{"id":23763,"date":"2025-04-18T05:02:45","date_gmt":"2025-04-17T20:02:45","guid":{"rendered":"https:\/\/www.sanctionlab.com\/?p=23763"},"modified":"2025-04-19T08:30:08","modified_gmt":"2025-04-18T23:30:08","slug":"%e7%be%8e-h20-%ec%88%98%ec%b6%9c-%ed%86%b5%ec%a0%9c%ec%97%90-%ec%97%94%eb%b9%84%eb%94%94%ec%95%84-%e4%b8%ad-%eb%a7%a4%ec%b6%9c-0%ec%9c%bc%eb%a1%9c-%eb%96%a8%ec%96%b4%ec%a7%88-%ec%88%98%eb%8f%84","status":"publish","type":"post","link":"https:\/\/www.sanctionlab.com\/?p=23763","title":{"rendered":"\u7f8e H20 \uc218\ucd9c \ud1b5\uc81c\uc5d0 “\uc5d4\ube44\ub514\uc544, \u4e2d \ub9e4\ucd9c ‘0’\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uc218\ub3c4”"},"content":{"rendered":"

| \u4e2d, ‘\ub525\uc2dc\ud06c \uc18c\ud06c’ \uac70\uce58\uba74\uc11c AI \ubc18\ub3c4\uccb4 \uc218\uc694 \uae09\uc99d… \uc790\uad6d\uc0b0 \ubc18\ub3c4\uccb4\ub85c \ub300\uccb4 \uc2dc\ub3c4
\n| \uc820\uc2a8 \ud669, \u4e2d \ubc29\ubb38… “\uc55e\uc73c\ub85c \uacc4\uc18d \u4e2d \uc2dc\uc7a5\uc5d0 \uc11c\ube44\uc2a4\ud560 \uac83”<\/h3>\n

<\uac1c\uc694><\/strong>
\n\ubbf8\uad6d \uc815\ubd80\uc758 \ub300\uc911 AI \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc5d4\ube44\ub514\uc544\uc758 \uc911\uad6d \ub9e4\ucd9c\uc774 \uac70\uc758 0\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uc218\ub3c4 \uc788\ub2e4\uace0 16\uc77c \uc0ac\uc6b0\uc2a4\ucc28\uc774\ub098\ubaa8\ub2dd\ud3ec\uc2a4\ud2b8\uc5d0\uc11c \ubcf4\ub3c4<\/a>\ud568. \ud55c\ud3b8 \ud574\ub2f9 \uc870\uce58\ub294 \uc911\uad6d \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 AI \uac1c\ubc1c \uc804\ub7b5\uc5d0\ub3c4 \ud070 \ud0c0\uaca9\uc744 \uc900 \uac83\uc73c\ub85c \uc54c\ub824\uc9d0. \uc774\uc5d0 \ub530\ub77c \uc911\uad6d\uc740 \uad6d\uc0b0 \ubc18\ub3c4\uccb4\ub85c\uc758 \uc804\ud658\uc744 \uac00\uc18d\ud654\ud558\uace0 \uc788\uc74c.<\/p>\n

<\uad6c\uccb4\uc801 \ub0b4\uc6a9><\/strong>
\n\ubbf8\uad6d \uc815\ubd80\ub294 \uc720\uba85 \ubc18\ub3c4\uccb4 \uc5c5\uccb4 \uc5d4\ube44\ub514\uc544(Nvidia)\uc758 H20 AI \ubc18\ub3c4\uccb4\ub97c \uc911\uad6d\uc5d0 \uc218\ucd9c\ud560 \ub54c \ubcc4\ub3c4 \ub77c\uc774\uc120\uc2a4\ub97c \uc694\uad6c\ud558\ub294 \uc870\uce58\ub97c \ubc1c\ud45c\ud588\uc74c. \uc5d4\ube44\ub514\uc544\ub294 \uc774\ubc88 \uaddc\uc81c\ub85c \uc778\ud574 \uc57d 55\uc5b5\ub2ec\ub7ec(\uc57d 7\uc8708018\uc5b5\uc6d0)\uc758 \uc190\uc2e4\uc744 \uc608\uc0c1\ud558\uace0 \uc788\uc74c. H20 \ubc18\ub3c4\uccb4\ub294 \uc774\ubbf8 \ubbf8\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c \ub300\uc0c1\uc774\uc5c8\ub358 A100, H100 \ub4f1 \uace0\uc131\ub2a5 AI \ubc18\ub3c4\uccb4\uc758 \ub300\uccb4\uc6a9\uc73c\ub85c \uc911\uad6d \uc2dc\uc7a5\uc5d0 \ub9de\ucda4\ud615\uc73c\ub85c \uc124\uacc4\ub41c GPU\uc784.<\/p>\n

