\n\n\n\n<li>AI \uc791\uc5c5\uc740 \ubcf4\ud1b5 \ub370\uc774\ud130\uac00 \uc788\ub294 \uacf3\uc73c\ub85c \ub530\ub77c\uac04\ub2e4<\/li>\n\n\n\n<li>\uc0ac\uc6a9\uc774 \ub298\uc218\ub85d \uc778\ud504\ub77c \uc218\uc694\uac00 \ucee4\uc9c4\ub2e4<\/li>\n<\/ul>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 \ud074\ub77c\uc6b0\ub4dc \uc2dc\uc7a5 \uc804\uccb4\ub97c \uc7a5\uc545\ud558\uc9c0 \uc54a\uc544\ub3c4 AI \uad00\ub828 \uc218\uc694\ub97c \ud761\uc218\ud560 \uae38\uc774 \uc0dd\uae34\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">ORCL\uacfc \ub2e4\ub978 AI \uc885\ubaa9\uc758 \ucc28\uc774<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\ub3c4 AI \ud14c\ub9c8\uc5d0 \ud3ec\ud568\ub418\uc9c0\ub9cc, \uc6c0\uc9c1\uc784\uc740 \u2018\ud5e4\ub4dc\ub77c\uc778\uc744 \uc7a5\uc2dd\ud558\ub294 AI \uc885\ubaa9\u2019\uacfc \ub2e4\ub974\ub2e4.<\/p>\n\n\n\n<p>\uc5d4\ube44\ub514\uc544\ub294 \uce69 \uc218\uc694\uc5d0 \uc9c1\uc811 \ub178\ucd9c\ub41c\ub2e4. AI \uc778\ud504\ub77c \uad6c\ucd95 \uc18d\ub3c4\uc5d0 \ub530\ub77c \uc131\uc7a5 \uae30\ub300\uac00 \ud06c\uac8c \ud754\ub4e4\ub9ac\uae30 \ub54c\ubb38\uc5d0 \uc2dc\uc7a5 \uc2ec\ub9ac(\uae30\ub300\u00b7\uacf5\ud3ec)\uc5d0 \ubbfc\uac10\ud558\ub2e4.<\/p>\n\n\n\n<p>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 \uc544\ub9c8\uc874\uc740 \uc778\ud504\ub77c\uc5d0 \ub354\ud574 \ud50c\ub7ab\ud3fc\u00b7\uc11c\ube44\uc2a4\uae4c\uc9c0 \ub113\uac8c \uac78\uccd0 AI \uac00\uce58\uc0ac\uc2ac \uc804\ubc18\uc5d0 \ub178\ucd9c\ub3fc \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 \ubc94\uc704\uac00 \ub354 \uc881\uc9c0\ub9cc \uc911\uc694\ud55c \uc704\uce58\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc18c\ube44\uc790 \uc11c\ube44\uc2a4\ubcf4\ub2e4 <strong>\uae30\uc5c5 \uc911\uc2ec<\/strong>(B2B) \ube44\uc911\uc774 \ud06c\ub2e4.<\/li>\n\n\n\n<li>\uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcf4\ub2e4 <strong>\uc778\ud504\ub77c \uc911\uc2ec<\/strong>(\uc11c\ubc84\u00b7\ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5) \uc131\uaca9\uc774 \uac15\ud558\ub2e4.<\/li>\n\n\n\n<li><strong>\ub2e8\uae30 \uc720\ud589(\uacfc\uc5f4 \uad6d\uba74)<\/strong>(\uae30\ub300\uac10\ub9cc\uc73c\ub85c \uae09\ub4f1\ub77d\ud558\ub294 \uad6c\uac04)\uc5d0 \ub300\ud55c \uc758\uc874\uc774 \uc0c1\ub300\uc801\uc73c\ub85c \ub0ae\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\uc774 \ub54c\ubb38\uc5d0 ORCL\uc740 AI \ud14c\ub9c8\uc640 \ud568\uaed8 \uc6c0\uc9c1\uc774\ub418 \ubcc0\ub3d9\uc131\uc774 \uacfc\ub3c4\ud558\uac8c \ucee4\uc9c0\ub294 \uacbd\uc6b0\ub294 \ube44\uad50\uc801 \uc801\ub2e4.