{"id":11045,"date":"2026-04-02T05:02:19","date_gmt":"2026-04-01T20:02:19","guid":{"rendered":"https:\/\/readtrends.com\/ko\/microsoft-ai-infra-stock-flat\/"},"modified":"2026-04-02T05:02:19","modified_gmt":"2026-04-01T20:02:19","slug":"microsoft-ai-infra-stock-flat","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/microsoft-ai-infra-stock-flat\/","title":{"rendered":"\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c \ud22c\uc790 \uacc4\ud68d \ubc1c\ud45c\u2026\uc8fc\uac00 \uc57d\ubcf4\ud569 &#8211; \ub9c8\ucf13\uc778"},"content":{"rendered":"<article>\n<p><strong>\ud575\uc2ec \uc694\uc57d<\/strong><\/p>\n<p>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \ucd5c\uadfc \ub300\uaddc\ubaa8 AI(\uc778\uacf5\uc9c0\ub2a5) \uc778\ud504\ub77c \ud22c\uc790 \uacc4\ud68d\uc744 \uacf5\uac1c\ud588\ub2e4. \ud68c\uc0ac\ub294 \uc774\ubc88 \ud22c\uc790\uac00 \ud074\ub77c\uc6b0\ub4dc\uc640 AI \uc11c\ube44\uc2a4 \uacbd\uc7c1\ub825 \uac15\ud654\ub97c \uc704\ud55c \uc870\uce58\ub77c\uace0 \uc124\uba85\ud588\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4 \uc8fc\uac00\ub294 \uc57d\ubcf4\ud569\uc138\ub97c \ubcf4\uc774\uba70 \ud070 \ud3ed\uc758 \uc0c1\uc2b9\uc73c\ub85c\ub294 \uc774\uc5b4\uc9c0\uc9c0 \uc54a\uc558\ub2e4. \uc2dc\uc7a5\uc740 \ud22c\uc790 \uaddc\ubaa8\u00b7\uc2dc\ud589 \uc2dc\uc810 \ub4f1 \uc138\ubd80 \ub0b4\uc6a9\uc758 \uacf5\uac1c\ub97c \uae30\ub2e4\ub9ac\uace0 \uc788\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\uc8fc\uc694 \ubc1c\ud45c \uc8fc\uccb4: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(\uacf5\uc2dd \ubc1c\ud45c). \ud68c\uc0ac\ub294 AI \uc778\ud504\ub77c \uad00\ub828 \ud22c\uc790\ub97c \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\ub2e4.<\/li>\n<li>\uc2dc\uc7a5 \ubc18\uc751: \ubc1c\ud45c \uc9c1\ud6c4 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc8fc\uac00\ub294 \uc57d\ubcf4\ud569\uc744 \uae30\ub85d, \ud22c\uc790 \ubc1c\ud45c\uac00 \uc989\uac01\uc801 \uac00\uaca9 \uc0c1\uc2b9\uc73c\ub85c \uc774\uc5b4\uc9c0\uc9c4 \uc54a\uc558\ub2e4.<\/li>\n<li>\ud22c\uc790 \ubaa9\uc801: \ud68c\uc0ac\ub294 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc640 AI \ubaa8\ub378 \uc6b4\uc601\ub2a5\ub825, \ub370\uc774\ud130\uc13c\ud130 \uc5ed\ub7c9 \uac15\ud654\ub97c \ubaa9\ud45c\ub85c \ud55c\ub2e4\uace0 \uc124\uba85\ud588\ub2e4.<\/li>\n<li>\uc138\ubd80 \uaddc\ubaa8\u00b7\uc77c\uc815: \ud68c\uc0ac\uac00 \uad6c\uccb4\uc801 \uae08\uc561\u00b7\ud0c0\uc784\ub77c\uc778\uc744 \uacf5\uac1c\ud558\uc9c0 \uc54a\uc544 \uc2dc\uc7a5\uc758 \ud655\uc778 \uc694\uad6c\uac00 \ub0a8\uc544 \uc788\ub2e4.