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style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 25px 25px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><p>안녕하세요<span>? </span>미라클러님<span>. </span>긴 연휴를 잘 보내셨나요<span>. </span>주식에 투자하시는 분들이라면 연휴중에도 <span>‘</span>딥시크<span>’</span>라는 중국회사와 그 인공지능에 들어보셨을 것 같은데요<span>. </span>연휴기간 실리콘밸리와 주식시장은 이 딥시크 때문에 떠들썩했습니다<span>. </span>긴 연휴기간 있었던 딥시크에 대한 수많은 얘기 중 미라클레터가 생각하는 '핵심'에 대해서 설명해 드릴게요! </p></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img.stibee.com/11584_1684909409.png?lnergr16?ic7v7j4d?uv8zfyhv?lftaaeye%22 style="width:316px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="316" class="stb-center"></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-2" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:right;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:right;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img 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src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2246421_1719125153432615330.png?kkefsm8g%22 style="width:265px;display:inline;vertical-align:bottom;text-align:justify;max-width:100%;height:auto;border:0;" width="265" class="stb-justify"></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-2" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 16px; color: #878787; font-weight: bold;" class="stb-fore-colored stb-bold">Today's index</span></div></td></tr></tbody></table></div></div><div class="stb-right-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><ul style="padding: 0px; margin: 0px 0px 0px 30px;"> <li style="color: rgb(135, 135, 135); font-size: ;'"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">딥시크 : 중국판 챗GPT 모먼트</span></li> <li style="color: rgb(135, 135, 135); font-size: ;'"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">딥시크 최대 피해자는?</span></li> <li style="color: rgb(135, 135, 135); font-size: ;'"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">모닝브리핑</span></li> </ul></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 25px 15px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">※ <span style="font-weight: bold;" class="stb-bold">볼딕 단어</span>나 <span style="text-decoration: underline;" class="stb-underline">밑줄 단어</span>에는, URL이 포함돼 있습니다. 클릭하면 세부 내용이 연결됩니다.</span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img.stibee.com/11584_1684909409.png?lnergr16?ic7v7j4d%22 style="width:316px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="316" class="stb-center"></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2630062_1738230548754677858.png" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">딥시크의 로고는 푸른색 고래 입니다. <챗GPT로 생성></span></div> <div><br></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">딥시크? </span></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">중국판 챗GPT 모먼트</span></div> <div> </div> <div> <p>딥시크는 <span>‘</span>딥시크<span>’</span>라는 같은 이름의 거대언어모델<span>(LLM)</span>을 개발하는<span> <span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.scmp.com/tech/big-tech/article/3296626/how-tech-start-deepseek-emerged-unlikely-game-changer-us-china-ai-war" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-bold