<\/p>\n\n\n\n<p>\ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc120 ORCL\uc774 \uae09\ub4f1\uc744 \uc8fc\ub3c4\ud558\uc9c0 \uc54a\ub354\ub77c\ub3c4 \uac19\uc740 \uad6c\uc870\uc801 \ub3d9\ub825(\uc7a5\uae30 \uc218\uc694 \uc99d\uac00)\uc758 \uc218\ud61c\ub97c \ubc1b\uc744 \uc218 \uc788\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">\uc9c0\uc815\ud559\uacfc \u2018\uc8fc\uad8c\ud615 AI\u2019\uc5d0\uc11c\uc758 \uc624\ub77c\ud074<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\uc758 AI \uacbd\uc7c1\ub825\uc5d0\uc11c \ub35c \uc8fc\ubaa9\ubc1b\ub294 \uc694\uc18c\ub294 \uc815\ubd80\u00b7\uad6d\ubc29\uae30\uad00\uacfc\uc758 \uc624\ub79c \uad00\uacc4\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5\uc774 \ubbfc\uac04 AI \ub3c4\uc785\uc5d0 \uc9d1\uc911\ud558\ub294 \ub3d9\uc548, \u2018\uc8fc\uad8c\ud615 AI\u2019 \uc218\uc694\ub3c4 \ucee4\uc9c0\uace0 \uc788\ub2e4. \uc8fc\uad8c\ud615 AI\ub294 \uad6d\uac00 \ucc28\uc6d0\uc5d0\uc11c \uc548\ubcf4\u00b7\uc815\ubcf4\u00b7\ud575\uc2ec \uc778\ud504\ub77c \ubcf4\ud638\ub97c \uc704\ud574 \uac1c\ubc1c\u00b7\uc6b4\uc601\ud558\ub294 AI \uc2dc\uc2a4\ud15c\uc744 \ub73b\ud55c\ub2e4.<\/p>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 \uc774 \ubd84\uc57c\uc5d0 \uc774\ubbf8 \uae4a\uac8c \ub4e4\uc5b4\uac00 \uc788\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\">Oracle&#39;s Larry Ellison thinks every government will want to build a &#39;sovereign&#39; AI cloud in the future <a href=\"https:\/\/t.co\/oxblOuOrXY\">https:\/\/t.co\/oxblOuOrXY<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/twitter.com\/CNBC\/status\/1776968911067476190?ref_src=twsrc%5Etfw\">April 7, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 \uc624\ub798\uc804\ubd80\ud130 <a href=\"https:\/\/www.oracle.com\/government\/govcloud\/defense\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\ubbf8\uad6d \uc815\ubd80\uc758 \ud074\ub77c\uc6b0\ub4dc\u00b7\ub370\uc774\ud130\ubca0\uc774\uc2a4 \uacf5\uae09\uc0ac<\/a>\uc600\uace0, \uad6d\ubc29 \ubc0f \uacf5\uacf5 \ubd80\ubb38 \uacc4\uc57d\uc744 \ub298\ub9ac\uace0 \uc788\ub2e4. \ucd5c\uadfc\uc5d0\ub294 \uc815\ubd80\u00b7\uad70 \uc804\uc6a9 \ud074\ub77c\uc6b0\ub4dc \uc9c0\uc5ed(\ub370\uc774\ud130\uc13c\ud130\ub97c \ud2b9\uc815 \uad6d\uac00\u00b7\uae30\uad00 \uc6a9\ub3c4\ub85c \ubd84\ub9ac \uc6b4\uc601\ud558\ub294 \ud615\ud0dc)\uacfc AI \ucc98\ub9ac\uc5d0 \ub9de\ucd98 \uc778\ud504\ub77c\ub97c \uad6c\ucd95 \uc911\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc608\ub97c \ub4e4\uc5b4 \ub2e4\uc74c\uacfc \uac19\uc740 \uacf3\uc5d0 \uad6c\ucd95\u00b7\ud611\ub825\uc744 \uc9c4\ud589\ud55c\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ubbf8 \uad6d\ubc29\ubd80(DoD, Department of Defense).<\/li>\n\n\n\n<li>\ubbf8 \uacf5\uad70\u00b7\ubbf8 \uc721\uad70 \ub4f1 \uad70 \uc870\uc9c1.<\/li>\n\n\n\n<li>\uc601\uad6d \ud574\uad70 \ub4f1 \ub3d9\ub9f9\uad6d \ubc29\uc704\uae30\uad00.