{"id":24284,"date":"2026-04-14T17:34:35","date_gmt":"2026-04-14T10:34:35","guid":{"rendered":"https:\/\/b-company.jp\/?p=24284"},"modified":"2026-04-14T17:34:35","modified_gmt":"2026-04-14T10:34:35","slug":"vietnams-data-center-boom-the-infrastructure-race-behind-ai-growth","status":"publish","type":"post","link":"https:\/\/b-company.jp\/ko\/vietnams-data-center-boom-the-infrastructure-race-behind-ai-growth\/","title":{"rendered":"\ubca0\ud2b8\ub0a8\uc758 \ub370\uc774\ud130\uc13c\ud130 \ubd90: AI \uc131\uc7a5\uc744 \uc774\ub044\ub294 \uc778\ud504\ub77c \uacbd\uc7c1"},"content":{"rendered":"
<\/div>
<\/div><\/div><\/div>
<\/i><\/div>

B&Company\ub294 2008\ub144\ubd80\ud130 \ubca0\ud2b8\ub0a8\uc5d0\uc11c \uc2dc\uc7a5 \uc870\uc0ac\uc640 \ud22c\uc790 \ucee8\uc124\ud305\uc744 \uc804\ubb38\uc73c\ub85c \ud558\ub294 \ucd5c\ucd08\uc758 \uc77c\ubcf8 \uae30\uc5c5\uc785\ub2c8\ub2e4.<\/em><\/p>\n

\uc774 \uae30\uc0ac\ub294 \uc601\uc5b4\ub85c \uc791\uc131\ub418\uc5c8\uc73c\uba70 \ub2e4\ub978 \uc5b8\uc5b4 \ubc84\uc804\uc5d0\ub294 \uc790\ub3d9 \ubc88\uc5ed\uc774 \uc0ac\uc6a9\ub429\ub2c8\ub2e4. \uc815\ud655\ud55c \ub0b4\uc6a9\uc740 \uc601\uc5b4 \ubc84\uc804\uc744 \ucc38\uc870\ud558\uc2ed\uc2dc\uc624. \uc6d0\ub798 \uc815\ubcf4\uc758 \uc815\ud655\uc131\uc744 \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \ub178\ub825\ud558\uc9c0\ub9cc \uac01 \uc815\ubcf4\uc5d0 \ub300\ud574 \ubcc4\ub3c4\ub85c \ud655\uc778\ud558\uc2ed\uc2dc\uc624. \ud574\uc11d \ubc0f \ubbf8\ub798 \uc804\ub9dd\uc740 \uac01 \uc5f0\uad6c\uc790\uc758 \uac1c\uc778\uc801\uc778 \uc758\uacac\uc785\ub2c8\ub2e4. <\/p>\n<\/div>\n\t

\n\t\t
\n\t\t\t\n\t\t<\/div>\n\t<\/div>\n<\/em><\/p>\n

\ucd94\uc0c1\uc801\uc778<\/strong><\/h3>\n

\ubca0\ud2b8\ub0a8\uc740 \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \uac00\uc7a5 \ub9e4\ub825\uc801\uc778 \ub370\uc774\ud130\uc13c\ud130 \ud5c8\ube0c \uc911 \ud558\ub098\ub85c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub514\uc9c0\ud138 \uacbd\uc81c, \ub2e4\uc591\ud55c \uc0b0\uc5c5 \ubd84\uc57c\uc5d0\uc11c \uc99d\uac00\ud558\ub294 AI \ub3c4\uc785, \uadf8\ub9ac\uace0 \ud604\ub300\ud654\ub418\ub294 \uaddc\uc81c \ud658\uacbd\uc774 \uc5b4\uc6b0\ub7ec\uc838 \ub370\uc774\ud130 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc804\ub840 \uc5c6\ub294 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uad6d\ub0b4 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\uc640 \ud574\uc678 \uae30\uc220 \uae30\uc5c5 \ubaa8\ub450 \ud22c\uc790\ub97c \uac00\uc18d\ud654\ud558\uba74\uc11c \ubca0\ud2b8\ub0a8\uc740 \uc9c0\uc5ed \uc778\ud504\ub77c \uacbd\uc7c1\uc5d0\uc11c \uc911\uc694\ud55c \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uac15\ub825\ud55c \ub514\uc9c0\ud138 \uc131\uc7a5\uacfc \uc9c4\ud654\ud558\ub294 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \ud798\uc785\uc5b4 \ubca0\ud2b8\ub0a8\uc758 \ub370\uc774\ud130\uc13c\ud130 \uc2dc\uc7a5\uc740 \ud5a5\ud6c4 10\ub144\uac04 \uae09\uc18d\ub3c4\ub85c \uc131\uc7a5\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \ubca0\ud2b8\ub0a8\uc758 AI \uac1c\ubc1c \uc804\ub7b5\uacfc \ub514\uc9c0\ud138 \uc804\ud658\uc744 \uc2e4\ud604\ud558\ub294 \ub370 \ud575\uc2ec\uc801\uc778 \uc5ed\ud560\uc744 \ud560 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uc2dc\uc7a5 \ud604\ud669<\/strong><\/h3>\n

