{"id":3215,"date":"2024-07-08T14:43:08","date_gmt":"2024-07-08T14:43:08","guid":{"rendered":"https:\/\/aifuturize.com\/?p=3215"},"modified":"2024-07-08T14:43:08","modified_gmt":"2024-07-08T14:43:08","slug":"hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet","status":"publish","type":"post","link":"https:\/\/aifuturize.com\/ko\/ai-news\/hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet\/","title":{"rendered":"\ud5e4\uc9c0\ud380\ub4dc, AI \ubca0\ud305 \ubd84\uc57c\uc5d0\uc11c Nvidia\uc5d0\uc11c Palantir, Super Micro\ub85c \uc804\ud658"},"content":{"rendered":"
\"\uc5d4\ube44\ub514\uc544\"<\/span><\/div>

\ud5e4\uc9c0\ud380\ub4dc \uc5b5\ub9cc\uc7a5\uc790\ub4e4, \uc5d4\ube44\ub514\uc544 \ubc84\ub9ac\uace0 AI \uc774\uc775 \uc704\ud574 \ud314\ub780\ud2f0\ub974\uc640 \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130 \uc218\uc6a9<\/h1>\n

AI \uce69 \uc2dc\uc7a5\uc5d0\uc11c \uc5d4\ube44\ub514\uc544\uc758 \uc9c0\ubc30\ub825\uc740 \ubd80\uc778\ud560 \uc218 \uc5c6\uc9c0\ub9cc, \uc77c\ubd80 \uc800\uba85\ud55c \ud5e4\uc9c0 \ud380\ub4dc \ub9e4\ub2c8\uc800\ub4e4\uc740 \uc5f0\ucd08 \ub300\ube44 \uc218\uc775\ub960\uc774 \uce58\uc19f\ub294 \ub2e4\ub978 AI \uc911\uc2ec \uc8fc\uc2dd\uc73c\ub85c \ucd08\uc810\uc744 \uc62e\uae30\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

<\/h2>\n

Nvidia\ub97c \ub118\uc5b4 AI \ud22c\uc790 \ub2e4\uac01\ud654<\/h2>\n

\uc720\uba85\ud55c \ud22c\uc790\uc790\uc778 Moore Capital Management\uc758 Louis Bacon\uacfc Millennium Management\uc758 Israel Englander\ub294 1\ubd84\uae30\uc5d0 Nvidia \ubcf4\uc720 \uc9c0\ubd84\uc744 \ud06c\uac8c \uc904\uc600\uc2b5\ub2c8\ub2e4. \ub300\uc2e0 \uadf8\ub4e4\uc740 \uc778\uc0c1\uc801\uc778 \uc8fc\uc2dd \uc131\uacfc\ub85c AI \ubb3c\uacb0\uc744 \ud0c0\uace0 \uc788\ub294 \ub450 \ud68c\uc0ac\uc778 Palantir Technologies\uc640 Super Micro Computer\uc5d0 \ub300\ud55c \uc9c0\ubd84\uc744 \ub298\ub838\uc2b5\ub2c8\ub2e4.<\/p>\n

Englander\uc758 \uac70\ub798\ub294 \ud2b9\ud788 \uc8fc\ubaa9\ud560 \ub9cc\ud569\ub2c8\ub2e4. Millennium Management\uac00 S&P 500\uc744 \ub2a5\uac00\ud558\ub294 \uc131\uacfc\ub97c \ub0b8 \uae30\ub85d\uacfc \uc5ed\uc0ac\uc0c1 \ucd5c\uace0 \uc131\uacfc\ub97c \ub0b4\ub294 \ud5e4\uc9c0 \ud380\ub4dc \uc911 \ud558\ub098\ub85c \uba85\uc131\uc744 \uc5bb\uc740 \uc810\uc744 \uace0\ub824\ud558\uba74\uc694.<\/p>\n

<\/h2>\n

Palantir Technologies: AI\uc5d0 \ub300\ud55c \uc57c\ub9dd\uc744 \uc9c0\ub2cc \ub370\uc774\ud130 \ubd84\uc11d \ucd5c\uac15\uc790<\/strong><\/h2>\n

