{"id":8129,"date":"2026-02-07T14:07:52","date_gmt":"2026-02-07T05:07:52","guid":{"rendered":"https:\/\/readtrends.com\/ko\/jensen-huang-nvidia-stock-8pct\/"},"modified":"2026-02-07T14:07:52","modified_gmt":"2026-02-07T05:07:52","slug":"jensen-huang-nvidia-stock-8pct","status":"publish","type":"post","link":"https:\/\/readtrends.com\/ko\/jensen-huang-nvidia-stock-8pct\/","title":{"rendered":"\u201c\uc9d0 \uc548\uc2f8\uace0 \ubc84\ud17c\ub294\ub370\u201d\u2026\uc820\uc2a8 \ud669 \ud55c\ub9c8\ub514\uc5d0 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00 8% \uae09\ub4f1"},"content":{"rendered":"<article>\n<h2>\ud575\uc2ec \uc694\uc57d<\/h2>\n<p>\uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uacbd\uc601\uc790(CEO) \uc820\uc2a8 \ud669\uc774 2\uc6d4 6\uc77c(\ud604\uc9c0\uc2dc\uac04) CNBC \uc778\ud130\ubdf0\uc5d0\uc11c AI \uc778\ud504\ub77c\ub97c \uc704\ud55c \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790\uac00 \uc815\ub2f9\ud558\uba70 \uc7a5\uae30\uc801\uc73c\ub85c \uc9c0\uc18d\ub420 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774 \ubc1c\uc5b8 \uc9c1\ud6c4 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ud558\ub8e8 \ub9cc\uc5d0 \uc57d 8% \uc62c\ub790\ub2e4. \uba54\ud0c0\u00b7\uc544\ub9c8\uc874\u00b7\uad6c\uae00(\uc54c\ud30c\ubcb3)\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ub4f1 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub4e4\uc774 \ub300\uaddc\ubaa8 AI \uc124\ube44\ud22c\uc790\ub97c \uc608\uace0\ud55c \uac00\uc6b4\ub370, \uc62c\ud574 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \uc124\ube44\ud22c\uc790 \uaddc\ubaa8\ub294 \uc57d 6,600\uc5b5\ub2ec\ub7ec\ub85c \ucd94\uc0b0\ub41c\ub2e4. \uc2dc\uc7a5\uc740 \uc77c\ubd80 \uae30\uc5c5\uc758 \ud22c\uc790 \ubd80\ub2f4 \uc6b0\ub824\ub85c \uc5c7\uac08\ub9b0 \ubc18\uc751\uc744 \ubcf4\uc600\ub2e4.<\/p>\n<h2>\ud575\uc2ec \uc0ac\uc2e4<\/h2>\n<ul>\n<li>\uc820\uc2a8 \ud669\uc740 2\uc6d4 6\uc77c CNBC \u2018\ud560\ud504\ud0c0\uc784 \ub9ac\ud3ec\ud2b8\u2019\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790\uac00 \uc801\uc808\ud558\uace0 \uc9c0\uc18d \uac00\ub2a5\ud558\ub2e4\uace0 \ubc1c\uc5b8\ud588\ub2e4.<\/li>\n<li>\uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ud574\ub2f9 \ubc1c\uc5b8 \uc774\ud6c4 \ud558\ub8e8 \ub9cc\uc5d0 \uc57d 8% \uc0c1\uc2b9\ud588\ub2e4.<\/li>\n<li>\uba54\ud0c0\u00b7\uc544\ub9c8\uc874\u00b7\uad6c\uae00\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ub4f1 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub4e4\uc774 \ucd5c\uadfc 2\uc8fc\uac04 \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790\ub97c \ud655\ub300\ud558\uaca0\ub2e4\uace0 \uacf5\ud45c\ud588\ub2e4.