| [: Ʒ Ư ũ(valuewalk.com) 11 19 Դϴ. ֽĿ ǰ Դϴ.]
* ó: Ƽ ƺ̵(Stephen McBride), ڸġ ũ(RiskHedge) ֳθƮ, 2 EASY WAYS TO PLAY FACEBOOKS METAVERSE SPENDING SPREE," 2021 11 19, https://www.valuewalk.com/2-easy-ways-to-play-facebooks-metaverse-spending-spree/
̸ ˰ ְ...* ó: Ƽ ƺ̵(Stephen McBride), ڸġ ũ(RiskHedge) ֳθƮ, 2 EASY WAYS TO PLAY FACEBOOKS METAVERSE SPENDING SPREE," 2021 11 19, https://www.valuewalk.com/2-easy-ways-to-play-facebooks-metaverse-spending-spree/
12 1ڷ ̽(Facebook: NASDAQ--FB) ȸ ̸ Ÿ(Meta: NASDAQ--MVRS) ٲ۴.
̽ Ÿ ȯ, ǹΰ?
̽ CEO ũ Ŀװ ̽ Ÿ̶ ̷ ȭ ǰ ִ. ̴ , <ũ> ڵ ״ ʾ ̴. 2 <ũ> ڵ鿡 Ÿ Ұϰ, װ ο ͳݡ ִ.
̽ ̷ ȭ ̿ ִ Ȯ Ұϰ Ѵ. ̿ ռ ̷ ȭ ̽ ̿ϴ 29 ̿ڵ鿡 ǹϴ 캸.
•̽ ʴ´...
. ̷ ȭ ұϰ ̽ ݰ Ȱ ̴. ٸ αϴ ͵ ƴϴ. ݰ Ȱ , ִ.
ó ̽ ϰ ִ ͻ̴. 2015 ĺ(Alphabet Inc.: NASDAQ--GOOG) Ǿ, ĺ , Ʃ, Ʈ µ ۻ Ʈ(Nest), ̸(Waymo) ȸ̴.
̷ ĺó Ÿ ̽ ̴. Ÿ SNS ̰, νŸ ٸ ȸ簡 ̴.
̽Ͽ ߴ ȭ ε, װ ũ Ŀװ ̽ Ÿ ڴٰ ̴. ֱ ͺ信 Ŀ״ ̽ Ҽȹ̵ Ÿ ȯϴ ߿ ִ١ ߴ.
̷ ߸ ϱ ̽ η ũ Ȯϰ ִ. ̽ Ÿ η 1 ȹ̸, ؿ 100 Ÿ ȹ̴.... ̷ ڴ Ⱓ ų ȴ.
Ÿ ͳ
•ٸ, Ÿ ٽ غ.
Ÿ ͳ̶ ִ.
츮 ¶ ̽, Ʃ, . ̴ Ρ 츮 ǻ Ϳ ȭ ̷ Ʈ . ̶ 츮 ̷ Ʈ ϱ 콺 ġе带 Ѵ.
Ÿ 츮 ϳ 3D װ ϰ, , ǰ âϰ, ϰ, ܼƮ , ģ , ܿ ٸ Ǽ Ȱ ְ ȴ.
⼭ ٽ Ÿ ϳ Ư 谡 ƴ϶ ̴. ٴ--, , ȥ, Ȯ ٽ -- ٸ ҵ ִ ִ. ̴ ͳ ̳̽ Ƹ ƴ Ͱ . ͳ ε ϰ(̽) ¶ ϰ (Ƹ) ݱ ó, Ÿ 3D踦 Ǽ Ȱ ְ ִ ݱ̴.
Ÿ ̷ 뼼
•ڴ 帧(뼼) Ѿƾ Ѵ...
Ÿ ̷ 뼼. ڷμ 츮 ̷ .
ٰ ؼ ѷ ̽ ֽ ż϶ ƴϴ. ̷ ȭ ִ ִ. Ŀװ 츮 ߴ ...
Ŀ ϸ, ̽ Ÿ 100 ̴... ξ ڱ Ÿ ȹ̴.
, ̽ 10 ο ͳݡ ϴ 1,000 ̻ ȹ̴. ̴ ̱ ֱٿ Ը ڴ.
ٸ, ̷ 귯 ? ̽ κ ͼ, , Ʈũ ̶ ߴ. Ÿ , ó ͳݰ , Ǽ ʿ ̴...
ӵ ϴ ̺ ȴ. AT&T(NYSE--T) (NYSE--VZ) ̱ 200 ̻ ̺ ϰ ִ.
̽, Ƹ, ũμƮ ͳ 迡 ͼ͵ ϰ ִ. ̽ ص (server farm: ǻ ü Ƴ ) ϴµ 10 200 ߴ.
̽ ϳ , ĶϾƿ ִ ̽ 翡 ƮֵǴ ƴϴ. δ ð ʹ ɸ. п ִ ̽ ͼͿ п ۵ȴ.
Ÿ, ͳ ü
•Ÿ ͳ ü ̴.
̿ ؼ ̹ ʸ ִ...
۳ 4 α ƮƮ(Fortnite) 1,200 ƼƮ Ʈ (Travis Scott) ΰ ܼƮ Ҵ. 1,200 ΰ ܼƮ ƴϾ. Ʈũ ƮƮ ڸ ִ 100 ϰ, 10 ̻ ϴ ܼƮ .
ͳ ̷ Ÿ . Ƹ Ʈٴ Ӱ ξ ϰ ۵ϴ 3D(Ÿ) ϱ ͳ ʹ ̴. , Ÿ ϱ ؼ ο Ǽ ʿϴ.
̽ Ÿ ̿ ȸ
•Ÿ Ȯ и Ǵ : AMD
̽ ͼͿ 庥 ũ ̽(Advanced Micro Devices: NASDAQ--AMD) μ(Epyc processors) äϰڴٰ ǥ, AMD ְ 15% ߴ. ̽ Ÿ ٽ ǰ ǰڰ ̱ Ⱓ AMD иϴ. .
(Nvidia: NASDAQ--NVDA) Ÿ δ.
90 ۸ Ҵ Ȥ ӿ ߴ ij ȵ ϴ°? ڳడ ִٸ, ij ȵ ξ ǻ ȭó ߴٴ ̴. ̷ ȹ óġ , GPU ϴ Ĩ ߰, ƴ ̷ GPU ôڷμ ǻ ȭ
µ ū ְ ִ. ƴ ݵ ְ GPU 忡 ִ. ǻ Ÿ ϱ ؼ GPU ʿϴ.
̽ϸ Ÿ ڸ ƴ϶ . ðѾ 1 ũμƮ ֱ Ÿ پڴٰ ǥ ִ. ڻŷ ִ ó, 巡 Ÿ ȹ ̴. ̴ ο ͳݿ Ҿִ 鿡 귯 ȴٴ ǹѴ. ()
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