\ubca0\ud2b8\ub0a8\uc758 \ub370\uc774\ud130\uc13c\ud130 \uc0b0\uc5c5\uc740 \ucd08\uae30 \ub2e8\uacc4\uc774\uc9c0\ub9cc \ube60\ub974\uac8c \uc131\uc7a5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ucd1d \uc6b4\uc601 \uc6a9\ub7c9\uc740 2025\ub144\uc5d0 104MW\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. [1]<\/a>\uc0c1\ud558\uc774\uc758 1,071MW\uc758 \uc57d 10\ubd84\uc758 1 \uc218\uc900\uc774\uace0 \uc2f1\uac00\ud3ec\ub974\uc758 738MW\uc5d0\ub294 \ud6e8\uc52c \ubabb \ubbf8\uce58\uc9c0\ub9cc, \uc131\uc7a5\uc138\ub294 \ub9e4\uc6b0 \uac00\ud30c\ub974\ub2e4. 2030\ub144 \uc774\ud6c4 \uacc4\ud68d\ub41c \ucd94\uac00 \uc6a9\ub7c9\uc740 589MW\uc5d0 \ub2ec\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 \uc804\uccb4 \uc2dc\uc7a5 \uaddc\ubaa8\uac00 5.6\ubc30 \uc99d\uac00\ud558\ub294 \uac83\uc744 \uc758\ubbf8\ud55c\ub2e4. \ud2b9\ud788 \ud638\uce58\ubbfc\uc2dc\ub294 811%, \uc61b \ube48\uc988\uc5c9\uc131\uc740 1,071% \uc99d\uac00\ud560 \uac83\uc73c\ub85c \uc804\ub9dd\ub41c\ub2e4.[2]<\/a>\ubca0\ud2b8\ub0a8 \uc778\ud130\ub137 \ud611\ud68c(VIA)\ub294 \uc0c1\ud55c\uc120\uc744 \ub354 \ub192\uac8c \uc7a1\uace0, \uac19\uc740 \uae30\uac04 \ub3d9\uc548 \ucd1d \uc6a9\ub7c9\uc774 1,000MW\uc5d0 \uc721\ubc15\ud560 \uc218 \uc788\ub2e4\uace0 \uc804\ub9dd\ud569\ub2c8\ub2e4. \ud604\uc7ac \uaddc\ubaa8\uc640 \uacc4\ud68d\ub41c \ubb3c\ub7c9 \uc0ac\uc774\uc758 \uc774\ub7ec\ud55c \uaca9\ucc28\uac00 \ubc14\ub85c \uad6d\uc81c \uc790\ubcf8\uc744 \ub04c\uc5b4\ub4e4\uc774\ub294 \uc694\uc778\uc785\ub2c8\ub2e4.<\/p>\n

\ubca0\ud2b8\ub0a8\uc758 \ub370\uc774\ud130\uc13c\ud130 \uc6b4\uc601 \uc6a9\ub7c9(MW)<\/strong><\/p>\n

\"\"<\/em><\/p>\n

\ucd9c\ucc98: CBRE 2025 \ubcf4\uace0\uc11c [3]<\/a><\/em><\/p>\n

\uc218\uc694\ub294 \ub450 \uac00\uc9c0 \uc218\ub834\ud558\ub294 \ud798, \uc989 \uad11\ubc94\uc704\ud55c \ub514\uc9c0\ud138 \uacbd\uc81c\uc640 \uc778\uacf5\uc9c0\ub2a5(AI)\uc758 \ud2b9\uc218\ud55c \uc778\ud504\ub77c \uc694\uad6c \uc0ac\ud56d\uc5d0 \uc758\ud574 \ud615\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uc740 2024\ub144 \ucd08\uc5d0 \uc57d 7,900\ub9cc \uba85\uc758 \uc778\ud130\ub137 \uc0ac\uc6a9\uc790\ub97c \ubcf4\uc720\ud588\uc73c\uba70, \uc774\ub294 79.1%\uc758 \uc778\ud130\ub137 \ubcf4\uae09\ub960\uc744 \ub098\ud0c0\ub0c5\ub2c8\ub2e4. [4]<\/a>\uc774\ub7ec\ud55c \uc0ac\uc6a9\uc790 \uae30\ubc18\uc744 \uc9c0\uc6d0\ud558\ub294 \ud50c\ub7ab\ud3fc, \uc989 \uc804\uc790\uc0c1\uac70\ub798, \ub514\uc9c0\ud138 \ubc45\ud0b9, \uc2a4\ud2b8\ub9ac\ubc0d, \uadf8\ub9ac\uace0 \uc81c\uc870, \uae08\uc735, \uc18c\ub9e4 \ubd84\uc57c\uc5d0\uc11c \ud655\uc7a5\ub418\uace0 \uc788\ub294 AI \uae30\ubc18 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uae30\uc874 \uc778\ud504\ub77c\uac00 \uc544\uc9c1 \ub300\uaddc\ubaa8\ub85c \ucc98\ub9ac\ud560 \uc218 \uc5c6\ub294 \uc591\uc758 \ub370\uc774\ud130\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4. \uba38\uc2e0\ub7ec\ub2dd \ubaa8\ub378 \ud559\uc2b5, \ub300\uaddc\ubaa8 \ucd94\ub860, \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4\ub294 \ubaa8\ub450 \ubca0\ud2b8\ub0a8\uc774 \uc774\uc81c \ub9c9 \uad6c\ucd95\ud558\uae30 \uc2dc\uc791\ud55c \uace0\ubc00\ub3c4, \uc800\uc9c0\uc5f0 \uc2dc\uc124\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4. CBRE\uc758 \ubca0\ud2b8\ub0a8 \ub370\uc774\ud130\uc13c\ud130 \ubcf4\uace0\uc11c\ub294 AI \ub3c4\uc785\uc744 \ub370\uc774\ud130\uc13c\ud130 \uc6a9\ub7c9\uc5d0 \ub300\ud55c \uc7a5\uae30\uc801\uc778 \uc218\uc694 \uc99d\uac00\uc758 \uc8fc\uc694 \uad6c\uc870\uc801 \ub3d9\uc778\uc73c\ub85c \uc9c0\ubaa9\ud569\ub2c8\ub2e4.<\/p>\n

