{"id":53202,"date":"2026-02-23T11:05:54","date_gmt":"2026-02-23T11:05:54","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/digital-infrastructure-market-mordor\/"},"modified":"2026-09-25T23:13:14","modified_gmt":"2026-09-25T14:13:14","slug":"digital-infrastructure-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/digital-infrastructure-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d &#8211; \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031\ub144)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.globalresearch.co.kr\/insight\/wp-content\/uploads\/2026\/02\/digital-infrastructure-market-1751466842637-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\/digital-infrastructure-market-size-image-1770860887750.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 \ubc0f \uc5e3\uc9c0 \ub370\uc774\ud130 \uc13c\ud130\uc758 \ud655\uc0b0<\/li>\n<li class=\"toc-level-3\">4.2.2 \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc44\ud0dd \uac00\uc18d\ud654<\/li>\n<li class=\"toc-level-3\">4.2.3 5G \ubc0f \uad11\uc12c\uc720 \uad6c\ucd95\uc73c\ub85c \ub300\uc5ed\ud3ed \uc218\uc694 \uc99d\uac00<\/li>\n<li class=\"toc-level-3\">4.2.4 \ud2b9\uc218 \ucef4\ud4e8\ud305\uc744 \uc694\uad6c\ud558\ub294 AI\/ML \uc6cc\ud06c\ub85c\ub4dc \uae09\uc99d<\/li>\n<li class=\"toc-level-3\">4.2.5 \uc804\ub825\ub9dd \uc81c\uc57d \uc9c0\uc5ed\uc5d0\uc11c \ubaa8\ub4c8\ud615 \ub9c8\uc774\ud06c\ub85c DC \uc2e0\uc18d \ucd94\uc9c4<\/li>\n<li class=\"toc-level-3\">4.2.6 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc758\ubb34\ud654\ub85c \uc778\ud55c \ud604\uc9c0 \uad6c\ucd95 \uac00\uc18d\ud654<\/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 \uc5d0\ub108\uc9c0 \ubc0f \ubb3c \uc0ac\uc6a9 \uc81c\uc57d \uc2ec\ud654<\/li>\n<li class=\"toc-level-3\">4.3.2 \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc \ubc0f \uad6d\uacbd \uac04 \uaddc\uc815 \uc900\uc218 \ubcf5\uc7a1\uc131<\/li>\n<li class=\"toc-level-3\">4.3.3 \uc911\uc18c \ub3c4\uc2dc\uc758 \ud1b5\uc2e0\uc0ac \uc911\ub9bd \ucf54\ub85c\ucf00\uc774\uc158 \ubd80\uc871<\/li>\n<li class=\"toc-level-3\">4.3.4 \ubd88\uc548\uc815\ud55c GPU \uacf5\uae09\ub9dd \ubc0f \ud76c\ud1a0\ub958 \uc758\uc874\uc131<\/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\uc790\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<\/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 \ubc30\ud3ec \ubaa8\ub378\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.1.1 \uc628\ud504\ub808\ubbf8\uc2a4<\/li>\n<li class=\"toc-level-3\">5.1.2 \ucf54\ub85c\ucf00\uc774\uc158<\/li>\n<li class=\"toc-level-3\">5.1.3 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc IaaS<\/li>\n<li class=\"toc-level-3\">5.1.4 \ud558\uc774\ube0c\ub9ac\ub4dc \/ \uba40\ud2f0 \ud074\ub77c\uc6b0\ub4dc<\/li>\n<li class=\"toc-level-3\">5.1.5 \uc5e3\uc9c0 \/ \ud30c \uc5e3\uc9c0<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.2 \uc778\ud504\ub77c \uacc4\uce35\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.2.1 \ub370\uc774\ud130 \uc13c\ud130 \uc2dc\uc124<\/li>\n<li class=\"toc-level-3\">5.2.2 \ub124\ud2b8\uc6cc\ud06c \uc5f0\uacb0 (\uad11\uc12c\uc720, 5G, \uc704\uc131)<\/li>\n<li class=\"toc-level-3\">5.2.3 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0<\/li>\n<li class=\"toc-level-3\">5.2.4 AI \uac00\uc18d\uae30 \ubc0f \ud2b9\uc218 \uce69<\/li>\n<li class=\"toc-level-3\">5.2.5 \uc778\ud504\ub77c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uad00\ub9ac<\/li>\n<li class=\"toc-level-3\">5.2.6 \uae30\ud0c0, \uc778\ud504\ub77c \uacc4\uce35<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.3 \uae30\uc5c5 \uaddc\ubaa8\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.3.1 \uc911\uc18c\uae30\uc5c5 (SMEs)<\/li>\n<li class=\"toc-level-3\">5.3.2 \ub300\uae30\uc5c5<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4\n<ul>\n<li class=\"toc-level-3\">5.4.1 IT \ubc0f \ud1b5\uc2e0<\/li>\n<li class=\"toc-level-3\">5.4.2 BFSI<\/li>\n<li class=\"toc-level-3\">5.4.3 \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798<\/li>\n<li class=\"toc-level-3\">5.4.4 \uc81c\uc870 \ubc0f \uc0b0\uc5c5<\/li>\n<li class=\"toc-level-3\">5.4.5 \uc758\ub8cc \ubc0f \uc0dd\uba85 \uacfc\ud559<\/li>\n<li class=\"toc-level-3\">5.4.6 \uc815\ubd80 \ubc0f \uad6d\ubc29<\/li>\n<li class=\"toc-level-3\">5.4.7 \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0<\/li>\n<li class=\"toc-level-3\">5.4.8 \ubbf8\ub514\uc5b4 \ubc0f \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8<\/li>\n<li class=\"toc-level-3\">5.4.9 \uae30\ud0c0, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/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 \uc774\ud0c8\ub9ac\uc544<\/li>\n<li class=\"toc-level-4\">5.5.3.5 \uc2a4\ud398\uc778<\/li>\n<li class=\"toc-level-4\">5.5.3.6 \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 \ub300\ud55c\ubbfc\uad6d<\/li>\n<li class=\"toc-level-4\">5.5.4.4 \uc778\ub3c4<\/li>\n<li class=\"toc-level-4\">5.5.4.5 \ud638\uc8fc<\/li>\n<li class=\"toc-level-4\">5.5.4.6 \ub274\uc9c8\ub79c\ub4dc<\/li>\n<li class=\"toc-level-4\">5.5.4.7 \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 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/li>\n<li class=\"toc-level-5\">5.5.5.1.