{"id":36136,"date":"2026-02-11T01:38:11","date_gmt":"2026-02-11T01:38:11","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/ai-infrastructure-market-mordor\/"},"modified":"2026-10-23T19:08:19","modified_gmt":"2026-10-23T10:08:19","slug":"ai-infrastructure-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/ai-infrastructure-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ai-infrastructure-market-1749727646492-major-players.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/ai-infrastructure-market-size-image-1768654465138.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/li>\n<li class=\"toc-level-2\">1.2 \uc5f0\uad6c \ubc94\uc704<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">4. \uc2dc\uc7a5 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">4.1 \uc2dc\uc7a5 \uac1c\uc694<\/li>\n<li class=\"toc-level-2\">4.2 \uc2dc\uc7a5 \ub3d9\uc778\n<ul>\n<li class=\"toc-level-3\">4.2.1 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 H100\/G100 GPU \ubc31\ub85c\uadf8 \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc2e0\uc18d\ud55c AI \uc804\uc6a9 \ub124\ud2b8\uc6cc\ud06c \ud328\ube0c\ub9ad (InfiniBand NDR, \uc774\ub354\ub137 800G)<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc561\uccb4 \ub0c9\uac01 \ucc44\ud0dd<\/li>\n<li class=\"toc-level-3\">4.2.4 AI \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 CHIPS \uc720\ud615 \ubcf4\uc870\uae08<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c AI \uac00\uc18d\uae30 \uc778\uc2a4\ud134\uc2a4\ub97c \ud1b5\ud55c \uc811\uadfc\uc131 \ubbfc\uc8fc\ud654<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc624\ud508 \uc18c\uc2a4 AI \ud504\ub808\uc784\uc6cc\ud06c \ucd5c\uc801\ud654 (\uc608: Triton, TVM)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.3 \uc2dc\uc7a5 \uc81c\uc57d\n<ul>\n<li class=\"toc-level-3\">4.3.1 2026\ub144\uae4c\uc9c0 \ub9cc\uc131\uc801\uc778 AI\uae09 GPU \uacf5\uae09 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub808\uac70\uc2dc \ub370\uc774\ud130 \uc13c\ud130\uc758 400V \/ 48V \uc804\ub825 \ubcc0\ud658 \ud55c\uacc4<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc8fc\uad8c AI \uc218\ucd9c \ud1b5\uc81c (\ubbf8\uad6d-\uc911\uad6d, EU)<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc99d\uac00\ud558\ub294 Scope-2 \ubc30\ucd9c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">4.5 \uaddc\uc81c \ud658\uacbd<\/li>\n<li class=\"toc-level-2\">4.6 \uae30\uc220 \uc804\ub9dd<\/li>\n<li class=\"toc-level-2\">4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d\n<ul>\n<li class=\"toc-level-3\">4.7.1 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/li>\n<li class=\"toc-level-3\">4.7.3 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/li>\n<li class=\"toc-level-3\">4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">5.1 \uc81c\uacf5 \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \ud558\ub4dc\uc6e8\uc5b4<\/li>\n<li class=\"toc-level-4\">5.1.1.1 \ud504\ub85c\uc138\uc11c<\/li>\n<li class=\"toc-level-4\">5.1.1.2 \uc2a4\ud1a0\ub9ac\uc9c0<\/li>\n<li class=\"toc-level-4\">5.1.1.3 \uba54\ubaa8\ub9ac<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/li>\n<li class=\"toc-level-4\">5.1.2.1 \uc2dc\uc2a4\ud15c \ucd5c\uc801\ud654<\/li>\n<li class=\"toc-level-4\">5.1.2.2 AI \ubbf8\ub4e4\uc6e8\uc5b4 \ubc0f MLOps<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \ubc30\ud3ec \ubc29\uc2dd\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \uc628\ud504\ub808\ubbf8\uc2a4<\/li>\n<li class=\"toc-level-3\">5.2.2 \ud074\ub77c\uc6b0\ub4dc<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.3.2 \uc815\ubd80 \ubc0f \uad6d\ubc29<\/li>\n<li class=\"toc-level-3\">5.3.3 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ud504\ub85c\uc138\uc11c \uc544\ud0a4\ud14d\ucc98\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 CPU<\/li>\n<li class=\"toc-level-3\">5.4.2 GPU<\/li>\n<li class=\"toc-level-3\">5.4.3 FPGA\/ASIC (TPU, Inferentia, Gaudi, Cerebras)<\/li>\n<li class=\"toc-level-3\">5.4.4 \uae30\ud0c0 \ud504\ub85c\uc138\uc11c \uc544\ud0a4\ud14d\ucc98<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.5 \uc9c0\uc5ed\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.5.1 \ubd81\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.1.1 \ubbf8\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.1.2 \uce90\ub098\ub2e4<\/li>\n<li class=\"toc-level-4\">5.5.1.3 \uba55\uc2dc\ucf54<\/li>\n<li class=\"toc-level-3\">5.5.2 \ub0a8\ubbf8<\/li>\n<li class=\"toc-level-4\">5.5.2.1 \ube0c\ub77c\uc9c8<\/li>\n<li class=\"toc-level-4\">5.5.