Vietnam\u2019s Internet Usage Status<\/strong><\/p>\n

\"Vietnam\u2019s<\/p>\n

\ucd9c\ucc98: CBRE \ub514\uc9c0\ud138 \ubcf4\uace0\uc11c 2025, datareportal [5]<\/a><\/em><\/p>\n

\ubca0\ud2b8\ub0a8\uc5d0\ub294 \ud604\uc7ac \ucd1d 221MW\uc758 \uc804\ub825 \uc6a9\ub7c9\uc744 \uac16\ucd98 41\uac1c\uc758 \ub370\uc774\ud130\uc13c\ud130\uac00 \uc6b4\uc601 \uc911\uc774\uba70, 12\uac1c\uc758 \ub370\uc774\ud130\uc13c\ud130 \ud22c\uc790 \uae30\uc5c5\uc774 \uc2dc\uc7a5\uc5d0 \ucc38\uc5ec\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.[6]<\/a>\uc2dc\uc7a5\uc740 \uc5ec\uc804\ud788 \uc18c\uc218\uc758 \uc5c5\uccb4\uc5d0 \uc9d1\uc911\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. \uc8fc\ub85c \uad6d\uc601 \ud1b5\uc2e0 \uc0ac\uc5c5\uc790\uc778 5\uac1c \uc8fc\uc694 \uc5c5\uccb4\uac00 \uc804\uccb4 \uc6a9\ub7c9 97%\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc73c\uba70, Viettel IDC\uac00 41%(42MW)\ub85c \uc120\ub450\ub97c \ub2ec\ub9ac\uace0 \uc788\uace0, VNPT\uac00 25MW\ub85c \uadf8 \ub4a4\ub97c \uc787\uace0 \uc788\uc2b5\ub2c8\ub2e4.. <\/u>\uc774\ub7ec\ud55c \uc9d1\uc911 \ud604\uc0c1\uc740 \uc2e4\uc9c8\uc801\uc778 \uc9c4\uc785 \uc7a5\ubcbd\uc744 \ubc18\uc601\ud558\uc9c0\ub9cc, \uaddc\uc81c \ud658\uacbd\uc740 \ubcc0\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2024\ub144 7\uc6d4\uc5d0 \ubc1c\ud6a8\ub41c \ubca0\ud2b8\ub0a8 \ud1b5\uc2e0\ubc95\uc740 \uc678\uad6d \uae30\uc5c5\uc774 \ub370\uc774\ud130 \uc13c\ud130\ub97c \uc644\uc804\ud788 \uc18c\uc720\ud558\uace0 \uc6b4\uc601\ud560 \uc218 \uc788\ub3c4\ub85d \ud5c8\uc6a9\ud588\ub294\ub370, \uc774\ub7ec\ud55c \uad6c\uc870\uc801 \ubcc0\ud654\ub294 STT \ud154\ub808\ubbf8\ub514\uc5b4 \uae00\ub85c\ubc8c \ub370\uc774\ud130 \uc13c\ud130, \uc54c\ub9ac\ubc14\ubc14, \ud55c\uad6d\uc758 \ud6a8\uc131 \ub4f1 \uc5ec\ub7ec \uae30\uc5c5\uc758 \ud574\uc678 \uc9c4\ucd9c \uad00\uc2ec\uc744 \uc9c1\uc811\uc801\uc73c\ub85c \ucd09\ubc1c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n