<\/li>\n<li>\uc5f0\uad00 \uc601\ud5a5: \ud074\ub77c\uc6b0\ub4dc \uacbd\uc7c1\uc0ac\uc640 \ubc18\ub3c4\uccb4\u00b7\ub370\uc774\ud130\uc13c\ud130 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 \uc218\uc694 \uae30\ub300\uac10\uc774 \uc81c\uae30\ub418\uc5c8\ub2e4.<\/li>\n<li>\uaddc\uc81c\u00b7\uc815\ucc45 \uace0\ub824: \ub370\uc774\ud130\u00b7AI \uaddc\uc81c \ud658\uacbd\uacfc \uc804\ub825\u00b7\uc6a9\uc218 \ub4f1 \uc778\ud504\ub77c \uc870\uac74\uc774 \ud22c\uc790\uc758 \uc2e4\ud589 \uac00\ub2a5\uc131\uc5d0 \ubcc0\uc218\ub85c \ub0a8\uc544 \uc788\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\uae00\ub85c\ubc8c IT \uae30\uc5c5\ub4e4\uc740 \ub300\uaddc\ubaa8 AI \ubaa8\ub378 \ud559\uc2b5\uacfc \ucd94\ub860\uc744 \uc704\ud55c \uc804\uc6a9 \uc778\ud504\ub77c\ub97c \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\uc744 \uac15\ud654\ud574\uc654\ub2e4. \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub3c4 \ud074\ub77c\uc6b0\ub4dc(\uc560\uc800)\uc640 \uc5f0\uacc4\ud55c AI \uc11c\ube44\uc2a4 \ud655\ub300\ub97c \uc704\ud574 \ub370\uc774\ud130\uc13c\ud130\uc640 \ub9de\ucda4\ud615 \ud558\ub4dc\uc6e8\uc5b4 \ud22c\uc790\ub97c \uc9c0\uc18d\ud574 \uc654\ub2e4. \ucd5c\uadfc AI \uae30\uc220\uc758 \uc0c1\uc6a9\ud654\uc640 \ub300\uaddc\ubaa8 \ubaa8\ub378 \ub3c4\uc785\uc774 \ub298\uba74\uc11c \uc804\ub825\u00b7\ub0c9\uac01 \ub4f1 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\ube44\uc640 \uc790\ubcf8\uc9c0\ucd9c\uc774 \uc8fc\uc694 \uc774\uc288\ub85c \ubd80\uc0c1\ud588\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc7a5\uae30\uc801 \uad00\uc810\uc5d0\uc11c \uace0\uac1d \ud655\ubcf4\uc640 \uc11c\ube44\uc2a4 \ucc28\ubcc4\ud654\ub97c \uc704\ud574 \ucd08\uae30 \ud22c\uc790\uc5d0 \ub098\uc11c\uc9c0\ub9cc, \ub2e8\uae30\uc801 \uc2e4\uc801 \uc555\ubc15\uacfc \ud22c\uc790 \ud68c\uc218 \uc2dc\uc810 \ubd88\ud655\uc2e4\uc131\ub3c4 \ubcd1\uc874\ud55c\ub2e4.<\/p>\n<p>\ud55c\uad6d\uc744 \ud3ec\ud568\ud55c \uc8fc\uc694 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \ub370\uc774\ud130\uc13c\ud130 \uc2e0\uc124\uacfc \uad00\ub828\ud55c \uc9c0\uc5ed\uc0ac\ud68c\u00b7\ud658\uacbd \uc774\uc288, \ud1a0\uc9c0\u00b7\uc804\ub825 \uacf5\uae09 \ud611\uc0c1 \ub4f1\uc774 \ud22c\uc790\uc758 \uc18d\ub3c4\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce5c\ub2e4. \ub610\ud55c \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uacfc \uc11c\ubc84\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \uc5c5\uccb4\ub4e4\uc758 \uc0dd\uc0b0\ub2a5\ub825\ub3c4 \uc778\ud504\ub77c \ud655\uc7a5 \uacc4\ud68d\uc758 \uc2e4\ud589\ub825\uc744 \uc88c\uc6b0\ud55c\ub2e4. \uc774\ub7f0 \ub9e5\ub77d\uc5d0\uc11c \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \ubc1c\ud45c\ub294 \uc5c5\uacc4 \uc804\ubc18\uc758 \uc218\uc694 \uae30\ub300\ub97c \uc790\uadf9\ud558\uc9c0\ub9cc, \uad6c\uccb4\uc801 \uc2e4\ud589\uacc4\ud68d\uc774 \ud655\uc778\ub3fc\uc57c \uc2dc\uc7a5\uc758 \uc2e0\ub8b0\uac00 \ubcf8\uaca9\uc801\uc73c\ub85c \ud615\uc131\ub420 \uc218 \uc788\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \uacf5\uc2dd \uc785\uc7a5\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790\ub97c \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\uace0, \uc774\ub294 \ud074\ub77c\uc6b0\ub4dc\uc640 \uae30\uc5c5\uc6a9 AI \uc11c\ube44\uc2a4 \uacbd\uc7c1\ub825\uc744 \ub192\uc774\uae30 \uc704\ud55c \uc804\ub7b5\uc774\ub77c\uace0 \uc124\uba85\ud588\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4 \uc2dc\uc7a5\uc5d0\uc11c\uc758 \ubc18\uc751\uc740 \uc81c\ud55c\uc801\uc774\uc5c8\uace0, \uc8fc\uac00\ub294 \ud070 \ud3ed\uc758 \uc0c1\uc2b9 \ub300\uc2e0 \uc57d\ubcf4\ud569 \ud750\ub984\uc744 \ubcf4\uc600\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \ud22c\uc790 \uae08\uc561, \ud22c\uc790 \ub300\uc0c1(\ub370\uc774\ud130\uc13c\ud130\u00b7\uc11c\ubc84\u00b7\ub124\ud2b8\uc6cc\ud06c\u00b7\uc778\uacf5\uc9c0\ub2a5 \uc804\uc6a9\uce69 \ub4f1), \ud22c\uc790 \uc2dc\uc810\uacfc \uc9c0\uc5ed \ubd84\ud3ec\uc5d0 \ub300\ud574 \ucd94\uac00 \uc815\ubcf4\ub97c \uc694\uad6c\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\ud604\uc7a5\uc5d0\uc11c\ub294 \uad00\ub828 \uc7a5\ube44 \uacf5\uae09\uc5c5\uccb4 \ubc0f \ud074\ub77c\uc6b0\ub4dc \uacbd\uc7c1\uc0ac\ub4e4\uc774 \uc774\ubc88 \ubc1c\ud45c\ub97c \uc8fc\ubaa9\ud558\uace0 \uc788\ub2e4. \uacf5\uae09\ub9dd \uce21\uba74\uc5d0\uc11c\ub294 \uc11c\ubc84\u00b7GPU\u00b7\ub0c9\uac01 \uc194\ub8e8\uc158 \uc218\uc694 \uc99d\uac00\uc5d0 \ub530\ub978 \ucd9c\ud558 \uc77c\uc815\uacfc \uac00\uaca9 \ubcc0\ub3d9 \uc6b0\ub824\uac00 \uc81c\uae30\ub41c\ub2e4. \ub610\ud55c \uac01\uad6d \uaddc\uc81c \ub2f9\uad6d\uc758 \ub370\uc774\ud130\u00b7AI \uad00\ub828 \uaddc\uc81c\uac00 \uac15\ud654\ub418\ub294 \uc0c1\ud669\uc5d0\uc11c \uc778\ud504\ub77c \ud655\uc7a5\uc774 \uc9c0\uc5ed\ubcc4\ub85c \ub2e4\ub978 \uc81c\uc57d\uc744 \ubc1b\uc744 \uac00\ub2a5\uc131\ub3c4 \ucee4\uc9c0\uace0 \uc788\ub2e4.<\/p>\n<p>\ud22c\uc790 \ubc1c\ud45c\ub294 \ub2e8\uc77c \uc0ac\uac74\uc774\ub77c\uae30\ubcf4\ub2e4 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \uc7a5\uae30 \uc804\ub7b5 \uc5f0\uc7a5\uc120\uc73c\ub85c \ud574\uc11d\ub41c\ub2e4. \ud68c\uc0ac\ub294 \uacfc\uac70\uc5d0\ub3c4 \ub300\uaddc\ubaa8 \ud074\ub77c\uc6b0\ub4dc\u00b7\uc778\ud504\ub77c \ud22c\uc790\ub97c \ud1b5\ud574 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ub300\ud574 \uc654\ub2e4. \uc774\ubc88 \ubc1c\ud45c\uc758 \uc2e4\ud6a8\uc131\uc740 \uc138\ubd80 \uc2e4\ud589\uacc4\ud68d\uacfc \ube44\uc6a9 \uad6c\uc870, \uc678\ubd80 \ud658\uacbd(\uaddc\uc81c\u00b7\uacf5\uae09\ub9dd\u00b7\uc5d0\ub108\uc9c0) \ubcc0\ud654\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc804\ub9dd\uc774\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uc774\ubc88 \ubc1c\ud45c\ub294 \ud074\ub77c\uc6b0\ub4dc\u00b7AI \uc2dc\uc7a5\uc5d0\uc11c\uc758 \uc7a5\uae30 \uacbd\uc7c1 \uad6c\ub3c4\ub97c \uacac\uace0\ud788 \ud558\ub824\ub294 \uc758\ub3c4\ub85c \ubcfc \uc218 \uc788\ub2e4. \ub300\uaddc\ubaa8 AI \ubaa8\ub378\uc744 \uc6b4\uc601\ud558\ub824\uba74 \ub9c9\ub300\ud55c \uacc4\uc0b0 \uc790\uc6d0\uacfc \ub370\uc774\ud130\uc13c\ud130 \uc778\ud504\ub77c\uac00 \ud544\uc694\ud558\ubbc0\ub85c \ucd08\uae30 \ud22c\uc790 \uaddc\ubaa8\uac00 \uacbd\uc7c1\ub825 \ucc28\uc774\ub97c \ub9cc\ub4e4\uc5b4\ub0bc \uc218 \uc788\ub2e4. \ub2e4\ub9cc \uc774\ubc88 \ubc1c\ud45c\ub9cc\uc73c\ub85c \ub2e8\uae30 \uc2e4\uc801 \uac1c\uc120\uc744 \uae30\ub300\ud558\uae30\ub294 \uc5b4\ub835\ub2e4; \ud22c\uc790 \ud68c\uc218\uac00 \uc218\ub144 \ub2e8\uc704\ub85c \uc774\ub904\uc9c0\ub294 \uc810\uc744 \ud22c\uc790\uc790\ub4e4\uc774 \uc6b0\ub824\ud55c\ub2e4.<\/p>\n<p>\ub458\uc9f8, \uad00\ub828 \uc7a5\ube44\u00b7\ubd80\ud488 \uacf5\uae09\uc0ac\ub4e4\uc5d0\ub294 \uc218\uc694 \uc99d\uac00\uc758 \uae30\ud68c\uac00 \ub420 \uc218 \uc788\ub2e4. \uc11c\ubc84\u00b7GPU\u00b7\ub0c9\uac01 \uc2dc\uc2a4\ud15c \ub4f1 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc8fc\ubb38 \uc99d\uac00\uc5d0 \ub300\ube44\ud574 \uc0dd\uc0b0\ub2a5\ub825\uacfc \uacf5\uae09\ub9dd \uac00\ub3d9 \uacc4\ud68d\uc744 \uc870\uc815\ud560 \ud544\uc694\uac00 \uc788\ub2e4. \ubc18\uba74 \uacf5\uae09 \ubcd1\ubaa9\uc774\ub098 \uac00\uaca9 \ubcc0\ub3d9\uc774 \ubc1c\uc0dd\ud558\uba74 \uc804\uccb4 \ud22c\uc790 \ube44\uc6a9\uc774 \uc0c1\uc2b9\ud574 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \ube44\uc6a9\uad6c\uc870\ub97c \uc555\ubc15\ud560 \uc218 \uc788\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \uc9c0\uc5ed\ubcc4 \uaddc\uc81c\u00b7\uc778\ud504\ub77c \uc5ec\uac74\uc774 \ud22c\uc790 \uc2e4\ud589\uc758 \ubd88\ud655\uc2e4\uc131\uc744 \ud0a4\uc6b4\ub2e4. \ub370\uc774\ud130 \uc8fc\uad8c\u00b7\ud504\ub77c\uc774\ubc84\uc2dc \uaddc\uc81c, \uc804\ub825\u00b7\uc218\uc790\uc6d0 \uc81c\ud55c, \uc9c0\uc5ed\uc0ac\ud68c \ubc18\ubc1c \ub4f1\uc740 \ub370\uc774\ud130\uc13c\ud130 \uc2e0\uc124\uc758 \uc8fc\uc694 \ubcc0\uc218\ub2e4. \ub530\ub77c\uc11c \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \ubc1d\ud78c &#8216;\ub300\uaddc\ubaa8 \ud22c\uc790&#8217;\uc758 \uc131\ud328\ub294 \uae30\uc220\uc801 \uc694\uc778\ubfd0 \uc544\ub2c8\ub77c \uc815\ucc45\uc801\u00b7\uc0ac\ud68c\uc801 \ud569\uc758\uc5d0 \ub2ec\ub824 \uc788\ub2e4.