{"id":51127,"date":"2026-02-22T14:08:40","date_gmt":"2026-02-22T14:08:40","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/hyperscale-computing-market-mordor\/"},"modified":"2026-10-16T23:07:43","modified_gmt":"2026-10-16T14:07:43","slug":"hyperscale-computing-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/hyperscale-computing-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2025-2030\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/hyperscale-computing-market-1753327535940-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\/hyperscale-computing-market-size-image-1754905317461.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 \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 \ub514\uc9c0\ud138 \uc804\ud658 \ud50c\ub808\uc774\ubd81<\/li>\n<li class=\"toc-level-3\">4.2.2 \uc0dd\uc131\ud615 AI \ubaa8\ub378 \ud6c8\ub828 \ubc0f \ucd94\ub860\uc744 \uc704\ud55c \ud3ed\ubc1c\uc801\uc778 GPU \uc218\uc694<\/li>\n<li class=\"toc-level-3\">4.2.3 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c &#8220;\uc11c\ube44\uc2a4\ud615&#8221; HPC \uc6cc\ud06c\ub85c\ub4dc\ub85c\uc758 \ube60\ub978 \uc804\ud658<\/li>\n<li class=\"toc-level-3\">4.2.4 \uc2e0\ud765 \uc2dc\uc7a5\uc5d0\uc11c \uc99d\uac00\ud558\ub294 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc758\ubb34<\/li>\n<li class=\"toc-level-3\">4.2.5 \ud604\uc7a5 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uc5f4 \uc7ac\ud65c\uc6a9 \uacbd\uc81c\uc131\uc73c\ub85c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c ROI \uc99d\ub300<\/li>\n<li class=\"toc-level-3\">4.2.6 \uce69\ub81b \uae30\ubc18 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98\ub85c \ucef4\ud4e8\ud305 \uc640\ud2b8\ub2f9 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO) \uc808\uac10<\/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 1\ub4f1\uae09 \ud5c8\ube0c\uc758 \ub2e4\uc911 GW \uc804\ub825\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/li>\n<li class=\"toc-level-3\">4.3.2 \uc561\uccb4 \ub0c9\uac01\uc5d0 \ub300\ud55c \ubb3c \uc18c\ube44 \uaddc\uc81c \uac15\ud654<\/li>\n<li class=\"toc-level-3\">4.3.3 2\ucc28 \ub300\ub3c4\uc2dc\uc758 \ucf54\ub85c\ucf00\uc774\uc158 \ud1a0\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9<\/li>\n<li class=\"toc-level-3\">4.3.4 \uc2a4\ucf54\ud504 3 \uacf5\uae09\ub9dd CO\u2082 \uacf5\uac1c \uc555\ub825<\/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 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/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 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/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<\/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 \uad6c\uc131 \uc694\uc18c\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc194\ub8e8\uc158<\/li>\n<li class=\"toc-level-3\">5.1.2 \uc11c\ube44\uc2a4<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uae30\uc5c5 \uaddc\ubaa8\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub300\uae30\uc5c5<\/li>\n<li class=\"toc-level-3\">5.2.2 \uc911\uc18c\uae30\uc5c5 (SMEs)<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305<\/li>\n<li class=\"toc-level-3\">5.3.2 \ube45\ub370\uc774\ud130<\/li>\n<li class=\"toc-level-3\">5.3.3 IoT<\/li>\n<li class=\"toc-level-3\">5.3.4 \uae30\ud0c0 \uc560\ud50c\ub9ac\ucf00\uc774\uc158<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 \uc740\ud589, \uae08\uc735 \uc11c\ube44\uc2a4 \ubc0f \ubcf4\ud5d8 (BFSI)<\/li>\n<li class=\"toc-level-3\">5.4.2 \uc815\ubcf4 \uae30\uc220 \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.3 \ubbf8\ub514\uc5b4 \ubc0f \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798<\/li>\n<li class=\"toc-level-3\">5.4.5 \ud5ec\uc2a4\ucf00\uc5b4<\/li>\n<li class=\"toc-level-3\">5.4.6 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790<\/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 \ub3c5\uc77c<\/li>\n<li class=\"toc-level-4\">5.5.3.2 \uc601\uad6d<\/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 \ub7ec\uc2dc\uc544<\/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 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/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 \ubc0f \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-4\">5.5.5.1 \uc911\ub3d9<\/li>\n<li class=\"toc-level-5\">5.5.5.1.1 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/li>\n<li class=\"toc-level-4\">5.5.5.2 \uc544\ud504\ub9ac\uce74<\/li>\n<li class=\"toc-level-5\">5.5.5.2.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/li>\n<li class=\"toc-level-5\">5.5.5.2.2 \uc774\uc9d1\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \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 \uac1c\uc694, \uc2dc\uc7a5 \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 Amazon Web Services, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.2 Microsoft Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Alphabet Inc. (Google Cloud)<\/li>\n<li class=\"toc-level-3\">6.4.4 Alibaba Group Holding Limited (Alibaba Cloud)<\/li>\n<li class=\"toc-level-3\">6.4.5 International Business Machines Corporation<\/li>\n<li class=\"toc-level-3\">6.4.6 Oracle Corporation<\/li>\n<li class=\"toc-level-3\">6.4.7 Hewlett Packard Enterprise Company<\/li>\n<li class=\"toc-level-3\">6.4.8 Dell Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.9 