{"id":5045,"date":"2026-11-13T05:15:03","date_gmt":"2026-11-13T05:15:03","guid":{"rendered":"https:\/\/www.vistashares.com\/power-for-ai-gas-nuclear-smr\/"},"modified":"2026-11-13T21:41:11","modified_gmt":"2026-11-13T21:41:11","slug":"power-for-ai-gas-nuclear-smr","status":"publish","type":"post","link":"https:\/\/www.vistashares.com\/ko\/power-for-ai-gas-nuclear-smr\/","title":{"rendered":"AI\uc5d0 \uc804\ub825\uc744 \uc5b4\ub5bb\uac8c \uacf5\uae09\ud560 \uc218 \uc788\uc2b5\ub2c8\uae4c? \ucc9c\uc5f0\uac00\uc2a4, \uc6d0\uc790\ub825 \ubc0f \uc18c\ud615 \ubaa8\ub4c8 \uc6d0\uc790\ub85c"},"content":{"rendered":"<p class=\"byline\">VistaShares \ucd5c\uace0\uacbd\uc601\uc790(CEO) Adam Patti \uc791\uc131 | 2026\ub144 11\uc6d4<\/p>\n<p class=\"lead\">AI \ub370\uc774\ud130\uc13c\ud130\ub294 24\uc2dc\uac04 \ub0b4\ub0b4 \ub300\ub7c9\uc758 \uc804\ub825\uc744 \ud544\uc694\ub85c \ud558\uba70, \uc138 \uac00\uc9c0 \uc548\uc815\uc801 \uc804\ub825\uc6d0, \uc989 \ucc9c\uc5f0\uac00\uc2a4 \ud130\ube48, \uae30\uc874 \uc6d0\uc790\ub825 \ubc1c\uc804\uc18c \ubc0f \uc2e0\uaddc \uc18c\ud615\ubaa8\ub4c8\uc6d0\uc790\ub85c(SMR)\uac00 \ud2b9\ud788 \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac00\uc2a4\ub294 \uac00\uc7a5 \ube60\ub974\uac8c \uac74\uc124\ud560 \uc218 \uc788\uc9c0\ub9cc 2030\ub144 \ubb34\ub835\uae4c\uc9c0 \uc774\uc5b4\uc9c0\ub294 \ud130\ube48 \uc218\uc8fc \uc801\uccb4\uc5d0 \uc9c1\uba74\ud574 \uc788\uace0, \uae30\uc874 \uc6d0\uc790\ub825 \ubc1c\uc804\uc18c\ub294 \ud0c4\uc18c \ubc30\ucd9c \uc5c6\ub294 \uc804\ub825\uc744 \uc81c\uacf5\ud558\uc9c0\ub9cc \uadf8 \uc218\uac00 \uc81c\ud55c\uc801\uc774\uba70, SMR\uc740 \uacf5\uc7a5\uc5d0\uc11c \uc81c\uc791\ub418\ub294 \uc6d0\uc790\ub85c\ub97c \ub0b4\uc138\uc6b0\uc9c0\ub9cc \uc778\ud5c8\uac00 \ubc0f \uac74\uc124 \uce21\uba74\uc5d0\uc11c \uc544\uc9c1 \ucd08\uae30 \ub2e8\uacc4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 \uc804\ub9dd\uc740 \ub370\uc774\ud130\uc13c\ud130\uac00 \ud48d\ub825, \ud0dc\uc591\uad11, \ubc30\ud130\ub9ac \ubc0f \uae30\uc874 \uc804\ub825\ub9dd\uacfc \ud568\uaed8 \uc774\ub4e4 \uc804\ub825\uc6d0\uc744 \ud63c\ud569\ud558\uc5ec \ud65c\uc6a9\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud569\ub2c8\ub2e4.<\/p>\n<h2>\ub370\uc774\ud130\uc13c\ud130\uc5d0\ub294 \uc5bc\ub9c8\ub098 \ub9ce\uc740 \uc804\ub825\uc774 \ud544\uc694\ud569\ub2c8\uae4c?<\/h2>\n<p class=\"body\">\uad6d\uc81c\uc5d0\ub108\uc9c0\uae30\uad6c\ub294 2024\ub144 \uc804 \uc138\uacc4 \ub370\uc774\ud130\uc13c\ud130\uac00 \uc57d 415\ud14c\ub77c\uc640\ud2b8\uc2dc\uc758 \uc804\ub825\uc744 \uc0ac\uc6a9\ud55c \uac83\uc73c\ub85c \ucd94\uc815\ud588\uc73c\uba70, \uc774\ub294 \uc804 \uc138\uacc4 \uc18c\ube44\ub7c9\uc758 \uc57d 1.5%\uc5d0 \ud574\ub2f9\ud569\ub2c8\ub2e4. \ub610\ud55c 2030\ub144\uae4c\uc9c0 \uc57d 945\ud14c\ub77c\uc640\ud2b8\uc2dc\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ud588\uc2b5\ub2c8\ub2e4.