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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? 미라클러님. 세계 최대 AI 행사인 엔비디아 GTC2025가 네번째 날이 되었습니다. 지난 19일 젠슨 황 엔비디아 CEO를 중심으로 GTC2025의 핵심내용을 설명해 드렸는데요. 오늘은 기조연설 외에 제가 경험하고 느낀 것에 대해서 말씀드리려고합니다. 지난 레터도 혹시 아직 읽어보시지 못했다면 꼭 읽어보시기 바랍니다.</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 src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2246421_1719125148663057983.png?mm5r9ndp%22 style="width:265px;display:inline;vertical-align:bottom;text-align:right;max-width:100%;height:auto;border:0;" width="265" class="stb-right"></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-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 0px 25px;;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_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: #878787;"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">엔비디아는 AI인프라 회사</span></li> <li style="color: #878787;"><span style="font-weight: bold; color: #878787;" class="stb-bold stb-fore-colored">GTC2025 퀀텀 데이</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_2708101_1742484665950557699.png" style="width:545px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="545" 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;">기자 간담회에서 전세계 기자들을 대상으로 질문을 받는 젠슨 황 엔비디아 CEO <매일경제></span></div> <div><br></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">반도체 회사가 아니라</span></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">AI 인프라 회사다 </span></div> <div> </div> <div> <p>기조연설 다음날인<span> 19</span>일 젠슨 황 엔비디아<span> CEO</span>는 오전에는 투자 애널리스트<span>, </span>오후에는 기자들을 만나서<span> Q&A</span>의 시간을 가졌습니다<span>. </span>이는 지난해에도 마찬가지였는데 이렇게 수백명의 기자들을 모아놓고 자유롭게 질문을 주고 받는 테크기업 <span>CEO</span>를 저는 지금까지 딱 두 사람을 만났는데요<span>. </span>바로 젠슨 황과 마크 베니오프 세일즈포스<span> CEO</span>입니다<span>. </span>창업자 겸<span> CEO</span>로 막강한 리더십과 함께 디테일까지 알고있다는 것이 두 사람의 공통점<span>.</span></p> <p><span> </span></p> <p>젠슨 황<span> CEO</span>는 이날 엔비디아는 더 이상 칩 기업이 아니라고 말했는데요<span>. </span>사실 그가 이런 말을 한지는 몇 년이 지났습니다<span>. </span>황<span> CEO</span>는 이렇게 말합니다<span>. </span></p> <p><br></p> <div><span style="font-style: italic; font-weight: bold;" class="stb-italic stb-bold">엔비디아는 더 이상 칩을 만들지 않는다. 옛날에는 그랬다. 옛날에는 칩을 만들면 누군가 칩을 사서 컴퓨터에 넣고 컴퓨터를 팔았다. 좋은 시절이었다. 지금은 한 번에 수천억 달러가 투입되는 AI 인프라를 구축한다. 따라서 계획을 잘 세워야 한다. </span></div> <div><br></div> <div><span style="font-style: italic; font-weight: bold;" class="stb-italic stb-bold"> AI 인프라는 오늘 구매를 결정하고 내일 배포하는 것이 아니다. AI 인프라는 2년전에 미리 투자하고 2년 동안 계획을 세워야하는 것이다. 모든 국가가 협력해야하고 전 세계에 인프라를 구축하기 위한 계획을 세워야한다. </span></div> <div><br></div> <div><span style="font-style: italic; font-weight: bold;" class="stb-italic stb-bold">엔비디아는 이제 칩이 아니라 AI인프라 회사다. 우리는 AI 공장 회사다. 공장은 고객이 돈을 벌 수 있도록 돕는다는 뜻이다. 