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.1.3 \ud280\ub974\ud0a4\uc608<\/li>\n<li class=\"toc-level-5\">5.5.5.1.4 \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 \ub098\uc774\uc9c0\ub9ac\uc544<\/li>\n<li class=\"toc-level-5\">5.5.5.2.3 \ucf00\ub0d0<\/li>\n<li class=\"toc-level-5\">5.5.5.2.4 \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, \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<\/li>\n<li class=\"toc-level-3\">6.4.2 Microsoft Corporation<\/li>\n<li class=\"toc-level-3\">6.4.3 Google LLC (Alphabet)<\/li>\n<li class=\"toc-level-3\">6.4.4 Alibaba Cloud<\/li>\n<li class=\"toc-level-3\">6.4.5 Huawei Technologies Co. Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.6 Cisco Systems Inc.<\/li>\n<li class=\"toc-level-3\">6.4.7 IBM Corporation<\/li>\n<li class=\"toc-level-3\">6.4.8 Oracle Corporation<\/li>\n<li class=\"toc-level-3\">6.4.9 Equinix Inc.<\/li>\n<li class=\"toc-level-3\">6.4.10 Digital Realty Trust<\/li>\n<li class=\"toc-level-3\">6.4.11 Schneider Electric SE<\/li>\n<li class=\"toc-level-3\">6.4.12 Vertiv Holdings Co.<\/li>\n<li class=\"toc-level-3\">6.4.13 Nokia Corporation<\/li>\n<li class=\"toc-level-3\">6.4.14 Ericsson AB<\/li>\n<li class=\"toc-level-3\">6.4.15 Dell Technologies Inc.<\/li>\n<li class=\"toc-level-3\">6.4.16 NVIDIA Corporation<\/li>\n<li class=\"toc-level-3\">6.4.17 Arista Networks Inc.<\/li>\n<li class=\"toc-level-3\">6.4.18 Cloudflare Inc.<\/li>\n<li class=\"toc-level-3\">6.4.19 NTT Ltd.<\/li>\n<li class=\"toc-level-3\">6.4.20 CoreWeave 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>\ub514\uc9c0\ud138 \uc778\ud504\ub77c \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc810\uc720\uc728 \ubd84\uc11d: \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f \uc804\ub9dd (2026-2031)<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \uc2dc\uc7a5\uc758 \uaddc\ubaa8, \uc810\uc720\uc728, \uc131\uc7a5 \ub3d9\ud5a5 \ubc0f 2031\ub144\uae4c\uc9c0\uc758 \uc804\ub9dd\uc744 \uc0c1\uc138\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4. \ubc30\ud3ec \ubaa8\ub378, \uc778\ud504\ub77c \uacc4\uce35, \uae30\uc5c5 \uaddc\ubaa8, \ucd5c\uc885 \uc0ac\uc6a9\uc790 \ubc0f \uc9c0\uc5ed\ubcc4\ub85c \uc2dc\uc7a5\uc744 \uc138\ubd84\ud654\ud558\uc5ec \uc2ec\uce35\uc801\uc778 \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc8fc\uc694 \uc218\uce58<\/p>\n<p>*   \uc870\uc0ac \uae30\uac04: 2020\ub144 &#8211; 2031\ub144<br \/>\n*   2025\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 0.36\uc870 USD<br \/>\n*   2026\ub144 \uc2dc\uc7a5 \uaddc\ubaa8: 0.43\uc870 USD<br \/>\n*   2031\ub144 \uc2dc\uc7a5 \uaddc\ubaa8 \uc804\ub9dd: 1.08\uc870 USD<br \/>\n*   \uc131\uc7a5\ub960 (2026-2031): 20.05% \uc5f0\ud3c9\uade0 \uc131\uc7a5\ub960(CAGR)<br \/>\n*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5: \uc911\ub3d9<br \/>\n*   \uac00\uc7a5 \ud070 \uc2dc\uc7a5: \ubd81\ubbf8<br \/>\n*   \uc2dc\uc7a5 \uc9d1\uc911\ub3c4: \uc911\uac04<\/p>\n<p>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc6b4\uc601\uc790\ub4e4\uc758 \uc790\ubcf8 \uc9c0\ucd9c \uac00\uc18d\ud654\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc804\ub825\ub9dd \uc6a9\ub7c9 \uc81c\uc57d\uc5d0 \uc9c1\uba74\ud558\uba74\uc11c \ubaa8\ub4c8\ud615 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc774 \ud65c\ubc1c\ud574\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc720\ub7fd, \uc778\ub3c4, \uc911\ub3d9\uc758 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc(Sovereign-cloud) \uc758\ubb34\ud654\ub294 \uad6d\ub0b4 \ud1b5\uc81c \uc2dc\uc124\ub85c\uc758 \uc785\uc9c0 \uacb0\uc815\uc744 \uc720\ub3c4\ud558\uace0 \uc788\uc73c\uba70, \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc740 AI \uc791\uc5c5\ub2f9 \ube44\uc6a9\uacfc \uc5d0\ub108\uc9c0\ub97c \uc808\uac10\ud558\uc5ec \uc218\uc9c1 \ud1b5\ud569\ud615 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc640 \ubc94\uc6a9 \ucf54\ub85c\ucf00\uc774\uc158 \uc81c\uacf5\uc5c5\uccb4 \uac04\uc758 \uc131\ub2a5 \uaca9\ucc28\ub97c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ub825 \ud6a8\uc728\uc801\uc778 \uc561\uccb4 \ub0c9\uac01 \uc2dc\uc2a4\ud15c, 2\uc0c1 \uce68\uc9c0 \uc124\uacc4, \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \uad6c\ub9e4 \uacc4\uc57d\uc740 \uc6a9\ub7c9 \uc2b9\uc778\uc758 \ud544\uc218 \uc870\uac74\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc778\ub4e4\uc774 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \uc2dc\uc7a5 \ub0b4\uc5d0\uc11c \uc5e3\uc9c0 \ub178\ub4dc, \uc8fc\uad8c \uc9c0\uc5ed, \uc804\ubb38 \ucef4\ud4e8\ud305 \uacc4\uce35\uc73c\ub85c \uac00\uce58 \ud480\uc744 \uc7ac\ud3b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \ubc30\ud3ec \ubaa8\ub378: 2025\ub144 \ucf54\ub85c\ucf00\uc774\uc158\uc774 36.21%\ub85c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc8fc\ub3c4\ud588\uc73c\uba70, \uc5e3\uc9c0 \ubc0f \ud30c-\uc5e3\uc9c0 \uc124\uce58\ub294 2031\ub144\uae4c\uc9c0 23.70%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uae30\uc5c5 \uaddc\ubaa8: 2025\ub144 \ub300\uae30\uc5c5\uc774 \uc9c0\ucd9c\uc758 58.11%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uc18c\uae30\uc5c5(SMEs)\uc740 2031\ub144\uae4c\uc9c0 21.40%\uc758 CAGR\ub85c \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc778\ud504\ub77c \uacc4\uce35: AI \uac00\uc18d\uae30 \ubc0f \ud2b9\uc218 \uce69\uc740 