\uc790\uc0ac\uc758 MI308 \ubc18\ub3c4\uccb4\ub3c4 \uc218\ucd9c \ud1b5\uc81c \ub300\uc0c1\uc73c\ub85c \uc9c0\uc815\ub41c AMD\ub294 \ucd5c\ub300 8\uc5b5\ub2ec\ub7ec(\uc57d 1\uc8701348\uc5b5\uc6d0)\uc758 \uc190\uc2e4\uc744 \uc608\uc0c1\ud558\uace0 \uc788\uc74c. AMD\ub294 \uc911\uad6d\uc5d0\uc11c \uc9c0\ub09c\ud574\uc5d0\ub9cc \uc57d 62\uc5b5\ub2ec\ub7ec(\uc57d 8\uc870\uc6d0)\uc758 \ub9e4\ucd9c\uc744 \uc62c\ub9b0 \ubc14 \uc788\ub294\ub370 \uc774\ub294 \uc804\uccb4 \ub9e4\ucd9c\uc758 24% \uc774\uc0c1\uc774 \ub418\ub294 \uc218\uce58\uc784.<\/p>\n

\uc774\uc640 \uad00\ub828\ud574 \uc560\ub110\ub9ac\uc2a4\ud2b8 \ube0c\ub77c\uc774\uc5b8 \ucf5c\ub810\ub85c(Brian Colello)\ub294 “\uc5d4\ube44\ub514\uc544\uc758 \uc911\uad6d \uc0ac\uc5c5\uc740 \uc9c0\ub09c\ud574 \uc804\uccb4 \ub9e4\ucd9c\uc758 \uc57d 10% \uc218\uc900\uc5d0\uc11c \uc62c\ud574 \uac70\uc758 \uc81c\ub85c(0)\uae4c\uc9c0 \ub5a8\uc5b4\uc9c8 \uac00\ub2a5\uc131\uc774 \ud07c”\uc774\ub77c\uace0 \ub9d0\ud588\uc74c. \ucf5c\ub810\ub85c\ub294 \ub610 \uc5d4\ube44\ub514\uc544\uc758 \ub9e4\ucd9c\uc5d0 \ub300\ud574 “\uac00\uae4c\uc6b4 \uc2dc\uc77c \ub0b4\uc5d0 \ubc18\ub4f1\uc774 \uc788\uc744 \uac83\uc73c\ub85c\ub294 \ubcf4\uc774\uc9c0 \uc54a\uc74c”\uc774\ub77c\uace0 \ubc1d\ud798.<\/p>\n

\uc774\ubc88 \uc870\uce58\ub85c \uc778\ud574 \ubc14\uc774\ud2b8\ub304\uc2a4\uc640 \ud150\uc13c\ud2b8 \ub4f1 \uc911\uad6d \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc774 \ud070 \ud0c0\uaca9\uc744 \uc785\uac8c \ub410\uc74c. \uc774\ub4e4 \uae30\uc5c5\uc740 H20\uc744 \ub300\uaddc\ubaa8 \uc5b8\uc5b4\ubaa8\ub378(LLM) \ud559\uc2b5\uc5d0 \ub110\ub9ac \ud65c\uc6a9\ud574 \uc628 \ubc14 \uc788\uc74c. \ud2b9\ud788 \ub450 \uae30\uc5c5\uc740 \uc9c0\ub09c\ud574 \uc5d4\ube44\ub514\uc544\uc5d0\uc11c \uac01\uac01 23\ub9cc \uac1c\uc758 H \uc2dc\ub9ac\uc988 \uce69\uc744 \uc8fc\ubb38\ud574 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc5d0 \uc774\uc5b4 \ub450 \ubc88\uc9f8\ub85c \ub9ce\uc740 \uc8fc\ubb38\ub7c9\uc744 \uae30\ub85d\ud55c \ubc14 \uc788\uc74c.<\/p>\n

