{"id":58441,"date":"2026-02-26T09:03:03","date_gmt":"2026-02-26T09:03:03","guid":{"rendered":"https:\/\/www.globalresearch.co.kr\/insight\/composable-infrastructure-market-mordor\/"},"modified":"2026-09-18T17:04:15","modified_gmt":"2026-09-18T08:04:15","slug":"composable-infrastructure-market-mordor","status":"publish","type":"post","link":"https:\/\/www.globalresearch.co.kr\/insight\/composable-infrastructure-market-mordor\/","title":{"rendered":"\uc138\uacc4\uc758 \uad6c\uc131 \uac00\ub2a5\ud55c \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\/composable-infrastructure-market-1768919913202-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\/composable-infrastructure-market-size-image-1772023034314.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \uc11c\ub860<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \uc5f0\uad6c \uac00\uc815 \ubc0f \uc2dc\uc7a5 \uc815\uc758<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \uc5f0\uad6c \ubc94\uc704<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \uc5f0\uad6c \ubc29\ubc95\ub860<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \uc694\uc57d<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \uc2dc\uc7a5 \ub3d9\ud5a5<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \uc2dc\uc7a5 \uac1c\uc694<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \uc2dc\uc7a5 \ub3d9\uc778<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 AI \ubc0f ML GPU \ud480\ub9c1 \uc218\uc694<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \ubc0f \ub9c8\uc774\ud06c\ub85c \uc11c\ube44\uc2a4 \ud655\uc7a5\uc131 \uc694\uad6c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \ub370\uc774\ud130 \uc13c\ud130 \ud1b5\ud569 \ubc0f CapEx \ucd5c\uc801\ud654<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ubc30\ud3ec \uac00\uc18d\ud654<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 CXL \uc9c0\uc6d0 \uba54\ubaa8\ub9ac \uad6c\uc131 \uac00\ub2a5\uc131<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \uc628\ud504\ub808\ubbf8\uc2a4 \uad6c\ucd95\uc744 \ucd09\uc9c4\ud558\ub294 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \uaddc\uc815 \uc900\uc218<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \uc2dc\uc7a5 \uc81c\uc57d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \ub808\uac70\uc2dc \ud1b5\ud569 \ubcf5\uc7a1\uc131<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \ub192\uc740 \ucd08\uae30 CapEx \ubc0f \ubca4\ub354 \uc885\uc18d\uc131<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 PCIe Gen5 \uc2a4\uc704\uce58 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \uc81c\ud55c\ub41c \uc601\uad6c \uba54\ubaa8\ub9ac \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uae30\uc220<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \uc0b0\uc5c5 \uac00\uce58 \uc0ac\uc2ac \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \uaddc\uc81c \ud658\uacbd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \uae30\uc220 \uc804\ub9dd<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \ud3ec\ud130\uc758 5\uac00\uc9c0 \uacbd\uc7c1 \uc694\uc778 \ubd84\uc11d<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \uc2e0\uaddc \uc9c4\uc785\uc790\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \uacf5\uae09\uc5c5\uccb4\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \uad6c\ub9e4\uc790\uc758 \uad50\uc12d\ub825<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \ub300\uccb4\uc7ac\uc758 \uc704\ud611<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \uacbd\uc7c1 \uac15\ub3c4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 \uac70\uc2dc \uacbd\uc81c \uc694\uc778\uc774 \uc2dc\uc7a5\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \uc2dc\uc7a5 \uaddc\ubaa8 \ubc0f \uc131\uc7a5 \uc608\uce21 (\uac00\uce58)<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \uad6c\uc131 \uc694\uc18c\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \ud558\ub4dc\uc6e8\uc5b4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \uc18c\ud504\ud2b8\uc6e8\uc5b4<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \ubc30\ud3ec \ubaa8\ub378\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \uc628\ud504\ub808\ubbf8\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \ud074\ub77c\uc6b0\ub4dc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \uc870\uc9c1 \uaddc\ubaa8\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \ub300\uae30\uc5c5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \uc911\uc18c\uae30\uc5c5 (SMEs)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 IT \ubc0f \ud1b5\uc2e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 BFSI<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \ud5ec\uc2a4\ucf00\uc5b4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \uc0b0\uc5c5 \uc81c\uc870<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \uc815\ubd80 \ubc0f \uacf5\uacf5 \ubd80\ubb38<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.6 \uae30\ud0c0 \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \/ \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 AI \ubc0f ML \ubc0f HPC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 DevOps \ubc0f CI\/CD<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ubc0f \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 VDI \ubc0f \ud074\ub77c\uc6b0\ub4dc \uac8c\uc784<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \uae30\ud0c0 \uc6cc\ud06c\ub85c\ub4dc<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.6 \uc9c0\uc5ed\ubcc4<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.6.1 \ubd81\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.1 \ubbf8\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.2 \uce90\ub098\ub2e4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.1.3 \uba55\uc2dc\ucf54<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.2 \ub0a8\ubbf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.1 \ube0c\ub77c\uc9c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.2 \uc544\ub974\ud5e8\ud2f0\ub098<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.2.3 \ub0a8\ubbf8 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.3 \uc720\ub7fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.1 \uc601\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.2 \ub3c5\uc77c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.3 \ud504\ub791\uc2a4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.4 \uc774\ud0c8\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.5 \uc2a4\ud398\uc778<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.6 \ub7ec\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.3.7 \uc720\ub7fd \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.4 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.1 \uc911\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.2 \uc778\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.3 \uc77c\ubcf8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.4 \ub300\ud55c\ubbfc\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.5 \ud638\uc8fc<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.6 \ub3d9\ub0a8\uc544\uc2dc\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.4.7 \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.5 \uc911\ub3d9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.1 \uc544\ub78d\uc5d0\ubbf8\ub9ac\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.2 \uc0ac\uc6b0\ub514\uc544\ub77c\ube44\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.3 \ud280\ub974\ud0a4\uc608<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.5.4 \uc911\ub3d9 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.6 \uc544\ud504\ub9ac\uce74<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.1 \ub0a8\uc544\ud504\ub9ac\uce74 \uacf5\ud654\uad6d<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.2 \ub098\uc774\uc9c0\ub9ac\uc544<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.3 \uc774\uc9d1\ud2b8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.6.6.4 \uc544\ud504\ub9ac\uce74 \uae30\ud0c0 \uc9c0\uc5ed<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \uae30\uc5c5 \ud504\ub85c\ud544 (\uae00\ub85c\ubc8c \uc218\uc900 \uac1c\uc694, \uc2dc\uc7a5 \uc218\uc900 \uac1c\uc694, \ud575\uc2ec \ubd80\ubb38, \uc7ac\ubb34 \uc815\ubcf4(\uc0ac\uc6a9 \uac00\ub2a5\ud55c \uacbd\uc6b0), \uc804\ub7b5 \uc815\ubcf4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc21c\uc704\/\uc810\uc720\uc728, \uc81c\ud488 \ubc0f \uc11c\ube44\uc2a4, \ucd5c\uadfc \uac1c\ubc1c \ud3ec\ud568)<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Hewlett Packard Enterprise Co.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Dell Technologies Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Cisco Systems Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Lenovo Group Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 NetApp Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 Nutanix Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Western Digital Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Juniper Networks Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 GigaIO Networks Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 One Stop Systems Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Liqid Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 IBM Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Microsoft Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Huawei Technologies Co. Ltd.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Nvidia Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Inspur Group<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 Super Micro Computer Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 Marvell Technology Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Seagate Technology Holdings plc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 Atos SE<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 Broadcom Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.22 Quanta Cloud Technology (QCT)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.23 Ampere Computing LLC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.24 DriveScale Inc.<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c \uc2dc\uc7a5 \uaddc\ubaa8, \ub3d9\ud5a5, \uc608\uce21 \ubc0f \uc131\uc7a5 \ub3d9\ub825 (2031\ub144) \uc0c1\uc138 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \uc804\ub9dd<\/p>\n<p>\ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 2026\ub144 98\uc5b5 9\ucc9c\ub9cc \ub2ec\ub7ec \uaddc\ubaa8\uc5d0\uc11c 2031\ub144\uae4c\uc9c0 218\uc5b5 7\ucc9c\ub9cc \ub2ec\ub7ec\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub418\uba70, \uc608\uce21 \uae30\uac04 \ub3d9\uc548 \uc5f0\ud3c9\uade0 17.21%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc77c \uc804\ub9dd\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uae30\uc5c5\ub4e4\uc774 \ubaa8\ub180\ub9ac\uc2dd \ub370\uc774\ud130\uc13c\ud130 \uc2a4\ud0dd\uc5d0\uc11c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc815\uc758 \ub9ac\uc18c\uc2a4 \ud480\ub85c \uc804\ud658\ud558\ub294 \ucd94\uc138\uc5d0 \ud798\uc785\uc740 \ubc14\uac00 \ud07d\ub2c8\ub2e4. \uc6cc\ud06c\ub85c\ub4dc \ub2e4\uac01\ud654, \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc(sovereign-cloud) \uc758\ubb34\ud654, \uadf8\ub9ac\uace0 \uc0dd\uc131\ud615 \uc778\uacf5\uc9c0\ub2a5(AI) \ud6c8\ub828\uc758 \uae09\uc99d\uc774 \uc2dc\uc7a5 \uc131\uc7a5\uc758 \uc8fc\uc694 \ub3d9\ub825\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc120\ub3c4\uc801\uc778 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\ub4e4\uc740 \uc774\uc81c Compute Express Link(CXL) \uae30\ubc18 \uba54\ubaa8\ub9ac \ud328\ube0c\ub9ad\uc744 \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc \uc778\uc2a4\ud134\uc2a4\uc5d0 \ub0b4\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \ub370\uc774\ud130 \uc0c1\uc8fc \ub610\ub294 \ub0ae\uc740 \uc9c0\uc5f0 \uc2dc\uac04 \uc694\uad6c\uc0ac\ud56d\uc774 \uc788\ub294 \uc0b0\uc5c5\uc5d0\uc11c\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\uac00 \uc5ec\uc804\ud788 \uc911\uc694\ud569\ub2c8\ub2e4. \uc9c0\ucd9c\uc758 \ub300\ubd80\ubd84\uc740 \ud558\ub4dc\uc6e8\uc5b4 \ubd80\ubb38\uc774 \ucc28\uc9c0\ud558\uace0 \uc788\uc9c0\ub9cc, \ud328\ube0c\ub9ad \uc778\ud154\ub9ac\uc804\uc2a4\uac00 \ucf54\ub4dc\ub85c \ud1b5\ud569\ub418\uba74\uc11c \uc774\uae30\uc885 \uc11c\ubc84\uc758 \ud1b5\ud569 \uc7a5\ubcbd\uc774 \ub0ae\uc544\uc9d0\uc5d0 \ub530\ub77c \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc758 \uc131\uc7a5\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. PCIe Gen5 \ubc0f CXL \uc2a4\uc704\uce58 \ud328\ube0c\ub9ad\uc744 \uc804\ubb38\uc73c\ub85c \ud558\ub294 \uc2a4\ud0c0\ud2b8\uc5c5\ub4e4\uc740 \ub799 \uc2a4\ucf00\uc77c(rack scale)\uc5d0\uc11c\uc758 GPU \ubc0f \uba54\ubaa8\ub9ac \ud480\ub9c1 \ub9ac\ub4dc \ud0c0\uc784\uc744 \ub2e8\ucd95\ud558\uba70 \uacbd\uc7c1 \uc5ed\ud559\uc744 \uc2ec\ud654\uc2dc\ud0a4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ucca8\ub2e8 \uc2a4\uc704\uce6d ASIC\uc758 \uacf5\uae09\ub9dd \uc911\ub2e8\uacfc \ub808\uac70\uc2dc \uac00\uc0c1 \uba38\uc2e0 \ud658\uacbd\uc744 \uac1c\uc870\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc6b4\uc601 \ub178\ub825\uc740 \uc804\ubc18\uc801\uc778 \uc131\uc7a5 \uada4\ub3c4\ub97c \ub2a6\ucd94\ub294 \uc694\uc778\uc73c\ub85c \uc791\uc6a9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7fc\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uae08\uc735 \uc11c\ube44\uc2a4, \ud1b5\uc2e0, \ud5ec\uc2a4\ucf00\uc5b4 \ubd80\ubb38\uc758 \ub9c9\ub300\ud55c \ud22c\uc790\uac00 \uc774\ub7ec\ud55c \uc81c\uc57d \uc694\uc778\ub4e4\uc744 \uc0c1\uc1c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>2. \uc8fc\uc694 \ubcf4\uace0\uc11c \uc694\uc57d<\/p>\n<p>*   \uad6c\uc131 \uc694\uc18c\ubcc4: 2025\ub144 \ub9e4\ucd9c\uc758 63.51%\ub97c \ud558\ub4dc\uc6e8\uc5b4\uac00 \ucc28\uc9c0\ud588\uc73c\uba70, \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 19.87%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \ubaa8\ub378\ubcc4: 2025\ub144 \ub9e4\ucd9c\uc758 71.63%\ub97c \uc628\ud504\ub808\ubbf8\uc2a4\uac00 \ucc28\uc9c0\ud588\uc73c\uba70, \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \uc194\ub8e8\uc158\uc740 \uc5f0\ud3c9\uade0 19.97%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \ubcf4\uc774\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc870\uc9c1 \uaddc\ubaa8\ubcc4: 2025\ub144 \ub9e4\ucd9c\uc758 68.74%\ub97c \ub300\uae30\uc5c5\uc774 \ucc28\uc9c0\ud588\uc73c\uba70, \uc911\uc18c\uae30\uc5c5\uc740 \uc5f0\ud3c9\uade0 20.19%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: 2025\ub144 IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc774 32.18%\uc758 \ub9e4\ucd9c \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud588\uc73c\uba70, \ud5ec\uc2a4\ucf00\uc5b4 \ubd80\ubb38\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 18.14%\ub85c \uac00\uc7a5 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubc0f \uc6cc\ud06c\ub85c\ub4dc \uc720\ud615\ubcc4: AI \ubc0f ML, HPC \uc6cc\ud06c\ub85c\ub4dc\uac00 2025\ub144 \ub9e4\ucd9c\uc758 46.92%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5f0\ud3c9\uade0 18.19%\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4: 2025\ub144 \ubd81\ubbf8\uac00 38.54%\uc758 \uc810\uc720\uc728\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc73c\uba70, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591 \uc9c0\uc5ed\uc740 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 18.96%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc774 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \ub3d9\uc778 (Drivers)<\/p>\n<p>*   AI \ubc0f ML GPU \ud480\ub9c1 \uc218\uc694 (CAGR \uc601\ud5a5 +4.2%): \uc0dd\uc131\ud615 AI \ud6c8\ub828\uc740 GPU \ud074\ub7ec\uc2a4\ud130\ub97c \uc7a5\uc2dc\uac04 \ud3ec\ud654\uc2dc\ud0a4\uace0 \uc774\ud6c4 \uc720\ud734 \uc0c1\ud0dc\ub85c \ub450\uc5b4 \uace0\uc815 \uc11c\ubc84\uc758 \uac00\uc18d\uae30 \uc6a9\ub7c9 40-60%\ub97c \ubbf8\uc0ac\uc6a9 \uc0c1\ud0dc\ub85c \ub9cc\ub4ed\ub2c8\ub2e4. \ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c\ub294 PCIe Gen5 \ub610\ub294 CXL \ud328\ube0c\ub9ad\uc744 \ud1b5\ud574 GPU\ub97c \ud638\uc2a4\ud2b8\uc5d0\uc11c \ubd84\ub9ac\ud558\uc5ec 500\ub098\ub178\ucd08 \ubbf8\ub9cc\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc744 \uc720\uc9c0\ud569\ub2c8\ub2e4. Liqid \uace0\uac1d\ub4e4\uc740 4\uc2dc\uac04\ub9c8\ub2e4 \uac00\uc18d\uae30\ub97c \uc7ac\ud560\ub2f9\ud558\uc5ec GPU \ud65c\uc6a9\ub960\uc744 85%\uae4c\uc9c0 \ub192\uc600\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. ISO\/IEC 23009 \uc0c1\ud638 \uc6b4\uc6a9\uc131 \uc9c0\uce68\uc740 \uac1c\ubc29\ud615 API\ub97c \uc7a5\ub824\ud558\uc5ec \ubca4\ub354 \uc885\uc18d \uc704\ud5d8\uc744 \uc644\ud654\ud569\ub2c8\ub2e4.