\ubca0\ud2b8\ub0a8 \ub370\uc774\ud130\uc13c\ud130 \uc8fc\uc694 \uc5c5\uccb4<\/strong><\/p>\n\n\n\n\n\n\n\n\n
\uc774\ub984<\/strong><\/td>\n\uc18c\uc720\uc790<\/strong><\/td>\n\uc9c0\uc5ed <\/strong>(\uc81c\uacf1\ubbf8\ud130)<\/em><\/td>\n\uc6a9\ub7c9 <\/strong>(MW)<\/em><\/td>\n\ubca0\ud2b8\ub0a8 \uc8fc\uc2dd <\/strong>(%)<\/em><\/td>\n<\/tr>\n
\ube44\uc5d0\ud154 IDC<\/td>\n\uad6d\uc720\uae30\uc5c5<\/td>\n47,500<\/td>\n42<\/td>\n41<\/td>\n<\/tr>\n
VNPT<\/td>\n\uad6d\uc720\uae30\uc5c5<\/td>\n52,200<\/td>\n25<\/td>\n24<\/td>\n<\/tr>\n
CMC \ud154\ub808\ucf64<\/td>\n\ud569\uc791 \ud22c\uc790<\/td>\n17,750<\/td>\n13<\/td>\n12<\/td>\n<\/tr>\n
FPT \ud154\ub808\ucf64<\/td>\n\uacf5\uacf5\uae30\uc5c5<\/td>\n8,837<\/td>\n12<\/td>\n11<\/td>\n<\/tr>\n
VNG \ud074\ub77c\uc6b0\ub4dc<\/td>\n\ubbfc\uac04 \uae30\uc5c5<\/td>\n7,800<\/td>\n10<\/td>\n9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\ucd9c\ucc98: CBRE \ub514\uc9c0\ud138 \ubcf4\uace0\uc11c 2025 [3]<\/em><\/p>\n

\ubca0\ud2b8\ub0a8 \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5\uc758 \uc6d0\ub3d9\ub825<\/strong><\/h3>\n

\ubca0\ud2b8\ub0a8 \ub370\uc774\ud130\uc13c\ud130 \uc2dc\uc7a5\uc758 \uae09\uc18d\ud55c \uc131\uc7a5\uc740 \ub514\uc9c0\ud138 \uc804\ud658, \uae30\uc220 \ub3c4\uc785, \uad6d\uac00 \ubc1c\uc804 \uc804\ub7b5 \ub4f1 \uc5ec\ub7ec \uc0c1\ud638 \uc5f0\uad00\ub41c \uc694\uc778\uc5d0 \uc758\ud574 \uc8fc\ub3c4\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

- \uc0b0\uc5c5 \uc804\ubc18\uc5d0 \uac78\uce5c \uae09\uc18d\ud55c \ub514\uc9c0\ud138\ud654: <\/strong>\ubca0\ud2b8\ub0a8\uc758 \ub514\uc9c0\ud138 \uacbd\uc81c\ub294 2024\ub144\uc5d0 \uc57d 20%\uc758 \uc131\uc7a5\ub960\uc744 \uae30\ub85d\ud558\uba70 GDP\uc758 18.3%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4[7]<\/a> . \uc774\ub294 \ubca0\ud2b8\ub0a8 \uc804\uccb4 \uacbd\uc81c \uc131\uc7a5\ub960\uc758 3\ubc30\uc5d0 \ub2ec\ud558\ub294 \uc218\uce58\ub85c, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud558\ub294 \ub514\uc9c0\ud138 \uacbd\uc81c\ub85c \uc790\ub9ac\ub9e4\uae40\ud560 \uac83\uc785\ub2c8\ub2e4. \uc81c\uc870\uc5c5, \uae08\uc735, \uc18c\ub9e4\uc5c5, \ubb3c\ub958 \ub4f1 \ub2e4\uc591\ud55c \ubd84\uc57c\uc758 \uae30\uc5c5\ub4e4\uc774 \ub514\uc9c0\ud138 \ud50c\ub7ab\ud3fc\uc744 \ube60\ub974\uac8c \ub3c4\uc785\ud558\uba74\uc11c \uae30\uc874 \uc778\ud504\ub77c\ub85c\ub294 \uac10\ub2f9\ud560 \uc218 \uc5c6\ub294 \uc218\uc900\uc758 \ub370\uc774\ud130 \uc591\uc774 \uc0dd\uc131\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ubcc0\ud654\uc758 \uaddc\ubaa8\ub294 \ud2b9\ud788 \uc0c1\uac70\ub798 \ubd84\uc57c\uc5d0\uc11c \ub450\ub4dc\ub7ec\uc9c0\uac8c \ub098\ud0c0\ub0a9\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uc758 \uc804\uc790\uc0c1\uac70\ub798 \uc2dc\uc7a5 \uaddc\ubaa8\ub294 2024\ub144 250\uc5b5 \ub2ec\ub7ec\uc5d0 \ub2ec\ud558\uba70, \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \uc138 \ubc88\uc9f8\ub85c \ud070 \uaddc\ubaa8\ub97c \uc790\ub791\ud569\ub2c8\ub2e4. \ub610\ud55c \uc628\ub77c\uc778 \uc18c\ub9e4 \ud310\ub9e4\uac00 \uc804\uccb4 \uc18c\ub9e4 \ud310\ub9e4\uc758 9%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\ub294\ub370, \uc774\ub294 2016\ub144\ubd80\ud130 2027\ub144\uae4c\uc9c0\uc758 5.5%\uc5d0\uc11c \ud06c\uac8c \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4.[8]<\/a>\uc774\ub7ec\ud55c \ubaa8\ub4e0 \uac70\ub798, \uad6c\ub9e4 \ubc0f \ub514\uc9c0\ud138 \uc0c1\ud638 \uc791\uc6a9\uc740 \ucc98\ub9ac, \uc800\uc7a5 \ubc0f \ubcf4\uc548\uc774 \ud544\uc694\ud55c \ub370\uc774\ud130\ub97c \uc0dd\uc131\ud558\uba70, \uc774\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uc6a9\ub7c9\uacfc \uace0\uc18d \uc5f0\uacb0\uc5d0 \ub300\ud55c \uad6c\uc870\uc801\uc778 \uc218\uc694\ub97c \ub204\uc801\uc801\uc73c\ub85c \uc99d\uac00\uc2dc\ud0b5\ub2c8\ub2e4.<\/p>\n

