{"id":13661,"date":"2026-07-17T16:00:00","date_gmt":"2026-07-17T08:00:00","guid":{"rendered":"https:\/\/ai-stack.ai\/?p=13661"},"modified":"2026-07-14T16:39:28","modified_gmt":"2026-07-14T08:39:28","slug":"jensen-huang-nvidia-morgan-stanley-roadshow-2026","status":"publish","type":"post","link":"https:\/\/ai-stack.ai\/ko\/jensen-huang-nvidia-morgan-stanley-roadshow-2026","title":{"rendered":"\uc820\uc2a8 \ud669, Morgan Stanley\uc5d0\uc11c \ub9d0\ud558\ub2e4: NVIDIA \ubd84\uae30 \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec \ub208\uc55e, Rubin Ultra \ucd9c\uc2dc \uc77c\uc815 \ud655\uc815, ASIC \uace0\uac1d\uc774 GPU\ub85c \ub3cc\uc544\uc624\ub294 \uc774\uc720"},"content":{"rendered":"<style>table{border-collapse:collapse;width:100%;margin:1em 0}th,td{border:1px solid #ddd;padding:8px 12px;text-align:left}th{background-color:#f5f5f5;font-weight:bold}tr:nth-child(even){background-color:#fafafa}<\/style>\n<h1 id=\"\uc820\uc2a8-\ud669-morgan-stanley\uc5d0\uc11c-\ub9d0\ud558\ub2e4-nvidia-\ubd84\uae30-\ub9e4\ucd9c-1000\uc5b5-\ub2ec\ub7ec-\ub208\uc55e-rubin-ultra-\ucd9c\uc2dc-\uc77c\uc815-\ud655\uc815-asic-\uace0\uac1d\uc774-gpu\ub85c-\ub3cc\uc544\uc624\ub294-\uc774\uc720\"><strong>\uc820\uc2a8 \ud669, Morgan Stanley\uc5d0\uc11c \ub9d0\ud558\ub2e4: NVIDIA \ubd84\uae30 \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec \ub208\uc55e, Rubin Ultra \ucd9c\uc2dc \uc77c\uc815 \ud655\uc815, ASIC \uace0\uac1d\uc774 GPU\ub85c \ub3cc\uc544\uc624\ub294 \uc774\uc720<\/strong><\/h1>\n<p>2026\ub144 7\uc6d4 \ucd08, NVIDIA CEO \uc820\uc2a8 \ud669(Jensen Huang)\uc740 CFO \ucf5c\ub808\ud2b8 \ud06c\ub808\uc2a4(Colette Kress)\uc640 \ud568\uaed8 \uce98\ub9ac\ud3ec\ub2c8\uc544\uc5d0\uc11c \uc5f4\ub9b0 Morgan Stanley \ube44\uacf5\uac1c \ub85c\ub4dc\uc1fc(Non-Deal Roadshow, NDR)\uc5d0 \ucc38\uc11d\ud588\uc2b5\ub2c8\ub2e4. \uae30\uad00 \ud22c\uc790\uc790\ub4e4 \uc55e\uc5d0\uc11c \ud669 CEO\ub294 \uadf9\ub3c4\ub85c \uba85\ud655\ud55c \uba54\uc2dc\uc9c0\ub97c \uc804\ub2ec\ud588\uc2b5\ub2c8\ub2e4: <strong>NVIDIA\uc758 \ubd84\uae30 \ub9e4\ucd9c\uc740 1,000\uc5b5 \ub2ec\ub7ec\uc5d0 \uc721\ubc15\ud558\uace0 \uc788\uc73c\uba70, \uc131\uc7a5\uc740 \uc5ec\uc804\ud788 \uac00\uc18d \uc911\uc774\ub2e4.<\/strong><\/p>\n<p>\ud0c0\uc774\ubc0d\uc774 \ub9e4\uc6b0 \uc911\uc694\ud588\uc2b5\ub2c8\ub2e4. \uc9c0\ub09c \ud55c \ub2ec \ub3d9\uc548 NVIDIA\ub294 \uc2dc\uc7a5\uc758 \uc138 \uac00\uc9c0 \uc758\uc2ec\uc5d0 \uc9c1\uba74\ud574 \uc788\uc5c8\uc2b5\ub2c8\ub2e4. \ucc28\uc138\ub300 Rubin Ultra \uce69\uc774 2028\ub144\uc73c\ub85c \uc5f0\uae30\ub418\ub294\uac00? \ucee4\uc2a4\ud140 ASIC\uc774 GPU \uc2dc\uc7a5 \uc810\uc720\uc728\uc744 \uccb4\uacc4\uc801\uc73c\ub85c \uc7a0\uc2dd\ud558\uace0 \uc788\ub294\uac00? AI \uc124\ube44\ud22c\uc790 \uc0ac\uc774\ud074\uc740 \uc774\ubbf8 \uc815\uc810\uc744 \ucc0d\uc5c8\ub294\uac00?<\/p>\n<p>\ud669 CEO\ub294 \uc774 \uc138 \uac00\uc9c0 \uc9c8\ubb38 \ubaa8\ub450\uc5d0 \ub300\ud574 \ub370\uc774\ud130, \uae30\uc220\uc801 \uc138\ubd80 \uc0ac\ud56d, \uadf8\ub9ac\uace0 \uc774\ub840\uc801\uc73c\ub85c \uacf5\uaca9\uc801\uc778 \uc5b4\uc870\ub85c \uc815\uba74 \ubc18\ubc15\ud588\uc2b5\ub2c8\ub2e4. Morgan Stanley\ub294 \ud68c\uc758 \ud6c4 <strong>\uc624\ubc84\uc6e8\uc774\ud2b8<\/strong>(\ub9e4\uc218 \ucd94\ucc9c) \ub4f1\uae09\uacfc <strong>288\ub2ec\ub7ec<\/strong> \ubaa9\ud45c \uc8fc\uac00(\uc57d 42% \uc0c1\uc2b9 \uc5ec\ub825)\ub97c \uc720\uc9c0\ud558\uba70, NVIDIA\ub97c \ubc18\ub3c4\uccb4 \uc139\ud130 \ucd5c\uc6b0\uc120 \ucd94\ucc9c \uc885\ubaa9\uc73c\ub85c \uc7ac\ud655\uc778\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ub2e4\uc74c\uc740 \ubb34\uc5c7\uc774 \ub17c\uc758\ub418\uc5c8\uace0, \uadf8\uac83\uc774 \ubb34\uc5c7\uc744 \uc758\ubbf8\ud558\uba70, \uc65c \uc5d4\ud130\ud504\ub77c\uc774\uc988 AI \uc804\ub7b5\uc5d0 \uc911\uc694\ud55c\uc9c0\uc5d0 \ub300\ud55c \uc644\uc804\ud55c \ubd84\uc11d\uc785\ub2c8\ub2e4.