Palantir\ub294 \ub370\uc774\ud130 \ubd84\uc11d\uc744 \uc804\ubb38\uc73c\ub85c \ud558\uba70 \uc815\ubd80 \ubc0f \uc0c1\uc5c5 \uace0\uac1d\uc774 \ub370\uc774\ud130\ub97c \ud1b5\ud569\ud558\uace0 AI \ubc0f \uae30\uacc4 \ud559\uc2b5 \ubaa8\ub378\uc744 \uac1c\ubc1c\ud558\uba70 \ud5a5\uc0c1\ub41c \uc758\uc0ac \uacb0\uc815\uc744 \uc704\ud55c \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc744 \ub9cc\ub4e4 \uc218 \uc788\ub3c4\ub85d \uc9c0\uc6d0\ud558\ub294 \uc18c\ud504\ud2b8\uc6e8\uc5b4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 \ucd5c\uadfc \uc790\uc0ac \uc81c\ud488\uc744 \ucd9c\uc2dc\ud588\ub2e4. \uc778\uacf5\uc9c0\ub2a5<\/a> \ud50c\ub7ab\ud3fc(AIP),<\/span> \ub300\uaddc\ubaa8 \uc5b8\uc5b4 \ubaa8\ub378\uacfc \uc0dd\uc131\uc801 AI\ub97c \uae30\uc874 \uc18c\ud504\ud2b8\uc6e8\uc5b4\uc5d0 \ud1b5\ud569\ud569\ub2c8\ub2e4.<\/p>\n

\uc77c\ubd80 \ubd84\uc11d\uac00\ub294 Palantir\uc758 \uae30\uc220\uc801 \uc6b0\uc218\uc131\uc744 \uce6d\ucc2c\ud558\ub294 \ubc18\uba74, \ub2e4\ub978 \ubd84\uc11d\uac00\ub294 \uc0dd\uc131 AI \ubd84\uc57c\uc5d0\uc11c\uc758 \ucc28\ubcc4\ud654\uc5d0 \ud68c\uc758\uc801\uc785\ub2c8\ub2e4. \ud68c\uc0ac\uc758 1\ubd84\uae30 \uc7ac\ubb34 \uacb0\uacfc\ub294 \uacac\uace0\ud55c \uace0\uac1d \uc131\uc7a5\uacfc \uae30\uc874 \uace0\uac1d\uc758 \uc9c0\ucd9c \uc99d\uac00\ub85c \uacac\uc870\ud588\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc5f0\uac04 \ub9e4\ucd9c \uc99d\uac00\uc728\uc774 \uc57d\uac04 \ub454\ud654\ub418\uba74\uc11c \uc8fc\uac00\uac00 \ud558\ub77d\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

<\/h2>\n

\uc288\ud37c\ub9c8\uc774\ud06c\ub85c\ucef4\ud4e8\ud130, AI \uc11c\ubc84 \uc2dc\uc7a5\uc744 \uc120\ub3c4\ud558\ub2e4<\/strong><\/h2>\n

Super Micro Computer\ub294 \uae30\uc5c5 \ubc0f \ud074\ub77c\uc6b0\ub4dc \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc704\ud55c \uace0\uc131\ub2a5 \ucef4\ud4e8\ud305 \ud50c\ub7ab\ud3fc\uc744 \uc124\uacc4\ud558\ub294 \ub370 \ud0c1\uc6d4\ud569\ub2c8\ub2e4. \uad11\ubc94\uc704\ud55c \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0\ub294 AI \ubc0f 5G \uc778\ud504\ub77c\uc5d0 \ucd5c\uc801\ud654\ub41c \uc11c\ubc84 \ubc0f \uc2a4\ud1a0\ub9ac\uc9c0 \uc2dc\uc2a4\ud15c\uc774 \ud3ec\ud568\ub418\uc5b4 \uc788\uc73c\uba70 \uc885\uc885 Nvidia GPU \ubc0f Intel CPU\ub97c \uac16\ucd94\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