\uae30\uc5c5\ub4e4\uc774 \uc6b4\uc601\uc744 \ub514\uc9c0\ud138\ud654\ud568\uc5d0 \ub530\ub77c \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \uc11c\ube44\uc2a4\uc640 \uc5d4\ud130\ud504\ub77c\uc774\uc988 \ub370\uc774\ud130 \ud50c\ub7ab\ud3fc\uc5d0 \ub300\ud55c \uc218\uc694\uac00 \uc9c0\uc18d\uc801\uc73c\ub85c \uc99d\uac00\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ucd94\uc138\ub294 \ub300\uaddc\ubaa8 \ub370\uc774\ud130 \ucc98\ub9ac\uc640 \uace0\uc18d \uc5f0\uacb0\uc744 \uc9c0\uc6d0\ud560 \uc218 \uc788\ub294 \ub370\uc774\ud130 \uc13c\ud130 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uac15\ub825\ud55c \uc218\uc694\ub97c \ucc3d\ucd9c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\u2013 \uc778\uacf5\uc9c0\ub2a5 \ub3c4\uc785 \uc99d\uac00: <\/strong>AI \ub3c4\uc785\uc740 \ub370\uc774\ud130 \uc13c\ud130 \uc218\uc694\ub97c \ucd09\uc9c4\ud558\ub294 \uac00\uc7a5 \uac15\ub825\ud55c \uc778\ud504\ub77c \uc9d1\uc57d\uc801 \uc694\uc778\uc73c\ub85c \ube60\ub974\uac8c \ubd80\uc0c1\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uc740 \ub610\ud55c \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \uc628\ub77c\uc778 \ubbf8\ub514\uc5b4 \uc131\uc7a5\uc744 \uc120\ub3c4\ud558\uace0 \uc788\uc73c\uba70, 2024\ub144\uc5d0\ub294 \ucd1d \uc0c1\ud488 \uac70\ub798\uc561(GMV)\uc774 60\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc608\uc0c1\ub429\ub2c8\ub2e4. AI \uae30\ubc18 \uc560\ud50c\ub9ac\ucf00\uc774\uc158\uc740 \uc804\uc790\uc0c1\uac70\ub798, \ubb3c\ub958, \uae08\uc735 \uc11c\ube44\uc2a4 \uc804\ubc18\uc5d0 \uac78\uccd0 \uac00\uc18d\ud654\ub418\ub294 \uc18d\ub3c4\ub85c \ub3c4\uc785\ub418\uace0 \uc788\uc2b5\ub2c8\ub2e4.7<\/sup>\uba38\uc2e0\ub7ec\ub2dd \ubaa8\ub378\uc740 \ud559\uc2b5\uacfc \ubc30\ud3ec \ubaa8\ub450\uc5d0 \uc0c1\ub2f9\ud55c \ucef4\ud4e8\ud305 \uc131\ub2a5\uc744 \uc694\uad6c\ud558\uba70, \ud2b9\uc218 GPU \ud558\ub4dc\uc6e8\uc5b4\uc640 \ub300\uaddc\ubaa8 \ub3c5\uc810 \ub370\uc774\ud130\uc14b\uc744 \ud544\uc694\ub85c \ud569\ub2c8\ub2e4. \uc774\ub294 \uc77c\ubc18\uc801\uc778 \uc0c1\uc6a9 \ud074\ub77c\uc6b0\ub4dc \ud658\uacbd\uc5d0\uc11c\ub294 \uc9c0\uc6d0\uc774 \uc5b4\ub835\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uc740 \ub514\uc9c0\ud138 \uacbd\uc81c \ubc1c\uc804\uc744 \uc704\ud55c \uad6d\uac00 \uc804\ub7b5\uc744 \ud1b5\ud574 2025\ub144\uae4c\uc9c0 GDP\uc758 20%, 2030\ub144\uae4c\uc9c0 30%\ub97c \ub514\uc9c0\ud138 \uacbd\uc81c\uac00 \ucc28\uc9c0\ud558\ub3c4\ub85d \uc131\uc7a5\uc2dc\ud0a4\uace0\uc790 \ud569\ub2c8\ub2e4. [9]<\/a> \uc774\ub7ec\ud55c \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\uae30 \uc704\ud574\uc11c\ub294 \uc778\uacf5\uc9c0\ub2a5(AI)\uc5d0 \ucd5c\uc801\ud654\ub41c \uace0\ubc00\ub3c4 \ucef4\ud4e8\ud305 \uc778\ud504\ub77c\uc758 \ud655\ucda9\uc774 \ud544\uc218\uc801\uc785\ub2c8\ub2e4.<\/p>\n