<\/p>\n<h2 id=\"\uc5b5-\ub2ec\ub7ec-\ubd84\uae30-nvidia\uc758-\uac00\uc18d\ud558\ub294-\uc131\uc7a5-\uace1\uc120\uc758-\ub0b4\ub9c9\"><strong>1. 1,000\uc5b5 \ub2ec\ub7ec \ubd84\uae30: NVIDIA\uc758 \uac00\uc18d\ud558\ub294 \uc131\uc7a5 \uace1\uc120\uc758 \ub0b4\ub9c9<\/strong><\/h2>\n<p>NVIDIA\ub294 \ud669 CEO \uc2a4\uc2a4\ub85c \u201c\uc0c1\uc0c1\ud558\uae30 \uc5b4\ub835\ub2e4\u201d\uace0 \ud45c\ud604\ud55c \uc774\uc815\ud45c\uc5d0 \ub2e4\uac00\uc11c\uace0 \uc788\uc2b5\ub2c8\ub2e4: <strong>\ubd84\uae30 \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec.<\/strong><\/p>\n<p>\ucd5c\uadfc \uc2e4\uc801 \ub370\uc774\ud130(FY2027 1\ubd84\uae30, 2026\ub144 5\uc6d4 \ubc1c\ud45c)\uac00 \uadf8 \uc2e4\uccb4\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4:<\/p>\n<table>\n<thead>\n<tr>\n<th>\uc9c0\ud45c<\/th>\n<th>Q1 FY2027<\/th>\n<th>\uc804\ub144 \ub3d9\uae30 \ub300\ube44<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\ucd1d \ub9e4\ucd9c<\/td>\n<td><strong>816\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\u2191 85%<\/td>\n<\/tr>\n<tr>\n<td>\ub370\uc774\ud130\uc13c\ud130 \ub9e4\ucd9c<\/td>\n<td><strong>752\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\u2191 92%<\/td>\n<\/tr>\n<tr>\n<td>\ub124\ud2b8\uc6cc\ud0b9 \ub9e4\ucd9c<\/td>\n<td><strong>148\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\u2191 199%<\/td>\n<\/tr>\n<tr>\n<td>\uc21c\uc774\uc775<\/td>\n<td><strong>583\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>3\ubc30<\/td>\n<\/tr>\n<tr>\n<td>GAAP \ub9e4\ucd9c\ucd1d\uc774\uc775\ub960<\/td>\n<td><strong>74.9%<\/strong><\/td>\n<td>60.8%\uc5d0\uc11c \uc0c1\uc2b9<\/td>\n<\/tr>\n<tr>\n<td>\uc789\uc5ec\ud604\uae08\ud750\ub984<\/td>\n<td><strong>486\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>\u2191 85%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>2\ubd84\uae30 \uac00\uc774\ub358\uc2a4\ub294 \uc57d <strong>910\uc5b5 \ub2ec\ub7ec<\/strong>\u2014\u2014\uc5ec\uae30\uc5d0\ub294 \uc911\uad6d\ud5a5 \ub370\uc774\ud130\uc13c\ud130 \ud310\ub9e4\uac00 \ud3ec\ud568\ub418\uc9c0 \uc54a\uc544 \ucd94\uac00 \uc0c1\uc2b9 \uc5ec\uc9c0\uac00 \uc788\uc2b5\ub2c8\ub2e4. \ubd84\uae30 1,000\uc5b5 \ub2ec\ub7ec\ub77c\ub294 \uc784\uacc4\uac12\uc740 \ub354 \uc774\uc0c1 \u201c\ub9cc\uc57d\u201d\uc774 \uc544\ub2c8\ub77c \u201c\uc5b8\uc81c\u201d\uc758 \ubb38\uc81c\uc785\ub2c8\ub2e4.<\/p>\n<p>Morgan Stanley\uc758 \uc870\uc149 \ubb34\uc5b4(Joseph Moore) \uc560\ub110\ub9ac\uc2a4\ud2b8\ub294 \uc7a5\uae30 \uc804\ub9dd\ub3c4 \uc81c\uc2dc\ud588\uc2b5\ub2c8\ub2e4:<\/p>\n<table>\n<thead>\n<tr>\n<th>\ud68c\uacc4\uc5f0\ub3c4<\/th>\n<th>\uc608\uc0c1 \ub9e4\ucd9c<\/th>\n<th>\uc804\ub144 \ub300\ube44 \uc131\uc7a5\ub960<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>FY2026<\/td>\n<td><strong>2,159\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>+82%<\/td>\n<\/tr>\n<tr>\n<td>FY2027<\/td>\n<td><strong>3,930\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>+52.4%<\/td>\n<\/tr>\n<tr>\n<td>FY2028<\/td>\n<td><strong>5,988\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>+52.4%<\/td>\n<\/tr>\n<tr>\n<td>FY2029<\/td>\n<td><strong>7,839\uc5b5 \ub2ec\ub7ec<\/strong><\/td>\n<td>+30.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>2027\ub144 EPS\ub294 <strong>13.08\ub2ec\ub7ec<\/strong>\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. 