{"id":4534,"date":"2026-06-19T00:47:35","date_gmt":"2026-06-19T00:47:35","guid":{"rendered":"https:\/\/carbonnews.co.kr\/?p=4534"},"modified":"2026-09-04T05:44:44","modified_gmt":"2026-09-04T05:44:44","slug":"ai-%ec%97%b0%ec%82%b0%eb%a0%a5%eb%8f%84-%ec%9e%90%ec%82%b0%ec%9d%b4-%eb%90%98%eb%8a%94-%ec%8b%9c%eb%8c%80-%ed%83%84%ec%86%8c%eb%b0%b0%ec%b6%9c%ea%b6%8c-%ec%8b%9c%ec%9e%a5-%eb%aa%a8","status":"publish","type":"post","link":"https:\/\/carbonnews.co.kr\/?p=4534","title":{"rendered":"\u2018AI \uc5f0\uc0b0\ub825\u2019\ub3c4 \uc790\uc0b0\uc774 \ub418\ub294 \uc2dc\ub300, \ud0c4\uc18c\ubc30\ucd9c\uad8c \uc2dc\uc7a5 \ubaa8\ub378 \ub530\ub974\ub098"},"content":{"rendered":"

\uc778\uacf5\uc9c0\ub2a5(AI) \uc0b0\uc5c5\uc758 \ud575\uc2ec \uc790\uc6d0\uc778 \ub370\uc774\ud130\uc13c\ud130 \uc5f0\uc0b0 \ub2a5\ub825\uc774 \uc6d0\uc720\uc640 \uae08, \uc804\ub825\uc5d0 \uc774\uc5b4 \uc0c8\ub85c\uc6b4 \uac70\ub798 \uc790\uc0b0\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4. \ubbf8\uad6d \uc2dc\uce74\uace0\uc0c1\uc5c5\uac70\ub798\uc18c(CME Group)\uac00 AI \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \uc2e4\ub9ac\ucf58\ub370\uc774\ud130(Silicon Data)\uc640 \ud611\ub825\ud574 GPU(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58) \uc0ac\uc6a9\ub8cc\ub97c \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud558\ub294 \uc120\ubb3c\uacc4\uc57d \ucd9c\uc2dc\ub97c \ucd94\uc9c4\ud558\uba74\uc11c\ub2e4.<\/p>\n

\ubbf8\uad6d CNBC\uc5d0 \ub530\ub974\uba74 \uc591\uc0ac\ub294 \uc5d4\ube44\ub514\uc544 H100 \ub4f1 \uace0\uc131\ub2a5 AI \ubc18\ub3c4\uccb4\uc758 \uc784\ub300 \uac00\uaca9\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uc120\ubb3c\uc0c1\ud488 \uac1c\ubc1c\uc744 \uc9c4\ud589 \uc911\uc774\ub2e4. \uae30\uc5c5\ub4e4\uc774 \uae09\ub4f1\ud558\ub294 AI \uc5f0\uc0b0 \ube44\uc6a9\uacfc \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601\ube44, \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc6a9\ub8cc\uc5d0 \ub300\ud55c \uac00\uaca9 \ubcc0\ub3d9 \uc704\ud5d8\uc744 \ud5e4\uc9c0\ud560 \uc218 \uc788\ub3c4\ub85d \ud558\uae30 \uc704\ud55c \ubaa9\uc801\uc774\ub2e4.<\/p>\n

\ud604\uc7ac \ub300\ubd80\ubd84\uc758 \uae30\uc5c5\uc740 \uc218\uc5b5 \uc6d0\uc5d0 \ub2ec\ud558\ub294 AI\uc6a9 GPU\ub97c \uc9c1\uc811 \uad6c\ub9e4\ud558\uae30\ubcf4\ub2e4 \ud074\ub77c\uc6b0\ub4dc \uc0ac\uc5c5\uc790\ub098 \uc804\ubb38 \uc11c\ube44\uc2a4 \uae30\uc5c5\uc73c\ub85c\ubd80\ud130 \uc784\ub300\ud574 \uc0ac\uc6a9\ud55c\ub2e4. \uadf8\ub7ec\ub098 \uc0dd\uc131\ud615 AI \ud655\uc0b0\uacfc \ucd08\uac70\ub300 \ubaa8\ub378 \uac1c\ubc1c \uacbd\uc7c1\uc774 \uc2ec\ud654\ub418\uba74\uc11c GPU \uacf5\uae09 \ubd80\uc871 \ud604\uc0c1\uc774 \uc774\uc5b4\uc9c0\uace0 \uc788\uace0, \uc9c0\uc5ed\uacfc \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub530\ub77c \uac00\uaca9 \ud3b8\ucc28\ub3c4 \ud06c\uac8c \ub098\ud0c0\ub098\uace0 \uc788\ub2e4.<\/p>\n