\uc774\ubc88 \uaddc\uc81c\ub85c \uc778\ud574 \uc774\ub4e4 \uae30\uc5c5\uc740 \ud5a5\ud6c4 \ucda9\ubd84\ud55c \ucef4\ud4e8\ud305 \uc790\uc6d0\uc744 \ud655\ubcf4\ud558\uae30 \uc5b4\ub824\uc6cc\uc838 \ubaa8\ub378 \ud559\uc2b5\uacfc \uc81c\ud488 \uac1c\ubc1c \uc18d\ub3c4\uc5d0 \ucc28\uc9c8\uc774 \uc0dd\uae38 \uc804\ub9dd\uc784. \ucd5c\uadfc \uc911\uad6d \uc778\uacf5\uc9c0\ub2a5\uacc4\ub294 \ub525\uc2dc\ud06c(DeepSeek)\ub77c\ub294 \uc624\ud508\uc18c\uc2a4 AI \ubaa8\ub378\uc758 \uae09\ubd80\uc0c1\uc73c\ub85c H20 \uce69 \uc218\uc694\uac00 \ub354\uc6b1 \uc99d\uac00\ud55c \uc0c1\ud669\uc784. \ud55c\ud3b8 \uc774\ubc88 \uc870\uce58\ub294 \uc911\uad6d \ub0b4 \ubc18\ub3c4\uccb4 \uc790\ub9bd\ud654 \ub178\ub825\uc5d0 \ubd88\uc744 \uc9c0\ud544 \uac83\uc73c\ub85c \ubd84\uc11d\ub428.<\/p>\n

\ud604\uc7ac \ud654\uc6e8\uc774, \ud55c\uad11(Hygon), \uce78\ube0c\ub9ac\ucf58(Cambricon) \ub4f1\uc758 \uc911\uad6d\uc0b0 \ubc18\ub3c4\uccb4\uac00 \ub300\uccb4\uc7ac\ub85c \uc8fc\ubaa9\ubc1b\uace0 \uc788\uc74c. \uadf8\uc911 \ud654\uc6e8\uc774\uc758 \uc5b4\uc13c\ub4dc(Ascend) AI \ubc18\ub3c4\uccb4\ub294 \uc131\ub2a5\uacfc \uc0dd\ud0dc\uacc4 \uce21\uba74\uc5d0\uc11c \uc6b0\uc218\ud558\ub2e4\ub294 \ud3c9\uac00\ub97c \ubc1b\uc74c.<\/p>\n

\uc911\uad6d \uae30\uc5c5\ub4e4\ub3c4 AI \uc778\ud504\ub77c \ud601\uc2e0\uc744 \ud1b5\ud574 \uc678\uad6d \uc758\uc874\ub3c4\ub97c \ub0ae\ucd94\ub824\ub294 \ub178\ub825\uc744 \uac15\ud654 \uc911\uc5d0 \uc788\uc74c. \uc54c\ub9ac\ubc14\ubc14\ub294 \uacbd\ub7c9\ud654\ub41c AI \ucef4\ud4e8\ud305 \uc194\ub8e8\uc158 AI\uc2a4\ud0dd(AIStack)\uc744 \uace7 \uacf5\uac1c\ud560 \uc608\uc815\uc784. \uc774\uc640 \uad00\ub828\ud574 \uc54c\ub9ac\ubc14\ubc14\uc758 \ubaa8\uae30\uc5c5\uc778 \uc548\ud2b8\uadf8\ub8f9\uc740 \uc911\uad6d\uc0b0 GPU\ub9cc\uc73c\ub85c LLM \ud559\uc2b5\uc774 \uac00\ub2a5\ud558\uace0, \uc774\ub97c \ud1b5\ud574 \ube44\uc6a9\uc744 20% \uc808\uac10\ud588\ub2e4\uace0 \ubc1d\ud798.<\/p>\n