22\ubc30 PER \uae30\uc900 288\ub2ec\ub7ec \ubaa9\ud45c \uc8fc\uac00\ub294 \ubc38\ub958\uc5d0\uc774\uc158 \ubc30\uc218 \ud655\uc7a5\uc744 \uc804\uc81c\ud558\uc9c0 \uc54a\uace0, \uc21c\uc218\ud558\uac8c \uc774\uc775 \uc131\uc7a5\ub9cc\uc73c\ub85c \ub2ec\uc131 \uac00\ub2a5\ud569\ub2c8\ub2e4. GPU \ud22c\uc790 ROI\ub97c \ud3c9\uac00\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c \ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/zh-hant\/gpu-roi\"><u>NVIDIA\uc758 \uac00\uaca9 \uacb0\uc815\ub825\uacfc \ub9c8\uc9c4 \uad6c\uc870 \uc774\ud574<\/u><\/a>\ub294 \uc790\uccb4 AI \uc778\ud504\ub77c \ube44\uc6a9\uc744 \uc608\uce21\ud558\ub294 \ub370 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n<h2 id=\"rubin-ultra-\uc608\uc815\ub300\ub85c-\ucd9c\uc2dc-\uc5f0\uae30-\ub8e8\uba38\uc758-\uae30\uc220\uc801-\uc9c4\uc2e4\"><strong>2. Rubin Ultra, \uc608\uc815\ub300\ub85c \ucd9c\uc2dc: \uc5f0\uae30 \ub8e8\uba38\uc758 \uae30\uc220\uc801 \uc9c4\uc2e4<\/strong><\/h2>\n<p>6\uc6d4 \ud558\uc21c, SemiAnalysis\ub294 \uc2dc\uc7a5\uc744 \ub4a4\ud754\ub4dc\ub294 \ubcf4\uace0\uc11c\ub97c \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4: \uc6d0\ub798 \uacc4\ud68d\ub41c 4-\ub2e4\uc774 Rubin Ultra \ud328\ud0a4\uc9c0\uac00 TSMC CoWoS-L \uae30\ud310 \ud728\uacfc \uc2e0\ud638 \ubb34\uacb0\uc131 \ubb38\uc81c\ub85c \ucde8\uc18c\ub418\uace0, 2-\ub2e4\uc774 \uc124\uacc4\ub85c \ub2e4\uc6b4\uadf8\ub808\uc774\ub4dc\ub418\uc5b4 \ucd9c\ud558\uac00 <strong>2028\ub144<\/strong>\uc73c\ub85c \ubc00\ub9b4 \uc218 \uc788\ub2e4\ub294 \ub0b4\uc6a9\uc774\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n<p>Morgan Stanley \ub85c\ub4dc\uc1fc\uc5d0\uc11c \ud669 CEO\uc758 \uc785\uc7a5\uc740 \ub2e8\ud638\ud588\uc2b5\ub2c8\ub2e4: <strong>\u201cRubin Ultra\ub294 \ub0b4\ub144(2027\ub144)\uc5d0 \uc608\uc815\ub300\ub85c \ucd9c\ud558\ub429\ub2c8\ub2e4.\u201d<\/strong><\/p>\n<p>\uadf8\ub294 Kyber \ub799 \uc2dc\uc2a4\ud15c\uc774 \ub354 \ud070 \ucef4\ud4e8\ud305 \ub3c4\uba54\uc778\uc744 \uc9c0\uc6d0\ud558\ub294 \uac1c\uc120\ub41c \uc544\ud0a4\ud14d\ucc98\ub85c \uad50\uccb4\ub418\uace0 \uc788\ub2e4\uace0 \uc124\uba85\ud558\uba74\uc11c\ub3c4\u2014\u2014\uc774\ub294 \uc77c\uc0c1\uc801\uc778 \uc2dc\uc2a4\ud15c \uc218\uc900\uc758 \ucd5c\uc801\ud654\uc77c \ubfd0 \uc81c\ud488 \uc9c0\uc5f0\uc774 \uc544\ub2c8\ub77c\uace0 \uaddc\uc815\ud588\uc2b5\ub2c8\ub2e4. \uc138 \uac00\uc9c0 \uc0ac\uc2e4\uc774 \uc774 \uc77c\uc815\uc744 \ub4b7\ubc1b\uce68\ud569\ub2c8\ub2e4:<\/p>\n<ol type=\"1\">\n<li><strong>800V \uace0\uc804\uc555 \uc804\ub825 \uacf5\uae09 \uc2dc\uc2a4\ud15c<\/strong>\uc774 \uacc4\ud68d\ub300\ub85c \uc9c4\ud589 \uc911\u2014\u2014\ub799 \uc2a4\ucf00\uc77c Rubin Ultra \ubc30\uce58\uc758 \ud575\uc2ec \uc694\uc18c<\/li>\n<li><strong>\ub799 \uac04 \uad11 \uc778\ud130\ucee4\ub125\ud2b8<\/strong>\uac00 \uad6c\ub9ac\uc5d0\uc11c \uad11\uc12c\uc720\ub85c \uc804\ud658, 100\ub9cc GPU \ud074\ub7ec\uc2a4\ud130 \uc2e4\ud604<\/li>\n<li><strong>TSMC CoWoS \uc0dd\uc0b0 \ub2a5\ub825<\/strong> \uc804\ub144 \ub300\ube44 \uc57d 80% \ud655\uc7a5\u2014\u2014\ub300\ub7c9 \uc0dd\uc0b0\uc758 \ubb3c\ub9ac\uc801 \uae30\ubc18<\/li>\n<\/ol>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ko\/gtc-2026-nemoclaw\"><u>NVIDIA GTC 2026\uc5d0\uc11c \uacf5\uac1c\ub41c Rubin \uc544\ud0a4\ud14d\ucc98\uc758 \uc804\uccb4 \uae30\uc220 \uc138\ubd80\uc0ac\ud56d<\/u><\/a>\uacfc \ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/zh-hant\/blackwell-vs-mi300x\"><u>Blackwell \ub300 MI300X \uc131\ub2a5 \ube44\uad50 \ubd84\uc11d<\/u><\/a>\uc774 Rubin Ultra\uc758 \uc138\ub300\uc801 \ub3c4\uc57d\uc744 \uc774\ud574\ud558\ub294 \uae30\uc220\uc801 \ub9e5\ub77d\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n<h2 