\u2013 \uacbd\uc7c1\ub825 \uc788\ub294 \uac1c\ubc1c \ube44\uc6a9: <\/strong>\ub2e4\ub978 \uc8fc\uc694 \uc544\uc2dc\uc544 \uae30\uc220 \ud5c8\ube0c\uc640 \ube44\uad50\ud588\uc744 \ub54c, \ubca0\ud2b8\ub0a8\uc740 \ub370\uc774\ud130 \uc13c\ud130 \uac1c\ubc1c\uc5d0 \uc788\uc5b4 \ub0ae\uc740 \uac74\uc124 \ubc0f \uc6b4\uc601 \ube44\uc6a9\uc744 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ud1a0\uc9c0 \ud655\ubcf4 \uc6a9\uc774\uc131, \uacbd\uc7c1\ub825 \uc788\ub294 \uc778\uac74\ube44, \uadf8\ub9ac\uace0 \ud655\uc7a5 \uc911\uc778 \uc5d0\ub108\uc9c0 \uc778\ud504\ub77c\ub294 \ubca0\ud2b8\ub0a8\uc744 \ub300\uaddc\ubaa8 \ub370\uc774\ud130 \uc13c\ud130 \ud22c\uc790\ub97c \uacc4\ud68d\ud558\ub294 \uae30\uc5c5\ub4e4\uc5d0\uac8c \ub9e4\ub825\uc801\uc778 \ubaa9\uc801\uc9c0\ub85c \ub9cc\ub4e4\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc774\ub7ec\ud55c \uc774\uc810\ub4e4\uc740 \uad6d\ub0b4 \ud1b5\uc2e0 \ud68c\uc0ac\uc640 \uc678\uad6d \ud22c\uc790\uc790 \ubaa8\ub450\uac00 \ubca0\ud2b8\ub0a8\uc758 \uc778\ud504\ub77c \uc6a9\ub7c9\uc744 \ud655\uc7a5\ud558\ub3c4\ub85d \uc7a5\ub824\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc815\ubd80\uc758 \ub514\uc9c0\ud138 \uc778\ud504\ub77c \uc9c0\uc6d0<\/strong><\/h3>\n

\ubca0\ud2b8\ub0a8 \uc815\ubd80\uc758 \ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5\uc5d0 \ub300\ud55c \uc5ed\ud560\uc740 \uaddc\uc81c\ub97c \ub118\uc5b4\uc12d\ub2c8\ub2e4. \uc815\ubd80\ub294 \uc9c1\uc811\uc801\uc778 \uc778\ud504\ub77c \uad6c\ucd95\uc790\uc77c \ubfd0\ub9cc \uc544\ub2c8\ub77c, \uad6d\uac00\uc758 \uc778\uacf5\uc9c0\ub2a5(AI) \uc57c\ub9dd\uc744 \uc2e4\ud604\ud558\uae30 \uc704\ud55c \uc804\ub7b5\uc801 \uc870\ub825\uc790\uc774\uae30\ub3c4 \ud569\ub2c8\ub2e4. \ud22c\uc790 \uce21\uba74\uc5d0\uc11c, \uc815\ubd80\ub294 \ubca0\ud2b8\ub0a8 \ucd5c\ucd08\uc758 \uad6d\uac00 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc124\ub9bd\ud558\uc5ec \uad6d\uac00 \ucef4\ud4e8\ud305 \uc778\ud504\ub77c\uc758 \ud575\uc2ec \uacc4\uce35\uc5d0 \ub300\ud55c \uc8fc\uad8c\uc801 \ud1b5\uc81c\uad8c\uc744 \uc720\uc9c0\ud558\uace0, AI\ub97c \ub514\uc9c0\ud138 \uacbd\uc81c\uc758 \uae30\ubc18\uc73c\ub85c\uc11c \uc804\ub825 \ubc0f \ud1b5\uc2e0\uacfc \uac19\uc740 \uad6d\uac00\uc801 \uc911\uc694\ub3c4\uc5d0 \uc900\ud558\ub294 \uc218\uc900\uc73c\ub85c \uac04\uc8fc\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n

