{"id":52631,"date":"2026-08-07T22:50:07","date_gmt":"2026-08-07T22:50:07","guid":{"rendered":"https:\/\/www.vtmarkets.com\/kr-asia\/uncategorized\/the-bitcoin-mining-trade-is-becoming-a-power-trade\/"},"modified":"2026-08-07T22:50:07","modified_gmt":"2026-08-07T22:50:07","slug":"the-bitcoin-mining-trade-is-becoming-a-power-trade","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/kr-asia\/featured\/the-bitcoin-mining-trade-is-becoming-a-power-trade\/","title":{"rendered":"\ube44\ud2b8\ucf54\uc778 \ucc44\uad74 \ud2b8\ub808\uc774\ub4dc, \uc804\ub825 \ud2b8\ub808\uc774\ub4dc\ub85c \ubcc0\ubaa8\ud558\ub2e4"},"content":{"rendered":"<figure class=\"wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"700\" src=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"\" style=\"object-fit:cover;\" srcset=\"https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy.webp 1250w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy-300x168.webp 300w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy-1024x573.webp 1024w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy-768x430.webp 768w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy-500x280.webp 500w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy-400x224.webp 400w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy-350x196.webp 350w, https:\/\/www.vtmarkets.com\/kr-asia\/wp-content\/uploads\/sites\/5\/2026\/08\/BitcoinMiningvsAI-Energy-200x112.webp 200w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\" \/><\/figure>\n\n<p><\/p>\n\n<p>\ube44\ud2b8\ucf54\uc778 \ub300\uc2e0 \ucc44\uad74\uc8fc(\ube44\ud2b8\ucf54\uc778\uc744 \ucc44\uad74\ud558\ub294 \uc0c1\uc7a5\uc0ac \uc8fc\uc2dd)\ub97c \ubcf4\uc720\ud558\ub294 \uc774\uc720\ub294 \uac04\ub2e8\ud588\ub2e4. \ucc44\uad74\uc0ac\ub294 \ube44\ud2b8\ucf54\uc778 \uac00\uaca9\uc5d0 \u2018\ub808\ubc84\ub9ac\uc9c0(\uc791\uc740 \uac00\uaca9 \ubcc0\ub3d9\uc774 \ub354 \ud070 \uc190\uc775 \ubcc0\ub3d9\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294 \ud6a8\uacfc)\u2019\uac00 \uac78\ub9b0 \ub178\ucd9c\uc744 \uc81c\uacf5\ud55c\ub2e4. \ube44\uc6a9\uc740 \uc804\uae30\ub8cc\u00b7\uc2dc\uc124\ube44 \ub4f1 \uace0\uc815\ube44 \uc131\uaca9\uc774 \ud06c\uace0, \ub9e4\ucd9c\uc740 \ube44\ud2b8\ucf54\uc778 \uac00\uaca9\uc5d0 \ub530\ub77c \uc6c0\uc9c1\uc5ec \uc8fc\uac00 \ubcc0\ub3d9\ud3ed\uc774 \ub354 \ucee4\uc9c4\ub2e4.<\/p>\n\n<p>\uc989 \u201c\ube44\ud2b8\ucf54\uc778 + \ub354 \ud070 \uc0c1\uc2b9 \uc5ec\ub825 + \ub354 \ud070 \uc704\ud5d8\u201d\uc774\ub77c\ub294 \uac70\ub798\uc600\ub2e4.<\/p>\n\n<p>\ud558\uc9c0\ub9cc \uad6c\ub3c4\uac00 \ubc14\ub00c\uae30 \uc2dc\uc791\ud588\ub2e4. \ube44\ud2b8\ucf54\uc778\uc740 \uc5ec\uc804\ud788 \ud575\uc2ec\uc774\uc9c0\ub9cc, \uc77c\ubd80 \ucc44\uad74\uc0ac\ub294 \uac00\uc7a5 \uac00\uce58 \uc788\ub294 \uc790\uc0b0\uc774 \u2018\ucc44\uad74\ud574 \uc5bb\ub294 \ucf54\uc778\u2019\uc774 \uc544\ub2c8\ub77c \uadf8 \ub4a4\uc758 \uc804\ub825 \uc778\ud504\ub77c(\uc804\uae30\ub97c \ub04c\uc5b4\uc640 \uc548\uc815\uc801\uc73c\ub85c \uacf5\uae09\ud558\ub294 \uc124\ube44)\uc77c \uc218 \uc788\ub294\uc9c0 \ub530\uc9c0\uace0 \uc788\ub2e4.<\/p>\n\n<h3 class=\"wp-block-heading\">\ucc44\uad74\ub3c4 \ub3c8\uc774 \ub41c\ub2e4. \ud558\uc9c0\ub9cc \ub354 \ud070 \ub3c8\uc774 \ub418\ub294 \uac8c \uc0dd\uacbc\ub2e4<\/h3>\n\n<p>\ud574\uc2dc\ud504\ub77c\uc774\uc2a4(hashprice\u00b7\ucc44\uad74\uae30\uac00 \ubcf4\uc720\ud55c \uc5f0\uc0b0\ub2a5\ub825 1\ub2e8\uc704\ub2f9 \uae30\ub300 \uc218\uc775)\ub294 \ubc18\uac10\uae30(halving\u00b7\ube44\ud2b8\ucf54\uc778 \ube14\ub85d \ubcf4\uc0c1\uc774 \uc808\ubc18\uc73c\ub85c \uc904\uc5b4\ub4dc\ub294 \uc774\ubca4\ud2b8) \uc774\ud6c4 \uc555\ubc15\uc744 \ubc1b\uc558\ub2e4. \ub124\ud2b8\uc6cc\ud06c \ud574\uc2dc\ub808\uc774\ud2b8(hashrate\u00b7\uc804\uccb4 \ucc44\uad74 \uc5f0\uc0b0\ub2a5\ub825)\uac00 \uacc4\uc18d \ub298\uba74\uc11c \uac01 \ucc44\uad74\uae30\ub294 \ub354 \uc791\uc740 \ubaab\uc744 \uac00\uc838\uac00\uace0, \ube14\ub85d\ub2f9 \ubcf4\uc0c1\ub3c4 \uc608\uc804\uc758 \uc808\ubc18\uc774\ub2e4. \uc804\uae30\uc694\uae08\uc774 \uc2f8\uace0 \uc6b4\uc601\uc774 \ub6f0\uc5b4\ub098\ub3c4 \ub9c8\uc9c4(\uc774\uc775\ub960)\uc740 2\ub144 \uc804\ubcf4\ub2e4 \uc587\uc544\uc84c\ub2e4.