우리 공장은 고객의 수익으로 직접 연결된다. </span></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;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" 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%;" align="left" width="100%"><tbody><tr><td class="stb-image-box" style="padding:0 0;text-align:center;margin:0px;width:100%;box-sizing:border-box;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;;font-size:0;line-height:0;"><div style="width:100%;position:relative;padding-bottom:56.25%;"><iframe class="embedvideo" style="display:block;position:absolute;width:100%;height:100%; background: #000;" src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.youtube.com/embed/t_jiScDhf3M" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"></iframe></div></td></tr></tbody></table></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 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;">엔비디아의 AI데이터센터가 어떻게 만들어지는지 보여주는 영상 <엔비디아></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">마이크로소프트 사실은 마이다스의 손</span></div> <div><br></div> <div> <p>젠슨 황<span> CEO</span>가 이런 얘기를 하는 것은 지금의<span> AI </span>연산이 커다란 데이터 센터 차원에서 이뤄지기 때문이에요<span>. </span>우리가 사용하는 랩탑을 예로 들어볼게요<span>. </span>랩탑에 탑재되어있는<span> CPU</span>에서 <span>AI</span>를 작동시킨다고 해볼게요<span>. </span>보통 <span>AI</span>모델은 너무 크고 처리해야하는 데이터도 많아서 일반적인<span> PC</span>용<span> CPU</span>에서는 돌아가지 않습니다<span>. </span>그래서<span> AI</span>연산에 특화된<span> GPU</span>가 필요하고 이<span> GPU </span>하나가 아닌 여러 개의<span> GPU</span>를 연결해서 쓰게 됩니다<span>. </span>또<span>, GPU</span>만으로 되는 것도 아니어서 짝을 이룬<span> CPU</span>가 필요합니다<span>. </span>게임을 하는데 그래픽카드만 있다고 되는 것이 아닌 것과 마찬가지<span>.</span></p> <p><br></p> <p>하지만 무작정 연결한다고 연산이 이뤄지는 것이 아니고 이<span> GPU</span>에 데이터를 공급해줄 메모리가 있어야 하고요<span>. </span>우리의 랩탑이 뜨거워지는 것처럼<span> GPU</span>도 뜨거워질 것이기 때문에 이를 냉각하는 장치가 필요합니다<span>. GPU</span>와<span> GPU</span>를 연결하는 케이블이 필요하고<span>, 데이터 처리속도를 높여주는 </span><span>DPU</span>라는 반도체가 또 필요합니다<span>. 이렇게</span><span> AI</span>연산이 이뤄지는 하나의 독립적인 컴퓨터가 구성되는데 이것을 '랙'이나 '트레이' 등으로 부릅니다. </p> <p><span> </span></p> <p>이 랙을 모아서 수직으로 쌓으면 천장까지 닿는 길쭉한 같은 컴퓨터가 만들어지는데요<span>. 현재 판매되고 있는 블랙웨 GPU가 탑재된 </span>엔비디아의 대표 컴퓨터의 이름이<span> GB200 NVL72 </span>입니다<span>. 랙 하나에 2개의 GPU가 들어가고 36개의 랙이 </span><span>NV</span>링크라는 케이블로 연결되기 때문에<span> NVL72</span>라는 이름이 붙습니다<span>.</span></p> <p><span> </span></p> <p>하지만<span> AI 연산은 NVL72 한 대로 </span>로 끝나지 않는데요<span>. </span>여러대의 서버컴퓨터를 모아서 거대한 데이터센터에 집어넣습니다<span>. </span>엔비디아의 경우 데이터센터에 총<span> 3</span>만<span>2000</span>개의<span> GPU</span>가 들어갑니다<span>. </span>일론 머스크의<span> AI </span>회사<span> xAI</span>는 테네시주 멤피스의 자신들을 위한 데이터센터를 세웠는데요<span>. </span>여기에는<span> 10</span>만개의<span> H200 GPU</span>를 사용한 것으로 알려져있습니다<span>.</span></p> <p><span> </span></p> <p>이런 점에서 빅테크 기업이 엔비디아로부터<span> GPU</span>를<span> 10</span>만장을 샀다고 하면 작은<span> GPU </span>칩 하나만 산 것이 아니라<span> 10</span>만장의<span> GPU</span>를 샀고 이<span> 10</span>만장의<span> GPU</span>가 탑재된 컴퓨터를 샀고<span>, </span>데이터센터를 이 컴퓨터로 채워넣었다는 의미가 됩니다<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_2708101_1742502182405522058.