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NVIDIA, which is going crazy these days, will soon lose its No. 1 market cap (long analysis article)

๐Ÿ‘ค ํ‹ฐ์ง€๋…ธ์•„
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๋ฐ‘๋„ ๋๋„ ์—†์ด ์˜จ๋ผ์ธ ์ปค๋ฎค๋‹ˆํ‹ฐ์—์„œ '์—”๋น„๋””์•„ ๊ณง ์‹œ์ด 1์œ„๋ฅผ ๋นผ์•—๊ธธ ๊ฒƒ(์žฅ๋ฌธ ๋ถ„์„๊ธ€)'์— ๋Œ€ํ•œ ๊ฒŒ์‹œ๋ฌผ์ด ์—„์ฒญ๋‚œ ํ™”์ œ๋ฅผ ๋ชจ์œผ๊ณ  ์žˆ์–ด.

์ˆ˜๋งŽ์€ ๋Œ“๊ธ€๊ณผ ํ•จ๊ป˜ ๋„คํ‹ฐ์ฆŒ๋“ค์˜ ๋œจ๊ฑฐ์šด ๋ฐ˜์‘์ด ์ด์–ด์ง€๊ณ  ์žˆ๋Š” ์ด๋ฒˆ ์ด์Šˆ์˜ ์ƒ์„ธ ๋‚ด์šฉ์„ ์•„๋ž˜์—์„œ ํ™•์ธํ•ด๋ณด์ž.




1ebec223e0dc2bae61abe9e74683726d31d4a5cbee7388a990ab612af7b68c293ac1daddfe2c73fbea4fb05a825d3bd3ad5d99e28f


1ebec223e0dc2bae61abe9e74683726d31d4a5cbee7388a894a3612af7b68c299dd49ada2e9bf84ac3479002bc2ab19f2a906756


1ebec223e0dc2bae61abe9e74683726d31d4a5cbee7388a895a2612af7b68c29d7f859ae29cff8bcab7214e5f40436f91205f45e87


1ebec223e0dc2bae61abe9e74683726d31d4a5cbee7388a892a2612af7b68c295be041c177a0fe87a56d940c403d743f8d5b35d35c


1ebec223e0dc2bae61abe9e74683726d31d4a5cbee7388a890ab612af7b68c29065b7d9f5b6a4413aa919beefdee56f095cff27874
1ebec223e0dc2bae61abe9e74683726d31d4a5cbee738fa594a16127feb28636bdc41dea170b112873e2e652aa936db6ae

์—”๋น„๋””์•„๋Š” 5์›” ์ฆ‰ ์ด๋ฒˆ๋‹ฌ์— ์‹œ์ด 1์œ„ ์ž๋ฆฌ๋ฅผ ๋นผ์•—๊ธธ ๊ฒƒ.

4



๊ทผ๊ฑฐ: ์—”๋น„ ํญ๋ฆฌ์— ๋งž์„œ ์ž์ฒด์นฉ ๋…ธ์„ ์œผ๋กœ ๋Œ€๊ฑฐ ์ดํƒˆ์ค‘

ex)๊ตฌ๊ธ€ TPU, ์•„๋งˆ์กด ํŠธ๋ ˆ์ด๋‹ˆ์›€



์‹œ์ด 1์œ„ ๋Œ€๊ฒฉ๋ณ€ ์›ํ•œ๋‹ค ๊ฐœ์ถ”, ์—”๋น„ 1์œ„ ์œ ์ง€ ์›ํ•œ๋‹ค ๋น„์ถ”

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