\uc2e4\ub9ac\ucf58\ub370\uc774\ud130\ub294 \uc774\ub7ec\ud55c \uc2dc\uc7a5\uc758 \ubd88\ud22c\uba85\uc131\uc744 \ud574\uc18c\ud558\uae30 \uc704\ud574 \uc5ec\ub7ec AI \uce69\uc758 \uc2dc\uac04\ub2f9 \uc784\ub300 \uac00\uaca9\uc744 \uc885\ud569\ud55c ‘\uc77c\uc77c GPU \ubca4\uce58\ub9c8\ud06c \uc9c0\uc218(Daily GPU Benchmark Index)’\ub97c \uac1c\ubc1c\ud588\ub2e4. CME\uac00 \ucd94\uc9c4\ud558\ub294 \uc120\ubb3c\uc0c1\ud488\uc740 \uc774 \uc9c0\uc218\ub97c \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud65c\uc6a9\ud560 \uc608\uc815\uc774\ub2e4.<\/p>\n

\ud14c\ub9ac \ub354\ud53c(Terry Duffy) CME \uadf8\ub8f9 \ud68c\uc7a5 \uacb8 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 “\ucef4\ud4e8\ud305 \ud30c\uc6cc\ub294 \ub514\uc9c0\ud138 \uacbd\uc81c\uc758 \ud575\uc2ec \uc778\ud504\ub77c\uc774\uba70 21\uc138\uae30\uc758 \uc0c8\ub85c\uc6b4 \uc11d\uc720(New Oil)\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4”\uba70 “\ucef4\ud4e8\ud305 \uc790\uc6d0\uc740 \uc774\uc81c \ub3c5\ub9bd\uc801\uc778 \uc790\uc0b0\uad70\uc73c\ub85c \ubc1c\uc804\ud558\uace0 \uc788\ub2e4”\uace0 \ud3c9\uac00\ud588\ub2e4.<\/p>\n

\uc2dc\uc7a5 \ubc18\uc751\ub3c4 \ube60\ub974\uac8c \ub098\ud0c0\ub098\uace0 \uc788\ub2e4. \ubbf8\uad6d \uc790\uc0b0\uc6b4\uc6a9\uc0ac \ud504\ub85c\uc170\uc5b4\uc988(ProShares)\uc640 \ub809\uc2a4 \uc170\uc5b4\uc988(Rex Shares)\ub294 GPU \ucef4\ud4e8\ud305 \uc120\ubb3c\uacfc \uc5f0\uacc4\ud55c \ub808\ubc84\ub9ac\uc9c0\u00b7\uc778\ubc84\uc2a4 ETF \ucd9c\uc2dc\ub97c \uc704\ud55c \uad00\ub828 \uc11c\ub958\ub97c \ubbf8\uad6d \uaddc\uc81c\ub2f9\uad6d\uc5d0 \uc81c\ucd9c\ud55c \uac83\uc73c\ub85c \uc54c\ub824\uc84c\ub2e4. \uc120\ubb3c\uc2dc\uc7a5\uc774 \ubcf8\uaca9\uc801\uc73c\ub85c \ud615\uc131\ub420 \uacbd\uc6b0 AI \uc5f0\uc0b0 \ub2a5\ub825\uc744 \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud55c \uae08\uc735\uc0c1\ud488 \uc2dc\uc7a5\ub3c4 \ube60\ub974\uac8c \ud655\ub300\ub420 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.<\/p>\n

