{"id":49073,"date":"2026-06-05T10:26:51","date_gmt":"2026-06-05T10:26:51","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr\/uncategorized\/ai-%ed%99%95%ec%9e%a5-%eb%a9%80%ed%8b%b0%eb%b2%84%ec%8a%a4-%ec%86%8d-%eb%a7%88%eb%b2%a8-%ed%85%8c%ed%81%ac%eb%86%80%eb%a1%9c%ec%a7%80\/"},"modified":"2026-06-05T10:26:51","modified_gmt":"2026-06-05T10:26:51","slug":"ai-%ed%99%95%ec%9e%a5-%eb%a9%80%ed%8b%b0%eb%b2%84%ec%8a%a4-%ec%86%8d-%eb%a7%88%eb%b2%a8-%ed%85%8c%ed%81%ac%eb%86%80%eb%a1%9c%ec%a7%80","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/featured\/ai-%ed%99%95%ec%9e%a5-%eb%a9%80%ed%8b%b0%eb%b2%84%ec%8a%a4-%ec%86%8d-%eb%a7%88%eb%b2%a8-%ed%85%8c%ed%81%ac%eb%86%80%eb%a1%9c%ec%a7%80\/","title":{"rendered":"AI \ud655\uc7a5 \uba40\ud2f0\ubc84\uc2a4 \uc18d \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0"},"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\/06\/MRVL-1024x573.webp\" alt=\"\" class=\"wp-image-51814\"\/><\/figure>\n\n\n\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI \ud22c\uc790 \ud750\ub984\uc774 \uc5d4\ube44\ub514\uc544(NVIDIA) \ud55c \uacf3\uc5d0\ub9cc \uc3e0\ub9ac\uc9c0 \uc54a\uc73c\uba74\uc11c, \ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0(Marvell Technology)\uac00 \uc0c8\ub86d\uac8c \uc8fc\ubaa9\ubc1b\uace0 \uc788\ub2e4.<\/li>\n\n\n\n<li>\ud604\uc7ac \uc131\uc7a5\uc758 \uc911\uc2ec\uc740 \ub370\uc774\ud130\uc13c\ud130 \uc0ac\uc5c5\uc774\uba70, \uace0\uac1d \ub9de\ucda4\ud615 \uce69(\uc8fc\ubb38\ud615 \ubc18\ub3c4\uccb4), \uad11(\u5149) \ub124\ud2b8\uc6cc\ud0b9(\ube5b\uc73c\ub85c \ub370\uc774\ud130\ub97c \ubcf4\ub0b4\ub294 \ud1b5\uc2e0), \uace0\uc18d \uc778\ud130\ucee4\ub125\ud2b8(\uc11c\ubc84\u00b7\uce69 \uc0ac\uc774 \ucd08\uace0\uc18d \uc5f0\uacb0) \uc218\uc694\uac00 \uc774\ub97c \ub4b7\ubc1b\uce68\ud55c\ub2e4.<\/li>\n\n\n\n<li>\uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 CEO\uc758 \uae0d\uc815\uc801 \ubc1c\uc5b8\uc774 \ub9c8\ubca8\uc758 \u2018AI \uc778\ud504\ub77c\u2019 \uc11c\uc0ac\uc5d0 \ud798\uc744 \uc2e4\uc5c8\ub2e4.<\/li>\n\n\n\n<li>\uac00\uc7a5 \ud070 \uc704\ud5d8\uc740 \ubc38\ub958\uc5d0\uc774\uc158(\uc8fc\uac00\uac00 \uc2e4\uc801 \ub300\ube44 \uc5bc\ub9c8\ub098 \ube44\uc2fc\uc9c0)\uc73c\ub85c, \ub192\uc544\uc9c4 \uae30\ub300\ub97c \ucda9\uc871\ud560 \uc2e4\ud589\ub825\uc774 \ud544\uc694\ud558\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>\ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\ub294 AI \ubd90\uc5d0\uc11c \uc874\uc7ac\uac10\uc774 \ube60\ub974\uac8c \ucee4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.vtmarkets.com\/opinion\/nvidia-china-h200-ai-trade\/?utm_source=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">\uc5d4\ube44\ub514\uc544<\/a>\ub294 \uc5ec\uc804\ud788 <a href=\"https:\/\/www.vtmarkets.com\/opinion\/ai-demand-is-reaching-toward-the-quantum-scale\/?utm_source=Opinion\" target=\"_blank\" rel=\"noreferrer noopener\">AI<\/a> \uc2dc\uc7a5\uc758 \uc8fc\uc5f0\uc774\ub2e4. \uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58(GPU: \ub300\uaddc\ubaa8 \ubcd1\ub82c\uc5f0\uc0b0\uc5d0 \uac15\ud55c \uce69)\uc640 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\ud0dc\uacc4, \ucd08\uae30 AI \uc778\ud504\ub77c \ud22c\uc790 \uc218\ud61c \uce21\uba74\uc5d0\uc11c \uc6b0\uc704\uac00 \ub69c\ub837\ud558\ub2e4. \ub2e4\ub9cc AI \ud22c\uc790\ub3c4 \uc774\uc81c \ud55c \uae30\uc5c5\ub9cc\uc758 \uc774\uc57c\uae30\uac00 \uc544\ub2c8\ub77c, \uc5ec\ub7ec \uae30\uc5c5\uc774 \ud568\uaed8 \uc774\ub044\ub294 \ud750\ub984\uc73c\ub85c \ud655\uc7a5\ub418\uace0 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ub370\uc774\ud130\uc13c\ud130\ub294 GPU\ub9cc\uc73c\ub85c \ub3cc\uc544\uac00\uc9c0 \uc54a\ub294\ub2e4. \uace0\uac1d \ub9de\ucda4\ud615 \uce69, \uad11 \uc5f0\uacb0(\uad11\uc12c\uc720 \uae30\ubc18 \ucd08\uace0\uc18d \ud1b5\uc2e0), \uc2a4\uc704\uce6d(\ub124\ud2b8\uc6cc\ud06c \uacbd\ub85c\ub97c \ubc30\ubd84\ud558\ub294 \uc7a5\ube44), \uc800\uc7a5\uc7a5\uce58 \uc5f0\uacb0, \uace0\uc18d \uc778\ud130\ucee4\ub125\ud2b8, \ub124\ud2b8\uc6cc\ud0b9 \uc2dc\uc2a4\ud15c\uc774 \ud568\uaed8 \ud544\uc694\ud558\ub2e4. \ub300\ub7c9\uc758 \ub370\uc774\ud130\ub97c \ub9c9\ud798 \uc5c6\uc774 \uc62e\uae30\ub294 \uae30\uc220\uc774 \ud575\uc2ec\uc774\uba70, \uc774 \uc9c0\uc810\uc774 \ub9c8\ubca8\uc758 \uc5ed\ud560\uc774\ub2e4.<\/p>\n\n\n\n<p>\ub9c8\ubca8\uc740 2027\ud68c\uacc4\uc5f0\ub3c4 1\ubd84\uae30 \ub9e4\ucd9c\uc774 24\uc5b51,800\ub9cc\ub2ec\ub7ec\ub85c \uc0ac\uc0c1 \ucd5c\ub300\ub97c \uae30\ub85d\ud588\uace0, \uc804\ub144 \ub300\ube44 28% \uc99d\uac00\ud588\ub2e4. 