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/li>\n<li class=\"toc-level-4\">5.5.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.3 \uc720\ub7fd<\/li>\n<li class=\"toc-level-4\">5.5.3.1 \uc601\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.3 \ud504\ub791\uc2a4<\/li>\n<li class=\"toc-level-4\">5.5.3.4 \uc2a4\uc6e8\ub374<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/li>\n<li class=\"toc-level-4\">5.5.4.1 \uc911\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.2 \uc77c\ubcf8<\/li>\n<li class=\"toc-level-4\">5.5.4.3 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.5 \uc911\ub3d9<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-4\">5.5.5.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-4\">5.5.5.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-3\">5.5.6 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.6.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.6.3 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/li>\n<li class=\"toc-level-2\">6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/li>\n<li class=\"toc-level-2\">6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/li>\n<li class=\"toc-level-2\">6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)\n<ul>\n<li class=\"toc-level-3\">6.4.1 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.2 Intel Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Advanced Micro Devices (AMD)<\/li>\n<li class=\"toc-level-3\">6.4.4 Amazon Web Services, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.5 Microsoft Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Google LLC<\/li>\n<li class=\"toc-level-3\">6.4.7 IBM Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 Cisco Systems, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Hewlett Packard Enterprise<\/li>\n<li class=\"toc-level-3\">6.4.10 Dell Technologies, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Samsung Electronics Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Micron Technology, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.13 Arm Holdings plc<\/li>\n<li class=\"toc-level-3\">6.4.14 Synopsys, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.15 Baidu, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Alibaba Cloud<\/li>\n<li class=\"toc-level-3\">6.4.17 Tencent Cloud<\/li>\n<li class=\"toc-level-3\">6.4.18 Cerebras Systems<\/li>\n<li class=\"toc-level-3\">6.4.19 Graphcore<\/li>\n<li class=\"toc-level-3\">6.4.20 Huawei Technologies Co., Ltd.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 \ucef4\ud4e8\ud305 \uc9d1\uc57d\uc801 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790, \ucca8\ub2e8 \ubc18\ub3c4\uccb4 \ud339\uc5d0 \ub300\ud55c \ubcf4\uc870\uae08 \uc720\uc785, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM) \uc218\uc694 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 \uae09\uaca9\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2026\ub144 1,011\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc600\ub358 \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 2,024\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70 \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR) 14.89%\ub97c \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 100\ud0ac\ub85c\uc640\ud2b8 \uc774\uc0c1\uc758 \uc804\ub825 \ubc00\ub3c4\ub97c \uac00\uc9c4 \ub799\uc744 \ub0c9\uac01\ud558\uae30 \uc704\ud55c \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc758 \ucc44\ud0dd \uc99d\uac00\uc640 2023\ub144 \ubbf8\uad6d\uc774 \uc2dc\ud589\ud55c \uc218\ucd9c \ud1b5\uc81c\ub85c \uc778\ud574 \uc911\ub3d9 \ubc0f \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \uc8fc\uad8c