\uc5c5\uacc4\uc5d0\uc11c\ub294 \uc774\ubc88 \uc6c0\uc9c1\uc784\uc774 \ucd08\uae30 \ud0c4\uc18c\ubc30\ucd9c\uad8c \uc2dc\uc7a5\uc758 \ud615\uc131\uacfc \uc720\uc0ac\ud55c \uce21\uba74\uc774 \uc788\ub2e4\uace0 \ubd84\uc11d\ud55c\ub2e4. \ud0c4\uc18c\ubc30\ucd9c\uad8c\uc774 \ud658\uacbd\uaddc\uc81c\ub97c \ud1b5\ud574 ‘\ud0c4\uc18c\ub97c \ubc30\ucd9c\ud560 \uc218 \uc788\ub294 \uad8c\ub9ac’\ub97c \uac70\ub798 \uac00\ub2a5\ud55c \uc790\uc0b0\uc73c\ub85c \uc804\ud658\ud588\ub2e4\uba74, AI \ucef4\ud4e8\ud305 \uc120\ubb3c\uc740 GPU \ubd80\uc871\uacfc \uc804\ub825 \uc81c\uc57d \ub4f1 \ud604\uc2e4\uc758 \ubb3c\ub9ac\uc801 \ud55c\uacc4\ub85c \uc778\ud574 \ubc1c\uc0dd\ud55c ‘\uc5f0\uc0b0 \ub2a5\ub825 \uc0ac\uc6a9 \uad8c\ub9ac’\ub97c \uae08\uc735\uc790\uc0b0\uc73c\ub85c \uc804\ud658\ud558\ub294 \uacfc\uc815\uc774\ub77c\ub294 \uac83\uc774\ub2e4.<\/p>\n

\ud2b9\ud788 AI \uc0b0\uc5c5\uc774 \ub9c9\ub300\ud55c \uc804\ub825\uc744 \uc18c\ube44\ud558\ub294 \uad6c\uc870\ub77c\ub294 \uc810\uc5d0\uc11c \ud5a5\ud6c4 \ud0c4\uc18c\uc2dc\uc7a5\uacfc\uc758 \uc5f0\uacc4 \uac00\ub2a5\uc131\ub3c4 \uc8fc\ubaa9\ub41c\ub2e4. \uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c(IEA)\ub294 AI \ub370\uc774\ud130\uc13c\ud130\uc758 \uc804\ub825 \uc218\uc694\uac00 \ud5a5\ud6c4 \uc218\ub144\uac04 \uae09\uaca9\ud788 \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ud558\uace0 \uc788\uc73c\uba70, \uae00\ub85c\ubc8c \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\ub3c4 \uc7ac\uc0dd\uc5d0\ub108\uc9c0 \ud655\ubcf4\uc640 \ud0c4\uc18c\ubc30\ucd9c\uad8c \uad6c\ub9e4\ub97c \ud655\ub300\ud558\uace0 \uc788\ub2e4. AI \uc5f0\uc0b0 \ub2a5\ub825\uc774 \ud558\ub098\uc758 \uac70\ub798 \uc790\uc0b0\uc73c\ub85c \uc815\ucc29\ud560 \uacbd\uc6b0 \ud5a5\ud6c4\uc5d0\ub294 \ucef4\ud4e8\ud305 \ube44\uc6a9\uacfc \uc804\ub825\uac00\uaca9, \ud0c4\uc18c\uac00\uaca9\uc774 \uc11c\ub85c \uc601\ud5a5\uc744 \uc8fc\uace0\ubc1b\ub294 \uc0c8\ub85c\uc6b4 \uc2dc\uc7a5 \uad6c\uc870\uac00 \ud615\uc131\ub420 \uac00\ub2a5\uc131\ub3c4 \uc81c\uae30\ub41c\ub2e4.<\/p>\n

\uc804\ubb38\uac00\ub4e4\uc740 \ud0c4\uc18c\ubc30\ucd9c\uad8c\uc774 ‘\ud658\uacbd\uc758 \ud76c\uc18c\uc131’\uc744 \uae08\uc735\ud654\ud55c \uc2dc\uc7a5\uc774\ub77c\uba74, GPU \uc120\ubb3c\uc740 ‘\ub514\uc9c0\ud138 \uc5f0\uc0b0 \ub2a5\ub825\uc758 \ud76c\uc18c\uc131’\uc744 \uae08\uc735\ud654\ud55c \uc0ac\ub840\ub77c\uace0 \ud3c9\uac00\ud55c\ub2e4. \uc774\ub294 \uae30\ud6c4\uc704\uae30 \uc2dc\ub300\uc758 \ud0c4\uc18c\uc790\uc0b0\uc5d0 \uc774\uc5b4 AI \uc2dc\ub300\uc758 \ucef4\ud4e8\ud305 \uc790\uc0b0\uc774 \uc0c8\ub85c\uc6b4 \uae00\ub85c\ubc8c \uac70\ub798 \uc0c1\ud488\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc74c\uc744 \ubcf4\uc5ec\uc8fc\ub294 \uc0c1\uc9d5\uc801 \uc0ac\ub840\ub77c\ub294 \ubd84\uc11d\uc774\ub2e4.<\/p>\n