<\/li>\n<li>\uc774\ub4e4 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc62c\ud574 \uc124\ube44\ud22c\uc790 \ucd1d\uc561\uc740 \uc57d 6,600\uc5b5\ub2ec\ub7ec\ub85c \ucd94\uc0b0\ub418\uba70, \uc0c1\ub2f9\uc561\uc774 \uc5d4\ube44\ub514\uc544 \uce69 \uad6c\ub9e4\ub85c \uc774\uc5b4\uc9c8 \uc804\ub9dd\uc774\ub2e4.<\/li>\n<li>\uc5d4\ube44\ub514\uc544\ub294 \uc791\ub144\uc5d0 \uc564\uc2a4\ub85c\ud53d\uc5d0 100\uc5b5\ub2ec\ub7ec\ub97c \ud22c\uc790\ud55c \ubc14 \uc788\uc73c\uba70, \uc624\ud508AI\uc758 \ub2e4\uc74c \uc790\uae08\uc870\ub2ec \ub77c\uc6b4\ub4dc\uc5d0\ub3c4 \ub300\uaddc\ubaa8 \ucc38\uc5ec \uacc4\ud68d\uc744 \uc5b8\uae09\ud55c \uc801\uc774 \uc788\ub2e4.<\/li>\n<li>\uc820\uc2a8 \ud669\uc740 A100 \uce69(\ucd9c\uc2dc 6\ub144)\uc774 \uc5ec\uc804\ud788 \uac00\ub3d9 \uc911\uc774\ub77c\ub294 \uc810\uc744 \ub4e4\uc5b4 AI \uc5f0\uc0b0 \uc218\uc694\uc758 \uad6c\uc870\uc801 \uc9c0\uc18d\uc131\uc744 \uac15\uc870\ud588\ub2e4.<\/li>\n<li>\uc6d4\uac00 \ubc18\uc751\uc740 \uc5c7\uac08\ub824 \uba54\ud0c0\u00b7\uc54c\ud30c\ubcb3 \uc8fc\uac00\ub294 \uc0c1\uc2b9\ud588\uc73c\ub098 \uc544\ub9c8\uc874\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \uc8fc\uac00\ub294 \ud22c\uc790 \ubd80\ub2f4 \uc6b0\ub824\ub85c \ud558\ub77d\ud588\ub2e4.<\/li>\n<\/ul>\n<h2>\uc0ac\uac74 \ubc30\uacbd<\/h2>\n<p>\uc9c0\ub09c \uc218\ub144\uac04 \uc0dd\uc131\ud615 AI\uc640 \ub300\uaddc\ubaa8 \ubaa8\ub378\uc740 \uace0\uc131\ub2a5 GPU \uc218\uc694\ub97c \uae09\uc99d\uc2dc\ucf30\ub2e4. \ub370\uc774\ud130\uc13c\ud130\uc640 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\ub4e4\uc740 \ucc98\ub9ac\ub7c9 \ud655\ub300\ub97c \uc704\ud574 GPU \uae30\ubc18 \uc778\ud504\ub77c\ub97c \ub300\uac70 \ub3c4\uc785\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ubc18\ub3c4\uccb4 \uacf5\uae09\ub9dd\uacfc \uad00\ub828 \uc7a5\ube44 \ud22c\uc790\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\ub2e4. \uc8fc\uc694 \ud50c\ub7ab\ud3fc \uc0ac\uc5c5\uc790\ub4e4\uc740 \ucd94\ucc9c \uc2dc\uc2a4\ud15c, \uac80\uc0c9, \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc758 \uace0\ub3c4\ud654\ub97c \uc704\ud574 AI \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc5b4 \uc5f0\uc1c4\uc801\uc778 \uc124\ube44\ud22c\uc790\uac00 \ubc1c\uc0dd\ud558\ub294 \uad6c\uc870\ub2e4. \uc774\ub7ec\ud55c \ub9e5\ub77d\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\ub294 \ud575\uc2ec \uce69 \uacf5\uae09\uc790\ub85c\uc11c \uc218\ud61c\uac00 \uc608\uc0c1\ub418\uace0, \uc5d4\ube44\ub514\uc544\uc758 \uc7ac\ubb34\u00b7\uc804\ub7b5 \ud589\ubcf4\ub294 \uc2dc\uc7a5 \uad00\uc2ec\uc758 \uc911\uc2ec\uc774 \ub418\uace0 \uc788\ub2e4.