<\/li>\n\n\n\n<li>\uc2f1\uac00\ud3ec\ub974 \uad6d\ubc29 \ubd80\ubb38 \ub4f1 \ud574\uc678 \uc815\ubd80 \ud30c\ud2b8\ub108.<\/li>\n<\/ul>\n\n\n\n<p>\uc774 \uacc4\uc57d\uc740 \ub2e8\uc21c\ud55c \ucd94\uac00 \ub9e4\ucd9c\uc774 \uc544\ub2c8\ub2e4. \uc2e0\ub8b0\uac00 \ud544\uc694\ud55c \uc7a5\uae30 \uacc4\uc57d\uc774 \ub9ce\uace0, \uc784\ubb34 \ud575\uc2ec \uc2dc\uc2a4\ud15c(\uc7a5\uc560\uac00 \ub098\uba74 \uc791\uc804\u00b7\ud589\uc815\uc774 \uba48\ucd9c \uc218 \uc788\ub294 \uc2dc\uc2a4\ud15c)\uc774 \ud3ec\ud568\ub41c\ub2e4. \ubbfc\uac04 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc6a9\uacfc \ub2e4\ub978 \uc218\uc694 \ud2b9\uc131\uc774 \uc0dd\uae34\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5 \uad00\uc810\uc5d0\uc11c \uc911\uc694\ud55c \uc774\uc720\ub294 \ub450 \uac00\uc9c0\ub2e4.<\/p>\n\n\n\n<p>\uccab\uc9f8, \uc815\ubd80\u00b7\uad6d\ubc29 \uacc4\uc57d\uc740 \ubcf4\ud1b5<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uacc4\uc57d \uae30\uac04\uc774 \uae38\uace0<\/li>\n\n\n\n<li>\uacbd\uae30 \ubcc0\ud654 \uc601\ud5a5\uc744 \ub35c \ubc1b\uc73c\uba70<\/li>\n\n\n\n<li>\uae30\uc5c5 \uc9c0\ucd9c\ubcf4\ub2e4 \uad6d\uac00 \uc608\uc0b0\uc5d0 \uc88c\uc6b0\ub41c\ub2e4<\/li>\n<\/ul>\n\n\n\n<p>\ub458\uc9f8, \uc8fc\uad8c\ud615 AI\ub294 \uc804\ub7b5 \uacfc\uc81c\uac00 \ub418\uace0 \uc788\ub2e4. \uac01\uad6d\uc740<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc790\uad6d AI \uc5ed\ub7c9<\/li>\n\n\n\n<li>\ubcf4\uc548\uc774 \uac15\ud55c \ub370\uc774\ud130 \ud658\uacbd<\/li>\n\n\n\n<li>\uc678\ubd80 \uc758\uc874\uc774 \ub0ae\uc740 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c<\/li>\n<\/ul>\n\n\n\n<p>\uad6c\ucd95\uc744 \uc11c\ub450\ub978\ub2e4. \ub798\ub9ac \uc5d8\ub9ac\uc2a8\uc740 AI\uc5d0 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ud601\uc2e0\ubfd0 \uc544\ub2c8\ub77c \ubbfc\uac10\ud55c \ub370\uc774\ud130\ub97c \ub2e4\ub8f0 \uc218 \uc788\ub294 \ub300\uaddc\ubaa8 \ubcf4\uc548 \uc778\ud504\ub77c\uac00 \ud544\uc694\ud558\ub2e4\uace0 \uac15\uc870\ud574 \uc654\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\">Oracle&#39;s Larry Ellison is targeting Amazon with a new database technology <a href=\"https:\/\/t.co\/SK9pxsFo4f\">https:\/\/t.co\/SK9pxsFo4f<\/a> <a href=\"https:\/\/t.co\/vquEAk6ilX\">pic.twitter.com\/vquEAk6ilX<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/914924502395404288?ref_src=twsrc%5Etfw\">October 2, 2017<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ubcf4\uc548\uacfc \uc8fc\uad8c \uc5ed\ub7c9\uc5d0 \ub300\ud55c \uc9d1\uc911\uc740 \uaddc\uc81c\uac00 \uac15\ud55c \uc0b0\uc5c5\uc774\ub098 \uad6d\ubc29 \ubd84\uc57c\uc5d0\uc11c \uc624\ub77c\ud074\uc744 \uacbd\uc7c1\uc0ac\uc640 \ucc28\ubcc4\ud654\ud55c\ub2e4.