<sup>1<\/sup> \ubbf8\uad6d\uc5d0\uc11c\ub294 \ub85c\ub7f0\uc2a4 \ubc84\ud074\ub9ac \uad6d\ub9bd\uc5f0\uad6c\uc18c(Lawrence Berkeley National Laboratory)\uac00 2023\ub144 \ub370\uc774\ud130\uc13c\ud130\uac00 \uc804\ub825\uc758 4.4%\ub97c \uc0ac\uc6a9\ud55c \uac83\uc73c\ub85c \ucd94\uc815\ud588\uc73c\uba70, 2028\ub144\uae4c\uc9c0 6.7%\uc5d0\uc11c 12%\uc5d0 \uc774\ub97c \uc218 \uc788\ub2e4\uace0 \ucd94\uc815\ud588\uc2b5\ub2c8\ub2e4.<sup>2<\/sup><\/p>\n<p class=\"body\">AI \ubd80\ud558\uc758 \ud2b9\uc9d5\uc740 \uaddc\ubaa8\ubfd0 \uc544\ub2c8\ub77c \uadf8 \ud615\ud0dc\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \ud559\uc2b5 \ubc0f \ucd94\ub860 \ucea0\ud37c\uc2a4\ub294 \uc5f0\uc911 \ub300\ubd80\ubd84\uc758 \uc2dc\uac04 \ub3d9\uc548 \ucd5c\ub300 \ucd9c\ub825\uc5d0 \uac00\uae5d\uac8c \uac00\ub3d9\ub418\ubbc0\ub85c, \uc6b4\uc601\uc790\ub4e4\uc740 \uc57c\uac04, \uaca8\uc6b8\ucca0 \ubc0f \ubc14\ub78c\uc774 \uc57d\ud55c \uae30\uc0c1 \uc870\uac74\uc5d0\uc11c\ub3c4 \uc774\uc6a9 \uac00\ub2a5\ud55c \uc804\ub825\uc744 \ucc3e\uc2b5\ub2c8\ub2e4. <a href=\"\/ko\/ai-power-and-electrification\/\">AI \uc804\ub825 \ubc0f \uc804\uae30\ud654<\/a> \uc5d0 \uad00\ud55c \ub2f9\uc0ac \uae30\uc0ac\uc5d0\uc11c \ubcf4\ub2e4 \uad11\ubc94\uc704\ud55c \uc218\uc694 \ud604\ud669\uc744 \ub2e4\ub8f9\ub2c8\ub2e4.<\/p>\n<h2>\uc65c \ucc9c\uc5f0\uac00\uc2a4\uc785\ub2c8\uae4c?<\/h2>\n<p class=\"body\">\uac00\uc2a4 \ud654\ub825 \ubc1c\uc804\uc18c\ub294 \uc218\uc694\uc9c0 \uc778\uadfc\uc5d0 \uc785\uc9c0\ud560 \uc218 \uc788\uace0, \uc5f0\uc18d \uac00\ub3d9\uc774 \uac00\ub2a5\ud558\uba70, \ubd80\ud558\uc5d0 \ub9de\ucdb0 \ucd9c\ub825\uc744 \ub192\uc774\uac70\ub098 \ub0ae\ucd9c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ubcf5\ud569\ud654\ub825 \ubc1c\uc804\uc18c\ub294 \uac00\uc2a4 \ud130\ube48\uacfc \ud3d0\uc5f4\uc744 \ud65c\uc6a9\ud558\ub294 \uc99d\uae30 \ud130\ube48\uc744 \uacb0\ud569\ud558\uc5ec \ud6a8\uc728\uc744 \ub192\uc785\ub2c8\ub2e4. \uc77c\ubd80 \ub370\uc774\ud130\uc13c\ud130 \uac1c\ubc1c\uc0ac\ub294 \uc8fc \uc804\ub825\uc6d0\uc73c\ub85c, \ub610\ub294 \uc804\ub825\ub9dd \uc5f0\uacb0\uc774 \uc774\ub8e8\uc5b4\uc9c8 \ub54c\uae4c\uc9c0\uc758 \uac00\uad50 \uc804\ub825\uc6d0\uc73c\ub85c \ud604\uc7a5\uc5d0 \uac00\uc2a4 \ubc1c\uc804\uc124\ube44\ub97c \uad6c\ucd95\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p class=\"body\">\uc81c\uc57d \uc694\uc778\uc740 \uc7a5\ube44\uc785\ub2c8\ub2e4. \ubbf8\uad6d\uc758 \ud55c \uc8fc\uc694 \ud130\ube48 \uc81c\uc870\uc5c5\uccb4\ub294 2025\ub144 12\uc6d4 2028\ub144\uae4c\uc9c0\uc758 \uac00\uc2a4 \ud130\ube48\uc774 \ub9e4\uc9c4\ub418\uc5c8\ub2e4\uace0 \ubc1d\ud614\uc73c\uba70, 2026\ub144 7\uc6d4\uc5d0\ub294 \ucd5c\uc18c 125\uae30\uac00\uc640\ud2b8 \uaddc\ubaa8\uc758 \uacc4\uc57d \ubb3c\ub7c9\uc744 \ud655\ubcf4\ud55c \uc0c1\ud0dc\ub85c \uc5f0\ub9d0\uc744 \ub9c8\uac10\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ud558\uba70, \uc774\uc5d0 \ub530\ub77c 2030\ub144\uae4c\uc9c0 \ub300\ubd80\ubd84 \ub9e4\uc9c4\ub41c \uc0c1\ud0dc\uac00 \ub41c\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<sup>3<\/sup> \uc720\ub7fd\uc758 \ud55c \uacbd\uc7c1\uc5c5\uccb4\ub294 2026\ub144 4\uc6d4 2030\ub144 \ubc0f 2031\ub144 \uc778\ub3c4\ubd84 \ud130\ube48 \uc8fc\ubb38\uc744 \ucc44\uc6b0\uace0 \uc788\ub2e4\uace0 \ubc1d\ud614\uc2b5\ub2c8\ub2e4.