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;">엔비디아는 AI 인프라에 들어가는 소프트웨어에서 하드웨어까지 모든걸 만듭니다. <엔비디아> </span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">우리는 누구와도 경쟁하지 않는다</span></div> <div><br></div> <div> <p>이런 데이터센터를 구축하는 것은 과거 인텔이<span> CPU</span>로 컴퓨터 업계를 호령했을 때와는 차원이 다른 큰 그림을 그려야합니다<span>. </span>단순히 하나의 칩과 이것이 작동되는<span> PC</span>를 고려해야하는 것이 아니라<span>, </span>컴퓨터들을 연결하고<span>, </span>컴퓨터들을 데이터센터에 집어넣고<span>, </span>여기에 들어가는 전력도 고려해야한다는 뜻입니다<span>. </span></p> <p><span> </span></p> <p>이런 점에서 엔비디아는 모든 기술 스택을 직접 만들지만 누구와도 경쟁하지 않는다는 말도 이해가 됩니다<span>.</span></p> <p><span> </span></p> <p>데이터센터에 들어가는 컴퓨터 누가 만들까요<span>? </span>지금 저희가 사용하는<span> PC</span>의 경우 수많은<span> PC</span>브랜드가 있습니다<span>. </span>델<span>, HP, </span>레노버<span>, </span>삼성전자<span>, LG</span>전자 등등<span>. </span>하지만 이 회사들은 직접 공장을 운영하는 것이 아니고<span> PC</span>제조 전문 회사에게 위탁생산을 맡깁니다<span>. AI</span>데이터센터용 서버컴퓨터도 동일합니다<span>. </span></p> <p><span> </span></p> <p>델<span>, HPE, </span>레노버 같은 회사들은 <span>AI</span>서버컴퓨터의 최종 수요자<span>, </span>예를 들자면<span> AWS, </span>마이크로소프트<span>, </span>애저 같은 하이퍼스케일러의 주문을 받아서 이를 회사에 납품합니다<span>. </span>하지만 이들이 직접 미국에 제조시설을 가진 경우는 드물고 중국 기업에 위탁생산을 맡기는 경우가 대부분 입니다<span>. </span>하이퍼스케일러들이 필요한 것은 결국 엔비디아<span> GPU</span>죠<span>. </span>이런 서버컴퓨터 제조회사들에게 엔비디아는 엄청난 갑이 될 수 밖에 없습니다<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_2708101_1742502090355121327.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;">블랙웰 NVL72가 엔비디아의 최종 제품입니다. <엔비디아> </span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">사실은 모든 이들과 경쟁하는데? </span></div> <div><br></div> <div> <p>그런데<span> PC</span>의<span> OS </span>윈도우를 만드는 마이크로소프트도 직접 경쟁제품을 만듭니다<span>. </span>바로 서피스죠<span>. </span>마이크로소프트는 서피스를 설계하지만 이를 직접 제조하지는 않죠<span>. </span>엔비디아도 비슷한 방식으로 자신들이 직접 설계한 <span>AI</span>서버를 제조합니다<span>. </span>앞서 말씀드린<span> GB200 NVL72</span>가 그런 제품입니다<span>. </span>이 제조를 맡기는 기업은<span>? </span>바로 에플 아이폰을 만드는 폭스콘입니다<span>.</span></p> <p><span> </span></p> <p>델<span>, HPE, </span>레노버 등 서버컴 회사가 만들 때 거기에 들어가는 네트워크나 냉각장치 등은 제조회사나 고객이 결정하죠<span>. </span>반면 엔비디아의 자체 제조 서버의 스펙은 엔비디아가 결정하죠<span>. </span>여기에 엔비디아가 만든 네트워크 장비와<span> DPU </span>등이 들어가게 됩니다<span>. </span>엔비디아는 엔비디아가 직접 설계하고 모든 것을 만든<span> NVL72 </span>가 가장 뛰어난 성능의<span> GPU</span>라고 주장합니다. </p> <p><span> </span></p> <p><span>GTC2025</span>에서 공개되는 엔비디아 신제품의 모든 숫자는 이렇게 수직통합된<span> NVL </span>제품군을 기준으로 만들어졌다고 봐야 합니다<span>.</span></p> <p><span> </span></p> <p>이렇다 보니 엔비디아는 경쟁자들이 많습니다<span>. </span>먼저 자체 서버인<span> NVL</span>이 협력사인 델<span>, HPE, </span>슈퍼마이크로 같은 회사의 서버와 경쟁합니다<span>. </span>엔비디아는 이 회사들을 통해서 고객들에게<span> GPU</span>를 팔아야하지만<span>, </span>자체 서버를 팔수록 더 많은 돈이 남습니다<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_2708101_1742502361478440002.jpg" style="width:364px;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="364" 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;"><엔비디아 웨이>책에 젠슨 황 CEO의 사인을 받았습니다. . </span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">뭘 좋아할지 몰라서 모두 준비했어</span></div> <div><br></div> <div> <p>엔비디아는 고객들과도 경쟁합니다<span>. </span>가장 큰 고객인 빅테크 클라우드 회사들이 제각각 자신들만의<span> GPU, CPU</span>를 만들고 자신들만의 방식으로 서버를 만들고 데이터센터를 만들고 싶어합니다<span>. 