<\/p>\n<p>\uc5ed\uc0ac\uc801\uc73c\ub85c\ub3c4 \uae30\uc220 \uc804\ud658\uae30\uc5d0\ub294 \uc778\ud504\ub77c \ud22c\uc790 \ud655\ub300\uc640 \ub2e8\uae30\uc801 \uc774\uc775\ub960 \ubcc0\ub3d9\uc774 \ub3d9\ubc18\ub410\ub2e4. \ub2e4\ub9cc \uc774\ubc88\uc5d0\ub294 \ud22c\uc790 \uaddc\ubaa8\uc640 \uc18d\ub3c4 \uba74\uc5d0\uc11c \uacfc\uac70 \uc0ac\ub840\uc640 \ube44\uad50\ud560 \uc218 \uc5c6\uc744 \uc815\ub3c4\ub85c \ud06c\ub2e4\ub294 \uc810\uc774 \ud2b9\uc9d5\uc774\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \uc790\uccb4 \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5\uacfc \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc758 \uace0\ub3c4\ud654\ub97c \ubcd1\ud589\ud558\uba74\uc11c \ubc18\ub3c4\uccb4\u00b7\uc2dc\uc2a4\ud15c\u00b7\uc804\ub825\u00b7\ub0c9\uac01 \ub4f1 \uc5f0\uad00 \uc0b0\uc5c5 \uc804\ubc18\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\uace0 \uc788\ub2e4. \uae30\uc5c5\ubcc4\ub85c\ub294 \ud22c\uc790 \uc5ec\ub825\uacfc \ud604\uae08\ud750\ub984 \uc804\ub9dd\uc774 \uc0c1\uc774\ud574 \uac19\uc740 \ub274\uc2a4\uc5d0\ub3c4 \uc8fc\uac00 \ubc18\uc751\uc774 \ub2ec\ub77c\uc9c8 \uc218\ubc16\uc5d0 \uc5c6\ub2e4.<\/p>\n<h2>\uc8fc\uc694 \uc0ac\uac74<\/h2>\n<p>\uc820\uc2a8 \ud669\uc740 CNBC \uc778\ud130\ubdf0\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790\uac00 \u2018\uc7a5\uae30\uc801\u2019\uc774\uba70 \uae30\uc5c5\ub4e4\uc758 \ud604\uae08\ud750\ub984\uc774 \ud5a5\ud6c4 \ubcf8\uaca9\uc801\uc73c\ub85c \uac1c\uc120\ub420 \uac83\uc774\ub77c\uace0 \uc8fc\uc7a5\ud588\ub2e4. \uadf8\ub294 AI\ub97c \ud1b5\ud574 \uace0\uc131\ub2a5 \uc5f0\uc0b0\uc774 \uc218\uc775 \ud655\ub300\uc5d0 \uc9c1\uc811 \uc5f0\uacb0\ub418\ub9ac\ub77c\ub294 \uc810\uc744 \uadfc\uac70\ub85c \ub4e4\uc5c8\ub2e4. \uc774 \uac19\uc740 \ubc1c\uc5b8\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \ud22c\uc790 \ud655\ub300 \ubc1c\ud45c\uc640 \ub9de\ubb3c\ub9ac\uba70 \ud22c\uc790\uc790 \uc2ec\ub9ac\uc5d0 \uc989\uac01\uc801\uc778 \uc601\ud5a5\uc744 \uc92c\ub2e4.<\/p>\n<p>\uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ubc1c\uc5b8 \ub2f9\uc77c \uc57d 8% \uae09\ub4f1\ud588\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc5d4\ube44\ub514\uc544\uac00 \ud074\ub77c\uc6b0\ub4dc \uc5c5\uccb4\ub4e4\uacfc\uc758 \uc218\uc694 \ud655\ub300, \uadf8\ub9ac\uace0 \ud30c\ud2b8\ub108\uc2ed\u00b7\uc9c0\ubd84\ud22c\uc790(\uc608: \uc564\uc2a4\ub85c\ud53d 100\uc5b5\ub2ec\ub7ec \ud22c\uc790)\ub97c \ud1b5\ud574 \uc7a5\uae30\uc801 \uc218\uc775 \uae30\ubc18\uc744 \uacf5\uace0\ud788 \ud560 \uac83\uc774\ub77c\ub294 \uae30\ub300\ub97c \ubc18\uc601\ud588\ub2e4. \ubc18\uba74 \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790\uc758 \ube44\uc6a9 \ubd80\ub2f4\uc744 \uc6b0\ub824\ud558\ub294 \uc2dc\uac01\uc740 \uc77c\ubd80 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc8fc\uac00\uc758 \uc57d\uc138\ub85c \ub098\ud0c0\ub0ac\ub2e4.