2\ubd84\uae30 \ub9e4\ucd9c \uac00\uc774\ub358\uc2a4(\ud68c\uc0ac\uac00 \uc81c\uc2dc\ud558\ub294 \uc2e4\uc801 \uc804\ub9dd)\ub294 \uc911\uac04\uac12 \uae30\uc900 27\uc5b5\ub2ec\ub7ec\ub85c, \uc804\ub144 \ub300\ube44 35% \uc131\uc7a5\uc744 \uc608\uc0c1\ud588\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Marvell&#39;s stock is up almost 238% year-to-date, and still climbing after Jensen Huang called it chipmaker &#39;&#39;the next trillion-dollar company.&#39;&#39;<br><br>Explore more premium news and analysis on Marvell in AlphaSpace: <a href=\"https:\/\/t.co\/ByQBru1ro3\">https:\/\/t.co\/ByQBru1ro3<\/a> <a href=\"https:\/\/t.co\/cbnM0vo5Tc\">pic.twitter.com\/cbnM0vo5Tc<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2062291263630590162?ref_src=twsrc%5Etfw\">June 3, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub9f7 \uba38\ud53c CEO\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc0ac\uc5c5 \ud638\uc870\ub97c \ubc14\ud0d5\uc73c\ub85c 2027\ud68c\uacc4\uc5f0\ub3c4 \ub0b4\ub0b4 \ub9e4\ucd9c \uc131\uc7a5 \uc18d\ub3c4\uac00 \ub354 \ube68\ub77c\uc9c8 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/p>\n\n\n\n<p>\uc774\ub294 \ub9c8\ubca8\uc744 \ub2e8\uc21c\ud55c \u2018\uc5d4\ube44\ub514\uc544 \ub300\uc548\u2019\uc73c\ub85c \ubcf4\uae30 \uc5b4\ub835\uac8c \ub9cc\ub4e0\ub2e4. \ub9c8\ubca8\uc740 \uc8fc\uc5f0\uc744 \ub300\uccb4\ud558\ub824\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, AI \uc778\ud504\ub77c\uac00 \uc791\ub3d9\ud558\ub294 \ub370 \ud544\uc694\ud55c \ud575\uc2ec \ubd80\ud488\uacfc \uc5f0\uacb0 \uae30\uc220\uc744 \uacf5\uae09\ud55c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc8fc\uc5f0\uc740 \uc5d4\ube44\ub514\uc544, \ucd9c\uc5f0\uc9c4\uc740 \ub298\uc5b4\ub09c\ub2e4<\/h2>\n\n\n\n<p>AI \uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uc5d4\ube44\ub514\uc544\uc5d0\uc11c \uc2dc\uc791\ud558\uc9c0\ub9cc, \uc774\uc81c \uc5d4\ube44\ub514\uc544\uc5d0\uc11c \ub05d\ub098\uc9c0 \uc54a\ub294\ub2e4.<\/p>\n\n\n\n<p>\uc820\uc2a8 \ud669 CEO\ub294 \ucd5c\uadfc \ucef4\ud4e8\ud14d\uc2a4(\uc544\uc2dc\uc544 \ucd5c\ub300\uae09 IT \ubc15\ub78c\ud68c)\uc5d0\uc11c \ub9c8\ubca8\uc744 \u2018\ub2e4\uc74c 1\uc870\ub2ec\ub7ec \uae30\uc5c5\u2019\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \uc5b8\uae09\ud588\ub2e4. \uc545\uc2dc\uc624\uc2a4\ub294 \uc774 \ubc1c\uc5b8 \uc774\ud6c4 \ub9c8\ubca8 \uc8fc\uac00\uac00 \ud558\ub8e8 \ub9cc\uc5d0 \uc57d <strong>33%<\/strong> \uae09\ub4f1\ud588\uace0, \uc2dc\uac00\ucd1d\uc561(\uc8fc\uac00\u00d7\uc8fc\uc2dd\uc218)\uc774 <strong>2,500\uc5b5\ub2ec\ub7ec<\/strong>\uc5d0 \uadfc\uc811\ud588\ub2e4\uace0 \uc804\ud588\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Jensen Huang calls <a href=\"https:\/\/x.com\/search?q=%24MRVL&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$MRVL<\/a> &quot;the next trillion-dollar company,&quot; sending the stock soaring. \ud83d\ude80<br><br>Explore more premium news and analysis on Marvell in AlphaSpace: <a href=\"https:\/\/t.co\/Hyelb6HAo5\">https:\/\/t.co\/Hyelb6HAo5<\/a>. <a href=\"https:\/\/t.co\/w86ROlS3Ez\">pic.twitter.com\/w86ROlS3Ez<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2061843023445565687?ref_src=twsrc%5Etfw\">June 2, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uc774 \uac19\uc740 \uae09\ub4f1\uc740 \uc2dc\uc7a5 \uc2ec\ub9ac\ub97c \ubcf4\uc5ec\uc900\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \u2018\uac00\uc7a5 \ub208\uc5d0 \ub744\ub294 AI \uc2b9\uc790\u2019\ub9cc \uc0ac\uc9c0 \uc54a\uace0, \ub2e4\uc74c \uc218\ud61c\uce35\uc744 \ucc3e\uace0 \uc788\ub2e4. \ud2b9\ud788 \ud074\ub77c\uc6b0\ub4dc(\uc6d0\uaca9 \ub370\uc774\ud130\uc13c\ud130 \uc790\uc6d0), \uae30\uc5c5 \uc2dc\uc2a4\ud15c, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130(\ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\uc758 \ub370\uc774\ud130\uc13c\ud130)\ub85c AI\ub97c \ud655\uc7a5\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc778\ud504\ub77c \uacf5\uae09\uc0ac\ub97c \uc120\ud638\ud55c\ub2e4.<\/p>\n\n\n\n<p>\ub9c8\ubca8\uc774 \ubd80\uac01\ub418\ub294 \uc774\uc720\ub3c4 \uc5ec\uae30\uc5d0 \uc788\ub2e4. \ubaa8\ub378\uc774 \ub298\uba74 \uacc4\uc0b0\ub7c9\uc774 \ub298\uace0, \uacc4\uc0b0\ub7c9\uc774 \ub298\uba74 \ub370\uc774\ud130 \uc774\ub3d9\uc774 \ub298\uba70, \ub370\uc774\ud130 \uc774\ub3d9\uc774 \ub298\uba74 \ub354 \ube60\ub974\uace0 \ud6a8\uc728\uc801\uc778 \uc5f0\uacb0\uc774 \ud544\uc694\ud574\uc9c4\ub2e4.