stb-underline" target="_blank">AI</a></span></span></span><span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.scmp.com/tech/big-tech/article/3296626/how-tech-start-deepseek-emerged-unlikely-game-changer-us-china-ai-war" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-bold stb-underline" target="_blank">회사</a></span></span>에요<span>. </span>챗<span>GPT</span>가 세상에 널리 알려진<span> 2022</span>년<span>11</span>월로부터 약 반년 지난<span> 2023</span>년<span>5</span>월 중국에서 설립됐고<span>, </span>지난해 부터 인상적인 성능의<span> AI</span>모델을 공개했습니다<span>. </span>하이플라이어라는 <span>AI</span>를 바탕으로 하는 투자회사가 자회사의 형태로 만들었습니다<span>. </span>사실 딥시크는 이미 작년에 중국에서도 유명한 회사였고<span>, </span>실리콘밸리에서도 알려져 있던 회사였습니다<span>. </span>하지만 올해 초에 나온 새로운 모델인 딥시크<span>-R1</span>이 화제가 됐고<span>, </span>이것이 미국 언론에 의해서 대대적으로 보도되면서 전세계에 알려지게 됐습니다<span>. </span>대체 딥시크가 만든<span> AI</span>가 어떻길래 이렇게 화제가 된 것일까요<span>?</span></p> <p><span> </span></p> <p>딥시크의 가장 큰 강점은 싸다는 것<span>. </span>그렇다면 뭐가 싼 것일까요<span>? </span>챗<span>GPT</span>의 구독료가 월<span>20</span>달러인데 그보다 싸다는 것일까요<span>? </span>네<span>. </span>딥시크는 아예 무료로 서비스하고 있습니다<span>. 이 앱은 이번주 미국 애플 앱스토어 1위에 오르기도 했어요! </span></p> <p><br></p> <p>우리가 어떤<span> AI</span>가 싸다 비싸다 평가하는 것은 이<span> AI</span>가 소프트웨어 개발자들에게 제공되는<span> API</span>가격을 기준으로 해요<span>. </span>개발자들은 직접 모든 <span>AI</span>를 개발하는 것이 아니라 오픈<span>AI, </span>딥시크 같은<span> AI </span>회사가 만들어 놓은<span> AI</span>를<span>, </span>사용량에 비례해서 돈을 냅니다<span>. </span>이를 <span>API </span>사용 비용이라고 합니다<span>.</span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2630062_1738232872036268379.png" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">이창 중국 총리와 간담회에 참여한 량원펑 딥시크 창업자 <CCTV, 로이터></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">딥시크는 API 비용 절반</span></div> <div> </div> <div> <p>딥시크 같은 경우 딥시크<span>-</span>챗<span>(V3)</span>의 가격이<span> 100</span>만 토큰<span>(</span>단어<span>)</span>당 입력기준<span> 0.014</span>달러<span>, </span>출력 기준<span> 0.28</span>달러로 되어있습니다<span>. </span>딥시크와 경쟁하는 오픈<span>AI</span>와 앤스로픽의 가장 싼 모델을 출력 기준으로만 가격을 비교하면<span> 0.28</span>달러<span>(</span>딥시크<span>) vs 0.6</span>달러<span>(</span>오픈<span>AI) vs 4</span>달러<span>(</span>클로드<span>) </span>입니다<span>. </span>딥시크가 오픈<span>AI</span>가격의 절반<span>, </span>클로드 가격의<span> 14</span>분의<span> 1 </span>정도로 쌉니다<span>. </span>반면에 세<span> LLM</span>의 성능 차이는 크지 않다고 딥시크는 주장하고 있죠<span>. </span>사용자들의 평가를 살펴보면 딥시크의 성능이 다른 둘과 현격한 차이는 느껴지지 않는 것 같아요. </p> <p><br></p> <p>이<span> API </span>가격은 어떻게 책정되는 걸까요<span>? </span>여러가지가 반영될 것 같아요<span>. </span>얼마나 많은 사람을 고용하는지<span>, </span>이들의 인건비는 어느정도 인지 같은 것이 있을 것 같구요<span>. </span>무엇보다 가장 중요한 것은 이<span> LLM</span>을 학습시키고 추론을 통해 서비스하는 비용이에요<span>.