2026-2031\ub144 \ub3d9\uc548 29.40%\uc758 \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc785\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790: IT \ubc0f \ud1b5\uc2e0\uc774 2025\ub144 \ub9e4\ucd9c\uc758 24.34%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc81c\uc870 \ubc0f \uc0b0\uc5c5 \uc6cc\ud06c\ub85c\ub4dc\ub294 2031\ub144\uae4c\uc9c0 29.35%\uc758 CAGR\uc744 \uae30\ub85d\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed: \ubd81\ubbf8\uac00 2025\ub144 \ub9e4\ucd9c\uc758 38.14%\ub97c \ucc28\uc9c0\ud558\uba70 \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc774\uc5c8\uace0, \uc911\ub3d9\uc740 2026-2031\ub144 \ub3d9\uc548 28.81%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \ub3d9\ud5a5 \ubc0f \ud1b5\ucc30\ub825<\/p>\n<p>3.1. \uc131\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uc5e3\uc9c0 \ub370\uc774\ud130\uc13c\ud130\uc758 \ud655\uc0b0 (+4.2% CAGR \uc601\ud5a5): 2025\ub144 \ub9d0\uae4c\uc9c0 1,297\uac1c\uc758 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc0ac\uc774\ud2b8\uac00 \uc6b4\uc601\ub418\uace0 770\uac1c\uac00 \uac74\uc124 \uc911\uc774\uba70, 2023\ub144 \ub300\ube44 \ud30c\uc774\ud504\ub77c\uc778\uc774 59% \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. 100MW \ucea0\ud37c\uc2a4\uc640 5MW \ubbf8\ub9cc\uc758 \uc5e3\uc9c0 \ub178\ub4dc\ub85c \uc804\ub7b5\uc801\uc73c\ub85c \ubd84\ud560\ub418\uc5b4 \ucd5c\uc801\uc758 \uc131\ub2a5\uacfc \ud6a8\uc728\uc131\uc744 \ubcf4\uc7a5\ud569\ub2c8\ub2e4. Verizon\uacfc AT&#038;T\ub294 2025\ub144\uc5d0 200\uac1c \uc774\uc0c1\uc758 \uba40\ud2f0 \uc561\uc138\uc2a4 \uc5e3\uc9c0 \uc704\uce58\ub97c \ucd9c\uc2dc\ud558\uc5ec 5G \ub124\ud2b8\uc6cc\ud06c \uc2ac\ub77c\uc774\uc2f1\uc758 \uc7a0\uc7ac\ub825\uc744 \ud65c\uc6a9\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ucc44\ud0dd \uac00\uc18d\ud654 (+3.8% CAGR \uc601\ud5a5): 2025\ub144 Deloitte \uc5f0\uad6c\uc5d0 \ub530\ub974\uba74, \uae30\uc5c5\uc758 87%\uac00 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc\uc5d0 \uc0c8\ub85c\uc6b4 AI \uc6cc\ud06c\ub85c\ub4dc\ub97c \ubc30\ud3ec\ud560 \uacc4\ud68d\uc774\uba70, 78%\ub294 \uc5e3\uc9c0 \ubc30\ud3ec \uc99d\uac00\ub97c \uc608\uc0c1\ud569\ub2c8\ub2e4. 37%\uc758 \uc870\uc9c1\uc740 \ube44\uc6a9 \ud6a8\uc728\uc131\uc744 \uc704\ud574 \uc77c\ubd80 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \ucf54\ub85c\ucf00\uc774\uc158 \ub610\ub294 \ud504\ub77c\uc774\ube57 \uc0ac\uc774\ud2b8\ub85c \ud68c\uadc0\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud558\uc774\ube0c\ub9ac\ub4dc \ubaa8\ub378\uc740 \ubcf4\uc548 \ubcf5\uc7a1\uc131\uc744 \uc99d\uac00\uc2dc\ud0a4\uba70, 2024\ub144 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uace0\uc758 34%\uac00 \uc798\ubabb \uad6c\uc131\ub41c \uc5f0\ud569(federations)\uc73c\ub85c \uc778\ud574 \ubc1c\uc0dd\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   AI\/ML \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\ub85c \uc778\ud55c \ud2b9\uc218 \ucef4\ud4e8\ud305 \uc218\uc694 (+5.1% CAGR \uc601\ud5a5): 2025\ub144 AI \ubaa8\ub378 \ud06c\uae30 \uc99d\uac00\ub294 GPU \uc0ac\uc6a9\ub7c9 \uae09\uc99d\uc73c\ub85c \uc774\uc5b4\uc838 \ucef4\ud4e8\ud305 \ube44\uc6a9\uc774 \ucc9c\ubb38\ud559\uc801\uc73c\ub85c \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub300\uc751\ud558\uc5ec Google\uc758 TPU v5p\ub294 \uc774\uc804 \ubc84\uc804 \ub300\ube44 2.8\ubc30\uc758 \ud6c8\ub828 \ucc98\ub9ac\ub7c9\uc744 \ub2ec\uc131\ud558\uace0 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c 40% \uc808\uac10\ud588\uc2b5\ub2c8\ub2e4. AWS\uc758 Trainium2\ub294 \ud6c8\ub828 \ube44\uc6a9\uc744 30% \uc808\uac10\ud558\uace0 \ucd94\ub860 \uc131\ub2a5\uc744 4\ubc30 \ud5a5\uc0c1\uc2dc\ucf30\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58 \uc194\ub8e8\uc158\uc740 GPU \uacf5\uae09 \uc81c\uc57d\uacfc \ucd1d \uc18c\uc720 \ube44\uc6a9\uc744 \uc904\uc774\ub294 \ub370 \uc911\uc694\ud569\ub2c8\ub2e4.<br \/>\n*   5G \ubc0f \uad11\uc12c\uc720 \uad6c\ucd95\uc73c\ub85c \uc778\ud55c \ub300\uc5ed\ud3ed \uc218\uc694 \uc99d\uac00 (+2.9% CAGR \uc601\ud5a5): \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc744 \uc911\uc2ec\uc73c\ub85c 5G \ubc0f \uad11\uc12c\uc720 \ub124\ud2b8\uc6cc\ud06c \uad6c\ucd95\uc774 \uac00\uc18d\ud654\ub418\uba74\uc11c \ub300\uc5ed\ud3ed \uc218\uc694\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \ud655\uc7a5\uc744 \ucd09\uc9c4\ud569\ub2c8\ub2e4.<br \/>\n*   \uc804\ub825\ub9dd \uc81c\uc57d \uc9c0\uc5ed\uc758 \ubaa8\ub4c8\ud615 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130\uc13c\ud130 \uac00\uc18d\ud654 (+2.3% CAGR \uc601\ud5a5): \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \ubd81\ubbf8 \ub4f1 \uc804\ub825\ub9dd \uc81c\uc57d\uc774 \uc788\ub294 \uc9c0\uc5ed\uc5d0\uc11c\ub294 \ubc30\ud3ec \uc8fc\uae30\ub97c \ub2e8\ucd95\ud560 \uc218 \uc788\ub294 \ubaa8\ub4c8\ud615 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc774 \ube60\ub974\uac8c \uc9c4\ud589\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uc758\ubb34\ud654\ub85c \uc778\ud55c \ud604\uc9c0 \uad6c\ucd95 \uac00\uc18d\ud654 (+3.2% CAGR \uc601\ud5a5): EU\uc758 2024\ub144 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ub530\ub77c AWS\ub294 \uc720\ub7fd \ub0b4 \uc804\uc6a9 \ud074\ub77c\uc6b0\ub4dc \ub9ac\uc804\uc744 \uad6c\ucd95\ud558\uae30 \uc704\ud574 78\uc5b5 \uc720\ub85c(83\uc5b5 \ub2ec\ub7ec)\ub97c \ud560\ub2f9\ud588\uc2b5\ub2c8\ub2e4. \ud504\ub791\uc2a4\ub294 2027\ub144\uae4c\uc9c0 \ubaa8\ub4e0 \uacf5\uacf5 \uc6cc\ud06c\ub85c\ub4dc\ub97c \uad6d\ub0b4 \ud50c\ub7ab\ud3fc\uc73c\ub85c \uc804\ud658\ud558\ub3c4\ub85d \uc758\ubb34\ud654\ud588\uc73c\uba70, \ud0c8\ub808\uc2a4\uc640 \uad6c\uae00\uc758 \ud569\uc791 \ud22c\uc790\uac00 \uc774\ub97c \uc9c0\uc6d0\ud569\ub2c8\ub2e4. \uc778\ub3c4\uc640 UAE\ub3c4 \uc720\uc0ac\ud55c \uaddc\uc81c\ub97c \uc2dc\ud589\ud558\uc5ec \ud604\uc9c0 \ud074\ub77c\uc6b0\ub4dc \uc778\ud504\ub77c \uc218\uc694\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>3.2. \uc2dc\uc7a5 \uc81c\uc57d (Restraints)<\/p>\n<p>*   \uc5d0\ub108\uc9c0 \ubc0f \ubb3c \uc0ac\uc6a9 \uc81c\uc57d \uc2ec\ud654 (-2.1% CAGR \uc601\ud5a5): \ub370\uc774\ud130\uc13c\ud130\uc758 \ub192\uc740 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub85c \uc778\ud574 \uc544\uc77c\ub79c\ub4dc \ub354\ube14\ub9b0\uc740 \ubaa8\ub77c\ud1a0\ub9ac\uc5c4\uc744 \uc2dc\ud589\ud588\uc2b5\ub2c8\ub2e4. \uc2f1\uac00\ud3ec\ub974\ub294 PUE 1.2 \ubbf8\ub9cc \ubc0f \ud604\uc7a5 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud1b5\ud569\uc744 \uc694\uad6c\ud558\ub294 \uc5c4\uaca9\ud55c \uaddc\uc81c\ub97c \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \ubd81\ubd80 \ubc84\uc9c0\ub2c8\uc544\ub294 \uc0c1\ud638 \uc5f0\uacb0 \ub300\uae30\uc5f4\uc774 36\uac1c\uc6d4\ub85c \uc5f0\uc7a5\ub418\ub294 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud588\uc2b5\ub2c8\ub2e4. AI \ub799 \uc218\uc694 \uc99d\uac00\ub85c \uc561\uccb4 \ub0c9\uac01 \uae30\uc220 \ucc44\ud0dd\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub97c 30-40%, \ubb3c \uc0ac\uc6a9\ub7c9\uc744 \ucd5c\ub300 90%\uae4c\uc9c0 \uc904\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc \ubc0f \uad6d\uacbd \uac04 \uaddc\uc815 \uc900\uc218 \ubcf5\uc7a1\uc131 (-1.4% CAGR \uc601\ud5a5): 2024\ub144 GDPR \ubc8c\uae08\uc740 43\uc5b5 \uc720\ub85c(46\uc5b5 \ub2ec\ub7ec)\uc5d0 \ub2ec\ud588\uc73c\uba70, Meta\ub294 \ub300\uc11c\uc591 \ud6a1\ub2e8 \ub370\uc774\ud130 \uc804\uc1a1 \uc704\ubc18\uc73c\ub85c 12\uc5b5 \uc720\ub85c\uc758 \ubc8c\uae08\uc744 \ubd80\uacfc\ubc1b\uc558\uc2b5\ub2c8\ub2e4. \uc911\uad6d\uc758 2024\ub144 \ub370\uc774\ud130 \ubcf4\uc548\ubc95 \uac1c\uc815\uc740 &#8220;\uc911\uc694 \ub370\uc774\ud130&#8221;\uc758 \uc815\uc758\ub97c \ud655\ub300\ud558\uc5ec \uc678\uad6d \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 \ub370\uc774\ud130\ub97c \uad6d\ub0b4\uc5d0 \uc800\uc7a5\ud558\ub3c4\ub85d \uc694\uad6c\ud569\ub2c8\ub2e4. \uc778\ub3c4\uc758 2025\ub144 \ubc95\ub960\ub3c4 \uc720\uc0ac\ud55c \uc81c\ud55c\uc744 \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uaddc\uc815 \uc900\uc218 \ub178\ub825\uc5d0 \uc5f0\uac04 \ud3c9\uade0 240\ub9cc \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud558\uace0 \uc788\uc73c\uba70, \uaddc\uc81c\uac00 \uc2ec\ud55c \ubd84\uc57c\uc5d0\uc11c\ub294 \uc774 \ube44\uc6a9\uc774 \ub450 \ubc30\ub85c \uc99d\uac00\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   2\ucc28 \ub3c4\uc2dc\uc758 \uce90\ub9ac\uc5b4 \uc911\ub9bd \ucf54\ub85c\ucf00\uc774\uc158 \ubd80\uc871 (-0.9% CAGR \uc601\ud5a5): \ubd81\ubbf8 2\ucc28 \ub3c4\uc2dc, \uc720\ub7fd Tier 2, \uc2e0\ud765 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc5d0\uc11c \uce90\ub9ac\uc5b4 \uc911\ub9bd \ucf54\ub85c\ucf00\uc774\uc158 \uc2dc\uc124 \ubd80\uc871\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc81c\uc57d\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   GPU \uacf5\uae09\ub9dd \ubd88\uc548\uc815 \ubc0f \ud76c\ud1a0\ub958 \uc758\uc874\uc131 (-1.2% CAGR \uc601\ud5a5): \uc804 \uc138\uacc4\uc801\uc73c\ub85c GPU \uacf5\uae09\ub9dd\uc758 \ubd88\uc548\uc815\uc131\uacfc \ud76c\ud1a0\ub958\uc5d0 \ub300\ud55c \uc758\uc874\uc131\uc740 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \uad6c\ucd95\uc5d0 \ud544\uc694\ud55c \ud575\uc2ec \ubd80\ud488 \uc870\ub2ec\uc5d0 \uc5b4\ub824\uc6c0\uc744 \ucd08\ub798\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>4.1. \ubc30\ud3ec \ubaa8\ub378: \uc5e3\uc9c0 \ub178\ub4dc\uac00 \uc911\uc559 \uc9d1\uc911\uc2dd \uad6c\ucd95\ubcf4\ub2e4 \ube60\ub974\uac8c \uc131\uc7a5<br \/>\n\uc5e3\uc9c0 \ubc0f \ud30c-\uc5e3\uc9c0 \uc0ac\uc774\ud2b8\uac00 23.70%\uc758 CAGR\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uba70, \uc790\uc728 \uc8fc\ud589\ucc28, \uc18c\ub9e4 \ubd84\uc11d, \uc0b0\uc5c5 \uc81c\uc5b4 \ub4f1 10ms \ubbf8\ub9cc\uc758 \uc751\ub2f5 \uc2dc\uac04\uc744 \uc694\uad6c\ud558\ub294 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc5d0 \ud544\uc218\uc801\uc785\ub2c8\ub2e4. \ucf54\ub85c\ucf00\uc774\uc158\uc740 2025\ub144 36.21%\uc758 \ub9e4\ucd9c\uc744 \ucc28\uc9c0\ud588\uc9c0\ub9cc, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc758 \ud560\uc778\ub41c \uac00\uaca9 \uc815\ucc45\uc73c\ub85c \uc555\ubc15\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \uc628\ud504\ub808\ubbf8\uc2a4, \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc, \uc5e3\uc9c0 \ud658\uacbd \uc804\ubc18\uc5d0 \uac78\uccd0 \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158\ud558\uba70, Kubernetes \ubc0f \uc11c\ube44\uc2a4 \uba54\uc2dc\ub97c \ud65c\uc6a9\ud558\uc5ec \uc774\uc2dd\uc131\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \ube44\uc6a9 \ud0c4\ub825\uc131 \uc784\uacc4\uac12\uc744 \ub118\uc73c\uba74 \uc608\uce21 \uac00\ub2a5\ud55c \uc6cc\ud06c\ub85c\ub4dc\ub97c \ucf54\ub85c\ucf00\uc774\uc158\uc73c\ub85c \ud68c\uadc0\uc2dc\ucf1c 20-30%\uc758 \ube44\uc6a9 \uc808\uac10\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4. 