<\/p>\n\n\n\n<p>\ud654\ub824\ud558\uc9c4 \uc54a\uc9c0\ub9cc, AI \ud655\uc0b0\uc758 \ud575\uc2ec \uae30\ubc18\uc774 \ub418\ub294 \ubd84\uc57c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI\uc758 \uc9c4\uc9dc \ubcd1\ubaa9\uc740 \u2018\ub370\uc774\ud130 \uc774\ub3d9\u2019\uc77c \uc218 \uc788\ub2e4<\/h2>\n\n\n\n<p>AI \ub7a0\ub9ac 1\ub2e8\uacc4\uac00 \ucef4\ud4e8\ud305 \uc131\ub2a5(\uacc4\uc0b0 \ub2a5\ub825)\uc5d0 \uc9d1\uc911\ud588\ub2e4\uba74, \ub2e4\uc74c \ub2e8\uacc4\ub294 \u2018\ubc30\uad00\u2019\uc5d0 \uc9d1\uc911\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>AI \uc791\uc5c5(AI \uc6cc\ud06c\ub85c\ub4dc: \ud559\uc2b5\u00b7\ucd94\ub860 \ub4f1 AI\uac00 \uc218\ud589\ud558\ub294 \uc5f0\uc0b0)\uc740 \uce69, \ub799(\uc11c\ubc84 \uac70\uce58\ub300), \uc11c\ubc84, \uc800\uc7a5\uc7a5\uce58, \ub370\uc774\ud130\uc13c\ud130 \uc0ac\uc774\uc5d0\uc11c \ub370\uc774\ud130\ub97c \uc62e\uaca8\uc57c \ud55c\ub2e4. \ubaa8\ub378\uc774 \ucee4\uc9c0\uace0 \ucd94\ub860(\ud559\uc2b5\ub41c \ubaa8\ub378\ub85c \uacb0\uacfc\ub97c \ub0b4\ub294 \uacfc\uc815) \uc218\uc694\uac00 \ub298\uc218\ub85d, \ub370\uc774\ud130\uac00 \ub2a6\uac8c \uc6c0\uc9c1\uc774\uba74 \uc804\uccb4 \uc131\ub2a5\uc744 \uc81c\ud55c\ud558\ub294 \ubcd1\ubaa9(\uc131\ub2a5\uc744 \ub9c9\ub294 \uad6c\uac04)\uc774 \ub41c\ub2e4. \uc774\ub54c \ub124\ud2b8\uc6cc\ud0b9\uacfc \uad11 \uc5f0\uacb0\uc740 \ub2e8\uc21c\ud55c \uae30\ubc18\uc2dc\uc124\uc774 \uc544\ub2c8\ub77c \uacbd\uc7c1\ub825\uc774 \ub41c\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">&#39;Biggest bottleneck in the AI buildup&#39; fuels DRAM ETF to record <a href=\"https:\/\/t.co\/BG2ypWYMnK\">https:\/\/t.co\/BG2ypWYMnK<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/x.com\/CNBC\/status\/2055336698297352609?ref_src=twsrc%5Etfw\">May 15, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\ub9c8\ubca8\uc740 AI \uc778\ud504\ub77c \uc81c\ud488\uad70\uc774 \uace0\uac1d \ub9de\ucda4\ud615 \uce69, \uc778\ud130\ucee4\ub125\ud2b8, \ub124\ud2b8\uc6cc\ud06c \uc2a4\uc704\uce58, \ub799 \ub2e8\uc704\ubd80\ud130 \uc5ec\ub7ec \ucea0\ud37c\uc2a4(\uc5ec\ub7ec \uac74\ubb3c\u00b7\ubd80\uc9c0\ub85c \uad6c\uc131\ub41c \ub370\uc774\ud130\uc13c\ud130 \ub2e8\uc9c0) \uaddc\ubaa8\uae4c\uc9c0\uc758 \uc5f0\uacb0 \uc194\ub8e8\uc158\uc744 \ud3ec\uad04\ud55c\ub2e4\uace0 \uc124\uba85\ud55c\ub2e4. \ud68c\uc0ac\ub294 \ucd08\ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\uc758 \ub300\uaddc\ubaa8 \ub370\uc774\ud130\uc13c\ud130 \uc99d\uc124\uc5d0\uc11c \ud575\uc2ec \ud30c\ud2b8\ub108\ub97c \uc790\ucc98\ud55c\ub2e4.<\/p>\n\n\n\n<p>\ud2b8\ub808\uc774\ub354 \uad00\uc810\uc5d0\uc11c \ud575\uc2ec\uc740 \ub9c8\ubca8\uc774 \u2018\uac00\uc7a5 \ud654\ub824\ud55c AI\u2019\uac00 \uc544\ub2c8\ub77c, \uadf8 AI\uac00 \ub300\uaddc\ubaa8\ub85c \ub3cc\uc544\uac00\ub3c4\ub85d \ud574\uc8fc\ub294 \uc2dc\uc2a4\ud15c\uc744 \ud310\ub2e4\ub294 \uc810\uc774\ub2e4.<\/p>\n\n\n\n<p>\uc2dc\uc7a5\uc740 \uba3c\uc800 \ud654\uc81c\uc131\uc744 \uac00\uaca9\uc5d0 \ubc18\uc601\ud558\uc9c0\ub9cc, \uc2dc\uac04\uc774 \uc9c0\ub098\uba74 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud558\ub294 \uae30\uc5c5\uc744 \ucc3e\uc544\ub0b4\ub294 \uacbd\ud5a5\uc774 \uc788\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uace0\uac1d \ub9de\ucda4\ud615 \uce69\uc774 \ub2e4\uc74c \ubcc0\uc218\uac00 \ub41c\ub2e4<\/h2>\n\n\n\n<p>\ub9c8\ubca8\uc758 AI \uc2a4\ud1a0\ub9ac\uac00 \ub354 \ud765\ubbf8\ub85c\uc6cc\uc9c0\ub294 \uc9c0\uc810\uc740 \uace0\uac1d \ub9de\ucda4\ud615 \uce69\uc774\ub2e4.<\/p>\n\n\n\n<p>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub294 AI \uc791\uc5c5\uc774 \ub298\uc218\ub85d \ub354 \ud2b9\ud654\ub41c \uce69\uc744 \uc6d0\ud55c\ub2e4. \ubc94\uc6a9 \ud504\ub85c\uc138\uc11c(\uae30\uc131\ud488 \uce69)\ub3c4 \uc911\uc694\ud558\uc9c0\ub9cc, \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc740 \uc131\ub2a5\u00b7\uc804\ub825 \ud6a8\uc728(\uac19\uc740 \uc131\ub2a5\uc744 \ub354 \uc801\uc740 \uc804\uae30\ub85c)\u00b7\ube44\uc6a9 \uc694\uad6c\uc5d0 \ub9de\ucd98 \uce69\uc744 \uc120\ud638\ud558\ub294 \ud750\ub984\uc774 \uac15\ud574\uc9c0\uace0 \uc788\ub2e4. \uc774\ub294 \uace0\uac1d \ub9de\ucda4\ud615 \uce69\uc744 \uc124\uacc4\ud558\uace0 \uc774\ub97c \ub370\uc774\ud130\uc13c\ud130 \uc2dc\uc2a4\ud15c\uc5d0 \uc5f0\uacb0\ud560 \uc218 \uc788\ub294 \uae30\uc5c5\uc758 \uc5ed\ud560\uc744 \ud0a4\uc6b4\ub2e4.<\/p>\n\n\n\n<p>\ub9c8\ubca8\uc740 2029\ud68c\uacc4\uc5f0\ub3c4\uae4c\uc9c0 \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uc0ac\uc5c5 \ub9e4\ucd9c\uc774 <strong>100\uc5b5\ub2ec\ub7ec<\/strong>\ub97c \ub118\uae38 \uac83\uc73c\ub85c \uc804\ub9dd\ud588\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5\uc774 \uc774\uc5b4\uc9c4\ub2e4\ub294 \uc804\uc81c\uc5d0\uc11c\ub2e4. AI \uc778\ud504\ub77c \ubc0f \ud2b9\ud654 \uce69 \uc218\uc694\ub97c \uadfc\uac70\ub85c \uc7a5\uae30 \ub9e4\ucd9c \uc804\ub9dd\ub3c4 \uc0c1\ud5a5\ud588\ub2e4.