{"id":1614,"date":"2025-07-31T15:44:39","date_gmt":"2025-07-31T15:44:39","guid":{"rendered":"https:\/\/www.vistashares.com\/?p=1614"},"modified":"2026-11-13T00:26:51","modified_gmt":"2026-11-13T00:26:51","slug":"the-ai-supercycle-report-ai-infrastructure-funding-vs-exits-and-hardware-growth","status":"publish","type":"post","link":"https:\/\/www.vistashares.com\/ko\/the-ai-supercycle-report-ai-infrastructure-funding-vs-exits-and-hardware-growth\/","title":{"rendered":"The AI Supercycle\u2122 Report: AI \uc778\ud504\ub77c, \uc790\uae08 \uc870\ub2ec \ub300 \uc5d1\uc2dc\ud2b8, \ud558\ub4dc\uc6e8\uc5b4 \uc131\uc7a5"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>\ud575\uc2ec \uc694\uc810:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI \uc778\ud504\ub77c \uac00\uc18d\ud654:<\/strong> \ud39c\uc2e4\ubca0\uc774\ub2c8\uc544\uc8fc\ub294 Google, Intel, Amazon\uc758 600\uc5b5 \ub2ec\ub7ec\uac00 \ub118\ub294 AI \ud22c\uc790\uc5d0 \ud798\uc785\uc5b4 \ube60\ub974\uac8c \ub370\uc774\ud130\uc13c\ud130\uc758 \uc2e4\ub9ac\ucf58\ubc38\ub9ac\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc73c\uba70, \uc774\ub294 \uc720\ub9ac\ud55c \uc5d0\ub108\uc9c0 \uacbd\uc81c\uc131\uacfc \uc815\uce58\uc801 \ubaa8\uba58\ud140\uc5d0 \uc758\ud574 \ucd09\uc9c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud22c\uc790 \uc720\uce58\uc640 \uc5d1\uc2dc\ud2b8\uc758 \uad34\ub9ac:<\/strong> 2025\ub144 1\ubd84\uae30\uc5d0 1,043\uc5b5 \ub2ec\ub7ec\ub97c \uc870\ub2ec\ud588\uc74c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0, \ub300\ubd80\ubd84\uc758 AI \uc2a4\ud0c0\ud2b8\uc5c5\uc740 \uc18c\uaddc\ubaa8 \uc778\uc218\ub97c \ud1b5\ud574 \uc5d1\uc2dc\ud2b8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ud30c\uc6b4\ub370\uc774\uc158 \ubaa8\ub378\uacfc \uae30\uc5c5\uc6a9 \ub3c4\uad6c\uc5d0 \uc790\ubcf8\uc774 \uc3df\uc544\uc838 \ub4e4\uc5b4\uc624\uace0 \uc788\uc74c\uc5d0\ub3c4 \uc720\ub3d9\uc131\uc740 \ub4a4\ucc98\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\ud558\ub4dc\uc6e8\uc5b4\uc758 \uc911\uc694\uc131:<\/strong> Arm Holdings\uc758 \ub370\uc774\ud130\uc13c\ud130 \uace0\uac1d 14\ubc30 \uc99d\uac00\ubd80\ud130 \uba54\ubaa8\ub9ac \uce69 \ud310\ub9e4\uc5d0 \ub530\ub978 SK\ud558\uc774\ub2c9\uc2a4\uc758 \uae30\ub85d\uc801\uc778 \uc774\uc775\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0, \uc778\ud504\ub77c \uacf5\uae09\uc5c5\uccb4\ub4e4\uc774 AI \ubd90\uc758 \uac00\uc7a5 \ud070 \uc218\ud61c\uc790 \uc911 \uc77c\ubd80\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae08\uc8fc\uc758 \uc778\uc6a9\uad6c:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201cAI\ub294 \ubd84\uba85\ud788 \ub9ce\uc740 \uc77c\uc790\ub9ac\ub97c \ubcc0\ud654\uc2dc\ud0a4\uace0, \uc77c\ubd80 \uc77c\uc790\ub9ac\ub97c \uc644\uc804\ud788 \uc5c6\uc560\uba70, \uc0c8\ub85c\uc6b4 \uc77c\uc790\ub9ac\ub97c \ub2e4\uc218 \ub9cc\ub4e4\uc5b4\ub0bc \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \uae30\uc220\uc5d0\uc11c \uc77c\uc5b4\ub098\ub294 \uc77c\uc774\uba70, \uc2e4\uc81c\ub85c \uae30\uc220 \uc8fc\ub3c4\uc758 \uc77c\uc790\ub9ac \ubcc0\ud654\uc758 \uc5ed\uc0ac\ub97c \ubcf4\uba74 \uc774\ub294 \uc624\ub7ab\ub3d9\uc548 \uc77c\uc5b4\ub098 \uc628 \uc77c\uc785\ub2c8\ub2e4. \uadf8\ub9ac\uace0 \uc774\ubc88\uc5d0 \ub2e4\ub978 \uc810\uc740 \uadf8\uac83\uc774 \uc77c\uc5b4\ub0a0 \uac83\uc73c\ub85c \ubcf4\uc774\ub294 \uc18d\ub3c4\ubfd0\uc785\ub2c8\ub2e4.