<br \/>\n*   \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \ubc0f \ub9c8\uc774\ud06c\ub85c \uc11c\ube44\uc2a4 \ud655\uc7a5\uc131 \uc694\uad6c (CAGR \uc601\ud5a5 +3.1%): Kubernetes \ud074\ub7ec\uc2a4\ud130\ub294 \uc608\uce21 \ubd88\uac00\ub2a5\ud55c \ucef4\ud4e8\ud305, \uba54\ubaa8\ub9ac, NVMe \uc218\uc694\ub97c \uc720\ubc1c\ud558\uba70, \uae30\uc874 \uc5b4\ud50c\ub77c\uc774\uc5b8\uc2a4\ub294 \uc774\ub97c \uacfc\ub3c4\ud558\uac8c \ud504\ub85c\ube44\uc800\ub2dd\ud569\ub2c8\ub2e4. \ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c\ub294 \ucee8\ud14c\uc774\ub108 \uc2a4\ud1a0\ub9ac\uc9c0 \uc778\ud130\ud398\uc774\uc2a4(CSI) \ud6c5\uc744 \ud1b5\ud574 \ud480\ub9c1\ub41c \ud328\ube0c\ub9ad\uc5d0\uc11c \ucd94\uac00 CPU, DRAM \ub610\ub294 \uc2a4\ud1a0\ub9ac\uc9c0\ub97c \uba87 \ucd08 \ub9cc\uc5d0 \uc5f0\uacb0\ud558\uc5ec \ud30c\ub4dc \uc2a4\ucf00\uc904\ub9c1 \uae09\uc99d\uc5d0 \ub300\uc751\ud569\ub2c8\ub2e4. Red Hat OpenShift 4.15\ub294 2025\ub144\uc5d0 \ub124\uc774\ud2f0\ube0c \ucef4\ud3ec\uc800\ube14 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc31\uc5d4\ub4dc\ub97c \ub3c4\uc785\ud588\uc73c\uba70, Cisco Intersight\ub294 VMware Tanzu \ub610\ub294 Amazon EKS\uac00 \ucd94\uac00 \ud30c\ub4dc\ub97c \uc2dc\uc791\ud560 \ub54c \ud328\ube0c\ub9ad \ud504\ub85c\ube44\uc800\ub2dd\uc744 \uc790\ub3d9\ud654\ud558\uc5ec \ud504\ub85c\ube44\uc800\ub2dd \uc2dc\uac04\uc744 \uba87 \uc2dc\uac04\uc5d0\uc11c \uba87 \ucd08\ub85c \ub2e8\ucd95\ud569\ub2c8\ub2e4.<br \/>\n*   \ub370\uc774\ud130\uc13c\ud130 \ud1b5\ud569 \ubc0f CapEx \ucd5c\uc801\ud654 (CAGR \uc601\ud5a5 +2.8%): \uc9c0\uc5ed\uc801\uc73c\ub85c \ubd84\uc0b0\ub41c \uc11c\ubc84 \ud31c\uc5d0\uc11c \uace0\ubc00\ub3c4 \ucef4\ud3ec\uc800\ube14 \ud074\ub7ec\uc2a4\ud130\ub85c \uc804\ud658\ud558\ub294 \uae30\uc5c5\ub4e4\uc740 \uacf5\uac04\uacfc \uc5d0\ub108\uc9c0 \uc608\uc0b0\uc744 \uc808\uac10\ud569\ub2c8\ub2e4. Fortune 500 \uae30\uc5c5\ub4e4\uc740 \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f GPU \ud655\uc7a5 \uc100\uc2dc\ub97c \uacf5\uc720 \ud480\ub85c \uc774\ub3d9\ud55c \ud6c4 \ubb3c\ub9ac\uc801 \uacf5\uac04\uc744 40% \uc904\uc600\ub2e4\uace0 \ubcf4\uace0\ud588\uc2b5\ub2c8\ub2e4. HPE GreenLake \ubc0f Dell APEX\uc758 \uc18c\ube44 \uae30\ubc18 \uacfc\uae08\uc740 \uc790\ubcf8 \uc9c0\ucd9c(CapEx)\uc744 \uc0ac\uc6a9\ub7c9 \uae30\ubc18 \uc6b4\uc601 \uc9c0\ucd9c(OpEx)\ub85c \uc804\ud658\ud558\uc5ec CFO\ub4e4\uc5d0\uac8c \ud070 \ub9e4\ub825\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<br \/>\n*   CXL \uae30\ubc18 \uba54\ubaa8\ub9ac \ucef4\ud3ec\uc800\ube4c\ub9ac\ud2f0 (CAGR \uc601\ud5a5 +2.3%): Compute Express Link 3.1\uc740 \ucd5c\ub300 4,096\uac1c\uc758 \uc7a5\uce58\uac00 \ub2e8\uc77c \uba54\ubaa8\ub9ac \ub124\uc784\uc2a4\ud398\uc774\uc2a4\ub97c \uacf5\uc720\ud560 \uc218 \uc788\ub294 \ub2e4\ub2e8\uacc4 \uc2a4\uc704\uce6d\uc744 \ub3c4\uc785\ud588\uc2b5\ub2c8\ub2e4. SAP HANA \uc0ac\uc6a9\uc790\ub4e4\uc740 \ub178\ub4dc\ub2f9 DRAM\uc744 \uc804\uc6a9\uc73c\ub85c \ud560\ub2f9\ud558\ub294 \ub300\uc2e0 8TB \ud480\uc744 \ud65c\uc6a9\ud558\uc5ec \uac12\ube44\uc2fc \uacfc\ub3c4\ud55c \ud504\ub85c\ube44\uc800\ub2dd\uc744 \ud53c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. HPE\uc758 Cray EX\ub294 CXL \uc2a4\uc704\uce58\ub97c \ud1b5\ud569\ud558\uc5ec 200\ub098\ub178\ucd08 \ubbf8\ub9cc\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc73c\ub85c \uc6d0\uaca9 \uba54\ubaa8\ub9ac\ub97c \ub178\ucd9c\ud558\uba70, \ub178\ub4dc\ub2f9 400GB\/\ucd08\uc758 \ub300\uc5ed\ud3ed\uc744 \ub2ec\uc131\ud569\ub2c8\ub2e4.<\/p>\n<p>4. \uc2dc\uc7a5 \uc81c\uc57d (Restraints)<\/p>\n<p>*   \ub808\uac70\uc2dc \ud1b5\ud569 \ubcf5\uc7a1\uc131 (CAGR \uc601\ud5a5 -2.1%): VMware vSphere, Microsoft Hyper-V \ub610\ub294 OpenStack \ud658\uacbd\uc5d0 \uace0\ucc29\ub41c \uc870\uc9c1\uc740 \ud328\ube0c\ub9ad \uad00\ub9ac\uc790\uac00 \ud558\uc774\ud37c\ubc14\uc774\uc800 \ud638\ucd9c\uc744 PCIe \ub610\ub294 CXL \uc791\uc5c5\uc73c\ub85c \ubcc0\ud658\ud574\uc57c \ud560 \ub54c 6~12\uac1c\uc6d4\uc758 \uac1c\uc870 \uae30\uac04\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4. \uc720\ub7fd \uc124\ubb38 \uc870\uc0ac \ub370\uc774\ud130\uc5d0 \ub530\ub974\uba74 \uae30\uc5c5\uc758 62%\uac00 \ub808\uac70\uc2dc \ud638\ud658\uc131\uc744 \ucc44\ud0dd\uc758 \uc8fc\uc694 \uc7a5\ubcbd\uc73c\ub85c \uaf3d\uc558\uc2b5\ub2c8\ub2e4.<br \/>\n*   PCIe Gen5 \uc2a4\uc704\uce58 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1 (CAGR \uc601\ud5a5 -1.5%): Broadcom \ubc0f Marvell Gen5 \uc2a4\uc704\uce58 ASIC\uc758 \ub9ac\ub4dc \ud0c0\uc784\uc740 5\ub098\ub178\ubbf8\ud130 \ud339(fab) \uc0dd\uc0b0 \ub2a5\ub825\uc774 AI \uac00\uc18d\uae30 \ubc0f \ud734\ub300\ud3f0 \uce69\uc14b\uc5d0 \uc9d1\uc911\ub418\uba74\uc11c 9\uac1c\uc6d4\uc744 \ucd08\uacfc\ud569\ub2c8\ub2e4. 