<sup>4<\/sup> \uae34 \ub9ac\ub4dc\ud0c0\uc784\uc73c\ub85c \uc778\ud574 \uc77c\ubd80 \uac1c\ubc1c\uc0ac\ub294 \uc18c\ud615 \ud56d\uacf5\uc804\ud658\ud615(aeroderivative) \ud130\ube48, \uc655\ubcf5\ub3d9 \uc5d4\uc9c4, \uac1c\ubcf4\uc218\ub41c \uc911\uace0 \uc124\ube44 \ubc0f \uc5f0\ub8cc\uc804\uc9c0\ub85c \ub208\uc744 \ub3cc\ub9ac\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p class=\"body\">\uac00\uc2a4\uc5d0\ub294 \uc5f0\ub8cc \uac00\uaca9 \ubcc0\ub3d9, \ud30c\uc774\ud504\ub77c\uc778 \uc6a9\ub7c9, \uc778\ud5c8\uac00, \uadf8\ub9ac\uace0 \uc804\ub825\ud68c\uc0ac \ubc0f \ub370\uc774\ud130\uc13c\ud130 \uc18c\uc720\uc8fc\uc758 \ubc30\ucd9c \ubaa9\ud45c \ub4f1\uc758 \uc704\ud5d8\ub3c4 \ub530\ub985\ub2c8\ub2e4.<\/p>\n<h2>\uae30\uc874 \uc6d0\uc790\ub825 \ubc1c\uc804\uc18c\ub294 \uc5b4\ub5a4 \uc5ed\ud560\uc744 \ud569\ub2c8\uae4c?<\/h2>\n<p class=\"body\">\uae30\uc874 \uc6d0\uc790\ub825 \ubc1c\uc804\uc18c\ub294 \uc548\uc815\uc801\uc774\uace0 \ud0c4\uc18c \ubc30\ucd9c \uc5c6\ub294 \uc804\ub825\uc744 \uc0dd\uc0b0\ud558\uba70 \ub192\uc740 \uc774\uc6a9\ub960\ub85c \uac00\ub3d9\ub429\ub2c8\ub2e4. \uc5ec\ub7ec \uae30\uc220 \uae30\uc5c5\uc774 \uac00\ub3d9 \uc911\uc778 \ubc1c\uc804\uc18c\uc758 \ubc1c\uc804\ub7c9\uc744 \uad6c\ub9e4\ud558\uac70\ub098, \ucd9c\ub825\uc744 \ub192\uc774\ub294 \uc124\ube44 \uac1c\uc120\uc744 \uc9c0\uc6d0\ud558\uac70\ub098, \ud3d0\uc1c4\ub41c \uc6d0\uc790\ub85c\ub97c \uc7ac\uac00\ub3d9\ud558\uae30 \uc704\ud55c \uc7a5\uae30 \uacc4\uc57d\uc744 \uccb4\uacb0\ud588\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uacc4\uc57d\uc740 \uc2e0\uaddc \uac74\uc124\ubcf4\ub2e4 \ub354 \ube60\ub974\uac8c \uacf5\uae09\uc744 \ub298\ub9b4 \uc218 \uc788\uc9c0\ub9cc, \uc774\uc6a9 \uac00\ub2a5\ud55c \ubc1c\uc804\uc18c\ub294 \ud55c\uc815\ub418\uc5b4 \uc788\uc73c\uba70, \ub370\uc774\ud130\uc13c\ud130\ub97c \ubc1c\uc804\uc18c \uc778\uc811 \ubd80\uc9c0\uc5d0 \ubc30\uce58\ud558\ub294 \uc77c\ubd80 \uacc4\uc57d\uc740 \ub2e4\ub978 \uace0\uac1d\uc758 \ube44\uc6a9\uacfc \uad00\ub828\ud558\uc5ec \uaddc\uc81c \ub2f9\uad6d\uacfc \uc804\ub825\ub9dd \uc6b4\uc601\uc790\ub85c\ubd80\ud130 \uc758\ubb38\uc744 \uc81c\uae30\ubc1b\uc558\uc2b5\ub2c8\ub2e4.<\/p>\n<h2>\uc18c\ud615\ubaa8\ub4c8\uc6d0\uc790\ub85c\ub780 \ubb34\uc5c7\uc785\ub2c8\uae4c?<\/h2>\n<p class=\"body\">SMR\uc740 \uae30\uc874 \ubc1c\uc804\uc18c\ubcf4\ub2e4 \uc791\uac8c \uc124\uacc4\ub41c \uc6d0\uc790\ub85c\ub85c, \uc77c\ubc18\uc801\uc73c\ub85c \uae30\ub2f9 \ucd5c\ub300 \uc57d 300\uba54\uac00\uc640\ud2b8 \uaddc\ubaa8\uc774\uba70 \ub300\ubd80\ubd84 \uacf5\uc7a5\uc5d0\uc11c \uc81c\uc791\ub41c \ubaa8\ub4c8\ub85c \uac74\uc124\ub429\ub2c8\ub2e4. \uc9c0\uc9c0\uc790\ub4e4\uc740 \ud45c\uc900\ud654\ub41c \uc124\uacc4\uc640 \uacf5\uc7a5 \uc0dd\uc0b0\uc744 \ud1b5\ud574 \ube44\uc6a9\uc744 \ub0ae\ucd94\uace0 \uac74\uc124 \uae30\uac04\uc744 \ub2e8\ucd95\ud560 \uc218 \uc788\uc744 \uac83\uc774\uba70, \uc18c\ud615 \uc124\ube44\ub294 \uc0b0\uc5c5 \ubd80\ud558\ub098 \ub370\uc774\ud130\uc13c\ud130\uc5d0 \ub354 \uac00\uae4c\uc774 \uc785\uc9c0\ud560 \uc218 \uc788\ub2e4\uace0 \uc8fc\uc7a5\ud569\ub2c8\ub2e4.