<\/p>\n<p>\uc820\uc2a8 \ud669\uc740 \uba54\ud0c0\uc758 \ucd94\ucc9c \uc2dc\uc2a4\ud15c \uc804\ud658, AWS\uc758 \uc5d4\ube44\ub514\uc544 \uce69 \ud65c\uc6a9 \ud655\ub300, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uacbd\uc7c1\ub825 \uac15\ud654\ub97c \ud2b9\uc815 \uc0ac\ub840\ub85c \uc5b8\uae09\ud574 \uc218\uc694\uc758 \uad6c\uccb4\uc801 \ud65c\uc6a9\ucc98\ub97c \uc81c\uc2dc\ud588\ub2e4. \ub610\ud55c \u201c\ucef4\ud4e8\ud305 \uc790\uc6d0\uc774 \ub450 \ubc30\uac00 \ub418\uba74 \ub9e4\ucd9c\uc774 \ub124 \ubc30\uac00 \ub420 \uc218 \uc788\ub2e4\u201d\ub294 \ube44\uc720\ub97c \ud1b5\ud574 \ud22c\uc790\uc758 \ud6a8\uc728\uc131\uc744 \uac15\uc870\ud588\ub2e4. \uadf8\ub294 \ud604\uc7ac \uc2dc\uc7a5\uc5d0 \uc720\ud1b5\ub41c GPU\ub4e4\uc774 \ubaa8\ub450 \uc784\ub300 \ud615\ud0dc\ub85c \uc9c0\uc18d \ud65c\uc6a9\ub418\uace0 \uc788\ub2e4\uace0 \uc124\uba85\ud558\uba70 \uc218\uc694\uc758 \uad6c\uc870\uc801 \uc9c0\uc18d\uc131\uc744 \uc7ac\ud655\uc778\ud588\ub2e4.<\/p>\n<h2>\ubd84\uc11d \ubc0f \uc758\ubbf8<\/h2>\n<p>\uccab\uc9f8, \uc5d4\ube44\ub514\uc544\uc758 \uc2dc\uac00\ucd1d\uc561\uacfc \ubc38\ub958\uc5d0\uc774\uc158\uc740 AI \uc778\ud504\ub77c \uc218\uc694\uc5d0 \ud06c\uac8c \uc758\uc874\ud55c\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ub300\uaddc\ubaa8 \uc7a5\ube44 \uc8fc\ubb38\uc740 \ub2e8\uae30 \ub9e4\ucd9c\ubfd0 \uc544\ub2c8\ub77c \uc911\uc7a5\uae30 \uacf5\uae09\uacc4\uc57d\uacfc \uc0dd\ud0dc\uacc4 \uc6b0\uc704 \uac15\ud654\ub85c \uc5f0\uacb0\ub41c\ub2e4. \ub530\ub77c\uc11c \uc5d4\ube44\ub514\uc544\uc758 \uae30\uc220 \uc6b0\uc704\uc640 \uacf5\uae09\ub9dd \ub300\uc751 \ub2a5\ub825\uc774 \ud5a5\ud6c4 \uc2e4\uc801\uacfc \uc9c1\uacb0\ub41c\ub2e4.<\/p>\n<p>\ub458\uc9f8, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \ucd1d\uc124\ube44\ud22c\uc790(\uc57d 6,600\uc5b5\ub2ec\ub7ec)\ub294 \ubc18\ub3c4\uccb4\ubfd0 \uc544\ub2c8\ub77c \ub370\uc774\ud130\uc13c\ud130 \uac74\uc124, \uc804\ub825\u00b7\ub0c9\uac01 \uc778\ud504\ub77c, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ub3c4\uc785\uc744 \ud3ec\ud568\ud55c \uad11\ubc94\uc704\ud55c \uc790\ubcf8\ud22c\uc785\uc744 \uc758\ubbf8\ud55c\ub2e4. \uae30\uc5c5\ubcc4\ub85c \ud22c\uc790 \uac15\ub3c4\uc640 \uc790\uae08\uc870\ub2ec \ubc29\uc2dd\uc774 \ub2ec\ub77c \ud5a5\ud6c4 \uc2e4\uc801 \ubcc0\ub3d9\uc131\uc740 \ubd88\uac00\ud53c\ud558\ub2e4. \ud22c\uc790 \ud655\ub300\uac00 \uc7a5\uae30\uc801 \uc218\uc775\uc131\uc744 \ub2f4\ubcf4\ud558\uc9c0\ub294 \uc54a\uae30 \ub54c\ubb38\uc5d0 \ud22c\uc790\uc790\ub4e4\uc740 CAPEX \ub300\ube44 \ud604\uae08\ud750\ub984 \uac1c\uc120 \uc2dc\uc810\uc744 \uc8fc\uc2dc\ud558\uace0 \uc788\ub2e4.