AI \ud504\ub85c\uc81d\ud2b8\uac00 \uac00\uc18d\ud654\ub418\ub294 \ucd94\uc138\uc640\ub3c4 \ub9de\ubb3c\ub824 \uc788\uc2b5\ub2c8\ub2e4. \ubc18\ub3c4\uccb4 \uc815\ucc45\uc740 \ubbf8\uad6d, \uc720\ub7fd, \uc77c\ubcf8\uc758 \ud339 \ud655\uc7a5\uc744 \uc9c0\uc6d0\ud558\ub294 CHIPS\ubc95\uacfc \uac19\uc740 \uc778\uc13c\ud2f0\ube0c\ub97c \ud1b5\ud574 \uc911\uc694\ud55c \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5d4\ube44\ub514\uc544 H100 \ubc0f H200 \uac00\uc18d\uae30\uc758 \ub2e4\ub144 \ubc31\ub85c\uadf8\uc5d0 \uc9c1\uba74\ud55c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \ucc28\uc138\ub300 \uc7a5\uce58\ub97c \uc120\uc8fc\ubb38\ud558\uace0 \ub9de\ucda4\ud615 ASIC\uc744 \uc124\uacc4\ud558\uc5ec \uc6a9\ub7c9\uc744 \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ubd84\uc11d:<\/p>\n<p>1. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5\ub960:<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 1,011\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 2,024\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec<br \/>\n*   2026-2031\ub144 CAGR: 14.89%<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 (16.44% CAGR)<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \ubd81\ubbf8 (2025\ub144 \ub9e4\ucd9c\uc758 39.56% \ucc28\uc9c0)<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p>2. \ubd80\ubb38\ubcc4 \ubd84\uc11d:<br \/>\n*   \uc81c\uacf5 \ubc29\uc2dd\ubcc4 (Offering):<br \/>\n    *   \ud558\ub4dc\uc6e8\uc5b4\ub294 2025\ub144 \ub9e4\ucd9c\uc758 68.42%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 GPU \ud074\ub7ec\uc2a4\ud130, \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac, NVMe \ud328\ube0c\ub9ad \ub4f1 \uc790\ubcf8 \uc9d1\uc57d\uc801\uc778 \uc694\uc18c \ub54c\ubb38\uc785\ub2c8\ub2e4.<br \/>\n    *   \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubd80\ubb38\uc740 \ucd94\ub860 \ud6a8\uc728\uc131, \ubaa8\ub378 \uad00\uce21\uc131, MLOps \uc790\ub3d9\ud654\uc5d0 \ub300\ud55c \uae30\uc5c5\uc758 \uac15\uc870\ub85c \uc778\ud574 2031\ub144\uae4c\uc9c0 16.02%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. Triton Inference Server\uc640 \uac19\uc740 \ub3c4\uad6c\ub294 \uc591\uc790\ud654 \ubc0f \ucee4\ub110 \ud4e8\uc804\uc744 \ud1b5\ud574 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \ucd5c\ub300 50% \ub2e8\ucd95\ud558\uba70, \uc2dc\uc2a4\ud15c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc774\uc81c \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \ud504\ub808\uc784\uc6cc\ud06c\ub97c \uad00\uce21\uc131 \ub300\uc2dc\ubcf4\ub4dc\uc640 \ud568\uaed8 \ubc88\ub4e4\ub85c \uc81c\uacf5\ud558\uc5ec \uc77c\ud68c\uc131 \ub77c\uc774\uc120\uc2a4\ub97c \uad6c\ub3c5 \ubaa8\ub378\ub85c \uc804\ud658\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \ucd1d \ub9c8\uc9c4\uc774 \ud558\ub4dc\uc6e8\uc5b4 \uc7ac\ud310\ub9e4 \uc218\uc900\uc744 \ud6e8\uc52c \uc0c1\ud68c\ud558\ub294 75%\uc5d0 \uc721\ubc15\ud558\uac8c \ud558\uc5ec, \ud22c\uc790\uc790\ub4e4\uc774 \ud6c4\uae30 \ub2e8\uacc4 \uc790\uae08 \uc870\ub2ec\uc5d0\uc11c \ud558\ub4dc\uc6e8\uc5b4\ubcf4\ub2e4 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc120\ud638\ud558\ub294 \uc774\uc720\ub97c \uc124\uba85\ud569\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \ubc29\uc2dd\ubcc4 (Deployment):<br \/>\n    *   \uc628\ud504\ub808\ubbf8\uc2a4 \uc544\ud0a4\ud14d\ucc98\ub294 \ub370\uc774\ud130 \uc0c1\uc8fc \uc758\ubb34 \ubc0f HIPAA\uc640 \uac19\uc740 \uc0b0\uc5c5\ubcc4 \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ud798\uc785\uc5b4 2025\ub144 AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 57.46%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud074\ub77c\uc6b0\ub4dc \ubc30\ud3ec\ub294 AWS Trainium2 \ubc0f Google TPU v6e \uc778\uc2a4\ud134\uc2a4\uac00 \uc720\ub9ac\ud55c \uacbd\uc81c\uc131\uc73c\ub85c \uba40\ud2f0 \ud398\ud0c0\ud50c\ub86d\uc2a4 \uc131\ub2a5\uc744 \uc81c\uacf5\ud568\uc5d0 \ub530\ub77c 15.76%\uc758 CAGR\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \ucd94\ub860\ub2f9 \uc9c0\ubd88(pay-per-inference) \uac00\uaca9\uc744 \ud45c\uc900\ud654\ud558\uba74\uc11c \ud074\ub77c\uc6b0\ub4dc \uad00\ub828 AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uaddc\ubaa8\ub294 \uae30\uc5c5\uc758 \uc790\ubcf8 \uc9c0\ucd9c\ubcf4\ub2e4 \ube60\ub974\uac8c \ud655\uc7a5\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc7a5\uae30\uc801\uc73c\ub85c 18-24\uac1c\uc6d4\uc758 \ud558\ub4dc\uc6e8\uc5b4 \ub178\ud6c4\ud654 \uc8fc\uae30\ub294 \uacf5\uc720 \uc778\ud504\ub77c\uc5d0 \uc720\ub9ac\ud55c \ube44\uc6a9 \uace1\uc120\uc744 \ud615\uc131\ud558\uc5ec \uc628\ud504\ub808\ubbf8\uc2a4 \ubc29\uc5b4\uc790\ub4e4\uc774 \uc804\uccb4 \ud640\uc744 \uc7ac\ubc30\uc120\ud558\uc9c0 \uc54a\uace0\ub3c4 \ub178\ub4dc \ubcf4\ub4dc\ub97c \uad50\uccb4\ud560 \uc218 \uc788\ub294 \ubaa8\ub4c8\uc2dd \uc124\uacc4\ub97c \ucc44\ud0dd\ud558\ub3c4\ub85d \uac15\uc694\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4 (End User):<br \/>\n    *   \uae30\uc5c5\uc740 \uc81c\uc870, \uc18c\ub9e4 \ubc0f \uc804\ubb38 \uc11c\ube44\uc2a4 \ubd84\uc57c\uc758 \ub2e4\uc591\ud55c \uc0ac\uc6a9 \uc0ac\ub840\ub97c \ubc18\uc601\ud558\uc5ec 2025\ub144 AI \uc778\ud504\ub77c \uc2dc\uc7a5 \uc810\uc720\uc728\uc758 42.22%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 HBM3E\uac00 \uc7a5\ucc29\ub41c \uac00\uc18d\uae30 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ube14\ub85d\uc744 \uc0ac\uc804 \uc57d\uc815\ud568\uc5d0 \ub530\ub77c 15.24%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uadf8\ub8f9\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub300\ub7c9 \uad6c\ub9e4\ub294 \ub0ae\uc740 \ub2e8\uac00\ub97c \ud655\ubcf4\ud558\uc5ec \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc774 \uae30\uc5c5 \uc18c\uc720 \uc7a5\ube44\uc758 \uc0c1\uac01 \ube44\uc6a9\ubcf4\ub2e4 \ub0ae\uc740 \uc2dc\uac04\ub2f9 \uc694\uae08\uc73c\ub85c \ubc84\uc2a4\ud2b8 \uac00\ub2a5\ud55c \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4.<br \/>\n*   \ud504\ub85c\uc138\uc11c \uc544\ud0a4\ud14d\ucc98\ubcc4 (Processor Architecture):<br \/>\n    *   GPU\ub294 CUDA \uc0dd\ud0dc\uacc4\uc640 \ud2b8\ub79c\uc2a4\ud3ec\uba38 \ud6c8\ub828\uc758 \ubcd1\ub82c \ucc98\ub9ac \uc694\uad6c \uc0ac\ud56d\uc73c\ub85c \uc778\ud574 2025\ub144 \ub9e4\ucd9c\uc758 88.82%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n    *   FPGA \ubc0f ASIC \uc7a5\uce58\ub294 \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uac00 \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131\uacfc \uc608\uce21 \uac00\ub2a5\ud55c \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc6b0\uc120\uc2dc\ud568\uc5d0 \ub530\ub77c 2031\ub144\uae4c\uc9c0 16.89%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc778\ud154 Gaudi 3\ub294 \ud2b8\ub79c\uc2a4\ud3ec\uba38 \ucd94\ub860\uc5d0\uc11c H100\ubcf4\ub2e4 50% \ub354 \ub098\uc740 \uc640\ud2b8\ub2f9 \uc131\ub2a5\uc744 \uc81c\uacf5\ud558\uba70, \uad6c\uae00\uc758 TPU v6e\ub294 \uc774\ubbf8 GPU \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc758 2.5\ubc30\ub85c \uc0dd\uc0b0 \ucd94\ub860\uc744 \uc2e4\ud589\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825 (Drivers):<br \/>\n*   H100 \ubc0f H200 GPU \ubc31\ub85c\uadf8 \uae09\uc99d: \uc5d4\ube44\ub514\uc544 H100 \ubc0f H200 \uc7a5\uce58\uc5d0 \ub300\ud55c 2025\ub144 \uc120\uc8fc\ubb38\uc774 \uac00\uc6a9 \uacf5\uae09\ub7c9\uc758 3\ubc30\uc5d0 \ub2ec\ud588\uc73c\uba70, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\ub294 \ub2e4\ub144 \ud560\ub2f9\uc744 \uc704\ud574 800\uc5b5 \ub2ec\ub7ec\ub97c, AWS\ub294 2028\ub144\uae4c\uc9c0 \uc778\ud504\ub77c \uc608\uc0b0\uc744 1,000\uc5b5 \ub2ec\ub7ec \ud655\uc7a5\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4. SK\ud558\uc774\ub2c9\uc2a4\uc640 \uc0bc\uc131\uc804\uc790\uac00 HBM3E \uc0dd\uc0b0\ub7c9\uc758 95%\ub97c \uc7a5\uc545\ud558\uba74\uc11c \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac \ubcd1\ubaa9 \ud604\uc0c1\uc774 \uc2ec\ud654\ub418\uc5c8\uace0, TSMC\uc758 3\ub098\ub178\ubbf8\ud130 \uc6a9\ub7c9\uc740 12\uac1c\uc6d4 \uc774\uc0c1 \uc7a5\uce58 \ub9ac\ub4dc \ud0c0\uc784\uc744 \uc5f0\uc7a5\ud558\uc5ec \uad6c\uae00 TPU v6e\uc640 \uac19\uc740 \ub9de\ucda4\ud615 ASIC\uc73c\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \uc804\uc6a9 \ub124\ud2b8\uc6cc\ud06c \ud328\ube0c\ub9ad (InfiniBand NDR, \uc774\ub354\ub137 800G)\uc758 \uae09\uc18d\ud55c \ubc1c\uc804: InfiniBand NDR\uc740 400Gbps\ub85c \uc791\ub3d9\ud558\uba70 2025\ub144 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc758 \uc57d 70%\ub97c \uc5f0\uacb0\ud558\uc5ec \uae30\uc874 \uc774\ub354\ub137\ubcf4\ub2e4 40% \ub0ae\uc740 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc81c\uacf5\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \ube0c\ub85c\ub4dc\ucef4\uc758 Tomahawk 5 \ubc0f Spectrum-X\uac00 25% \ub0ae\uc740 \uc790\ubcf8 \ube44\uc6a9\uc73c\ub85c \uacbd\uc7c1\ub825 \uc788\ub294 \uc9c0\uc5f0 \uc2dc\uac04\uc73c\ub85c \ud2b8\ub798\ud53d\uc744 \uc804\ud658\ud568\uc5d0 \ub530\ub77c 800Gbps \uc774\ub354\ub137\uc744 \ud3c9\uac00\ud558\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc561\uccb4 \ub0c9\uac01 \ucc44\ud0dd: \uc804\ub825 \ubc00\ub3c4\uac00 100\ud0ac\ub85c\uc640\ud2b8\ub97c \ucd08\uacfc\ud558\uba74\uc11c \uacf5\uae30 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc774 \uc5f4 \uc81c\uac70\uc5d0 \uc5b4\ub824\uc6c0\uc744 \uacaa\uc790 2025\ub144 AI \ub799\uc758 \uc561\uccb4 \ub0c9\uac01 \uce68\ud22c\uc728\uc740 18%\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc9c1\uc811 \uce69 \ub0c9\uac01 \uc194\ub8e8\uc158\uc740 \uc2dc\uc124 \uc5d0\ub108\uc9c0 \uc0ac\uc6a9\ub7c9\uc744 \ucd5c\ub300 40% \uc808\uac10\ud558\uace0 \uacf5\ub7ad\uc2dd \uc2dc\uc2a4\ud15c\uc5d0 \ube44\ud574 60%\uc758 \ubc14\ub2e5 \uacf5\uac04\uc744 \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI \ud339\uc5d0 \ub300\ud55c \uc815\ubd80 CHIPS\ud615 \ubcf4\uc870\uae08: \ubbf8\uad6d\uc740 \uad6d\ub0b4 \ubc18\ub3c4\uccb4 \uc81c\uc870\uc5d0 527\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud588\uc73c\uba70, \uc720\ub7fd\uc740 430\uc5b5 \uc720\ub85c(470\uc5b5 \ub2ec\ub7ec) \uaddc\ubaa8\uc758 \uce69\uc2a4\ubc95\uc744 \ud1b5\uacfc\uc2dc\ucf1c 2030\ub144\uae4c\uc9c0 \uc9c0\uc5ed \uc6e8\uc774\ud37c \uc0dd\uc0b0\ub7c9\uc744 \ub450 \ubc30\ub85c \ub298\ub9b4 \uacc4\ud68d\uc785\ub2c8\ub2e4. \uc77c\ubcf8\uc740 TSMC\uc758 \uad6c\ub9c8\ubaa8\ud1a0 \uacf5\uc7a5\uacfc \ub77c\ud53c\ub354\uc2a4\uac00 \uc8fc\ub3c4\ud558\ub294 2\ub098\ub178\ubbf8\ud130 \ub85c\ub4dc\ub9f5\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 2\uc870 \uc5d4(135\uc5b5 \ub2ec\ub7ec)\uc744 \ucc45\uc815\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uc8fc\uc694 \uc81c\uc57d \uc694\uc778 (Restraints):<br \/>\n*   AI\uae09 GPU\uc758 \ub9cc\uc131\uc801\uc778 \uacf5\uae09 \ubd80\uc871: 2026\ub144\uae4c\uc9c0 H200 \uce74\ub4dc \ub9ac\ub4dc \ud0c0\uc784\uc740 52\uc8fc\ub97c \ub118\uc5b4\uc130\uace0, AMD\uc758 MI300X \ubc31\ub85c\uadf8\ub3c4 \uc720\uc0ac\ud55c \uc81c\uc57d\uc744 \ubcf4\uc600\uc2b5\ub2c8\ub2e4. TSMC\uc758 CoWoS \ud328\ud0a4\uc9d5 \uc6a9\ub7c9\uc740 \uc6d4 35,000 \uc6e8\uc774\ud37c \uc2a4\ud0c0\ud2b8\uc5d0 \ubd88\uacfc\ud558\uc5ec 100,000\uac1c \uc774\uc0c1\uc758 \uc218\uc694 \ucd94\uc815\uce58\uc5d0 \ud6e8\uc52c \ubabb \ubbf8\ucce4\uc2b5\ub2c8\ub2e4. \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\ub294 \uac01 H100 \uc7a5\uce58\uc5d0 5\uac1c \uce35\uc73c\ub85c \uc313\uc778 80GB\uc758 HBM3\uac00 \ud544\uc694\ud558\uae30 \ub54c\ubb38\uc5d0 \uc5ec\uc804\ud788 \ubd80\uc871\ud569\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uad8c AI \uc218\ucd9c \ud1b5\uc81c: 2023\ub144 10\uc6d4 \uaddc\uc815\uc740 \uc5d4\ube44\ub514\uc544\uc758 A100, H100, H800 \uc7a5\uce58\uc758 \uc911\uad6d\uc73c\ub85c\uc758 \ubb34\ud5c8\uac00 \uc120\uc801\uc744 \uae08\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc740 500\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \uce69 \ud504\ub85c\uadf8\ub7a8\uc73c\ub85c \ub300\uc751\ud588\uc73c\uba70, \ud654\uc6e8\uc774\uc758 Ascend 910C\ub294 2025\ub144 \uc77c\ubd80 \ucd94\ub860 \ud14c\uc2a4\ud2b8\uc5d0\uc11c A100\uacfc \ub3d9\ub4f1\ud55c \uc131\ub2a5\uc744 \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4. \uc720\ub7fd\uc5f0\ud569\uc758 AI \ubc95\uc740 \uad6d\uacbd \uac04 \ubc30\ud3ec\ub2f9 500\ub9cc~1,500\ub9cc \uc720\ub85c(550\ub9cc~1,650\ub9cc \ub2ec\ub7ec)\uc758 \ucd94\uac00 \uaddc\uc815 \uc900\uc218 \ube44\uc6a9\uc744 \ubd80\uacfc\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\ub9ac\uc801 \ubd84\uc11d:<br \/>\n*   \ubd81\ubbf8: 2025\ub144 \uc9c0\ucd9c\uc758 39.56%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. 