<\/p>\n<p class=\"body\">\uc778\ud5c8\uac00\ub294 \uc9c4\uc804\ub418\uc5c8\uc2b5\ub2c8\ub2e4. 2025\ub144 5\uc6d4 \ubbf8\uad6d \uc6d0\uc790\ub825\uaddc\uc81c\uc704\uc6d0\ud68c\ub294 \ucd9c\ub825\uc774 \uc0c1\ud5a5\ub41c \uc804\uae30\ucd9c\ub825 77\uba54\uac00\uc640\ud2b8 SMR \uc124\uacc4\ub97c \uc2b9\uc778\ud588\uc73c\uba70, \uc774\ub294 \uc704\uc6d0\ud68c\uac00 \uc2b9\uc778\ud55c \ub450 \ubc88\uc9f8 SMR \uc124\uacc4\uc785\ub2c8\ub2e4.<sup>5<\/sup> \uac19\uc740 \ub2ec, \ud55c \uc5f0\ubc29 \uc804\ub825\ud68c\uc0ac\ub294 300\uba54\uac00\uc640\ud2b8\uae09 \ube44\ub4f1\uc218\ud615 SMR\uc5d0 \ub300\ud55c \uac74\uc124\ud5c8\uac00 \uc2e0\uccad\uc11c\ub97c \uc81c\ucd9c\ud588\uc2b5\ub2c8\ub2e4.<sup>6<\/sup> \uc124\uacc4 \uc2b9\uc778\uc774 \uac74\uc124\uc744 \ud5c8\uac00\ud558\ub294 \uac83\uc740 \uc544\ub2c8\uba70, \uac01 \ud504\ub85c\uc81d\ud2b8\ub294 \uc5ec\uc804\ud788 \ubd80\uc9c0\ubcc4 \ud5c8\uac00 \ubc0f \uc778\uac00\ub97c \ubc1b\uc544\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<p class=\"body\">\uc8fc\uc694 \ubd88\ud655\uc2e4\uc131\uc740 \ube44\uc6a9\uacfc \uc77c\uc815\uc785\ub2c8\ub2e4. \ucd5c\ucd08 \ud638\uae30(first-of-a-kind) \uc6d0\uc790\ub825 \ud504\ub85c\uc81d\ud2b8\ub294 \uc5ed\uc0ac\uc801\uc73c\ub85c \uc608\uc0b0\uc744 \ucd08\uacfc\ud558\uace0 \uc77c\uc815\uc774 \uc9c0\uc5f0\ub418\uc5b4 \uc654\uc73c\uba70, \uc77c\ubd80 \ucca8\ub2e8 \uc124\uacc4\uc5d0 \uc0ac\uc6a9\ub418\ub294 \uace0\uc21c\ub3c4 \uc800\ub18d\ucd95 \uc6b0\ub77c\ub284\uc744 \ud3ec\ud568\ud55c \uc5f0\ub8cc \uacf5\uae09\ub9dd\uc740 \uc544\uc9c1 \ubc1c\uc804 \ub2e8\uacc4\uc5d0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ubd80\ubd84\uc758 SMR \uac1c\ubc1c\uc0ac\ub294 \ucd08\uae30 \uc0c1\uc5c5 \uc6b4\uc804 \uc2dc\uc810\uc73c\ub85c 2020\ub144\ub300 \ub9d0 \ub610\ub294 2030\ub144\ub300 \ucd08\ub97c \uc81c\uc2dc\ud569\ub2c8\ub2e4.<\/p>\n<h2>\uc774\ub4e4 \uc804\ub825\uc6d0\uc740 \uc5b4\ub5bb\uac8c \ube44\uad50\ub429\ub2c8\uae4c?<\/h2>\n<p class=\"body\"><strong>\uc804\ub825 \ud655\ubcf4 \uc18d\ub3c4.<\/strong> \uac00\uc2a4\ub294 \ud130\ube48\uc744 \ud655\ubcf4\ud560 \uc218 \uc788\uac8c \ub418\uba74 \uc77c\ubc18\uc801\uc73c\ub85c \uac74\uc124 \uc18d\ub3c4\uac00 \uac00\uc7a5 \ube60\ub985\ub2c8\ub2e4. \uae30\uc874 \uc6d0\uc790\ub825\uc740 \uc2e0\uc18d\ud558\uac8c \uacc4\uc57d\ud560 \uc218 \uc788\uc73c\ub098, \uc2e0\uaddc \uacf5\uae09\uc740 \uc124\ube44 \uac1c\uc120(\uc5c5\uadf8\ub808\uc774\ub4dc)\uacfc \uc7ac\uac00\ub3d9\uc744 \ud1b5\ud574\uc11c\ub9cc \ucd94\uac00\ub429\ub2c8\ub2e4. SMR\uc740 \uc2e4\ud604\uae4c\uc9c0\uc758 \uacbd\ub85c\uac00 \uac00\uc7a5 \uae41\ub2c8\ub2e4.<\/p>\n<p class=\"body\"><strong>\ucd9c\ub825 \ud2b9\uc131.<\/strong> \uc138 \uac00\uc9c0 \ubaa8\ub450 \uc800\uc7a5 \uc124\ube44\uac00 \uc5c6\ub294 \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11\uacfc \ub2ec\ub9ac 24\uc2dc\uac04 \uac00\ub3d9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<p class=\"body\"><strong>\ubc30\ucd9c.<\/strong> \uc6d0\uc790\ub825\uc740 \uc9c1\uc811\uc801\uc778 \ud0c4\uc18c \ubc30\ucd9c\uc774 \uc5c6\uc2b5\ub2c8\ub2e4. \uac00\uc2a4\ub294 \uc774\uc0b0\ud654\ud0c4\uc18c\ub97c \ubc30\ucd9c\ud558\uba70, \uc77c\ubd80 \ud504\ub85c\uc81d\ud2b8\ub294 \ud0c4\uc18c \ud3ec\uc9d1\uc73c\ub85c \uc774\ub97c \ud574\uacb0\ud560 \uacc4\ud68d\uc785\ub2c8\ub2e4.