2025\ub144 Gen5 \uc774\ub354\ub137 \uc2a4\uc704\uce58 \ucd9c\ud558\ub7c9\uc774 \uc804\ub144 \ub300\ube44 47% \uc99d\uac00\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ubc31\ub85c\uadf8\ub294 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc0c8\ub85c\uc6b4 \ud339 \ub77c\uc778\uc740 2026\ub144 \ub9d0\uae4c\uc9c0 \ub300\ub7c9 \uc0dd\uc0b0\uc5d0 \ub3c4\ub2ec\ud558\uc9c0 \ubabb\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc5b4 \uc131\uc7a5\uc774 \ub2e4\uc18c \uc81c\ud55c\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>5. \uc138\uadf8\uba3c\ud2b8 \ubd84\uc11d<\/p>\n<p>*   \uad6c\uc131 \uc694\uc18c\ubcc4: \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158\uc758 \ubd80\uc0c1<br \/>\n    \ud558\ub4dc\uc6e8\uc5b4\ub294 PCIe \ubc0f CXL \uc2a4\uc704\uce58 \ud328\ube0c\ub9ad, \ubd84\ub9ac\ud615 \ucef4\ud4e8\ud305 \uc2ac\ub808\ub4dc, NVMe-over-Fabrics \uc5b4\ub808\uc774\ub97c \uc911\uc2ec\uc73c\ub85c 2025\ub144 \ub9e4\ucd9c\uc758 63.51%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. Hewlett Packard Enterprise\uc640 Dell Technologies\ub294 \uc0ac\uc804 \ud1b5\ud569\ub41c \ub799\uc744 \ud1b5\ud574 \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud588\uc2b5\ub2c8\ub2e4. \ubc18\uba74 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \uae30\uc5c5\ub4e4\uc774 REST \uae30\ubc18 API\ub97c \ud45c\uc900\ud654\ud558\uc5ec \uc790\ub3d9\ud654\ub41c \uc6cc\ud06c\ud50c\ub85c\uc6b0\ub97c \uad6c\ucd95\ud568\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 19.87%\ub85c \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. Liqid Command Center \ubc0f GigaIO FabreX\ub294 \uad00\ub9ac\uc790\uac00 GPU, NVMe \ub4dc\ub77c\uc774\ube0c, DRAM\uc744 \ub17c\ub9ac \uc11c\ubc84\ub85c \ub4dc\ub798\uadf8 \uc564 \ub4dc\ub86d\ud558\uc5ec Kubernetes \ub610\ub294 VMware \ud30c\uc774\ud504\ub77c\uc778\uc744 \ud1b5\ud574 \ud504\ub85c\ube44\uc800\ub2dd\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n*   \ubc30\ud3ec \ubaa8\ub378\ubcc4: \ud074\ub77c\uc6b0\ub4dc \ucef4\ud3ec\uc800\ube4c\ub9ac\ud2f0\uc758 \uac00\uc18d\ud654<br \/>\n    \uc628\ud504\ub808\ubbf8\uc2a4 \ubc30\ud3ec\ub294 \ub370\uc774\ud130 \uc8fc\uad8c \uc694\uad6c\uc0ac\ud56d\uacfc \uace0\ube48\ub3c4 \uac70\ub798 \ub610\ub294 \uad6d\ubc29 \uc6cc\ud06c\ub85c\ub4dc\uc758 \ub0ae\uc740 \uc9c0\uc5f0 \uc2dc\uac04 \uc694\uad6c\uc0ac\ud56d\uc744 \ubc18\uc601\ud558\uc5ec 2025\ub144 \ub9e4\ucd9c\uc758 71.63%\ub97c \ucc28\uc9c0\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud074\ub77c\uc6b0\ub4dc \uae30\ubc18 \ucef4\ud3ec\uc800\ube4c\ub9ac\ud2f0\ub294 \uc5f0\ud3c9\uade0 19.97%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ubd80\ubb38\uc785\ub2c8\ub2e4. Microsoft Azure\ub294 \uc778\uc2a4\ud134\uc2a4\ub2f9 \ucd5c\ub300 8TB\uc758 CXL \uacf5\uc720 \uba54\ubaa8\ub9ac\ub97c \uac16\ucd98 \ucef4\ud3ec\uc800\ube14 VM\uc744 \ubbf8\ub9ac \uc120\ubcf4\uc600\uace0, AWS EC2 P5\ub294 \ubd84 \ub2e8\uc704\ub85c \ub3d9\uc801 H100 GPU \uc5f0\uacb0\uc744 \ud5c8\uc6a9\ud569\ub2c8\ub2e4. HPE GreenLake \ubc0f Dell APEX\uc640 \uac19\uc740 \ud558\uc774\ube0c\ub9ac\ub4dc \uc18c\ube44 \ubaa8\ub378\uc740 CapEx\uc640 OpEx\uc758 \uad6c\ubd84\uc744 \ubaa8\ud638\ud558\uac8c \ud558\uc5ec \uae30\uc5c5\uc774 \ud53c\ud06c \uc2dc \ud074\ub77c\uc6b0\ub4dc \ud480\ub85c \ud655\uc7a5\ud558\uace0 \ube44\ud53c\ud06c \uc2dc \uc628\ud504\ub808\ubbf8\uc2a4 \uc0ac\uc6a9\uc744 \uc904\uc77c \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n*   \uc870\uc9c1 \uaddc\ubaa8\ubcc4: \uc911\uc18c\uae30\uc5c5\uc758 \uc18c\ube44 \ubaa8\ub378 \ucc44\ud0dd<br \/>\n    \ub300\uae30\uc5c5\uc740 AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130 \ubc0f \ub300\uaddc\ubaa8 \uc2dc\ubbac\ub808\uc774\uc158\uc5d0 \ud544\uc694\ud55c \ub799 \uc2a4\ucf00\uc77c \ud328\ube0c\ub9ad\uc5d0 \uc790\uae08\uc744 \uc9c0\uc6d0\ud558\uba70 2025\ub144 \ub9e4\ucd9c\uc758 68.74%\ub97c \ucc3d\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \uc911\uc18c\uae30\uc5c5\uc740 \uc5f0\ud3c9\uade0 20.19%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uadf8\ub8f9\uc785\ub2c8\ub2e4. Lenovo TruScale \ubc0f Dell APEX Flex on Demand\ub294 \uc778\ud504\ub77c\ub97c \uce21\uc815\ub41c \uc18c\ube44\ub7c9\uc5d0 \ub530\ub77c \uc6d4\ubcc4 \uccad\uad6c\uc11c\ub85c \uc804\ud658\ud558\uc5ec \uc218\ubc31\ub9cc \ub2ec\ub7ec\uc758 \ucd08\uae30 \uc9c0\ucd9c\uc744 \ud53c\ud560 \uc218 \uc788\ub3c4\ub85d \ud569\ub2c8\ub2e4.<br \/>\n*   \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5\ubcc4: \ud5ec\uc2a4\ucf00\uc5b4 \uc774\ubbf8\uc9d5\uc758 \uc2a4\ud1a0\ub9ac\uc9c0 \ucef4\ud3ec\uc800\ube4c\ub9ac\ud2f0 \uc8fc\ub3c4<br \/>\n    IT \ubc0f \ud1b5\uc2e0 \ubd80\ubb38\uc740 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uac00 5G \ucf54\uc5b4, \uc5e3\uc9c0 \ub178\ub4dc, vRAN \uc6cc\ud06c\ub85c\ub4dc\ub97c \ub3d9\uc801\uc73c\ub85c \uc7ac\uc870\uc815\ub418\ub294 \ud480\uc5d0\uc11c \uc2e4\ud589\ud558\uba74\uc11c 2025\ub144 32.18%\uc758 \ub9e4\ucd9c\ub85c \uc2dc\uc7a5\uc744 \uc9c0\ubc30\ud588\uc2b5\ub2c8\ub2e4. \ud5ec\uc2a4\ucf00\uc5b4 \ubd80\ubb38\uc740 \ubc29\uc0ac\uc120\uacfc\uc5d0\uc11c \ud398\ud0c0\ubc14\uc774\ud2b8 \uaddc\ubaa8\uc758 PACS(Picture Archiving and Communication Systems)\ub97c \ucef4\ud3ec\uc800\ube14 NVMe \uc5b4\ub808\uc774\ub85c \uc774\ub3d9\uc2dc\ud0a4\uba74\uc11c \uc5f0\ud3c9\uade0 18.14%\ub85c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. BFSI \uae30\uc5c5\ub4e4\uc740 \ubc00\ub9ac\ucd08 \ub2e8\uc704\uc758 \uc0ac\uae30 \uc2a4\ud06c\ub9ac\ub2dd\uc744 \uc704\ud574 GPU \ud480\uc744 \ubc30\ud3ec\ud558\uace0, \uc0b0\uc5c5 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc5e3\uc9c0\uc5d0\uc11c \uc608\uce21 \uc720\uc9c0\ubcf4\uc218 \ubaa8\ub378\uc744 \uc2e4\ud589\ud569\ub2c8\ub2e4.