</span></p> <p><br></p> <p>우리가 말하는 인공지능은 이른바 딥러닝이고<span>, </span>이는 수천억개의 매개변수를 가진 함수에서 가중치를 찾아내는 것이라는 것 알고 계시죠<span>? </span>이를 찾아내는 과정에서 엄청나게 큰 데이터와 이를 계산하는 작업이 필요하며<span>, </span>이는 거대한 데이터센터에 있는 수천대의 컴퓨터들의 협업으로 이뤄져요<span>. </span>이 컴퓨터에 들어가 있는<span> AI</span>연산 전문 반도체가 바로 우리가 말하는 엔비디아의<span> GPU</span>랍니다<span>. </span></p> <p><span> </span></p> <p>그러니까 데이터를 준비하고 이를 컴퓨터에 집어넣어서 계산시키는 과정에서 많은 돈이 필요합니다<span>. GPU</span>를 사서 데이터센터를 만들어도 돈이 많이들고<span>, </span>이미 만들어져있는 데이터센터의<span> GPU</span>를 사용하는데에도 돈이 많이 듭니다<span>. </span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2630062_1738231841193746923.png" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">부동소수점 FP16과 FP8은 이렇게 다릅니다. 8자리의 경우 제일 첫번째 자리는 부호, 두번째 네 자리는 지수, 마지막 세자리는 가수로 표시합니다. <엔비디아></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">반도체가 없어도 난 괜찮아</span></div> <div> </div> <div> <p>여튼 많은 돈을 들여서 인공지능 모델을 뚝딱 만들어내면, 이제부터는<span> </span>여기에 값을 입력하는 것에 따라 우리가 원하는 답이 나오죠<span>. </span>이것이 학습<span>(Training)</span>과 대비되는 추론<span>(Inference) </span>과정이에요<span>. </span>우리가 챗<span>GPT</span>에 질문을 던지고 답을 얻어내는 과정이 추론이고<span>, </span>앞서 말씀드린 <span>API </span>사용비용은 학습과 추론과정에서 사용한<span> GPU </span>이용료가 중요한 원가가 됩니다<span>. </span>개발자들에게 받는<span> API </span>사용비가 낮다는 것은 싸게 학습을 시켰고<span>, </span>싸게 추론을 시킬 수 있다는 뜻이죠<span>. </span></p> <p><span> </span></p> <p>그런데 딥시크는 다른 미국 기업들과 달리 불리한 요소를 가지고 있었어요<span>. </span>바로 미국이 중국 기업들에게 우수한 성능의 <span>AI </span>반도체를 팔지 못하게 했다는 것<span>. </span>엔비디아 반도체는 <span>A100(암페어) -> H100(호퍼) -> B100(블랙웩) </span>이런 식으로 성능 좋은 반도체가 나오고 있는데<span>, </span>미국 정부는<span> H100</span>부터 중국에 팔지 못하게 했어요<span>. </span>그래서 엔비디아는 중국용으로는<span> H800</span>이라는 성능을 낮춘<span> GPU</span>를 팔았고<span>, </span>딥시크도 이<span> H800</span>으로 학습이 이뤄졌습니다<span>. </span>성능이 떨어지는 반도체를 쓰면 같은 데이터를 처리하는데도 시간이 걸릴 것이고<span>, </span>이는 더 많은 시간을 사용했으므로 학습비용이 늘어나는 결과로 나오겠죠<span>. </span>성능도 보장할 수 없습니다<span>. </span></p> <p><span> </span></p> <p>그런데도 불구하고 딥시크의 <span>AI</span>는 앞서 보여드렸듯이 오픈<span>AI</span>나 클로드보다 훨씬 저렴하게 <span>API </span>서비스를 제공하고 있습니다<span>. </span>대체 어떻게 한 것일까요<span>? </span></p> <p><br></p> <p>딥시크는 주어진 제약아래에서 다양한 창의적인 방법을 시도했어요<span>. </span>최대한 비용을 줄일 수 있는 다양한 공학적 시도를 한 것입니다. 예를 들자면 인건비가 많이 드는 사전학습을 줄이고 <span>AI</span>가 스스로 공부하는 강화학습을 확대했어요<span>. </span>또<span>, AI </span>모델에 사용되는 부동소수점<span>(FP)을</span><span> 8</span>자리로 줄였어요<span>. </span>보통은 <span>16</span>자리<span>(FP16)</span>를 많이 썼거든요<span>. </span>쉽게 말하자면 표시하는 숫자를 <span>8</span>자리로 줄여서 계산량을 줄였다는 것<span>. 가성비 AI를 만들기 위해서 많이 쓰이는 전문가 혼합방식(Mixture-of-Experts)이라는</span> 많이 사용되는 기법도 사용해서 비용을 낮췄어요<span>. </span>또<span>, </span>데이터를 수집하는 비용을 줄이기 위해서<span> AI</span>가 만든 데이터를 학습에 사용했다는 것도 있어요<span>. </span>이 과정에서 오픈<span>AI</span>의 챗<span>GPT</span>가 만든 데이터를 사용했다는 의혹도 나오면서 지적재산권 침해 논란도 나오고 있습니다<span>.</span><span> </span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2630062_1738233130292959944.jpg" style="width:auto;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="460" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">딥시크 출신의 젊은 AI연구자 루오푸리는 최근 20억원을 받고 샤오미에 스카웃되면서 중국에서 화제가 됐습니다. <span style="text-decoration: underline; font-weight: bold;" class="stb-underline stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://huggingface.co/luofuli" style="font-weight: bold; color: rgb(0, 0, 0); text-decoration: none;" class="stb-underline stb-bold" target="_blank"><허깅페이스></a></span></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">역대 가장 강력한 오픈소스 LLM </span></div> <div> </div> <div> <p>딥시크의 이런 낮은 가격은 미국의<span> AI</span>를 개발하던 회사들에게는 큰 충격이었어요<span>. </span>고성능 반도체도 없는데 더 낮은 가격으로 서비스를 한다니<span>.. </span>그럼 대체 이 <span>AI</span>를 만드는데 얼마나 낮은 비용이 든거지<span>? </span></p> <p><span> </span></p> <p>게다가 딥시크는 오픈소스<span> AI</span>인데요<span>. </span>그중에서도<span> MIT</span>라이선스라는 허용도가 매우 높은 라이선스<span>. </span>딥시크를 가져다가 맘대로 고쳐서 배포할 수 있고<span>, </span>이를 이용해서 돈을 벌수도 있어요<span>. </span>오픈<span>AI</span>나 클로드를 쓰려면 <span>API </span>사용료를 내야하지만<span>, </span>딥시크는 이를 가져와서 자신의 서버에 두고서 무료로 사용할 수도 있어요<span>. </span></p> <p><span> </span></p> <p><span>1</span>월에 나온 딥시크 <span>R1</span>은 이른바 <span>‘</span>사고력<span>(Reasoning)’</span>을 가지고 있는<span> AI</span>인데요<span>. AI</span>가 스스로 여러 번 생각해서 더 좋은 답을 내놓은 것이 특징<span>. </span>이 사고력을 갖고있는 최초의 <span>AI</span>가 오픈<span>AI</span>가 지난해<span> 9</span>월에 공개한 <span>o1 </span>이에요<span>. </span>그런데 불과 <span>4</span>개월만에 딥시크가 사고능력을 갖고 있는<span> R1</span>을 공개했어요<span>. </span>가격뿐만 아니라 성능에서도 미국 기업들의<span> AI</span>를 따라온 것이죠<span>. </span><span> </span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img.stibee.com/11584_1684909409.png?lnergr16?ic7v7j4d?kxoa5es0%22 style="width:316px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="316" class="stb-center"></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2630062_1738231988675354625.png" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">엔비디아는 한 기업의 가치가 하루만에 가장 큰 규모로 사라진 기록을 세웠습니다. 880조원이 하루만에 사라졌습니다. <블룸버그></span></div> <div> <div><br></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">딥시크 최대 피해자는</span></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">엔비디아? 오픈AI? </span></div> </div> <div><br></div> <div> <p>딥시크의 가성비 <span>AI</span>모델인 딥시크<span> V2</span>가 나온 것은<span> 2024</span>년<span>5</span>월<span>. </span>중국에서는 딥시크<span>V2 </span>때문에<span> API</span>가격 낮추기 전쟁이 벌어졌죠<span>. </span>그리고 <span>V3</span>가 나온 것이 <span>2024</span>년<span> 12</span>월<span>. </span>그리고<span> R1</span>이 공개된 것은<span> 1</span>월<span> 20</span>일<span>. R1</span>은 실리콘밸리에서 화제가 되기 시작했고, 그 주에 스위스 다보스에서 열린 세계경제포럼에서도 화제가 됐죠<span>. </span>이를 미국의 언론들이 대대적으로 보도하면서 딥시크는 실리콘밸리와 미국 전반에 크게 알려지게 됐습니다<span>. 많은 부분에서 2023년 1월 다보스포럼 이후 전세계에 알려진 '챗GPT'와 비슷한 경로에요. </span></p> <p><span> </span></p> <p>딥시크에 대해서 알게된 투자자들은 가장 먼저 이렇게 생각했어요<span>.</span></p> <p><span> </span></p> <p><span style="font-style: italic; font-weight: bold;" class="stb-italic stb-bold">"반도체도 없이 훨씬 적은 비용으로 고성능의 AI를 만들었다고? 그럼 엔비디아 GPU 필요없는 것 아냐? 엔비디아 실적이 떨어지고, 그럼 지금 주가가 너무 높은거 아냐?"</span></p> <p><span> </span></p> <p>이런 생각 때문에<span> 27</span>일 월요일에 엔비디아 주가는 하루만에 <span>17% </span>폭락했어요<span>. 880</span>조원이 하루만에 사라진 것이었죠<span>. </span>엔비디아뿐 아니라 <span>AI</span>인프라 관련 주식들이 모두 폭락했습니다<span>. </span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2630062_1738262510219537557.jpg" style="width:462px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">오픈AI와 딥시크를 비교하는 인터넷 상의 밈. </span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">딥시크와 제본스의 역설</span></div> <div><br></div> <div> <p>그런데 하루 정도 시간이 지나보니 투자자들은 이런 것을 알게됐어요<span>. </span>먼저 <span>V3 </span>학습에 사용했다고 하는<span> 80</span>억원은 학습에 