<\/p>\n\n<p>\ub3d9\uc2dc\uc5d0 AI \uae30\uc5c5\ub4e4\uc774 \uc804\ub825\uc744 \ucc3e\uc544 \ub098\uc130\uace0, \ub3c8\uc744 \uc9c0\ubd88\ud558\ub294 \ubc29\uc2dd\uc774 \ub2e4\ub974\ub2e4. \ucc44\uad74\uc740 \uc804\ub825 1\uba54\uac00\uc640\ud2b8(MW)\ub2f9 \uc5f0\uac04 \ub9ce\uc544\uc57c \uc218\uc2ed\ub9cc\ub2ec\ub7ec \uc218\uc900\uc73c\ub85c, \uc2dc\uc7a5\uac00\uaca9\uc5d0 \ub530\ub77c \ub9e4\uc77c \ubc14\ub00c\uace0 \uc7a5\uae30\uc801\uc73c\ub85c \ud558\ub77d\ud558\uae30 \uc27d\ub2e4. \ubc18\uba74 \uac19\uc740 1MW\ub97c AI \uace0\uac1d(\ud14c\ub10c\ud2b8\u00b7\uc784\ucc28\uc778)\uc5d0\uac8c \ube4c\ub824\uc8fc\uba74 \uacc4\uc57d\uc73c\ub85c \uace0\uc815\ub41c \uc784\ub300\ub8cc \ud615\ud0dc\ub85c \uc5f0 100\ub9cc\ub2ec\ub7ec \uc774\uc0c1\uc744 10\ub144 \uc774\uc0c1 \ubc1b\uc744 \uc218 \uc788\ub2e4.<\/p>\n\n<p>\uc774\uac74 \u2018\uc2a4\ud1a0\ub9ac\u2019\uac00 \uc544\ub2c8\ub77c \uacc4\uc0b0\uc774\ub2e4. \uc804\ub825\uc744 \ubcf4\uc720\ud55c \ucabd\uc5d0 10\ub144\uc9dc\ub9ac \uacc4\uc57d\uc73c\ub85c 3\ubc30\ub97c \uc81c\uc2dc\ud558\uba74 \ud611\uc0c1 \ud14c\uc774\ube14\uc5d0 \uc549\uac8c \ub41c\ub2e4.<\/p>\n\n<h2 class=\"wp-block-heading\"><strong>\uc804\ub825\uc774 \u2018\ud76c\uc18c \uc790\uc0b0\u2019\uc774 \ub41c \uc774\uc720<\/strong><\/h2>\n\n<p>\uc5ec\uae30\uc11c\ubd80\ud130\ub294 \ub2e8\uc21c\ud558\uc9c0 \uc54a\ub2e4. \ub9ce\uc740 \ud68c\uc0ac \ubc1c\ud45c\uac00 \uc2e4\uc81c\ubcf4\ub2e4 \uacfc\uc7a5\ub3fc \uc788\ub2e4.<\/p>\n\n<p>\uc77c\ubc18\uc801\uc778 \ucc44\uad74\uc7a5\uc740 \uc0ac\uc2e4\uc0c1 \ucc3d\uace0 \uc218\uc900\uc758 \u2018\uc170\ub4dc(shed\u00b7\ub2e8\uc21c \ucca0\uace8 \uac74\ubb3c)\u2019\ub2e4. \ucc44\uad74\uae30\ub294 \uc804\ub825\uc774 \ub4e4\ucb49\ub0a0\ucb49\ud574\ub3c4 \ub418\uace0, \ube44\uc0c1\uc804\uc6d0(\ubc31\uc5c5)\ub3c4 \uc5c6\uc5b4\ub3c4 \ub418\uba70, \uba3c\uc9c0\u00b7\uace0\uc628(45\ub3c4)\ub3c4 \ubc84\ud2f4\ub2e4. \uc804\ub825\ub9dd(\uadf8\ub9ac\ub4dc)\uc774 \uc804\uae30\ub97c \ub3cc\ub824\ub2ec\ub77c\uace0 \ud558\uba74 \uc218\ucd08 \ub0b4 \uaebc\ub3c4 \ub41c\ub2e4. \uadf8\ub798\uc11c \ucc44\uad74\uc0ac\ub294 \ucc98\uc74c\ubd80\ud130 \u2018\ub2e4\ub978 \uacf3\uc774 \uc6d0\uce58 \uc54a\ub294 \uc804\ub825\u2019\uc744 \uc2f8\uac8c \uc4f8 \uc218 \uc788\uc5c8\ub2e4.<\/p>\n\n<p>\ud558\uc9c0\ub9cc AI \uc5f0\uc0b0\uc740 \uadf8\ub807\uac8c \ubabb \ud55c\ub2e4. \ud559\uc2b5(training\u00b7\ub300\uaddc\ubaa8 \ub370\uc774\ud130\ub85c AI\ub97c \ud6c8\ub828\uc2dc\ud0a4\ub294 \uc791\uc5c5) \ub3c4\uc911 \uc804\uae30\uac00 \ub04a\uae30\uba74 \uba70\uce60\uce58 \uc791\uc5c5\uc774 \ub0a0\uc544\uac04\ub2e4. \uc548\uc815\uc801 \uc804\ub825\uacfc \ud655\uc2e4\ud55c \ubc31\uc5c5\uc774 \ud544\uc694\ud558\uace0, \uc561\uccb4 \ub0c9\uac01(liquid cooling\u00b7\ub0c9\uac01\uc218\ub97c \uc774\uc6a9\ud574 \uace0\uc5f4\uc744 \ucc98\ub9ac\ud558\ub294 \ubc29\uc2dd)\uc774 \ud544\uc694\ud558\ub2e4. \uace0\uac1d\uc740 \uac00\ub3d9\ub960(uptime\u00b7\uc11c\ube44\uc2a4\uac00 \uba48\ucd94\uc9c0 \uc54a\ub294 \uc2dc\uac04 \ube44\uc728) \ubcf4\uc7a5\uacfc \uc704\uc57d\uae08 \ub4f1 \u2018\ub3c8\uc774 \uac78\ub9b0 \uc57d\uc18d\u2019\uc744 \uc694\uad6c\ud55c\ub2e4.