<\/p>\n<p>\uc14b\uc9f8, \uae30\uc220 \ud655\uc0b0\uacfc \uacbd\uc7c1 \uc2ec\ud654\ub294 \uc5d4\ube44\ub514\uc544\uc758 \uc758\uc874\ub3c4\ub97c \uc644\uc804\ud788 \uc81c\uac70\ud558\uc9c0\ub294 \ubabb\ud558\ub354\ub77c\ub3c4 \ud558\ub4dc\uc6e8\uc5b4 \uc544\ud0a4\ud14d\ucc98 \uacbd\uc7c1\uc744 \ucd09\uc9c4\ud560 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4. \ub300\uccb4 \uc544\ud0a4\ud14d\ucc98 \uac1c\ubc1c, \ub0b4\ubd80 \uc124\uacc4 \uc804\ud658, \ub610\ub294 \uce69 \uacf5\uae09 \ub2e4\ubcc0\ud654 \uc2dc\ub3c4\uac00 \uc774\uc5b4\uc9c8 \uacbd\uc6b0 \uc218\uc694 \ud328\ud134\uc774 \ubc14\ub014 \uc218 \uc788\ub2e4. \uadf8\ub7ec\ub098 \ud604\uc7ac\ub85c\uc120 \uc5d4\ube44\ub514\uc544\uc758 \uc0dd\ud0dc\uacc4\u00b7\uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\u00b7\ud30c\ud2b8\ub108\uc2ed \uc6b0\uc704\uac00 \ub2e8\uae30\uac04\uc5d0 \uc27d\uac8c \ub300\uccb4\ub418\uae30 \uc5b4\ub824\uc6b4 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud55c\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>\ucd94\uc815\/\uc218\uce58<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \uc5f0\uac04 \uc124\ube44\ud22c\uc790(\ud569\uacc4)<\/td>\n<td>\uc57d 6,600\uc5b5\ub2ec\ub7ec(\uc62c\ud574 \ucd94\uc0b0)<\/td>\n<\/tr>\n<tr>\n<td>\uc5d4\ube44\ub514\uc544 \uc8fc\uac00 \ubcc0\ub3d9<\/td>\n<td>\uc778\ud130\ubdf0 \ub2e4\uc74c\ub0a0 \uc57d +8%<\/td>\n<\/tr>\n<tr>\n<td>\uc564\uc2a4\ub85c\ud53d\uc5d0 \ub300\ud55c \uc5d4\ube44\ub514\uc544 \ud22c\uc790<\/td>\n<td>100\uc5b5\ub2ec\ub7ec(\uc791\ub144)<\/td>\n<\/tr>\n<tr>\n<td>A100 \uce69 \ucd9c\uc2dc \uc774\ud6c4 \uacbd\uacfc<\/td>\n<td>\uc57d 6\ub144, \uc5ec\uc804\ud788 \uac00\ub3d9 \uc911<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/figure>\n<p>\uc704 \ud45c\ub294 \ubcf4\ub3c4 \ub0b4\uc6a9\uc744 \ubc14\ud0d5\uc73c\ub85c \ud575\uc2ec \uc218\uce58\ub97c \uc815\ub9ac\ud55c \uac83\uc774\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc124\ube44\ud22c\uc790 \ud569\uacc4\ub294 \ubcf4\ub3c4\u00b7\ubd84\uc11d\uac00 \ucd94\uc815\uce58\uc758 \ud569\uc0b0\uc5d0 \ub530\ub978 \uac12\uc774\uba70, \uc5c5\uccb4\ubcc4 \ubc30\ubd84\uacfc \uc2dc\uc810\uc740 \uacf5\uac1c \uc790\ub8cc\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c8 \uc218 \uc788\ub2e4. A100 \uce69\uc758 \uc9c0\uc18d \uac00\ub3d9\uc740 \uae30\uc874 \uc7a5\ube44\uc758 \uc7a5\uae30 \ud65c\uc6a9\uc774 \ubcd1\ud589\ub418\uace0 \uc788\uc74c\uc744 \uc2dc\uc0ac\ud55c\ub2e4.<\/p>\n<h2>\ubc18\uc751 \ubc0f \uc778\uc6a9<\/h2>\n<blockquote>\n<p>\u201cAI \uc778\ud504\ub77c\ub97c \uc704\ud55c \uc124\ube44\ud22c\uc790\ub294 \uc801\uc808\ud558\uba70 \uc7a5\uae30\uc801\uc73c\ub85c \uc9c0\uc18d\ub420 \uc218 \uc788\ub2e4.