{"id":111,"date":"2024-02-07T12:09:39","date_gmt":"2024-02-07T03:09:39","guid":{"rendered":"https:\/\/personalmatter.xyz\/?p=111"},"modified":"2024-02-07T12:09:39","modified_gmt":"2024-02-07T03:09:39","slug":"%ec%8a%88%ed%8d%bc-%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%9c-%ec%bb%b4%ed%93%a8%ed%84%b0%ea%b0%80-%ec%b0%a8%ec%84%b8%eb%8c%80-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%ea%b0%80-%eb%90%a0-%ec%88%98-%ec%9e%88","status":"publish","type":"post","link":"https:\/\/personalmatter.xyz\/%ec%8a%88%ed%8d%bc-%eb%a7%88%ec%9d%b4%ed%81%ac%eb%a1%9c-%ec%bb%b4%ed%93%a8%ed%84%b0%ea%b0%80-%ec%b0%a8%ec%84%b8%eb%8c%80-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84%ea%b0%80-%eb%90%a0-%ec%88%98-%ec%9e%88\/","title":{"rendered":"\uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130\uac00 \ucc28\uc138\ub300 \uc5d4\ube44\ub514\uc544\uac00 \ub420 \uc218 \uc788\uc744\uae4c\uc694?"},"content":{"rendered":"

\uc62c\ud574 \uac00\uc7a5 \uc778\uae30 \uc788\ub294 \uc8fc\uc2dd-\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130\uc5d0 \ub300\ud574 \ubc30\uc6b8 \uae30\ud68c\ub97c \ub193\uce58\uc9c0 \ub9c8\uc138\uc694.<\/h2>\n

 <\/p>\n

\uc5d4\ube44\ub514\uc544(NASDAQ: NVDA)\ub294 \ud55c\ub3d9\uc548 \uc6d4\uac00\uc758 \uc0ac\ub791\uc744 \ubc1b\uc544\uc654\uc2b5\ub2c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uc81c\uc870\uc5c5\uccb4\uc758 \uc8fc\uac00\ub294 \uc9c0\ub09c 5\ub144\uac04 \ubb34\ub824 1,700% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \uc62c\ud574\ub294 \ub610 \ub2e4\ub978 \uc8fc\uc2dd\uc774 \uc6d4\uac00\uc758 \ub208\uc5d0 \ub744\uc5c8\uc2b5\ub2c8\ub2e4. \uc9c0\uae08\uae4c\uc9c0 98%\ub098 \ub208\uc5d0 \ub744\ub294 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub294 \uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130(SMCI 2.75%)\ub294 \uc6d4\uac00\uc5d0\uc11c \uac00\uc7a5 \uc778\uae30 \uc788\ub294 \uc8fc\uc2dd\uc784\uc5d0 \ud2c0\ub9bc\uc5c6\uc2b5\ub2c8\ub2e4.<\/p>\n

\ud558\uc9c0\ub9cc \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \uad81\uae08\ud55c \uc810\uc740 \ub2e4\uc74c\uacfc \uac19\uc2b5\ub2c8\ub2e4. \ud68c\uc0ac\ub294 \uadf8\uc800 \ub208 \uae5c\uc9dd\ud560 \uc0ac\uc774\uc5d0 \uc0dd\uae34 \uac83\uc77c\uae4c\uc694, \uc544\ub2c8\uba74 \uc9c4\uc815\ud55c \ud798\uc744 \uac00\uc9c4 \uc8fc\uc2dd\uc77c\uae4c\uc694?<\/p>\n

 <\/p>\n

\"Supermicrocomputer\"<\/p>\n

<\/h2>\n

\uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130\ub294 \ubb34\uc5c7\uc744 \ud569\ub2c8\uae4c?<\/h2>\n

\uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130\uc5d0 \ub300\ud574 \uc54c\uc544\uc57c \ud560 \uccab \ubc88\uc9f8 \uc0ac\ud56d\uc740 \ud68c\uc0ac\uac00 \uc218\uc2ed \ub144 \ub3d9\uc548 \uc874\uc7ac\ud574 \uc654\ub2e4\ub294 \uac83\uc785\ub2c8\ub2e4. 1993\ub144\uc5d0 \uc124\ub9bd\ub41c \uc774 \ud68c\uc0ac\uc758 \uc8fc\uc2dd\uc740 2007\ub144 \uae30\uc5c5\uacf5\uac1c(IPO)\ub97c \ud1b5\ud574 \ub370\ubdd4\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\"\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130<\/p>\n

