´Þ¶óÁø Á¨½¼ Ȳ? ¡°¾çÀÚ ÄÄÇ»ÆÃ º¯°îÁ¡ ´Ù´Ù¸£°í À־
By 79rxxxx Posted: 2025-06-11 13:17:45

¢º À¯·´ °³¹ßÀÚ ÄÜÆÛ·±½º¼­ “¸î ³â ¾È¿¡ Èï¹Ì·Î¿î ¹®Á¦ ÇØ°á Àû¿ë”

¢º “À¯·´ ù »ê¾÷¿ë AI Ŭ¶ó¿ìµå ±¸Ãà·2³â³» ÄÄÇ»ÆÃ 10¹è ¸¸µé °Í”

 

 

´Þ¶óÁø Á¨½¼ Ȳ? ¡°¾çÀÚ ÄÄÇ»ÆÃ º¯°îÁ¡ ´Ù´Ù¸£°í À־

¿£ºñµð¾Æ Á¨½¼ Ȳ CEO°¡ 11ÀÏ(ÇöÁö½Ã°£) ÇÁ¶û½º ÆÄ¸®¿¡¼­ ¿­¸° ½ºÅ¸Æ®¾÷ ¹Ú¶÷ȸ ‘ºñ¹ÙÅ×Å©³î·ÎÁö’¿¡¼­ ¿¬¼³Çϰí ÀÖ´Ù. 2025.06.11.[·ÎÀÌÅÍ]

 

 

¹Ì±¹ ÀΰøÁö´É(AI) Ĩ ¼±µÎ ÁÖÀÚ ¿£ºñµð¾ÆÀÇ Á¨½¼ Ȳ ÃÖ°í°æ¿µÀÚ(CEO)´Â 11ÀÏ(ÇöÁö½Ã°£) "¾çÀÚ ÄÄÇ»ÆÃÀÌ º¯°îÁ¡(inflection point)¿¡ ´Ù´Ù¸£°í ÀÖ´Ù"°í ¸»Çß´Ù.

Ȳ CEO´Â À̳¯ ÇÁ¶û½º ÆÄ¸®¿¡¼­ ¿­¸° À¯·´ ÃÖ´ë ½ºÅ¸Æ®¾÷ ¹Ú¶÷ȸ 'ºñ¹ÙÅ×Å©³î·ÎÁö' ¹× GTC °³¹ßÀÚ ÄÜÆÛ·±½º¿¡¼­ ±âÁ¶¿¬¼³À» ÅëÇØ "¾ÕÀ¸·Î ¸î ³â ¾È¿¡ Èï¹Ì·Î¿î ¹®Á¦µéÀ» ÇØ°áÇÒ ¼ö ÀÖ´Â ¿µ¿ª¿¡¼­ ¾çÀÚ ÄÄÇ»Å͸¦ ½ÇÁ¦·Î Àû¿ëÇÒ ¼ö ÀÖ´Â ½ÃÁ¡¿¡ °¡±î¿öÁö°í ÀÖ´Ù"°í ¹àÇû´Ù.

ÀÌ¾î ¿£ºñµð¾Æ°¡ °³¹ß ÁßÀÎ ÇÏÀ̺긮µå ¾çÀÚ-°íÀü ÄÄÇ»ÆÃ ¼Ö·ç¼Ç 'Äí´Ù Å¥'(Cuda Q)¸¦ ¾ð±ÞÇϸç "Áö±ÝÀº Á¤¸» Èï¹Ì·Î¿î ½ÃÁ¡"À̶ó°í ¸»Çß´Ù.


Äí´Ù Å¥´Â ¾çÀÚ ÄÄÇ»ÅÍÀÇ ÇѰ踦 ¿£ºñµð¾ÆÀÇ °­·ÂÇÑ ±×·¡ÇÈó¸®ÀåÄ¡(GPU)¸¦ Áß½ÉÀ¸·Î ÇÑ °íÀü ÄÄÇ»ÅͰ¡ º¸¿ÏÇÔÀ¸·Î½á ¾çÀÚ ÄÄÇ»ÅÍ¿Í ±âÁ¸ ÄÄÇ»Å͸¦ ÇÔ²² ÀÛµ¿½ÃŰ´Â ¿ÀǼҽº Ç÷§ÆûÀÌ´Ù.

Ȳ CEOÀÇ À̰°Àº ¾ð±ÞÀº Áö³­ 1¿ù ¾çÀÚ ÄÄÇ»ÅÍÀÇ »ó¿ëÈ­ ½Ã±â¿Í °ü·ÃÇÑ ¹ß¾ðº¸´Ù Å©°Ô ³«°üÀûÀÎ Àü¸ÁÀÌ´Ù.

±×´Â ´ç½Ã "½Ç¿ëÀûÀÎ ¾çÀÚÄÄÇ»ÅͰ¡ µîÀåÇÏ´Â µ¥¿¡´Â 20³âÀº °É¸± °Í"À̶ó°í Àü¸ÁÇÑ ¹Ù ÀÖ´Ù. ÀÌ¿¡ ¾çÀÚÄÄÇ»ÅÍ °ü·Ã ±â¾÷ ÁÖ°¡°¡ 40% ¾ÈÆÆ Æø¶ôÇϱ⵵ Çß´Ù.