\u201d<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2014 \uc0d8 \uc62c\ud2b8\uba3c, OpenAI \ucd5c\uace0\uacbd\uc601\uc790(CEO) <a id=\"_msocom_1\"><\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Top 5: \ud5e4\ub4dc\ub77c\uc778 \uc18d AI<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\ub294 \ube60\ub974\uac8c \uc6c0\uc9c1\uc774\uace0 \uc788\uc73c\uba70, \ud22c\uc790 \uae30\ud68c \uc5ed\uc2dc \ub9c8\ucc2c\uac00\uc9c0\uc785\ub2c8\ub2e4. AI Supercycle\u2122 \ub9ac\ud3ec\ud2b8\ub294 \uacf5\uae09\ub9dd \uc804\uccb4\ub97c \ud3ec\ucc29\ud558\ub294 \ub370 \uad00\uc2ec\uc774 \uc788\ub294 AI \ud22c\uc790\uc790\uac00 \uc54c\uc544\uc57c \ud560 \ucd5c\uadfc \uc8fc\uc694 \ub3d9\ud5a5\uc744 \uc870\uba85\ud569\ub2c8\ub2e4. \ubcf8 \ub9ac\ud3ec\ud2b8\uc5d0\ub294 \ub610\ud55c \uc774\ub7ec\ud55c \ucd94\uc138\ub97c \ud65c\uc6a9\ud560 \uc218 \uc788\ub294 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\ub294 \uae30\uc5c5\uc758 \uc0ac\ub840\uc640 \ud568\uaed8 '\uae08\uc8fc\uc758 \ucc28\ud2b8'\ub3c4 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. IBD: AI \ub370\uc774\ud130\uc13c\ud130 \uac15\uad6d\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 \ubbf8\uad6d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc911\uc694\ud55c \uc774\uc720:<\/strong> \ud39c\uc2e4\ubca0\uc774\ub2c8\uc544\uc8fc\ub294 \ud2b8\ub7fc\ud504 \ub300\ud1b5\ub839\uc758 \uc815\ucc45\uacfc \uc8fc\uc758 \uc5d0\ub108\uc9c0 \uc774\uc810\uc5d0 \ud798\uc785\uc5b4 Intel(280\uc5b5 \ub2ec\ub7ec), Amazon(78\uc5b5 \ub2ec\ub7ec), Google(250\uc5b5 \ub2ec\ub7ec) \ub4f1 \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 \ub300\uaddc\ubaa8 \ud22c\uc790\ub85c \uc8fc\uc694 AI \ud5c8\ube0c\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ud22c\uc790 \uc720\uc785\uc740 \ud39c\uc2e4\ubca0\uc774\ub2c8\uc544\uc8fc\ub97c \ub370\uc774\ud130\uc13c\ud130 \uac15\uc790\ub85c \ubcc0\ubaa8\uc2dc\ud0a4\uace0 \uc788\uc73c\uba70, \uc77c\uc790\ub9ac \ucc3d\ucd9c\uc744 \uacac\uc778\ud558\uace0 \ud39c\uc2e4\ubca0\uc774\ub2c8\uc544\uc8fc\ub97c AI \uc778\ud504\ub77c \ud658\uacbd\uc5d0\uc11c \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud558\ub294 \uc9c0\uc5ed\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud558\uac8c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc8fc\uc694 \uc778\uc6a9\ubb38:<\/strong> <em>\u201c\ucc9c\uc5f0\uac00\uc2a4\uac00 \ud48d\ubd80\ud55c \ud39c\uc2e4\ubca0\uc774\ub2c8\uc544\uc8fc\uc5d0 \ub300\ud55c AI \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790\ub294 \uc560\ub110\ub9ac\uc2a4\ud2b8\ub4e4\uacfc AI \uc5c5\uacc4\uac00 \uc7a0\uc7ac\uc801\uc778 \uc6d0\uc790\ub825 \ubc1c\uc804\uc18c \ub610\ub294 \uc804\ub825\ub9dd \uc5f0\uacc4\ub85c \uac00\ub294 \uacf5\ubc31\uc744 \uba54\uc6b8 \uac00\uc7a5 \uc801\ud569\ud55c \uc5f0\ub8cc\ub85c \ucc9c\uc5f0\uac00\uc2a4\ub97c \ubcf4\uae30 \uc2dc\uc791\ud55c \uac00\uc6b4\ub370 \uc774\ub8e8\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u201d<\/em><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. CNBC: AI \uc2a4\ud0c0\ud2b8\uc5c5, \uc0c1\ubc18\uae30\uc5d0 1,040\uc5b5 \ub2ec\ub7ec \uc870\ub2ec\ud588\uc73c\ub098 \uc5d1\uc2dc\ud2b8\ub294 \ub2e4\ub978 \uc591\uc0c1<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc911\uc694\ud55c \uc774\uc720:<\/strong> AI \uc2a4\ud0c0\ud2b8\uc5c5\uc740 OpenAI\uc640 Anthropic \uac19\uc740 \uae30\uc5c5\uc5d0 \ub300\ud55c \ub300\uaddc\ubaa8 \uc790\uae08 \uc870\ub2ec \ub77c\uc6b4\ub4dc\uc5d0 \ud798\uc785\uc5b4 2025\ub144 \uc0c1\ubc18\uae30 \ubbf8\uad6d\uc5d0\uc11c 1,043\uc5b5 \ub2ec\ub7ec\ub97c \uc870\ub2ec\ud558\uc5ec 2024\ub144 \uc804\uccb4 \ucd1d\uc561\uc5d0 \uc721\ubc15\ud588\uc2b5\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 \uc5d1\uc2dc\ud2b8\ub294 \uace0\uac00\uce58 IPO\uac00 \uc544\ub2cc \uc18c\uaddc\ubaa8 \ubcfc\ud2b8\uc628(bolt-on) \uc778\uc218\uc600\uc2b5\ub2c8\ub2e4. \ubbf8\uad6d \ubca4\ucc98\uce90\ud53c\ud138 \ud22c\uc790\uc758 \uac70\uc758 3\ubd84\uc758 2\ub97c \ucc28\uc9c0\ud55c \uc774\ub7ec\ud55c \uc790\uae08 \uc870\ub2ec \uae09\uc99d\uc740 \ubd80\uc9c4\ud55c \uc5d1\uc2dc\ud2b8 \uc2dc\uc7a5\uacfc \ub300\uc870\ub97c \uc774\ub8e8\uba70, \ud22c\uc790\uc640 \uc720\ub3d9\uc131 \uac04\uc758 \uad34\ub9ac\ub97c \ubd80\uac01\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc8fc\uc694 \uc778\uc6a9\ubb38:<\/strong> <em>\u201c\ud604\uc7ac \uc9c0\ubc30\uc801\uc778 \uc5d1\uc2dc\ud2b8 \ucd94\uc138\ub294 \ube48\ubc88\ud558\uc9c0\ub9cc \uac00\uce58\uac00 \ub0ae\uc740 \uc778\uc218\uc640, \uc218\ub294 \uc801\uc9c0\ub9cc \uac00\uce58\uac00 \ud6e8\uc52c \ub192\uc740 IPO\uc785\ub2c8\ub2e4.\u201d<\/em><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. CNBC: Google, \ubbf8\uad6d \ucd5c\ub300 \uc804\ub825\ub9dd \uc804\uc5ed\uc758 \ub370\uc774\ud130\uc13c\ud130 \ubc0f AI \uc778\ud504\ub77c\uc5d0 250\uc5b5 \ub2ec\ub7ec \ud22c\uc790 \uc608\uc815 <\/strong><a id=\"_msocom_1\"><\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc911\uc694\ud55c \uc774\uc720:<\/strong> Alphabet \uc0b0\ud558 Google\uc740 \uc9c0\uc5ed \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ub300\uaddc\ubaa8\ub85c \ud22c\uc790\ud558\uba70 AI \ucd94\uc9c4\uc5d0 \uc18d\ub3c4\ub97c \ub0b4\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ubc88 \ud22c\uc790\ub294 \uc99d\uac00\ud558\ub294 \uae30\uc5c5 \uc218\uc694\ub97c \ubc18\uc601\ud558\uba70, AI \uc778\ud504\ub77c \uc6a9\ub7c9\uc744 \uc7a5\uc545\ud558\uae30 \uc704\ud55c \uacbd\uc7c1\uc744 \uc2ec\ud654\uc2dc\ud0b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc8fc\uc694 \uc778\uc6a9\ubb38:<\/strong> <em>\u201cGoogle\uc740 \ub610\ud55c \ud574\ub2f9 \uc9c0\uc5ed\uc758 \ub370\uc774\ud130\uc13c\ud130\uc640 AI\ub85c \uc778\ud574 \uc99d\uac00\ud558\ub294 \uc804\ub825 \uc218\uc694 \ucda9\uc871\uc744 \ub3d5\uae30 \uc704\ud574 \ud39c\uc2e4\ubca0\uc774\ub2c8\uc544\uc8fc\uc758 \uc218\ub825\ubc1c\uc804\uc18c \ub450 \uacf3\uc744 \ud604\ub300\ud654\ud558\ub294 \ub370 30\uc5b5 \ub2ec\ub7ec\ub97c \uc9c0\ucd9c\ud560 \uc608\uc815\uc785\ub2c8\ub2e4.