 <\/p>\n

\uc774 \ud68c\uc0ac\ub294 \uc11c\ubc84, \uc2a4\ud1a0\ub9ac\uc9c0 \ubc0f \ubcf4\uc548 \uc7a5\ube44\uc5d0 \uc911\uc810\uc744 \ub450\uace0 \ucef4\ud4e8\ud130 \ud558\ub4dc\uc6e8\uc5b4\ub97c \ub9cc\ub4e4\uace0 \ud310\ub9e4\ud569\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \ud68c\uc0ac\uc758 \ub9e4\ucd9c\uc774 \uacf5\uae30\uc5c5\uc73c\ub85c\uc11c\uc758 \uccab 10\ub144 \ubc18 \ub3d9\uc548 \ud06c\uac8c \uc131\uc7a5\ud588\uc9c0\ub9cc, \uc9c0\ub09c 12\uac1c\uc6d4 \ub3d9\uc548 \uc0c8\ub85c\uc6b4 \uc694\uc18c\uc778 AI\uac00 \uc218\uc775\uc744 \ub192\uc740 \uc218\uc900\uc73c\ub85c \ub04c\uc5b4\uc62c\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n

\uac04\ub2e8\ud788 \ub9d0\ud574\uc11c, \uc778\uacf5\uc9c0\ub2a5\uc73c\ub85c \uc791\ub3d9\ub418\ub294 \ub3c4\uad6c\ub294 \ub9ce\uc740 \ucef4\ud4e8\ud305 \ub2a5\ub825\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \ub9ce\uc740 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4. \uba54\ud0c0 \ud50c\ub7ab\ud3fc, \uc54c\ud30c\ubcb3, \uadf8\ub9ac\uace0 \ud14c\uc2ac\ub77c\uc640 \uac19\uc740 \ud68c\uc0ac\ub4e4\uc740 \uc778\uacf5\uc9c0\ub2a5 \uce69\uc744 \ubd88\ud2f0\ub098\uac8c \uc0ac\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uba54\ud0c0\uc758 CEO\uc778 \ub9c8\ud06c \uc800\ucee4\ubc84\uadf8\ub294 1\uc6d4\uc5d0 \uba54\ud0c0\uac00 \uc5d4\ube44\ub514\uc544\ub85c\ubd80\ud130 350,000\uac1c\uc758 H100 \uce69\uc744 \uad6c\ub9e4\ud560 \uacc4\ud68d\uc774\ub77c\uace0 \ubc1c\ud45c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\uae30\uc5b5\ud558\uc138\uc694, \uc774 \uce69\ub4e4\uc758 \uac00\uaca9\uc740 \uac01\uac01 \uc2e0\ucc28 \ud55c \ub300\ub2f9 3\ub9cc \ub2ec\ub7ec \ub610\ub294 \uadf8 \uc774\uc0c1\uc774\uba70, \uba54\ud0c0\uc640 \uac19\uc740 \ud68c\uc0ac\ub4e4\uc740 AI\uc758 \ub2e4\uc74c \ud070 \ub3cc\ud30c\uad6c\ub97c \uac1c\ubc1c\ud558\uae30 \uc704\ud574 \uacbd\uc7c1\ud558\uace0 \uc788\uae30 \ub54c\ubb38\uc5d0 \uac00\ub2a5\ud55c \ud55c \ube68\ub9ac \uc0ac\uc6a9\ud560 \uc218 \uc788\uae30\ub97c \uc6d0\ud569\ub2c8\ub2e4. \uadf8\uac83\uc740 \uadf8\ub4e4\uc774 \uadf8\ub4e4\uc758 \uc0c8\ub85c\uc6b4 \uce69\uc744 \ube60\ub974\uace0 \uc548\uc804\ud558\uba70 \ud6a8\uc728\uc801\uc73c\ub85c \uac00\ub3d9\ud560 \uc218 \uc788\ub294 \uae30\uc131\ud488 \uc11c\ubc84 \ub799\uc744 \uc6d0\ud55c\ub2e4\ub294 \uac83\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4.<\/p>\n

\uadf8\ub9ac\uace0 \ub2f9\uc2e0\uc740 \uadf8\uac83\uc744 \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc11c\ubc84 \ub799\uacfc \uc778\ud504\ub77c\ub97c \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\uac00 \ub9cc\ub4ed\ub2c8\ub2e4. \uac8c\ub2e4\uac00, \uadf8\uac83\uc758 \ub3c5\uc810\uc801\uc778 \ub0c9\uac01 \uae30\uc220\uc740 \uc778\uacf5\uc9c0\ub2a5 \uce69 \uc131\ub2a5\uc744 \ud5a5\uc0c1\uc2dc\ud0a4\ub294 \ub2a5\ub825 \ub54c\ubb38\uc5d0 \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc6b4\uc601\ud558\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc5d0 \uc758\ud574 \uc885\uc885 \uc694\uad6c\ub429\ub2c8\ub2e4.<\/p>\n