<br \/>\n*   \uc560\ud50c\ub9ac\ucf00\uc774\uc158 \ubc0f \uc6cc\ud06c\ub85c\ub4dc\ubcc4: AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc758 \ub9ac\uc18c\uc2a4 \ud480 \uc9c0\ubc30<br \/>\n    AI, ML \ubc0f HPC \uc6cc\ud06c\ub85c\ub4dc\ub294 2025\ub144 \ub9e4\ucd9c\uc758 46.92%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \uc5f0\ud3c9\uade0 18.19%\ub85c \uc131\uc7a5\ud558\uc5ec 2031\ub144\uae4c\uc9c0 \ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c \uc2dc\uc7a5\uc744 \uc8fc\ub3c4\ud560 \uac83\uc785\ub2c8\ub2e4. Nvidia DGX SuperPOD\ub294 32\uac1c \ub178\ub4dc\uc5d0 \uac78\uccd0 \uac00\uc18d\uae30\ub97c \ud480\ub9c1\ud558\uc5ec \ub2e8\uc77c H100\uc744 \ub3d9\uc2dc \ucd94\ub860 \ubc0f \ud6c8\ub828\uc5d0 \ubd84\ud560\ud569\ub2c8\ub2e4. GitLab CI\/CD \ud30c\uc774\ud504\ub77c\uc778\uc740 \ucef4\ud3ec\uc800\ube14 \ub178\ub4dc\uc5d0\uc11c \uc2e4\ud589\ub420 \ub54c \ube4c\ub4dc \uc2dc\uac04\uc744 70% \ub2e8\ucd95\ud558\uba70, SAP HANA \uc0ac\uc6a9\uc790\ub4e4\uc740 \uc57c\uac04\uc5d0 CXL \ud480\uc5d0\uc11c \uba54\ubaa8\ub9ac\ub97c \uac00\uc838\uc62c \ub54c \ucd1d \uc18c\uc720 \ube44\uc6a9(TCO)\uc744 50% \uc808\uac10\ud569\ub2c8\ub2e4.<\/p>\n<p>6. \uc9c0\uc5ed \ubd84\uc11d<\/p>\n<p>*   \ubd81\ubbf8: 2025\ub144 \ub9e4\ucd9c\uc758 38.54%\ub97c \ucc28\uc9c0\ud588\uc73c\uba70, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ucc44\ud0dd\uacfc Fortune 500 \ub370\uc774\ud130\uc13c\ud130 \ud1b5\ud569\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \ubbf8\uad6d \uc740\ud589\ub4e4\uc740 \ud480\ub9c1\ub41c \ub9ac\uc18c\uc2a4\ub85c \uc804\ud658\ud55c \ud6c4 \ubb3c\ub9ac\uc801 \uacf5\uac04\uc744 40% \uc904\uc600\uc2b5\ub2c8\ub2e4. \uce90\ub098\ub2e4\uc758 Shared Services\ub294 \uc8fc\uad8c \uc6cc\ud06c\ub85c\ub4dc\ub97c HPE GreenLake \ucef4\ud3ec\uc800\ube14 \uc11c\ube44\uc2a4\uc5d0\uc11c \uc2e4\ud589\ud558\ub3c4\ub85d \uc758\ubb34\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591: \uc5f0\ud3c9\uade0 18.96%\ub85c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc9c0\uc5ed\uc785\ub2c8\ub2e4. \uc778\ub3c4\uc758 2025\ub144 \ub370\uc774\ud130 \uc8fc\uad8c \uaddc\uc815\uc740 Yotta Infrastructure\uc640 \uac19\uc740 \uad6d\ub0b4 \uacf5\uae09\uc5c5\uccb4\ub85c\uc758 \uc804\ud658\uc744 \ucd09\uc9c4\ud558\uace0, \uc911\uad6d\uc758 120\uc5b5 \ub2ec\ub7ec \ubcf4\uc870\uae08\uc740 Inspur \ubc0f Huawei \uc7a5\ube44\ub97c \uae30\ubc18\uc73c\ub85c \ud55c AI \ud6c8\ub828 \ud31c\uc744 \uc721\uc131\ud569\ub2c8\ub2e4. \ud55c\uad6d\uc758 SK\ud154\ub808\ucf64\uc740 \uc0dd\uc131\ud615 AI\ub97c \uc704\ud55c CXL \uae30\ubc18 \uba54\ubaa8\ub9ac \ud328\ube0c\ub9ad\uc5d0 8\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc720\ub7fd: \ub514\uc9c0\ud138 \uc6b4\uc601 \ubcf5\uc6d0\ub825 \ubc95\uaddc(Digital Operational Resilience Act)\uc5d0 \ud798\uc785\uc5b4 \uc0c1\ub2f9\ud55c \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uc720\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub3c5\uc77c\uc758 BaFin\uc740 \uc740\ud589\ub4e4\uc774 \uac70\ub798 \ub370\uc774\ud130\ub97c \ud604\uc9c0\uc5d0\uc11c \ud1b5\uc81c\ub418\ub294 \ud558\ub4dc\uc6e8\uc5b4\uc5d0 \ubcf4\uad00\ud558\ub3c4\ub85d \uac15\uc81c\ud558\uc5ec Deutsche Bank\uc640 Commerzbank\uac00 Dell \ubc0f HPE \ucef4\ud3ec\uc800\ube14 \ub799\uc744 \ub3c4\uc785\ud558\uac8c \ud588\uc2b5\ub2c8\ub2e4. \ud504\ub791\uc2a4\uc758 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc \ud504\ub85c\uc81d\ud2b8\ub294 Atos \ubc0f OVHcloud\uc640 \uac19\uc740 \uad6d\ub0b4 \ud638\uc2a4\ud2b8\ub97c \uc120\ud638\ud569\ub2c8\ub2e4.<br \/>\n*   \uc911\ub3d9: \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\uc5c5\uccb4\ub4e4\uc740 \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \uad6c\ucd95\uc5d0 \ubd84\ub9ac\ud615 \ud328\ube0c\ub9ad\uc744 \ud65c\uc6a9\ud558\uace0 \uc788\uc73c\uba70, UAE \uad6d\ubd80 \ud380\ub4dc\ub294 \ud480\ub9c1\ub41c GPU\ub97c \uae30\ubc18\uc73c\ub85c \uad6c\ucd95\ub41c AI \ud6c8\ub828 \ud074\ub7ec\uc2a4\ud130\uc5d0 50\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \ub0a8\ubbf8 \ubc0f \uc544\ud504\ub9ac\uce74: \ub0a8\uc544\ud504\ub9ac\uce74\ub294 \uc2e4\uc2dc\uac04 \uacb0\uc81c\ub97c \uc704\ud574 Cisco \uae30\ubc18 \ucef4\ud3ec\uc800\ube14 \ud50c\ub7ab\ud3fc\uc744 \uc2dc\ubc94 \uc6b4\uc601\ud558\uace0 \uc788\uc9c0\ub9cc, \ube0c\ub77c\uc9c8\uc758 \uc218\uc785 \uad00\uc138\ub294 Anatel\uc758 \uc778\uc13c\ud2f0\ube0c \ud504\ub85c\uadf8\ub7a8\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \ub77c\ud2f4 \uc544\uba54\ub9ac\uce74 \uc804\ubc18\uc758 \ucc44\ud0dd\uc744 \ub2a6\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>7. \uacbd\uc7c1 \ud658\uacbd<\/p>\n<p>Hewlett Packard Enterprise, Dell Technologies, Cisco Systems, Lenovo Group, Nutanix \ub4f1 \uc0c1\uc704 5\uac1c \ubca4\ub354\uac00 2025\ub144 \ub9e4\ucd9c\uc758 \uc57d 55%\ub97c \ucc28\uc9c0\ud558\uc5ec \uc911\uac04 \uc815\ub3c4\uc758 \uc9d1\uc911\ub41c \uc2dc\uc7a5 \uad6c\uc870\ub97c \ubcf4\uc785\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5\uc740 \uae30\uc874 \uc11c\ubc84 \ub610\ub294 \ud558\uc774\ud37c\ucee8\ubc84\uc9c0\ub4dc \uc124\uce58 \uae30\ubc18\uc744 \ud65c\uc6a9\ud558\uc5ec \ucef4\ud3ec\uc800\ube14 \ud655\uc7a5\uc744 \ud310\ub9e4\ud558\uace0 \uc788\uc9c0\ub9cc, PCIe Gen5 \ubc0f CXL \ud328\ube0c\ub9ad\uc744 \uc804\ubb38\uc73c\ub85c \ud558\ub294 Liqid, GigaIO Networks, One Stop Systems\uc640 \uac19\uc740 \ubbfc\ucca9\ud55c \uacbd\uc7c1\uc790\ub4e4\uacfc \uc9c1\uba74\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uae30\uc874 \uc5c5\uccb4\ub4e4\uc740 \ub3c5\uc810\uc801\uc778 \ucc28\ubcc4\ud654 \uc804\ub7b5(\uc608: HPE\uc758 \uc2e4\ub9ac\ucf58 \uc2e0\ub8b0\uc810, Dell\uc758 PowerEdge \ud0a4\ub124\ud2f1 \ub178\ub4dc)\uc744 \ucd94\uad6c\ud558\ub294 \ubc18\uba74, \ub2e4\ub978 \uc5c5\uccb4\ub4e4\uc740 CXL \ud45c\uc900 \ubc0f Open Compute Project\ub97c \uc9c0\uc9c0\ud558\uba70 \ub2e4\uc911 \ubca4\ub354 \ub799 \uc124\uacc4\ub97c \ucd94\uc9c4\ud569\ub2c8\ub2e4. \uc5e3\uc9c0 \ucef4\ud4e8\ud305\uc740 \uc5ec\uc804\ud788 \ubbf8\uac1c\ucc99 \uc601\uc5ed\uc73c\ub85c \ub0a8\uc544 \uc788\uc73c\uba70, \uc0b0\uc5c5 \uc628\ub3c4 \ubc0f \uc9c4\ub3d9\uc744 \uacac\ub51c \uc218 \uc788\ub294 \uacac\uace0\ud55c \ud3fc \ud329\ud130\uc5d0 \ub300\ud55c \uae30\ud68c\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc18c\ud504\ud2b8\uc6e8\uc5b4 \ucc28\ubcc4\ud654\uac00 \uc2ec\ud654\ub418\uace0 \uc788\uc73c\uba70, Cisco Intersight\ub294 Red Hat OpenShift \ubc0f Amazon EKS\uc640 \ud1b5\ud569\ud558\uc5ec \ucee8\ud14c\uc774\ub108 \uc2a4\ucf00\uc904\ub9c1 \uc774\ubca4\ud2b8 \ud6c4 GPU \ubc0f NVMe \ud560\ub2f9\uc744 \uc790\ub3d9\ud654\ud569\ub2c8\ub2e4. VMware\uac00 Broadcom\uc5d0 \uc778\uc218\ub428\uc5d0 \ub530\ub77c vSphere\uc5d0 \ucef4\ud3ec\uc800\ube14 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158\uc774 \ub354 \uae4a\uc774 \ud1b5\ud569\ub420 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uc9c0\ub9cc, \uaddc\uc81c \uc7a5\uc560\ubb3c\uc774 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uac04 \uc870\ud654\ub97c \ub2a6\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>8. \ucd5c\uadfc \uc0b0\uc5c5 \ub3d9\ud5a5<\/p>\n<p>*   2025\ub144 12\uc6d4: Hewlett Packard Enterprise\ub294 \uc628\ud504\ub808\ubbf8\uc2a4\uc5d0\uc11c CXL \uba54\ubaa8\ub9ac \ud480 \ubc0f GPU \ubd84\ub9ac\ub97c \uc81c\uacf5\ud558\ub294 \uc18c\ube44 \uae30\ubc18 \uc11c\ube44\uc2a4\uc778 GreenLake for Composable Cloud\ub97c \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 11\uc6d4: Dell Technologies\ub294 PCIe Gen5 \ud328\ube0c\ub9ad\uc744 \ud1b5\ud574 60\ucd08 \ud56b\uc2a4\uc651\uc774 \uac00\ub2a5\ud55c 8\uac1c\uc758 Nvidia H200 GPU\ub97c \uc9c0\uc6d0\ud558\ub294 \uc561\uccb4 \ub0c9\uac01 PowerEdge XE9680L\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 10\uc6d4: Cisco Systems\ub294 \uc628\ud504\ub808\ubbf8\uc2a4 \ubc0f \ud37c\ube14\ub9ad \ud074\ub77c\uc6b0\ub4dc \uc804\ubc18\uc5d0 \uac78\uccd0 \ucef4\ud3ec\uc800\ube14 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158\uc744 \uc790\ub3d9\ud654\ud558\ub294 Intersight 2.0\uc744 \ucd9c\uc2dc\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   2025\ub144 10\uc6d4: SK\ud154\ub808\ucf64\uc740 \uc0dd\uc131\ud615 AI \ud074\ub7ec\uc2a4\ud130\ub97c \uc704\ud55c CXL \uae30\ubc18 \ucef4\ud3ec\uc800\ube14 \ub178\ub4dc \ubc30\ud3ec\uc5d0 8\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud558\uae30\ub85c \uc57d\uc18d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ubcf4\uace0\uc11c \uc694\uc57d: \ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c \uc2dc\uc7a5 \ubd84\uc11d<\/p>\n<p>\ubcf8 \ubcf4\uace0\uc11c\ub294 \ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c(Composable Infrastructure) \uc2dc\uc7a5\uc5d0 \ub300\ud55c \uc2ec\uce35\uc801\uc778 \ubd84\uc11d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c\ub294 \uae30\uc5c5 \ub610\ub294 \ucf54\ub85c\ucf00\uc774\uc158 \ub370\uc774\ud130 \uc13c\ud130 \ub0b4\uc5d0\uc11c \ucef4\ud4e8\ud305, \uc2a4\ud1a0\ub9ac\uc9c0, \uba54\ubaa8\ub9ac, GPU \uc790\uc6d0\uc744 \ubd84\ub9ac\ud558\uace0, \ud328\ube0c\ub9ad \uad00\ub9ac\uc790\ub97c \ud1b5\ud574 \ud544\uc694\uc5d0 \ub530\ub77c \uc7ac\uacb0\ud569\ud558\ub294 \uc804\uc6a9 \uc100\uc2dc, \ud328\ube0c\ub9ad \uc778\ud130\ucee4\ub125\ud2b8, \ud480\ub9c1\ub41c \uac00\uc18d\uae30 \uc778\ud074\ub85c\uc800 \ubc0f \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \uc218\uc775\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4. \uc5f0\uad6c \ubc94\uc704\uc5d0\uc11c \uacf5\uc6a9 \ud074\ub77c\uc6b0\ub4dc IaaS, \ub9ac\ud37c\ube44\uc2dc \ud558\ub4dc\uc6e8\uc5b4, OEM \uc9c0\uc6d0 \uacc4\uc57d \ubc0f \uc77c\ubc18 PCIe \uc2a4\uc704\uce58\ub294 \uc81c\uc678\ub429\ub2c8\ub2e4.<\/p>\n<p>1. \uc2dc\uc7a5 \uac1c\uc694 \ubc0f \uc131\uc7a5 \ub3d9\uc778<br \/>\n\ucef4\ud3ec\uc800\ube14 \uc778\ud504\ub77c \uc2dc\uc7a5\uc740 2026\ub144\ubd80\ud130 2031\ub144\uae4c\uc9c0 \uc5f0\ud3c9\uade0 17.21%\uc758 \ub192\uc740 \uc131\uc7a5\ub960\uc744 \ubcf4\uc774\uba70 \ud655\uc7a5\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc131\uc7a5\uc740 \uc8fc\ub85c AI \ubc0f ML GPU \ud480\ub9c1 \uc218\uc694 \uc99d\uac00, \ud074\ub77c\uc6b0\ub4dc \ub124\uc774\ud2f0\ube0c \ubc0f \ub9c8\uc774\ud06c\ub85c\uc11c\ube44\uc2a4\uc758 \ud655\uc7a5\uc131 \uc694\uad6c, \ub370\uc774\ud130 \uc13c\ud130 \ud1b5\ud569 \ubc0f CapEx(\uc790\ubcf8 \uc9c0\ucd9c) \ucd5c\uc801\ud654, \uc5e3\uc9c0 \ucef4\ud4e8\ud305 \ubc30\ud3ec \uac00\uc18d\ud654, CXL(Compute Express Link) \uae30\ubc18 \uba54\ubaa8\ub9ac \ucef4\ud3ec\uc800\ube4c\ub9ac\ud2f0, \uadf8\ub9ac\uace0 \uc628\ud504\ub808\ubbf8\uc2a4 \uad6c\ucd95\uc744 \ucd09\uc9c4\ud558\ub294 \uc8fc\uad8c \ud074\ub77c\uc6b0\ub4dc(Sovereign Cloud) \uaddc\uc815 \uc900\uc218 \uc694\uad6c\uc0ac\ud56d\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub429\ub2c8\ub2e4. \ud2b9\ud788 CXL 3.1\uc740 \uc218\ucc9c \uac1c\uc758 \uc7a5\uce58\uac00 200\ub098\ub178\ucd08 \ubbf8\ub9cc\uc758 \uc9c0\uc5f0 \uc2dc\uac04\uc73c\ub85c \ub2e8\uc77c \ub124\uc784\uc2a4\ud398\uc774\uc2a4\ub97c \uacf5\uc720\ud558\uac8c \ud558\uc5ec \ub300\uaddc\ubaa8 \ub370\uc774\ud130\ubca0\uc774\uc2a4\ub97c \uc704\ud55c \ud0c4\ub825\uc801\uc778 DRAM \ud480\uc744 \uac00\ub2a5\ud558\uac8c \ud569\ub2c8\ub2e4.<\/p>\n<p>2. \uc2dc\uc7a5 \uc81c\uc57d \uc694\uc778<br \/>\n\uc2dc\uc7a5 \uc131\uc7a5\uc744 \uc800\ud574\ud558\ub294 \uc8fc\uc694 \uc694\uc778\uc73c\ub85c\ub294 \ub808\uac70\uc2dc \uc2dc\uc2a4\ud15c \ud1b5\ud569\uc758 \ubcf5\uc7a1\uc131, \ub192\uc740 \ucd08\uae30 CapEx \ubc0f \ubca4\ub354 \uc885\uc18d\uc131, PCIe Gen5 \uc2a4\uc704\uce58 \uacf5\uae09\ub9dd \ubcd1\ubaa9 \ud604\uc0c1, \uadf8\ub9ac\uace0 \uc601\uad6c \uba54\ubaa8\ub9ac \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uae30\uc220 \ubd80\uc871 \ub4f1\uc774 \uc5b8\uae09\ub429\ub2c8\ub2e4.