AI Infra Unicorns

AI Infra Unicorns

새로운 '금본위제(金本位制)': NVIDIA는 어떻게 GPU를 ‘화폐’로 바꿨는가

Nov 10, 2025

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6 min read

새로운 '금본위제(金本位制)': NVIDIA는 어떻게 GPU를 ‘화폐’로 바꿨는가

18개월 된 AI 유니콘 ‘Nscale’을 통해 확인하는, 엔비디아가 구축한 새로운 질서

Ksenia Se, +1

AI Infra Unicorns

스노우플레이크: 기업의 AI 확산을 가로막는 '데이터'의 벽을 부순다

Feb 11, 2025

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4 min read

스노우플레이크: 기업의 AI 확산을 가로막는 '데이터'의 벽을 부순다

'흩어진 데이터'를 눈이 녹듯이 자연스럽게 묶어내게 해 주는 AI 인프라 회사

Ksenia Se, +1

AI Infra Unicorns

그래프코어: 소프트뱅크 품 (ARM)에 안긴, 화려했던 '엔비디아의 대항마'

Aug 12, 2024

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2 min read

그래프코어: 소프트뱅크 품 (ARM)에 안긴, 화려했던 '엔비디아의 대항마'

또 한 번의 실패로 이어질 것인가, 아니면 새로운 기회를 잡아 성장할 것인가?

Ksenia Se, +1

AI Infra Unicorns

Cerebras: NVIDIA에 맞설, 경이로운 엔지니어링 기술을 가진 스타트업인가?

Jun 26, 2024

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8 min read

Cerebras: NVIDIA에 맞설, 경이로운 엔지니어링 기술을 가진 스타트업인가?

...아니면 대마불사(大馬不死)의 길을 노리는 또 하나의 AI 하드웨어 스타트업인가?

Ksenia Se, +1