<\/p>\n\n\n\n<!-- TradingView Widget BEGIN -->\n<div class=\"tradingview-widget-container\" style=\"height:100%;width:100%\">\n  <div class=\"tradingview-widget-container__widget\" style=\"height:calc(100% - 32px);width:100%\"><\/div>\n  <div class=\"tradingview-widget-copyright\"><a href=\"https:\/\/www.tradingview.com\/symbols\/NASDAQ-MRVL\/\" rel=\"noopener nofollow\" target=\"_blank\"><span class=\"blue-text\">MRVL stock chart<\/span><\/a><span class=\"trademark\"> by TradingView<\/span><\/div>\n  <script type=\"text\/javascript\" src=\"https:\/\/s3.tradingview.com\/external-embedding\/embed-widget-advanced-chart.js\" async>\n  {\n  \"allow_symbol_change\": true,\n  \"calendar\": false,\n  \"details\": false,\n  \"hide_side_toolbar\": true,\n  \"hide_top_toolbar\": false,\n  \"hide_legend\": false,\n  \"hide_volume\": false,\n  \"hotlist\": false,\n  \"interval\": \"D\",\n  \"locale\": \"en\",\n  \"save_image\": true,\n  \"style\": \"1\",\n  \"symbol\": \"NASDAQ:MRVL\",\n  \"theme\": \"dark\",\n  \"timezone\": \"Etc\/UTC\",\n  \"backgroundColor\": \"#0F0F0F\",\n  \"gridColor\": \"rgba(242, 242, 242, 0.06)\",\n  \"watchlist\": [],\n  \"withdateranges\": false,\n  \"compareSymbols\": [],\n  \"studies\": [],\n  \"autosize\": true\n}\n  <\/script>\n<\/div>\n<!-- TradingView Widget END -->\n\n\n\n<p>AI \u2018\ub2e4\uc911 \uc218\ud61c\u2019 \ud750\ub984\uc740 \ub9d0\uc7a5\ub09c\uc774 \uc544\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 GPU \uce35\uc744 \uc9c0\ubc30\ud558\ub354\ub77c\ub3c4, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub294 \ube44\uc6a9\u00b7\uc804\ub825\u00b7\uacf5\uae09\ub9dd(\ud544\uc694\ud55c \ubd80\ud488\uc744 \uc81c\ub54c \uc870\ub2ec\ud558\ub294 \ub2a5\ub825) \ud1b5\uc81c\ub97c \uc6d0\ud55c\ub2e4. \uace0\uac1d \ub9de\ucda4\ud615 \uce69\uc740 \ub610 \ub2e4\ub978 \uc120\ud0dd\uc9c0\ub2e4.<\/p>\n\n\n\n<p>\ub9c8\ubca8\uc5d0\ub294 \ub354 \uae34 \uc131\uc7a5 \uc5ec\ub825\uc744 \uc5f4\uc5b4\uc8fc\uc9c0\ub9cc, \ud22c\uc790\uc790 \uc785\uc7a5\uc5d0\uc11c\ub294 \uc2e4\uc801 \uc2e4\ud589 \uae30\uc900\ub3c4 \ub192\uc544\uc9c4\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">CNBC\u2019s <a href=\"https:\/\/x.com\/KatieTarasov?ref_src=twsrc%5Etfw\">@KatieTarasov<\/a> got an exclusive look inside Google\u2019s chip lab, where it makes custom silicon to train Gemini and Apple AI models.<br><br>For more on what this means for Google: <a href=\"https:\/\/t.co\/VClKA40u3k\">https:\/\/t.co\/VClKA40u3k<\/a> <a href=\"https:\/\/t.co\/RtJBWGS6HY\">pic.twitter.com\/RtJBWGS6HY<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/x.com\/CNBC\/status\/1827020741004439886?ref_src=twsrc%5Etfw\">August 23, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uc218\uc8fc\ub294 \uaddc\ubaa8\uac00 \ud074 \uc218 \uc788\uc9c0\ub9cc, \uc124\uacc4 \uae30\uac04(\ub514\uc790\uc778 \uc0ac\uc774\ud074), \ud2b9\uc815 \uace0\uac1d \uc758\uc874\ub3c4(\uace0\uac1d \uc9d1\uc911), \uc0dd\uc0b0 \uc2dc\uc810, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc124\ube44\ud22c\uc790(\ucea1\uc5d1\uc2a4\u00b7CAPEX: \uacf5\uc7a5\u00b7\uc11c\ubc84\u00b7\ub124\ud2b8\uc6cc\ud06c \ub4f1 \uc7a5\ube44 \ud22c\uc790) \uacc4\ud68d\uc5d0 \uc88c\uc6b0\ub41c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc5d4\ube44\ub514\uc544 \u2018\ud6c4\uad11\u2019\uc740 \uc591\ub0a0\uc758 \uac80<\/h2>\n\n\n\n<p>\uc2dc\uc7a5 \uc120\ub3c4\uae30\uc5c5\uc774 \ub9c8\ubca8\uc758 \uc911\uc694\uc131\uc744 \uc5b8\uae09\ud55c \uac83\uc740 \ub9c8\ubca8\uc774 AI \uc778\ud504\ub77c \uacf5\uae09\ub9dd\uc5d0\uc11c \uc758\ubbf8 \uc788\ub294 \uc704\uce58\uc5d0 \uc788\uc74c\uc744 \ud655\uc778\ud574\uc900\ub2e4. \uc120\ub3c4\uae30\uc5c5\uc774 \ub2e4\uc74c \ub2e8\uacc4\uc758 \ud575\uc2ec \ud30c\ud2b8\ub108\ub97c \uc9c0\ubaa9\ud558\uba74 \uc2dc\uc7a5\uc740 \uc989\uc2dc \ubc18\uc751\ud55c\ub2e4.<\/p>\n\n\n\n<p>\ub2e4\ub9cc \uae30\ub300\ub3c4 \ube60\ub974\uac8c \ucee4\uc9c4\ub2e4. \uae09\ub4f1\uc7a5\uc740 \ubbf8\ub798 \uc131\uc7a5\uc744 \ud604\uc7ac \uc8fc\uac00\uc5d0 \ubbf8\ub9ac \ubc18\uc601\ud560 \uc218 \uc788\ub2e4. \uadf8\ub7ec\uba74 \uc9c0\uc5f0, \ubcf4\uc218\uc801 \uac00\uc774\ub358\uc2a4, AI \uc218\uc694\uac00 \uc120\ud0dd\uc801\uc73c\ub85c \ubcc0\ud55c\ub2e4\ub294 \uc2e0\ud638\uc5d0\ub3c4 \uc8fc\uac00\uac00 \ub354 \ubbfc\uac10\ud574\uc9c8 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\ucd5c\uadfc <a href=\"https:\/\/www.vtmarkets.com\/opinion\/broadcoms-ai-push-strong-earnings\/?utm_source=Opinion&amp;rt=\" target=\"_blank\" rel=\"noreferrer noopener\">\ube0c\ub85c\ub4dc\ucef4(Broadcom) \uc0ac\ub840<\/a>\ub294 \uc774 \uc2dc\uc7a5\uc774 \uc5bc\ub9c8\ub098 \uc608\ubbfc\ud574\uc84c\ub294\uc9c0 \ubcf4\uc5ec\uc900\ub2e4. \ube0c\ub85c\ub4dc\ucef4\uc740 \uc7a5\uae30 \uc218\uc694\ub97c \uac15\uc870\ud588\uc9c0\ub9cc, AI \uce69 \ub9e4\ucd9c \uc804\ub9dd\uce58\uac00 \uc2dc\uc7a5 \ucd5c\uace0 \uae30\ub300\uc5d0 \ubabb \ubbf8\uce58\uc790 \uc8fc\uac00\uac00 \uae09\ub77d\ud588\ub2e4.