\u201d<\/em><\/li>\n\n\n\n<li><strong>\uc885\ubaa9 \uc775\uc2a4\ud3ec\uc800:<\/strong> <a href=\"https:\/\/www.vistashares.com\/ko\/etf\/ais\/\" target=\"_blank\" rel=\"noopener\" title=\"\">AIS<\/a> \uad6c\uae00\uc774 \ud655\uc7a5\ud558\uace0 \uc788\ub294 \uac83\uacfc \uac19\uc740 \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ub370\uc774\ud130\uc13c\ud130\uc5d0 \uc0ac\uc6a9\ub418\ub294 AI \uce69 \ubc0f \uba54\ubaa8\ub9ac\uc758 \uc8fc\uc694 \uacf5\uae09\uc5c5\uccb4\uc778 Advanced Micro Devices(AMD)\uc640 Micron Technology(MU)\ub97c \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. \ub85c\uc774\ud130: Arm, 2021\ub144 \uc774\ud6c4 \ub370\uc774\ud130\uc13c\ud130 \uace0\uac1d \uae30\ubc18 14\ubc30 \uc131\uc7a5<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc911\uc694\ud55c \uc774\uc720:<\/strong> Arm Holdings(ARM)\ub294 2021\ub144 \uc774\ud6c4 \ub370\uc774\ud130\uc13c\ud130 \uace0\uac1d\uc774 14\ubc30 \uc99d\uac00\ud558\uc5ec 70,000\uacf3\uc73c\ub85c \ub298\uc5c8\ub2e4\uace0 \ubcf4\uace0\ud588\uc73c\uba70, \uc774\ub7ec\ud55c \uc131\uc7a5\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc740 \ub974\ub124 \ud558\uc2a4(Rene Haas) CEO\uc758 \ub9ac\ub354\uc2ed \uc544\ub798 \uc0dd\uc131\ud615 AI \ucef4\ud4e8\ud305 \uc218\uc694\uac00 \uae09\uc99d\ud55c \ub370 \ub530\ub978 \uac83\uc785\ub2c8\ub2e4. \uc774 \ud68c\uc0ac\ub294 \ub610\ud55c PC \uc2dc\uc7a5\uc73c\ub85c \uc0ac\uc5c5\uc744 \ud655\uc7a5\ud558\uace0 \uc788\uc73c\uba70, \uc790\uc0ac \uce69\uc744 \uc0ac\uc6a9\ud558\ub294 \uc2a4\ud0c0\ud2b8\uc5c5 \uc218\uac00 12\ubc30 \uae09\uc99d\ud55c \ub370 \ub530\ub978 \ud61c\ud0dd\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc8fc\uc694 \uc778\uc6a9\ubb38:<\/strong><em> \u201cArm\uc740 \uc0dd\uc131\ud615 \uc778\uacf5\uc9c0\ub2a5 \ucef4\ud4e8\ud305\uc744 \ub458\ub7ec\uc2fc \uc5f4\ud48d\uc758 \ud61c\ud0dd\uc744 \ubc1b\uc544 \uc654\uc73c\uba70, \ub370\uc774\ud130\uc13c\ud130 \uc131\uc7a5\uc758 \uc0c1\ub2f9 \ubd80\ubd84\uc774 AI\uc5d0 \uae30\uc778\ud55c\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.\u201d<\/em><\/li>\n\n\n\n<li><strong>\uc885\ubaa9 \uc775\uc2a4\ud3ec\uc800:<\/strong> <a href=\"https:\/\/www.vistashares.com\/ko\/etf\/ais\/\" target=\"_blank\" rel=\"noopener\" title=\"\">AIS<\/a> \ud655\ub300\ub418\uace0 \uc788\ub294 AI \ucd5c\uc801\ud654 \ud504\ub85c\uc138\uc11c \uc2dc\uc7a5\uc5d0\uc11c \uc810\uc720\uc728\uc744 \ub192\uc77c \uc218 \uc788\ub294 \uc704\uce58\uc5d0 \uc788\ub294 ARM\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5. CNBC: SK\ud558\uc774\ub2c9\uc2a4, AI \ubd90\uc5d0 \ud798\uc785\uc5b4 \uc0ac\uc0c1 \ucd5c\ub300 \uc2e4\uc801 \uae30\ub85d<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc911\uc694\ud55c \uc774\uc720:<\/strong> AI \uce69\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uace0\ub300\uc5ed\ud3ed \uba54\ubaa8\ub9ac(HBM)\uc758 \uc120\ub450 \uacf5\uae09\uc5c5\uccb4\uc778 SK\ud558\uc774\ub2c9\uc2a4\ub294 AI \uc778\ud504\ub77c \uc218\uc694\uac00 \uae09\uc99d\ud558\uba74\uc11c \uc0ac\uc0c1 \ucd5c\ub300 \uc774\uc775\uc744 \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4. \uba54\ubaa8\ub9ac\ub294 AI \ud655\uc7a5\uc131\uc5d0\uc11c \ud575\uc2ec\uc801\uc774\uc9c0\ub9cc \ud754\ud788 \uac04\uacfc\ub418\ub294 \uad6c\uc131 \uc694\uc18c\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n<li><strong>\uc8fc\uc694 \uc778\uc6a9\ubb38:<\/strong> <em>\u201cSK\ud558\uc774\ub2c9\uc2a4\ub294 HBM \ubd84\uc57c\uc758 \uae00\ub85c\ubc8c \uc120\ub450 \uae30\uc5c5\uc73c\ub85c \uc790\ub9ac\ub9e4\uae40\ud588\uc73c\uba70, \ubbf8\uad6d AI \uc5c5\uacc4\uc758 \ucd1d\uc544\uc778 \uc5d4\ube44\ub514\uc544 \ub4f1\uc758 \uace0\uac1d\uc0ac\uc5d0 \uacf5\uae09\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\u201d<\/em><\/li>\n\n\n\n<li><strong>\uc885\ubaa9 \uc775\uc2a4\ud3ec\uc800:<\/strong> <a href=\"https:\/\/www.vistashares.com\/ko\/etf\/ais\/\" target=\"_blank\" rel=\"noopener\" title=\"\">AIS<\/a> AI \ubaa8\ub378 \ud559\uc2b5 \ubc0f \ucd94\ub860 \uc6cc\ud06c\ub85c\ub4dc\uc5d0 \ud544\uc218\uc801\uc778 \uba54\ubaa8\ub9ac\uc640 \uc2a4\ud1a0\ub9ac\uc9c0 \ubd84\uc57c\uc758 \uc120\ub3c4 \uae30\uc5c5\uc778 SK\ud558\uc774\ub2c9\uc2a4(000660 KS)\uc640 Western Digital(WDC)\uc744 \ud3ec\ud568\ud569\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae08\uc8fc\uc758 \ucc28\ud2b8: \ub370\uc774\ud130\uc13c\ud130 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub7c9<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"668\" height=\"663\" src=\"https:\/\/www.vistashares.com\/wp-content\/uploads\/2025\/07\/AI-Newletter.png\" alt=\"\" class=\"wp-image-1615\" srcset=\"https:\/\/www.vistashares.com\/wp-content\/uploads\/2025\/07\/AI-Newletter.png 668w, https:\/\/www.vistashares.com\/wp-content\/uploads\/2025\/07\/AI-Newletter-300x298.png 300w, https:\/\/www.vistashares.com\/wp-content\/uploads\/2025\/07\/AI-Newletter-150x150.png 150w\" sizes=\"auto, (max-width: 668px) 100vw, 668px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ub9c8\ubb34\ub9ac \uc778\uc0ac\uc774\ud2b8<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI \uc778\ud504\ub77c\ub294 \ub354 \uc774\uc0c1 \ub2e8\uc21c\ud788 \ubc30\ud6c4\uc5d0\uc11c \ub4b7\ubc1b\uce68\ud558\ub294 \uc5ed\ud560\uc5d0 \uadf8\uce58\uc9c0 \uc54a\uace0, \uae00\ub85c\ubc8c \ud22c\uc790 \uc804\ub7b5\uc758 \ucd5c\uc804\uc120\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \uc0ac\uc0c1 \ucd5c\ub300 \uaddc\ubaa8\uc758 \uc790\ubcf8 \uc870\ub2ec\ubd80\ud130 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 \ub370\uc774\ud130\uc13c\ud130 \uad6c\ucd95\uc5d0 \uc774\ub974\uae30\uae4c\uc9c0, AI \ub3c4\uc785\uc758 \uaddc\ubaa8\uc640 \uae34\ubc15\uc131\uc774 \uac00\uc18d\ud654\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \uc774\ub7ec\ud55c \ubaa8\uba58\ud140\uc774 \uace0\ub974\uac8c \ubd84\ud3ec\ub418\uc5b4 \uc788\ub294 \uac83\uc740 \uc544\ub2d9\ub2c8\ub2e4. \ube44\uc0c1\uc7a5 \uc2dc\uc7a5\uc774 \uc131\uc7a5\uc744 \uc887\ub294 \ub3d9\uc548, \uc0c1\uc7a5 \uc2dc\uc7a5\uc740 \uce69, \uba54\ubaa8\ub9ac, \ub0c9\uac01, \ucef4\ud4e8\ud305 \ub4f1 \uadfc\uac04\uc744 \uacf5\uae09\ud558\ub294 \uae30\uc5c5\ub4e4\uc5d0 \ubcf4\uc0c1\uc744 \uc8fc\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uad6c\uae00, Arm, SK\ud558\uc774\ub2c9\uc2a4\uc640 \uac19\uc740 \uae30\uc5c5\ub4e4\uc774 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \ud22c\uc790\ub97c \ud55c\uce35 \uac15\ud654\ud568\uc5d0 \ub530\ub77c, \ud22c\uc790\uc790\ub4e4\uc740 \uae30\uc220\uc801\u00b7\uc9c0\uc815\ud559\uc801 \uce21\uba74 \ubaa8\ub450\uc5d0\uc11c \ud655\uc7a5\uc131, \ud6a8\uc728\uc131 \ubc0f \ud798\uc758 \uc5ed\ud559 \uad00\uacc4\uc5d0 \uc810\uc810 \ub354 \uc8fc\ubaa9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. VistaShares\ub294 AI Supercycle\u2122\uc774 \ubc11\ubc14\ub2e5\ubd80\ud130 \uad6c\ucd95\ub418\uace0 \uc788\uc73c\uba70, \ubc18\ub3c4\uccb4\uc5d0\uc11c \uc11c\ubc84, \uc2a4\ud1a0\ub9ac\uc9c0\uc5d0 \uc774\ub974\ub294 AI \uacf5\uae09\ub9dd \uc804\uccb4\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc775\uc2a4\ud3ec\uc800\uac00 \ud544\uc218\uc801\uc774\ub77c\uace0 \ubbff\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The <a href=\"https:\/\/www.vistashares.com\/ko\/etf\/ais\/\" target=\"_blank\" rel=\"noopener\" title=\"\">VistaShares Artificial Intelligence Supercycle ETF\u2122 (AIS) <\/a>AI \ud601\uba85\uc744 \uc774\ub044\ub294 \uc0dd\ud0dc\uacc4\uc5d0 \ub300\ud55c Pure Exposure\u2122\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uba54\ubaa8\ub9ac \uc6a9\ub7c9, \uc804\ub825 \ucd5c\uc801\ud654, \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ubc30\ud3ec \uc911 \ubb34\uc5c7\uc774\ub4e0, AIS\ub294 AI\uac00 \uc5f0\uad6c\uc2e4\uc5d0\uc11c \uc77c\uc0c1\uc0dd\ud65c\ub85c \ud655\uc7a5\ub420 \uc218 \uc788\ub3c4\ub85d \ud558\ub294 \uc778\ud504\ub77c \uacc4\uce35\uc744 \ud3ec\ucc29\ud558\ub3c4\ub85d \uc124\uacc4\ub418\uc5c8\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\ud22c\uc790\uc790\ub294 \ud22c\uc790\ud558\uae30 \uc804\uc5d0 \ud22c\uc790 \ubaa9\ud45c, \uc704\ud5d8, \uc218\uc218\ub8cc \ubc0f \ube44\uc6a9\uc744 \uc2e0\uc911\ud558\uac8c \uac80\ud1a0\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uc815\ubcf4 \ubc0f \ud380\ub4dc\uc5d0 \uad00\ud55c \uae30\ud0c0 \uc815\ubcf4\uac00 \ud3ec\ud568\ub41c \ud22c\uc790\uc124\uba85\uc11c \ub610\ub294 \uac04\uc774\ud22c\uc790\uc124\uba85\uc11c\uac00 \ud544\uc694\ud558\uc2e0 \uacbd\uc6b0 (844) 875-2288\ub85c \uc804\ud654\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4. \ud22c\uc790\ud558\uae30 \uc804\uc5d0 \ud22c\uc790\uc124\uba85\uc11c \ub610\ub294 \uac04\uc774\ud22c\uc790\uc124\uba85\uc11c\ub97c \uc8fc\uc758 \uae4a\uac8c \uc77d\uc73c\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.