쓴<span> 1</span>회성 비용<span>. GPU</span>를 학습에<span> 1</span>회 사용한 비용만을 표시한 것. <span> </span>반면 비교대상으로 쓰였던 빅테크기업들의<span> GPU </span>투자비용은 데이터센터를 건설하는 비용으로 이 데이터센터는<span> 1</span>번만 쓰고 끝이 아니라 다른 학습이나 추론에 계속 사용할 수 있고<span>, </span>내가 안 쓰면 남들에게 빌려줄수도 있어요<span>. </span>심지어<span> 80</span>억원에는 인건비나 데이터를 모으는 돈도 포함되어있지 않았죠<span>. </span></p> <p><br></p> <p>두번째로 투자자들은 딥시크의<span> API </span>비용이 월등히 낮은 것에 주목했어요<span>. </span>이른바 제본스의 역설에 따라 비용이 낮아지면 전체 사용량은 더 늘어나게 되어있죠<span>. </span>딥시크처럼<span> AI</span>를 직접 만들려는 회사는 더 늘어날 것이고<span>, </span>딥시크 처럼<span> API </span>비용이 크게 낮아지면 이걸 가지고 할 수 있는 것도 많아지요<span>.</span></p> <p><span> </span></p> <p>한국에서도 많이 사용되는 퍼플렉시티는 딥시크<span> R1</span>이 화제가 되자 이를 자신들의 서비스에서 사용할 수 있게 했는데요. 이는 오픈<span>AI o1</span>에 비해 저렴한 딥시크의 비용이 퍼플렉시티에게 큰 이점이기 때문이에요<span>. </span>더군다나 딥시크<span> R1</span>은 오픈소스이기 때문에 이것을 미국 서버로 가져와서 작동시키면 데이터가 중국에 흘러갈 위험도 없어요<span>. </span>참고로 딥시크<span> R1</span>의 사용료<span>(출력기준)</span>는 <span>2.19</span>달러<span>, </span>오픈<span>AI</span>의<span> o1-</span>미니는<span> 12</span>달러로<span> R1</span>이<span> 5</span>분의<span> 1 </span>가격이에요<span>. </span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-bottom:0;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2630062_1738231361352617618.jpg" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="580" class="stb-center"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 25px 15px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">알리바바에서 만드는 LLM인 Qwen <알리바바 클라우드></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">딥시크가 노리는 것은 중국 시장</span></div> <div><br></div> <div> <p>이런 점에서 투자자들은 딥시크의 등장이 오히려 엔비디아 반도체의 수요를 늘릴 수 있다고 판단했어요<span>. </span>하루만에 주가가 <span>8%</span>나 오른 이유죠<span>. </span>그런데 그 다음날은 또 <span>4%</span>나 하락했어요<span>. </span>이번에는 딥시크 때문에 미국 정부가 엔비디아의 <span>GPU </span>중국 수출을 더 강화할 것이라고 생각했기 때문이에요<span>. H800 </span>마저 팔수없게 될 수 있다는 거죠<span>. 엔비디아는 30일에도 하락하고 있습니다. </span></p> <p><span> </span></p> <p>이렇게 보면 딥시크의 부상으로 가장 큰 피해를 본 것은 오픈<span>AI</span>와 앤스로픽 같은 <span>AI</span>스타트업 회사들이에요<span>. </span>딥시크가 없었다면 자신들의<span> API</span>를 사용했을 회사들이 딥시크로 가게됐으니까요<span>. 소프트웨어 경쟁이 생태계가 가장 중요한데, 딥시크라는 강력한 경쟁자가 생겨버린 것입니다. </span>또<span>, </span>메타도 일부 피해를 봤다고 할 수 있는데요<span>. </span>오픈소스<span> AI 1</span>등이라는 자리를 딥시크에게 빼앗길수도 있거든요<span>. </span></p> <p><span> </span></p> <p>그런데 딥시크의 낮은 <span>API </span>비용이 과연 합리적인 계산에서 나온 것인지는 조금 의심스러운 부분도 있어요<span>. </span>딥시크라는 회사가 돈을 벌어야하는 회사가 아니라는 점에서 거의 마진이 없이 가격을 책정했을 수도 있어요<span>. </span>오히려 지금의 딥시크에게 필요한 것은 대중적으로 이름을 알리는 것과 중국시장에서 경쟁에서 승리하는 것이에요<span>. </span></p> <p><br></p> <p>그런 점에서 반도체 규제에도 불구하고 뛰어난 성능을 내놨고<span>, </span>미국을 뒤흔들어 놨다는 것은 딥시크에게 엄청난 자산이 될 것 같아요<span>. 중국의 자존심을 전세계에 알렸기 때문에 이에 따른애국소비가 중국내에서 크게 늘어날 것이고, 정부에서도 딥시크를 정책적으로 더 밀어주게 될 것 같아요.</span></p> <p><br></p> <p>딥시크가 아무리 가격이 싸다고 해도 미국에서 주류가 될 수는 없어요. 심지어 구글의 제미나이는 API비용이 딥시크보다도 저렴해요<span>. </span>제미나이<span> 1.5</span>플래시는 출력 기준 <span>0.3</span>달러<span>, </span>이보다 가벼운 모델인 제미나이<span> 1.5</span>플래시<span>-8B</span>는 <span>0.15</span>달러죠<span>. </span>딥시크는<span> 0.28</span>달러<span>. 심지어 구글의 제미나이 2.0은 아직 공개 전이랍니다! </span></p> <p><br></p> <p>우리가 중국에 대해서 갖는 오해 중 하나는 중국이 수출 국가라는 것인데요. 