์ˆœ์‚ด ์นด๋“œ๋‰ด์Šค ยท 2026.03.06
AI $1,000์–ต
๐Ÿ’ฐ AI ๋ฐ˜๋„์ฒด
Broadcom
AI ๋งค์ถœ 2๋ฐฐ
$1,000์–ต ๋งค์ถœ ์‹œ์•ผ โ€” GPU๋งŒ AI๊ฐ€ ์•„๋‹ˆ๋‹ค โ€”
Soonsal Soonsal
๋ฌด์Šจ ์ผ์ด ์žˆ์—ˆ๋ƒ๋ฉด
BROADCOM Q1 ์‹ค์  ์„œํ”„๋ผ์ด์ฆˆ ๋งค์ถœยท์ด์ต ์ƒํšŒ +4.8% AI ๋งค์ถœ ์ „๋…„ ๋Œ€๋น„ 2๋ฐฐ ๊ธ‰์ฆ
Q1 ๋งค์ถœยท์ด์ต ๋ชจ๋‘ ์˜ˆ์ƒ ์ƒํšŒ
์žฅํ›„ ์ฃผ๊ฐ€ +4.8% ๊ธ‰๋“ฑ
Soonsal Soonsal
Nvidia์™€ ๋ญ๊ฐ€ ๋‹ค๋ฅด๋ƒ๋ฉด
NVIDIA ๋ฒ”์šฉ GPU ๊ธฐ์„ฑ๋ณต ๐Ÿฌ VS BROADCOM ๋งž์ถคํ˜• AI ์นฉ OpenAI Meta Anthropic ??? ๋งž์ถค์ •์žฅ ๐Ÿ‘”
Nvidia = ๋ฒ”์šฉ GPU
Broadcom = ๋งž์ถคํ˜• AI ์นฉ
Soonsal Soonsal
"AI ๋ฐ˜๋„์ฒด์˜ ์–‘๋ณต์ "
BROADCOM CUSTOM LAB OpenAI ๋งž์ถค์นฉ Meta ๋งž์ถค์นฉ AI ๋งค์ถœ 2๋ฐฐ โ†‘
๊ณ ๊ฐ ๋งž์ถค ์›Œํฌ๋กœ๋“œ ์ตœ์ ํ™” ์นฉ
OpenAIยทAnthropicยทMeta ๋“ฑ
Soonsal Soonsal
๋„คํŠธ์›Œํ‚น๋„ ํ•ต์‹ฌ
GPU = ๋‘๋‡Œ Jericho3 Tomahawk5 Network = ์‹ ๊ฒฝ๊ณ„ ๋‘˜ ๋‹ค ์—†์œผ๋ฉด AI๋Š” ์ž‘๋™ ๋ถˆ๋Šฅ
GPU๊ฐ€ ๋‘๋‡Œ๋ผ๋ฉด
๋„คํŠธ์›Œํฌ๋Š” ์‹ ๊ฒฝ๊ณ„
Soonsal Soonsal
$1,000์–ต์ด ๋ญ˜ ์˜๋ฏธํ•˜๋ƒ๋ฉด
ํ˜„์žฌ ~$500์–ต โ†’ ๊ฐ€์ด๋˜์Šค $1,000์–ต 2๋ฐฐ ์„ฑ์žฅ AI ์ธํ”„๋ผ ํˆฌ์ž = ์ผ์‹œ์  ์œ ํ–‰์ด ์•„๋‹Œ ๊ตฌ์กฐ์  ์ „ํ™˜
ํ˜„์žฌ $500์–ต โ†’ $1,000์–ต ๊ฐ€์ด๋˜์Šค
"๊ตฌ์กฐ์  ์ „ํ™˜" ์ž์‹ ๊ฐ
Soonsal Soonsal
๋ˆ์ด ๊ฒฐ๊ตญ ์–ด๋””๋กœ ๊ฐ€๋ƒ๋ฉด
Anthropic $300์–ต OpenAI $1,100์–ต Meta ยท Google 2์›” AI ํˆฌ์ž ํ•ฉ๊ณ„ $1,400์–ต+ โ†“ ๊ฒฐ๊ตญ ํ˜๋Ÿฌ๊ฐ€๋Š” ๊ณณ โ†“ BROADCOM ๋งž์ถค AI ์นฉ + ๋„คํŠธ์›Œํ‚น
AI ํˆฌ์ž $1,400์–ต+
๊ฒฐ๊ตญ ๋ฐ˜๋„์ฒด ํšŒ์‚ฌ๋กœ ํ˜๋Ÿฌ๊ฐ
Soonsal Soonsal
๋ฆฌ์Šคํฌ๋„ ์žˆ์Œ
! ํŠธ๋Ÿผํ”„ ํ–‰์ •๋ถ€ AI ์นฉ ์ˆ˜์ถœ ๊ทœ์ œ ์ค€๋น„ ์ค‘ ๊ธ€๋กœ๋ฒŒ ํŒ๋งค์— ๋ฏธ๊ตญ ์Šน์ธ ์š”๊ตฌ NVIDIA ์žฅ์ค‘ ๊ธ‰๋ฝ AVGO ์˜ํ–ฅ๊ถŒ
ํŠธ๋Ÿผํ”„, AI ์นฉ ๊ธ€๋กœ๋ฒŒ ํŒ๋งค์—
๋ฏธ๊ตญ ์Šน์ธ ์š”๊ตฌ ๊ทœ์ œ ์ค€๋น„ ์ค‘
Soonsal Soonsal
์ •๋ฆฌํ•˜๋ฉด
๋งž์ถคํ˜• AI ์นฉ OpenAIยทMetaยทAnthropic ๊ณต๊ธ‰ GPU ๋Œ€์ฒด๊ฐ€ ์•„๋‹Œ ๋ณด์™„์žฌ AI ๋„คํŠธ์›Œํ‚น Jericho3 ยท Tomahawk5 GPU ์—ฐ๊ฒฐํ•˜๋Š” ์‹ ๊ฒฝ๊ณ„ AI ๋งค์ถœ 2๋ฐฐ $1,000์–ต ๋งค์ถœ ๊ฐ€์ด๋˜์Šค ๊ตฌ์กฐ์  ์ „ํ™˜์˜ ์ˆ˜ํ˜œ ๋ฆฌ์Šคํฌ ํŠธ๋Ÿผํ”„ AI ์นฉ ์ˆ˜์ถœ ๊ทœ์ œ ๋ฐ˜๋„์ฒด ์„นํ„ฐ ์ „์ฒด ์˜ํ–ฅ GPU๋งŒ AI๊ฐ€ ์•„๋‹ˆ๋‹ค ๋งž์ถค ์นฉ + ๋„คํŠธ์›Œํ‚น = Broadcom์˜ ์–‘๋ฉด ์ „๋žต
GPU๋งŒ AI๊ฐ€ ์•„๋‹ˆ๋‹ค
๋งž์ถค ์นฉ + ๋„คํŠธ์›Œํ‚น์˜ ์–‘๋ฉด ์ „๋žต
Soonsal Soonsal
AI ์ธํ”„๋ผ ํˆฌ์ž
$1,400์–ต ์‹œ๋Œ€
๊ทธ ๋ˆ์ด ํ˜๋Ÿฌ๊ฐ€๋Š” ๊ณณ
Broadcom
Soonsal Soonsal