<\/p>\n\n\n\n<p>AI \ubd90\uc5d0\uc11c \uc0c8\ub85c \ub72c \uae30\uc5c5\uacfc \ub2ec\ub9ac, \uc624\ub77c\ud074\uc740 \uc815\ubd80 \uae30\ubc18 \uc218\uc694\ub97c \uc624\ub7ab\ub3d9\uc548 \ud655\ubcf4\ud574 \uc654\ub2e4. \ubbfc\uac04 AI\uc5d0\uc11c\ub3c4 \uc2dc\uac04\uc774 \uac08\uc218\ub85d \ub354 \uc548\uc815\uc801\uc778 \uc131\uc7a5 \ud750\ub984\uc774 \ub098\ud0c0\ub0a0 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc8fc\uad8c\ud615 AI \uc218\uc694\ub294 \uacbd\uae30 \uc21c\ud658(\ud638\ud669\u00b7\ubd88\ud669)\ubcf4\ub2e4 \uad6c\uc870\uc801(\uc7a5\uae30 \ucd94\uc138) \uc131\uaca9\uc774 \uac15\ud558\ub2e4.<\/li>\n\n\n\n<li>\uad6d\ubc29 \uacc4\uc57d\uc740 \ub9e4\ucd9c \uac00\uc2dc\uc131(\uc55e\uc73c\ub85c \ubc8c \ub3c8\uc758 \uc608\uce21 \uac00\ub2a5\uc131)\uacfc \uc9c0\uc18d\uc131\uc744 \ub192\uc778\ub2e4.<\/li>\n\n\n\n<li>\uc815\ubd80 \ub3c4\uc785\uc740 \u2018\uace0\uc2e0\ub8b0 \uc778\ud504\ub77c\u2019 \uc601\uc5ed\uc5d0\uc11c \uc624\ub77c\ud074\uc758 \uc5ed\ud560\uc744 \uac15\ud654\ud55c\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\uc9c0\uc815\ud559\uc801 \uae34\uc7a5\uc774 \ucee4\uc9c0\uace0 \uae30\uc220 \uc790\ub9bd\uc744 \uc6b0\uc120\ud558\ub294 \uad6d\uac00\uac00 \ub298\uc218\ub85d \uc774 \uc2dc\uc7a5\uc740 \ub354 \uc911\uc694\ud574\uc9c8 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc624\ub77c\ud074 \uc2e4\uc801\uc774 \ub9d0\ud574\uc8fc\ub294 \uac83<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074 \uc2e4\uc801\uc740 \uacbd\uae30 \uc601\ud5a5\ubcf4\ub2e4 <strong>\uad6c\uc870\uc801 \uc218\uc694<\/strong>(AI\u00b7\ud074\ub77c\uc6b0\ub4dc \uac19\uc740 \uc7a5\uae30 \ucd94\uc138\uc5d0\uc11c \ub098\uc624\ub294 \uc218\uc694)\ub97c \ub354 \ub9ce\uc774 \ubc18\uc601\ud558\uae30 \uc2dc\uc791\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc911\uc694\ud55c \uac83\uc740 \ub9e4\ucd9c \uaddc\ubaa8\ub9cc\uc774 \uc544\ub2c8\ub77c \ub9e4\ucd9c\uc758 \u2018\ucd9c\ucc98\u2019\ub2e4. \ucd5c\uadfc \ubd84\uae30 \uc624\ub77c\ud074\uc740 \ud55c \uc790\ub9bf\uc218 \ud6c4\ubc18~\ub450 \uc790\ub9bf\uc218 \ucd08\ubc18\uc758 \ub9e4\ucd9c \uc131\uc7a5\uc744 \ubcf4\uace0\ud588\uc9c0\ub9cc, \uc131\uc7a5\uc758 \ub0b4\uc6a9\uc774 \ub354 \ubd84\uba85\ud55c \uc2e0\ud638\ub97c \uc900\ub2e4. \ud2b9\ud788 OCI \uc911\uc2ec\uc758 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\ub294 \ub2e4\ub978 \ubd80\ubb38\ubcf4\ub2e4 \ud6e8\uc52c \ube60\ub974\uac8c \ub298\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>OCI \uc131\uc7a5\ub960\uc774 \uc804\uccb4\ub97c \uacac\uc778<\/strong>: Oracle Cloud Infrastructure\ub294 \ub300\uccb4\ub85c <strong><a href=\"https:\/\/investor.oracle.com\/investor-news\/news-details\/2025\/Oracle-Announces-Fiscal-2025-Fourth-Quarter-and-Fiscal-Full-Year-Financial-Results\/default.aspx#:~:text=Operating%20cash%20flow%20was%20$20.8,world's%20largest%20cloud%20infrastructure%20companies.