{"id":21,"date":"2026-09-07T22:51:51","date_gmt":"2026-09-07T22:51:51","guid":{"rendered":"https:\/\/energysosik.com\/?p=21"},"modified":"2026-09-07T23:50:31","modified_gmt":"2026-09-07T23:50:31","slug":"ai-%ec%97%b4%ed%92%8d%ec%9d%84-%ec%a3%bc%eb%8f%84%ed%95%98%eb%8a%94-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%ea%b8%88%ec%9c%b5-%ec%9c%84%ea%b8%b0%ec%9d%98-%eb%8f%84%ed%99%94%ec%84%a0%ec%9d%b4-%eb%90%a0","status":"publish","type":"post","link":"https:\/\/energysosik.com\/?p=21","title":{"rendered":"AI \uc5f4\ud48d\uc744 \uc8fc\ub3c4\ud558\ub294 \uc5d4\ube44\ub514\uc544, \uae08\uc735 \uc704\uae30\uc758 \ub3c4\ud654\uc120\uc774 \ub420 \uac83\uc778\uac00?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">\uc774 \ub300\ud654\uc18d\uc5d0\uc11c \ud328\ub110\ub4e4\uc740\ub2f7\ucef4 \ubd90 \ub54c\uc640\ub294 \ub2e4\ub974\ub2e4\uace0\ub294 \ud558\uc9c0\ub9cc \ub610\ub2e4\ub978 \uae08\uc735\uc704\uae30\uc758 \ubc1c\ud654\uc5d0 \ub300\ud55c \uacbd\uacc4\ub97c \ub2a6\ucd94\uc9c0\ub294 \uc54a\ub294\ub2e4. \uc0ac\ub78c\ub4e4\uc740 \uc21c\ud658\uae08\uc735\uad6c\uc870\ub77c\ub294 \uae30\ud615\uc801\uc778 \ud615\ud0dc\uc758 \uae08\uc735\uc2dc\uc2a4\ud15c\uc758 \ubd88\uc548\uc815\ud568\uc744 \ubd88\ud3b8\ud574\ud558\uba74\uc11c\ub3c4, AI \uc5f4\ud48d\uc774 \uac00\uc838\ub2e4 \uc8fc\ub294 \ubd80\uc758 \ud6a8\uacfc(Wealth effect)\uc758 \ub2ec\ucf64\ud568\uc744 \uc678\uba74\ud560 \uc218\ub294 \uc5c6\uc744 \uac83\uc774\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uacb0\uad6d\uc740 \uae08\uc735\uc704\uae30\uc5d0 \uc9c1\uba74\ud558\uac8c \ub420 \uac83\uc774\ub2e4. \uc774\uac74 \ubb3c\ub9ac\ud559\uc774\ub2e4. \ubd88\uc548\uc815\ud55c feedback \uc2dc\uc2a4\ud15c\uc740 \ubc1c\uc0b0\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \ubc16\uc5d0\ub294 \uac08 \uc218 \uc5c6\uace0, \ud328\uad8c\uad6d\uac00\uc758 \uc9c0\uc704\ub97c \ub193\uace0 \ub2e4\ud22c\ub294 \uc911\uad6d\uc774 \uc788\ub294 \ub355\ubd84\uc5d0 \ub9ce\uc740 \ucde8\uc57d\ud55c \ubd80\ubd84, \ud639\uc740 \uacfc\ub3c4\ud55c \ubd80\ubd84\uc5d0 \ub108\uadf8\ub7ec\uc6cc\uc9c0\uac70\ub098 \uc544\ub2c8\uba74 \ub208\uac10\uc544 \uc904\uc218 \ubc16\uc5d0 \uc5c6\uc744\ud14c\ub2e4. \uc804\uc18d\ub825\uc73c\ub85c \ub2ec\ub824\uac00\uace0 \uc788\ub294 \uae30\uc220\uacfc \uae08\uc735\uc758 \ub05d\uc774 \uc5b4\ub290 \uc784\uacc4\uc810\uc5d0 \ub3c4\ub2ec\ud558\uba74 \uadf8\ub54c \uc808\ubcbd\uc704\uc5d0\uc11c \ub5a8\uc5b4\uc9c0\ub294 \ub808\ubc0d\uc2a4\ub4e4 \uc0ac\uc774\uc5d0 \uc6b0\ub9ac\uac00 \uc788\uc9c0 \uc54a\uae30\ub97c \ubc14\ub784\ubfd0\uc774\ub2e4. <br>AI\uac70\ud488\uc73c\ub85c \ud5a5\ud558\uace0 \uc788\ub294\uac83\uc740 \uc54c\uace0 \uc788\uc5b4\ub3c4, \uadf8\uacf3\uc5d0 \ub3c4\ub2ec\ud558\uae30\uae4c\uc9c0 \uc5bb\uac8c\ub418\ub294 \uadf8 \ub2ec\ucf64\ud568\uc744 \ud3ec\uae30\ud558\uc9c0 \ubabb\ud560\uac83\uc774\ub2e4. \uc0ac\uc2e4 \uc6b0\ub9ac\ub098\ub77c\uc57c\ub294 \uadf8 \ubaa8\ub4e0 \uc218\ud61c\ub97c \uac00\uc7a5 \ub9ce\uc774 \ub204\ub9ac\uace0 \uc788\ub294 \ub098\ub77c\uc544\ub2cc\uac00. \uc9c0\uae08 \ucc3e\uc544\uc628 \uae30\ud68c\ub97c \ud604\uba85\ud558\uac8c \uc798 \uc4f0\uae30\ub97c \ubc14\ub784\ubfd0\uc774\uace0, \ub108\ubb34 \ud6a1\uc7ac\uc5d0 \ucde8\ud574 \uc815\uc2e0\ubabb\ucc28\ub9ac\ub2e4 \ub0b4\ub9b4 \ub54c\ub97c \ub193\uce58\uc9c0 \uc54a\uae30\ub9cc\uc744 \ubc14\ub784\ubfd0\uc774\ub2e4.<\/p>\n\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Nvidia is funding an AI boom. Will it trigger a financial crash? | The Economist <\/summary>\n<p class=\"wp-block-paragraph\">\ub0a0\uc9dc: 2026-09-07 | \ucc44\ub110\uba85: The Economist<br>\uc601\uc0c1 \ub9c1\ud06c: <a href=\"https:\/\/www.youtube.com\/watch?v=VF1JES8Sv5U\">https:\/\/www.youtube.com\/watch?v=VF1JES8Sv5U<\/a><br>\uc81c\ubaa9: Nvidia is funding an AI boom. Will it trigger a financial crash? | The Economist<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h5 class=\"wp-block-heading\">==========================================================<br>\ub2e8\ub77d\ubcc4 \ud575\uc2ec \uc815\ub9ac<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. \uc5d4\ube44\ub514\uc544\uc758 \ud3ed\ubc1c\uc801 \uc131\uc7a5\uacfc \uc2dc\uc7a5 \uc9c0\ubc30\ub825<\/strong><br>\uc5d4\ube44\ub514\uc544\ub294 ChatGPT \ucd9c\uc2dc \uc774\ud6c4 \uc8fc\uac00\uac00 14\ubc30 \uc0c1\uc2b9\ud558\uba70 \uacbd\uc774\ub85c\uc6b4 \uc131\uc7a5\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub294 \ub2e8\uc21c\ud55c \ud22c\uae30\uc801 \uc218\uc694\uac00 \uc544\ub2cc, \uc2e4\uc81c \ub9e4\ucd9c\uc758 \uae09\uc99d\uc5d0 \uadfc\uac70\ud55c \uacb0\uacfc\uc785\ub2c8\ub2e4. \uacfc\uac70 \uac8c\uc774\uba38\ub4e4\uc744 \uc704\ud55c \uadf8\ub798\ud53d \uce74\ub4dc \ud68c\uc0ac\uc5d0\uc11c \ud604\uc7ac\ub294 S&amp;P 500 \uc218\uc775\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc744 \ucc28\uc9c0\ud558\ub294 \uac70\ub300 \uae30\uc5c5\uc774 \ub418\uc5c8\uc73c\uba70, \ubbf8\uad6d \uc99d\uc2dc \uc804\uccb4\uc5d0 \ub9c9\ub300\ud55c \uc601\ud5a5\ub825\uc744 \ud589\uc0ac\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. AI \uce69 \uc2dc\uc7a5\uc758 \ubcc0\ud654: \ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58\uc758 \ubd80\uc0c1<\/strong><br>\uacfc\uac70 \uc5d4\ube44\ub514\uc544\uac00 AI \uce69 \uc2dc\uc7a5\uc758 80%\ub97c \ub3c5\uc810\ud588\ub2e4\uba74, \ud604\uc7ac\ub294 \uc57d 60%\ub97c \uc810\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub098\uba38\uc9c0 40%\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5\ub4e4\uc774 \uc790\uccb4\uc801\uc778 \ud544\uc694\uc5d0 \ub530\ub77c \ub9cc\ub4dc\ub294 &#8216;\ub9de\ucda4\ud615 \uc2e4\ub9ac\ucf58(Custom Silicon)&#8217;\uc774 \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc804\ubb38\uac00\ub4e4\uc740 