특히 올해 출시되는 블랙웰 GPU와 블랙웰 기반 데이터센터들은 여전히 일부 고객들의 신뢰를 얻지 못하고 있습니다. </span></p> <p><br></p> <p><span></span>이 고객들에게 엔비디아는 증명해야합니다<span>. </span></p> <p><br></p> <p><span style="font-weight: bold;" class="stb-bold">너희들이 직접 만든 것 말고 내가 만든 걸 쓰는 것이 사실은 남는 장사야!</span></p> <p><span> </span></p> <p>황<span> CEO</span>의 말입니다<span>.</span></p> <p><span> </span></p> <p><span style="font-weight: bold; font-style: italic;" class="stb-bold stb-italic">엔비디아는 빅테크 기업에 비하면 직원이 3만6000명밖에 되지 않은 작은 기업이다. 그래서 우리가 해야 할 필요만 있는 것만 한다. 우리가 모든 기술영역(stack)에 진출해 있는 것은 그것이 필요하기 때문이다. 우리는 고객에게 제공할 수 있는 것을 모두 준비해놓고 거기서 나오는 가치를 얼마나 가져갈지는 고객이 선택하게 한다. 우리는 시장점유율을 빼앗기 위해 어느 기업과도 경쟁하지 않는다. </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?nzxgchq2%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_2708101_1742502324362642262.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;">이렇게 많은 연사들이 퀀텀 데이에 참석했습니다. <이덕주 기자></span></div> <div><br></div> <div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">양자 컴퓨팅 데이 GTC2025 </span></div> <div><span style="font-size: 20px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">젠슨 황이 훈수를 둔 이유</span></div> </div> <div> </div> <div> <p><span>20</span>일 <span>GTC2025</span>의 특별행사인 <span>‘</span>양자 데이<span>’ </span>행사가 열렸습니다<span>. </span>젠슨 황<span> CEO</span>가 양자컴퓨팅 업계의 스타트업과 기업들을 초대해서 이야기를 들어보는 자리였는데요<span>. </span>자그마치<span> 14</span>명의 패널을<span> 6</span>명<span>, 6</span>명<span>, 2</span>명씩 무대에 올렸습니다<span>. </span></p> <p><span> </span></p> <p>이 세션은 지난<span> 1</span>월 젠슨 황 <span>CEO</span>가 <span>‘</span>양자컴퓨팅 상용화 까지<span> 20</span>년 걸린다<span>’</span>라고 말하고 양자컴퓨팅 기업들 주가가 폭락한 것을 계기로 만들어졌는데요<span>. </span>전세계의 이목이 쏠리는<span> GTC</span>에서 양자컴퓨팅 기업들에게 발언의 기회를 주는 것이 목적이라고 황<span> CEO</span>는 말했습니다<span>. ‘</span>내가 왜 틀렸는지를 증명해보라<span>’</span>는 것인데요<span>. </span>제가 받은 인상은 이번 기회를 통해서 양자컴퓨팅에 대한 일반 대중의 이해를 높이고<span>, </span>이 시장에 진출해 있는 엔비디아의 생태계 지배력을 높이는 것이 목적이라고 느껴졌습니다<span>.</span></p> <p><span> </span></p> <p>이날 참석한 스타트업과 대기업<span>(AWS, </span>마이크로소프트<span>)</span>의 연사들은 실제로 양자컴퓨터를 만들고 있기 때문에 양자컴퓨팅 발전의 현 상황을 생생하게 들을 수 있었습니다<span>. (</span>지난번 제가 보낸 <span style="text-decoration: underline; font-weight: bold;" class="stb-underline stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://stib.ee/4efG" class="stb-underline stb-bold" style="font-weight: bold; color: rgb(0, 0, 0); text-decoration: none;" target="_blank">‘양자컴퓨터는 사실 반도체입니다’</a></span>를 읽으신다면 더 풍성하게 이해하실 수 있습니다<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;"><table class="stb-cell" border="0" cellpadding="0" cellspacing="0" 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%;" align="left" width="100%"><tbody><tr><td class="stb-image-box" style="padding:0 0;text-align:center;margin:0px;width:100%;box-sizing:border-box;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 25px 0px 