%22\">\uc804\ub144 \ub300\ube44 30~50%<\/a><\/strong> \uc218\uc900\uc73c\ub85c \uc131\uc7a5\ud574 \uc804\uccb4 \ub9e4\ucd9c \uc99d\uac00\uc728\uc744 \ud06c\uac8c \uc55e\uc120\ub2e4. AI \uc5f0\uc0b0 \uc218\uc694\uc640 \uae30\uc5c5 \ud074\ub77c\uc6b0\ub4dc \uc791\uc5c5\uc774 \ub9e4\ucd9c\uc744 \ubc00\uc5b4\uc62c\ub9b0\ub2e4\ub294 \uc758\ubbf8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc804\ud1b5 \uc0ac\uc5c5 \ube44\uc911\uc740 \ub0ae\uc544\uc9c0\ub294 \uc911<\/strong>: \uae30\uc874 \ub77c\uc774\uc120\uc2a4\u00b7\uc628\ud504\ub808\ubbf8\uc2a4(\uae30\uc5c5\uc774 \uc790\uccb4 \uc11c\ubc84\uc5d0 \uc124\uce58\ud574 \uc6b4\uc601\ud558\ub294 \ubc29\uc2dd) \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud55c \uc790\ub9bf\uc218 \ucd08\ubc18 \uc131\uc7a5\uc5d0 \uadf8\uce58\ub294 \uacbd\uc6b0\uac00 \ub9ce\uc544, \uc804\uccb4 \uc131\uc7a5 \uae30\uc5ec\uac00 \uc904\uace0 \uc788\ub2e4.<\/li>\n\n\n\n<li><strong>\ubc18\ubcf5 \ub9e4\ucd9c \ud655\ub300\ub294 \uc608\uce21 \uac00\ub2a5\uc131\uc744 \ub192\uc784<\/strong>: \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\u00b7\uc9c0\uc6d0 \ub9e4\ucd9c\uc774 <strong>\uc804\uccb4\uc758 70% \uc774\uc0c1<\/strong>\uc744 \ucc28\uc9c0\ud574, \uacfc\uac70 \ubaa8\ub378\ubcf4\ub2e4 \uc2e4\uc801\uc774 \ub354 \uc608\uce21 \uac00\ub2a5\ud558\uace0 \ud655\uc7a5\uc131\ub3c4 \ucee4\uc84c\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\ub3d9\uc2dc\uc5d0 AI \uc218\uc694\ub97c \ubc1b\uce58\uae30 \uc704\ud574 <strong>\uc790\ubcf8\uc801\uc9c0\ucd9c(Capex)<\/strong>(\ub370\uc774\ud130\uc13c\ud130\u00b7\uc11c\ubc84 \ub4f1 \uc124\ube44\uc5d0 \uc4f0\ub294 \ud22c\uc790)\uac00 \ube60\ub974\uac8c \uc99d\uac00\ud558\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Capex \uc99d\uac00\ub294 \uc7a5\uae30 \uc218\uc694\uc5d0 \ub300\ud55c \uc790\uc2e0\uac10 \uc2e0\ud638<\/strong>: \uc624\ub77c\ud074\uc740 \ub370\uc774\ud130\uc13c\ud130\uc640 \ud074\ub77c\uc6b0\ub4dc \uc6a9\ub7c9\uc5d0 \ud22c\uc790\ub97c \ud06c\uac8c \ub298\ub838\uace0, \uc5f0\uac04 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \ud655\ub300\ub410\ub2e4. AI \uc791\uc5c5 \uc218\uc694\uac00 \uc55e\uc73c\ub85c\ub3c4 \uac15\ud558\ub2e4\ub294 \ud310\ub2e8\uc774 \uae54\ub824 \uc788\ub2e4.<\/li>\n\n\n\n<li><strong>\ub2e8\uae30\uc801\uc73c\ub85c \uc218\uc775\uc131 \uc555\ubc15 \uc694\uc778<\/strong>: \uc778\ud504\ub77c \ube44\uc6a9\uc774 \ub298\uba74 \uc601\uc5c5\uc774\uc775\ub960(\ub9e4\ucd9c \ub300\ube44 \uc601\uc5c5\uc774\uc775 \ube44\uc728)\uc774 \uc555\ubc15\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4. \uc218\uc694\uac00 \ubcf8\uaca9\ud654\ub418\uae30 \uc804 \uc120\ud22c\uc790\ud558\ub294 \uad6c\uac04\uc774\uae30 \ub54c\ubb38\uc774\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>\ud22c\uc790\uc790\uc5d0\uac8c \ud574\uc11d\uc774 \uc911\uc694\ud558\ub2e4. \uc218\uc694\uac00 \ud0c4\ud0c4\ud558\uba74 \ud22c\uc790\ub294 \ud638\uc7ac\ub85c \ubcf4\uc774\uc9c0\ub9cc, \uc2dc\uc7a5\uc740 Capex\uac00 OCI \uc131\uc7a5\uacfc \uc7a5\uae30 \ub9e4\ucd9c \ud655\ub300\ub85c \uc774\uc5b4\uc9c0\ub294\uc9c0 \uc810\uac80\ud55c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">\uc228\uc740 \ub3d9\ub825: \ub370\uc774\ud130 \u2018\uc911\ub825\u2019\uacfc \uae30\uc5c5 \ub77d\uc778<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\uc758 \uac15\uc810\uc740 \u2018\ub370\uc774\ud130 \uc911\ub825(data gravity)\u2019\uc774\ub2e4. \ub370\uc774\ud130\uac00 \ud55c \uacf3\uc5d0 \ub9ce\uc774 \uc313\uc77c\uc218\ub85d(\uc911\ub825\ucc98\ub7fc) \uad00\ub828 \uc11c\ube44\uc2a4\uc640 \uc791\uc5c5\uc774 \uadf8 \uc8fc\ubcc0\uc73c\ub85c \ubaa8\uc774\uace0, \ub2e4\ub978 \uacf3\uc73c\ub85c \uc62e\uae30\uae30 \uc5b4\ub824\uc6cc\uc9c0\ub294 \ud604\uc0c1\uc744 \ub9d0\ud55c\ub2e4.<\/p>\n\n\n\n<p>\ub300\uae30\uc5c5\uc740 \ud575\uc2ec \ub370\uc774\ud130\ub97c \uc624\ub77c\ud074 \uc2dc\uc2a4\ud15c\uc5d0 \uc800\uc7a5\ud55c\ub2e4. \ub370\uc774\ud130\ub97c \uc62e\uae30\ub294 \uc77c\uc740 \uc5b4\ub835\uace0 \ube44\uc6a9\uc774 \ud06c\uba70 \uc704\ud5d8\ub3c4 \ub530\ub978\ub2e4. \uadf8\ub9cc\ud07c \uace0\uac1d\uc774 \uc27d\uac8c \uc774\ud0c8\ud558\uae30 \uc5b4\ub835\ub2e4(\ub77d\uc778, \ud2b9\uc815 \uae30\uc220\u00b7\uc11c\ube44\uc2a4\uc5d0 \ubb36\uc774\ub294 \ud6a8\uacfc).<\/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\">Private equity sales have fallen by more than a third this year, as developments in AI and the war in Iran heap pressure on a subdued exit market <a href=\"https:\/\/t.co\/lAHlY929TM\">https:\/\/t.co\/lAHlY929TM<\/a><\/p>&mdash; Bloomberg (@business) <a href=\"https:\/\/twitter.com\/business\/status\/2039556598016758211?ref_src=twsrc%5Etfw\">April 2, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>AI \ub3c4\uc785\uc774 \ub298\uba74 \uae30\uc5c5\uc740 \uadf8 \ub370\uc774\ud130 \uc704\uc5d0\uc11c \ubaa8\ub378\uc744 \ub3cc\ub824\uc57c \ud55c\ub2e4. \uc790\uc5f0\uc2a4\ub7ec\uc6b4 \ud750\ub984\uc740 \ub2e4\uc74c\uacfc \uac19\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\ub370\uc774\ud130\ub294 \uae30\uc874 \uc624\ub77c\ud074 \uc2dc\uc2a4\ud15c\uc5d0 \ub0a8\uc544 \uc788\uace0<\/li>\n\n\n\n<li>AI \uc791\uc5c5\uc740 \uadf8 \ub370\uc774\ud130 \uc704\uc5d0 \uc313\uc774\uba70<\/li>\n\n\n\n<li>\uac19\uc740 \uc0dd\ud0dc\uacc4 \uc548\uc5d0\uc11c \uc778\ud504\ub77c \uc218\uc694\uac00 \ucee4\uc9c4\ub2e4<\/li>\n<\/ul>\n\n\n\n<p>\uc774\ub294 \uae30\ub300\uac10\ubcf4\ub2e4 \uc6b4\uc601 \ud6a8\uc728(\uc62e\uae30\uc9c0 \uc54a\uace0 \ubc14\ub85c \uc4f0\ub294 \ube44\uc6a9\u00b7\uc2dc\uac04 \uc808\uac10)\uc5d0\uc11c \ub098\uc628\ub2e4. \uadf8\ub798\uc11c \uc7a5\uae30\uc801\uc73c\ub85c \ub354 \uacac\uace0\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">\ud22c\uc790\uc790\uac00 \ubcfc \uc9c0\ud45c<\/h2>\n\n\n\n<p>ORCL\uc740 \ub274\uc2a4\ubcf4\ub2e4 \u2018\ucd94\uc138 \ud655\uc778\u2019\uc774 \uc911\uc694\ud558\ub2e4.