\uc815\ucc45 \uce21\uba74\uc5d0\uc11c, 2024\ub144 12\uc6d4\uc5d0 \ubc1c\ud45c\ub41c \uacb0\uc758\uc548 57-NQ\/TW\ub294 \ubbfc\uac04 \ubc0f \uc678\uad6d\uc778 \ud22c\uc790\ub97c \ucd09\uc9c4\ud558\ub294 \uc804\ub7b5\uc801 \ud2c0\uc744 \uad6d\uac00 \ucc28\uc6d0\uc758 \uc778\ud504\ub77c \uad6c\ucd95\uacfc \ud568\uaed8 \ub9c8\ub828\ud588\uc2b5\ub2c8\ub2e4. \ub300\uaddc\ubaa8 \ubc0f AI \ub370\uc774\ud130 \uc13c\ud130\ub294 \uc774\uc81c \uc804\ub7b5\uc801 \uae30\uc220 \ud504\ub85c\uc81d\ud2b8\ub85c \ubd84\ub958\ub418\uc5b4 \uc2e0\uc18d \uc778\ud5c8\uac00 \ub300\uc0c1\uc774 \ub418\uba70, \uc774\ub97c \ud1b5\ud574 \uac74\uc124 \uae30\uac04\uc744 9\uac1c\uc6d4\uc5d0\uc11c 12\uac1c\uc6d4\uae4c\uc9c0 \ub2e8\ucd95\ud560 \uc218 \uc788\uc744 \ubfd0 \uc544\ub2c8\ub77c 5%\ub77c\ub294 \ub0ae\uc740 \uc6b0\ub300 \ubc95\uc778 \uc18c\ub4dd\uc138\uc728 \ud61c\ud0dd\uc744 \ubc1b\uac8c \ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub450 \uac00\uc9c0 \ucd95, \uc989 \uad6d\uac00 \uc8fc\ub3c4 \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc9c1\uc811\uc801\uc778 \uad6d\uac00 \ud22c\uc790\uc640 \uc0c1\uc5c5 \uc6b4\uc601\uc790\ub97c \uc704\ud55c \ud48d\ubd80\ud55c \uc778\uc13c\ud2f0\ube0c \ud658\uacbd\uc740 \ubca0\ud2b8\ub0a8\uc774 2030\ub144\uae4c\uc9c0 \ub3d9\ub0a8\uc544\uc2dc\uc544 AI \uc5f0\uad6c \uac1c\ubc1c \ubd84\uc57c\uc5d0\uc11c \uc0c1\uc704 3\uac1c\uad6d\uc5d0 \uc9c4\uc785\ud558\ub824\ub294 \ubaa9\ud45c\ub97c \ub2ec\uc131\ud558\ub294 \ub370 \ud544\uc694\ud55c \uc870\uac74\uc744 \uc870\uc131\ud569\ub2c8\ub2e4.<\/p>\n

\ub370\uc774\ud130\uc13c\ud130 \ud655\uc7a5\uc774 \ubca0\ud2b8\ub0a8 AI \uc0dd\ud0dc\uacc4\uc5d0 \ubbf8\uce58\ub294 \uc601\ud5a5<\/strong><\/h3>\n

\uc778\uacf5\uc9c0\ub2a5(AI)\uc758 \ud2b9\uc218\ud55c \uae30\uc220\uc801 \uc694\uad6c\uc0ac\ud56d\uc73c\ub85c \uc778\ud574 \ub370\uc774\ud130\uc13c\ud130\uc758 \ubcf8\uc9c8\uc801\uc778 \uc7ac\uad6c\uc0c1\uc774 \ubd88\uac00\ud53c\ud574\uc84c\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8 \ud074\ub77c\uc6b0\ub4dc \ucef4\ud4e8\ud305 \ubc0f \ub370\uc774\ud130\uc13c\ud130 \ud074\ub7fd\uc758 \ub808 \ud638\uc544\uc774 \ub0a8 \ud68c\uc7a5\uc740 AI \ub370\uc774\ud130\uc13c\ud130\uac00 \uae30\uc874 \uc2dc\uc124\uacfc\ub294 \ud06c\uac8c \ub2e4\ub974\uba70, \uace0\uc18d \ub0b4\ubd80 \uc5f0\uacb0, \ud2b9\uc218 \ud558\ub4dc\uc6e8\uc5b4, \ubaa8\ub378 \ud559\uc2b5\uc5d0 \ucd5c\uc801\ud654\ub41c \uc124\uacc4 \ub4f1\uc744 \uc694\uad6c\ud558\uae30 \ub54c\ubb38\uc5d0 \uae30\uc874 \uc124\uacc4 \ubc0f \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc7ac\ud3c9\uac00\uac00 \ud544\uc218\uc801\uc774\ub77c\uace0 \uc9c0\uc801\ud588\uc2b5\ub2c8\ub2e4.[10]<\/a><\/p>\n