\ud55c\ud3b8 \uc820\uc2a8 \ud669 \uc5d4\ube44\ub514\uc544 \ucd5c\uace0\uacbd\uc601\uc790(CEO)\ub294 17\uc77c \ubca0\uc774\uc9d5\uc744 \ubc29\ubb38\ud574 \ubbf8 \uc815\ubd80\uc758 \ubc18\ub3c4\uccb4 \uc218\ucd9c \ud1b5\uc81c\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 \uc55e\uc73c\ub85c “\ud754\ub4e4\ub9bc \uc5c6\uc774 \uc911\uad6d \uc2dc\uc7a5\uc5d0 \uc11c\ube44\uc2a4\ud560 \uac83”\uc774\ub77c\uace0 \ubc1d\ud614\uc74c. \ud669 CEO\ub294 \uc911\uad6d \uace0\uac1d\uc5d0\uac8c \ub9de\ucda4\ud615 \uc81c\ud488\uc744 \uc81c\uacf5\ud558\uace0 \uaddc\uc81c\uc5d0 \ubd80\ud569\ud558\ub294 \uc2dc\uc2a4\ud15c\uc744 \uc9c0\uc18d\uc801\uc73c\ub85c \ucd5c\uc801\ud654\ud558\uaca0\ub2e4\ub294 \ubc29\uce68\uc744 \uc5b8\uae09\ud568.<\/p>\n

\ud669 CEO\ub294 \uc911\uad6d\uc758 \uc720\uba85 AI \uc2a4\ud0c0\ud2b8\uc5c5 \ub525\uc2dc\ud06c(Deepseek)\uc758 \ucc3d\uc5c5\uc790 \ub7c9\uc6d0\ud391\uc744 \ud3ec\ud568\ud55c \uc8fc\uc694 \uace0\uac1d\ub4e4\uacfc \ub9cc\ub098 \ubc18\ub3c4\uccb4 \uc124\uacc4\ub97c \ub17c\uc758\ud588\uace0, \ud5c8\ub9ac\ud391 \uc911\uad6d \uad6d\ubb34\uc6d0 \ubd80\ucd1d\ub9ac\uacfc\ub3c4 \ubcc4\ub3c4\ub85c \uba74\ub2f4\uc744 \uac00\uc84c\uc74c. \uc774\ubc88 \ud589\ubcf4\ub294 \uc5d4\ube44\ub514\uc544\uc640 \uc911\uad6d \ub2f9\uad6d \uac04 \uc0ac\uc804 \uc870\uc728\uc774 \uc788\uc5c8\uc744 \uac00\ub2a5\uc131\ub3c4 \uc81c\uae30\ub428.<\/p>\n

<\uc2dc\uc0ac\uc810><\/strong>
\n\ubbf8\uad6d\uc758 \uaddc\uc81c\uac00 \uc911\uad6d AI \uc0b0\uc5c5\uc5d0 \ub2e8\uae30 \ud0c0\uaca9\uc744 \uc904 \uc218 \uc788\uc73c\ub098, \uc911\uc7a5\uae30\uc801\uc73c\ub85c\ub294 \uad6d\uc0b0 \ubc18\ub3c4\uccb4 \uc0dd\ud0dc\uacc4 \uac15\ud654\uc640 \uae30\uc220 \uc790\ub9bd \uac00\uc18d\ud654\ub97c \uc720\ub3c4\ud558\ub294 \uacc4\uae30\uac00 \ub420 \uc218 \uc788\uc74c. \ud55c\ud3b8 \uc5d4\ube44\ub514\uc544\ub294 \ubbf8\uad6d\uc758 \uac15\ub825\ud55c \uc870\uce58\uc5d0\ub3c4 \uc911\uad6d \uc2dc\uc7a5\uc744 \uc2a4\uc2a4\ub85c \ud3ec\uae30\ud558\uc9c0 \uc54a\uc744 \uac83\uc73c\ub85c \ubd84\uc11d\ub428.<\/p>\n

(1\ubbf8\uad6d\ub2ec\ub7ec=1418\uc6d0)<\/p>\n","protected":false},"excerpt":{"rendered":"