\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\uc758 \uc124\ub9bd\uc790\uc774\uc790 CEO\uc778 \ucc30\uc2a4 \ub7c9(Charles Liang)\uc740 \ucd5c\uadfc \uc2e4\uc801 \ubc1c\ud45c\uc5d0\uc11c \uc2dc\uc7a5 \uc0c1\ud669\uc744 \uc694\uc57d\ud588\uc2b5\ub2c8\ub2e4:<\/p>\n

Supermicro\ub294 \ud601\uc2e0\uc758 \uc18d\ub3c4\uac00 \uac00\uc18d\ud654\ub418\ub294 AI \ud601\uba85\uc758 \uc120\ub450\uc5d0 \uc11c \uc788\uc2b5\ub2c8\ub2e4. \uc6b0\ub9ac\ub294 \uac70\uc758 \ubaa8\ub4e0 \uc0b0\uc5c5\uacfc \ubaa8\ub4e0 \uc2dc\uc7a5 \uc218\uc9c1\uc801 \ud50c\ub7ab\ud3fc\uc5d0\uc11c \uac00\uc7a5 \ud601\uc2e0\uc801\uc778 AI \uc778\ud504\ub77c\ub97c \ub799 \uaddc\ubaa8\ub85c \uac1c\ubc1c\ud558\uc5ec \uacbd\uc7c1\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. … \uc6b0\ub9ac\ub294 \uc774 AI \ubd90\uc73c\ub85c … [\uc6b0\ub9ac] \ube44\uc988\ub2c8\uc2a4 \ubaa8\ub378\uc744 \uac00\uc18d\ud654\ud558\uae30 \uc704\ud574 \ubc15\ucc28\ub97c \uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8 \ub3d9\uc548 \uc6b0\ub9ac\ub294 … [\uc6b0\ub9ac] \ube44\uc988\ub2c8\uc2a4 \uc131\uc7a5\uc758 \ub2e4\uc74c \ub2e8\uacc4\ub97c \uc900\ube44\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4 … \uc9c0\uae08\uc740 \ud655\uc2e4\ud788 Supermicro\uc5d0\uac8c \uac00\uc7a5 \ud765\ubd84\ub418\ub294 \uc2dc\uae30\uc785\ub2c8\ub2e4.<\/em><\/p><\/blockquote>\n

\ub2e4\uc2dc \ub9d0\ud574, \uc288\ud37c \ub9c8\uc774\ud06c\ub85c\ub294 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c\ub7ec\uc5d0 \uace0\uac00\uc758 AI \uce69\uc744 \ud6a8\uc728\uc801\uc73c\ub85c \uc6b4\uc601\ud560 \uc218 \uc788\ub294 \uc624\ud504\ub77c\uc778 \uc778\ud504\ub77c\ub97c \uc81c\uacf5\ud568\uc73c\ub85c\uc368 AI \uce69\uc5d0 \ub300\ud55c \uc218\uc694\uc758 \ud30c\ub3c4\ub97c \ud0c0\uace0 \uc788\uc73c\uba70, \uadf8 \uacfc\uc815\uc5d0\uc11c \uc5c4\uccad\ub09c \uc218\uc775\uc744 \uc62c\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uac00\uc7a5 \ucd5c\uadfc \ubd84\uae30(2023\ub144 12\uc6d4 31\uc77c \uc885\ub8cc 3\uac1c\uc6d4) \uae30\uc900\uc73c\ub85c \ud68c\uc0ac\uc758 \ub9e4\ucd9c\uc740 12\uac1c\uc6d4 \uc774\ud6c4 \uae30\uc900 92\uc5b5 \ub2ec\ub7ec\ub85c 103% \uae09\uc99d\ud588\uc2b5\ub2c8\ub2e4. \ub610\ud55c \ud68c\uc0ac\ub294 \uc804\uccb4 \ud68c\uacc4\uc5f0\ub3c4(2024\ub144 6\uc6d4 30\uc77c \uc885\ub8cc 12\uac1c\uc6d4) \uac00\uc774\ub358\uc2a4\ub97c \uc774\uc804 \ucd94\uc815\uce58\uc778 105\uc5b5 \ub2ec\ub7ec\uc5d0\uc11c 145\uc5b5 \ub2ec\ub7ec\ub85c \uc0c1\ud5a5 \uc870\uc815\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\uac00 \ucc28\uc138\ub300 \uc5d4\ube44\ub514\uc544\uac00 \ub420 \uc218 \uc788\uc744\uae4c\uc694?<\/h2>\n