<\/strong><br><br>\ud22c\uc790\uc5d0\ub294 \uc6d0\uae08 \uc190\uc2e4 \uac00\ub2a5\uc131\uc744 \ud3ec\ud568\ud55c \uc704\ud5d8\uc774 \uc218\ubc18\ub429\ub2c8\ub2e4<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">VistaShares Artificial Intelligence Supercycle ETF (AIS)\uc758 \uc0c1\uc704 \ubcf4\uc720 \uc885\ubaa9 &amp; \ud380\ub4dc \uc138\ubd80 \uc815\ubcf4\ub294 \ub2e4\uc74c\uc744 \ubc29\ubb38\ud558\uc2ed\uc2dc\uc624:&nbsp;<a href=\"https:\/\/www.vistashares.com\/ko\/etf\/ais\/#holding\">https:\/\/www.vistashares.com\/etf\/ais\/#holding<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc778\uacf5\uc9c0\ub2a5 \uc704\ud5d8.<\/strong>&nbsp;\uc778\uacf5\uc9c0\ub2a5 \ubd84\uc57c\uc5d0 \uc885\uc0ac\ud558\ub294 \ubc1c\ud589\ud68c\uc0ac\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc5f0\uad6c\ube44 \ubc0f \uc790\ubcf8\uc801 \uc9c0\ucd9c\uc774 \ub192\uc73c\uba70, \uadf8 \uacb0\uacfc \uc218\uc775\uc131\uc774 \ud06c\uac8c \ub2ec\ub77c\uc9c8 \uc218 \uc788\uace0 \uc544\uc608 \uc218\uc775\uc744 \ub0b4\uc9c0 \ubabb\ud560 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub4e4\uc774 \uc885\uc0ac\ud558\ub294 \ubd84\uc57c\ub294 \uacbd\uc7c1\uc774 \ub9e4\uc6b0 \uce58\uc5f4\ud558\uba70, \ubc1c\ud589\ud68c\uc0ac\uc758 \uc81c\ud488\uacfc \uc11c\ube44\uc2a4\ub294 \ub9e4\uc6b0 \ube60\ub974\uac8c \uad6c\uc2dd\uc774 \ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uae30\uc5c5\uc740 \uc9c0\uc2dd\uc7ac\uc0b0\uad8c\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\uba70, \ud574\ub2f9 \uad8c\ub9ac\uc758 \uc0c1\uc2e4 \ub610\ub294 \uc190\uc0c1\uc73c\ub85c \uc778\ud574 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc8fc\uc2dd\uc2dc\uc7a5 \uc704\ud5d8.<\/strong>&nbsp;\ubcf4\ud1b5\uc8fc\ub294 \uc77c\ubc18\uc801\uc73c\ub85c \uc6b0\uc120\uc8fc \ubc0f \ucc44\ubb34\uc99d\uad8c \ub4f1 \ub2e4\ub978 \uc720\ud615\uc758 \uc99d\uad8c\ubcf4\ub2e4 \ub354 \ud070 \uc704\ud5d8\uc5d0 \ub178\ucd9c\ub418\ub294\ub370, \uc774\ub294 \ubcf4\ud1b5\uc8fc \uc8fc\uc8fc\uac00 \uc77c\ubc18\uc801\uc73c\ub85c \ud2b9\uc815 \ubc1c\ud589\uc778\uc73c\ub85c\ubd80\ud130 \uc9c0\uae09\uc744 \ubc1b\uc744 \uad8c\ub9ac\uc5d0 \uc788\uc5b4 \ud6c4\uc21c\uc704\uc5d0 \uc788\uae30 \ub54c\ubb38\uc785\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uae30\uc220 \uc139\ud130 \uc704\ud5d8.&nbsp;<\/strong>\ud380\ub4dc\ub294 \uae30\uc220 \uc139\ud130 \uae30\uc5c5\uc5d0 \uc0c1\ub2f9 \ubd80\ubd84 \ud22c\uc790\ud558\uba70, \ub530\ub77c\uc11c \uc774 \uc139\ud130\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc0ac\uac74\uc73c\ub85c \uc778\ud574 \ud380\ub4dc\uc758 \uc131\uacfc\uac00 \ubd80\uc815\uc801\uc778 \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc220 \uae30\uc5c5 \ubc0f \uae30\uc220 \ubc1c\uc804\uc5d0 \ud06c\uac8c \uc758\uc874\ud558\ub294 \uae30\uc5c5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce58\ub294 \uc2dc\uc7a5 \ub610\ub294 \uacbd\uc81c\uc801 \uc694\uc778\uc740 \ud380\ub4dc \ud22c\uc790 \uc790\uc0b0\uc758 \uac00\uce58\uc5d0 \uc911\ub300\ud55c \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc678\uad6d \uc99d\uad8c \uc704\ud5d8.