<\/p>\n\n\n\n<p>\ub9c8\ubca8\ub3c4 \uac19\uc740 \uc7a3\ub300 \uc548\uc5d0 \ub4e4\uc5b4\uc654\ub2e4. AI \ud14c\ub9c8\ub294 \uacac\uc870\ud558\uc9c0\ub9cc, \uc2dc\uc7a5\uc740 \u2018\ub9c9\uc5f0\ud55c AI \ub178\ucd9c\u2019\ubcf4\ub2e4 \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5 \uc9c0\uc18d, \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \ubaa8\uba58\ud140(\ucd94\uc138), \ub9c8\uc9c4(\uc218\uc775\uc131) \uac1c\uc120\uc744 \uc694\uad6c\ud55c\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\uc228\uc5b4 \uc788\ub294 \ubcc0\uc218: \ubc38\ub958\uc5d0\uc774\uc158<\/h2>\n\n\n\n<p>\ub9c8\ubca8\uc758 \uac00\uc7a5 \ud070 \ubcc0\uc218\ub294 \ubc38\ub958\uc5d0\uc774\uc158\uc774\ub2e4.<\/p>\n\n\n\n<p>AI \uc778\ud504\ub77c \uc11c\uc0ac\ub294 \uc124\ub4dd\ub825\uc774 \uc788\uace0, \ub370\uc774\ud130\uc13c\ud130 \uc0ac\uc5c5\uc740 \uc131\uc7a5 \uc911\uc774\uba70, \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \ubaa9\ud45c\ub3c4 \ud06c\ub2e4. \ub124\ud2b8\uc6cc\ud0b9\u00b7\uc778\ud130\ucee4\ub125\ud2b8 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub3c4 \ub2e4\uc74c \ubcd1\ubaa9\uacfc \ub9de\ub2ff\uc544 \uc788\ub2e4. \uadf8\ub7ec\ub098 \ucd5c\uadfc \uc8fc\uac00 \ubc18\uc751\uc740 \uc0c1\ub2f9\ud55c \ubbf8\ub798 \uc131\uacf5\uc744 \uc774\ubbf8 \ubc18\uc601\ud588\ub2e4.<\/p>\n\n\n\n<p>\uc774\uc81c \uc8fc\uac00\ub294 \u2018AI \ub099\uad00\ub860\u2019\ubcf4\ub2e4 \uc2e4\uc801 \uc804\ub9dd\uc5d0 \ub354 \ubbfc\uac10\ud574\uc9c8 \uc218 \uc788\ub2e4. \ub9e4\ucd9c \uc131\uc7a5\uc774 \uc774\uc5b4\uc9c0\uba74 \ub7a0\ub9ac\ub97c \uc9c0\uc9c0\ud558\uaca0\uc9c0\ub9cc, \ub9c8\ubca8\uc774 AI \uc218\uc694\ub97c \ub9c8\uc9c4 \uac1c\uc120, \ud604\uae08\ud750\ub984(\uc601\uc5c5\uc73c\ub85c \ub4e4\uc5b4\uc624\ub294 \ud604\uae08), \uc9c0\uc18d \uac00\ub2a5\ud55c \uace0\uac1d \ud655\ubcf4\ub85c \uc5f0\uacb0\ud560 \uc218 \uc788\ub2e4\ub294 \uadfc\uac70\uac00 \ud544\uc694\ud558\ub2e4.<\/p>\n\n\n\n<p>2027\ud68c\uacc4\uc5f0\ub3c4 1\ubd84\uae30 \ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c\uc740 <strong>18\uc5b53,000\ub9cc\ub2ec\ub7ec<\/strong>\ub85c \uc804\ub144 \ub300\ube44 <strong>27%<\/strong> \uc99d\uac00\ud588\uc73c\uba70, \uc804\uccb4 \ub9e4\ucd9c\uc758 \ub300\ubd80\ubd84\uc744 \ucc28\uc9c0\ud588\ub2e4. \ube44(\u975e)GAAP \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\uc77c\ud68c\uc131 \ube44\uc6a9 \ub4f1\uc744 \uc81c\uc678\ud55c \uc218\uc775\uc131)\uc740 <strong>58.9%<\/strong>, \ube44GAAP \uc601\uc5c5\uc774\uc775\uc740 <strong>8\uc5b54,690\ub9cc\ub2ec\ub7ec<\/strong>\uc600\ub2e4. (GAAP\ub294 \ubbf8\uad6d \ud68c\uacc4\uae30\uc900, \ube44GAAP\ub294 \uae30\uc5c5\uc774 \uc77c\ud68c\uc131 \ud56d\ubaa9\uc744 \ube7c\uace0 \uc81c\uc2dc\ud558\ub294 \ubcf4\uc815 \uc2e4\uc801\uc774\ub2e4.)<\/p>\n\n\n\n<p>\uc218\uce58\ub294 \uac15\ud558\uc9c0\ub9cc \uc2dc\uc7a5\uc740 \uc55e\uc73c\ub85c\ub97c \ubcf8\ub2e4. \uae30\ub300\uce58\uac00 \ub192\uc740 AI \uc885\ubaa9\uc5d0\uc11c \ud754\ud788 \ub098\ud0c0\ub098\ub294 \u2018\uae30\ub300 \uc870\uc815\u2019(\ub192\uc558\ub358 \uae30\ub300\uac00 \ub0ae\uc544\uc9c0\uba70 \uc8fc\uac00\uac00 \uc7ac\ud3c9\uac00\ub418\ub294 \ud604\uc0c1)\uc744 \ud53c\ud558\uba74\uc11c \uc131\uc7a5 \uc18d\ub3c4\ub97c \uc720\uc9c0\ud560 \uc218 \uc788\ub294\uc9c0\uac00 \uad00\uac74\uc774\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\ub9c8\ubca8 \uc804\ub9dd\uacfc \uccb4\ud06c \ud3ec\uc778\ud2b8<\/h2>\n\n\n\n<p>\ub2e8\uae30\uc801\uc73c\ub85c \ub9c8\ubca8\uc758 \uc804\ub9dd\uc740 \u2018\uc870\uc2ec\uc2a4\ub7ec\uc6b4 \uae0d\uc815\u2019\uc5d0 \uac00\uae5d\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \uc218\uc694, \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uc131\uc7a5, \uad11 \ub124\ud2b8\uc6cc\ud0b9, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc124\ube44\ud22c\uc790\uac00 \ubc84\ud300\ubaa9\uc774\ub2e4.