Lenovo Group Limited<\/li>\n<li class=\"toc-level-3\">6.4.10 Cisco Systems, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.11 Tencent Cloud Computing (Beijing) Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.12 Huawei Technologies Co., Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.13 Meta Platforms, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.14 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.15 Advanced Micro Devices, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 Equinix, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.17 Digital Realty Trust, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 CoreWeave, Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 OVH Groupe SAS<\/li>\n<li class=\"toc-level-3\">6.4.20 Nutanix, Inc.<\/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>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc608\uce21 (2025-2030)<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694<\/p>\n<p>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 2025\ub144 788\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2030\ub144\uc5d0\ub294 2,234\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec\uc5d0 \ub3c4\ub2ec\ud558\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 23.16%\uc758 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc0dd\uc131\ud615 AI \uc6cc\ud06c\ub85c\ub4dc, \uad6d\uac00 \ud074\ub77c\uc6b0\ub4dc \uaddc\uc81c, \uae30\uc5c5\uc758 \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 \uc804\ub7b5\uc774 \ub9de\ubb3c\ub824 \uae30\uc874 \uc11c\ubc84\ub8f8\uc5d0\uc11c \uc561\uccb4 \ub0c9\uac01 \ubc29\uc2dd\uc758 GPU \uc9d1\uc57d\uc801 \ucea0\ud37c\uc2a4\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\uc5d0 \ub300\uc751\ud558\uc5ec \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \uacf5\uae09\ub9dd\uc744 \ub2e8\ucd95\ud558\uace0 \uc640\ud2b8\ub2f9 \uc131\ub2a5\uc744 \uac1c\uc120\ud558\uba70 \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 \uc808\uac10\ud558\ub294 \uc218\uc9c1 \ud1b5\ud569\ud615 \uad6c\ucd95\uc5d0 \ub098\uc11c\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce69\ub81b \uae30\ubc18 \ud504\ub85c\uc138\uc11c, \ud604\uc7a5 \uc7ac\uc0dd\uc5d0\ub108\uc9c0, \uc5f4 \uc7ac\ud65c\uc6a9 \uc2dc\uc2a4\ud15c\uacfc \uac19\uc740 \ud601\uc2e0\uc740 \ud22c\uc790 \uc790\ubcf8 \uc218\uc775\ub960\uc744 \ub192\uc774\uace0 \uc9c0\uc18d\uac00\ub2a5\uc131\uc744 \uac15\ud654\ud569\ub2c8\ub2e4. \ub3d9\uc2dc\uc5d0, Tier-1 \ub300\ub3c4\uc2dc\uc758 \uc804\ub825\ub9dd \ubcd1\ubaa9 \ud604\uc0c1\uacfc \uac15\ud654\ub418\ub294 \uc218\uc790\uc6d0 \uc0ac\uc6a9 \uaddc\uc81c\ub294 2\ucc28 \uc2dc\uc7a5\uc73c\ub85c\uc758 \ud655\uc7a5\uc744 \ucd09\uc9c4\ud558\uace0 \uce68\uc218 \ubc0f \uc9c1\uc811 \uce69 \ub0c9\uac01 \uc544\ud0a4\ud14d\ucc98\uc758 \ub3c4\uc785\uc744 \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>1. \uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778:<\/p>\n<p>*   \uc0dd\uc131\ud615 AI \uc6cc\ud06c\ub85c\ub4dc\uc758 \ud3ed\ubc1c\uc801\uc778 GPU \uc218\uc694 (+5.8% CAGR \uc601\ud5a5): xAI\uac00 \uc218\uac1c\uc6d4 \ub9cc\uc5d0 10\ub9cc \uac1c\uc5d0\uc11c 100\ub9cc \uac1c \uc774\uc0c1\uc758 GPU\ub85c \ud655\uc7a5\ud55c \uc0ac\ub840\uc5d0\uc11c \ubcfc \uc218 \uc788\ub4ef\uc774, \ubaa8\ub378 \ud6c8\ub828 \uc778\ud504\ub77c\uc758 \uae09\uaca9\ud55c \ud655\uc7a5\uc740 \uace0\ubc00\ub3c4 \ub799, \uad11\ud559 \uc778\ud130\ucee4\ub125\ud2b8, \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc744 \uc911\uc2ec\uc73c\ub85c \ucea0\ud37c\uc2a4 \uc7ac\uc124\uacc4\ub97c \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Meta\uc758 Cerebras \ubc30\ud3ec\uc640 \uac19\uc740 AI \uc804\uc6a9 \ud074\ub7ec\uc2a4\ud130\ub294 18\ubc30 \ube60\ub978 \ucd94\ub860 \uc18d\ub3c4\ub97c \uc81c\uacf5\ud558\uba70 \uc804\ubb38\ud654\uc758 \uc131\ub2a5 \uc774\uc810\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. Oracle\uacfc OpenAI\uc758 4.5\uae30\uac00\uc640\ud2b8 \uaddc\ubaa8 \ub9ac\uc2a4 \uacc4\uc57d\uc740 \uc0ac\uc0c1 \ucd5c\ub300 \uaddc\ubaa8\uc758 \ub2e8\uc77c \ucef4\ud4e8\ud305 \uc608\uc57d\uc73c\ub85c, \uae30\uc5c5\ub4e4\uc774 GPU \uc6a9\ub7c9 \ud655\ubcf4\uc5d0 \ub098\uc11c\uba74\uc11c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc758 \ud504\ub85c\uc81d\ud2b8 \uc77c\uc815\uc744 \ub2e8\ucd95\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 \ub514\uc9c0\ud138 \uc804\ud658 (+4.2% CAGR \uc601\ud5a5): \ud32c\ub370\ubbf9 \uc774\ud6c4 \uc6b4\uc601 \ubaa8\ub378\uc740 \uc704\ud5d8 \ud68c\ud53c\uc801\uc778 \uc0b0\uc5c5\uc870\ucc28 \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uc2a4\ud0dd\uc73c\ub85c \uc804\ud658\ud558\uac8c \ub9cc\ub4e4\uace0 \uc788\uc73c\uba70, \uc77c\ud68c\uc131 \uc790\ubcf8 \uc9c0\ucd9c\uc744 \ud0c4\ub825\uc801\uc774\uace0 \uc6b4\uc601 \ube44\uc6a9(OPEX) \uce5c\ud654\uc801\uc778 \uc18c\ube44 \ubaa8\ub378\ub85c \ub300\uccb4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5 \uc774\uc0ac\ud68c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uac00\uc6a9\uc131 \uc601\uc5ed\uc744 \ubb34\uc911\ub2e8 \uace0\uac1d \uacbd\ud5d8, \ub370\uc774\ud130 \uae30\ubc18 \uc758\uc0ac \uacb0\uc815, \uc2e0\uc18d\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc18\ubcf5\uc758 \ud575\uc2ec \uae30\ubc18\uc73c\ub85c \uc778\uc2dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc120\ub3c4\uc801\uc778 \uacf5\uae09\uc5c5\uccb4\ub4e4\uc758 \uc218\uc9c1 \ud1b5\ud569\uc740 \ubc30\ud3ec \ubcf5\uc7a1\uc131\uc744 \uc904\uc5ec \ud6c4\ubc1c \uc8fc\uc790\ub4e4\uc758 \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \uc6cc\ud06c\ub85c\ub4dc \ub9c8\uc774\uadf8\ub808\uc774\uc158\uc744 \uc7a5\ub824\ud558\uba70, \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \uc608\uce21 \uae30\uac04 \ub0b4\ub0b4 \ub450 \uc790\ub9bf\uc218 \uc131\uc7a5\uc744 \uacac\uc778\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   HPCaaS(HPC-as-a-Service)\ub85c\uc758 \uc804\ud658 (+3.1% CAGR \uc601\ud5a5): \uacfc\uac70 \uc790\ubcf8 \uc9c0\ucd9c\uc5d0 \uc81c\uc57d\uc744 \ubc1b\ub358 \uae30\uc5c5\ub4e4\uc740 \uc774\uc81c \uac04\uc18c\ud654\ub41c \uc778\ud130\ud398\uc774\uc2a4\uc640 \uc6cc\ud06c\ub85c\ub4dc\ubcc4 \uc11c\ube44\uc2a4 \uce74\ud0c8\ub85c\uadf8\uc758 \ub3c4\uc6c0\uc744 \ubc1b\uc544 \uc628\ub514\ub9e8\ub4dc \ubc29\uc2dd\uc73c\ub85c \uc288\ud37c\ucef4\ud4e8\ud305 \uc6a9\ub7c9\uc744 \uc18c\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd SHAPE \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \uac19\uc740 \ud504\ub85c\uadf8\ub7a8\uc740 \uc911\uc18c\uae30\uc5c5(SME)\uc758 \uae30\uc220\uc801 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\uace0 \uc788\uc73c\uba70, \uc5e3\uc9c0 \ud50c\ub7ab\ud3fc\uc740 \uc13c\uc11c\uc640 \uc870\ub9bd \ub77c\uc778 \uadfc\ucc98\uc5d0 \ud14c\ub77c\ud50c\ub86d\uc2a4 \ucef4\ud4e8\ud305\uc744 \ubc30\uce58\ud569\ub2c8\ub2e4. \uc774\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc758 \uc7a0\uc7ac \uace0\uac1d \uae30\ubc18\uc744 \ud655\ub300\ud558\uace0, \uad6c\ub3c5 \uacc4\uc57d\uc744 \ud1b5\ud574 \uacf5\uae09\uc5c5\uccb4\uc5d0 \uc9c0\uc18d\uc801\uc778 \ub2e4\ub144 \uc218\uc775 \ud750\ub984\uc744 \ucc3d\ucd9c\ud569\ub2c8\ub2e4.<br \/>\n*   \uad6d\uac00 \ud074\ub77c\uc6b0\ub4dc \uc758\ubb34\ud654 (+2.9% CAGR \uc601\ud5a5): \uaddc\uc81c \ub2f9\uad6d\uc740 \uad6d\ub0b4 \ub370\uc774\ud130 \ud604\uc9c0\ud654\ub97c \uc758\ubb34\ud654\ud558\uc5ec \uad6d\uac00\uc801 \uc120\ub450 \uae30\uc5c5\uacfc \ud569\uc791 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uc758 Vision 2030 \ud30c\ud2b8\ub108\uc2ed(Aramco, Microsoft, Armada)\uc740 \uc5d0\ub108\uc9c0 \uc2dc\uc124 \uc804\ubc18\uc5d0 \uac78\uccd0 5\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc81c\uacf5\ud558\ub294 \ucd5c\ucd08\uc758 \uc0b0\uc5c5 \ubd84\uc0b0 \ud074\ub77c\uc6b0\ub4dc\ub97c \ucd9c\ubc94\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. Supermicro\uc640 DataVolt\uc758 200\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc81c\ud734\ub294 \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09\uc5c5\uccb4\uac00 \uc9c0\uc5ed\ubcc4 \uad6c\ucd95 \uc758\ubb34\ud654\ub85c\ubd80\ud130 \uc5b4\ub5bb\uac8c \uc774\uc775\uc744 \uc5bb\ub294\uc9c0 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<br \/>\n*   \ud604\uc7a5 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc0f \uc5f4 \uc7ac\ud65c\uc6a9 (+1.8% CAGR \uc601\ud5a5): \ub370\uc774\ud130\uc13c\ud130\uc758 \uc9c0\uc18d\uac00\ub2a5\uc131 \uc694\uad6c\uac00 \uc99d\uac00\ud558\uba74\uc11c \ud604\uc7a5 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ubc1c\uc804 \ubc0f \ud3d0\uc5f4 \uc7ac\ud65c\uc6a9 \uc2dc\uc2a4\ud15c \ub3c4\uc785\uc774 \ud655\uc0b0\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc6b4\uc601 \ube44\uc6a9 \uc808\uac10\uacfc \ud568\uaed8 \uae30\uc5c5\uc758 \ud658\uacbd\uc801 \ucc45\uc784\uc744 \uac15\ud654\ud558\ub294 \uc694\uc18c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<br \/>\n*   \uce69\ub81b \uae30\ubc18 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98 (+2.2% CAGR \uc601\ud5a5): \ud504\ub85c\uc138\uc11c \uc124\uacc4\uc758 \ud601\uc2e0\uc778 \uce69\ub81b \uae30\ubc18 \uc544\ud0a4\ud14d\ucc98\ub294 \uc131\ub2a5\uacfc \ud6a8\uc728\uc131\uc744 \ud5a5\uc0c1\uc2dc\ucf1c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc758 \ucef4\ud4e8\ud305 \ubc00\ub3c4\ub97c \ub192\uc774\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \uc81c\uc57d \uc694\uc778:<\/p>\n<p>*   \uba40\ud2f0 \uae30\uac00\uc640\ud2b8 \uc804\ub825\ub9dd \ubcd1\ubaa9 \ud604\uc0c1 (-2.1% CAGR \uc601\ud5a5): \uc9c0\uc5ed \uc720\ud2f8\ub9ac\ud2f0\ub294 \ub2e8\uc77c \ucea0\ud37c\uc2a4\uc5d0 200-300MW\uc758 \uc9c0\uc18d\uc801\uc778 \uc804\ub825 \uacf5\uae09\uc744 \uc81c\uacf5\ud558\ub294 \ub370 \uc5b4\ub824\uc6c0\uc744 \uacaa\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ud5c8\uac00 \uc9c0\uc5f0\uacfc \uc0c1\ud638 \uc5f0\uacb0 \ube44\uc6a9 \uc0c1\uc2b9\uc73c\ub85c \uc774\uc5b4\uc9d1\ub2c8\ub2e4. \ubbf8\ub124\uc18c\ud0c0\uc758 &#8220;\uba54\uac00 \uc13c\ud130&#8221; \uc81c\uc548\uc740 \uc8fc \uc804\uccb4 \uac00\uad6c\uc758 \uc804\ub825 \uc18c\ube44\ub7c9\uacfc \ub9de\uba39\ub294 \uc804\ub825\uc744 \ud544\uc694\ub85c \ud558\uc5ec \ub514\uc9c0\ud138 \uc218\uc694\uc640 \uc804\ub825\ub9dd \uc900\ube44 \uc0c1\ud0dc \uac04\uc758 \uaca9\ucc28\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \ub2e4\ucf54\ud0c0\uc2a4\uc640 \uac19\uc740 \uc5d0\ub108\uc9c0 \ud48d\ubd80 \uc9c0\uc5ed\uc744 \uc120\ud0dd\ud558\uace0, TerraPower-Sabey\uc640 \uac19\uc740 \uc81c\ud734\ub97c \ud1b5\ud574 2030\ub144 \uac00\ub3d9 \uc608\uc815\uc778 \uc18c\ud615 \ubaa8\ub4c8\ud615 \uc6d0\uc790\ub85c(SMR)\ub97c \uc2dc\ubc94 \uc6b4\uc601\ud558\uba70 \ub300\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc218\uc790\uc6d0 \uc18c\ube44 \uaddc\uc81c \uac15\ud654 (-1.4% CAGR \uc601\ud5a5): AI\uae09 \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\uc740 \uae30\uc874 \uacf5\uae30 \ub0c9\uac01 \uc2dc\uc2a4\ud15c\ubcf4\ub2e4 3-5\ubc30 \ub354 \ub9ce\uc740 \ubb3c\uc744 \uc18c\ube44\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ub0a8\uc11c\ubd80\uc640 \uac19\uc740 \uc9c0\uc5ed\uc740 \uc5c4\uaca9\ud55c \uc0ac\uc6a9 \uc81c\ud55c\uc744 \ubd80\uacfc\ud558\uc5ec \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 \ud3d0\uc1c4 \ub8e8\ud504 \ub610\ub294 \ub0c9\ub9e4 \uae30\ubc18 \ub300\uc548\uc744 \ucc44\ud0dd\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Microsoft\ub294 2026\ub144\uae4c\uc9c0 &#8220;\uc81c\ub85c \uc6cc\ud130&#8221; \ub370\uc774\ud130\uc13c\ud130\ub97c \uc57d\uc18d\ud558\uba70 \uc7ac\ud65c\uc6a9 \ubc0f \uc5f4 \ud68c\uc218 \uc124\uacc4\ub85c\uc758 \uc0b0\uc5c5 \uc804\ud658\uc744 \uc608\uace0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2\ucc28 \ub3c4\uc2dc\uc758 \ud1a0\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9 (-0.8% CAGR \uc601\ud5a5): \ub300\ub3c4\uc2dc\uc758 \ud3ec\ud654\ub85c 2\ucc28 \uc2dc\uc7a5\uc73c\ub85c\uc758 \ud655\uc7a5\uc774 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc73c\ub098, \uc774\ub4e4 \uc9c0\uc5ed\uc5d0\uc11c\ub3c4 \ud1a0\uc9c0 \ube44\uc6a9\uc774 \uc0c1\uc2b9\ud558\uba74\uc11c \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc5d0 \uc81c\uc57d\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   Scope-3 \uacf5\uae09\ub9dd CO2 \uacf5\uac1c \uc555\ub825 (-0.9% CAGR \uc601\ud5a5): \uc720\ub7fd\uc5f0\ud569(EU) \uae30\uc5c5 \ubc0f \uae00\ub85c\ubc8c \ub2e4\uad6d\uc801 \uae30\uc5c5\uc5d0 \ub300\ud55c Scope-3 \uacf5\uae09\ub9dd \ud0c4\uc18c \ubc30\ucd9c\ub7c9 \uacf5\uac1c \uc555\ub825\uc740 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc5d0\uac8c \uc9c0\uc18d\uac00\ub2a5\uc131 \ubaa9\ud45c \ub2ec\uc131\uc744 \uc704\ud55c \ucd94\uac00\uc801\uc778 \ubd80\ub2f4\uc73c\ub85c \uc791\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>1. \uad6c\uc131 \uc694\uc18c\ubcc4 (By Component): \uc194\ub8e8\uc158\uc774 \uc778\ud504\ub77c \uad6c\ucd95\uc744 \uc8fc\ub3c4<\/p>\n<p>*   \uc194\ub8e8\uc158: 2024\ub144 \uc804\uccb4 \ub9e4\ucd9c\uc758 68.21%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc774 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc5d0 \ucd5c\uc801\ud654\ub41c \uc11c\ubc84, \uace0\ub300\uc5ed\ud3ed \ub124\ud2b8\uc6cc\ud0b9, \uc194\ub9ac\ub4dc \uc2a4\ud14c\uc774\ud2b8 \uc2a4\ud1a0\ub9ac\uc9c0\uc5d0 \ub300\uaddc\ubaa8 \uc790\ubcf8\uc744 \ud22c\uc790\ud588\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \ub2e8\uc77c \uac74\ubb3c\uc5d0 20\uc5b5~30\uc5b5 \ub2ec\ub7ec \uc0c1\ub2f9\uc758 \ud558\ub4dc\uc6e8\uc5b4\uac00 \ub4e4\uc5b4\uac00\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucea0\ud37c\uc2a4\uc758 \ucd08\uae30 \uc7a5\ube44 \uc9d1\uc57d\ub3c4\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4. \uacf5\uae09\uc5c5\uccb4\ub4e4\uc740 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc904\uc774\uace0 \ub799 \ubc00\ub3c4\ub97c \ub192\uc774\uae30 \uc704\ud574 \ud1b5\ud569 \ucf5c\ub4dc \ud50c\ub808\uc774\ud2b8 \ub8e8\ud504 \ubc0f \uad11\ud559 \ud2b8\ub79c\uc2dc\ubc84\uac00 \uc7a5\ucc29\ub41c GPU \ud2b8\ub808\uc774\ub97c \uc810\uc810 \ub354 \ub9ce\uc774 \uc9c0\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc11c\ube44\uc2a4: 2030\ub144\uae4c\uc9c0 24.11%\uc758 CAGR\ub85c \uc131\uc7a5\ud558\uba70 \ud558\ub4dc\uc6e8\uc5b4 \uc131\uc7a5\uc744 \uc55e\uc9c0\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc774 \uc6d0\uc2dc \ucef4\ud4e8\ud305 \uc6a9\ub7c9\uc758 \uc644\uc804\ud55c \uac00\uce58\ub97c \uc2e4\ud604\ud558\uae30 \uc704\ud574 \uad00\ub9ac\ud615 DevOps, \uad00\uce21 \uac00\ub2a5\uc131, \uaddc\uc81c \uc900\uc218 \uc624\ubc84\ub808\uc774\ub97c \ud544\uc694\ub85c \ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc804\ubb38 \uc11c\ube44\uc2a4 \ud300\uc740 \uc5f0\ud569 \ud559\uc2b5, \uc2e4\uc2dc\uac04 \uc0ac\uae30 \ubd84\uc11d, \uc720\uc804\uccb4\ud559 \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uc704\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 \ud30c\uc774\ud504\ub77c\uc778\uc744 \uc124\uacc4\ud558\uba70, \uc774\ub7ec\ud55c \ucc38\uc5ec\ub294 \uc11c\ube44\uc2a4 \ubd80\ubb38\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud569\ub2c8\ub2e4. CoreWeave\uc758 Core Scientific \uc778\uc218 \uc0ac\ub840\ub294 \uc218\uc9c1 \ud1b5\ud569\uc774 \ub9ac\uc2a4 \uc624\ubc84\ud5e4\ub4dc\ub97c \uc81c\uac70\ud558\uace0 \uc5f0\uac04 \uc218\uc5b5 \ub2ec\ub7ec\uc758 \uc808\uac10 \ud6a8\uacfc\ub97c \uac00\uc838\uc62c \uc218 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<p>2. \uae30\uc5c5 \uaddc\ubaa8\ubcc4 (By Enterprise Size): \uc911\uc18c\uae30\uc5c5(SME)\uc774 \uc11c\ube44\uc2a4 \ub3c4\uc785\uc744 \uc8fc\ub3c4<\/p>\n<p>*   \ub300\uae30\uc5c5: 2024\ub144 \uc9c0\ucd9c\uc758 72.59%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ud655\uace0\ud55c IT \uc608\uc0b0, \uae00\ub85c\ubc8c \uc785\uc9c0, \ud398\ud0c0\uc2a4\ucf00\uc77c \ucc98\ub9ac\ub7c9\uc744 \uc694\uad6c\ud558\ub294 \ubcf5\uc7a1\ud55c \ud558\uc774\ube0c\ub9ac\ub4dc \ud074\ub77c\uc6b0\ub4dc \ud658\uacbd \ub355\ubd84\uc785\ub2c8\ub2e4. \uc774\ub4e4\uc740 \uc54c\uace0\ub9ac\uc998 \ud2b8\ub808\uc774\ub529 \ubc0f \ubab0\uc785\ud615 \ubbf8\ub514\uc5b4 \uc2a4\ud2b8\ub9ac\ubc0d\uacfc \uac19\uc774 \uc9c0\uc5f0 \uc2dc\uac04\uc5d0 \ubbfc\uac10\ud55c \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uc804\uc6a9 \uc601\uc5ed\uc744 \ubc30\ud3ec\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\uc18c\uae30\uc5c5(SME): \uc885\ub7c9\uc81c HPC \uc11c\ube44\uc2a4\uc5d0 \ud798\uc785\uc5b4 25.26%\uc758 CAGR\ub85c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9d1\ub2e8\uc785\ub2c8\ub2e4. OECD\ub294 \ud074\ub77c\uc6b0\ub4dc \ubbfc\uc8fc\ud654\uac00 \uc0b0\uc5c5 \uacbd\uc7c1\ub825\uc5d0 \ud544\uc218\uc801\uc774\ub77c\uace0 \uac15\uc870\ud558\uba70, \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc2e4\uc2dc\uac04\uc73c\ub85c \uacb0\ud568\uc744 \uac10\uc9c0\ud558\uae30 \uc704\ud574 \uc5e3\uc9c0 \uae30\ubc18 \ube44\uc804 AI\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \ubcf5\uc7a1\uc131\uc744 \uadf8\ub798\ud53d \ud3ec\ud138 \ub4a4\uc5d0 \uc228\uae30\ub294 \uc0b0\uc5c5\ubcc4 \uccad\uc0ac\uc9c4\uc744 \uc81c\uacf5\ud558\uc5ec, \uc0dd\uba85\uacf5\ud559 \uc2a4\ud0c0\ud2b8\uc5c5\uc774 \uc790\uccb4 \ud074\ub7ec\uc2a4\ud130 \uc5c6\uc774 10,000\uac1c \ub178\ub4dc \ubd84\uc790 \uc2dc\ubbac\ub808\uc774\uc158\uc744 \uc2e4\ud589\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<\/p>\n<p>3. \uc560\ud50c\ub9ac\ucf00\uc774\uc158\ubcc4 (By Application): IoT \uc778\ud504\ub77c\uac00 \uc5e3\uc9c0 \ubc30\ud3ec\ub97c \uac00\uc18d\ud654<\/p>\n<p>*   \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305: 2024\ub144 54.34%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uba70 \uc6f9 \uc11c\ube44\uc2a4, SaaS \ubc31\uc5d4\ub4dc, \ub370\uc774\ud130 \ub808\uc774\ud06c \ubd84\uc11d\uc774 \uc218\uc694\ub97c \uacac\uc778\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   IoT \uc778\ud504\ub77c: 2025-2030\ub144 \ub3d9\uc548 24.19%\uc758 \uac00\uc7a5 \ub192\uc740 CAGR\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 416\uc5b5 \uac1c\uc758 \uc5f0\uacb0\ub41c \uc7a5\uce58\uac00 \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc5d0\uac8c \ucef4\ud4e8\ud305\uc744 \uc5d4\ub4dc\ud3ec\uc778\ud2b8\uc5d0 \ub354 \uac00\uae5d\uac8c \ubc30\uce58\ud558\ub3c4\ub85d \uc694\uad6c\ud558\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4. \uc2a4\ub9c8\ud2b8 \ud329\ud1a0\ub9ac \uad6c\ucd95\uc740 5\ubc00\ub9ac\ucd08 \ubbf8\ub9cc\uc758 \uba38\uc2e0 \ube44\uc804 QA \ub8e8\ud504\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ub77c\uc778 \uc606\uc5d0 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130\uc13c\ud130\ub97c \ubc30\uce58\ud558\uba70, 5G \ub124\ud2b8\uc6cc\ud06c \uc2ac\ub77c\uc774\uc2f1\uc740 \uc800\uc9c0\uc5f0 \ucc28\ub7c9 \ud1b5\uc2e0\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc544\ud0a4\ud14d\ud2b8\ub4e4\uc740 GPU \uc9c0\uc6d0 \ucd94\ub860 \uce74\ub4dc\uc640 \uacac\uace0\ud55c \uc561\uccb4 \ub0c9\uac01 \uc7a5\uce58\ub97c \uac16\ucd98 \ubaa8\ub4c8\ud615 800kW \uc5e3\uc9c0 \ub178\ub4dc\ub85c \ub300\uc751\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \ucd5c\uc885 \uc0ac\uc6a9\uc790\ubcc4 (By End-User): \ud5ec\uc2a4\ucf00\uc5b4\uac00 AI \uae30\ubc18 \uc131\uc7a5\uc744 \uc8fc\ub3c4<\/p>\n<p>*   IT \ubc0f \ud1b5\uc2e0: 2024\ub144 28.63%\ub85c \uac00\uc7a5 \ud070 \uc218\uc694\ub97c \ucc3d\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uc2a4\ud2b8\ub9ac\ubc0d, \uac8c\uc784, \ubaa8\ubc14\uc77c \uc571 \ubc31\uc5d4\ub4dc\uc5d0\uc11c \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc11c\ube44\uc2a4\uc758 \uc911\uc694\ud55c \uc5ed\ud560\uc744 \ubc18\uc601\ud569\ub2c8\ub2e4.<br \/>\n*   \ud5ec\uc2a4\ucf00\uc5b4: AI \uae30\ubc18 \uc9c4\ub2e8 \uc601\uc0c1, \ub2e4\uc911 \ubaa8\ub4dc \uc804\uc790 \uae30\ub85d, \uc778\uad6c \uc720\uc804\uccb4\ud559\uc774 \ucef4\ud4e8\ud305 \uc694\uad6c \uc0ac\ud56d\uc744 \uae09\uc99d\uc2dc\ud0a4\uba74\uc11c 23.64%\uc758 \uac00\uc7a5 \uac00\ud30c\ub978 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. NYU Langone\uc740 \uc774\ubbf8 \uc815\ubc00 \uc885\uc591\ud559\uc744 \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 \ub9e4\uc77c \ud14c\ub77c\ubc14\uc774\ud2b8 \uaddc\ubaa8\uc758 \uc720\uc804\uccb4 \ub370\uc774\ud130\ub97c \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uac00\uc18d\uae30\ub85c \uc804\uc1a1\ud558\uace0 \uc788\uc73c\uba70, Corti\ub294 \uc720\ub7fd \ubcd1\uc6d0 \ub124\ud2b8\uc6cc\ud06c \uc804\ubc18\uc5d0 \uac78\uccd0 \uad6d\uac00\ubcc4 \uc784\uc0c1\uc758 \ubcf4\uc870 \ubaa8\ub378\uc744 \ubc30\ud3ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae08\uc735 \uc11c\ube44\uc2a4 \uae30\uc5c5\ub4e4\uc740 \uc2e0\uc6a9 \uc704\ud5d8 \uc810\uc218 \ubc0f \uc790\uae08 \uc138\ud0c1 \ubc29\uc9c0 \ubd84\uc11d\uc744 \uac00\uc18d\ud654\ud558\uae30 \uc704\ud574 \ucd94\ub860 \ud074\ub7ec\uc2a4\ud130\ub97c \ucc44\ud0dd\ud558\uace0 \uc788\uc73c\uba70, \uc18c\ub9e4\uc5c5\uccb4\ub4e4\uc740 \ucef4\ud4e8\ud130 \ube44\uc804 \uae30\ubc18 \uc120\ubc18 \ucd94\uc801\uacfc \uc5e3\uc9c0 \uc11c\ubc84\ub97c \ud1b5\ud55c \uc2e4\uc2dc\uac04 \ud504\ub85c\ubaa8\uc158\uc744 \uacb0\ud569\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2024\ub144 41.59%\uc758 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uae4a\uc774 \uc788\ub294 \uc790\ubcf8 \uc2dc\uc7a5, \uacac\uace0\ud55c \uad11\uc12c\uc720 \ubc31\ubcf8, \uadf8\ub9ac\uace0 \uc99d\uac00\ud558\ub294 \uc720\ud2f8\ub9ac\ud2f0 \uc81c\uc57d\uc744 \uc0c1\uc1c4\ud558\ub294 \uc8fc \ucc28\uc6d0\uc758 \uc778\uc13c\ud2f0\ube0c\uc5d0 \ud798\uc785\uc740 \uac83\uc785\ub2c8\ub2e4. AWS\uc758 110\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc870\uc9c0\uc544 \uad6c\ucd95, Microsoft\uc758 800\uc5b5 \ub2ec\ub7ec \uae00\ub85c\ubc8c \ub370\uc774\ud130\uc13c\ud130 \ud560\ub2f9(\uc808\ubc18 \uc774\uc0c1\uc774 \ubbf8\uad6d \ucea0\ud37c\uc2a4\uc5d0 \ud560\ub2f9), Meta\uc758 650\uc5b5 \ub2ec\ub7ec \ud504\ub85c\uba54\ud14c\uc6b0\uc2a4 \uba54\uac00 \ud504\ub85c\uc81d\ud2b8\ub294 \ud22c\uc790 \uc18d\ub3c4\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubd81\ubd80 \ubc84\uc9c0\ub2c8\uc544\uc640 \uc2e4\ub9ac\ucf58 \ubc38\ub9ac\uc758 \uc804\uc1a1\uc120 \ud63c\uc7a1\uc740 \uc0c8\ub85c\uc6b4 \uc6a9\ub7c9\uc744 \ubd81\ub2e4\ucf54\ud0c0 \ubc0f \uc0ac\uc6b0\uc2a4\ub2e4\ucf54\ud0c0\uc640 \uac19\uc740 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud48d\ubd80 \uc9c0\uc5ed\uc73c\ub85c \uc774\ub3d9\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uccad\uc815\uc5d0\ub108\uc9c0 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc704\ud55c \uacf5\uacf5 \ud1a0\uc9c0\ub97c \uac1c\ubc29\ud558\ub294 \uc5f0\ubc29 \uc774\ub2c8\uc154\ud2f0\ube0c\uc758 \ub3c4\uc6c0\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uad6d\uac00 \ud074\ub77c\uc6b0\ub4dc \uc815\ucc45, \uc81c\uc870 \ub514\uc9c0\ud138\ud654, \uc77c\ubcf8, \ud55c\uad6d, \ub3d9\ub0a8\uc544\uc2dc\uc544 \uc804\ubc18\uc758 AI \ub3c4\uc785 \uc99d\uac00\uc5d0 \ud798\uc785\uc5b4 23.86%\uc758 \uac00\uc7a5 \ube60\ub978 CAGR\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. AWS\ub294 \uc77c\ubcf8 \uc2dc\uc124\uc5d0 150\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \uc57d\uc18d\ud588\uc73c\uba70, Oracle\uc740 \uaddc\uc81c\ub41c \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc9c0\uc6d0\ud558\uae30 \uc704\ud574 80\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub3c4\ucfc4 \uc9c0\uc5ed \ud655\uc7a5\uc744 \ud655\uc778\ud588\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc5d0\uc11c\ub294 Alibaba\uac00 \uc218\ucd9c \ud1b5\uc81c \uc5ed\ud48d\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uad6d\ub0b4 \uc778\ud504\ub77c\uc5d0 530\uc5b5 \ub2ec\ub7ec\ub97c \ud560\ub2f9\ud558\uba70 \uc5ed\ub0b4 \uacbd\uc7c1\uc744 \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc2e0\ud765 \uacbd\uc81c\uad6d\ub4e4\uc740 \uadf8\ub9b0\ud544\ub4dc \uad6c\ucd95\uc744 \ud65c\uc6a9\ud558\uc5ec \uae30\uc874 IT\ub97c \ub6f0\uc5b4\ub118\uace0 \uc9c0\uc5ed \uc778\uc7ac \uc0dd\ud0dc\uacc4\ub97c \uc721\uc131\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 (EMEA): \uc11c\uc720\ub7fd \uad6d\uac00\ub4e4\uc740 \ud658\uacbd \uaddc\uc81c\ub97c \uac15\ud654\ud558\uace0 \uc788\uc73c\uba70(\ub3c5\uc77c\uc740 \uc2e0\uaddc \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ud3d0\uc5f4 \uc7ac\ud65c\uc6a9 \ud0c0\ub2f9\uc131 \uc870\uc0ac\ub97c \uc758\ubb34\ud654), \uc774\ub294 \uc6a9\ub7c9 \uc99d\uc124\uc744 \uc644\ud654\ud558\uc9c0\ub9cc \ud3d0\uc5f4 \uc9c0\uc5ed \ub09c\ubc29 \ubd84\uc57c\uc758 \ud601\uc2e0\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4. \uac78\ud504 \ud611\ub825 \ud68c\uc758(GCC) \ud68c\uc6d0\uad6d\ub4e4\uc740 \uad6d\ubd80 \ud380\ub4dc \uc790\ubcf8\uc744 \ud22c\uc785\ud558\uc5ec AI \uc6b0\uc120 \ucea0\ud37c\uc2a4\ub97c \uc870\uc131\ud558\uace0 \uc788\uc73c\uba70, Supermicro-DataVolt\uc758 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544 \uc9c1\uc811 \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc124 \ud30c\uc774\ud504\ub77c\uc778\uc774 \uadf8 \uc608\uc785\ub2c8\ub2e4. \uc0ac\ud558\ub77c \uc774\ub0a8 \uc544\ud504\ub9ac\uce74\ub294 \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc774\uc9c0\ub9cc \ud574\uc800 \ucf00\uc774\ube14 \ucc29\ub959\uacfc \uc548\uc815\uc801\uc778 \uc804\ub825 \uacf5\uae09\uc774 \uc218\ub834\ub418\uba74 \uae09\uaca9\ud55c \uc131\uc7a5\uc774 \uc608\uc0c1\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc2dc\uc7a5 \uc9d1\uc911\ub3c4\ub294 \uc0c1\uc704 4\uac1c \ubbf8\uad6d \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\uac00 2026\ub144\uae4c\uc9c0 \uc804 \uc138\uacc4 \ub370\uc774\ud130\uc13c\ud130 \uc790\ubcf8 \uc9c0\ucd9c\uc758 50%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba74\uc11c \ub192\uc544\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc740 \ub3c5\uc810 \uc2e4\ub9ac\ucf58, \ub9de\ucda4\ud615 \uc778\ud130\ucee4\ub125\ud2b8, \ub9c9\ub300\ud55c \uad6c\ub9e4\ub825\uc744 \ud65c\uc6a9\ud569\ub2c8\ub2e4. \uc804\ub7b5\uc801 \uac70\ub798\ub294 AI \uc911\uc2ec\uc758 \uad70\ube44 \uacbd\uc7c1\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. AMD\uc758 ZT Systems 49\uc5b5 \ub2ec\ub7ec \uc778\uc218\ub294 GPU \uc9d1\uc57d\uc801 \ub178\ub4dc\ub97c \uc704\ud55c \ub799 \uc218\uc900 \uc124\uacc4\uc5d0 \uc9c1\uc811\uc801\uc778 \uacbd\ub85c\ub97c \ud655\ubcf4\ud588\uc2b5\ub2c8\ub2e4. IBM\uc758 HashiCorp \uc778\uc218\ub294 \uba40\ud2f0\ud074\ub77c\uc6b0\ub4dc \uc790\ub3d9\ud654\ub97c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ud1b5\ud569\ud588\uc73c\uba70, SoftBank\uc758 Ampere Computing 65\uc5b5 \ub2ec\ub7ec \uc778\uc218\ub294 ARM \uae30\ubc18 \ud6a8\uc728\uc131\uc5d0 \ubca0\ud305\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud601\uc2e0 \uae30\uc5c5\ub4e4\uc740 \ud2c8\uc0c8 \uc131\ub2a5 \ub610\ub294 \uc9c0\ub9ac\uc801 \uaca9\ucc28\uc5d0 \uc9d1\uc911\ud569\ub2c8\ub2e4. CoreWeave\ub294 \ud569\ubcd1 \ud6c4 1.3GW \uaddc\ubaa8\uc758 \uc785\uc9c0\ub97c \ud1b5\ud574 GPU \uc870\ub2ec \ubc0f \uc804\ub825 \uacc4\uc57d\uc5d0\uc11c \ud611\uc0c1\ub825\uc744 \ud655\ubcf4\ud558\uc5ec AI \ub124\uc774\ud2f0\ube0c \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc704\ud55c \uc804\ubb38 \ub300\uc548\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Nscale\uc740 \uc544\uc2dc\uc544\uc5d0 \ucea0\ud37c\uc2a4 \uad6c\ucd95 \uc790\uae08\uc744 \uc870\ub2ec\ud558\uae30 \uc704\ud574 \ud63c\ud569 \ubd80\ucc44-\uc790\ubcf8 \uc870\ub2ec\uc744 \uc9c4\ud589\ud558\uba70 ByteDance \uaddc\ubaa8\uc758 \ud14c\ub10c\ud2b8\ub97c \uc720\uce58\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce69\ub81b \ud328\ud0a4\uc9d5, \uc561\uccb4-\uacf5\uae30 \uc5f4\uad50\ud658\uae30, \ub2c8\uc5b4-\uba54\ubaa8\ub9ac \ucef4\ud4e8\ud305 \ubd84\uc57c\uc5d0\uc11c \ud2b9\ud5c8 \ucd9c\uc6d0\uc774 \uae09\uc99d\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc778\uc7ac\uc640 \uc790\ubcf8\uc774 \uc9d1\uc911\ub418\ub294 \uacf3\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc18d\uac00\ub2a5\uc131 \uc790\uaca9 \uc99d\uba85\uc740 \uacbd\uc7c1 \uc6b0\uc704 \uc694\uc18c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \uc2dc\uac04\ubcc4 \ud0c4\uc18c \uac15\ub3c4 \ub300\uc2dc\ubcf4\ub4dc\ub97c \uac8c\uc2dc\ud558\uace0 24\uc2dc\uac04 \uc5f0\uc911\ubb34\ud734 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \uad6c\ub9e4 \uacc4\uc57d\uc744 \uccb4\uacb0\ud569\ub2c8\ub2e4. Google\uacfc \uac19\uc740 \uc77c\ubd80 \uae30\uc5c5\uc740 \uc9c0\uc5f4 \uc2dc\ubc94 \uc0ac\uc5c5\uc744 \uc9c4\ud589\ud558\uace0 \uc788\uc73c\uba70, Microsoft\ub294 2030\ub144\uae4c\uc9c0 \ubb3c \uae0d\uc815 \uc6b4\uc601\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc5e3\uc9c0 \ub9c8\uc774\ud06c\ub85c \uadf8\ub9ac\ub4dc \ud1b5\ud569 \ubc0f \uc778\uc811 \ubd80\ub3d9\uc0b0 \ud504\ub85c\uc81d\ud2b8\uc758 \uc9c0\uc5ed \ub09c\ubc29\uc740 \uacf5\uae09\uc5c5\uccb4\ub97c \ub354\uc6b1 \ucc28\ubcc4\ud654\ud558\uace0 \uaddc\uc81c \uc704\ud5d8\uc744 \uc644\ud654\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uae30\uc5c5:<\/p>\n<p>*   Amazon Web Services, Inc.<br \/>\n*   Microsoft Corporation<br \/>\n*   Alphabet Inc. (Google Cloud)<br \/>\n*   Alibaba Group Holding Limited (Alibaba Cloud)<br \/>\n*   International Business Machines Corporation<\/p>\n<p>\ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5:<\/p>\n<p>*   2025\ub144 7\uc6d4: Acumera\ub294 \ubd84\uc0b0 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \uc0ac\uc774\ud2b8 \uc804\ubc18\uc758 \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \uc5ed\ub7c9\uc744 \uac15\ud654\ud558\uae30 \uc704\ud574 Scale Computing\uc744 \uc778\uc218\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 5\uc6d4: Nutanix\uc640 Pure Storage\ub294 \ubbf8\uc158 \ud06c\ub9ac\ud2f0\uceec \ubc30\ud3ec\ub97c \uc704\ud55c \ud1b5\ud569 \uc2a4\ud0dd \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uae30 \uc704\ud574 \uc804\ub7b5\uc801 \uc81c\ud734\ub97c \ub9fa\uc5c8\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: STACK Infrastructure\ub294 \uc138\uacc4 \ucd5c\ub300 \ud074\ub77c\uc6b0\ub4dc \ud68c\ub791\uc778 \ubd81\ubd80 \ubc84\uc9c0\ub2c8\uc544\uc5d0 1GW \ucea0\ud37c\uc2a4\ub97c \ucd9c\ubc94\ud558\uba70 \uc785\uc9c0\ub97c \ud655\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 1\uc6d4: Compass Datacenters\ub294 \ubbf8\uc2dc\uc2dc\ud53c \ucea0\ud37c\uc2a4\uc5d0 100\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uaca0\ub2e4\uace0 \uc57d\uc18d\ud558\uba70 2\ucc28 \uc2dc\uc7a5\uc758 \ubaa8\uba58\ud140\uc744 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc5f0\uad6c\ub294 \uc2dc\uc7a5 \uac00\uc815 \ubc0f \uc815\uc758, \uc5f0\uad6c \ubc94\uc704, \ubc29\ubc95\ub860\uc744 \ud3ec\ud568\ud558\uba70, \uc2dc\uc7a5 \ud658\uacbd, \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21, \uacbd\uc7c1 \ud658\uacbd, \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc608\uce21:<br \/>\n\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc740 2030\ub144\uae4c\uc9c0 2,234\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0 \ub3c4\ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc11c\ube44\uc2a4 \ubd80\ubb38\uc740 \uae30\uc5c5\ub4e4\uc774 \uad00\ub9ac\ud615 \uc194\ub8e8\uc158 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \uac1c\ubc1c \uc9c0\uc6d0\uc744 \ubaa8\uc0c9\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 24.11%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc911\uc18c\uae30\uc5c5(SMEs)\uc740 \ub300\uaddc\ubaa8 \uc790\ubcf8 \uc9c0\ucd9c \uc5c6\uc774 AI, \uc2dc\ubbac\ub808\uc774\uc158 \ubc0f \ubd84\uc11d\uc744 \uc704\ud55c \uc288\ud37c\ucef4\ud4e8\ud305\uc5d0 \uc811\uadfc\ud560 \uc218 \uc788\ub294 &#8216;\uc885\ub7c9\uc81c(pay-as-you-go)&#8217; HPC \ubaa8\ub378 \ub355\ubd84\uc5d0 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc790\uc6d0\uc744 \ube60\ub974\uac8c \ucc44\ud0dd\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778:<br \/>\n\uc2dc\uc7a5\uc758 \uc131\uc7a5\uc744 \uacac\uc778\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 \ub514\uc9c0\ud138 \uc804\ud658 \uc804\ub7b5, \uc0dd\uc131\ud615 AI \ubaa8\ub378 \ud6c8\ub828 \ubc0f \ucd94\ub860\uc744 \uc704\ud55c GPU \uc218\uc694 \ud3ed\uc99d, \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c &#8220;\uc11c\ube44\uc2a4\ud615(as-a-Service)&#8221; HPC \uc6cc\ud06c\ub85c\ub4dc\ub85c\uc758 \ube60\ub978 \uc804\ud658\uc774 \uc788\uc2b5\ub2c8\ub2e4. \ub610\ud55c, \uc2e0\ud765 \uc2dc\uc7a5\uc758 \uad6d\uac00 \ud074\ub77c\uc6b0\ub4dc(sovereign-cloud) \uc758\ubb34\ud654, \ud604\uc7a5 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ubc0f \uc5f4 \uc7ac\ud65c\uc6a9 \uacbd\uc81c\uc131\uc774 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c ROI\ub97c \ub192\uc774\ub294 \uc810, \uadf8\ub9ac\uace0 \uce69\ub81b \uae30\ubc18 \uc11c\ubc84 \uc544\ud0a4\ud14d\ucc98\uac00 \ucef4\ud4e8\ud305 \uc640\ud2b8\ub2f9 \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO)\uc744 \uc808\uac10\ud558\ub294 \uc810\ub3c4 \uc911\uc694\ud55c \ub3d9\uc778\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778:<br \/>\n\ubc18\uba74, \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc694\uc778\uc73c\ub85c\ub294 1\ub4f1\uae09 \ud5c8\ube0c\uc758 \ub2e4\uc911 \uae30\uac00\uc640\ud2b8 \uc804\ub825\ub9dd \ubcd1\ubaa9 \ud604\uc0c1, \uc561\uccb4 \ub0c9\uac01\uc5d0 \ub300\ud55c \ubb3c \uc18c\ube44 \uaddc\uc81c \uac15\ud654, 2\ucc28 \ub300\ub3c4\uc2dc\uc758 \ucf54\ub85c\ucf00\uc774\uc158 \ud1a0\uc9c0 \ube44\uc6a9 \uc0c1\uc2b9, \uadf8\ub9ac\uace0 Scope-3 \uacf5\uae09\ub9dd CO\u2082 \uacf5\uac1c \uc555\ub825\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc6b4\uc601\uc790\ub4e4\uc740 \ubb3c \uc0ac\uc6a9 \ubb38\uc81c\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud574 \ud3d0\uc1c4 \ub8e8\ud504 \ubc0f \uce68\uc218 \ub0c9\uac01 \ubc29\uc2dd\uc744 \ucc44\ud0dd\ud558\uace0 &#8220;\uc81c\ub85c \uc6cc\ud130&#8221; \ub610\ub294 \ubb3c \uae0d\uc815\uc801(water-positive) \uc124\uacc4 \ubaa9\ud45c\ub97c \uc124\uc815\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc9c0\uc5ed\ubcc4 \uc131\uc7a5:<br \/>\n\uc9c0\uc5ed\ubcc4\ub85c\ub294 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc774 \uad6d\uac00 \ud074\ub77c\uc6b0\ub4dc \uc758\ubb34\ud654\uc640 \uc81c\uc870 \ub514\uc9c0\ud138\ud654\uc5d0 \ud798\uc785\uc5b4 23.86%\uc758 \uac00\uc7a5 \ub192\uc740 \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4. \ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74 \uc9c0\uc5ed \ub610\ud55c \uc2dc\uc7a5 \uc131\uc7a5\uc5d0 \uae30\uc5ec\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uc138\ubd84\ud654:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uad6c\uc131 \uc694\uc18c(\uc194\ub8e8\uc158, \uc11c\ube44\uc2a4), \uae30\uc5c5 \uaddc\ubaa8(\ub300\uae30\uc5c5, \uc911\uc18c\uae30\uc5c5), \uc560\ud50c\ub9ac\ucf00\uc774\uc158(\ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305, \ube45\ub370\uc774\ud130, IoT \ub4f1), \ucd5c\uc885 \uc0ac\uc6a9\uc790(BFSI, IT \ubc0f \ud1b5\uc2e0, \ubbf8\ub514\uc5b4 \ubc0f \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8, \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798, \ud5ec\uc2a4\ucf00\uc5b4 \ub4f1)\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd:<br \/>\n\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc8fc\uc694 \uae30\uc5c5\uc73c\ub85c\ub294 Amazon Web Services, Microsoft Corporation, Alphabet Inc. (Google Cloud), Alibaba Group Holding Limited (Alibaba Cloud), IBM, Oracle, Hewlett Packard Enterprise, Dell Technologies, Lenovo, Cisco Systems, Tencent Cloud, Huawei Technologies, Meta Platforms, NVIDIA Corporation, Advanced Micro Devices, Equinix, Digital Realty Trust, CoreWeave, OVH Groupe, Nutanix \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc758 \uae00\ub85c\ubc8c \ubc0f \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4, \uc804\ub7b5\uc801 \uc815\ubcf4, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \uc0ac\ud56d\uc774 \uc0c1\uc138\ud788 \ub2e4\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc220 \ubc0f \uaddc\uc81c \uc804\ub9dd:<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d, \uaddc\uc81c \ud658\uacbd, \uae30\uc220 \uc804\ub9dd \ubc0f \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d(\uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611, \uacf5\uae09\uc5c5\uccb4 \ubc0f \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825, \ub300\uccb4\uc7ac\uc758 \uc704\ud611, \uacbd\uc7c1 \uac15\ub3c4)\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \uad6c\uc870\uc801 \ud2b9\uc131\uc744 \uc2ec\uce35\uc801\uc73c\ub85c \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd:<br \/>\n\ub9c8\uc9c0\ub9c9\uc73c\ub85c, \ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed(white-space)\uacfc \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc744 \ud3c9\uac00\ud558\uc5ec \ubbf8\ub798 \uc131\uc7a5 \uae30\ud68c\ub97c \uc81c\uc2dc\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-51127","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\/51127"}],"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=51127"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/51127\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=51127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=51127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=51127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}