<\/p>\n<h2>\ube44\uad50 \ubc0f \ub370\uc774\ud130<\/h2>\n<figure>\n<table>\n<thead>\n<tr>\n<th>\ud56d\ubaa9<\/th>\n<th>\uacf5\uac1c \uc5ec\ubd80<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucd1d \ud22c\uc790 \uaddc\ubaa8(\uae08\uc561)<\/td>\n<td>\ubbf8\uacf5\uac1c<\/td>\n<\/tr>\n<tr>\n<td>\ud22c\uc790 \uc2dc\uc810(\uae30\uac04)<\/td>\n<td>\ubbf8\uacf5\uac1c<\/td>\n<\/tr>\n<tr>\n<td>\uc8fc\uc694 \ud22c\uc790 \uc9c0\uc5ed<\/td>\n<td>\ubbf8\uacf5\uac1c<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\ud604\uc7ac \ubc1c\ud45c\uc5d0\uc11c \ud575\uc2ec \uc218\uce58(\uae08\uc561\u00b7\uc2dc\uc810\u00b7\uc9c0\uc5ed)\ub294 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\ub2e4. \ub530\ub77c\uc11c \uad6c\uccb4\uc801\uc778 \uc7ac\ubb34 \uc601\ud5a5\uc774\ub098 \uc9c0\uc5ed\ubcc4 \ud30c\uae09\ud6a8\uacfc\ub294 \ucd94\uac00 \ubc1c\ud45c\uac00 \uc788\uc5b4\uc57c \uc815\ud655\ud788 \ud3c9\uac00\ud560 \uc218 \uc788\ub2e4. \ube44\uad50 \uac00\ub2a5\ud55c \uacfc\uac70 \uc0ac\ub840\ub97c \ubd84\uc11d\ud558\uba74, \ub300\ud615 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\uc758 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\ub294 \ucd08\uae30 \ub300\uaddc\ubaa8 CAPEX(\uc790\ubcf8\uc801\uc9c0\ucd9c)\ub97c \uc218\ubc18\ud558\uc9c0\ub9cc \uc911\uc7a5\uae30 \ub9e4\ucd9c\u00b7\ub9c8\uc9c4 \uac1c\uc120\uc73c\ub85c \uc774\uc5b4\uc9c0\ub294 \uacbd\ud5a5\uc774 \uc788\ub2e4. \uadf8\ub7ec\ub098 \uac01\uc0ac\uc758 \uc790\ubcf8\uad6c\uc870\uc640 \uc2dc\uc7a5 \uc9c0\uc704\uc5d0 \ub530\ub77c \uacb0\uacfc\ub294 \ub2e4\ub974\uac8c \ub098\ud0c0\ub09c\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<p>\ubc1c\ud45c \uc9c1\ud6c4 \ud68c\uc0ac, \ubd84\uc11d\uac00, \uac1c\uc778\ud22c\uc790\uc790 \ub4f1 \ub2e4\uc591\ud55c \ubc18\uc751\uc774 \ub098\uc654\ub2e4. \uc544\ub798 \uc778\uc6a9\uc740 \uac01 \uc8fc\uccb4\uc758 \uc694\uc9c0\ub97c \uac04\ub7b5\ud788 \uc815\ub9ac\ud55c \uac83\uc774\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ud68c\uc0ac\ub294 \ud074\ub77c\uc6b0\ub4dc\uc640 AI \uc11c\ube44\uc2a4 \uacbd\uc7c1\ub825 \uac15\ud654\ub97c \uc704\ud55c \uc778\ud504\ub77c \ud22c\uc790\ub97c \ud655\ub300\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1d\ud614\ub2e4.&#8221;<\/p>\n<p><cite>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(\uacf5\uc2dd \ubc1c\ud45c \uc694\uc9c0)<\/cite><\/p><\/blockquote>\n<p>\uc774 \uc778\uc6a9\uc740 \ud68c\uc0ac\uc758 \uacf5\uc2dd \uc785\uc7a5\uc744 \uc694\uc57d\ud55c \uac83\uc774\ub2e4. \uae30\uc5c5 \uce21\uc740 \ud22c\uc790\uac00 \uc7a5\uae30\uc801\uc778 \uc11c\ube44\uc2a4 \ud488\uc9c8 \uac1c\uc120\uacfc \uace0\uac1d \ud655\ubcf4\ub97c \uc704\ud55c \uac83\uc774\ub77c\uace0 \uc124\uba85\ud588\uc73c\ub098, \uad6c\uccb4\uc801 \uae08\uc561\uacfc \uc77c\uc815\uc740 \uacf5\uac1c\ud558\uc9c0 \uc54a\uc558\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ub2e8\uae30\uc801\uc73c\ub85c\ub294 \ube44\uc6a9 \ubd80\ub2f4\uc774 \ubd88\uac00\ud53c\ud558\uc9c0\ub9cc \uc7a5\uae30\uc801\uc73c\ub860 \uacbd\uc7c1\ub825 \uc81c\uace0\ub85c \uc774\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.