25px;;font-size:0;line-height:0;"><div style="width:100%;position:relative;padding-bottom:56.25%;"><iframe class="embedvideo" style="display:block;position:absolute;width:100%;height:100%; background: #000;" src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.youtube.com/embed/7rHbdDCdibI" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"></iframe></div></td></tr></tbody></table></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 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;">엔비디아는 가속 양자컴퓨팅 연구센터를 보스턴에 설립합니다. <엔비디아></span></div> <div><br></div> <div><span style="font-size: 14px; color: #ff4040; font-weight: bold;" class="stb-fore-colored stb-bold">상용화 멀었다? 지금 당장 쓰일 곳을 찾아보자</span></div> <div> </div> <div> <p>제가 흥미로웠던 포인트들만 말씀드려볼게요<span>. </span>먼저 우리가 양자컴퓨터가 상용화 되려면 지금의 수백큐비트를 넘어 수천<span>, </span>수백만 큐비트까지 스케일업을 해야한다고 하는데요<span>. </span>지금의 수백큐비트 수준에서도 도움을 줄 수 있는 것이 있다고 합니다<span>.</span></p> <p><span> </span></p> <p>이날 아이온큐의 피터 채프먼 의장은 앤시스라는 <span style="text-decoration: underline; font-weight: bold;" class="stb-underline stb-bold"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://ionq.com/news/ionq-and-ansys-achieve-major-quantum-computing-milestone-demonstrating" style="font-weight: bold; font-style: normal; text-decoration: underline; color: #000000;" class="stb-underline stb-bold" target="_blank">컴퓨터 엔지니어링 업체와 협력해 LS-다이나</a></span>라고 하는 어플리케이션에 양자컴퓨팅을 이용해 혈액펌프를 시뮬레이션 했다고 밝혔어요<span>. </span></p> <p><span> </span></p> <p>젠슨 황 <span>CEO</span>는 자신의 경험을 얘기하면서 엔비디아가 초기에 성공을 거뒀던 것은 <span>‘</span>게임시장<span>’</span>이라는 확실한 시장이 있었기 때문이라고 했어요<span>. </span>니치마켓이라고 시작했던 게임시장에<span> GPU</span>에 대한 수요가 있었고 여기서 고객들의 문제를 해결하면서<span> R&D</span>예산을 확보할 수 있었고 이를 통해<span> GPU</span>의 성능을 개선할 수 있었다는 것입니다<span>. </span>양자컴퓨팅에서도 틀림없이 이런 니치하지만 확실한 수요가 있는 영역이 있을 것이라고 조언했습니다<span>. </span></p> <p><span> </span></p> <p>연사들은 양자컴퓨팅이 <span>AI</span>의 발전을 가속화할 것을 기대했어요<span>. </span>양자컴퓨터는 우리의 현실세계가 움직이는 원리인 <span>‘</span>양자역학<span>’</span>을 기반으로 움직이는데요<span>. </span>그렇기 때문에 현실세계를 가장 잘 시뮬레이션할 수 있다고 하죠<span>. </span>우리가 양자컴퓨터로 현실을 자유롭게 시뮬레이션할 수 있게된다면 이를 바탕으로 로봇이나 자동차 같은 물리적<span>AI</span>를 더 잘 학습시킬 수 있게 됩니다<span>.</span></p> <p><span> </span></p> <p><span style="font-size: 14px;">미국과 영국에 본사를 둔 퀀티니움은 올해 2월 <a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://www.quantinuum.com/press-releases/quantinuum-announces-generative-quantum-ai-breakthrough-with-massive-commercial-potential" target="_blank" style="color: rgb(0, 0, 0); font-weight: bold; text-decoration: none;"><span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold">생성형</span></span><span style="text-decoration: underline;" class="stb-underline"><span style="font-weight: bold;" class="stb-bold"> 퀀텀 AI 프레임워크(Gen QAI)</span></span></a>라는 것을 발표했는데 양자컴퓨터로 학습 데이터를 만들어내는 AI라고 해요. 이외에도 양자컴퓨팅과 AI를 결합할 다양한 방법을 연사들을 기대하고 있었습니다.</span></p> <p><span style="font-size: 14px;"> </span></p> <p><span style="font-size: 14px;">마지막으로 양자컴퓨팅이 만들어낼 가장 큰 혁명은 과학적인 발견인데요. 