<\/p>\n\n<p>\ub530\ub77c\uc11c \uac74\ubb3c \uc790\uccb4\ub294 \uac00\uce58\uac00 \uac70\uc758 \uc5c6\ub2e4. \uc9c4\uc9dc \uac00\uce58\uac00 \uc788\ub294 \uac83\uc740 \uc804\ub825\ub9dd \uc5f0\uacb0(\uadf8\ub9ac\ub4dc \ucee4\ub125\uc158)\uc774\ub2e4. \ubcc0\uc804\uc18c(substation\u00b7\uc804\uc555\uc744 \ubc14\uafd4 \uacf5\uae09\ud558\ub294 \uc124\ube44), \ucf00\uc774\ube14, \uadf8\ub9ac\uace0 \uc560\ucd08\uc5d0 \uc5f0\uacb0 \uc2b9\uc778\uc744 \ubc1b\uae30 \uc704\ud55c \ub300\uae30\uc5f4(\ud050)\uc5d0\uc11c\uc758 \uc790\ub9ac\ub2e4. \ub9ce\uc740 \uc9c0\uc5ed\uc5d0\uc11c \uc774 \ub300\uae30\uc5f4\uc740 \uc218\ub144\uc774 \uac78\ub9b0\ub2e4. \uc774\ubbf8 \uc5f0\uacb0\ub3fc \uc788\uace0 \uc774\ubbf8 \ud070 \uc804\ub825\uc744 \ub04c\uc5b4\ub2e4 \uc4f0\ub294 \ubd80\uc9c0\ub294 \ub9e4\uc6b0 \ud76c\uc18c\ud558\uba70, \ub2e8\uae30\uac04\uc5d0 \ub9cc\ub4e4\uc5b4\ub0bc \uc218 \uc5c6\ub2e4.<\/p>\n\n<p>\uacb0\uad6d \ucc44\uad74\uc7a5\uc744 AI \ub370\uc774\ud130\uc13c\ud130\ub85c \uc804\ud658\ud558\ub294 \uc77c\uc740 \u2018\uac1c\uc870\u2019\ub77c\uae30\ubcf4\ub2e4 \u2018\ucca0\uac70 \ud6c4 \uc7ac\uac74\ucd95\u2019\uc5d0 \uac00\uae5d\ub2e4. \uba54\uac00\uc640\ud2b8\ub2f9 \ud22c\uc790\ube44\ub294 \ucd08\uae30 \ucc44\uad74\uc7a5 \ub300\ube44 \ub300\ub7b5 10\ubc30 \uc218\uc900\uc774 \ub420 \uc218 \uc788\ub2e4. \uc804\ud658\uc774 \uc2e4\uc81c\ub85c \uc9c4\ud589\ub418\ub354\ub77c\ub3c4 \ubd84\uae30 \ub2e8\uc704\uac00 \uc544\ub2c8\ub77c \uc218\ub144\uc774 \uac78\ub9ac\ub294 \uc774\uc720\ub2e4.<\/p>\n\n<p>\u2018\ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc0ac\u2019\ub77c\ub294 \uc774\ub984\uc744 \ub5bc\uc5b4\ub0b4\uba74, \uc5ec\uae30\uc5d4 \uc11c\ub85c \ub2e4\ub978 3\uac00\uc9c0 \uc0ac\uc5c5\uc774 \uc788\ub2e4.<\/p>\n\n<ul class=\"wp-block-list\"><li><strong>\uc784\ub300\uc0ac\uc5c5\uc790(\ub79c\ub4dc\ub85c\ub4dc).<\/strong> \uac74\ubb3c\uacfc \uc804\ub825\uc744 \uc81c\uacf5\ud558\uace0, \uace0\uac1d\uc774 \ucef4\ud4e8\ud130\ub97c \uac00\uc838\uc628\ub2e4. 10~15\ub144 \uc784\ub300\ub8cc\ub97c \ubc1b\ub294\ub2e4. \uba54\uac00\uc640\ud2b8\ub2f9 \ub9e4\ucd9c\uc740 \ub2e4\ub978 \ubc29\uc2dd\ubcf4\ub2e4 \uc791\uc744 \uc218 \uc788\uc9c0\ub9cc, \uacc4\uc57d \uae30\ubc18\uc774\ub77c \uc548\uc815\uc801\uc774\ub2e4. \ubd80\ub3d9\uc0b0\u00b7\uc778\ud504\ub77c \uc0ac\uc5c5\ucc98\ub7fc \ud3c9\uac00(\ubc38\ub958\uc5d0\uc774\uc158)\ubc1b\uc544\uc57c \ud55c\ub2e4.<\/li>\n\n<li><strong>\uc6b4\uc601\uc0ac\uc5c5\uc790(\uc624\ud37c\ub808\uc774\ud130).<\/strong> \ud68c\uc0ac\uac00 \uc9c1\uc811 \ucef4\ud4e8\ud130\ub97c \uc0ac\uc11c \uc5f0\uc0b0 \uc2dc\uac04\uc744 \uc2dc\uac04 \ub2e8\uc704\ub85c \ud310\ub2e4. \uba54\uac00\uc640\ud2b8\ub2f9 \ub9e4\ucd9c\uc740 \ud6e8\uc52c \ud06c\uc9c0\ub9cc \uc704\ud5d8\ub3c4 \ud06c\ub2e4. \uace0\uac00 GPU\/\uce69(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58\u00b7AI \uc5f0\uc0b0\uc5d0 \uc4f0\uc774\ub294 \ubc18\ub3c4\uccb4)\uc740 \uac00\uce58 \ud558\ub77d\uc774 \ube60\ub974\uace0, \uc9c0\uc18d\uc801\uc73c\ub85c \uac00\ub3d9\ub960\uc744 \ucc44\uc6cc\uc57c \ud55c\ub2e4.<\/li>\n\n<li><strong>\uc5ec\uc804\ud788 \ucc44\uad74\uc0ac.<\/strong> \uc218\uc775\uc758 \ub300\ubd80\ubd84\uc740 \ube44\ud2b8\ucf54\uc778\uc5d0\uc11c \ub098\uc628\ub2e4. AI \uc0ac\uc5c5\uc740 \uad6c\uc0c1\u00b7\ubd80\uc9c0 \uac80\ud1a0\u00b7\uc18c\uaddc\ubaa8 \uccab \uacc4\uc57d \uc218\uc900\uc774\ub2e4. \uc8fc\uc8fc\uc5d0\uac8c\ub294 \u2018\uc55e\uc758 \ub450 \ubaa8\ub378\ub85c \ucee4\uc9c8 \uac00\ub2a5\uc131\u2019\uc744 \ud30c\ub294 \ub2e8\uacc4\ub2e4.<\/li><\/ul>\n\n<h2 class=\"wp-block-heading\"><strong>\ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc8fc\ub294 \ub354 \uc774\uc0c1 \ud558\ub098\uc758 \uac70\ub798\uac00 \uc544\ub2c8\ub2e4.<\/strong><\/h2>\n\n<p>\uc774\uc81c \u2018\ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc0ac\u2019\ub77c\ub294 \ub9d0\uc740 \uc804\ud600 \ub2e4\ub978 \uc0ac\uc5c5\ubaa8\ub378\uc744 \ubb36\ub294 \ud45c\ud604\uc774 \ub410\ub2e4. \uc5b4\ub5a4 \uae30\uc5c5\uc740 \uc5ec\uc804\ud788 \ube44\ud2b8\ucf54\uc778 \uac00\uaca9\uc5d0 \ub808\ubc84\ub9ac\uc9c0\ub85c \ubca0\ud305\ud558\ub294 \uc131\uaca9\uc774 \uac15\ud558\uc9c0\ub9cc, \uc5b4\ub5a4 \uae30\uc5c5\uc740 \uc804\ub825 \uc790\uc0b0\uc744 \ud65c\uc6a9\ud574 AI \uc778\ud504\ub77c(\ub370\uc774\ud130\uc13c\ud130\u00b7\uc804\ub825\u00b7\ub0c9\uac01 \ub4f1) \uae30\ud68c\ub97c \ub178\ub9b0\ub2e4. \uc131\uc7a5 \uacbd\ub85c, \ud544\uc694\ud55c \uc790\ubcf8(\ud22c\uc790\ube44), \uc801\uc815 \uac00\uce58\ud3c9\uac00 \uae30\uc900\uc774 \ubaa8\ub450 \ub2e4\ub974\ub2e4.