| Ʒ Ư ũ(valuewalk.com) 2023 9 28 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
Ƹ AI ι êGPT(ChatGPT) Ʈ(Anthropic) ִ 40 ϱ ߴ.Ƹ پ о߿ AI Ȱϰ , ̹ ڴ AI Ƹ ǹ ִ ຸ ִ ̴.
̹ ڷ Ƹ AI ̹ ڸ ϰ ִ ĺ ũμƮ ũ Ǿ.
Ƹ(Amazon.com: NASDAQ--AMZN) κ ڵ AI ֽ ø ִ ƴϾ. ̷ ν ٲ ִ.
Ƹ AI ߾ü Ʈ() ִ 40 Ҽ() ȹ ̶ ǥߴ.
Ƹ õ, ؽƮ ȯ, м о߿ AI , ̹ Ʈȿ ڴ Ƹ ĺ(Alphabet Inc: NASDAQ--GOOGL) ũμƮ(Microsoft Corp: NASDAQ--MSFT) Ÿ ũ Բ AI £ پٴ ȣ ִ.
Ƹ Ʈȿ ž ũ ƴϴ.
SKڷ Ʈ
2, ĺ Ʈȿ 3 10% ȹ ִ. Ʈ AI(OpenAI) ȸ, Ʈ AI Ŭε(Claude) AI êGPT ڴ.
(Salesforce Inc: NYSE-CRM) 3 2 5,000 ϸ鼭 Ʈ ְ Ǿ. 7 Ʈ SAP(SAP SE: NYSE--SAP) ߰, 8 ѱ ̵Ż SKڷ(NYSE—SKM) 1 ߴ.
ũ ű ϰ ִ AI ŸƮ ƮȰ êGPT ƴϴ. 4 ؽƮ ִ (Runway) 7,500 ϱ ߴ.
ũμƮ 2019 êGPT ȸ AI 130 ϰ ִ ʱ ڴ.
ݱ ڿ Ÿڵ AI Ը Ȯ忡 ϸ鼭 ũ ߾. ū (Nvidia Corp: NASDAQ--NVDA) --9 ϶ϱ — 244% ְ ߴ.
AI Ұ ݸ λ ༼
Ƹ ຸ ֵ AI ڴ ӵ , ʱ ټ ´.
S&P 500 ֿ ϴ ũ Ʈ SPDR ݵ(Technology Select Sector SPDR Fund: NYMARKET: XLK) 2.09% ϶ߴ. ̷ ϶ AI ƴϴ. ݸ λ ϰڴٴ ȣ Ϲ ݸ λ ΰ ƴ.
Ƹ, ƮȰ
Ƹ Ʈȿ ڸ ǥϸ鼭 Ʈ ⺻ Ŭ ڷ AWS ̿ ̸, Ʈ ⺻ AI AWS AI Ĩ Ʈ̴Ͽ(Trainium) ䷻þ(Inferentia) нŰ ̶͡ ߴ.
Ƹ 8 Ĩ ϱ ١鼭, Ĩ ü AI Ĩ Ʈ̴Ͽ ䷻þƸ ִ. ó ϸ鼭 AI ǰ ִ.
Ƹ AI (stack: Ͻ ġ) Ĩ ̸, Ʈ̴Ͽ ䷻þƴ ٸ ܰ(layer) ̶ ߴ.
Ƹ Ƹ ڿ Ͼ Ʈ ø̼ ݿ AI ɷ žϰ ű ø̼ǵ ̶ ߴ.
Ƹ AI ɷ ߽ Ƹ (Amazon Bedrock)
߰ Ƹ AI ɷ-- ӽŷ(machine learning) , н, ̿ ϴ--AWS AI Ƹ (Amazon Bedrock) ̴.
Ƹ , Ƹ Ʈ Ȱ AI ø̼ , ۼ, ž α Ȱϰ ִ.
̿ϰ ִ δ ߰ и ÷(Lonely Planet), ݵ 긴 ҽÿ(Bridgewater Associates), ̽ ü ýؽý & ų(LexisNexis Legal & Professional) ִ.
ʱ , ̷
Ƹ ְ Ʈ ڸ ǥ 9 25 1.67% ( ٽ 4.03% ϶), ǥ Ÿſ ƴ Ȯġ ʴ. ̳ ü ߰, ߴ.
AI ê ʱ , Ͽ Ƹ ȹ پ ڸ ġϰ ִ Ʈ ɷ° Ҿ AI л ۼ ̻ ̷ ش. <>
* ó: ϺƮ(MarketBeat), "AI Race Accelerates With Amazons Investment In Anthropic," 2023 9 28, https://www.valuewalk.com/ai-race-accelerates-with-amazons-investment-in-anthropic/
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