| \u4e2d, ‘\ub525\uc2dc\ud06c \uc18c\ud06c’ \uac70\uce58\uba74\uc11c AI \ubc18\ub3c4\uccb4 \uc218\uc694 \uae09\uc99d… \uc790\uad6d\uc0b0 \ubc18\ub3c4\uccb4\ub85c \ub300\uccb4 \uc2dc\ub3c4 | \uc820\uc2a8 \ud669, \u4e2d \ubc29\ubb38… “\uc55e\uc73c\ub85c \uacc4\uc18d \u4e2d \uc2dc\uc7a5\uc5d0 \uc11c\ube44\uc2a4\ud560 \uac83” <\uac1c\uc694> \ubbf8\uad6d \uc815\ubd80\uc758 \ub300\uc911 AI \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc5d4\ube44\ub514\uc544\uc758 \uc911\uad6d \ub9e4\ucd9c\uc774 \uac70\uc758 0\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uc218\ub3c4 \uc788\ub2e4\uace0 16\uc77c \uc0ac\uc6b0\uc2a4\ucc28\uc774\ub098\ubaa8\ub2dd\ud3ec\uc2a4\ud2b8\uc5d0\uc11c \ubcf4\ub3c4\ud568. \ud55c\ud3b8 \ud574\ub2f9 \uc870\uce58\ub294 \uc911\uad6d \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 AI \uac1c\ubc1c \uc804\ub7b5\uc5d0\ub3c4 \ud070 \ud0c0\uaca9\uc744 […]<\/p>\n","protected":false},"author":98,"featured_media":7502,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4,612,614],"tags":[100,2328,4189,58,114,163,261,250,38],"class_list":{"0":"post-23763","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-sanction","8":"category-usa","9":"category-china","10":"tag-ai","11":"tag-ai-","12":"tag-amd","13":"tag-58","14":"tag-114","15":"tag-163","16":"tag-261","17":"tag-250","18":"tag-38"},"yoast_head":"\n\u7f8e H20 \uc218\ucd9c \ud1b5\uc81c\uc5d0 "\uc5d4\ube44\ub514\uc544, \u4e2d \ub9e4\ucd9c '0'\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uc218\ub3c4" SanctionLab<\/title>\n<meta name=\"description\" content=\"\ubbf8\uad6d \uc815\ubd80\uc758 \ub300\uc911 AI \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc5d4\ube44\ub514\uc544 \ub4f1\uc758 \uc190\ud574\uac00 \ub9c9\ub300\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub41c\ub2e4\uace0 16\uc77c \uc0ac\uc6b0\uc2a4\ucc28\uc774\ub098\ubaa8\ub2dd\ud3ec\uc2a4\ud2b8\uc5d0\uc11c \ubcf4\ub3c4\ud568. \ud55c\ud3b8 \ud574\ub2f9 \uc870\uce58\ub294 \uc911\uad6d \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 AI \uac1c\ubc1c \uc804\ub7b5\uc5d0\ub3c4 \ud070 \ud0c0\uaca9\uc744 \uc900 \uac83\uc73c\ub85c \uc54c\ub824\uc9d0. \uc774\uc5d0 \ub530\ub77c \uc911\uad6d\uc740...\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sanctionlab.com\/?p=23763\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u7f8e H20 \uc218\ucd9c \ud1b5\uc81c\uc5d0 "\uc5d4\ube44\ub514\uc544, \u4e2d \ub9e4\ucd9c '0'\uc73c\ub85c \ub5a8\uc5b4\uc9c8 \uc218\ub3c4" SanctionLab\" \/>\n<meta property=\"og:description\" content=\"\ubbf8\uad6d \uc815\ubd80\uc758 \ub300\uc911 AI \ubc18\ub3c4\uccb4 \uc218\ucd9c \uc81c\ud55c\uc73c\ub85c \uc778\ud574 \uc5d4\ube44\ub514\uc544 \ub4f1\uc758 \uc190\ud574\uac00 \ub9c9\ub300\ud560 \uac83\uc73c\ub85c \uc608\uce21\ub41c\ub2e4\uace0 16\uc77c \uc0ac\uc6b0\uc2a4\ucc28\uc774\ub098\ubaa8\ub2dd\ud3ec\uc2a4\ud2b8\uc5d0\uc11c \ubcf4\ub3c4\ud568. \ud55c\ud3b8 \ud574\ub2f9 \uc870\uce58\ub294 \uc911\uad6d \ube45\ud14c\ud06c \uae30\uc5c5\ub4e4\uc758 AI \uac1c\ubc1c \uc804\ub7b5\uc5d0\ub3c4 \ud070 \ud0c0\uaca9\uc744 \uc900 \uac83\uc73c\ub85c \uc54c\ub824\uc9d0. \uc774\uc5d0 \ub530\ub77c \uc911\uad6d\uc740...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sanctionlab.com\/?p=23763\" \/>\n<meta property=\"og:site_name\" content=\"SanctionLab\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-17T20:02:45+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-18T23:30:08+00:00\" \/>\n<meta property=\"og:image\" 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