<\/strong>&nbsp;\ube44\ubbf8\uad6d \ubc1c\ud589\uc778\uc758 \uc99d\uad8c \ub610\ub294 \uae30\ud0c0 \uc0c1\ud488\uc5d0 \ub300\ud55c \ud22c\uc790\ub294 \ubbf8\uad6d \uad6d\ub0b4 \ud22c\uc790\uc5d0\ub294 \uc218\ubc18\ub418\uc9c0 \uc54a\ub294 \ud2b9\uc815 \uc704\ud5d8\uc744 \uc218\ubc18\ud558\uba70, \ubbf8\uad6d \uae30\uc5c5 \uc99d\uad8c\uc5d0 \ub300\ud55c \ud22c\uc790\ubcf4\ub2e4 \uac00\uce58\uac00 \ub354 \uae09\uaca9\ud558\uace0 \uadf9\ub2e8\uc801\uc73c\ub85c \ubcc0\ub3d9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\uc9c0\uc218 \uc804\ub7b5 \uc704\ud5d8.<\/strong>&nbsp;\ud380\ub4dc\uc758 \uc804\ub7b5\uc740 \uc9c0\uc218\uc5d0 \ub300\ud574 \uc644\uc804\ud55c \ud1b5\uc81c\uad8c\uc744 \ud589\uc0ac\ud558\ub294 \uc9c0\uc218 \uc81c\uacf5\uc5c5\uccb4\uac00 \uad00\ub9ac\ud558\ub294 \uc9c0\uc218\uc5d0 \uc5f0\uacc4\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><br><br>Foreside Fund Services, LLC, \ud310\ub9e4\ud68c\uc0ac.<\/p>","protected":false},"excerpt":{"rendered":"<p>\ud575\uc2ec \uc694\uc57d: \uae08\uc8fc\uc758 \uc778\uc6a9\uad6c: \u201cAI\ub294 \ubd84\uba85\ud788 \ub9ce\uc740 \uc77c\uc790\ub9ac\ub97c \ubcc0\ud654\uc2dc\ud0a4\uace0, \uc77c\ubd80 \uc77c\uc790\ub9ac\ub97c \uc644\uc804\ud788 \uc5c6\uc560\uba70, \ub9ce\uc740 \uc0c8\ub85c\uc6b4 \uc77c\uc790\ub9ac\ub97c \ucc3d\ucd9c\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\uac83\uc774 \uae30\uc220\uacfc \ud568\uaed8 \uc77c\uc5b4\ub098\ub294 \uc77c\uc774\uba70, \uc2e4\uc81c\ub85c \uae30\uc220 \uc8fc\ub3c4\uc758 \uc77c\uc790\ub9ac \ubcc0\ud654\uc5d0 \uad00\ud55c \uc138\uacc4\uc0ac\ub97c \uc0b4\ud3b4\ubcf4\uba74, \uc774\ub294 &hellip; \ub3d9\uc548 \uacc4\uc18d \uc77c\uc5b4\ub098 \uc654\uc2b5\ub2c8\ub2e4 <a href=\"https:\/\/www.vistashares.com\/ko\/the-ai-supercycle-report-ai-infrastructure-funding-vs-exits-and-hardware-growth\/\">\uacc4\uc18d<\/a><\/p>","protected":false},"author":2,"featured_media":708,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[40,12],"tags":[31],"class_list":["post-1614","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-research","category-insights","tag-ai"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Key Takeaways: AI Infrastructure Accelerates: Pennsylvania is rapidly becoming the Silicon Valley of data centers, fueled by over $60 billion in AI investments from Google, Intel, and Amazon\u2014driven by favorable energy economics and political momentum. Funding vs. Exits Diverge: Despite raising $104.3 billion in Q1 2025, most AI startups are exiting via small-scale acquisitions. 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Funding vs. Exits Diverge: Despite raising $104.3 billion in Q1 2025, most AI startups are exiting via small-scale acquisitions. 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Funding vs. Exits Diverge: Despite raising $104.3 billion in Q1 2025, most AI startups are exiting via small-scale acquisitions. 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