527\uc5b5 \ub2ec\ub7ec\uc758 CHIPS\ubc95 \ubcf4\uc870\uae08\uacfc \uc804 \uc138\uacc4 AI \uc6a9\ub7c9\uc758 \uc57d 60%\ub97c \uc6b4\uc601\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 \uc9c0\uc6d0\uc744 \ubc1b\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2031\ub144\uae4c\uc9c0 16.44%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uc911\uad6d\uc758 500\uc5b5 \ub2ec\ub7ec \ubc18\ub3c4\uccb4 \uae30\uae08\uacfc \uc778\ub3c4\uc758 150\uc5b5 \ub2ec\ub7ec \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ud22c\uc790\uac00 \uc131\uc7a5\uc744 \uacac\uc778\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: AI \ubc95 \uc900\uc218 \ube44\uc6a9(\ub2e4\uad6d\uc801 \ubc30\ud3ec\ub2f9 500\ub9cc~1,500\ub9cc \uc720\ub85c)\uc73c\ub85c \uc778\ud574 \uc131\uc7a5\uc774 \uc644\ub9cc\ud574\uc9c8 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub3c5\uc77c\uacfc \ud504\ub791\uc2a4\uac00 \ubc18\ub3c4\uccb4 \ubcf4\uc870\uae08\uc744 \uc8fc\ub3c4\ud558\uba70, \uc2a4\uc6e8\ub374\uc740 \ucd94\uc6b4 \uae30\ud6c4\uc640 \uc218\ub825 \ubc1c\uc804\uc744 \ud65c\uc6a9\ud558\uc5ec \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc744 \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9: \uc8fc\uad8c \uad6d\ubd80 \ud380\ub4dc\uac00 1,400\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uc5ec \uc5d0\ub108\uc9c0 \uc774\uc810\uacfc AI \uc57c\ub9dd\uc744 \uacb0\ud569\ud558\uace0 \uc788\uc73c\uba70, \uc11c\ubc29 \uc218\ucd9c \ud1b5\uc81c \uccb4\uc81c \ubc16\uc5d0\uc11c \uc8fc\ub85c \uc6b4\uc601\ub418\ub294 \ub9ac\uc57c\ub4dc \ubc0f \uc544\ubd80\ub2e4\ube44 \ub370\uc774\ud130 \uc13c\ud130 \ud68c\ub791\uc744 \uc9c0\uc6d0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uc2e4\ub9ac\ucf58 \uacc4\uce35\uc5d0\uc11c\ub294 \uc5d4\ube44\ub514\uc544\uac00 2025\ub144 \uac00\uc18d\uae30 \ub9e4\ucd9c\uc758 \uc57d 80%\ub97c \ucc28\uc9c0\ud558\uba70 CUDA \uc0dd\ud0dc\uacc4\ub97c \uae30\ubc18\uc73c\ub85c \ud55c \uacfc\uc810\uc801 \uad6c\uc870\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub300\uc751\ud558\uc5ec \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \uad6c\uae00 TPU v6e, AWS Trainium2, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8 Maia 100\uacfc \uac19\uc740 ASIC\uc744 \uc124\uacc4\ud558\uc5ec 2026\ub144\uae4c\uc9c0 \ud6c8\ub828 \uc2dc\uac04\uc758 20%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc5d4\ube44\ub514\uc544\uc758 \ub300\ub7c9 \uc8fc\ubb38 \uac00\uaca9\uc744 \ucd5c\ub300 30%\uae4c\uc9c0 \uc555\ubc15\ud560 \uac83\uc785\ub2c8\ub2e4. AMD\uc758 MI325X\ub294 288GB\uc758 HBM3E\ub97c \ud65c\uc6a9\ud558\uc5ec H200\ubcf4\ub2e4 \uae30\uac00\ubc14\uc774\ud2b8\ub2f9 \uac00\uaca9 \uacbd\uc7c1\ub825\uc744 \ud655\ubcf4\ud558\uba70 \uc624\ub77c\ud074 \ud074\ub77c\uc6b0\ub4dc \ubc30\ud3ec\uc5d0\uc11c \ucd08\uae30 \uacac\uc778\ub825\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ud154\uc758 Gaudi 3\ub294 \uc774\ub354\ub137 \uc5f0\uacb0\uc131\uc744 \uac15\uc870\ud558\uc5ec \ub2e8\uc77c \uacf5\uae09\uc5c5\uccb4 \uc0dd\ud0dc\uacc4\ub97c \uacbd\uacc4\ud558\ub294 \uae30\uc5c5\ub4e4\uc5d0\uac8c \uc5b4\ud544\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \uacbd\uc7c1 \uac15\ub3c4\ub294 \ub192\uc544\uc9c0\uace0 \uc788\uc9c0\ub9cc, \uac1c\ubc29\ud615 \ud45c\uc900\uc774 \uc131\uc219\ud574\uc9d0\uc5d0 \ub530\ub77c \uc544\ud0a4\ud14d\ucc98 \uc885\uc18d\uc131\uc740 \uc57d\ud654\ub418\uae30 \uc2dc\uc791\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<br \/>\n*   2026\ub144 1\uc6d4\/2025\ub144 12\uc6d4: \uc5d4\ube44\ub514\uc544\uac00 2,080\uc5b5 \uac1c\uc758 \ud2b8\ub79c\uc9c0\uc2a4\ud130\uc640 20\ud398\ud0c0\ud50c\ub86d\uc2a4 FP4 \ucc98\ub9ac\ub7c9\uc744 \uac16\ucd98 Blackwell B200 GPU\ub97c \uacf5\uac1c\ud588\uc73c\uba70, \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 AWS\ub294 2026\ub144 3\ubd84\uae30 \ub0a9\ud488\uc744 \uc704\ud574 \uac01\uac01 50,000\ub300\ub97c \uc120\uc8fc\ubb38\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 11\uc6d4: \uc544\ub9c8\uc874 \uc6f9 \uc11c\ube44\uc2a4(AWS)\uac00 Trainium3 \uc778\uc2a4\ud134\uc2a4\ub97c \ucd9c\uc2dc\ud558\uc5ec \uc774\uc804 \uc138\ub300 \ucc98\ub9ac\ub7c9\uc744 \ub3d9\uc77c \uac00\uaca9\uc73c\ub85c 3\ubc30 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 10\uc6d4: SK\ud558\uc774\ub2c9\uc2a4\uac00 16\ub2e8 HBM3E \uc2a4\ud0dd\uc758 \uc591\uc0b0\uc5d0 \ub3cc\uc785\ud558\uc5ec GPU\ub2f9 \uc6a9\ub7c9\uc744 128GB\ub85c \ub298\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \uc778\uacf5\uc9c0\ub2a5(AI) \uc778\ud504\ub77c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \ud3ec\uad04\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 \uba38\uc2e0\ub7ec\ub2dd(ML) \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud559\uc2b5 \ubc0f \ucd94\ub860\uc744 \ub300\uaddc\ubaa8\ub85c \uc9c0\uc6d0\ud558\ub294 \ud2b9\uc218 \ud558\ub4dc\uc6e8\uc5b4, \uc2dc\uc2a4\ud15c \uc218\uc900 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uace0\uc131\ub2a5 \ub370\uc774\ud130\uc13c\ud130 \uc194\ub8e8\uc158\uc73c\ub85c \uc815\uc758\ub429\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 GPU, AI \uac00\uc18d\uae30, \uad00\ub828 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \uba54\ubaa8\ub9ac, \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uacc4\uce35, \uadf8\ub9ac\uace0 \ud074\ub77c\uc6b0\ub4dc \ub610\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec \ubaa8\ub378\uc774 \ud3ec\ud568\ub418\uba70, \uc77c\ubc18 IT \uc11c\ube44\uc2a4\ub098 \uc18c\ube44\uc790\uc6a9 \uc5e3\uc9c0 \uc7a5\uce58\ub294 \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \ub3d9\uc778 \ubc0f \uc81c\uc57d:<br \/>\n\uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc131\uc7a5 \ub3d9\ub825\uc73c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc758 H100\/G100 GPU \ubc31\ub85c\uadf8 \uc99d\uac00, InfiniBand NDR \ubc0f \uc774\ub354\ub137 800G\uc640 \uac19\uc740 AI \uc804\uc6a9 \ub124\ud2b8\uc6cc\ud06c \ud328\ube0c\ub9ad\uc758 \uae09\uc18d\ud55c \ubc1c\uc804, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc801\uc778 \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc758 \ub3c4\uc785 \ud655\ub300, AI \ud339\uc5d0 \ub300\ud55c \uc815\ubd80\uc758 CHIPS \uc720\ud615 \ubcf4\uc870\uae08, \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c AI \uac00\uc18d\uae30 \uc778\uc2a4\ud134\uc2a4\ub97c \ud1b5\ud55c \uc811\uadfc\uc131 \ubbfc\uc8fc\ud654, \uadf8\ub9ac\uace0 Triton \ubc0f TVM\uacfc \uac19\uc740 \uc624\ud508\uc18c\uc2a4 AI \ud504\ub808\uc784\uc6cc\ud06c\uc758 \ucd5c\uc801\ud654\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 2026\ub144\uae4c\uc9c0 \uc9c0\uc18d\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294 AI\uae09 GPU\uc758 \ub9cc\uc131\uc801\uc778 \uacf5\uae09 \ubd80\uc871, \uae30\uc874 \ub370\uc774\ud130\uc13c\ud130\uc758 400V\/48V \uc804\ub825 \ubcc0\ud658 \ud55c\uacc4, \ubbf8\uad6d-\uc911\uad6d \ubc0f EU \ub4f1 \uad6d\uac00\ubcc4 AI \uc218\ucd9c \ud1b5\uc81c, \uadf8\ub9ac\uace0 Scope-2 \ubc30\ucd9c \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \uc99d\uac00 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc744 \uc81c\uacf5(\ud558\ub4dc\uc6e8\uc5b4: \ud504\ub85c\uc138\uc11c, \uc2a4\ud1a0\ub9ac\uc9c0, \uba54\ubaa8\ub9ac; \uc18c\ud504\ud2b8\uc6e8\uc5b4: \uc2dc\uc2a4\ud15c \ucd5c\uc801\ud654, AI \ubbf8\ub4e4\uc6e8\uc5b4 \ubc0f MLOps), \ubc30\ud3ec(\uc628\ud504\ub808\ubbf8\uc2a4, \ud074\ub77c\uc6b0\ub4dc), \ucd5c\uc885 \uc0ac\uc6a9\uc790(\uae30\uc5c5, \uc815\ubd80 \ubc0f \uad6d\ubc29, \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4), \ud504\ub85c\uc138\uc11c \uc544\ud0a4\ud14d\ucc98(CPU, GPU, FPGA\/ASIC \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>AI \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 2031\ub144\uae4c\uc9c0 2,024\uc5b5 8\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 14.89%\uc758 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc785\ub2c8\ub2e4. \ud2b9\ud788 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 \uc911\uad6d\uc758 \ub300\uaddc\ubaa8 \ubc18\ub3c4\uccb4 \ud22c\uc790\uc640 \uc778\ub3c4\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ud655\uc7a5\uc73c\ub85c \uc778\ud574 16.44%\uc758 \uac00\uc7a5 \ube60\ub978 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. 