<\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">Company<\/td><td class=\"has-text-align-center\" data-align=\"center\">What investors are buying<\/td><td class=\"has-text-align-center\" data-align=\"center\">Evidence<\/td><td class=\"has-text-align-center\" data-align=\"center\">What needs to happen next<\/td><\/tr><tr><td>IREN<\/td><td>AI \uc778\ud504\ub77c\ub85c\uc758 \uc804\ud658<\/td><td>GPU(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58) \uc218\uc6a9 \ub2a5\ub825 \ud655\ub300, AI \ud074\ub77c\uc6b0\ub4dc \ucd94\uc9c4<\/td><td>AI \ub9e4\ucd9c\uc774 \uc2e4\uc801\uc5d0\uc11c \uc758\ubbf8 \uc788\uac8c \ucee4\uc838\uc57c \ud568<\/td><\/tr><tr><td>Riot<\/td><td>\uc804\ub825 \uc790\uc0b0\uacfc \ud5a5\ud6c4 \ub370\uc774\ud130\uc13c\ud130 \uac00\ub2a5\uc131<\/td><td>\ub300\uaddc\ubaa8 \ubd80\uc9c0\uc640 \uc804\ub825\ub9dd \uc5f0\uacb0<\/td><td>\uc778\ud504\ub77c \uc6b0\uc704\ub97c \uc7a5\uae30 \uacc4\uc57d \ub9e4\ucd9c\ub85c \uc804\ud658\ud574\uc57c \ud568<\/td><\/tr><tr><td>MARA<\/td><td>\ube44\ud2b8\ucf54\uc778 \ub178\ucd9c + AI \uc635\uc158(\uc120\ud0dd\uad8c)<\/td><td>\ub300\uaddc\ubaa8 BTC \ubcf4\uc720, \ud070 \ucc44\uad74 \uaddc\ubaa8<\/td><td>AI \ud30c\ud2b8\ub108\uc2ed\uc774 \uc2e4\uc81c \uc218\uc775\uc744 \ub0b8\ub2e4\ub294 \uc810\uc744 \uc785\uc99d\ud574\uc57c \ud568<\/td><\/tr><tr><td>CleanSpark<\/td><td>\uace0\ud6a8\uc728 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74<\/td><td>\uc6b4\uc601 \uc2e4\ud589\ub825, \uc800\uac00 \uc804\ub825 \uc804\ub7b5<\/td><td>\uae30\uc874 \uc790\uc0b0\uc774 AI \uc804\ub825 \uc218\uc694\uc640 \uc5b4\ub5bb\uac8c \uc5f0\uacb0\ub418\ub294\uc9c0 \ubcf4\uc5ec\uc918\uc57c \ud568<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p><\/p>\n\n<h3 class=\"wp-block-heading\">CleanSpark<\/h3>\n\n<p><strong>CLSK<\/strong>\ub294 \ube44\uad50\uc801 \uaddc\uc728 \uc788\ub294(\ubb34\ub9ac\ud55c \ud655\uc7a5\uc744 \ub35c \ud558\ub294) \ucc44\uad74\uc0ac\ub85c \ud3c9\uac00\ubc1b\uc558\uc9c0\ub9cc, AI \uc804\ub7b5\uc774 \uc544\uc774\ub514\uc5b4\ub97c \ub118\uc5b4 \uad6c\uccb4\ud654\ub418\uace0 \uc788\ub2e4. \uc804\ub825\u00b7\ud1a0\uc9c0 \ud3ec\ud2b8\ud3f4\ub9ac\uc624(\ubcf4\uc720 \uc790\uc0b0 \uad6c\uc131)\ub97c \ub298\ub9ac\uba70 \uae30\uc874 \uc778\ud504\ub77c\ub97c AI\uc640 HPC(\uace0\uc131\ub2a5 \ucef4\ud4e8\ud305\u00b7\ub300\uaddc\ubaa8 \uc5f0\uc0b0) \uc6a9\ub3c4\ub85c \ud65c\uc6a9\ud560 \uae30\ubc18\uc744 \ub2e4\uc9c0\uace0 \uc788\ub2e4. \ubd80\uc9c0 \uac1c\ubc1c, \uc784\ub300, \uc804\ub825 \ud655\uc7a5 \uc9c4\ud589 \uc0c1\ud669\uc744 \uac15\uc870\ud588\uace0, <a href=\"https:\/\/www.investors.com\/news\/cleanspark-stock-hpc-ai-tenant-deal-6-6-billion-bitcoin-price-cpi-report-crypto-stocks\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">ERCOT(\ubbf8 \ud14d\uc0ac\uc2a4 \uc804\ub825\ub9dd \uc6b4\uc601\uae30\uad00) \uc2b9\uc778\uc744 \ubc1b\uc740 \ucd94\uac00 \uc804\ub825 \uc6a9\ub7c9\uacfc AI\/HPC \ub300\uc751 \uc790\uc0b0<\/a>\ub3c4 \uc5b8\uae09\ud588\ub2e4.<\/p>\n\n<p>\uac15\uc810\uc740 \ub2e4\ub978 \u2018\uc778\ud504\ub77c \uc804\ud658\u2019 \ucc44\uad74\uc0ac\uc640 \uac19\ub2e4. \uc2e0\uaddc \ub370\uc774\ud130\uc13c\ud130 \uac1c\ubc1c\uc0ac\ub294 \ud655\ubcf4\uc5d0 \uc218\ub144\uc774 \uac78\ub9ac\ub294 \uc804\ub825\uacfc \ubd80\uc9c0\ub97c \uc774\ubbf8 \uc950\uace0 \uc788\ub2e4\ub294 \uc810\uc774\ub2e4. CleanSpark\ub294 <a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/cleanspark-lands-6-6-billion-192729898.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc0cc\ub354\uc2a4\ube4c(Sandersville) \ubd80\uc9c0\uc758 \uc7a5\uae30 \ub370\uc774\ud130\uc13c\ud130 \uc784\ub300 \ubc1c\ud45c<\/a>\ucc98\ub7fc \uc790\uc0b0\uc758 \uc0c1\uc5c5\ud654(\ud604\uae08\ud654)\ub3c4 \ucd94\uc9c4\ud558\uace0 \uc788\ub2e4.