\ud55c\ud3b8 CNBC\ub294 “\uc218\uc2ed \ub144 \ub3d9\uc548 \uae30\uc5c5\ub4e4\uc740 \uc6d0\uc720\uc640 \ub18d\uc0b0\ubb3c, \uae08\uc18d \uac00\uaca9 \ubcc0\ub3d9 \uc704\ud5d8\uc744 \uc120\ubb3c\uc2dc\uc7a5\uc744 \ud1b5\ud574 \uad00\ub9ac\ud574 \uc654\ub2e4”\uba70 “\uc774\uc81c AI \uc0b0\uc5c5 \uc5ed\uc2dc \uac19\uc740 \uae08\uc735 \uba54\ucee4\ub2c8\uc998\uc744 \ud65c\uc6a9\ud574 \uc5f0\uc0b0 \ub2a5\ub825\uc774\ub77c\ub294 \uc0c8\ub85c\uc6b4 \uc790\uc0b0\uc744 \uac70\ub798\ud558\ub824 \ud558\uace0 \uc788\ub2e4”\uace0 \ubcf4\ub3c4\ud588\ub2e4.(\ud55c\uad6d\ud0c4\uc18c\uc2e0\ubb38\/\uc774\uc815\ubbf8 \uae30\uc790)
\nCNBC \uc601\uc0c1 \ub9c1\ud06c :\u00a0 https:\/\/youtu.be\/e-gcm9bL1Vk?t=3<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc778\uacf5\uc9c0\ub2a5(AI) \uc0b0\uc5c5\uc758 \ud575\uc2ec \uc790\uc6d0\uc778 \ub370\uc774\ud130\uc13c\ud130 \uc5f0\uc0b0 \ub2a5\ub825\uc774 \uc6d0\uc720\uc640 \uae08, \uc804\ub825\uc5d0 \uc774\uc5b4 \uc0c8\ub85c\uc6b4 \uac70\ub798 \uc790\uc0b0\uc73c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\ub2e4. \ubbf8\uad6d \uc2dc\uce74\uace0\uc0c1\uc5c5\uac70\ub798\uc18c(CME Group)\uac00 AI \uc2dc\uc7a5\uc870\uc0ac\uc5c5\uccb4 \uc2e4\ub9ac\ucf58\ub370\uc774\ud130(Silicon Data)\uc640 \ud611\ub825\ud574 GPU(\uadf8\ub798\ud53d\ucc98\ub9ac\uc7a5\uce58) \uc0ac\uc6a9\ub8cc\ub97c \uae30\ucd08\uc790\uc0b0\uc73c\ub85c \ud558\ub294 \uc120\ubb3c\uacc4\uc57d \ucd9c\uc2dc\ub97c \ucd94\uc9c4\ud558\uba74\uc11c\ub2e4. \ubbf8\uad6d CNBC\uc5d0 \ub530\ub974\uba74 \uc591\uc0ac\ub294 \uc5d4\ube44\ub514\uc544 H100 \ub4f1 \uace0\uc131\ub2a5 AI \ubc18\ub3c4\uccb4\uc758 \uc784\ub300 \uac00\uaca9\uc744 \uae30\ubc18\uc73c\ub85c \ud55c \uc120\ubb3c\uc0c1\ud488 \uac1c\ubc1c\uc744 \uc9c4\ud589 \uc911\uc774\ub2e4. \uae30\uc5c5\ub4e4\uc774 \uae09\ub4f1\ud558\ub294 AI \uc5f0\uc0b0 \ube44\uc6a9\uacfc \ub370\uc774\ud130\uc13c\ud130 […]<\/p>\n","protected":false},"author":1,"featured_media":4536,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[22,13],"tags":[],"class_list":["post-4534","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-22","category-13","additional-39"],"acf":[],"_links":{"self":[{"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/4534","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=4534"}],"version-history":[{"count":1,"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/4534\/revisions"}],"predecessor-version":[{"id":4535,"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=\/wp\/v2\/posts\/4534\/revisions\/4535"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=\/wp\/v2\/media\/4536"}],"wp:attachment":[{"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=4534"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=4534"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/carbonnews.co.kr\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=4534"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}