2030\ub144\uacbd\uc5d0\ub294 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 \uc5d4\ube44\ub514\uc544\uc640 \uc790\uccb4 \uce69 \uc81c\uc870\uc0ac \uac04 50:50\uc758 \uad6c\ub3c4\uac00 \ub420 \uac83\uc73c\ub85c \uc608\uce21\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. \ub17c\ub780\uc758 \uc911\uc2ec: \uc5d4\ube44\ub514\uc544\uc758 \uae08\uc735 \uacf5\ud559(Financial Engineering)<\/strong><br>\uc5d4\ube44\ub514\uc544\uac00 \uace0\uac1d\uc0ac(\uc608: OpenAI)\uc758 \ub370\uc774\ud130 \uc13c\ud130 \uac74\uc124\uc744 \uc704\ud574 \ud1a0\uc9c0 \ubc0f \uc804\ub825 \uc784\ub300 \uacc4\uc57d\uc744 \ubcf4\uc99d\ud558\uac70\ub098 \uc9c1\uc811 \ud22c\uc790\ud558\ub294 \ubc29\uc2dd\uc774 \ub17c\ub780\uc774 \ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub294 \uace0\uac1d\uc0ac\uac00 \uc5d4\ube44\ub514\uc544\uc758 \uce69\uc744 \uad6c\ub9e4\ud558\ub3c4\ub85d \ub9cc\ub4dc\ub294 &#8216;\uc21c\ud658\uc801 \uad6c\uc870&#8217;\ub77c\ub294 \ube44\ud310\uc744 \ubc1b\uc2b5\ub2c8\ub2e4. \uc774\uc5d0 \ub300\ud574 \uc5d4\ube44\ub514\uc544 \uce21\uc740 \ub2e8\uc21c \ub300\ucd9c\uc774 \uc544\ub2cc \ubbf8\ub798 \uacf5\uae09\/\uac00\uaca9 \ubcf4\uc99d\uc774\uba70, \uace0\uac1d\uc0ac\ub4e4\uc774 \ud604\uae08 \ud750\ub984\uc774 \ub9e4\uc6b0 \ud0c4\ud0c4\ud55c \uae30\uc5c5\ub4e4\uc774\ub77c\ub294 \uc810\uc744 \ub4e4\uc5b4 \uc815\ub2f9\uc131\uc744 \uc8fc\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. \uacbd\uc81c\uc801 \ud30c\uae09 \ud6a8\uacfc\uc640 \ub9ac\uc2a4\ud06c<\/strong><br>\uc5d4\ube44\ub514\uc544\uc758 \uc774\ub7ec\ud55c \ud589\ubcf4\uac00 \uacbd\uae30 \uce68\uccb4\ub97c \uc720\ubc1c\ud560\uc9c0\uc5d0 \ub300\ud574 \uc804\ubb38\uac00\ub4e4\uc758 \uc758\uacac\uc774 \uac08\ub9bd\ub2c8\ub2e4. \uc77c\ubd80\ub294 AI \ubd90\uc744 \uac00\uc18d\ud654\ud560 \uac83\uc774\ub77c \ubcf4\uc9c0\ub9cc, \ub9cc\uc57d AI \uc218\uc694\uac00 \uae30\ub300\uc5d0 \ubbf8\uce58\uc9c0 \ubabb\ud560 \uacbd\uc6b0 \uc5d4\ube44\ub514\uc544\uac00 \uc81c\uacf5\ud55c \ubcf4\uc99d\ub4e4\uc774 \ubd80\uba54\ub791\uc774 \ub418\uc5b4 \uacbd\uc81c \uc804\ubc18\uc5d0 \ud558\ub77d \uc555\ub825\uc744 \uac00\ud560 \uc218 \uc788\ub2e4\ub294 \uacbd\uace0\ub3c4 \uc874\uc7ac\ud569\ub2c8\ub2e4.<\/p>\n<\/details>\n\n\n\n<h5 class=\"wp-block-heading\">[1] 3\uc904 \ud575\uc2ec \uc694\uc57d<\/h5>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc5d4\ube44\ub514\uc544\ub294 AI \uc2dc\ub300\uc758 \ub3c4\ub798\uc640 \ud568\uaed8 \ub9e4\ucd9c\uc774 \ub9e4\ub144 \ub450 \ubc30\uc529 \uae09\uc99d\ud558\uba70 S&amp;P 500 \uc9c0\uc218\uc5d0 \ub9c9\ub300\ud55c \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uac70\ub300 \uae30\uc5c5\uc73c\ub85c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ud604\uc7ac AI \uce69 \uc2dc\uc7a5\uc758 60%\ub97c \uc810\uc720\ud558\uace0 \uc788\uc73c\ub098, \uc18c\ud504\ud2b8\uc6e8\uc5b4 \uae30\uc5c5\ub4e4\uc758 \uc790\uccb4 \uce69(Custom Silicon) \uc81c\uc791\uc73c\ub85c \uc778\ud574 \ud5a5\ud6c4 \uc2dc\uc7a5 \uc810\uc720\uc728\uc774 50%\uae4c\uc9c0 \ud558\ub77d\ud560 \uc804\ub9dd\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uace0\uac1d\uc0ac\uc5d0 \ub300\ud55c \ud22c\uc790\uc640 \uc784\ub300 \ubcf4\uc99d \ub4f1 \uc5d4\ube44\ub514\uc544\uc758 &#8216;\uc21c\ud658\uc801 \uae08\uc735 \uad6c\uc870&#8217;\uc5d0 \ub300\ud55c \ub17c\ub780\uc774 \uc788\uc73c\ub098, \uac15\ub825\ud55c \ud604\uae08 \ud750\ub984\uc744 \ubc14\ud0d5\uc73c\ub85c \uc774\ub97c \ubc29\uc5b4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\uc774 \ub300\ud654\uc18d\uc5d0\uc11c \ud328\ub110\ub4e4\uc740\ub2f7\ucef4 \ubd90 \ub54c\uc640\ub294 \ub2e4\ub974\ub2e4\uace0\ub294 \ud558\uc9c0\ub9cc \ub610\ub2e4\ub978 \uae08\uc735\uc704\uae30\uc758 \ubc1c\ud654\uc5d0 \ub300\ud55c \uacbd\uacc4\ub97c \ub2a6\ucd94\uc9c0\ub294 \uc54a\ub294\ub2e4. \uc0ac\ub78c\ub4e4\uc740 \uc21c\ud658\uae08\uc735\uad6c\uc870\ub77c\ub294 \uae30\ud615\uc801\uc778 \ud615\ud0dc\uc758 \uae08\uc735\uc2dc\uc2a4\ud15c\uc758 \ubd88\uc548\uc815\ud568\uc744 \ubd88\ud3b8\ud574\ud558\uba74\uc11c\ub3c4, AI \uc5f4\ud48d\uc774 \uac00\uc838\ub2e4 \uc8fc\ub294 \ubd80\uc758 \ud6a8\uacfc(Wealth effect)\uc758 \ub2ec\ucf64\ud568\uc744 \uc678\uba74\ud560 \uc218\ub294 \uc5c6\uc744 \uac83\uc774\ub2e4. \uacb0\uad6d\uc740 \uae08\uc735\uc704\uae30\uc5d0 \uc9c1\uba74\ud558\uac8c \ub420 \uac83\uc774\ub2e4. \uc774\uac74 \ubb3c\ub9ac\ud559\uc774\ub2e4. \ubd88\uc548\uc815\ud55c feedback \uc2dc\uc2a4\ud15c\uc740 \ubc1c\uc0b0\ud558\ub294 \ubc29\ud5a5\uc73c\ub85c \ubc16\uc5d0\ub294 \uac08 \uc218 \uc5c6\uace0, \ud328\uad8c\uad6d\uac00\uc758 \uc9c0\uc704\ub97c \ub193\uace0 \ub2e4\ud22c\ub294 \uc911\uad6d\uc774 \uc788\ub294 &#8230; <a title=\"AI \uc5f4\ud48d\uc744 \uc8fc\ub3c4\ud558\ub294 \uc5d4\ube44\ub514\uc544, \uae08\uc735 \uc704\uae30\uc758 \ub3c4\ud654\uc120\uc774 \ub420 \uac83\uc778\uac00?\" class=\"read-more\" href=\"https:\/\/energysosik.com\/?p=21\" aria-label=\"Read more about AI \uc5f4\ud48d\uc744 \uc8fc\ub3c4\ud558\ub294 \uc5d4\ube44\ub514\uc544, \uae08\uc735 \uc704\uae30\uc758 \ub3c4\ud654\uc120\uc774 \ub420 \uac83\uc778\uac00?\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-21","post","type-post","status-publish","format-standard","hentry","category-youtube"],"_links":{"self":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts\/21","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21"}],"version-history":[{"count":4,"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts\/21\/revisions"}],"predecessor-version":[{"id":29,"href":"https:\/\/energysosik.com\/index.php?rest_route=\/wp\/v2\/posts\/21\/revisions\/29"}],"wp:attachment":[{"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/energysosik.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}