<\/p>\n\n<p>\uacfc\uc81c\ub294 \uc2dc\uac04\uc774\ub2e4. \uc21c\uc218 \ucc44\uad74\uacfc \ub2ec\ub9ac AI \uc778\ud504\ub77c\ub294 \ub9e4\ucd9c\uc774 \ucee4\uc9c0\uae30 \uc804\uc5d0 \ub300\uaddc\ubaa8 \uc120\ud22c\uc790\uac00 \ud544\uc694\ud558\ub2e4. CleanSpark\ub294 \uc804\ub825 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uac00 \uc2dc\uc7a5\uc758 \ud3c9\uac00 \ubc29\uc2dd\uc744 \ubc14\uafc0 \ub9cc\ud07c \uacc4\uc57d \uae30\ubc18 AI\/HPC \ub9e4\ucd9c\uc744 \ub9cc\ub4e4 \uc218 \uc788\uc74c\uc744 \uc785\uc99d\ud574\uc57c \ud55c\ub2e4.<\/p>\n\n<h3 class=\"wp-block-heading\">Iris Energy Limited<\/h3>\n\n<p><strong>IREN<\/strong>\uc740 AI \uc804\ud658\uc774 \uac00\uc7a5 \ube60\ub974\ub2e4. \ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc744 \ub118\uc5b4 AI \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c\ub85c \ud655\uc7a5\ud558\uace0 \uc788\ub2e4. GPU \uc218\uc6a9 \ub2a5\ub825\uc5d0 \ud22c\uc790\ud588\uace0, \uc5ec\ub7ec \ud574\uc5d0 \uac78\uce5c AI \uc778\ud504\ub77c \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\ub2e4. \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5 \uacc4\ud68d\uc744 \ud1b5\ud574 <a href=\"https:\/\/www.businesstimes.com.sg\/companies-markets\/telcos-media-tech\/microsoft-signs-us9-7-billion-ai-cloud-deal-australias-iren-secure-nvidia-systems\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 \uc5f0\uad00\ub41c \ud074\ub77c\uc6b0\ub4dc \uc218\uc694\uc640\uc758 \ud30c\ud2b8\ub108\uc2ed(\ubcf4\ub3c4)<\/a>\ub3c4 \uac70\ub860\ub41c\ub2e4. \ud5a5\ud6c4 \uc218\ub144\uac04 <a href=\"https:\/\/finance.yahoo.com\/technology\/ai\/articles\/iren-nasdaqgs-iren-lands-microsoft-060727245.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">GPU \uc7a5\ube44\ub97c \ud06c\uac8c \ub298\ub9ac\ub294 \uacc4\ud68d<\/a>\ub3c4 \uc81c\uc2dc\ud588\ub2e4.<\/p>\n\n<p>\ub2e4\ub9cc \uc804\ud658\uc5d0\ub294 \ub300\uac00\uac00 \uc788\ub2e4. \ucc44\uad74\uc5d0\uc11c AI\ub85c \uc6a9\ub7c9\uc744 \uc62e\uae30\uba74 <a href=\"https:\/\/www.investing.com\/news\/company-news\/iren-q3-fy2026-slides-5gw-ai-expansion-despite-earnings-miss-93CH-4671031\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\ub2e8\uae30 \ucc44\uad74 \ub9e4\ucd9c\uc774 \uc904\uc5b4\ub4e4 \uc218 \uc788\uace0<\/a>, AI \uad00\ub828 \uc218\uc785\uc774 \uc774\ub97c \uc644\uc804\ud788 \ub300\uccb4\ud558\uae30 \uc804\uae4c\uc9c0 \uacf5\ubc31\uc774 \uc0dd\uae38 \uc218 \uc788\ub2e4.<\/p>\n\n<h3 class=\"wp-block-heading\">Riot Platforms<\/h3>\n\n<p><strong>RIOT<\/strong>\uc740 \uc778\ud504\ub77c \uad00\uc810\uc758 \ub17c\ub9ac\uac00 \uac00\uc7a5 \uac15\ud558\ub2e4. \ud14d\uc0ac\uc2a4\uc5d0\uc11c <a href=\"https:\/\/www.riotplatforms.com\/bitcoin-mining\/\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\ub85d\ub370\uc77c(Rockdale)\uacfc \ucf54\uc2dc\uce74\ub098(Corsicana) \ub4f1 \ub300\uaddc\ubaa8 \ubd80\uc9c0<\/a>\ub97c \uc6b4\uc601\ud558\uba70, AI\u00b7HPC\ub85c \uc804\ud658\ud560 \uc218 \uc788\ub294 \uc0c1\ub2f9\ud55c \uc804\ub825 \uc6a9\ub7c9\uc744 \ubcf4\uc720\ud55c\ub2e4. Riot\ub294 \ud14d\uc0ac\uc2a4 \uc2dc\uc124\uc5d0\uc11c \uc2b9\uc778\ub41c \uc804\ub825 \uc6a9\ub7c9 1.7GW(\uae30\uac00\uc640\ud2b8\u00b71000MW)\ub97c \uc18c\uc720\u00b7\uad00\ub9ac\ud558\uace0 \uc788\uc73c\uba70, \ub85d\ub370\uc77c\uc5d0\ub294 700MW \uc804\ub825\ub9dd \uc5f0\uacb0\uc774 \uc788\ub2e4.<\/p>\n\n<p>\ub610 <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1167419\/000110465926004551\/riot-20260116xex99d1.htm\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">AMD\uc640\uc758 \uc784\ub300 \uacc4\uc57d<\/a>\uc73c\ub85c \uccab \ub300\ud615 \ub370\uc774\ud130\uc13c\ud130 \uace0\uac1d\uc744 \ud655\ubcf4\ud588\ub2e4. \ucd08\uae30 25MW\ub97c \ubc30\uce58\ud558\ub294 \uacc4\uc57d\uc774\uba70, \uae30\uac04\uc740 10\ub144, \uc608\uc0c1 \uacc4\uc57d \ub9e4\ucd9c\uc740 \uc57d 3\uc5b51100\ub9cc\ub2ec\ub7ec\ub2e4. AMD\ub294 \uc774\ub97c \u2018\ud575\uc2ec IT \ubd80\ud558(critical IT load\u00b7\uc11c\ubc84\uac00 \uc2e4\uc81c\ub85c \uc18c\ube44\ud558\ub294 \ud544\uc218 \uc804\ub825)\u2019 200MW\uae4c\uc9c0 \ub298\ub9b4 \uc218 \uc788\ub294 \uc635\uc158\ub3c4 \ubcf4\uc720\ud55c\ub2e4.