id=\"asic-\uc5ed\uc804-\ucee4\uc2a4\ud140-\uce69-\uace0\uac1d\uc774-gpu\ub85c-\ub3cc\uc544\uc624\ub294-\uc774\uc720\"><strong>3. ASIC \uc5ed\uc804: \ucee4\uc2a4\ud140 \uce69 \uace0\uac1d\uc774 GPU\ub85c \ub3cc\uc544\uc624\ub294 \uc774\uc720<\/strong><\/h2>\n<p>\ub85c\ub4dc\uc1fc\uc5d0\uc11c \uac00\uc7a5 \ucda9\uaca9\uc801\uc778 \ud3ed\ub85c\ub294 ASIC \uacbd\uc7c1\uc5d0 \uad00\ud55c \uac83\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \ud669 CEO\ub294 \ubc1d\ud614\uc2b5\ub2c8\ub2e4: <strong>\u201c\uc774\uc804\uc5d0 \uac70\uc758 \ubaa8\ub4e0 \ud50c\ub798\uadf8\uc2ed \ubaa8\ub378 \ud6c8\ub828\uc744 \ucee4\uc2a4\ud140 ASIC\uc5d0 \uc758\uc874\ud558\ub358 \ud504\ub860\ud2f0\uc5b4 AI \uc5f0\uad6c\uc18c\u2014\u2014Anthropic\uc73c\ub85c \ub110\ub9ac \ucd94\uc815\u2014\u2014\uac00 \ud604\uc7ac \ucef4\ud4e8\ud305 \uc778\ud504\ub77c\uc758 50% \uac00\uae4c\uc774\ub97c NVIDIA GPU\ub85c \uc804\ud658\ud588\uc2b5\ub2c8\ub2e4.\u201d<\/strong><\/p>\n<p>\uc774 \ub2e8\uc77c \ub370\uc774\ud130 \ud3ec\uc778\ud2b8\ub294 \ucee4\uc2a4\ud140 \uc2e4\ub9ac\ucf58\uc774 \ubc94\uc6a9 GPU\ub97c \ubd88\uac00\ud53c\ud558\uac8c \ub300\uccb4\ud560 \uac83\uc774\ub77c\ub294 \uc8fc\ub958 \ub0b4\ub7ec\ud2f0\ube0c\ub97c \ub4a4\uc5ce\uc2b5\ub2c8\ub2e4. ASIC \uc9c4\uc601\uc758 \uac00\uc7a5 \ub300\ud45c\uc801\uc778 \uace0\uac1d\uc774 \ub2e4\uc2dc GPU\ub97c \ub300\ub7c9 \uad6c\ub9e4\ud558\uace0 \uc788\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ud669 CEO\uc758 \uc124\uba85: \u201c\uace0\uac1d\uc758 \ud3c9\uac00 \uae30\uc900\uc740 \uce69 \ub2e8\uac00\uac00 \uc544\ub2c8\ub77c <strong>\ud1a0\ud070\ub2f9 \ucd1d \ube44\uc6a9<\/strong>\uc785\ub2c8\ub2e4.\u201d \ub300\uaddc\ubaa8 \ubc30\uce58\uc5d0\uc11c NVIDIA\uc758 \uc0dd\ud0dc\uacc4 \uc131\uc219\ub3c4(CUDA, cuDNN, TensorRT), \uacf5\uae09\ub9dd \uc2e0\ub8b0\uc131(TSMC CoWoS \uce90\ud30c), \uac1c\ubc1c\uc790 \ud6a8\uc728\uc131(\uc218\ubc31\ub9cc CUDA \uc5d4\uc9c0\ub2c8\uc5b4)\uc740 \uc2e4\uc9c8\uc801\uc778 \ucd1d\ube44\uc6a9 \uc6b0\uc704\ub85c \uc804\ud658\ub429\ub2c8\ub2e4.<\/p>\n<p>\uadf8\ub7ec\ub098 ASIC \uc704\ud611\uc774 \ud5c8\uc0c1\uc774\ub77c\ub294 \uc758\ubbf8\ub294 \uc544\ub2d9\ub2c8\ub2e4. \ub370\uc774\ud130\ub294 \ubbf8\ubb18\ud55c \uc774\uc57c\uae30\ub97c \ub4e4\ub824\uc90d\ub2c8\ub2e4:<\/p>\n<table>\n<thead>\n<tr>\n<th>\uc5f0\ub3c4<\/th>\n<th>NVIDIA AI \uac00\uc18d\uae30 \uc810\uc720\uc728<\/th>\n<th>\uc2dc\uc7a5 \ucd1d\uaddc\ubaa8<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>2024<\/td>\n<td><strong>87% (\ucd5c\uace0\uce58)<\/strong><\/td>\n<td>~1,150\uc5b5 \ub2ec\ub7ec<\/td>\n<\/tr>\n<tr>\n<td>2025<\/td>\n<td>81%<\/td>\n<td>~1,600\uc5b5 \ub2ec\ub7ec<\/td>\n<\/tr>\n<tr>\n<td>2026E<\/td>\n<td><strong>75%<\/strong><\/td>\n<td>2,000\uc5b5 \ub2ec\ub7ec+<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/zh-hant\/asic-vs-gpu\"><u>ASIC \ub300 GPU: \uae30\uc220 \uacbd\uc7c1\uc758 \ubcf8\uc9c8<\/u><\/a>\uc740 AI \ucef4\ud4e8\ud305 \uc2dc\uc7a5\uc774 \ud6c8\ub828\uacfc \ucd94\ub860\uc73c\ub85c \uc591\ubd84\ub418\ub294 \uacfc\uc815\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\uc758 \ud6c8\ub828 \ubd84\uc57c \uc9c0\ubc30\ub825(\uc810\uc720\uc728 90%+)\uc740 \uac70\uc758 \ud655\uace0\ud558\uc9c0\ub9cc, \ucd94\ub860 \ubd84\uc57c\uc5d0\uc11c\ub294 Google TPU, Amazon Trainium, Microsoft Maia, Broadcom \ucee4\uc2a4\ud140 ASIC\uc774 \uc785\uc9c0\ub97c \ub113\ud788\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ko\/google-tpu-vs-nvidia-gpu\"><u>Google TPU \ub300 NVIDIA GPU \uc644\uc804 \ube44\uad50 \ubd84\uc11d<\/u><\/a>\uc740 \ud2b9\uc815 \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uc5d0\uc11c \uc804\uc6a9 \uc2e4\ub9ac\ucf58\uc774 \ube44\uc6a9 \uce21\uba74\uc5d0\uc11c \uc6b0\uc704\ub97c \uc810\ud560 \uc218 \uc788\ub294 \uc774\uc720\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4\u2014\u2014\ub2e4\ub9cc \uc644\uc804\ud55c \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uc2a4\ud0dd\uacfc \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc624\ubc84\ud5e4\ub4dc\ub97c \uace0\ub824\ud558\uba74 GPU \uacbd\uc81c\uc131\uc774 \uc5ec\uc804\ud788 \uc6b0\uc138\ud55c \uacbd\uc6b0\uac00 \ub9ce\ub2e4\ub294 \ud669 CEO\uc758 \uc9c0\uc801\ub3c4 \uc633\uc2b5\ub2c8\ub2e4.<\/p>\n<h2 id=\"\ub300-\uc131\uc7a5-\uc5d4\uc9c4-\uae00\ub85c\ubc8c-\ucef4\ud4e8\ud305-\uc218\uc694\uc758-\uc9c0\ub3c4\"><strong>4. 3\ub300 \uc131\uc7a5 \uc5d4\uc9c4: \uae00\ub85c\ubc8c \ucef4\ud4e8\ud305 \uc218\uc694\uc758 \uc9c0\ub3c4<\/strong><\/h2>\n<p>\ud669 CEO\ub294 NVIDIA\uc758 \ub9e4\ucd9c\uc744 \uc138 \uac1c\uc758 \ub3c5\ub9bd\uc801\uc778 \uc131\uc7a5 \uc5d4\uc9c4\uc73c\ub85c \ubd84\ub958\ud588\uc2b5\ub2c8\ub2e4. \uc774 \uc804\ub7b5\uc801 \ud504\ub808\uc784 \uc790\uccb4\uac00 \ubd84\uc11d\uc801 \ubb34\uac8c\ub97c \uc9c0\ub2d9\ub2c8\ub2e4:<\/p>\n<table>\n<colgroup>\n<col style=\"width: 42%\" \/>\n<col style=\"width: 34%\" \/>\n<col style=\"width: 23%\" \/>\n<\/colgroup>\n<thead>\n<tr>\n<th>\uc131\uc7a5 \uc5d4\uc9c4<\/th>\n<th>\ub9e4\ucd9c \ube44\uc911<\/th>\n<th>\ub3d9\ud5a5<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>AI \uc5f0\uad6c\uc18c<\/strong><\/td>\n<td>~20%<\/td>\n<td>OpenAI, Anthropic \ub4f1 \ud504\ub860\ud2f0\uc5b4 \ubaa8\ub378 \uac1c\ubc1c\uc790; \uc218\uc694 \ubcc0\ub3d9\uc131 \ub192\uc9c0\ub9cc \uac1c\ubcc4 \uc8fc\ubb38 \uaddc\ubaa8\ub294 \ub9c9\ub300; \ucd5c\uadfc \ud2b8\ub80c\ub4dc: ASIC\uc5d0\uc11c GPU\ub85c \ud68c\uadc0<\/td>\n<\/tr>\n<tr>\n<td><strong>\ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud074\ub77c\uc6b0\ub4dc<\/strong><\/td>\n<td>~50%<\/td>\n<td>Microsoft, Meta, Amazon, Google; \uc548\uc815\uc801 \ud655\uc7a5; \uc131\uc7a5\uc774 \ucef4\ud4e8\ud305\uc5d0\uc11c \ub124\ud2b8\uc6cc\ud0b9, CPU\ub85c \ud655\uc7a5<\/td>\n<\/tr>\n<tr>\n<td><strong>\uc18c\ubc84\ub9b0 AI + \uc0b0\uc5c5 AI + \uc2e0\ud765 AI \ud074\ub77c\uc6b0\ub4dc<\/strong><\/td>\n<td>~30%<\/td>\n<td>\uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \uc138\uadf8\uba3c\ud2b8; ASIC \ub300\uccb4 \uc601\ud5a5 \uac00\uc7a5 \uc801\uc74c; \ub370\uc774\ud130 \ud604\uc9c0\ud654, \uc5d0\ub108\uc9c0\/\ud1a0\uc9c0 \uc81c\uc57d, \uad6d\uac00 \uc218\uc900 AI \uc790\uc728\uc131\uc774 \uc6d0\ub3d9\ub825<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\uc8fc\ubaa9\ud560 \ub9cc\ud55c \uac83\uc740 \uc138 \ubc88\uc9f8 \uc5d4\uc9c4\u2014\u2014\uc18c\ubc84\ub9b0 AI\uc785\ub2c8\ub2e4. \ud669 CEO\ub294 \uac01\uad6d \uc815\ubd80\uac00 AI \uc778\ud504\ub77c\ub97c \uad6d\uac00 \uc548\ubcf4 \uc790\uc0b0\uc73c\ub85c \ucde8\uae09\ud558\uace0 \uc788\uc73c\uba70, \uadf8 \ud22c\uc790 \ub17c\ub9ac\ub294 \uc0c1\uc5c5 \ud074\ub77c\uc6b0\ub4dc\uc640 \ub2e4\ub974\ub2e4\uace0 \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4: <strong>\u201c\uadf8\ub4e4\uc740 \ube44\uc6a9\uc744 \ucd5c\uc801\ud654\ud558\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, \uc790\uc728\uc131\uc744 \ucd5c\uc801\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u201d<\/strong><\/p>\n<p>\uac04\uacfc\ub418\uae30 \uc26c\uc6b4 \ud558\uc774\ub77c\uc774\ud2b8: NVIDIA\uc758 <strong>CPU \ube44\uc988\ub2c8\uc2a4<\/strong>. \ud669 CEO\ub294 \uc774\ubc88 \ud68c\uacc4\uc5f0\ub3c4 CPU \ub9e4\ucd9c \ubaa9\ud45c\ub97c \uc57d <strong>200\uc5b5 \ub2ec\ub7ec<\/strong>\ub85c \uc81c\uc2dc\ud588\uc73c\uba70, \uadf8 \uc911 \uc808\ubc18 \uac00\uae4c\uc774\uac00 \ub3c5\ub9bd\ud615 