2025\ub144 \uae30\uc900 GPU\ub294 \ud504\ub85c\uc138\uc11c \uc544\ud0a4\ud14d\ucc98 \ub9e4\ucd9c\uc758 88.82%\ub97c \ucc28\uc9c0\ud558\uba70 \uc9c0\ubc30\uc801\uc778 \uc704\uce58\ub97c \uc720\uc9c0\ud558\uace0 \uc788\uc73c\ub098, \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c\ub294 ASIC \ubc0f FPGA \uc7a5\uce58\uc758 \uc131\uc7a5\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ud2b8\ub80c\ub4dc \ubc0f \uacbd\uc7c1 \ud658\uacbd:<br \/>\n\ub799 \ubc00\ub3c4\uac00 100\ud0ac\ub85c\uc640\ud2b8 \uc774\uc0c1\uc73c\ub85c \uc99d\uac00\ud558\uace0 \ud0c4\uc18c \uac00\uaca9 \ucc45\uc815\uc774 \uc5c4\uaca9\ud574\uc9d0\uc5d0 \ub530\ub77c \uc561\uccb4 \ub0c9\uac01 \ub370\uc774\ud130\uc13c\ud130\ub294 \ud544\uc218\uc801\uc778 \uc694\uc18c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc2dc\uc124 \uc5d0\ub108\uc9c0 \uc0ac\uc6a9\ub7c9\uc744 \ucd5c\ub300 40%\uae4c\uc9c0 \uc808\uac10\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \ubbf8\uad6d\uc774 \uc911\uad6d\uc5d0 \ub300\ud55c \uace0\uc131\ub2a5 GPU \uc218\ucd9c\uc744 \uc81c\ud55c\ud558\uba74\uc11c \uc911\uad6d \ub0b4 \uad6d\ub0b4 \uce69 \ud22c\uc790\uac00 \ucd09\uc9c4\ub418\uc5b4 \uae30\uc220 \uc2a4\ud0dd\uc758 \ubd84\ud654\uc640 \ub2e4\uad6d\uc801 \ubc30\ud3ec\uc758 \uaddc\uc81c \uc900\uc218 \ube44\uc6a9 \uc99d\uac00\ub85c \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd\uc5d0\ub294 NVIDIA, Intel, AMD, Amazon Web Services, Microsoft, Google, IBM, Cisco, Hewlett Packard Enterprise, Dell Technologies, Samsung Electronics, Micron Technology, Arm Holdings, Synopsys, Baidu, Alibaba Cloud, Tencent Cloud, Cerebras Systems, Graphcore, Huawei Technologies \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc5f0\uad6c \ubc29\ubc95\ub860 \ubc0f \uc2e0\ub8b0\uc131:<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \uc0c1\ud5a5\uc2dd \ubc0f \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uc744 \uacb0\ud569\ud55c \uc5c4\uaca9\ud55c \uc5f0\uad6c \ubc29\ubc95\ub860\uc744 \ucc44\ud0dd\ud558\uc5ec \uc2dc\uc7a5 \uaddc\ubaa8\ub97c \ucd94\uc815\ud558\uace0 \uc608\uce21\ud569\ub2c8\ub2e4. GPU \ub799\ub2f9 \ud0d1\uc7ac\uc728, \uc11c\ubc84 \ud3c9\uade0 \ud310\ub9e4 \uac00\uaca9(ASP), \uae00\ub85c\ubc8c \ud074\ub77c\uc6b0\ub4dc CAPEX \uc131\uc7a5, \uc561\uccb4 \ub0c9\uac01 \ubcf4\uae09\ub960, \uc804\ub825 \uc0ac\uc6a9 \ud6a8\uc728(PUE) \ubcc0\ud654 \ub4f1 \ud575\uc2ec \ubcc0\uc218\ub97c \ud65c\uc6a9\ud558\uba70, \uc5d0\ub108\uc9c0 \uac00\uaca9 \uae09\ub4f1 \ubc0f \uc2e4\ub9ac\ucf58 \uacf5\uae09 \ucda9\uaca9\uc5d0 \ub300\ud55c \uc2dc\ub098\ub9ac\uc624 \ubd84\uc11d\uc744 \uc218\ud589\ud569\ub2c8\ub2e4. Mordor Intelligence\ub294 AI \uac00\uc18d\uc5d0 \uc9c1\uc811\uc801\uc73c\ub85c \uad00\ub828\ub41c \ud558\ub4dc\uc6e8\uc5b4 \ubc0f \uc2dc\uc2a4\ud15c \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \ucd08\uc810\uc744 \ub9de\ucd94\uace0, \ucd5c\uc2e0 \ucd9c\ud558\ub7c9 \ubc0f CAPEX \ub370\uc774\ud130\ub97c \uae30\ubc18\uc73c\ub85c \ubaa8\ub378\uc744 \uc5f0\uac04 \uc5c5\ub370\uc774\ud2b8\ud558\uba70, 1\ucc28 ASP \uc785\ub825 \ubc0f \uc138\uadf8\uba3c\ud2b8\ubcc4 \uc81c\uc678\ub97c \ud1b5\ud574 \ub370\uc774\ud130\uc758 \uc2e0\ub8b0\uc131\uacfc \uc815\ud655\uc131\uc744 \ud655\ubcf4\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-36136","post","type-post","status-publish","format-standard","hentry","category-market-reports"],"_links":{"self":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/36136"}],"collection":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/comments?post=36136"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/36136\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=36136"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=36136"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=36136"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}