<\/p>\n<p class=\"body\"><strong>\ube44\uc6a9 \ud655\uc2e4\uc131.<\/strong> \uac00\uc2a4 \ubc1c\uc804\uc18c\ub294 \uac74\uc124 \ube44\uc6a9\uc774 \uc798 \ud30c\uc545\ub418\uc5b4 \uc788\uc73c\ub098 \uc5f0\ub8cc \ube44\uc6a9\uc740 \ubcc0\ub3d9\uc801\uc785\ub2c8\ub2e4. \uc6d0\uc790\ub825\uc740 \ucd08\uae30 \ube44\uc6a9\uc774 \ub192\uace0 \uc5f0\ub8cc \ube44\uc6a9\uc774 \ub0ae\uc73c\uba70, \uc2e0\uaddc \uc124\uacc4\uc758 \uacbd\uc6b0 \uac74\uc124 \ube44\uc6a9 \uc704\ud5d8\uc774 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<h2>\uc774\ub294 \ud22c\uc790\uc790\uc5d0\uac8c \uc5b4\ub5a4 \uc758\ubbf8\uac00 \uc788\uc2b5\ub2c8\uae4c?<\/h2>\n<p class=\"body\">AI\uc6a9 \uc804\ub825\uc740 \ud14c\ub9c8\ud615 \ud22c\uc790\ub97c \uc720\ud2f8\ub9ac\ud2f0, \ub3c5\ub9bd \ubc1c\uc804 \uc0ac\uc5c5\uc790, \ud130\ube48 \ubc0f \uc5d4\uc9c4 \uc81c\uc870\uc5c5\uccb4, \ud575\uc5f0\ub8cc \uacf5\uae09\uc5c5\uccb4, \uc6d0\uc790\ub85c \uac1c\ubc1c\uc5c5\uccb4 \ubc0f \ubc1c\uc804\uc18c\ub97c \uac74\uc124\ud558\ub294 \uc5d4\uc9c0\ub2c8\uc5b4\ub9c1 \uae30\uc5c5\uacfc \uc5f0\uacb0\ud569\ub2c8\ub2e4. \uac01\uac01\uc740 \uc11c\ub85c \ub2e4\ub978 \uc704\ud5d8\uc744 \uc548\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uaddc\uc81c \ub300\uc0c1 \uc720\ud2f8\ub9ac\ud2f0\ub294 \uc694\uae08 \uacb0\uc815\uc5d0, \uba38\ucc9c\ud2b8 \ubc1c\uc804 \uc0ac\uc5c5\uc790\ub294 \uc804\ub825 \uac00\uaca9 \ubcc0\ub3d9\uc5d0, \uc6d0\uc790\ub85c \uac1c\ubc1c\uc5c5\uccb4\ub294 \uae30\uc220 \ubc0f \uc778\ud5c8\uac00 \uc704\ud5d8\uc5d0 \uc9c1\uba74\ud569\ub2c8\ub2e4. \ub2f9\uc0ac\uc758 <a href=\"\/ko\/grid-transformers-ai-bottleneck\/\">\uc804\ub825\ub9dd \ubcc0\uc555\uae30<\/a> \ubc0f <a href=\"\/ko\/how-do-data-centers-work\/\">\ub370\uc774\ud130\uc13c\ud130\uc758 \uc791\ub3d9 \ubc29\uc2dd<\/a> \uc5d0 \uad00\ud55c \uae30\uc0ac\uc5d0\uc11c\ub294 \uc774\ub7ec\ud55c \uad6c\ucd95\uc758 \uad00\ub828 \ubd80\ubd84\uc744 \uc0b4\ud3b4\ubd05\ub2c8\ub2e4.<\/p>\n<h2 class=\"faqh\">\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n<h3>\ub370\uc774\ud130 \uc13c\ud130\ub294 \uc65c \ud0dc\uc591\uad11\uacfc \ud48d\ub825\uc5d0\ub9cc \uc758\uc874\ud560 \uc218 \uc5c6\uc2b5\ub2c8\uae4c?<\/h3>\n<p class=\"faqa\">\uc2e4\uc81c\ub85c \ub9ce\uc740 \ub370\uc774\ud130\uc13c\ud130\uac00 \ub300\ub7c9\uc758 \ud48d\ub825 \ubc0f \ud0dc\uc591\uad11 \uc804\ub825\uc744 \uad6c\ub9e4\ud569\ub2c8\ub2e4. \uadf8\ub7ec\ub098 AI \ucea0\ud37c\uc2a4\ub294 \uc77c\ubc18\uc801\uc73c\ub85c 24\uc2dc\uac04 \uac00\ub3d9\ub418\uba70, \ud0dc\uc591\uad11\uacfc \ud48d\ub825\uc758 \ubc1c\uc804\ub7c9\uc740 \ub0a0\uc528\uc640 \uc2dc\uac04\ub300\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9d1\ub2c8\ub2e4. \ubaa8\ub4e0 \uc2dc\uac04\ub300\ub97c \ucda9\ub2f9\ud558\ub824\uba74 \uc800\uc7a5 \uc124\ube44, \uc804\ub825\ub9dd \ubc31\uc5c5 \ub610\ub294 \uc548\uc815\uc801\uc778 \ubc1c\uc804\uc6d0(firm generation)\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \ubc30\ud130\ub9ac\ub294 \uba87 \uc2dc\uac04 \ub2e8\uc704\uc758 \uc804\ub825 \uc774\ub3d9\uc5d0\ub294 \ub3c4\uc6c0\uc774 \ub418\uc9c0\ub9cc, \ud604\uc7ac\ub85c\uc11c\ub294 \uc5ec\ub7ec \ub0a0\uc5d0 \uac78\uce5c \ubd80\uc871\ubd84\uc744 \uc800\uc7a5 \uc124\ube44\ub9cc\uc73c\ub85c \ucda9\ub2f9\ud558\ub294 \ub370 \uc5ec\uc804\ud788 \ub9ce\uc740 \ube44\uc6a9\uc774 \ub4ed\ub2c8\ub2e4.