\ud574\uc678 \uae30\uc5c5\ub4e4\uc740 \uad6c\uccb4\uc801\uc778 \ud22c\uc790\ub85c \uc751\ub2f5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. NVIDIA\ub294 FPT\uc640 \ud611\ub825\ud558\uc5ec \ud558\ub178\uc774\uc5d0 2\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\uc758 AI \uacf5\uc7a5\uc744 \uc124\ub9bd\ud588\uc73c\uba70, \uc774 \uacf5\uc7a5\uc740 2024\ub144 11\uc6d4\ubd80\ud130 \uac00\ub3d9\ub420 \uc608\uc815\uc785\ub2c8\ub2e4. \ub610\ud55c GreenNode\uc640 \ud611\ub825\ud558\uc5ec \ud0c4\ud22c\uc548 \ub370\uc774\ud130 \ud5c8\ube0c\uc758 AI \uc778\ud504\ub77c\ub97c \uac15\ud654\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. [11]<\/u><\/a>.<\/u> \ud55c\ud3b8, \ube44\uc5e3\ud154\uc740 \uc5d4\ube44\ub514\uc544\uc640 \ud611\ub825\ud558\uc5ec \uc57d 800\ub300\uc758 \uc288\ud37c\ucef4\ud4e8\ud130\uc640 6,000\uac1c\uc758 GPU \uce74\ub4dc\ub97c \ud1b5\ud569\ud55c \uc778\ud504\ub77c\ub97c \uac1c\ubc1c\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. [12]<\/u><\/a> \ubca0\ud2b8\ub0a8\uc774 \uc778\uacf5\uc9c0\ub2a5 \uc6cc\ud06c\ub85c\ub4dc\ub97c \uc2f1\uac00\ud3ec\ub974\ub098 \ub3c4\ucfc4\ub97c \uac70\uce58\uc9c0 \uc54a\uace0 \uad6d\ub0b4\uc5d0\uc11c \ucc98\ub9ac\ud560 \uc218 \uc788\ub3c4\ub85d \ud3ec\uc9c0\uc154\ub2dd\ud558\ub294 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\uae30\uc5c5 \ubd80\ubb38\uc5d0\uc11c \ubca0\ud2b8\ub0a8\uc758 \uad6d\ub0b4 \ud074\ub77c\uc6b0\ub4dc \uc2dc\uc7a5\uc740 2029\ub144\uae4c\uc9c0 25\uc5b5 \ub2ec\ub7ec\uc5d0 \uc774\ub97c \uac83\uc73c\ub85c \uc804\ub9dd\ub429\ub2c8\ub2e4.[13]<\/a>\ud074\ub77c\uc6b0\ub4dc \ud50c\ub7ab\ud3fc\uc774 \uc911\uc18c\uae30\uc5c5\uc744 \uc704\ud55c \uc8fc\uc694 AI \uc81c\uacf5 \ucc44\ub110 \uc5ed\ud560\uc744 \ud558\uace0 \uc788\ub294 \uac00\uc6b4\ub370, 2028\ub144\uc5d0\ub294 AI\uac00 \uc804\uccb4 \ub370\uc774\ud130\uc13c\ud130 \uc5d0\ub108\uc9c0 \uc18c\ube44\ub7c9\uc758 15~20%\ub97c \ucc28\uc9c0\ud560 \uac83\uc73c\ub85c \uc608\uc0c1\ub418\uba70, \uc774\ub294 2023\ub144\uc758 8%\uc5d0\uc11c \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4.10<\/sup>\uc55e\uc73c\ub85c \ud3bc\uccd0\uc9c8 \uc778\ud504\ub77c \uacbd\uc7c1\uc740 \uc5ec\ub7ec \ub2e8\uacc4\ub97c \uac70\uccd0 \uad6c\ucd95\ub420 \uac83\uc785\ub2c8\ub2e4. \ud558\uc774\ud37c\uc2a4\ucf00\uc77c \ud5c8\ube0c, \ubcf4\uc870 \uc2dc\uc124, \uadf8\ub9ac\uace0 \uc804\uad6d \uc81c\uc870 \ub2e8\uc9c0, \ubcd1\uc6d0, \uc2a4\ub9c8\ud2b8 \uc2dc\ud2f0 \ud50c\ub7ab\ud3fc\uc5d0 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uc0c8\ub85c\uc6b4 \uc5e3\uc9c0 \ub808\uc774\uc5b4\uac00 \uadf8 \uc608\uc785\ub2c8\ub2e4.<\/p>\n

\uc885\ud569\uc801\uc73c\ub85c \ubcfc \ub54c, \uc815\ubd80\uc758 \ud601\uc2e0\uc801\uc778 \ub370\uc774\ud130\uc13c\ud130 \ubc1c\uc804 \uaddc\uc81c \ud504\ub808\uc784\uc6cc\ud06c\uc640 \uad6d\uc81c \uae30\uc220 \uae30\uc5c5\ub4e4\uc758 \uc5f4\uc815\uc801\uc778 \uc9c0\uc6d0 \ub355\ubd84\uc5d0 \ubca0\ud2b8\ub0a8\uc740 \ub3d9\ub0a8\uc544\uc2dc\uc544\uc5d0\uc11c \uac00\uc7a5 \uc720\ub9dd\ud55c \ub370\uc774\ud130\uc13c\ud130 \ud5c8\ube0c\ub85c \uc131\uc7a5\ud588\uc2b5\ub2c8\ub2e4. \ubca0\ud2b8\ub0a8\uc758 \ub370\uc774\ud130\uc13c\ud130 \ubd90\uc740 \uc778\uacf5\uc9c0\ub2a5(AI) \uc0b0\uc5c5 \uc778\ud504\ub77c \ud655\uc7a5\uc758 \uc2dc\uc791\uc744 \uc54c\ub9ac\ub294 \uc2e0\ud638\ud0c4\uc774\uba70, \uc774\ub294 \ud5a5\ud6c4 \uacbd\uc81c \uc131\uc7a5\uc758 \ubc29\ud5a5\uc744 \uacb0\uc815\uc9d3\ub294 \uc911\uc694\ud55c \uc694\uc18c\uac00 \ub420 \uac83\uc785\ub2c8\ub2e4.<\/p>\n

\ub354 \uc77d\uc5b4\ubcf4\uae30<\/strong><\/h3>\n

\ubca0\ud2b8\ub0a8 \uc758\ub8cc \ubd80\ubb38\uc758 \ub514\uc9c0\ud138 \uc804\ud658<\/a><\/p><\/blockquote>\n