AI \uc11c\ubc84 \uc2dc\uc7a5\uc5d0\uc11c Supermicro\uc758 \ub9ac\ub354\uc2ed\uc740 \uc2e0\uc18d\ud55c \ud504\ub85c\ud1a0\ud0c0\uc774\ud551\uacfc \ub9de\ucda4\ud654\ub97c \uac00\ub2a5\ud558\uac8c \ud558\ub294 \uc81c\uc870 \uc5ed\ub7c9\uacfc \ubaa8\ub4c8\uc2dd \uc81c\ud488 \uc124\uacc4\uc5d0\uc11c \ube44\ub86f\ub429\ub2c8\ub2e4. \ud68c\uc0ac\uc758 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uc911\uc2ec \uc811\uadfc \ubc29\uc2dd\uc744 \ud1b5\ud574 \ucd5c\uc2e0 \uae30\uc220\uc744 \uc81c\ud488\uc5d0 \uc2e0\uc18d\ud558\uac8c \ud1b5\ud569\ud560 \uc218 \uc788\uc73c\uba70 \uc885\uc885 \uacbd\uc7c1\uc0ac\ub97c \uc81c\uce58\uace0 \uc2dc\uc7a5\uc5d0 \uc9c4\ucd9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

AI \ud558\ub4dc\uc6e8\uc5b4\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc288\ud37c\ub9c8\uc774\ud06c\ub85c\uc758 \uc2dc\uc7a5 \uc810\uc720\uc728\ub3c4 \ud06c\uac8c \ub298\uc5b4\ub0a0 \uac83\uc73c\ub85c \uc608\uc0c1\ub41c\ub2e4. \uc6d4\uc2a4\ud2b8\ub9ac\ud2b8 \ubd84\uc11d\uac00\ub4e4\uc740 \ud5a5\ud6c4 \uba87 \ub144 \ub3d9\uc548 \ud68c\uc0ac\uc758 \uac15\ub825\ud55c \uc218\uc775 \uc131\uc7a5\uc744 \uc608\uce21\ud558\uc5ec \ud604\uc7ac \uac00\uce58\uac00 Palantir\uc5d0 \ube44\ud574 \ud569\ub9ac\uc801\uc73c\ub85c \ubcf4\uc785\ub2c8\ub2e4.<\/p>\n

<\/h2>\n

AI \ud658\uacbd\uc758 \ub2e4\uc591\ud654<\/strong><\/h2>\n

\ud5e4\uc9c0\ud380\ub4dc \uc5b5\ub9cc\uc7a5\uc790\ub4e4\uc758 \ud22c\uc790 \uc804\ub7b5 \ubcc0\ud654\ub294 \uc9c4\ud654\ud558\ub294 AI \ud658\uacbd\uc744 \uac15\uc870\ud569\ub2c8\ub2e4. Nvidia\uac00 \ud575\uc2ec \ud50c\ub808\uc774\uc5b4\ub85c \ub0a8\uc544 \uc788\ub294 \ub3d9\uc548 Palantir\uc640 Super Micro Computer\ub294 AI \ubd90\uc5d0 \ub178\ucd9c\ud558\ub824\ub294 \ud22c\uc790\uc790\ub4e4\uc5d0\uac8c \ub300\uc548\uc801\uc778 \uae38\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ubaa8\ub4e0 \ud22c\uc790\uc640 \ub9c8\ucc2c\uac00\uc9c0\ub85c \ud2b9\ud788 Palantir\uc758 \ub192\uc740 \uac00\uce58\ub97c \uace0\ub824\ud560 \ub54c \uc8fc\uc758\uac00 \ud544\uc694\ud569\ub2c8\ub2e4.<\/p>\n<\/div>

\ub2e4\ub978 AI \ub274\uc2a4\uc640 \uae30\uc220 \uc774\ubca4\ud2b8\ub3c4 \ubc14\ub85c \ud655\uc778\ud574\ubcf4\uc138\uc694 \uc5ec\uae30 AIfuturize\uc5d0\uc11c<\/a>!<\/p>\n

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