<\/p>\n<h3>\uc18c\ud615 \ubaa8\ub4c8 \uc6d0\uc790\ub85c\ub780 \ubb34\uc5c7\uc785\ub2c8\uae4c?<\/h3>\n<p class=\"faqa\">\uc18c\ud615 \ubaa8\ub4c8 \uc6d0\uc790\ub85c\ub294 \uae30\uc874 \ubc1c\uc804\uc18c\ubcf4\ub2e4 \ucd9c\ub825\uc774 \uc791\ub3c4\ub85d \uc124\uacc4\ub41c \ud575\ubd84\uc5f4 \uc6d0\uc790\ub85c\ub85c, \uc77c\ubc18\uc801\uc73c\ub85c \uae30\ub2f9 \ucd5c\ub300 \uc57d 300\uba54\uac00\uc640\ud2b8\uc758 \uc804\ub825\uc744 \uc0dd\uc0b0\ud558\uba70, \ub300\ubd80\ubd84 \ud45c\uc900\ud654\ub41c \uacf5\uc7a5 \uc81c\uc791 \ubaa8\ub4c8\ub85c \uac74\uc124\ub429\ub2c8\ub2e4. \ubbf8\uad6d \ubc0f \ud574\uc678\uc5d0\uc11c \uc5ec\ub7ec \uc124\uacc4\uac00 \uac1c\ubc1c \uc911\uc774\uba70, \uacbd\uc218 \ub0c9\uac01 \ubc29\uc2dd \ub610\ub294 \uc6a9\uc735\uc5fc, \ub098\ud2b8\ub968, \uace0\uc628 \uac00\uc2a4 \ub4f1\uc758 \ucca8\ub2e8 \ub0c9\uac01\uc7ac\ub97c \uc0ac\uc6a9\ud569\ub2c8\ub2e4.<\/p>\n<h3>\ubbf8\uad6d\uc5d0\uc11c \uac74\uc124\ub41c SMR\uc774 \uc788\uc2b5\ub2c8\uae4c?<\/h3>\n<p class=\"faqa\">2026\ub144 11\uc6d4 \ud604\uc7ac \ubbf8\uad6d\uc5d0\uc11c \uac00\ub3d9 \uc911\uc778 \uc0c1\uc5c5\uc6a9 SMR\uc740 \uc5c6\uc5c8\uc2b5\ub2c8\ub2e4. \uc6d0\uc790\ub825\uaddc\uc81c\uc704\uc6d0\ud68c\ub294 \ud55c \uac1c\ubc1c\uc0ac\uc758 SMR \uc124\uacc4 2\uac74\uc744 \uc2b9\uc778\ud588\uc73c\uba70, \uc804\ub825\ud68c\uc0ac\uc640 \uac1c\ubc1c\uc0ac\ub4e4\uc740 \uc5ec\ub7ec \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud574 \uac74\uc124 \ud5c8\uac00 \uc2e0\uccad\uc11c\ub97c \uc81c\ucd9c\ud588\uc2b5\ub2c8\ub2e4. \uac1c\ubc1c\uc0ac\ub4e4\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc778\ud5c8\uac00, \uc790\uae08 \uc870\ub2ec \ubc0f \uac74\uc124 \uc5ec\uac74\uc5d0 \ub530\ub77c 2020\ub144\ub300 \ub9d0 \ub610\ub294 2030\ub144\ub300 \ucd08 \ubb34\ub835\uc758 \uc0c1\uc5c5 \uc6b4\uc804\uc744 \ubaa9\ud45c\ub85c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<h3>\uac00\uc2a4 \ud130\ube48\uc740 \uc65c \ub9e4\uc9c4\ub418\uc5c8\uc2b5\ub2c8\uae4c?<\/h3>\n<p class=\"faqa\">\ub370\uc774\ud130\uc13c\ud130, \ub178\ud6c4 \uc11d\ud0c4 \ubc1c\uc804\uc18c\ub97c \ub300\uccb4\ud558\ub294 \uc804\ub825\ud68c\uc0ac, \uc0b0\uc5c5 \uc804\uae30\ud654, \ud574\uc678\uc758 \uc804\ub825 \uc218\uc694 \uc99d\uac00\ub85c \uc778\ud574 \uac00\uc2a4 \ud130\ube48 \uc218\uc694\uac00 \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. \ud130\ube48 \uc81c\uc870\uc5c5\uccb4\ub4e4\uc740 \uc218\uc694\uac00 \ubd80\uc9c4\ud588\ub358 \uc218\ub144 \ub3d9\uc548 \uc0dd\uc0b0\ub2a5\ub825\uc744 \uc904\uc600\uc73c\uba70, \ud604\uc7ac\ub294 \uc2e0\uc911\ud558\uac8c \ud655\ub300\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ub300\ud615 \ud504\ub808\uc784 \ud130\ube48\uc5d0\ub294 \uace0\uc628 \ube14\ub808\uc774\ub4dc\uc640 \uac19\uc740 \ud2b9\uc218 \ubd80\ud488\uc774 \ud544\uc694\ud558\uba70, \uc774\ub7ec\ud55c \ubd80\ud488\uc758 \uc0dd\uc0b0\uc744 \ub298\ub9ac\ub294 \ub370\uc5d0\ub294 \uc218\ub144\uc774 \uac78\ub9bd\ub2c8\ub2e4. \uadf8 \uacb0\uacfc \uc218\uc8fc \uc794\uace0\uac00 2030\ub144 \ubb34\ub835\uae4c\uc9c0 \uc774\uc5b4\uc9c0\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<h3>AI \uae30\uc5c5\uc740 \ubc1c\uc804\uc18c\ub97c \uc18c\uc720\ud569\ub2c8\uae4c?