\uc5b4\ub5a4 \uba74\uc5d0\uc11c \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ub294 \uc774\ubbf8 \uc5d4\ube44\ub514\uc544\ub97c \ub118\uc5b4\uc130\uc2b5\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4, \uc774 \ud68c\uc0ac\uc758 \uc8fc\uac00\ub294 \uc9c0\ub09c 5\ub144 \ub3d9\uc548 3,630% \uc0c1\uc2b9\ud55c \ubc18\uba74, \uc5d4\ube44\ub514\uc544\uc758 \uc8fc\uac00\ub294 1,700% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\"\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130,<\/p>\n

\ud558\uc9c0\ub9cc \ub354 \ud070 \uc758\ubbf8\uc5d0\uc11c \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ub294 \uc5d4\ube44\ub514\uc544\ub97c \uc7a1\uc73c\ub824\uba74 \uac08 \uae38\uc774 \uba40\ub2e4\uace0 \ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\uc758 \uc2dc\uac00\ucd1d\uc561\uc740 300\uc5b5 \ub2ec\ub7ec\uc774\uace0, \uc5d4\ube44\ub514\uc544\uc758 \uc2dc\uac00\ucd1d\uc561\uc740 1\uc870 \ub2ec\ub7ec\ub97c \ud6cc\uca4d \ub118\uc2b5\ub2c8\ub2e4.<\/p>\n

\uadf8\ub7f0 \uc810\uc5d0\uc11c \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\uac00 \uc5d4\ube44\ub514\uc544\ub97c \ub530\ub77c\uc7a1\uc744 \uac00\ub2a5\uc131\uc740 \uac70\uc758 \uc5c6\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc778\uacf5\uc9c0\ub2a5 \ud601\uba85\uc5d0 \uc9c0\ub81b\ub300\uac00 \ub192\uc740 \ucd08\uc131\uc7a5\uc8fc\ub97c \ucc3e\ub294 \uc131\uc7a5 \uc9c0\ud5a5\uc801\uc778 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c\ub294 \uc288\ud37c\ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130\ub9cc \ubd10\ub3c4 \uc54c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

 <\/p>\n

 <\/p>\n

\uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130\uac00 \uc0ac\uc0c1 \ucd5c\uace0\uce58\ub97c \uacbd\uc2e0\ud588\uc2b5\ub2c8\ub2e4. \uadf8 \uc8fc\uc2dd\uc740 \uc5ec\uc804\ud788 \ub9e4\uc218\uc77c\uae4c\uc694?<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

\uc62c\ud574 \uac00\uc7a5 \uc778\uae30 \uc788\ub294 \uc8fc\uc2dd-\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130\uc5d0 \ub300\ud574 \ubc30\uc6b8 \uae30\ud68c\ub97c \ub193\uce58\uc9c0 \ub9c8\uc138\uc694.   \uc5d4\ube44\ub514\uc544(NASDAQ: NVDA)\ub294 \ud55c\ub3d9\uc548 \uc6d4\uac00\uc758 \uc0ac\ub791\uc744 \ubc1b\uc544\uc654\uc2b5\ub2c8\ub2e4. \uc778\uacf5\uc9c0\ub2a5(AI) \uce69 \uc81c\uc870\uc5c5\uccb4\uc758 \uc8fc\uac00\ub294 \uc9c0\ub09c 5\ub144\uac04 \ubb34\ub824 1,700% \uc0c1\uc2b9\ud588\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \uc62c\ud574\ub294 \ub610 \ub2e4\ub978 \uc8fc\uc2dd\uc774 \uc6d4\uac00\uc758 \ub208\uc5d0 \ub744\uc5c8\uc2b5\ub2c8\ub2e4. \uc9c0\uae08\uae4c\uc9c0 98%\ub098 \ub208\uc5d0 \ub744\ub294 \uc131\uc7a5\uc138\ub97c \ubcf4\uc774\uace0 \uc788\ub294 \uc288\ud37c \ub9c8\uc774\ud06c\ub85c \ucef4\ud4e8\ud130(SMCI 2.75%)\ub294 \uc6d4\uac00\uc5d0\uc11c \uac00\uc7a5 \uc778\uae30 \uc788\ub294 \uc8fc\uc2dd\uc784\uc5d0 \ud2c0\ub9bc\uc5c6\uc2b5\ub2c8\ub2e4. \ud558\uc9c0\ub9cc \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \uad81\uae08\ud55c \uc810\uc740 … Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":115,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/personalmatter.xyz\/wp-content\/uploads\/2024\/02\/Super_Micro_Computer_Logo.svg_.png","_links":{"self":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts\/111"}],"collection":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/comments?post=111"}],"version-history":[{"count":1,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts\/111\/revisions"}],"predecessor-version":[{"id":114,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/posts\/111\/revisions\/114"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/media\/115"}],"wp:attachment":[{"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/media?parent=111"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/categories?post=111"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/personalmatter.xyz\/wp-json\/wp\/v2\/tags?post=111"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}