Vera CPU \ub799\uc5d0\uc11c \ubc1c\uc0dd\ud55c\ub2e4\uace0 \ud569\ub2c8\ub2e4\u2014\u2014NVIDIA\uac00 \ubc94\uc6a9 \uc11c\ubc84 CPU \uc2dc\uc7a5\uc5d0 \ubcf8\uaca9 \uc9c4\ucd9c\ud558\uc5ec Intel Xeon\uacfc AMD EPYC\uc5d0 \uc9c1\uc811 \ub3c4\uc804\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ko\/gpu-npu-tpu-lpu\"><u>GPU, NPU, TPU, LPU: 2026\ub144 AI \ud504\ub85c\uc138\uc11c\uc758 \uc644\uc804\ud55c \uc9c0\ud615\ub3c4<\/u><\/a>\ub294 NVIDIA\uac00 GPU\uc5d0\uc11c CPU, DPU\ub85c \uc81c\ud488 \ub77c\uc778\uc744 \ud655\uc7a5\ud558\ub294 \uc774\uc720\u2014\u2014\ub2e4\uac01\ud654\uac00 \uc544\ub2cc \ud50c\ub7ab\ud3fc \uad6c\ucd95\uc784\uc744 \uc124\uba85\ud569\ub2c8\ub2e4.<\/p>\n<h2 id=\"\ub9ac\uc2a4\ud06c\uc640-\uacfc\uc81c-\uc2dc\uc7a5\uc774-\uc5ec\uc804\ud788-\ubd88\uc548\ud55c-\uc774\uc720\"><strong>5. \ub9ac\uc2a4\ud06c\uc640 \uacfc\uc81c: \uc2dc\uc7a5\uc774 \uc5ec\uc804\ud788 \ubd88\uc548\ud55c \uc774\uc720<\/strong><\/h2>\n<p>\ud669 CEO\uc758 \uc790\uc2e0\uac10 \ub118\uce58\ub294 \ud504\ub808\uc820\ud14c\uc774\uc158\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, Morgan Stanley \ubcf4\uace0\uc11c\ub294 \ub124 \uac00\uc9c0 \ud575\uc2ec \ub9ac\uc2a4\ud06c\ub97c \ub098\uc5f4\ud588\uc2b5\ub2c8\ub2e4:<\/p>\n<ol type=\"1\">\n<li><strong>\uc608\uc0c1\ubcf4\ub2e4 \ube60\ub978 \ud558\ub4dc\uc6e8\uc5b4 \uacf5\uae09 \ud655\ub300<\/strong>\u2014\u2014TSMC CoWoS \ud655\uc7a5\uc774 \uc218\uc694\ub97c \uc55e\uc9c0\ub974\uac70\ub098 \uacbd\uc7c1\uc0ac(Samsung 2nm GAA)\uc758 \uc218\uc728\uc774 \ub3cc\ud30c\uad6c\ub97c \ucc3e\uc73c\uba74, GPU \uacf5\uae09 \uacfc\uc789\uc774 NVIDIA\uc758 \uac00\uaca9 \uacb0\uc815\ub825\uc744 \uc57d\ud654\uc2dc\ud0ac \uc218 \uc788\uc74c<\/li>\n<li><strong>AI R&amp;D \ube44\uc6a9\uc758 \uadf9\uc801\uc778 \ud558\ub77d<\/strong>\u2014\u2014DeepSeek \uc2a4\ud0c0\uc77c\uc758 \uc544\ud0a4\ud14d\ucc98 \ud601\uc2e0\uc774 \ud6c8\ub828 \ucef4\ud4e8\ud305 \uc694\uad6c\ub7c9\uc744 \uae09\uac10\uc2dc\ud0a4\uba74, \ub2e8\uc704\ub2f9 \uc218\uc694\uac00 \uac10\uc18c<\/li>\n<li><strong>\uacbd\uc7c1\uc0ac\uc758 \ud30c\uad34\uc801 \uc81c\ud488<\/strong>\u2014\u2014AMD, Intel, \ub610\ub294 \uc2e0\ud765 ASIC \ubca4\ub354\uac00 \ud2b9\uc815 \uc720\uc2a4\ucf00\uc774\uc2a4\uc5d0\uc11c GPU\ub97c \ud06c\uac8c \ub2a5\uac00\ud558\ub294 \uc194\ub8e8\uc158\uc744 \uc81c\uacf5\ud560 \uac00\ub2a5\uc131<\/li>\n<li><strong>\ud074\ub77c\uc6b0\ub4dc \uace0\uac1d\uc774 \uacbd\uc7c1\uc790\ub85c \uc804\ud658<\/strong>\u2014\u2014Google TPU\ub294 \uac00\uc7a5 \uc131\uc219\ud55c ASIC \uc0dd\ud0dc\uacc4; Meta\uc758 Iris \uce69\uc740 9\uc6d4 \uc591\uc0b0 \uc2dc\uc791; \uc8fc\uc694 \uace0\uac1d\uc774 \ub77c\uc774\ubc8c\uc774 \ub418\ub294 \ub9ac\uc2a4\ud06c\ub294 \uc9c0\uc18d<\/li>\n<\/ol>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ko\/meta-compute-ai-cloud\"><u>Meta Compute: \uc800\ucee4\ubc84\uadf8\uc758 $1,450\uc5b5 AI \ub3c4\ubc15\uacfc \uae00\ub85c\ubc8c \ubc18\ub3c4\uccb4 \ud3ed\ub77d<\/u><\/a> \uc0ac\ub840\ub294 \u201c\ucef4\ud4e8\ud305 \uacfc\uc789\u201d\uc5d0 \ub300\ud55c \uacf5\ud3ec\uac00 \uadfc\uac70 \uc5c6\ub294 \uac83\uc73c\ub85c \ud310\uba85\ub418\ub354\ub77c\ub3c4 \ud558\ub8e8 \ub9cc\uc5d0 \uc218\ucc9c\uc5b5 \ub2ec\ub7ec\uc758 \uc2dc\uc7a5 \uac00\uce58\ub97c \uc99d\ubc1c\uc2dc\ud0ac \uc218 \uc788\uc74c\uc744 \uc785\uc99d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \ub9ac\uc2a4\ud06c \uac01\uac01\uc774 \uc5ed\uc124\uc801\uc73c\ub85c NVIDIA\uc758 \ud574\uc790(\u8b77\u57ce\u6cb3)\uc758 \uae4a\uc774\ub97c \ubd80\uac01\uc2dc\ud0b5\ub2c8\ub2e4. <strong>\ubaa8\ub4e0 \uc704\ud611 \uc2dc\ub098\ub9ac\uc624\ub294 \uacbd\uc7c1\uc0ac\uac00 \uba3c\uc800 \uae30\uc220, \uc0dd\ud0dc\uacc4, \uaddc\ubaa8\uc5d0\uc11c NVIDIA\uc640 \ub3d9\ub4f1\ud55c \uc218\uc900\uc5d0 \ub3c4\ub2ec\ud558\ub294 \uac83\uc744 \uc804\uc81c\ub85c \ud569\ub2c8\ub2e4<\/strong>\u2014\u2014\uadf8\ub9ac\uace0 \ubc14\ub85c \uadf8\uac83\uc774 \uac00\uc7a5 \uc5b4\ub824\uc6b4 \ubd80\ubd84\uc785\ub2c8\ub2e4.