<\/h3>\n<p class=\"faqa\">\uc77c\ubd80 \uae30\uc5c5\uc740 \uadf8\ub807\uac8c \ud558\uace0 \uc788\uc73c\uba70, \uc774\ubcf4\ub2e4 \ud6e8\uc52c \ub9ce\uc740 \uae30\uc5c5\uc774 \uc804\ub825\ud68c\uc0ac \ub610\ub294 \ubc1c\uc804\uc0ac\uc5c5\uc790\uc640 \uc7a5\uae30 \uc804\ub825\uad6c\ub9e4\uacc4\uc57d\uc744 \uccb4\uacb0\ud569\ub2c8\ub2e4. \uacc4\uc57d \ud615\ud0dc\ub85c\ub294 \uae30\uc874 \uc6d0\uc790\ub825 \ubc1c\uc804\uc18c\uc758 \ubc1c\uc804\ub7c9 \uad6c\ub9e4, \uc2e0\uaddc \uac00\uc2a4 \ub610\ub294 \uc6d0\uc790\ub825 \ud504\ub85c\uc81d\ud2b8\uc5d0 \ub300\ud55c \uc790\uae08 \uc870\ub2ec, \ud604\uc7a5 \ubc1c\uc804\uc124\ube44 \uad6c\ucd95, \ucd08\uae30 \ub2e8\uacc4 \uc6d0\uc790\ub85c \ubc0f \ud575\uc735\ud569 \uae30\uc5c5\uc5d0 \ub300\ud55c \ud22c\uc790 \ub4f1\uc774 \uc788\uc2b5\ub2c8\ub2e4. \uac01 \uad6c\uc870\ub294 \ube44\uc6a9, \uc704\ud5d8 \ubc0f \uaddc\uc81c\uc0c1 \ucde8\uae09\uc774 \uc11c\ub85c \ub2e4\ub974\uba70, \uc774\ub294 \uad6c\ub9e4\uc790\uc640 \ub2e4\ub978 \uc804\ub825\ud68c\uc0ac \uace0\uac1d \ubaa8\ub450\uc5d0\uac8c \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<h3>\ud14c\ub9c8\ud615 ETF\ub294 AI \uc804\ub825 \ubd84\uc57c\ub97c \uc5b4\ub5bb\uac8c \ud3ec\uad04\ud569\ub2c8\uae4c?<\/h3>\n<p class=\"faqa\">\uc77c\ubd80 AI \uc778\ud504\ub77c, \uc804\uae30\ud654, \uc720\ud2f8\ub9ac\ud2f0 \ub610\ub294 \uc6d0\uc790\ub825 \ud14c\ub9c8 ETF\ub294 \uc804\ub825\uc744 \uc0dd\uc0b0\ud558\uac70\ub098, \uc7a5\ube44\ub97c \uc81c\uc870\ud558\uac70\ub098, \uc5f0\ub8cc\ub97c \uacf5\uae09\ud558\ub294 \uae30\uc5c5\uc744 \ubcf4\uc720\ud569\ub2c8\ub2e4. \uc774\ub4e4 \uae30\uc5c5 \uc911 \uc0c1\ub2f9\uc218\ub294 \uad11\ubc94\uc704\ud55c \uc0b0\uc5c5 \ubc0f \uc8fc\uac70\uc6a9 \uc2dc\uc7a5\uc5d0\ub3c4 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ubbc0\ub85c, AI \uad00\ub828 \uc218\uc694\uc5d0 \ub300\ud55c \uc775\uc2a4\ud3ec\uc800\ub294 \ud06c\uac8c \ub2e4\ub985\ub2c8\ub2e4. \ubcf4\uc720 \uc885\ubaa9, \ub9e4\ucd9c\uc6d0 \ubc0f \ud380\ub4dc\uc758 \ubc29\ubc95\ub860\uc744 \uac80\ud1a0\ud558\uba74, \ud380\ub4dc\uac00 \uc2e4\uc81c\ub85c AI \uad00\ub828 \uc804\ub825 \uc775\uc2a4\ud3ec\uc800\ub97c \uc5bc\ub9c8\ub098 \uc81c\uacf5\ud558\ub294\uc9c0 \ud22c\uc790\uc790\uac00 \ud30c\uc545\ud558\ub294 \ub370 \ub3c4\uc6c0\uc774 \ub429\ub2c8\ub2e4.<\/p>\n<div class=\"notes\">\n<div class=\"src-h\">NOTES<\/div>\n<ol>\n<li>International Energy Agency, &#8220;Energy and AI,&#8221; 2025\ub144 4\uc6d4.<\/li>\n<li>Lawrence Berkeley National Laboratory, &#8220;2024 United States Data Center Energy Usage Report,&#8221; 2024\ub144 12\uc6d4.