사실 중국기업들에게 최우선은 중국 내수 시장<span>. </span>치열한 중국 내수시장에서 경쟁하다보니 세계<span> 1</span>위의 경쟁력을 갖게 됐고<span>, </span>이를 바탕으로 세계시장에 진출하는 것이 지금 중국의 성공 방정식입니다<span>. AI</span>도 다르지 않은 것 같아요<span>. </span></p> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" 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border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 16px; font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">Briefing </span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-2" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" 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class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 12px;">※ <span class="stb-bold" style="font-weight: bold;">붉은 제목을 누르면 상세 내용으로 연결됩니다.</span></span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:justify;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 25px 25px;padding-bottom:0;;text-align:justify;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2325178_1722870261702317624.png" style="width:100%;display:inline;vertical-align:bottom;text-align:justify;max-width:100%;height:auto;border:0;" width="580" class="stb-justify"></td></tr></tbody></table></div><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 25px 25px;padding-top:20px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.wsj.com/tech/ai/microsoft-and-metas-ai-splurge-still-not-enough-for-nvidia-916daca2" target="_blank" style="text-decoration: none; color: rgb(0, 0, 0); font-weight: bold;"><span style="color: #ff4040; font-size: 16px; font-weight: bold;" class="stb-bold">딥시크 쇼크에도 빅테크 AI 투자 지속</span></a></div> <div> <div>29일(현지시간) 실적을 발표한 마이크로소프트, 메타, 테슬라. 딥시크 쇼크에도 불구하고 기존 AI 인프라 투자를 지속할 것이라고 밝혔어요. 학습에서 추론으로 AI 인프라의 중심이 바뀐다고해도 여전히 엔비디아 GPU에 대한 수요는 높은 상황. 다만 30일 마이크로소프트는 6% 폭락하고 메타는 급등했다가 안정세를 찾는 모습. </div> <div><br></div> <div> <div> <div><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://techcrunch.com/2025/01/30/microsofts-copilot-focused-surface-pro-and-laptop-ship-with-snapdragon-and-intel-options/" style="font-weight: bold; font-style: normal; text-decoration: none; color: #000000;" target="_blank"><span style="color: #ff4040; font-size: 16px; font-weight: bold;" class="stb-bold">마이크로소프트 신형 서피스 발표</span></a></div> <div> <div>마이크로소프트가 자체 PC인 서피스의 새로운 라인업을 공개. 서피스 프로와 서피스 랩탑. 인텔 코어와 퀄컴 스냅드래곤 CPU중 원하는 것을 선택할 수 있어요. 이른바 AI워크로드에 특화된 코파일럿+ PC인데요. 코파일럿+ PC는 기대보다는 기업들의 교체수요를 자극하지 못하고 있어요. 하지만 AI모델이 점점 효율화되어서 PC에서 더 많은 작업이 가능해지고, 일상생활에서 AI 사용이 많아진다면, 기업들은 직원들의 PC를 AI PC로 선택하게될 것 같아요. </div> </div> </div> </div> </div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 50px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:0px 25px 0px 25px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img 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10px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-2" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:25px 25px 25px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span style="font-size: 26px; font-weight: bold; color: #747474;" class="stb-bold stb-fore-colored">미중 