<\/p>\n\n\n\n<p>\uae30\ubcf8 \uc2dc\ub098\ub9ac\uc624\ub294, \uc2dc\uc7a5\uc758 \uad00\uc2ec\uc774 GPU \ub300\ud45c\uc8fc\ub97c \ub118\uc5b4 AI \ub370\uc774\ud130\uc13c\ud130 \u2018\uc804\ubc18\u2019\uc73c\ub85c \ud655\ub300\ub418\uba74\uc11c \ub9c8\ubca8\uc774 \uacc4\uc18d \uc8fc\ubaa9\ubc1b\ub294 \ud750\ub984\uc774\ub2e4. \ub9e4\ucd9c \uc131\uc7a5 \uac00\uc18d\uc774 \uc774\uc5b4\uc9c0\uace0 \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uc218\uc694\uac00 \uc720\uc9c0\ub41c\ub2e4\uba74 \uc8fc\uac00 \ud504\ub9ac\ubbf8\uc5c4(\ub3d9\uc885 \ub300\ube44 \ub192\uc740 \ud3c9\uac00)\uc774 \uc9c0\uc18d\ub420 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p>\uc704\ud5d8\uc740 \uae30\ub300\uac00 \ub108\ubb34 \ube68\ub9ac \ub192\uc544\uc84c\ub2e4\ub294 \uc810\uc774\ub2e4. \ucd94\uac00 \uc0c1\uc2b9\uc744 \uc704\ud574\uc11c\ub294 \uac15\ud55c \uac00\uc774\ub358\uc2a4, \ub9c8\uc9c4 \uac1c\uc120, \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \ub9e4\ucd9c\uc774 \uc2e4\uc81c\ub85c \ucee4\uc9c8 \uc218 \uc788\ub2e4\ub294 \ud655\uc778\uc774 \uc911\uc694\ud574\uc9c4\ub2e4.<\/p>\n\n\n\n<p>\ud2b8\ub808\uc774\ub354\uac00 \ubcfc \uc2e0\ud638\ub294 \ub124 \uac00\uc9c0\ub2e4.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c:<\/strong> \ub9c8\ubca8\uc758 AI \uc778\ud504\ub77c \uc2a4\ud1a0\ub9ac\uac00 \uac15\ud654\ub418\ub294\uc9c0 \ud655\uc778\ud558\ub294 \uac00\uc7a5 \uc9c1\uc811\uc801\uc778 \uc9c0\ud45c.<\/li>\n\n\n\n<li><strong>\uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uc5c5\ub370\uc774\ud2b8:<\/strong> \uc2e0\uaddc \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc218\uc8fc, \ub9e4\ucd9c \uc77c\uc815 \ubcc0\ud654, 2029\ud68c\uacc4\uc5f0\ub3c4 \ubaa9\ud45c \uc218\uc815 \uc5ec\ubd80\ub294 \ud22c\uc790\uc2ec\ub9ac\ub97c \ud06c\uac8c \ud754\ub4e4 \uc218 \uc788\ub2e4.<\/li>\n\n\n\n<li><strong>\ub124\ud2b8\uc6cc\ud0b9\u00b7\uad11 \uc218\uc694:<\/strong> \uace0\ub300\uc5ed\ud3ed \uc778\ud130\ucee4\ub125\ud2b8(\ud55c \ubc88\uc5d0 \ub354 \ub9ce\uc740 \ub370\uc774\ud130\ub97c \ubcf4\ub0b4\ub294 \uc5f0\uacb0) \uc218\uc694\uac00 \uac15\ud574\uc9c0\uba74, \ub9c8\ubca8\uc774 \ub370\uc774\ud130 \uc774\ub3d9 \ubcd1\ubaa9\uc744 \ud574\uacb0\ud55c\ub2e4\ub294 \ub17c\ub9ac\uac00 \uac15\ud654\ub41c\ub2e4.<\/li>\n\n\n\n<li><strong>\ubc18\ub3c4\uccb4 \uc5c5\uc885 \ubc38\ub958\uc5d0\uc774\uc158 \uc555\ub825:<\/strong> AI \uc778\ud504\ub77c \uc885\ubaa9 \uc120\ud638\uac00 \uc774\uc5b4\uc9c0\uba74 \uc218\ud61c\uac00 \uac00\ub2a5\ud558\ub2e4. \ubc18\ub300\ub85c AI \uc124\ube44\ud22c\uc790 \ub454\ud654 \uc6b0\ub824\ub098 \uacfc\ub3c4\ud55c \uc804\ub9dd\uc5d0 \ub300\ud55c \uc758\uc2ec\uc774 \ucee4\uc9c0\uba74 \uc6b0\ub7c9\uc8fc\ub3c4 \uc870\uc815\ud3ed\uc774 \ud074 \uc218 \uc788\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p>AI \uc0dd\ud0dc\uacc4\ub294 \ub354 \ucee4\uc9c0\uace0 \uc788\ub2e4. \ub9c8\ubca8\uc740 \uc5ed\ud560\uc774 \ucee4\uc84c\uace0, \uc2dc\uc7a5\uc740 \uc774\uc81c \u2018\uc870\uc5f0\u2019 \uc774\uc0c1\uc758 \uc131\uacfc\ub97c \uc694\uad6c\ud55c\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary><strong>\ud2b8\ub808\uc774\ub354 \uc9c8\ubb38<\/strong><\/summary>\n<p><strong>\ub9c8\ubca8 \ud14c\ud06c\ub180\ub85c\uc9c0\ub294 \uc5b4\ub5a4 \ud68c\uc0ac\uc778\uac00?<\/strong><\/p>\n\n\n\n<p>\ub9c8\ubca8\uc740 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uc73c\ub85c, \ub370\uc774\ud130\uc13c\ud130\u00b7\ud074\ub77c\uc6b0\ub4dc\u00b7\ub124\ud2b8\uc6cc\ud0b9\u00b7\uc800\uc7a5\uc7a5\uce58\u00b7\ud1b5\uc2e0\uc0ac(\uce90\ub9ac\uc5b4) \uc7a5\ube44\u00b7\uc790\ub3d9\ucc28 \ubd84\uc57c\uc5d0 \uc4f0\uc774\ub294 \uce69\uacfc \uc778\ud504\ub77c \uc194\ub8e8\uc158\uc744 \uc124\uacc4\ud55c\ub2e4. AI \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \ub354 \ube60\ub978 \uc5f0\uacb0, \uace0\uac1d \ub9de\ucda4\ud615 \uce69, \uad11 \ub124\ud2b8\uc6cc\ud0b9, \ucd08\uace0\uc18d \ub370\uc774\ud130 \uc774\ub3d9 \uc218\uc694\uac00 \ucee4\uc9c0\uba70 \uad00\uc2ec\uc774 \ub192\uc544\uc84c\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8\uc774 AI\uc640 \uc5f0\uacb0\ub418\ub294 \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>\ub9c8\ubca8\uc758 \uce69\uacfc \ub124\ud2b8\uc6cc\ud06c \uc194\ub8e8\uc158\uc740 \ub370\uc774\ud130\uc13c\ud130\uac00 \ub300\uc6a9\ub7c9 \ub370\uc774\ud130\ub97c \ucc98\ub9ac\ud558\uace0 \uc11c\ub85c \uc5f0\uacb0\ud558\ub3c4\ub85d \ub3d5\ub294\ub2e4. AI\ub294 GPU\ub9cc\uc73c\ub85c\ub294 \ubd80\uc871\ud558\uba70, \uace0\uac1d \ub9de\ucda4\ud615 \uce69, \uad11 \uc778\ud130\ucee4\ub125\ud2b8(\uad11 \uae30\ubc18\uc758 \uce69\u00b7\uc11c\ubc84 \uc5f0\uacb0), \uc2a4\uc704\uce58, \uc800\uc7a5\uc7a5\uce58 \uc5f0\uacb0\uc774 \ud568\uaed8 \ud544\uc694\ud558\ub2e4. \ub9c8\ubca8\uc740 \uc774 \uc601\uc5ed\uc5d0 \uac15\uc810\uc774 \uc788\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8\uc740 \uc5d4\ube44\ub514\uc544 \uacbd\uc7c1\uc0ac\uc778\uac00?