<\/p>\n\n<p>\uc774 \uacc4\uc57d\uc740 Riot\uc758 \uc778\ud504\ub77c \ub17c\ub9ac\ub97c \uac15\ud654\ud558\uc9c0\ub9cc, \ub354 \ud070 \uae30\ud68c\ub294 \uc804\ub825 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc7a5\uae30 AI\u00b7HPC \uacc4\uc57d\uc73c\ub85c \uc5bc\ub9c8\ub098 \ub354 \uc804\ud658\ud560 \uc218 \uc788\ub290\ub0d0\uc5d0 \ub2ec\ub838\ub2e4. \uc784\ub300 1\uac74\uc740 \uc218\uc694\uac00 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4. \ubcf4\uc720 \uc6a9\ub7c9 \uc804\ubc18\uc73c\ub85c \ubaa8\ub378\uc744 \ud655\uc7a5\ud558\ub294\uc9c0\uac00 \uae30\uc5c5\uac00\uce58 \uc7ac\ud3c9\uac00\uc758 \ud575\uc2ec\uc774\ub2e4.<\/p>\n\n<h3 class=\"wp-block-heading\">MARA holdings<\/h3>\n\n<p><strong>MARA<\/strong>\ub294 \uac00\uc7a5 \ubcf5\uc7a1\ud558\ub2e4. \ube44\ud2b8\ucf54\uc778 \ucc44\uad74, \ub300\uaddc\ubaa8 \ube44\ud2b8\ucf54\uc778 \ubcf4\uc720, \uadf8\ub9ac\uace0 \ucc44\uad74 \uc678 \uc778\ud504\ub77c \uae30\ud68c\ub97c \ud0d0\uc0c9\ud558\ub294 \uc0ac\uc5c5\uc774 \uc11e\uc5ec \uc788\ub2e4.<\/p>\n\n<p>MARA\ub294 <a href=\"https:\/\/www.mara.com\/posts\/stacking-up-50k-btc\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\uc0c1\uc7a5 \ucc44\uad74\uc0ac \uc911 \ucd5c\ub300\uae09 \ube44\ud2b8\ucf54\uc778 \ube44\ucd95(\ud2b8\ub808\uc800\ub9ac\u00b7\uae30\uc5c5\uc774 \ubcf4\uc720\ud55c \ube44\ud2b8\ucf54\uc778 \uc790\uc0b0)<\/a>\uc744 \uad6c\ucd95\ud588\ub2e4. BTC \ubcf4\uc720\ub7c9 \uc790\uccb4\uac00 \ucc44\uad74 \uc0ac\uc5c5\uacfc \ud568\uaed8 \ud22c\uc790 \ub17c\ub9ac\uc758 \uc911\uc694\ud55c \ubd80\ubd84\uc774 \ub410\ub2e4. \ub2e4\ub9cc \ube44\ud2b8\ucf54\uc778\uc744 \ub9ce\uc774 \ub4e4\uace0 \uc788\ub2e4\uace0 \uc790\ub3d9\uc73c\ub85c \uc8fc\uc8fc\uac00\uce58\uac00 \ub298\uc9c0\ub294 \uc54a\ub294\ub2e4. \ube44\ud2b8\ucf54\uc778 \uac00\uaca9\uc5d0 \ub530\ub77c \uc7ac\ubb34\uc0c1\ud0dc\ud45c(\ubc38\ub7f0\uc2a4\uc2dc\ud2b8)\uac00 \ud06c\uac8c \ud754\ub4e4\ub9b4 \uc218 \uc788\uace0, \ud655\uc7a5\u00b7\uc778\ud504\ub77c \ud22c\uc790\ub97c \uc704\ud55c \uc790\uae08 \uc870\ub2ec(\uc99d\uc790\u00b7\ucc28\uc785)\ub3c4 \uc7ac\ubb34 \uc720\uc5f0\uc131\uc5d0 \uc601\ud5a5\uc744 \uc900\ub2e4.<\/p>\n\n<p>MARA \uc5ed\uc2dc AI\u00b7HPC \uae30\ud68c\ub97c \ud0d0\uc0c9\ud588\uc9c0\ub9cc, \uc804\uc6a9 AI \uc778\ud504\ub77c\ub97c \uc774\ubbf8 \uad6c\ucd95\ud558\ub294 \uae30\uc5c5\ub4e4\uc5d0 \ube44\ud574 \uc804\ud658\uc740 \ub35c \uc9c4\uc804\ub3fc \uc788\ub2e4. \uc2dc\uc7a5\uc740 \ub2e8\uc9c0 \u2018\uc131\uc7a5 \uac00\ub2a5\uc131\u2019\uc744 \ub354\ud558\ub294 \uc218\uc900\uc774 \uc544\ub2c8\ub77c, \uacc4\uc57d \uae30\ubc18 \ub9e4\ucd9c\uc744 \ub9cc\ub4e4 \uc218 \uc788\ub2e4\ub294 \uc99d\uac70\ub97c \uc694\uad6c\ud560 \uac83\uc774\ub2e4.<\/p>\n\n<h2 class=\"wp-block-heading\">\ube44\ud2b8\ucf54\uc778\uacfc AI\ub294 \uc804\ub825\uc744 \ub450\uace0 \uacbd\uc7c1\ud55c\ub2e4<\/h2>\n\n<p>\uc774 \uc804\ud658\uc740 \uc8fc\uac00\ubfd0 \uc544\ub2c8\ub77c \ube44\ud2b8\ucf54\uc778 \ub124\ud2b8\uc6cc\ud06c \uce21\uba74\uc5d0\uc11c\ub3c4 \uc758\ubbf8\uac00 \uc788\ub2e4.<\/p>\n\n<p>\ucc44\uad74\uc5d0\uc11c \ube60\uc9c0\ub294 1MW\ub9c8\ub2e4 \ub124\ud2b8\uc6cc\ud06c\ub97c \uc9c0\ud0f1\ud558\ub294 \uc5f0\uc0b0\ub2a5\ub825\uc774 \uc904\uc5b4\ub4e0\ub2e4. \ucda9\ubd84\ud788 \ub9ce\uc740 \ucc44\uad74\uc0ac\uac00 \uc6a9\ub7c9\uc744 \ub3cc\ub9ac\uba74 \ud574\uc2dc\ub808\uc774\ud2b8 \uc99d\uac00\uac00 \ub454\ud654\ud560 \uc218 \uc788\uace0, \ub0a8\uc544 \uc788\ub294 \ucc44\uad74\uc0ac\uc5d0\ub294 \uacbd\uc7c1 \uc644\ud654\uac00 \uc720\ub9ac\ud558\uac8c \uc791\uc6a9\ud560 \uc218 \uc788\ub2e4.