AI 전쟁 라운드2</span></div></td></tr></tbody></table></div></div><div class="stb-right-cell" style="max-width:315px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:25px 25px 25px 25px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div> <div style="text-align: left;"> <p>딥시크는<span> AI</span>산업의 판도를 바꿔놓을까요<span>? </span>물론 그럴 것 같아요<span>. </span>하지만 산업적인 것보다 미중<span> AI </span>경쟁의 구도에 미치는 영향이 더 클 것 같아요<span>. </span>미국은<span> AI </span>반도체 수출 규제를 더 강화할 것 같구요<span>. </span>중국은 자체 반도체 개발에 전력을 쏟을거에요<span>. </span>반도체도 없는데 딥시크 정도의 성능이 나왔는데<span>.. </span>만약 반도체까지 있었다면<span>? 앤스로픽의 다리오아모데이 창업자 겸 CEO는<span style="text-decoration: underline; font-weight: bold;" class="stb-underline stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://darioamodei.com/on-deepseek-and-export-controls" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-underline stb-bold" target="_blank"> 장문의 글</a></span>을 통해 중국에 대한 미국의 반도체 규제가 더 강화되야함을 역설. </span></p> <p><br></p> <p><span>LLM</span>은<span> AI </span>개발 경쟁이라는 '롱 게임'의 시작에 불과할 것 같아요<span>. </span>텍스트 중심인<span> LLM</span>의 현실 영향력은 크지 않아요<span>. </span>이미지와 소리까지 이해하는 멀티모달과 물리적인 움직임을 동반하는 <span>‘</span>피지컬<span> AI’</span>가 더 파급효과가 크겠죠<span>. AI</span>를 어떻게 이동수단에 적용하고<span>, </span>생산시설에 응용하고<span>, </span>군사적 용도로 쓰느냐를 두고 미국과 중국은 이제부터 피튀기는 경쟁을 벌일 것 같아요<span>. </span></p> <p><br></p> <p><span>한국은 뭘해야할까요? 저는 한국의 <span style="text-decoration: underline; font-weight: bold;" class="stb-underline stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://clova.ai/" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-underline stb-bold" target="_blank">테크기업</a></span>과 <span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.upstage.ai/" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-bold stb-underline" target="_blank">AI 기업</a></span></span>들의 역량이 중국에 못지 않다고 생각해요. 우리에게 필요한 건 기업이 큰 야망을 가지는 것, 정부가 기업을 밀어주는 것, 그리고 창업자들의 꿈을 자극하는 성공스토리를 만들어주는 것이라고 생각해요. 그것이 딥시크의 성공 비결이기 때문이죠. </span></p> <p><br></p> <p><span>도와주신 분 : 신정규 <span style="text-decoration: underline; font-weight: bold;" class="stb-underline stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.lablup.com/" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-underline stb-bold" target="_blank">래블업 </a></span>대표</span><span></span> </p> <p><br></p> <p><br></p> </div> </div> <div style="text-align: right;"><span class="stb-bold stb-fore-colored stb-hilitecolor-colored" style="font-weight: bold; font-size: 18px; color: #ff4040; background-color: #ffffff;">당신의 멋진 미래를 위해</span></div> <div style="text-align: right;"><span class="stb-bold stb-fore-colored stb-hilitecolor-colored" style="font-weight: bold; font-size: 18px; color: #ff4040; background-color: #ffffff;"><span style="text-decoration: underline;" class="stb-underline"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://media.naver.com/journalist/009/22098" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-underline stb-bold" target="_blank"><span style="color: #ff4040; text-decoration: underline;" class="stb-fore-colored stb-underline">이덕주</span></a></span> 