100kW \ubbf8\ub9cc\uc758 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130\uc13c\ud130\ub294 \uc18c\ub9e4\uc810 \ubc0f \uc9c0\uc810\uc5d0\uc11c \ubc88\uc131\ud558\uba70, 1-5MW \uc9c0\uc5ed \uc5e3\uc9c0 \ud5c8\ube0c\ub294 \uc5ec\ub7ec \ud14c\ub10c\ud2b8\uc758 \uc218\uc694\ub97c \uc9d1\uacc4\ud569\ub2c8\ub2e4.<\/p>\n<p>4.2. \uc778\ud504\ub77c \uacc4\uce35: \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc774 \ucef4\ud4e8\ud305 \uacbd\uc81c\ub97c \uc7ac\ud3b8<br \/>\nAI \uac00\uc18d\uae30\ub294 29.40%\uc758 CAGR\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uac00 \ud2b9\uc815 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ub9de\ucda4\ud615 \uce69\uc744 \uac1c\ubc1c\ud558\uace0 GPU \ubd80\uc871\uc744 \uc6b0\ud68c\ud558\uba74\uc11c \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. TPU v5p, Trainium2, Maia 100\uacfc \uac19\uc740 \uc2e4\ub9ac\ucf58\uc740 \uc640\ud2b8\ub2f9 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\uace0 \uacf5\uae09 \uc81c\uc57d\uc744 \uc644\ud654\ud569\ub2c8\ub2e4. \uc804\ud1b5\uc801\uc778 \uc2dc\uc124 \uc9c0\ucd9c\uc740 \uc5ec\uc804\ud788 \uc0c1\ub2f9\ud558\uc9c0\ub9cc, \ud5c8\uac00 \uc9c0\uc5f0 \ubc0f \uc804\ub825\ub9dd \uc6a9\ub7c9 \uc81c\ud55c\uc774 \uc131\uc7a5\uc744 \uc5b5\uc81c\ud569\ub2c8\ub2e4. \uc561\uccb4 \ub0c9\uac01 \ud22c\uc790\ub294 AI \ud074\ub7ec\uc2a4\ud130\uc758 \ub799 \ubc00\ub3c4\uac00 100kW\ub97c \ucd08\uacfc\ud568\uc5d0 \ub530\ub77c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub124\ud2b8\uc6cc\ud06c \ubc31\ubcf8\uc740 800Gb \uc774\ub354\ub137\uc73c\ub85c \uc5c5\uadf8\ub808\uc774\ub4dc\ub418\uace0 \uc788\uc73c\uba70, \uad00\ub9ac \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uc8fc\uad8c, \uacf5\uacf5, \uc5e3\uc9c0 \ud480 \uc804\ubc18\uc5d0 \uac78\uccd0 \uc790\ub3d9\ud654\ub41c \ubc30\uce58\ub97c \uc704\ud574 \uc804\ub7b5\uc801 \uc911\uc694\uc131\uc744 \uc5bb\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4.3. \uae30\uc5c5 \uaddc\ubaa8: \uc911\uc18c\uae30\uc5c5\uc758 \ud074\ub77c\uc6b0\ub4dc \uc6b0\uc120 \uc804\ub7b5\uc774 \uc5ed\ub7c9 \uaca9\ucc28\ub97c \uc881\ud798<br \/>\n\ub300\uae30\uc5c5\uc774 2025\ub144 \ub9e4\ucd9c\uc758 58.11%\ub97c \ucc28\uc9c0\ud588\uc9c0\ub9cc, \uc911\uc18c\uae30\uc5c5(SME) \uc9c0\ucd9c\uc740 \uc5f0\uac04 21.40% \uc131\uc7a5\ud558\uc5ec \ub514\uc9c0\ud138 \uaca9\ucc28\ub97c \uc904\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc18c\ube44 \uae30\ubc18 \uc11c\ubc84\ub9ac\uc2a4 \ucef4\ud4e8\ud305 \ubc0f \uc218\uc9c1 SaaS\ub294 \uc790\ubcf8 \uc9c0\ucd9c \ubc0f \uc804\ubb38 \uc778\ub825 \uc694\uad6c \uc0ac\ud56d\uc744 \uc81c\uac70\ud558\uc5ec 500\uba85 \ubbf8\ub9cc \uae30\uc5c5\ub3c4 \uc885\ub7c9\uc81c \uac00\uaca9\uc73c\ub85c \uace0\uae09 \ubd84\uc11d\uc744 \uc2e4\ud589\ud560 \uc218 \uc788\uac8c \ud569\ub2c8\ub2e4. \uc911\uc18c\uae30\uc5c5\uc740 \uc628\ud504\ub808\ubbf8\uc2a4 \ud558\ub4dc\uc6e8\uc5b4\ub97c \uc644\uc804\ud788 \uc6b0\ud68c\ud558\ub294 \uacbd\ud5a5\uc774 \uc788\uc73c\uba70, \uaddc\uc81c \ub300\uc0c1 \uae30\uc5c5\uc740 \ud2b9\uad8c \ub370\uc774\ud130\ub97c \ub0b4\ubd80\uc801\uc73c\ub85c \uc720\uc9c0\ud558\uae30 \uc704\ud574 \ud558\uc774\ube0c\ub9ac\ub4dc \uc2a4\ud0dd\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc0dd\uc131\ud615 AI \ucf54\ud30c\uc77c\ub7ff\uc740 \uc81c\ud55c\ub41c \ud300\uc758 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc0dd\uc0b0\ub7c9\uc744 \uac00\uc18d\ud654\ud558\uc5ec \ud50c\ub7ab\ud3fc \uacf5\uae09\uc5c5\uccb4\uc758 \uc7a0\uc7ac \uad6c\ub9e4\uc790 \ud480\uc744 \ud655\ub300\ud569\ub2c8\ub2e4. \ub300\uae30\uc5c5\uc758 \ud074\ub77c\uc6b0\ub4dc \uc131\uc7a5\uc740 \ucd5c\uc801\ud654\uc5d0 \uc911\uc810\uc744 \ub461\ub2c8\ub2e4.<\/p>\n<p>4.4. \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5: \uc81c\uc870 \uc0b0\uc5c5 4.0 \uad6c\ucd95 \uac00\uc18d\ud654<br \/>\n\uc81c\uc870 \uc778\ud504\ub77c \uc9c0\ucd9c\uc740 29.35%\uc758 CAGR\ub85c \ubaa8\ub4e0 \uc0b0\uc5c5 \ubd84\uc57c\ub97c \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ub514\uc9c0\ud138 \ud2b8\uc708 \ub3d9\uae30\ud654 \ubc0f \uc608\uce21 \uc720\uc9c0\ubcf4\uc218\uc5d0 \ud544\uc694\ud55c \uacb0\uc815\ub860\uc801 \uc800\uc9c0\uc5f0\uc131\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. IT \ubc0f \ud1b5\uc2e0\uc740 5G \ucf54\uc5b4 \ubd84\ud574 \ubc0f \ubaa8\ubc14\uc77c \ud1b5\uc2e0\uc0ac\uc758 \uba40\ud2f0 \uc561\uc138\uc2a4 \uc5e3\uc9c0 \ucc44\ud0dd \ub355\ubd84\uc5d0 24.34%\ub85c \uac00\uc7a5 \ub192\uc740 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. \uc740\ud589 \ubc0f \uc758\ub8cc\ub294 \uaddc\uc81c \ub370\uc774\ud130 \uc0c1\uc8fc \uc694\uac74\uacfc \ubd84\uc11d \uaddc\ubaa8\ub97c \uc870\ud654\uc2dc\ud0a4\uae30 \uc704\ud574 \ud558\uc774\ube0c\ub9ac\ub4dc \ud074\ub77c\uc6b0\ub4dc\ub97c \ucc44\ud0dd\ud569\ub2c8\ub2e4. \uc18c\ub9e4 \uccb4\uc778\uc740 \uc7ac\uace0 \uc815\ud655\uc131\uc744 \uc704\ud574 \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc5d0 \uc758\uc874\ud558\uba70, \uc815\ubd80 \ubc0f \uad6d\ubc29 \uacc4\uc57d\uc740 \uae30\ubc00 \ub4f1\uae09\uc758 \uc8fc\uad8c \uc9c0\uc5ed\uc744 \uba85\uc2dc\ud569\ub2c8\ub2e4. \uc5d0\ub108\uc9c0, \ubbf8\ub514\uc5b4, \ub18d\uc5c5\uacfc \uac19\uc740 \uc2e0\ud765 \ubd84\uc57c\ub3c4 \uc218\uc694\ub97c \uacac\uc778\ud558\uba70, \uac01\uae30 \ub2e4\ub978 \uc9c0\uc5f0 \uc2dc\uac04, \uaddc\uc815 \uc900\uc218, \ubcf5\uc6d0\ub825 \ud504\ub85c\ud544\uc5d0 \ub530\ub77c \ub2e4\uc591\ud55c \ubc30\ud3ec \ubaa8\ub378\uc744 \uc120\ud638\ud569\ub2c8\ub2e4.