\u201d<\/p>\n<p><cite>\uc820\uc2a8 \ud669 \/ \uc5d4\ube44\ub514\uc544 CEO (CNBC \uc778\ud130\ubdf0)<\/cite><\/p><\/blockquote>\n<p>\uc774 \ubc1c\uc5b8\uc740 \uc5d4\ube44\ub514\uc544\uc758 \uc7a5\uae30 \uc218\uc775 \ubaa8\ub378\uc5d0 \ub300\ud55c \uc790\uc2e0\uac10 \ud45c\uba85\uc73c\ub85c \ud574\uc11d\ub410\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc774 \uac19\uc740 CEO\uc758 \ud655\uc5b8\uc744 \uc2e0\ub8b0 \uc2e0\ud638\ub85c \ubc1b\uc544\ub4e4\uc600\uace0, \ub2e8\uae30\uc801\uc73c\ub85c \uc8fc\uac00 \uc0c1\uc2b9\uc73c\ub85c \uc5f0\uacb0\ub410\ub2e4.<\/p>\n<blockquote>\n<p>\u201c\ucef4\ud4e8\ud305 \uc790\uc6d0\uc774 \ub450 \ubc30\ub85c \ub298\uc5b4\ub098\uba74 \ub9e4\ucd9c\uc740 \ub124 \ubc30\ub85c \uc99d\uac00\ud560 \uc218 \uc788\ub2e4.\u201d<\/p>\n<p><cite>\uc820\uc2a8 \ud669 \/ \uc5d4\ube44\ub514\uc544 CEO (CNBC \uc778\ud130\ubdf0)<\/cite><\/p><\/blockquote>\n<p>\ud669 CEO\uac00 \uc81c\uc2dc\ud55c \uc218\uc775\uc131 \uac00\uc815\uc740 \ud22c\uc790 \ud6a8\uc728\uc131\uc5d0 \ub300\ud55c \uc815\uc131\uc801 \uc124\uba85\uc73c\ub85c \ubc1b\uc544\ub4e4\uc5ec\uc84c\uc73c\ub098, \uc2e4\uc81c \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\ubcc4 \uc218\uc775 \ubbfc\uac10\ub3c4\ub294 \uc5c5\uccb4\ubcc4\ub85c \ucc28\uc774\uac00 \ud074 \uc218 \uc788\ub2e4. \ud22c\uc790\uc790\ub4e4\uc740 \uc774\ub7ec\ud55c \uac00\uc815\uc744 \uc2e4\uc801 \ub370\uc774\ud130\ub85c \uac80\uc99d\ud558\ub824 \ud560 \uac83\uc774\ub2e4.<\/p>\n<aside>\n<details>\n<summary>\uc6a9\uc5b4\/\ubc29\ubc95\ub860<\/summary>\n<p>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub294 \uba54\ud0c0, \uc544\ub9c8\uc874, \uad6c\uae00(\uc54c\ud30c\ubcb3), \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ub4f1 \ub300\uaddc\ubaa8 \ud074\ub77c\uc6b0\ub4dc\u00b7\ud50c\ub7ab\ud3fc \uc0ac\uc5c5\uc790\ub97c \uc77c\uceeb\ub294\ub2e4. \uc124\ube44\ud22c\uc790(CAPEX)\ub294 \ub370\uc774\ud130\uc13c\ud130, \uc11c\ubc84\u00b7GPU \uad6c\ub9e4, \uc804\ub825 \ubc0f \ub0c9\uac01 \uc124\ube44 \ub4f1 \uc7a5\uae30 \uc790\ubcf8\ud22c\uc785\uc744 \ud3ec\ud568\ud55c\ub2e4. A100\uc740 \uc5d4\ube44\ub514\uc544\uc758 \ub370\uc774\ud130\uc13c\ud130\uc6a9 GPU \uc81c\ud488\uad70 \uc911 \ud558\ub098\ub85c 2020\ub144\ub300 \ucd08\ubc18\uc5d0 \ucd9c\uc2dc\ub410\uc73c\uba70 \ub300\ud615 \ubaa8\ub378 \ud559\uc2b5\uacfc \ucd94\ub860\uc5d0 \ub110\ub9ac \uc4f0\uc778\ub2e4.<\/p>\n<\/details>\n<\/aside>\n<h2>\ubd88\ud655\uc2e4\ud55c \ubd80\ubd84<\/h2>\n<ul>\n<li>\uc5d4\ube44\ub514\uc544\uc758 \uc624\ud508AI \ud5a5\ud6c4 \uc790\uae08\uc870\ub2ec \ucc38\uc5ec \uaddc\ubaa8\uc640 \uc2dc\uc810\uc740 \uacf5\uac1c \uc790\ub8cc\ub85c \uc644\uc804\ud788 \ud655\uc778\ub418\uc9c0 \uc54a\uc558\ub2e4.<\/li>\n<li>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \ubc1c\ud45c\ud55c \uc124\ube44\ud22c\uc790 \ucd1d\uc561(\uc57d 6,600\uc5b5\ub2ec\ub7ec)\uc758 \uc5c5\uccb4\ubcc4 \ubc30\ubd84\uacfc \uc9d1\ud589 \uc2dc\uae30\ub294 \ucd94\uc815\uce58\ub85c \ubcc0\ub3d9 \uac00\ub2a5\uc131\uc774 \uc788\ub2e4.