<\/p>\n\n<p>\ub2e4\ub9cc \uc774\ub294 \ub2f9\uc7a5\uc758 \ubcc0\ud654\ub294 \uc544\ub2c8\ub2e4.<\/p>\n\n<p>\ube44\ud2b8\ucf54\uc778\uc758 \ubcf4\uc548\uc740 \u2018\uac12\uc2fc \uc804\uae30\uc758 \uac00\uc7a5 \uc218\uc775\uc131 \ub192\uc740 \uc6a9\ub3c4\ub294 \ucc44\uad74\u2019\uc774\ub77c\ub294 \uac00\uc815\uc5d0 \uae30\ub300 \uc654\ub2e4. \uc774\uc81c AI\uac00 \ub354 \ud070 \uc790\uae08\ub825\uacfc \ub354 \uae34 \uacc4\uc57d\uc73c\ub85c \uacbd\uc7c1 \uc785\ucc30\uc5d0 \ub098\uc120\ub2e4. \ub0b4\uc77c \ub2f9\uc7a5 \ubb34\ub108\uc9c0\ub294 \uac83\uc740 \uc544\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uac12\uc2fc \uc804\ub825\uc744 \uac00\uc7a5 \uc798 \ub2e4\ub8e8\ub294 \uc6b4\uc601\uc790\ub4e4\uc774 \u2018\ucd5c\uace0 \uace0\uac1d\u2019\uc73c\ub85c \ube44\ud2b8\ucf54\uc778\uc774 \uc544\ub2c8\ub77c AI\ub97c \ud0dd\ud558\uae30 \uc2dc\uc791\ud55c\ub2e4\uba74, \uc8fc\ubaa9\ud560 \ub9cc\ud55c \uc2e0\ud638\ub2e4.<\/p>\n\n<h3 class=\"wp-block-heading\">\ube44\ud2b8\ucf54\uc778 \uc0c1\uad00\uad00\uacc4 \ud14c\uc2a4\ud2b8<\/h3>\n\n<p>\uc804\ud658\uc744 \ud310\ub2e8\ud558\ub294 \ud55c \ubc29\ubc95\uc740 \ucc44\uad74\uc8fc\uac00 \uc5ec\uc804\ud788 \ube44\ud2b8\ucf54\uc778\uc744 \uc5bc\ub9c8\ub098 \ub530\ub77c\uac00\ub294\uc9c0 \ubcf4\ub294 \uac83\uc774\ub2e4.<\/p>\n\n<p>\uc0c1\uad00\uad00\uacc4(\ub450 \uc790\uc0b0 \uac00\uaca9\uc774 \ud568\uaed8 \uc6c0\uc9c1\uc774\ub294 \uc815\ub3c4)\uac00 \uac15\ud558\uba74 \ud22c\uc790\uc790\ub4e4\uc774 \uc5ec\uc804\ud788 \ud68c\uc0ac\ub97c \u2018\uac00\uc0c1\uc790\uc0b0 \ub300\ub9ac \ud22c\uc790\uc218\ub2e8(\ud504\ub85d\uc2dc)\u2019\uc73c\ub85c \ubcf8\ub2e4\ub294 \ub73b\uc77c \uc218 \uc788\ub2e4. \uc0c1\uad00\uad00\uacc4\uac00 \uc57d\ud574\uc9c0\uba74 AI \uae30\ub300, \uc778\ud504\ub77c \uc790\uc0b0, \ud68c\uc0ac\ubcc4 \uc774\uc288 \ub4f1 \ub2e4\ub978 \uc694\uc778\uc774 \uac00\uce58\ud3c9\uac00\ub97c \uc774\ub04c \uc218 \uc788\ub2e4.<\/p>\n\n<p>\ub2e4\ub9cc \uc0c1\uad00\uad00\uacc4\ub9cc\uc73c\ub85c \uc0ac\uc5c5 \uc804\ud658\uc744 \uc99d\uba85\ud560 \uc218\ub294 \uc5c6\ub2e4. \uc8fc\uc2dd \ubc1c\ud589(\uc99d\uc790), \uc704\ud5d8\uc790\uc0b0 \uc120\ud638 \uc2ec\ub9ac, \ube44\ud2b8\ucf54\uc778 \ubcc0\ub3d9\uc131\ub3c4 \uc601\ud5a5\uc744 \uc900\ub2e4. \ub354 \ud655\uc2e4\ud55c \uc99d\uac70\ub294 \ub2e4\uc74c\ucc98\ub7fc \ub2e8\uc21c\ud558\ub2e4.<\/p>\n\n<ul class=\"wp-block-list\"><li>\uacc4\uc57d \uccb4\uacb0<\/li>\n\n<li>\uace0\uac1d \uc2e4\uba85 \uacf5\uac1c<\/li>\n\n<li>\uad6c\uccb4\uc801 \ud22c\uc790 \uacc4\ud68d \uacf5\uc2dc<\/li>\n\n<li>\uc7ac\ubb34\uc81c\ud45c\uc5d0 \ub9e4\ucd9c\ub85c \ubc18\uc601<ul class=\"wp-block-list\"><li><\/li><\/ul><\/li><\/ul>\n\n<ol start=\"1\" class=\"wp-block-list\"><li><strong>\ubc1c\ud45c\ud55c \uc6a9\ub7c9 vs \uacc4\uc57d\ub41c \uc6a9\ub7c9<\/strong> &#8211; \uacc4\uc57d\uc73c\ub85c \ubb36\uc778 \uba54\uac00\uc640\ud2b8\ub294 \u2018\ud655\uc815 \uc22b\uc790\u2019\ub2e4. \ub17c\uc758 \uc911\uc778 \uba54\uac00\uc640\ud2b8\ub294 \uc544\ub2c8\ub2e4. \ud14c\ub77c\uc6b8\ud504(TeraWulf)\uc640 \uc0ac\uc774\ud37c(Cipher) \uc0ac\ub840\ucc98\ub7fc \uad6c\uae00 \uac19\uc740 \ub300\ud615\uc0ac\uac00 AI \uc784\ucc28\uc778\uc758 \uc784\ub300 \uacc4\uc57d\uc744 \ub4b7\ubc1b\uce68(\ubcf4\uc99d)\ud574\uc57c \ud588\ub2e4\uba74, \uc784\ucc28\uc778 \uc790\uccb4 \uc2e0\uc6a9\ub9cc\uc73c\ub85c\ub294 \ubd80\uc871\ud588\ub2e4\ub294 \uc758\ubbf8\ub2e4.<br><\/li>\n\n<li><strong>\uc804\ud658 \uc790\uae08 \uc870\ub2ec \ubc29\uc2dd<\/strong> &#8211; \ub300\uaddc\ubaa8 \uc8fc\uc2dd \ud76c\uc11d(\uc99d\uc790\ub85c \uae30\uc874 \uc8fc\uc8fc \uc9c0\ubd84\uc774 \uc904\uc5b4\ub4dc\ub294 \uac83)\uc774\ub098 \uace0\uae08\ub9ac \ubd80\ucc44\ub294, \uc2e4\uc801\uc774 \ub098\uc624\uae30 \uc804\ubd80\ud130 \uae08\uc735\uc2dc\uc7a5\uc774 \uc704\ud5d8\uc744 \uc5b4\ub5bb\uac8c \ubcf4\ub294\uc9c0 \ub4dc\ub7ec\ub0b8\ub2e4.