10배 오를 AI 주식 여기 다 있습니다 (한동대학교 김학주 교수)

언더스탠딩 : 세상의 모든 지식 December 19, 2025
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언더스탠딩 : 세상의 모든 지식

@understanding.

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📣 사람을 찾습니다 🙋 언더스탠딩과 함께 일할 분을 찾습니다! 직무: 영상제작PD, 기자, 인사담당자, 마케팅담당자 지원 접수: 이메일 접수 [email protected] 제출 서류: 이력서, 포트폴리오 접수 기간: 상시채용 라이브는 삼프로TV에서, 클립영상은 언더스탠딩에서! 매일 저녁 7시~9시 문의 : [email protected]

Video Description

[AI가 영상을 요약한 내용입니다] 💡 내용 요약 내년 AI 판을 어떻게 봐야 할까. 엔비디아가 지금은 ‘대장’처럼 보이지만, 핵심은 “학습”이 아니라 “추론”으로 무게가 옮겨갈 때 돈이 어디로 붙느냐를 보는 거다. 추론이 커지면 계산을 더 자주, 더 신중하게 돌려야 하니까 반도체 수요는 오히려 더 남아 있고, 그다음은 칩만이 아니라 연결망, 스토리지, 모듈형 데이터센터 같은 인프라가 같이 따라 붙는다. 그런데 이 흐름이 매끈하지만은 않은 게, 데이터센터를 짓는 주체가 빅테크만이 아니라 차입이 필요한 곳들로 넓어지면서 전력·규제·자금조달이 병목이 되고, 이런 게 ‘거품론’을 다시 키울 수 있다는 얘기도 나온다. 과잉저축 때문에 금리가 조금만 흔들려도 유동성 변동폭이 커지고, 엔캐리 축소 같은 변수는 금융 경색으로 번질 수 있으니 금리 흐름을 가볍게 보면 안 된다. 또 서민이 체감하는 인플레는 의료·교육 같은 비자동화 서비스에서 더 세게 오는데, 결국 AI가 그 영역의 비용 구조를 건드려줘야 인플레도 잡힌다는 논리로 이어진다. 다음 단계는 로봇인데, 휴머노이드는 양산이 어렵고 당장은 공장 자동화 로봇과 그 부품들이 먼저 규모의 경제를 타면서 실적이 나올 수 있다는 쪽에 무게를 둔다. 여기에 미·중 갈등과 희토류가 얽히면서 해저 로봇·특수합금 같은 ‘사람이 못 가는 현장’ 기술이 중요해지고, 다크팩토리가 늘면 통신을 받쳐줄 위성까지 같이 보게 된다. 마지막으로 양자컴퓨터는 아직 멀었다 해도, AI가 오류를 미리 잡아주면서 일부 영역에서 신약·국방처럼 “짧은 시간에 최적 조합을 찾아야 하는 계산”에선 게임체인저가 될 수 있다. 📌 핵심 주제 - AI 경쟁의 초점 이동: 학습에서 추론으로 - AI 인프라가 만든 새로운 병목과 거품 논쟁 - 과잉 유동성과 금리 변수의 위험성 - AI·로봇·위성으로 이어지는 산업 확장 - AI와 양자컴퓨터의 장기적 결합 가능성 👉언더스탠딩 문의: [email protected] 👉글로 읽는 "언더스탠딩 텍스트". https://contents.premium.naver.com/backbriefing/news 👉언더스탠딩 멤버십 가입 https://www.youtube.com/channel/UCIUni4ScRp4mqPXsxy62L5w/join

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