<\/p>\n\n\n\n<p>\uccab\uc9f8\ub294 \ud074\ub77c\uc6b0\ub4dc \uc131\uc7a5\uc774\ub2e4. OCI\uac00 \uafb8\uc900\ud788 \uac15\ud558\uba74 AI \uc778\ud504\ub77c \uc218\uc694\uac00 \uc2e4\uc81c \ub9e4\ucd9c\ub85c \uc774\uc5b4\uc9c4\ub2e4\ub294 \ub73b\uc774\ub2e4.<\/p>\n\n\n\n<p>\ub458\uc9f8\ub294 \ud22c\uc790 \uc9d1\ud589(\uc790\uae08 \ubc30\ubd84)\uc774\ub2e4. \ub370\uc774\ud130\uc13c\ud130\u00b7\uc778\ud504\ub77c \ud22c\uc790\ub294 \uc7a5\uae30 \uc0ac\uc6a9\ub7c9\uacfc \uacc4\uc57d\uc73c\ub85c \ub4b7\ubc1b\uce68\ub3fc\uc57c \ud55c\ub2e4.<\/p>\n\n\n\n<p>\ucd94\uac00\ub85c \ub2e4\uc74c \uc9c0\ud45c\uac00 \ud310\ub2e8\uc5d0 \ub3c4\uc6c0 \ub41c\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>OCI \uc131\uc7a5\uc758 \uc9c0\uc18d\uc131<\/strong>: AI \uc218\uc694\uac00 \uc774\uc5b4\uc9c0\ub294\uc9c0 \ud655\uc778<\/li>\n\n\n\n<li><strong>\uae30\uc5c5 \uacc4\uc57d \ud750\ub984<\/strong>(\uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub51c \ud50c\ub85c\uc6b0, \ub300\ud615 \uace0\uac1d \uacc4\uc57d \uc99d\uac00): \u2018\ub9d0\u2019\uc774 \uc544\ub2cc \uc2e4\uc81c \ub3c4\uc785 \uc2e0\ud638<\/li>\n\n\n\n<li><strong>Capex\uc640 \ub9e4\ucd9c\uc758 \uade0\ud615<\/strong>: \ud22c\uc790\uac00 \uc218\uc775\uc73c\ub85c \ubc14\ub00c\ub294\uc9c0 \ud655\uc778<\/li>\n\n\n\n<li><strong>AI \uc120\ub3c4\uc8fc \ub300\ube44 \uc0c1\ub300 \uc131\uacfc<\/strong>: \uc5c5\uc885 \ub0b4 \uc790\uae08 \uc774\ub3d9(\ub85c\ud14c\uc774\uc158)\uc774\ub098 \ud6c4\ud589 \ud6a8\uacfc \ud30c\uc545<\/li>\n<\/ul>\n\n\n\n<p>ORCL\uc740 AI \ud750\ub984\uc744 \ub530\ub77c\uac00\ub418 \uc120\ub3c4\ud558\ub294 \uacbd\uc6b0\ub294 \uc0c1\ub300\uc801\uc73c\ub85c \uc801\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">\ub354 \ub113\uc740 \uc804\ub7b5\uc5d0\uc11c ORCL\uc758 \uc790\ub9ac<\/h2>\n\n\n\n<p>ORCL\uc740 \ub300\ud45c AI \uc885\ubaa9\uc740 \uc544\ub2c8\uc9c0\ub9cc, \uadf8 \uc810\uc774 \uc7a5\uc810\uc774 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uae09\ub4f1\ub77d \uae30\ub300\uc5d0\ub9cc \uc758\uc874\ud558\uc9c0 \uc54a\uace0 AI \ud14c\ub9c8\uc5d0 \ucc38\uc5ec\ud560 \uc218 \uc788\ub2e4. \ud3ec\ud2b8\ud3f4\ub9ac\uc624(\ubcf4\uc720 \uc790\uc0b0 \uad6c\uc131) \uad00\uc810\uc5d0\uc11c \ubcf4\uc644\uc7ac\uac00 \ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uace0\ubcc0\ub3d9\uc131 AI \uc885\ubaa9\uc744 <strong>\uc644\ucda9<\/strong>(\ubcc0\ub3d9\uc131 \ub0ae\ucd94\ub294 \uc5ed\ud560)<\/li>\n\n\n\n<li><strong>\uae30\uc5c5 AI \ub3c4\uc785<\/strong> \ud750\ub984\uc5d0 \ub178\ucd9c<\/li>\n\n\n\n<li><strong>\uc778\ud504\ub77c \uc218\uc694<\/strong> \ucd94\uc138\ub97c \ucd94\uc801\ud558\ub294 \uc9c0\ud45c \uc5ed\ud560<\/li>\n<\/ul>\n\n\n\n<p>\ub610 ORCL\uc744 \ubcfc \ub54c \ubc18\ub3c4\uccb4, \ud074\ub77c\uc6b0\ub4dc, \uae30\uc220\uc8fc \uc9c0\uc218 \ub4f1 \uc5f0\uad00 \uc790\uc0b0\uc744 \ud568\uaed8 \ud655\uc778\ud558\uba74 AI \uc0ac\uc774\ud074(\ud22c\uc790\uc640 \uc218\uc694\uac00 \ub3c4\ub294 \ud750\ub984)\uc744 \ub354 \uc785\uccb4\uc801\uc73c\ub85c \ubcfc \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\">\uacb0\ub860<\/h2>\n\n\n\n<p>\uc624\ub77c\ud074\uc740 AI \ubd90\uc5d0\uc11c \uac00\uc7a5 \ub208\uc5d0 \ub744\ub294 \uc774\ub984\uc740 \uc544\ub2c8\uc9c0\ub9cc, \uc911\uc694\ud55c \uc778\ud504\ub77c \uacf5\uae09\uc790\ub85c \ube44\uc911\uc774 \ucee4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc778\ud504\ub77c\u00b7\ub370\uc774\ud130\u00b7\uae30\uc5c5 \uc2dc\uc2a4\ud15c\uc5d0\uc11c\uc758 \uc704\uce58 \ub355\ubd84\uc5d0 AI \uc7a5\uae30 \ub3c4\uc785\uc758 \uc218\ud61c\ub97c \ubc1b\uc744 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ud22c\uc790\uc790\uc5d0\uac8c ORCL\uc740 \ub2e8\uae30 \uacfc\uc5f4\uc5d0\ub9cc \uae30\ub300\uc9c0 \uc54a\uace0 AI \ucd94\uc138\uc5d0 \ucc38\uc5ec\ud558\ub294 \uc120\ud0dd\uc9c0\ub2e4.<\/p>\n\n<p>\n\n<p><strong>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 &#8211; VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694 <\/strong> <\/p>\n<!-- \/wp:post-content -->","protected":false},"excerpt":{"rendered":"<p>\u2018\ub808\uac70\uc2dc\u2019 \uc624\ub77c\ud074\uc774 AI \uc778\ud504\ub77c\uc8fc\ub85c \uc7ac\ud3c9\uac00 \uc911. OCI \uace0\uc131\uc7a5\uacfc \uae30\uc5c5 \ub370\uc774\ud130 \uc911\ub825\uc774 \uc8fc\uac00\ub97c \ubc00\uba70, \uc815\ubd80\u00b7\uc8fc\uad8c\ud615 AI \uacc4\uc57d\uae4c\uc9c0 \ub354\ud574 \ubcc0\ub3d9\uc131 \ub0ae\uc740 AI \ub178\ucd9c\ucc98\ub85c \ubd80\uc0c1.<\/p>\n","protected":false},"author":87,"featured_media":43946,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-43947","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/43947","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\/87"}],"replies":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/comments?post=43947"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/43947\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/43946"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=43947"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=43947"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=43947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}