<\/li>\n<li>GE Vernova, \ud22c\uc790\uc790 \ucf58\ud37c\ub7f0\uc2a4 \ubc1c\uc5b8, 2025\ub144 12\uc6d4, Gas Processing News \ubcf4\ub3c4; GE Vernova 2026\ub144 2\ubd84\uae30 \uc2e4\uc801 \ubc1c\ud45c \ucf5c, 2026\ub144 7\uc6d4 22\uc77c, Benzinga \ubcf4\ub3c4.<\/li>\n<li>Southeast LDC Gas Forum\uc5d0\uc11c\uc758 Siemens Energy \ubc1c\uc5b8, 2026\ub144 4\uc6d4 9\uc77c, Argus \ubcf4\ub3c4.<\/li>\n<li>U.S. Department of Energy, Office of Nuclear Energy, &#8220;NRC Approves NuScale Power&#8217;s Uprated Small Modular Reactor Design,&#8221; 2025\ub144 5\uc6d4 30\uc77c.<\/li>\n<li>American Nuclear Society, Nuclear News, \uc5c5\uacc4 \ub3d9\ud5a5, 2025\ub144 5\uc6d4 30\uc77c, Clinch River \ubd80\uc9c0\uc758 BWRX-300\uc5d0 \ub300\ud55c Tennessee Valley Authority\uc758 \uac74\uc124 \ud5c8\uac00 \uc2e0\uccad \ubcf4\ub3c4.<\/li>\n<\/ol>\n<\/div>\n<div class=\"disc-h\">IMPORTANT INFORMATION<\/div>\n<p class=\"disc\">\ubcf8 \uc790\ub8cc\ub294 \uad50\uc721 \ubaa9\uc801\uc73c\ub85c\ub9cc \uc81c\uacf5\ub429\ub2c8\ub2e4. \ubcf8 \uc790\ub8cc\ub294 \ud22c\uc790, \ubc95\ub960 \ub610\ub294 \uc138\ubb34 \uc790\ubb38\uc774 \uc544\ub2c8\uba70, \uc5b4\ub5a0\ud55c \uc99d\uad8c\uc758 \ub9e4\uc218 \ub610\ub294 \ub9e4\ub3c4\ub97c \uc704\ud55c \ucd94\ucc9c\uc774\ub098 \uccad\uc57d\uc774 \uc544\ub2d9\ub2c8\ub2e4. \uc815\ubcf4\ub294 \uac8c\uc2dc\uc77c \uae30\uc900\uc73c\ub85c \uc2e0\ub8b0\ud560 \uc218 \uc788\ub2e4\uace0 \ud310\ub2e8\ub418\ub294 \ucd9c\ucc98\uc5d0\uc11c \uc5bb\uc740 \uac83\uc774\uba70, \uc815\ud655\uc131\uc774\ub098 \uc644\uc804\uc131\uc774 \ubcf4\uc7a5\ub418\uc9c0 \uc54a\uace0, \uc0ac\uc804 \ud1b5\uc9c0 \uc5c6\uc774 \ubcc0\uacbd\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc81c3\uc790\uc5d0\uac8c \uadc0\uc18d\ub41c \uc218\uce58\ub294 \ud574\ub2f9 \uc81c3\uc790\uc758 \ucd94\uc815\uce58\uc785\ub2c8\ub2e4. \uc804\ub9dd \ubc0f \uc608\uce21\uc740 \ubbf8\ub798 \uacb0\uacfc\ub97c \ubcf4\uc7a5\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \ud22c\uc790\uc790\ub294 \ud22c\uc790 \uacb0\uc815\uc744 \ub0b4\ub9ac\uae30 \uc804\uc5d0 \uc790\uc2e0\uc758 \uc7ac\ubb34, \ubc95\ub960 \ubc0f \uc138\ubb34 \uc804\ubb38\uac00\uc640 \uc0c1\ub2f4\ud574\uc57c \ud569\ub2c8\ub2e4. \ud22c\uc790\uc5d0\ub294 \uc6d0\uae08 \uc190\uc2e4 \uac00\ub2a5\uc131\uc744 \ud3ec\ud568\ud55c \uc704\ud5d8\uc774 \ub530\ub985\ub2c8\ub2e4. \ub2e8\uc77c \uc0b0\uc5c5 \ub610\ub294 \ud14c\ub9c8\uc5d0 \uc18d\ud55c \uae30\uc5c5\uc740 \uacf5\ud1b5\uc801\uc778 \uacbd\uc81c\uc801, \uaddc\uc81c\uc801 \ub610\ub294 \uae30\uc220\uc801 \ubcc0\ud654\uc758 \uc601\ud5a5\uc744 \ubc1b\uc744 \uc218 \uc788\uc73c\uba70 \uc2dc\uc7a5 \uc804\ubc18\ubcf4\ub2e4 \ubcc0\ub3d9\uc131\uc774 \ud074 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uae30\uc5c5, \uc815\ubd80 \ub610\ub294 \ud504\ub85c\uadf8\ub7a8\uc5d0 \ub300\ud55c \uc5b8\uae09\uc740 \uc608\uc2dc \ubaa9\uc801\uc73c\ub85c\ub9cc \uc81c\uacf5\ub429\ub2c8\ub2e4.<\/p>\n<p class=\"disc\">\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\ud788 \uace0\ub824\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \uc815\ubcf4 \ubc0f \ud380\ub4dc\uc5d0 \uad00\ud55c \uae30\ud0c0 \uc815\ubcf4\uac00 \ud3ec\ud568\ub41c 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