<\/p>\n<p>5. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \ub9e4\ucd9c\uc758 38.14%\ub97c \ucc28\uc9c0\ud558\uba70 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ubc84\uc9c0\ub2c8\uc544\ub294 1.3GW\ub97c \uacc4\uc57d\ud588\uc9c0\ub9cc, \uc804\ub825\ub9dd \ubcd1\ubaa9 \ud604\uc0c1\uc73c\ub85c \uc778\ud574 \uac1c\ubc1c\uc790\ub4e4\uc774 \ud14d\uc0ac\uc2a4 \ubc0f \ud0dc\ud3c9\uc591 \ubd81\uc11c\ubd80\uc758 \uc7ac\uc0dd \uc5d0\ub108\uc9c0 \ud68c\ub791\uc73c\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4 \ud018\ubca1\uc740 \uc800\ub834\ud55c \uc218\ub825 \ubc1c\uc804\uacfc \ucd94\uc6b4 \uae30\ud6c4\ub97c \uc81c\uacf5\ud558\uc5ec \ub370\uc774\ud130 \uc13c\ud130 \uac1c\ubc1c\uc5d0 \uc720\ub9ac\ud55c \uc870\uac74\uc744 \uac16\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uba55\uc2dc\ucf54\ub294 \ubbf8\uad6d\uacfc\uc758 \uadfc\uc811\uc131, \uc800\ub834\ud55c \ub178\ub3d9\ub825, \uadf8\ub9ac\uace0 \uc131\uc7a5\ud558\ub294 \uad6d\ub0b4 \uc2dc\uc7a5\uc744 \ubc14\ud0d5\uc73c\ub85c \uc0c8\ub85c\uc6b4 \uae30\ud68c\ub97c \ubaa8\uc0c9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc720\ub7fd: 2025\ub144 \uc2dc\uc7a5 \uc810\uc720\uc728 27.89%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ub3c5\uc77c\uc740 \uc720\ub7fd \ucd5c\ub300 \uacbd\uc81c\uad6d\uc73c\ub85c\uc11c \uac15\ub825\ud55c \uc218\uc694\ub97c \ubcf4\uc774\uba70, \ud504\ub791\ud06c\ud478\ub974\ud2b8\ub294 \uc720\ub7fd\uc758 \uc8fc\uc694 \ub370\uc774\ud130 \ud5c8\ube0c \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uc544\uc77c\ub79c\ub4dc\ub294 \ub0ae\uc740 \ubc95\uc778\uc138\uc728\uacfc \ud48d\ubd80\ud55c \uc7ac\uc0dd \uc5d0\ub108\uc9c0\ub85c \uc778\ud574 \ub370\uc774\ud130 \uc13c\ud130 \ud22c\uc790\ub97c \uc720\uce58\ud558\uace0 \uc788\uc9c0\ub9cc, \uc804\ub825\ub9dd \uc6a9\ub7c9 \ubb38\uc81c\uc5d0 \uc9c1\uba74\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc601\uad6d\uc740 \ube0c\ub809\uc2dc\ud2b8 \uc774\ud6c4\uc5d0\ub3c4 \uac15\ub825\ud55c \uae08\uc735 \uc11c\ube44\uc2a4 \ubd80\ubb38\uacfc \uae30\uc220 \ud601\uc2e0\uc744 \ubc14\ud0d5\uc73c\ub85c \uafb8\uc900\ud55c \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: 2025\ub144 22.17%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc911\uad6d\uc740 \uc815\ubd80\uc758 \uac15\ub825\ud55c \uc9c0\uc6d0\uacfc \ubc29\ub300\ud55c \uc0ac\uc6a9\uc790 \uae30\ubc18\uc744 \ubc14\ud0d5\uc73c\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc2dc\uc7a5 \uc911 \ud558\ub098\uc785\ub2c8\ub2e4. \uc778\ub3c4\ub294 \ub514\uc9c0\ud138\ud654 \uc774\ub2c8\uc154\ud2f0\ube0c\uc640 \uc80a\uc740 \uc778\uad6c \ub355\ubd84\uc5d0 \ub370\uc774\ud130 \uc18c\ube44\uac00 \uae09\uc99d\ud558\uace0 \uc788\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130 \uc13c\ud130 \ud22c\uc790\uac00 \ud65c\ubc1c\ud569\ub2c8\ub2e4. \uc77c\ubcf8\uc740 \uc5c4\uaca9\ud55c \uaddc\uc81c\uc640 \uc9c0\uc9c4 \uc704\ud5d8\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae30\uc220 \uc120\ub3c4 \uae30\uc5c5\ub4e4\uc758 \uc218\uc694\ub85c \uc778\ud574 \uc548\uc815\uc801\uc778 \uc131\uc7a5\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud638\uc8fc\ub294 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \ucc44\ud0dd \uc99d\uac00\uc640 \ud574\uc800 \ucf00\uc774\ube14 \uc5f0\uacb0\uc131 \uac1c\uc120\uc73c\ub85c \uc2dc\uc7a5\uc774 \ud655\ub300\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   \ub0a8\ubbf8, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74(LAMEA): 2025\ub144 11.80%\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ube0c\ub77c\uc9c8\uc740 \ub0a8\ubbf8\uc5d0\uc11c \uac00\uc7a5 \ud070 \uc2dc\uc7a5\uc73c\ub85c, \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\uc640 \uc804\uc790\uc0c1\uac70\ub798\uc758 \uc131\uc7a5\uc774 \uc8fc\uc694 \ub3d9\ub825\uc785\ub2c8\ub2e4. \uc911\ub3d9\uc740 \uc815\ubd80\uc758 \ub514\uc9c0\ud138 \uc804\ud658 \uc815\ucc45\uacfc \uc11d\uc720 \uc758\uc874\ub3c4 \uac10\uc18c \ub178\ub825\uc5d0 \ud798\uc785\uc5b4 \ub370\uc774\ud130 \uc13c\ud130 \ud22c\uc790\uac00 \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 UAE\uc640 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544\uac00 \uc120\ub450\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc544\ud504\ub9ac\uce74\ub294 \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc774\uc9c0\ub9cc, \ubaa8\ubc14\uc77c \uc778\ud130\ub137 \ubcf4\uae09\ub960 \uc99d\uac00\uc640 \uc80a\uc740 \uc778\uad6c\uce35\uc744 \ubc14\ud0d5\uc73c\ub85c \uc7a0\uc7ac\ub825\uc774 \ub9e4\uc6b0 \ud07d\ub2c8\ub2e4. \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d\uacfc \ucf00\ub0d0\uac00 \uc8fc\uc694 \uc2dc\uc7a5\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>\uc2dc\uc7a5\uc740 \uace0\ub3c4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc788\uc73c\uba70, \uc8fc\uc694 \uc5c5\uccb4\ub4e4\uc740 \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \ud655\ubcf4\ud558\uae30 \uc704\ud574 \uc9c0\uc18d\uc801\uc73c\ub85c \ud601\uc2e0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uacbd\uc7c1 \uc804\ub7b5\uc73c\ub85c\ub294 \uc2e0\uae30\uc220 \uac1c\ubc1c, \uc804\ub7b5\uc801 \ud30c\ud2b8\ub108\uc2ed, \uc778\uc218 \ud569\ubcd1, \uadf8\ub9ac\uace0 \uae00\ub85c\ubc8c \ud655\uc7a5 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\uc694 \uc2dc\uc7a5 \ucc38\uc5ec\uc790\ub4e4\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4.