Ȳ CEOÀÇ À̳¯ ¹ß¾ð ÀÌÈÄ ´º¿å Áõ½Ã¿¡¼­ ¾ÆÀÌ¿ÂÅ¥´Â ¾à 2%, ¸®°ÔƼ´Â 12% »ó½ÂÇÑ ¹Ý¸é, µð¿þÀ̺ê´Â 1% Ç϶ôÇÏ´Â µî °ü·Ã ÁÖ°¡´Â È¥Á¶¼¼¸¦ º¸À̰í ÀÖ´Ù.

±×´Â ¶Ç À¯·´ ³» ¾çÀÚ ÄÄÇ»ÆÃ ±â¾÷µéÀÇ "Å« Ä¿¹Â´ÏƼ¿¡ ±íÀº ÀλóÀ» ¹Þ¾Ò´Ù"¸ç Àü³¯ ¹ã ÇÁ¶û½º ¾çÀÚ ½ºÅ¸Æ®¾÷ ÆÄ½ºÄ®(Pasqal) °ü°èÀÚµé°ú ¸¸³µ´Ù°í ÀüÇß´Ù.

Ȳ CEO´Â À̾î À¯·´¿¡ AI ÀÎÇÁ¶ó¸¦ È®´ëÇϰڴٸç "À¯·´¿¡ ¼¼°è ÃÖÃÊÀÇ »ê¾÷¿ë AI Ŭ¶ó¿ìµå¸¦ ±¸ÃàÇÒ °Í"À̶ó°í ¹àÇû´Ù.

±×´Â "ÀÌ »ê¾÷¿ë AI Ŭ¶ó¿ìµå´Â °¡»ó dzµ¿(wind tunnel) ¼³°è ¹× ½Ã¹Ä·¹À̼ǿ¡ »ç¿ëµÉ °Í"À̶ó¸ç "°¡»ó dzµ¿¿¡¼­ Â÷ÀÇ ¿òÁ÷ÀÓÀ» °üÂûÇÏ¸ç ½Ç½Ã°£À¸·Î µðÀÚÀÎÀ» º¯°æÇÏ°Ô µÈ´Ù"°í ¼³¸íÇß´Ù.


ÀÌ¿Í °ü·ÃÇØ ·ÎÀÌÅÍ Åë½ÅÀº ¿£ºñµð¾Æ°¡ µ¶ÀÏ¿¡ »ê¾÷¿ë AI Ŭ¶ó¿ìµå Ç÷§ÆûÀ» óÀ½À¸·Î ±¸ÃàÇϰí AI¿Í ·Îº¿ °øÇÐÀ» °áÇÕÇØ BMW, ¸Þ¸£¼¼µ¥½º º¥Ã÷ µî ÀÚµ¿Â÷ Á¦Á¶»çÀÇ Á¦Ç° ¼³°è ½Ã¹Ä·¹À̼ǺÎÅÍ ¹°·ù °ü¸®±îÁö °úÁ¤À» Áö¿øÇÒ °ÍÀ̶ó°í ÀüÇß´Ù.

Ȳ CEO´Â ¶Ç "À¯·´Àº ÀÌÁ¦ AI ÆÑÅ丮, AI ÀÎÇÁ¶óÀÇ Á߿伺À» ±ú´Ý°í ÀÖ´Ù. À̰÷¿¡¼­ ¸¹Àº Ȱµ¿ÀÌ ÁøÇàµÇ´Â °É º¸°í ¸Å¿ì ±â»Ú´Ù"¸ç "¾ÕÀ¸·Î À¯·´¿¡ 20°³ÀÇ AI ÆÑÅ丮¸¦ Ãß°¡Çϰí, 2³â À̳»¿¡ À¯·´ÀÇ AI ÄÄÇ»ÆÃ ¿ë·®À» 10¹è·Î ´Ã¸± °Í"À̶ó°í Àü¸ÁÇß´Ù.

¾Æ¿ï·¯ ¼¼°è °¢±¹°ú Çù·Â °ü°è¸¦ ¼Ò°³Çϸ鼭 ÇÁ¶û½ºÀÇ AI ½ºÅ¸Æ®¾÷ÀÎ ¹Ì½ºÆ®¶ö AI¿Íµµ ¿£ºñµð¾ÆÀÇ ÃֽŠĨÀÎ ºí·¢À£ 1¸¸8õ°³·Î ±¸µ¿µÇ´Â Ŭ¶ó¿ìµå Ç÷§ÆûÀ» ±¸ÃàÇÒ °ÍÀ̶ó°í ¹àÇû´Ù.

Àü ¼¼°è ½ºÅ¸Æ®¾÷°ú À¯·´ Áö¿ª ÅõÀÚÀÚ°¡ ¸¸³ª´Â ºñ¹ÙÅ×Å©´Â ÇÁ¶û½º ±¤°íȸ»ç Ƕºí¸®½Ã½º¿Í ·çÀ̺ñÅë¸ð¿¡Çì³×½Ã(LVMH)°¡ ¼ÒÀ¯ÇÑ ¾ð·Ð»ç ¸£ÆÄ¸®Áö¾Þ··¹Á¦ÄÚ°¡ °øµ¿ ÁÖÃÖÇÏ´Â Çà»ç·Î 2016³â ù¹ßÀ» ¶Ã´Ù.

¸Å³â Âü°¡ ±â¾÷°ú ¹æ¹®°´ÀÌ ´Ã¾î Áö³­ÇØ Çà»ç¿£ Àü³â ´ëºñ 20% Áõ°¡ÇÑ 1¸¸3õ500°³ ÀÌ»óÀÇ ½ºÅ¸Æ®¾÷°ú 16¸¸5õ¸í ÀÌ»óÀÇ ¹æ¹®°´ÀÌ Ã£¾Ò´Ù.

 

 

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