생물학이나 재료공학 쪽이 가장 유망한데요. 이날 얘기가 나오지 않았지만 마이크로소프트가 양자컴퓨팅과 슈퍼컴퓨터를 결합해 새로운 배터리 소재를 찾아내기도 했습니다.</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;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 src=https://www.mk.co.kr/mirakleai/newsletter/page/"https://img2.stibee.com/11584_2325178_1722870114790890775.png" style="width:auto;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="0" 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;"><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-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: 18px; font-weight: bold; color: #000000;" class="stb-bold stb-fore-colored"><span style="font-size: 32px; color: #878787;" class="stb-fore-colored">CUDA의 창조자</span></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%;"><p style="text-align: left;">지금 엔비디아가 가지고 있는 가장 강력한 경제적 해자로 꼽히는 CUDA. GPU에 프로그래밍을 할 수 있는 다양한 라이브러리를 뜻합니다. 이 자체가 하나의 생태계가 되어서 AI 연구자들은 CUDA가 작동되는 엔비디아 반도체 만을 쓰게 되죠.</p> <p style="text-align: left;"><br></p> <p style="text-align: left;">이 CUDA를 만든 사람.<a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://blogs.nvidia.com/blog/author/ian-buck/" style="font-weight: bold; font-style: normal; text-decoration: none; color: #000000;" class="stb-bold" target="_blank"> <span style="text-decoration: underline;" class="stb-underline">이언 벅 엔비디아 부사장</span></a>인데요. GTC2025에서 전설적인 이 사람을 만날 수 있었습니다. 그에 따르면 처음 CUDA를 만들었을때 엔지니어들은 그를 포함해서 4명 정도에 불과했다고 합니다. 4명이 모여서 최초의 라이브러리를 만들었고 최초의 사용자가 등장했습니다. 처음은 잘 작동되지 않았다고해요. </p> <p style="text-align: left;"><br></p> <p style="text-align: left;">이렇게 장난감처럼 시작했던 CUDA는 지금 900개의 라이브러리가 있고 이중 450개가 AI와 관련된 것입니다. </p> <p style="text-align: left;"><br></p> <p style="text-align: left;">지금도 새로운 개발자들이 이언 벅 부사장에게 메일을 보내서 '우리가 이런 라이브러리를 새로 만들건데 이 이름이 어떤지 OK해줘'라는 요청을 한다고 합니다. CUDA의 조물주에게 '이름'을 승인 받는 다는 것이 재미있었습니다.</p> <p style="text-align: left;"><br></p> <p style="text-align: left;">GTC2025에서 만난 많은 참석자들에게서 내가 의미있는 것을 만들고 세상에 기여하고 있다는 기운이 느껴졌습니다. 그것이 AI일수도 있고 양자컴퓨팅일수도 있고 로보틱스일수도 있는데요. 의미있는 일에 도전한다는 점에서 이들에게 끝없는 열정과 동력을 부여한다고 느껴졌습니다. </p> <p style="text-align: left;"><br></p> <p style="text-align: left;">오늘의 레터가 GTC에 오지 못한 여러분들께 조금이라도 의미있는 자극이 되었을까요? 새로운 지식과 이해를 전달드렸을까요? 그렇다면 저는 오늘 하루의 의미를 얻을 것 같습니다.</p> <p style="text-align: left;"><br></p> <p><br></p> <div style="text-align: right;"><span class="stb-bold stb-fore-colored stb-hilitecolor-colored" style="font-size: 16px; font-weight: bold; color: #ff4040;">당신의 멋진 미래를 위해</span></div> <div style="text-align: right;"><span class="stb-bold stb-fore-colored stb-hilitecolor-colored" style="font-size: 16px; font-weight: bold; color: #ff4040;"><span class="stb-underline"><a href=https://www.mk.co.kr/mirakleai/newsletter/page/"https://media.naver.com/journalist/009/22098" class="stb-underline stb-bold stb-marked stb-fore-colored" target="_blank" rel="noopener" style="font-weight: bold; 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