<\/p>\n<p>*   Amazon Web Services (AWS)<br \/>\n*   Microsoft Azure<br \/>\n*   Google Cloud Platform<br \/>\n*   IBM<br \/>\n*   Oracle<br \/>\n*   Alibaba Cloud<br \/>\n*   Tencent Cloud<br \/>\n*   Digital Realty<br \/>\n*   Equinix<br \/>\n*   NTT Communications<br \/>\n*   CyrusOne<br \/>\n*   QTS Realty Trust<br \/>\n*   Vantage Data Centers<br \/>\n*   Global Switch<br \/>\n*   China Telecom<br \/>\n*   China Unicom<\/p>\n<p>\uc774\ub4e4 \uae30\uc5c5\uc740 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4, \ucf54\ub85c\ucf00\uc774\uc158, \ub9e4\ub2c8\uc9c0\ub4dc \uc11c\ube44\uc2a4 \ub4f1 \ub2e4\uc591\ud55c \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud558\uba70, \ud2b9\uc815 \uc0b0\uc5c5 \ubd84\uc57c\ub098 \uc9c0\uc5ed\uc5d0 \ud2b9\ud654\ub41c \uc11c\ube44\uc2a4\ub97c \ud1b5\ud574 \uacbd\uc7c1 \uc6b0\uc704\ub97c \ud655\ubcf4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud2b9\ud788 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc \uc81c\uacf5\uc5c5\uccb4\ub4e4\uc740 \uc790\uccb4 \ub370\uc774\ud130 \uc13c\ud130 \uc778\ud504\ub77c\ub97c \ud655\uc7a5\ud558\ub294 \ub3d9\uc2dc\uc5d0, \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ud074\ub77c\uc6b0\ub4dc \uc194\ub8e8\uc158 \uac1c\ubc1c\uc5d0 \uc801\uadf9\uc801\uc73c\ub85c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uacb0\ub860 \ubc0f \uc804\ub9dd<\/p>\n<p>\ub370\uc774\ud130 \uc13c\ud130 \uc2dc\uc7a5\uc740 \ub514\uc9c0\ud138 \uc804\ud658 \uac00\uc18d\ud654, \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \ubc0f \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc758 \ud655\uc0b0, \uadf8\ub9ac\uace0 AI \ubc0f IoT \uae30\uc220\uc758 \ubc1c\uc804\uc73c\ub85c \uc778\ud574 \ud5a5\ud6c4 \uba87 \ub144\uac04 \uafb8\uc900\ud788 \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ud2b9\ud788 \uc9c0\uc18d \uac00\ub2a5\uc131, \uc5d0\ub108\uc9c0 \ud6a8\uc728\uc131, \uadf8\ub9ac\uace0 \ubcf4\uc548\uc740 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub3d9\uc778\uc73c\ub85c \uc791\uc6a9\ud560 \uac83\uc785\ub2c8\ub2e4. \uae30\uc5c5\ub4e4\uc740 \ub370\uc774\ud130 \uc13c\ud130 \uc778\ud504\ub77c\ub97c \ucd5c\uc801\ud654\ud558\uace0, \uc720\uc5f0\ud558\uba70 \ud655\uc7a5 \uac00\ub2a5\ud55c \uc194\ub8e8\uc158\uc744 \ucc44\ud0dd\ud558\uc5ec \ubcc0\ud654\ud558\ub294 \ube44\uc988\ub2c8\uc2a4 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\uc751\ud574\uc57c \ud560 \uac83\uc785\ub2c8\ub2e4. \uc9c0\uc5ed\ubcc4\ub85c\ub294 \ubd81\ubbf8\uc640 \uc720\ub7fd\uc774 \uc5ec\uc804\ud788 \uc8fc\uc694 \uc2dc\uc7a5\uc744 \uc720\uc9c0\ud558\uaca0\uc9c0\ub9cc, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc758 \uc131\uc7a5\uc774 \ub450\ub4dc\ub7ec\uc9c8 \uac83\uc73c\ub85c \ubcf4\uc774\uba70, LAMEA \uc9c0\uc5ed \ub610\ud55c \ub192\uc740 \uc7a0\uc7ac\ub825\uc744 \uac00\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubc18\uc801\uc73c\ub85c \ub370\uc774\ud130 \uc13c\ud130 \uc2dc\uc7a5\uc740 \uae30\uc220 \ud601\uc2e0\uacfc \uc778\ud504\ub77c \ud655\uc7a5\uc744 \ud1b5\ud574 \ub514\uc9c0\ud138 \uacbd\uc81c\uc758 \ud575\uc2ec \ub3d9\ub9e5 \uc5ed\ud560\uc744 \uacc4\uc18d\ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\uc774 \ubcf4\uace0\uc11c\ub294 \ub370\uc774\ud130 \uc13c\ud130, \ud074\ub77c\uc6b0\ub4dc \uc2dc\uc2a4\ud15c, \ub124\ud2b8\uc6cc\ud0b9 \ub3c4\uad6c \ubc0f \ud1b5\uc2e0 \uae30\uc220\uc744 \ud3ec\uad04\ud558\ub294 \uae00\ub85c\ubc8c \ub514\uc9c0\ud138 \uc778\ud504\ub77c \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ubcf8 \uc5f0\uad6c\ub294 \uba85\ud655\ud55c \uc2dc\uc7a5 \uc815\uc758\uc640 \uac00\uc815\uc744 \ubc14\ud0d5\uc73c\ub85c \uc5c4\uaca9\ud55c \ubc29\ubc95\ub860\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc758 \ubc94\uc704, \uc8fc\uc694 \uc131\uc7a5 \ub3d9\uc778, \uc81c\uc57d \uc694\uc778 \ubc0f \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\ub97c \ucd94\uc801\ud558\uba70, COVID-19 \ubc0f \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc758 \uc804\ubc18\uc801\uc778 \uc601\ud5a5\uc744 \ud3c9\uac00\ud569\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uac1c\uc694, \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\uc744 \ud3ec\ud568\ud558\ub294 \uad11\ubc94\uc704\ud55c \uc2dc\uc7a5 \ud658\uacbd\uc744 \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \uc2dc\uc7a5 \ub3d9\uc778\uc73c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc0f \uc5e3\uc9c0 \ub370\uc774\ud130 \uc13c\ud130\uc758 \ud655\uc0b0, \ubaa8\ub4e0 \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \ud074\ub77c\uc6b0\ub4dc \ubc0f \ud558\uc774\ube0c\ub9ac\ub4dc \ud074\ub77c\uc6b0\ub4dc \ub3c4\uc785 \uac00\uc18d\ud654, 5G \ubc0f \uad11\uc12c\uc720 \uad6c\ucd95\uc73c\ub85c \uc778\ud55c \ub300\uc5ed\ud3ed \uc218\uc694 \uc99d\uac00, AI\/ML \uc6cc\ud06c\ub85c\ub4dc \uc99d\uac00\uc5d0 \ub530\ub978 \ud2b9\uc218 \ucef4\ud4e8\ud305 \uc218\uc694, \uc804\ub825\ub9dd \uc81c\uc57d \uc9c0\uc5ed\uc5d0\uc11c\uc758 \ubaa8\ub4c8\ud615 \ub9c8\uc774\ud06c\ub85c \ub370\uc774\ud130 \uc13c\ud130 \ub3c4\uc785 \uac00\uc18d\ud654, \uadf8\ub9ac\uace0 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc(Sovereign-cloud) \uc758\ubb34\ud654\uc5d0 \ub530\ub978 \uc9c0\uc5ed\ubcc4 \uad6c\ucd95 \ud655\ub300 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubc18\uba74, \uc2dc\uc7a5\uc758 \uc8fc\uc694 \uc81c\uc57d \uc694\uc778\uc73c\ub85c\ub294 \uc5d0\ub108\uc9c0 \ubc0f \ubb3c \uc0ac\uc6a9\ub7c9 \uc99d\uac00\uc5d0 \ub530\ub978 \uc81c\uc57d \uc2ec\ud654, \ub370\uc774\ud130 \ud504\ub77c\uc774\ubc84\uc2dc \ubc0f \uad6d\uacbd \uac04 \uaddc\uc81c \uc900\uc218 \ubcf5\uc7a1\uc131, 2\ucc28 \ub3c4\uc2dc\uc5d0\uc11c\uc758 \uce90\ub9ac\uc5b4 \uc911\ub9bd \ucf54\ub85c\ucf00\uc774\uc158 \ubd80\uc871, \uadf8\ub9ac\uace0 GPU \uacf5\uae09\ub9dd\uc758 \ubcc0\ub3d9\uc131\uacfc \ud76c\ud1a0\ub958 \uc758\uc874\uc131 \ub4f1\uc774 \uc9c0\uc801\ub429\ub2c8\ub2e4. \ud2b9\ud788, \uc5d0\ub108\uc9c0 \ubc0f \ubb3c \uc81c\uc57d\uc740 \ub354\ube14\ub9b0, \uc2f1\uac00\ud3ec\ub974, \ubd81\ubd80 \ubc84\uc9c0\ub2c8\uc544 \ub4f1\uc9c0\uc5d0\uc11c \uc774\ubbf8 \uc0c8\ub85c\uc6b4 \uc0c1\ud638 \uc5f0\uacb0\uc744 \uc9c0\uc5f0\uc2dc\ud0a4\uace0 \ubd80\uc9c0 \uc2b9\uc778\uc744 \uc81c\ud55c\ud558\ub294 \ub4f1 \ub2e8\uae30\uc801\uc778 \uc6a9\ub7c9 \uc99d\uc124\uc5d0 \uac00\uc7a5 \ud070 \uc704\ud611\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21\uc740 \ubc30\ud3ec \ubaa8\ub378(\uc628\ud504\ub808\ubbf8\uc2a4, \ucf54\ub85c\ucf00\uc774\uc158, \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc IaaS, \ud558\uc774\ube0c\ub9ac\ub4dc\/\uba40\ud2f0 \ud074\ub77c\uc6b0\ub4dc, \uc5e3\uc9c0\/\ud30c \uc5e3\uc9c0), \uc778\ud504\ub77c \uacc4\uce35(\ub370\uc774\ud130 \uc13c\ud130 \uc2dc\uc124, \ub124\ud2b8\uc6cc\ud06c \uc5f0\uacb0\uc131, \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0, AI \uac00\uc18d\uae30 \ubc0f \ud2b9\uc218 \uce69, \uc778\ud504\ub77c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ubc0f \uad00\ub9ac \ub4f1), \uae30\uc5c5 \uaddc\ubaa8(\uc911\uc18c\uae30\uc5c5, \ub300\uae30\uc5c5), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(IT \ubc0f \ud1b5\uc2e0, BFSI, \uc18c\ub9e4 \ubc0f \uc804\uc790\uc0c1\uac70\ub798, \uc81c\uc870 \ubc0f \uc0b0\uc5c5, \ud5ec\uc2a4\ucf00\uc5b4 \ubc0f \uc0dd\uba85 \uacfc\ud559, \uc815\ubd80 \ubc0f \uad6d\ubc29, \uc5d0\ub108\uc9c0 \ubc0f \uc720\ud2f8\ub9ac\ud2f0, \ubbf8\ub514\uc5b4 \ubc0f \uc5d4\ud130\ud14c\uc778\uba3c\ud2b8 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9 \ubc0f \uc544\ud504\ub9ac\uce74)\ubcc4\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>\uc8fc\uc694 \ubd84\uc11d \uacb0\uacfc\uc5d0 \ub530\ub974\uba74, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc0ac\uc5c5\uc790\ub4e4\uc740 2025\ub144\uc5d0 2,150\uc5b5 \ub2ec\ub7ec \uc774\uc0c1\uc744 \ud22c\uc790\ud558\uba70 \ub450 \uc790\ub9bf\uc218 \uc5f0\uac04 \ud655\uc7a5\uc744 \uc9c0\uc18d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. \ubc30\ud3ec \ubaa8\ub378 \uc911\uc5d0\uc11c\ub294 \uc5e3\uc9c0 \ubc0f \ud30c \uc5e3\uc9c0 \uc124\uce58\uac00 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 23.70%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uc5ec \uc911\uc559 \uc9d1\uc911\uc2dd \uad6c\ucd95\uc744 \ub2a5\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc2e0\uae30\uc220 \ubd80\ubb38\uc5d0\uc11c\ub294 AI \uac00\uc18d\uae30 \ubc0f \ud2b9\uc218 \uce69\uc774 \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58 \ucc44\ud0dd \uac00\uc18d\ud654\uc5d0 \ud798\uc785\uc5b4 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 29.40%\uc758 \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub429\ub2c8\ub2e4.<\/p>\n<p>\uacbd\uc7c1 \ud658\uacbd \ubd84\uc11d\uc740 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\ub4e4\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d \ubc0f Amazon Web Services, Microsoft, Google, Alibaba Cloud, Huawei, Cisco, IBM, Oracle, Equinix, Digital Realty Trust, Schneider Electric, Vertiv, NVIDIA \ub4f1 20\uac1c \uc8fc\uc694 \uae30\uc5c5\uc758 \uc0c1\uc138 \ud504\ub85c\ud544\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \ubcf4\uace0\uc11c\ub294 \ub610\ud55c \uc2dc\uc7a5 \uae30\ud68c\uc640 \ubbf8\ub798 \uc804\ub9dd, \ud2b9\ud788 \ubbf8\uac1c\ucc99 \uc601\uc5ed \ubc0f \ucda9\uc871\ub418\uc9c0 \uc54a\uc740 \uc694\uad6c \uc0ac\ud56d\uc5d0 \ub300\ud55c \ud3c9\uac00\ub97c \uc81c\uacf5\ud558\uc5ec \uc804\ub7b5\uc801 \uc758\uc0ac \uacb0\uc815\uc5d0 \ud544\uc694\ud55c \ud1b5\ucc30\ub825\uc744 \uc81c\uacf5\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-53202","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\/53202"}],"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=53202"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/53202\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=53202"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=53202"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=53202"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}