<\/p>\n<h2 id=\"\uacb0\ub860-gpu-\uacf5\uae09\uc5c5\uccb4\uc5d0\uc11c-\ucef4\ud4e8\ud305-\ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758-\uc9c4\ud654\"><strong>\uacb0\ub860: GPU \uacf5\uae09\uc5c5\uccb4\uc5d0\uc11c \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc9c4\ud654<\/strong><\/h2>\n<p>\ud669 CEO\uac00 Morgan Stanley\uc5d0\uc11c \uc81c\uc2dc\ud55c \uac83\uc740 \ud45c\uba74\uc801\uc73c\ub85c\ub294 \uc138 \uac00\uc9c0 \uc57d\uc138 \uc2dc\ub098\ub9ac\uc624\uc5d0 \ub300\ud55c \ubc18\ubc15\uc774\uc5c8\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ub354 \uae4a\uc740 \uba54\uc2dc\uc9c0\ub294 NVIDIA\uc758 <strong>GPU \uacf5\uae09\uc5c5\uccb4\uc5d0\uc11c GPU, CPU, DPU, \ub124\ud2b8\uc6cc\ud0b9\uc744 \uc544\uc6b0\ub974\ub294 \ud1b5\ud569 \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc\uc73c\ub85c\uc758 \uc9c4\ud654<\/strong>\uc600\uc2b5\ub2c8\ub2e4.<\/p>\n<p>\uc774 \uc804\ub7b5\uc801 \ud568\uc758: \uace0\uac1d\uc774 \ub799 \uc2a4\ucf00\uc77c \uc2dc\uc2a4\ud15c\u2014\u2014Vera CPU\ubd80\ud130 Rubin Ultra GPU, Spectrum-X \ub124\ud2b8\uc6cc\ud0b9\uae4c\uc9c0\u2014\u2014\uc744 \uad6c\ub9e4\ud560 \ub54c, \ub2e8\uc77c \uad6c\uc131 \uc694\uc18c\uc758 \ub300\uccb4 \uac00\ub2a5\uc131\uc740 \uae09\uaca9\ud788 \ub0ae\uc544\uc9d1\ub2c8\ub2e4. NVIDIA\ub294 \uce69\uc744 \ud30c\ub294 \uac83\uc774 \uc544\ub2c8\ub77c, <strong>\ud574\uccb4\uc5d0 \uc800\ud56d\ud558\ub294 \ud1b5\ud569 \ucef4\ud4e8\ud305 \uc544\ud0a4\ud14d\ucc98<\/strong>\ub97c \ud314\uace0 \uc788\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p>AI \uc778\ud504\ub77c\ub97c \uacc4\ud68d\ud558\ub294 \uae30\uc5c5\uc5d0\uac8c \uc774 \ub85c\ub4dc\uc1fc\uac00 \uc81c\uc2dc\ud558\ub294 \ud575\uc2ec \uad50\ud6c8\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4:<\/p>\n<ol type=\"1\">\n<li><strong>\ucef4\ud4e8\ud305 \uacf5\uae09\uc740 \ud76c\uc18c\uc131\uc5d0\uc11c \ud48d\uc694\ub85c\uc6c0\uc73c\ub85c \uc804\ud658 \uc911\uc774\uc9c0\ub9cc, \ucd5c\ucca8\ub2e8 \ucef4\ud4e8\ud305\uc740 \uc5ec\uc804\ud788 \uc9d1\uc911\ub418\uc5b4 \uc788\ub2e4<\/strong>\u2014\u2014\uc870\ub2ec \uc804\ub7b5\uc5d0\uc11c \u2019\ubc94\uc6a9 \ucef4\ud4e8\ud305\u2019\uacfc \u2019\ud504\ub860\ud2f0\uc5b4 \ucef4\ud4e8\ud305\u2019\uc744 \uad6c\ubd84\ud574\uc57c \ud568<\/li>\n<li><strong>ASIC\uacfc GPU\ub294 \uc81c\ub85c\uc12c \uac8c\uc784\uc774 \uc544\ub2c8\ub2e4<\/strong>\u2014\u2014\uc591\uc790\ub294 \uc7a5\uae30\uc801\uc73c\ub85c \uacf5\uc874\ud558\uba70, \uc6cc\ud06c\ub85c\ub4dc(\ud6c8\ub828 \ub300 \ucd94\ub860)\uc5d0 \ub530\ub77c \ucd5c\uc801\uc548\uc744 \uc120\ud0dd\ud574\uc57c \ud568<\/li>\n<li><strong>NVIDIA\uc758 \uac00\uaca9 \uacb0\uc815\ub825\uc740 \uc2e4\ub9ac\ucf58\uc774 \uc544\ub2cc \uc0dd\ud0dc\uacc4\uc5d0\uc11c \ube44\ub86f\ub41c\ub2e4<\/strong>\u2014\u2014CUDA\uc758 \ub124\ud2b8\uc6cc\ud06c \ud6a8\uacfc\ub294 \ub2e8\uae30\uc801\uc73c\ub85c \ubcf5\uc81c \ubd88\uac00<\/li>\n<li><strong>\uc18c\ubc84\ub9b0 AI\uc640 \uc0b0\uc5c5 AI\ub294 \ub2e4\uc74c \ubb3c\uacb0\uc774\ub2e4<\/strong>\u2014\u2014\uc774 \uc138\uadf8\uba3c\ud2b8\ub294 \uace0\uac1d \uae30\ubc18\uc774 \ub354 \ubd84\uc0b0\ub418\uc5b4 \uc788\uace0 \uc218\uc694\uac00 \ub354 \ub2e4\uc591\ud558\uc5ec, NVIDIA\uc5d0\uac8c \ub354 \uc548\uc815\uc801\uc778 \ub9e4\ucd9c \uae30\ubc18\uc744 \uc758\ubbf8<\/li>\n<\/ol>\n<p>\ud669 CEO\uc758 \ub9c8\uc9c0\ub9c9 \ud55c \ub9c8\ub514\uac00 \uc774 \uc21c\uac04\uc744 \uac00\uc7a5 \uc798 \ud3ec\ucc29\ud569\ub2c8\ub2e4: <strong>\u201c\uc5c5\uacc4\uc5d0\uc11c \uc790\uc2e0\uc758 \ucef4\ud4e8\ud305\uc774 \ub108\ubb34 \ub9ce\ub2e4\uace0 \uc0dd\uac01\ud558\ub294 \uc0ac\ub78c\uc744 \ub098\ub294 \ud55c \uba85\ub3c4 \ubaa8\ub985\ub2c8\ub2e4.