<\/strong><\/p>\n\n\n\n<p>\uc815\uba74 \uacbd\uc7c1\uc73c\ub85c \ubcf4\uae30 \uc5b4\ub835\ub2e4. \uc5d4\ube44\ub514\uc544\ub294 AI GPU\uac00 \ud575\uc2ec\uc774\uace0, \ub9c8\ubca8\uc740 \uace0\uac1d \ub9de\ucda4\ud615 \uce69, \uad11 \ub124\ud2b8\uc6cc\ud0b9, \uc2a4\uc704\uce6d, \uc800\uc7a5\uc7a5\uce58, \uc5f0\uacb0 \uc194\ub8e8\uc158\uc5d0 \ub354 \ucd08\uc810\uc774 \ub9de\ucdb0\uc838 \uc788\ub2e4. \ub9c8\ubca8\uc740 GPU\ub97c \ub300\uccb4\ud558\uae30\ubcf4\ub2e4 AI \uc778\ud504\ub77c \ud655\ub300\uc5d0\uc11c \uc218\ud61c\ub97c \ubc1b\ub294 \uad6c\uc870\ub2e4.<\/p>\n\n\n\n<p><strong>\ud22c\uc790\uc790\ub4e4\uc774 \ub9c8\ubca8\uc744 \ubcf4\ub294 \uc774\uc720\ub294?<\/strong><\/p>\n\n\n\n<p>AI \ud22c\uc790 \ud750\ub984\uc774 GPU\ub97c \ub118\uc5b4 \uc778\ud504\ub77c \uc804\ubc18\uc73c\ub85c \ud655\uc0b0\ub418\uae30 \ub54c\ubb38\uc774\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\ub4e4\uc774 \ub354 \ud070 AI \ub370\uc774\ud130\uc13c\ud130\ub97c \uc9c0\uc73c\uba74\uc11c \ub124\ud2b8\uc6cc\ud0b9, \uad11 \uc5f0\uacb0, \uc778\ud130\ucee4\ub125\ud2b8, \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uc218\uc694\uac00 \ub298\uace0 \uc788\uace0, \ub9c8\ubca8\uc740 \uc774 \uacf5\uae09\ub9dd\uc5d0 \uc704\uce58\ud55c\ub2e4.<\/p>\n\n\n\n<p><strong>\uace0\uac1d \ub9de\ucda4\ud615 \uce69\uc740 \ub9c8\ubca8\uc5d0 \uc5b4\ub5a4 \uc758\ubbf8\uc778\uac00?<\/strong><\/p>\n\n\n\n<p>\uace0\uac1d \ub9de\ucda4\ud615 \uce69\uc740 \ud2b9\uc815 \uace0\uac1d\uc774\ub098 \ud2b9\uc815 \uc791\uc5c5\uc5d0 \ub9de\ucdb0 \uc124\uacc4\ud558\ub294 \uce69\uc774\ub2e4. \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc740 \uc131\ub2a5\uc744 \ub192\uc774\uace0 \uc804\ub825 \uc0ac\uc6a9\uc744 \uc904\uc774\uba70 \ube44\uc6a9\uc744 \ub0ae\ucd94\uae30 \uc704\ud574 \uc774\ub7f0 \uce69\uc744 \uc6d0\ud55c\ub2e4. \ub9c8\ubca8\uc758 \uc131\uc7a5 \ub3d9\ub825\uc774 \ub420 \uc218 \uc788\uc9c0\ub9cc, \ub300\ud615 \uace0\uac1d\uc758 \ud22c\uc790 \uacc4\ud68d\uc5d0 \uc601\ud5a5\uc744 \ud06c\uac8c \ubc1b\ub294\ub2e4.<\/p>\n\n\n\n<p><strong>AI \ub370\uc774\ud130\uc13c\ud130\uc5d0\uc11c \ub370\uc774\ud130 \uc774\ub3d9\uc774 \uc65c \uc911\uc694\ud55c\uac00?<\/strong><\/p>\n\n\n\n<p>AI \ub370\uc774\ud130\uc13c\ud130\ub294 \uce69\u00b7\uc11c\ubc84\u00b7\uc800\uc7a5\uc7a5\uce58\u00b7\ub799 \uc0ac\uc774\ub85c \ub9c9\ub300\ud55c \ub370\uc774\ud130\ub97c \uc62e\uae34\ub2e4. \uc774\ub3d9\uc774 \ub290\ub9ac\uba74 \uc804\uccb4 \uc131\ub2a5\uc774 \ub5a8\uc5b4\uc9c4\ub2e4. \uadf8\ub798\uc11c \ub124\ud2b8\uc6cc\ud0b9, \uad11 \uc5f0\uacb0, \uace0\uc18d \uc778\ud130\ucee4\ub125\ud2b8\uac00 AI \uc778\ud504\ub77c\uc758 \ud575\uc2ec\uc774 \ub41c\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8\uc774 AI \ubd90\uc5d0\uc11c \uc218\ud61c\ub97c \ubc1b\ub294 \ubc29\uc2dd\uc740?<\/strong><\/p>\n\n\n\n<p>AI \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \uc218\uc694\uac00 \ub298\uba74\uc11c \ub9c8\ubca8\uc758 \uace0\uac1d \ub9de\ucda4\ud615 AI \uce69, \uad11 \ub124\ud2b8\uc6cc\ud0b9, \uc2a4\uc704\uce6d, \uc800\uc7a5\uc7a5\uce58 \uc5f0\uacb0, \uace0\uc18d \ub370\uc774\ud130 \uc804\uc1a1 \uc81c\ud488 \uc218\uc694\uac00 \ucee4\uc9c4\ub2e4. AI \uc791\uc5c5\uc774 \ucee4\uc9c0\uace0 \ubcf5\uc7a1\ud574\uc9c8\uc218\ub85d \uc911\uc694\uc131\uc774 \ucee4\uc9c4\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8\uc758 \uac00\uc7a5 \ud070 \ub9ac\uc2a4\ud06c\ub294?<\/strong><\/p>\n\n\n\n<p>\ubc38\ub958\uc5d0\uc774\uc158\uc774\ub2e4. AI \uc778\ud504\ub77c \uc885\ubaa9\uc73c\ub85c \uc8fc\ubaa9\ubc1b\uc73c\uba70 \uae30\ub300\uac00 \ube60\ub974\uac8c \ub192\uc544\uc84c\ub2e4. \uac00\uc774\ub358\uc2a4\uac00 \uc57d\ud574\uc9c0\uac70\ub098 \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uc218\uc694\uac00 \ub454\ud654\ud558\uac70\ub098 AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\uac00 \uc2dd\uc73c\uba74 \uc8fc\uac00\uac00 \uc555\ubc15\uc744 \ubc1b\uc744 \uc218 \uc788\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8\uc740 AI \uad00\ub828 \uc885\ubaa9\uc73c\ub85c \ubcfc \ub9cc\ud55c\uac00?<\/strong><\/p>\n\n\n\n<p>GPU\ub97c \ub118\uc5b4 AI \uc778\ud504\ub77c(\ub124\ud2b8\uc6cc\ud06c\u00b7\uc5f0\uacb0\u00b7\ub9de\ucda4\ud615 \uce69)\ub85c \ub178\ucd9c\uc744 \ub113\ud788\uace0 \uc2f6\uc740 \ud22c\uc790\uc790\uc5d0\uac8c\ub294 \uc720\uc758\ubbf8\ud55c \uc885\ubaa9\uc774\ub2e4. \ub2e4\ub9cc \ub192\uc740 \ubc38\ub958\uc5d0\uc774\uc158\uacfc \ubc18\ub3c4\uccb4 \uc5c5\uc885 \ubcc0\ub3d9\uc131\uc744 \ud568\uaed8 \uace0\ub824\ud574\uc57c \ud55c\ub2e4.<\/p>\n\n\n\n<p><strong>\uc65c \u2018AI \ub2e4\uc911 \uc218\ud61c\u2019\uc758 \uc77c\ubd80\ub85c \ubd88\ub9ac\ub098?