<\/li>\n<li>\uc820\uc2a8 \ud669\uc774 \uc81c\uc2dc\ud55c \u2018\ucef4\ud4e8\ud305 \ub450 \ubc30 \u2192 \ub9e4\ucd9c \ub124 \ubc30\u2019 \uac00\uc815\uc740 \uae30\uc5c5\u00b7\uc11c\ube44\uc2a4\ubcc4\ub85c \ub2e4\ub978 \ubbfc\uac10\ub3c4\ub97c \ubcf4\uc77c \uc218 \uc788\uc5b4 \uc77c\ubc18\ud654\ud558\uae30 \uc5b4\ub835\ub2e4.<\/li>\n<\/ul>\n<h2>\ucd1d\ud3c9<\/h2>\n<p>\uc820\uc2a8 \ud669\uc758 \ubc1c\uc5b8\uc740 \uc5d4\ube44\ub514\uc544\uac00 AI \uc778\ud504\ub77c \uc218\uc694 \ud655\ub300\uc758 \ucd5c\ub300 \uc218\ud61c\uc790\ub77c\ub294 \uc2dc\uc7a5\uc758 \uae30\ub300\ub97c \uc7ac\ud655\uc778\uc2dc\ucf30\ub2e4. \ub2e8\uae30\uc801\uc73c\ub85c\ub294 CEO\uc758 \uc790\uc2e0\uac10 \ud45c\uba85\uc774 \uc8fc\uac00 \uc0c1\uc2b9\uc744 \ucd09\ubc1c\ud588\uc9c0\ub9cc, \uc7a5\uae30 \uc131\uacfc\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \ud22c\uc790 \uc9d1\ud589, \uc218\uc775 \uc804\ud658 \uc2dc\uc810, \uacbd\uc7c1\uad6c\ub3c4 \ubcc0\ud654\uc5d0 \uc88c\uc6b0\ub420 \uac83\uc774\ub2e4.<\/p>\n<p>\ud22c\uc790\uc790\uc640 \uc815\ucc45 \ub2f4\ub2f9\uc790\ub294 \uc124\ube44\ud22c\uc790 \ud655\ub300\uac00 \uc0b0\uc5c5 \uc804\ubc18\uc5d0 \ubbf8\uce58\ub294 \ud30c\uae09\ud6a8\uacfc\u2014\uc804\ub825 \uc218\uc694, \uacf5\uae09\ub9dd \ubcd1\ubaa9, \ubc18\ub3c4\uccb4 \uc0dd\uc0b0\ub2a5\ub825 \ud655\ub300 \ud544\uc694\uc131\u2014\ub97c \ud568\uaed8 \uace0\ub824\ud574\uc57c \ud55c\ub2e4. \ud5a5\ud6c4 \ubd84\uae30\ubcc4 \uc2e4\uc801\uacfc \uc5c5\uccb4\ubcc4 CAPEX \uc9d1\ud589 \ud604\ud669\uc774 \uc774\ub7ec\ud55c \uae30\ub300\ub97c \uac80\uc99d\ud558\ub294 \ud575\uc2ec \ubcc0\uc218\uac00 \ub420 \uac83\uc774\ub2e4.<\/p>\n<h2>\ucd9c\ucc98<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.hankyung.com\/article\/202602070233i\" target=\"_blank\" rel=\"noopener\">\ud55c\uad6d\uacbd\uc81c (\uc5b8\ub860)<\/a><\/li>\n<li><a href=\"https:\/\/www.cnbc.com\" target=\"_blank\" rel=\"noopener\">CNBC \u2018Halftime Report\u2019 \uad00\ub828 \ubcf4\ub3c4 \ubc0f \uc778\ud130\ubdf0 (\uc5b8\ub860)<\/a><\/li>\n<\/ul>\n<\/article>\n","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d \uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uacbd\uc601\uc790(CEO) \uc820\uc2a8 \ud669\uc774 2\uc6d4 6\uc77c(\ud604\uc9c0\uc2dc\uac04) CNBC \uc778\ud130\ubdf0\uc5d0\uc11c AI \uc778\ud504\ub77c\ub97c \uc704\ud55c \ub300\uaddc\ubaa8 \uc124\ube44\ud22c\uc790\uac00 \uc815\ub2f9\ud558\uba70 \uc7a5\uae30\uc801\uc73c\ub85c \uc9c0\uc18d\ub420 \uc218 \uc788\ub2e4\uace0 \ubc1d\ud614\ub2e4. \uc774 \ubc1c\uc5b8 \uc9c1\ud6c4 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ud558\ub8e8 \ub9cc\uc5d0 \uc57d 