<br><\/li>\n\n<li><strong>\ube44\ud2b8\ucf54\uc778 \uc0c1\uad00\uad00\uacc4\uc758 \ubcc0\ud654<\/strong> &#8211; AI\ub85c \uc62e\uae30\ub294 \ucc44\uad74\uc0ac\ub294 \uc5b8\uc820\uac00 \ucf54\uc778\uacfc \ub2e4\ub978 \ubc29\uc2dd\uc73c\ub85c \uac70\ub798\ub420 \uc218 \uc788\ub2e4. \ub2e4\ub9cc \ub2f9\ubd84\uac04\uc740 \uac00\uc0c1\uc790\uc0b0 \ud22c\uc790 \uc2ec\ub9ac\uac00 \uc8fc\uac00\uc5d0 \ub0a8\uc744 \uac00\ub2a5\uc131\uc774 \ud06c\ub2e4. \ub2e8\ub3c5 \uc9c0\ud45c\uac00 \uc544\ub2c8\ub77c \uc55e\uc758 \ub450 \ud56d\ubaa9\uacfc \ud568\uaed8 \ubd10\uc57c \ud55c\ub2e4.<\/li><\/ol>\n\n<script type=\"module\" src=\"https:\/\/widgets.tradingview-widget.com\/w\/en\/tv-ticker-tape.js\"><\/script>\n\n<tv-ticker-tape symbols=\"NASDAQ:CLSK,NASDAQ:IREN,NASDAQ:MARA,NASDAQ:RIOT\"><\/tv-ticker-tape><br>\n\n<p>\uc774\ub4e4 4\uac1c \ud68c\uc0ac\ub294 \uac19\uc740 \uc774\ub984\uc73c\ub85c \ubb36\uc774\uc9c0\ub9cc, \ub354 \uc774\uc0c1 \uac19\uc740 \uc0ac\uc5c5\uc774 \uc544\ub2c8\ub2e4. \uc77c\ubd80\ub294 \uc804\ub825 \uc778\ud504\ub77c \uae30\uc5c5\uc73c\ub85c \ubcc0\ud558\uace0 \uc788\uace0, \uc77c\ubd80\ub294 AI \uc5f0\uc0b0(\ucef4\ud4e8\ud305) \uc0ac\uc5c5\uc744 \uad6c\ucd95 \uc911\uc774\uba70, \ub610 \ub2e4\ub978 \uc77c\ubd80\ub294 \uc5ec\uc804\ud788 \ube44\ud2b8\ucf54\uc778 \ucc44\uad74\uc774 \uc911\uc2ec\uc774\ub2e4.<\/p>\n\n<details class=\"wp-block-details\"><summary>Tap for Trader FAQ<\/summary><p><strong>Why are bitcoin mining stocks becoming linked to AI infrastructure?<\/strong> <br>Bitcoin miners already control large-scale power assets and grid connections. As AI data centres compete for electricity, some miners are exploring higher-value uses for their infrastructure.<\/p>\n\n<p><strong>Are bitcoin miners still mainly a bet on bitcoin prices?<\/strong> <br>Not all of them. Some companies remain closely tied to bitcoin mining economics, while others are shifting towards AI computing or data-centre infrastructure.<\/p>\n\n<p><strong>Why is electricity becoming the focus for bitcoin miners?<\/strong> <br>Power access and grid connections are becoming scarce assets for AI development. Existing mining sites can offer a starting point, although converting them into AI facilities requires significant investment.<\/p>\n\n<p><strong>What should investors watch in bitcoin mining stocks?<\/strong> <br>The focus is shifting from mining output alone to evidence of AI monetisation, including signed contracts, customer commitments, infrastructure development and revenue growth.<\/p><\/details>\n\n\n\n<p class=\"wp-block-paragraph\"><b>\uc9c0\uae08 \ubc14\ub85c \uac70\ub798\ub97c \uc2dc\uc791\ud558\uc138\uc694 \u2014 VT Markets \uc2e4\uacc4\uc88c\ub97c \uac1c\uc124\ud558\ub824\uba74 <a href=\"https:\/\/www.vtmarkets.com\/kr-asia\/trade-now\/\">\uc5ec\uae30<\/a>\ub97c \ud074\ub9ad\ud558\uc138\uc694.<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>\u2018\ube44\ud2b8\ucf54\uc778 \ub808\ubc84\ub9ac\uc9c0\u2019\uc600\ub358 \ucc44\uad74\uc8fc\uac00 \ub2ec\ub77c\uc9c4\ub2e4. \ubc18\uac10\uae30 \ud6c4 \uc218\uc775\uc131 \uc555\ubc15 \uc18d AI\uac00 \uc804\ub825\uc744 \uc7a5\uae30\uacc4\uc57d\uc73c\ub85c \uc0ac\ub4e4\uc774\uba70, \ud575\uc2ec \uac00\uce58\ub294 \ucc44\uad74\uae30\uac00 \uc544\ub2c8\ub77c \uc804\ub825\ub9dd \uc5f0\uacb0\u00b7\ubd80\uc9c0\ub85c \uc774\ub3d9 \uc911.<\/p>\n","protected":false},"author":87,"featured_media":52630,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[48,49],"tags":[],"class_list":["post-52631","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" content=\"\u2018\ube44\ud2b8\ucf54\uc778 \ub808\ubc84\ub9ac\uc9c0\u2019\uc600\ub358 \ucc44\uad74\uc8fc\uac00 \ub2ec\ub77c\uc9c4\ub2e4. \ubc18\uac10\uae30 \ud6c4 \uc218\uc775\uc131 \uc555\ubc15 \uc18d AI\uac00 \uc804\ub825\uc744 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