\u201d<\/strong><\/p>\n<p><em>\ubcf8 \uae30\uc0ac\ub294 INFINITIX \ud300\uc5d0 \uc758\ud574 \ud3b8\uc9d1\ub418\uc5c8\uc2b5\ub2c8\ub2e4. \uc815\ubcf4 \ucd9c\ucc98: <a href=\"https:\/\/in.investing.com\/news\/stock-market-news\/morgan-stanley-reiterates-overweight-on-nvidia-stock-citing-diversified-growth-93CH-5491461\" target=\"_blank\" rel=\"noopener\">Morgan Stanley NVIDIA Research Report<\/a>, <a href=\"https:\/\/dataconomy.com\/2026\/07\/13\/nvidia-ceo-quarterly-revenue-100-billion\/\" target=\"_blank\" rel=\"noopener\">DataConomy Roadshow Coverage<\/a>, <a href=\"https:\/\/www.edgen.tech\/zh\/news\/post\/nvidias-jensen-huang-denies-rubin-delay-sees-asic-rival-shift-50-to-gpus\" target=\"_blank\" rel=\"noopener\">EdgeN ASIC Competition Analysis<\/a>, <a href=\"https:\/\/semianalysis.com\" target=\"_blank\" rel=\"noopener\">SemiAnalysis Rubin Ultra Technical Analysis<\/a>, \ubc0f \ub2e4\uc218 \uae08\uc735 \ubbf8\ub514\uc5b4 \ubcf4\ub3c4.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2026\ub144 7\uc6d4, NVIDIA CEO \uc820\uc2a8 \ud669\uc774 Morgan Stanley \ube44\uacf5\uac1c \ud22c\uc790\uc790 \ub85c\ub4dc\uc1fc\uc5d0 \ucc38\uc11d\ud574 \ubd84\uae30 \ub9e4\ucd9c 1,000\uc5b5 \ub2ec\ub7ec \ub3cc\ud30c\uac00 \uc784\ubc15\ud588\uc73c\uba70 \uc131\uc7a5\uc740 \uc5ec\uc804\ud788 \uac00\uc18d \uc911\uc774\ub77c\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4. Rubin Ultra\uc758 2027\ub144 \ucd9c\ud558 \uc77c\uc815\uc744 \uc7ac\ud655\uc778\ud558\uace0, ASIC\uc5d0 \uc758\uc874\ud558\ub358 \uc8fc\uc694 AI \uc5f0\uad6c\uc18c\uac00 GPU\ub85c \ud68c\uadc0\ud558\uace0 \uc788\ub2e4\ub294 \ucda9\uaca9\uc801\uc778 \uc0ac\uc2e4\uc744 \uacf5\uac1c\ud55c \uc774\ubc88 \ub85c\ub4dc\uc1fc\uc758 \uc804\ubaa8\ub97c \uc22b\uc790, \uae30\uc220, \uacbd\uc7c1 \uad6c\ub3c4\uc5d0\uc11c \ucca0\uc800\ud788 \ubd84\uc11d\ud569\ub2c8\ub2e4.<\/p>\n","protected":false},"author":253372376,"featured_media":13679,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[96987604,96987592,96987604,96987592],"tags":[96987769,96988087],"class_list":["post-13661","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-news","category-featured-articles","tag-nvidia-2","tag-gpu-2-en"],"blocksy_meta":[],"acf":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/ai-stack.ai\/wp-content\/uploads\/2026\/07\/ko-1.jpg?fit=1920%2C1080&quality=100&ct=202603031250&ssl=1","jetpack_shortlink":"https:\/\/wp.me\/ph344V-3yl","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/posts\/13661","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/users\/253372376"}],"replies":[{"embeddable":true,"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/comments?post=13661"}],"version-history":[{"count":2,"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/posts\/13661\/revisions"}],"predecessor-version":[{"id":13666,"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/posts\/13661\/revisions\/13666"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/media\/13679"}],"wp:attachment":[{"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/media?parent=13661"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/categories?post=13661"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ai-stack.ai\/ko\/wp-json\/wp\/v2\/tags?post=13661"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}