8% \uc62c\ub790\ub2e4. \uba54\ud0c0\u00b7\uc544\ub9c8\uc874\u00b7\uad6c\uae00(\uc54c\ud30c\ubcb3)\u00b7\ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 \ub4f1 \uc8fc\uc694 \uace0\uac1d\uc0ac\ub4e4\uc774 \ub300\uaddc\ubaa8 AI \uc124\ube44\ud22c\uc790\ub97c \uc608\uace0\ud55c \uac00\uc6b4\ub370, \uc62c\ud574 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \uc124\ube44\ud22c\uc790 \uaddc\ubaa8\ub294 \uc57d 6,600\uc5b5\ub2ec\ub7ec\ub85c \ucd94\uc0b0\ub41c\ub2e4. \uc2dc\uc7a5\uc740 \uc77c\ubd80 \uae30\uc5c5\uc758 \ud22c\uc790 \ubd80\ub2f4 \uc6b0\ub824\ub85c \uc5c7\uac08\ub9b0 \ubc18\uc751\uc744 &#8230; <a title=\"\u201c\uc9d0 \uc548\uc2f8\uace0 \ubc84\ud17c\ub294\ub370\u201d\u2026\uc820\uc2a8 \ud669 \ud55c\ub9c8\ub514\uc5d0 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00 8% \uae09\ub4f1\" class=\"read-more\" href=\"https:\/\/readtrends.com\/ko\/jensen-huang-nvidia-stock-8pct\/\" aria-label=\"\u201c\uc9d0 \uc548\uc2f8\uace0 \ubc84\ud17c\ub294\ub370\u201d\u2026\uc820\uc2a8 \ud669 \ud55c\ub9c8\ub514\uc5d0 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00 8% \uae09\ub4f1\uc5d0 \ub300\ud574 \ub354 \uc790\uc138\ud788 \uc54c\uc544\ubcf4\uc138\uc694\">\ub354 \uc77d\uae30<\/a><\/p>\n","protected":false},"author":1,"featured_media":8127,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rank_math_title":"\uc820\uc2a8 \ud669 \ubc1c\uc5b8\uc5d0 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00 8% \uae09\ub4f1 - \ud55c\uad6d\uacbd\uc81c","rank_math_description":"\uc820\uc2a8 \ud669\uc774 CNBC\uc5d0\uc11c AI \uc778\ud504\ub77c \ud22c\uc790\uc758 \uc815\ub2f9\uc131\uacfc \uc9c0\uc18d\uc131\uc744 \uac15\uc870\ud558\uc790 \uc5d4\ube44\ub514\uc544 \uc8fc\uac00\ub294 \ud558\ub8e8 \ub9cc\uc5d0 \uc57d 8% \uc62c\ub790\uc2b5\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \uc5f0\uac04 \uc124\ube44\ud22c\uc790 6,600\uc5b5\ub2ec\ub7ec \ucd94\uc0b0\uacfc \ud30c\uae09\ud6a8\uacfc\ub97c \ubd84\uc11d\ud569\ub2c8\ub2e4.","rank_math_focus_keyword":"\uc820\uc2a8 \ud669,\uc5d4\ube44\ub514\uc544,AI \uc778\ud504\ub77c,\uc8fc\uac00 \uae09\ub4f1,6600\uc5b5\ub2ec\ub7ec","footnotes":""},"categories":[2],"tags":[],"class_list":["post-8129","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\/8129","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=8129"}],"version-history":[{"count":0,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/posts\/8129\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media\/8127"}],"wp:attachment":[{"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/media?parent=8129"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/categories?post=8129"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/readtrends.com\/ko\/wp-json\/wp\/v2\/tags?post=8129"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}