&#8221;<\/p>\n<p><cite>\uc99d\uad8c\uc0ac \uc560\ub110\ub9ac\uc2a4\ud2b8(\uc5b8\ub860 \uc778\ud130\ubdf0 \uc694\uc9c0)<\/cite><\/p><\/blockquote>\n<p>\uc99d\uad8c\uac00\uc758 \ucf54\uba58\ud2b8\ub294 \ud22c\uc790 \uc131\uaca9\uc744 \uc7a5\uae30\uc801 \uad00\uc810\uc5d0\uc11c \ud574\uc11d\ud55c \uac83\uc774\ub2e4. \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uc740 \ube44\uc6a9 \uc99d\uac00\uc640 \ucd94\ud6c4 \uc218\uc775 \uc804\ud658 \uc2dc\uc810 \uac04\uc758 \uac04\uadf9\uc744 \uc8fc\uc694 \ub9ac\uc2a4\ud06c\ub85c \uc9c0\uc801\ud588\ub2e4.<\/p>\n<blockquote>\n<p>&#8220;\ud22c\uc790 \uc18c\uc2dd \uc790\uccb4\ub294 \uae0d\uc815\uc801\uc774\uc9c0\ub9cc \uc989\uc2dc \uc8fc\uac00 \uc0c1\uc2b9\uc744 \uae30\ub300\ud558\uae34 \uc5b4\ub835\ub2e4&#8221;<\/p>\n<p><cite>\uc77c\ubd80 \uac1c\uc778 \ud22c\uc790\uc790(SNS \ubc18\uc751 \uc694\uc9c0)<\/cite><\/p><\/blockquote>\n<p>\uac1c\uc778 \ud22c\uc790\uc790\ub4e4\uc740 \ubc1c\ud45c \ub0b4\uc6a9\uc758 \ubd88\ud655\uc2e4\uc131 \ub54c\ubb38\uc5d0 \uc989\uac01\uc801\uc778 \uc8fc\uac00 \ubc18\ub4f1\uc73c\ub85c \uc5f0\uacb0\ub418\uae30 \uc5b4\ub835\ub2e4\ub294 \ubc18\uc751\uc744 \ubcf4\uc600\ub2e4. \uc774\ub294 \uc2dc\uc7a5\uc774 \uad6c\uccb4\uc801 \uc2e4\ud589\uacc4\ud68d\uc744 \uc694\uad6c\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc900\ub2e4.<\/p>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>AI \uc778\ud504\ub77c\ub780 \ub300\uaddc\ubaa8 \ubaa8\ub378 \ud559\uc2b5\uacfc \ucd94\ub860\uc744 \uc704\ud574 \ud544\uc694\ud55c \ub370\uc774\ud130\uc13c\ud130, \uace0\uc131\ub2a5 \uc11c\ubc84(GPU \ud3ec\ud568), \ub124\ud2b8\uc6cc\ud06c, \ub0c9\uac01\u00b7\uc804\ub825 \uc124\ube44, \uadf8\ub9ac\uace0 \uc6b4\uc601\u00b7\uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \ud3ec\ud568\ud558\ub294 \uac1c\ub150\uc774\ub2e4. \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\ub294 \uc790\uccb4 \uc778\ud504\ub77c\uc640 \ud30c\ud2b8\ub108 \uc0dd\ud0dc\uacc4\ub97c \uacb0\ud569\ud574 AI \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud55c\ub2e4. \ud22c\uc790 \ud6a8\uacfc\ub294 CAPEX \uaddc\ubaa8, \uc6b4\uc601\ube44(OPEX), \uc11c\ube44\uc2a4 \ud655\uc7a5\uc131, \uaddc\uc81c\ud658\uacbd \ub4f1 \ub2e4\uc591\ud55c \uc694\uc18c\uc758 \uacb0\ud569\uc73c\ub85c \ud310\ub2e8\ub41c\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>\ud22c\uc790 \ucd1d\uc561\uacfc \uad6c\uccb4\uc801 \ubd84\ubc30: \ud68c\uc0ac\ub294 \uae08\uc561\uc744 \uacf5\uac1c\ud558\uc9c0 \uc54a\uc544 \uaddc\ubaa8\uc640 \ube44\uc6a9 \uad6c\uc870\ub294 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>\ud22c\uc790 \uc2dc\uc810\uacfc \ub2e8\uacc4\ubcc4 \uc77c\uc815: \ub2e8\uae30\u00b7\uc911\uc7a5\uae30 \uc911 \uc5b4\ub290 \uae30\uac04\uc5d0 \uac78\uccd0 \uc9d1\ud589\ub420\uc9c0 \ubd88\uba85\ud655\ud558\ub2e4.<\/li>\n<li>\uc9c0\uc5ed\ubcc4 \ud22c\uc790 \ub300\uc0c1(\ubbf8\uad6d\u00b7\uc720\ub7fd\u00b7\uc544\uc2dc\uc544 \ub4f1): \uad6c\uccb4\uc801 \uc704\uce58\uc640 \ub370\uc774\ud130\uc13c\ud130 \uc2e0\uc124 \uacc4\ud68d\uc740 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c \ud22c\uc790 \ubc1c\ud45c\ub294 \ud68c\uc0ac\uc758 \uc7a5\uae30 \uc804\ub7b5\uc744 \ud655\uc778\uc2dc\ucf1c \uc8fc\ub294 \uc758\ubbf8\uac00 \ud06c\ub2e4. \ub2e4\ub9cc \ud575\uc2ec \uc218\uce58\uc640 \uc77c\uc815\uc774 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc544 \uc2dc\uc7a5\uc740 \ubc1c\ud45c\ub97c \uae0d\uc815\uc801 \uc2e0\ud638\ub85c \ubc1b\uc544\ub4e4\uc774\ub418 \uc989\uac01\uc801 \uac00\uaca9 \uc7ac\ud3c9\uac00\ub85c \uc5f0\uacb0\uc2dc\ud0a4\uc9c4 \uc54a\uc558\ub2e4. \ud22c\uc790 \uc131\uacfc\ub294 \ud5a5\ud6c4 \uacf5\uac1c\ub420 \uc138\ubd80 \uc2e4\ud589\uacc4\ud68d, \uae00\ub85c\ubc8c \uacf5\uae09\ub9dd \uc0c1\ud669, \uaddc\uc81c\u00b7\uc9c0\uc5ed \uc5ec\uac74\uc5d0 \uc88c\uc6b0\ub420 \uac00\ub2a5\uc131\uc774 \ub192\ub2e4.<\/p>\n<p>\ud22c\uc790\uc790\uc640 \uc5c5\uacc4 \uad00\uacc4\uc790\ub294 \ud5a5\ud6c4 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \ucd94\uac00 \uacf5\uc2dc\ub97c \uc8fc\ubaa9\ud574\uc57c \ud55c\ub2e4. \ud2b9\ud788 \ud22c\uc790 \uaddc\ubaa8\u00b7\uc9c0\uc5ed\u00b7\ud0c0\uc784\ub77c\uc778\uc774 \ud655\uc778\ub418\uba74 \uad00\ub828 \uc7a5\ube44 \uacf5\uae09\uc0ac\uc640 \uc5d0\ub108\uc9c0\u00b7\ubd80\uc9c0 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 \uc218\ud61c \ubc0f \ub9ac\uc2a4\ud06c\uac00 \ubcf4\ub2e4 \ubd84\uba85\ud574\uc9c8 \uac83\uc774\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/marketin.edaily.co.kr\/News\/ReadE?newsId=01459606645412184\" target=\"_blank\" rel=\"noopener\">\ub9c8\ucf13\uc778(\uc774\ub370\uc77c\ub9ac) \u2013 \uc5b8\ub860(\uae30\uc0ac)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \ucd5c\uadfc \ub300\uaddc\ubaa8 AI(\uc778\uacf5\uc9c0\ub2a5) \uc778\ud504\ub77c \ud22c\uc790 \uacc4\ud68d\uc744 \uacf5\uac1c\ud588\ub2e4. \ud68c\uc0ac\ub294 \uc774\ubc88 \ud22c\uc790\uac00 \ud074\ub77c\uc6b0\ub4dc\uc640 AI \uc11c\ube44\uc2a4 \uacbd\uc7c1\ub825 \uac15\ud654\ub97c \uc704\ud55c \uc870\uce58\ub77c\uace0 \uc124\uba85\ud588\ub2e4. \ubc1c\ud45c \uc9c1\ud6c4 \uc8fc\uac00\ub294 \uc57d\ubcf4\ud569\uc138\ub97c \ubcf4\uc774\uba70 \ud070 \ud3ed\uc758 \uc0c1\uc2b9\uc73c\ub85c\ub294 \uc774\uc5b4\uc9c0\uc9c0 \uc54a\uc558\ub2e4. \uc2dc\uc7a5\uc740 \ud22c\uc790 \uaddc\ubaa8\u00b7\uc2dc\ud589 \uc2dc\uc810 \ub4f1 \uc138\ubd80 \ub0b4\uc6a9\uc758 \uacf5\uac1c\ub97c \uae30\ub2e4\ub9ac\uace0 \uc788\ub2e4. \ud575\uc2ec \uc0ac\uc2e4 \uc8fc\uc694 \ubc1c\ud45c \uc8fc\uccb4: \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8(\uacf5\uc2dd \ubc1c\ud45c). \ud68c\uc0ac\ub294 AI \uc778\ud504\ub77c \uad00\ub828 \ud22c\uc790\ub97c \ud655\ub300\ud558\uaca0\ub2e4\uace0 \ubc1d\ud614\ub2e4. &#8230; <a title=\"\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c \ud22c\uc790 \uacc4\ud68d \ubc1c\ud45c\u2026\uc8fc\uac00 \uc57d\ubcf4\ud569 &#8211; \ub9c8\ucf13\uc778\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/microsoft-ai-infra-stock-flat\/\" aria-label=\"\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c \ud22c\uc790 \uacc4\ud68d \ubc1c\ud45c\u2026\uc8fc\uac00 \uc57d\ubcf4\ud569 &#8211; \ub9c8\ucf13\uc778\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":11044,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8, \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c \ud22c\uc790 \ubc1c\ud45c\u2026\uc8fc\uac00 \uc57d\ubcf4\ud569 | \ub9c8\ucf13\uc778","rank_math_description":"\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uac00 \ub300\uaddc\ubaa8 AI \uc778\ud504\ub77c \ud22c\uc790 \uacc4\ud68d\uc744 \ubc1c\ud45c\ud588\uc73c\ub098 \uc8fc\uac00\ub294 \uc57d\ubcf4\ud569\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. \ud22c\uc790 \uaddc\ubaa8\u00b7\uc2dc\uc810 \ub4f1 \ud575\uc2ec \ubcc0\uc218\ub294 \uc544\uc9c1 \uacf5\uac1c\ub418\uc9c0 \uc54a\uc544 \ucd94\uac00 \uacf5\uc2dc\uac00 \uad00\uac74\uc785\ub2c8\ub2e4.","rank_math_focus_keyword":"\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8,AI\uc778\ud504\ub77c,\ud22c\uc790,\uc8fc\uac00,\ud074\ub77c\uc6b0\ub4dc","footnotes":""},"categories":[2],"tags":[],"class_list":["post-11045","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-top-stories"],"_links":{"self":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/11045","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/comments?post=11045"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/11045\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/11044"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=11045"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=11045"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=11045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}