<\/strong><\/p>\n\n\n\n<p>AI \ud22c\uc790\ub294 \ud55c \uae30\uc5c5\u00b7\ud55c \uc885\ub958\uc758 \uce69\uc5d0\ub9cc \uc9d1\uc911\ub418\uc9c0 \uc54a\uae30 \ub54c\ubb38\uc774\ub2e4. \uc5d4\ube44\ub514\uc544\uac00 GPU\ub97c \uc774\ub04c\uace0, \ub9c8\ubca8 \uac19\uc740 \uae30\uc5c5\uc740 \ub124\ud2b8\uc6cc\ud0b9, \uc778\ud130\ucee4\ub125\ud2b8, \uace0\uac1d \ub9de\ucda4\ud615 \uce69, \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c\ub85c \uc0dd\ud0dc\uacc4\ub97c \uc9c0\ud0f1\ud55c\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8 \uc2e4\uc801\uc5d0\uc11c \ubb34\uc5c7\uc744 \ubd10\uc57c \ud558\ub098?<\/strong><\/p>\n\n\n\n<p>\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c, \uace0\uac1d \ub9de\ucda4\ud615 \uce69 \uad00\ub828 \uc5c5\ub370\uc774\ud2b8, \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960(\uc6d0\uac00\ub97c \ube80 \uc774\uc775\uc758 \ube44\uc728), \ud5a5\ud6c4 \uac00\uc774\ub358\uc2a4, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc218\uc694, \uad11 \ub124\ud2b8\uc6cc\ud0b9 \uad00\ub828 \ucf54\uba58\ud2b8\ub97c \ubd10\uc57c \ud55c\ub2e4. AI \uc778\ud504\ub77c \uc2a4\ud1a0\ub9ac\uac00 \uac15\ud654\ub418\ub294\uc9c0 \ud655\uc778\ud558\ub294 \uc2e0\ud638\ub2e4.<\/p>\n\n\n\n<p><strong>AI \uc218\uc694\uc640 \ud568\uaed8 \ub9c8\ubca8\ub3c4 \uacc4\uc18d \uc131\uc7a5\ud560 \uc218 \uc788\ub098?<\/strong><\/p>\n\n\n\n<p>AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\uac00 \uac15\ud558\uac8c \uc720\uc9c0\ub418\uace0, \uace0\uac1d \ub9de\ucda4\ud615 \uce69\u00b7\uad11 \ub124\ud2b8\uc6cc\ud0b9\u00b7\uc5f0\uacb0 \uc218\uc694\uac00 \ud655\ub300\ub418\uba74 \uc131\uc7a5 \uc5ec\uc9c0\ub294 \uc788\ub2e4. \ub2e4\ub9cc \uc2e4\ud589\ub825, \uace0\uac1d\uc0ac \uc218\uc8fc, \uc0dd\uc0b0 \uc77c\uc815, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc124\ube44\ud22c\uc790 \uc9c0\uc18d \uc5ec\ubd80\uac00 \uc88c\uc6b0\ud55c\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8\uc740 \ub2e4\ub978 \ubc18\ub3c4\uccb4 \uae30\uc5c5\uacfc \ubb34\uc5c7\uc774 \ub2e4\ub978\uac00?<\/strong><\/p>\n\n\n\n<p>GPU \uac19\uc740 \u2018\ud5e4\ub4dc\ub77c\uc778\u2019 \uc81c\ud488\ubcf4\ub2e4, \ub370\uc774\ud130\uc13c\ud130\u00b7\ub124\ud2b8\uc6cc\ud06c\u00b7\uc800\uc7a5\uc7a5\uce58\u00b7\uc5f0\uacb0 \ub4f1 \uc778\ud504\ub77c \uce35\uc5d0 \ubb34\uac8c\uac00 \uc2e4\ub824 \uc788\ub2e4. AI \uc2dc\uc2a4\ud15c\uc774 \ub370\uc774\ud130\ub97c \ub354 \ube68\ub9ac \uc62e\uae30\uace0 \ub354 \ud6a8\uc728\uc801\uc73c\ub85c \uc6b4\uc601\ub418\ub3c4\ub85d \ub3d5\ub294\ub2e4\ub294 \uc810\uc774 \ucc28\ubcc4\uc810\uc774\ub2e4.<\/p>\n\n\n\n<p><strong>\ub9c8\ubca8\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc758\uc874\ub3c4\uac00 \ud070\uac00?<\/strong><\/p>\n\n\n\n<p>\uadf8\ub807\ub2e4. \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uae30\uc5c5\uc774 \uace0\uac1d \ub9de\ucda4\ud615 \uce69, \ub124\ud2b8\uc6cc\ud0b9, \uad11 \uc5f0\uacb0, \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c \uc218\uc694\ub97c \ub9cc\ub4e0\ub2e4. \uc774\ub4e4\uc758 \uc124\ube44\ud22c\uc790\uac00 \uac15\ud558\uba74 \ub9c8\ubca8\uc5d0 \uc6b0\ud638\uc801\uc774\uc9c0\ub9cc, \ud22c\uc790 \ub454\ud654\ub294 \uc131\uc7a5 \uc555\ubc15 \uc694\uc778\uc774 \ub41c\ub2e4.<\/p>\n<\/details>\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>\uc5d4\ube44\ub514\uc544 \ub3c5\uc8fc \ub05d? AI \uc778\ud504\ub77c \u2018\uc218\ud61c\uc8fc\u2019\ub85c \ub9c8\ubca8 \uae09\ubd80\uc0c1. \ub370\uc774\ud130\uc13c\ud130\u00b7\uad11\ub124\ud2b8\uc6cc\ud0b9\u00b7\uace0\uc18d\uc778\ud130\ucee4\ub125\ud2b8, \ub9de\ucda4\ud615 \uce69 \uc131\uc7a5 \uae30\ub300\uc5d0 \uc8fc\uac00 \ud3ed\ub4f1. \ub2e4\ub9cc \uace0\ubc38\ub958 \ubd80\ub2f4\u2026\uc2e4\uc801\u00b7\uac00\uc774\ub358\uc2a4\uac00 \uad00\uac74.<\/p>\n","protected":false},"author":87,"featured_media":49100,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[48,49],"tags":[],"class_list":["post-49073","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49073","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=49073"}],"version-history":[{"count":0,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/posts\/49073\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media\/49100"}],"wp:attachment":[{"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/media?parent=49073"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/categories?post=49073"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.vtmarkets.com\/kr-asia\/wp-json\/wp\/v2\/tags?post=49073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}