드림</span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 10px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 15px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:none;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td class="stb-text-box" style="height: 15px"></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:justify;margin:0px;;line-height:1.7;word-break:break-word;font-size:14px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#000000;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 5px 15px 5px;font-size:14px;line-height:1.7;word-break:break-word;color:#000000;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div style="text-align: center;"><span style="font-size: 12px; color: #333333;" class="stb-fore-colored"> 오늘 레터를 평가해주세요! </span></div> <div style="text-align: center;"><span style="font-weight: bold;" class="stb-bold"><span style="font-size: 16px;"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://docs.google.com/forms/d/e/1FAIpQLSemOzM-1cd8gHOimIDY-x-Ixeh6CSEpUKyUTzwcpdSJunJe-A/viewform" target="_blank" style="color: rgb(0, 0, 0); font-weight: bold; text-decoration: none;"><span class="stb-fore-colored">👍</span><span style="color: #ff4040;" class="stb-fore-colored">좋았어요</span></a><span class="stb-fore-colored">ㅣ</span></span><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://docs.google.com/forms/d/e/1FAIpQLSemOzM-1cd8gHOimIDY-x-Ixeh6CSEpUKyUTzwcpdSJunJe-A/viewform" target="_blank" style="color: rgb(0, 0, 0); font-weight: bold; text-decoration: none;"><span style="font-size: 16px;"><span style="color: #1264e3;" class="stb-fore-colored">별로예요</span>👎</span></a></span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-cta-box" style="clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 5px 5px 5px;border:0;width:100%;text-align:center;"><table class="stb-cell-wrap-cta" border="0" cellpadding="0" cellspacing="0" align="center" style="margin:0 auto;color:#ffffff;mso-table-lspace:0pt;mso-table-rspace:0pt;border-collapse:separate!important;table-layout:fixed;background:#FF4040;background-color:#FF4040;border-radius:500px;border-width:0;border: 0;border-style:solid;border-color:#15213b;border:0 solid #15213b;mso-line-height-rule:exactly;line-height:1;"><tbody><tr><td style="background:#FF4040;background-color:#FF4040;border-radius:500px;text-align:center;padding:0;" valign="top" align="center"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://page.stibee.com/subscriptions/33271" style="font-size:16px;display:inline-block;color:#ffffff;text-decoration:none;outline:0px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;text-align:center;padding:19px 20px;box-sizing:border-box;vertical-align:top;mso-line-height-rule:exactly;line-height:1;" target="_blank">미라클레터 구독·추천</a></td></tr></tbody></table><table align="center" border="0" cellpadding="0" cellspacing="0" role="presentation"><tbody><tr></tr></tbody></table></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table border="0" cellpadding="0" cellspacing="0" style="mso-table-lspace: 0pt; 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