<\/p>\n<p>3. \uc2dc\uc7a5 \uc138\ubd84\ud654 \ubc0f \uc8fc\uc694 \ud2b8\ub80c\ub4dc<br \/>\n\uc2dc\uc7a5\uc740 \uad6c\uc131 \uc694\uc18c(\ud558\ub4dc\uc6e8\uc5b4, \uc18c\ud504\ud2b8\uc6e8\uc5b4), \ubc30\ud3ec \ubaa8\ub378(\uc628\ud504\ub808\ubbf8\uc2a4, \ud074\ub77c\uc6b0\ub4dc), \uc870\uc9c1 \uaddc\ubaa8(\ub300\uae30\uc5c5, \uc911\uc18c\uae30\uc5c5), \ucd5c\uc885 \uc0ac\uc6a9\uc790 \uc0b0\uc5c5(IT \ubc0f \ud1b5\uc2e0, BFSI, \ud5ec\uc2a4\ucf00\uc5b4, \uc0b0\uc5c5 \uc81c\uc870, \uc815\ubd80 \ubc0f \uacf5\uacf5 \ubd80\ubb38 \ub4f1), \uc560\ud50c\ub9ac\ucf00\uc774\uc158\/\uc6cc\ud06c\ub85c\ub4dc \uc720\ud615(AI\/ML\/HPC, DevOps\/CI\/CD, \ub370\uc774\ud130\ubca0\uc774\uc2a4 \ubc0f \ubd84\uc11d, VDI \ubc0f \ud074\ub77c\uc6b0\ub4dc \uac8c\uc784 \ub4f1), \uadf8\ub9ac\uace0 \uc9c0\uc5ed\ubcc4(\ubd81\ubbf8, \ub0a8\ubbf8, \uc720\ub7fd, \uc544\uc2dc\uc544 \ud0dc\ud3c9\uc591, \uc911\ub3d9, \uc544\ud504\ub9ac\uce74)\ub85c \uc138\ubd84\ud654\ub418\uc5b4 \ubd84\uc11d\ub429\ub2c8\ub2e4.<\/p>\n<p>*   \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uad6c\uc131 \uc694\uc18c: \ud2b9\ud788 \uc624\ucf00\uc2a4\ud2b8\ub808\uc774\uc158 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub294 \ud328\ube0c\ub9ad \uc778\ud154\ub9ac\uc804\uc2a4\uac00 \ud558\ub4dc\uc6e8\uc5b4\uc5d0\uc11c \ucf54\ub4dc\ub85c \uc804\ud658\ub428\uc5d0 \ub530\ub77c \uc5f0\ud3c9\uade0 19.87%\ub85c \uac00\uc7a5 \ube60\ub978 \uc131\uc7a5\uc744 \uae30\ub85d\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4.<br \/>\n*   \uc9c0\uc5ed\ubcc4 \uc810\uc720\uc728: \ubd81\ubbf8 \uc9c0\uc5ed\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec \ucc44\ud0dd \ubc0f Fortune 500 \uae30\uc5c5\uc758 \ub370\uc774\ud130 \uc13c\ud130 \ud1b5\ud569\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \uc2dc\uc7a5 \uc218\uc775\uc758 38.54%\ub97c \uc810\uc720\ud588\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc911\uc18c\uae30\uc5c5(SMEs) \ucc44\ud0dd: Lenovo TruScale \ubc0f Dell APEX\uc640 \uac19\uc740 \uc18c\ube44 \ubaa8\ub378\uc740 CapEx\ub97c \uc6b4\uc601 \ube44\uc6a9(OpEx)\uc73c\ub85c \uc804\ud658\ud558\uc5ec \uc911\uc18c\uae30\uc5c5\uc758 \uc2dc\uc7a5 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ub0ae\ucd94\ub294 \ub370 \uae30\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<br \/>\n*   \uc8fc\uc694 \uc6cc\ud06c\ub85c\ub4dc: AI\/ML \ubc0f HPC \uc6cc\ud06c\ub85c\ub4dc\ub294 2025\ub144 \uc2dc\uc7a5 \uc218\uc775\uc758 46.92%\ub97c \ucc28\uc9c0\ud558\uba70, \uc5f0\ud3c9\uade0 18.19%\uc758 \uc131\uc7a5\ub960\ub85c \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>4. \uacbd\uc7c1 \ud658\uacbd<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5 \uc9d1\uc911\ub3c4, \uc8fc\uc694 \uae30\uc5c5\uc758 \uc804\ub7b5\uc801 \uc6c0\uc9c1\uc784, \uc2dc\uc7a5 \uc810\uc720\uc728 \ubd84\uc11d\uc744 \ud3ec\ud568\ud55c \uacbd\uc7c1 \ud658\uacbd\uc744 \uc0c1\uc138\ud788 \ub2e4\ub8f9\ub2c8\ub2e4. Hewlett Packard Enterprise Co., Dell Technologies Inc., Cisco Systems Inc., Lenovo Group Ltd., Nvidia Corp., IBM Corp., Microsoft Corp. \ub4f1 \uc8fc\uc694 \ubca4\ub354\ub4e4\uc758 \ud504\ub85c\ud544\uc774 \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p>5. \uc5f0\uad6c \ubc29\ubc95\ub860<br \/>\n\ubcf8 \ubcf4\uace0\uc11c\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uc124\uacc4\uc790, \ud328\ube0c\ub9ad \uc2e4\ub9ac\ucf58 \uacf5\uae09\uc5c5\uccb4, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \uc870\ub2ec \ucc45\uc784\uc790 \uc778\ud130\ubdf0\ub97c \ud1b5\ud55c 1\ucc28 \uc5f0\uad6c\uc640 \uacf5\uac1c \ub370\uc774\ud130\uc14b, \uae30\uc5c5 \uc7ac\ubb34 \ubcf4\uace0\uc11c, \ud2b9\ud5c8, \uc0b0\uc5c5 \uc800\ub110 \ub4f1\uc744 \ud65c\uc6a9\ud55c 2\ucc28 \uc5f0\uad6c\ub97c \uacb0\ud569\ud55c \uc5c4\uaca9\ud55c \ubc29\ubc95\ub860\uc744 \ub530\ub985\ub2c8\ub2e4. \uc2dc\uc7a5 \uaddc\ubaa8 \uc0b0\uc815 \ubc0f \uc608\uce21\uc740 \uae00\ub85c\ubc8c x86 \uc11c\ubc84 \ucd9c\ud558\ub7c9\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \ud558\ud5a5\uc2dd \uc811\uadfc \ubc29\uc2dd\uacfc \ud480\ub9c1\ub41c GPU \uc778\ud074\ub85c\uc800 \ubc0f \ucef4\ud3ec\uc800 \ub77c\uc774\uc120\uc2a4\uc5d0 \ub300\ud55c \uc0c1\ud5a5\uc2dd \uac80\uc99d\uc744 \ud1b5\ud574 \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4. CXL \ud3ec\ud2b8 \ubd80\ucc29\ub960, \ud480\ub9c1\ub41c \uba54\ubaa8\ub9ac \uc2ac\ub808\ub4dc ASP, \uc124\uce58\ub41c \ub799 \uc218, AI \uc6cc\ud06c\ub85c\ub4dc \uc810\uc720\uc728 \ub4f1 \ud575\uc2ec \ubcc0\uc218\uac00 2030\ub144\uae4c\uc9c0\uc758 \uc608\uce21\uc5d0 \ubc18\uc601\ub429\ub2c8\ub2e4.<\/p>\n<p>6. \uc2dc\uc7a5 \uae30\ud68c \ubc0f \ubbf8\ub798 \uc804\ub9dd<br \/>\n\ubcf4\uace0\uc11c\ub294 \uc2dc\uc7a5\uc758 \ubbf8\uac1c\ucc99 \uc601\uc5ed\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-58441","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\/58441"}],"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=58441"}],"version-history":[{"count":0,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/posts\/58441\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/media?parent=58441"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/categories?post=58441"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.globalresearch.co.kr\/insight\/wp-json\/wp\/v2\/tags?post=58441"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}