{"id":371,"date":"2026-10-30T07:13:45","date_gmt":"2026-10-29T22:13:45","guid":{"rendered":"https:\/\/www.arphile.net\/?p=371"},"modified":"2026-10-30T09:45:59","modified_gmt":"2026-10-30T00:45:59","slug":"261029-amazon-q3-%ec%96%b4%eb%8b%9d%ec%bd%9c-%ec%a0%95%eb%a6%ac","status":"publish","type":"post","link":"https:\/\/www.arphile.net\/?p=371","title":{"rendered":"[261030] Amazon Q3 \uc5b4\ub2dd\ucf5c \uc815\ub9ac"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">1. \uc2e4\uc801 \uc694\uc57d<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\ud56d\ubaa9<\/th><th>\uae08\uc561<\/th><\/tr><\/thead><tbody><tr><td>\ub9e4\ucd9c<\/td><td><strong>$2,019\uc5b5 (+12%)<\/strong>, \ud658\uc728 \uc81c\uc678 +13%<\/td><\/tr><tr><td>\uc601\uc5c5\uc774\uc775<\/td><td><strong>$281\uc5b5 (+61%)<\/strong>, \uc601\uc5c5\uc774\uc775\ub960 13.9% (\uc5ed\ub300 \ucd5c\uace0)<\/td><\/tr><tr><td>AWS \ub9e4\ucd9c<\/td><td><strong>$460\uc5b5 (+39.3%)<\/strong>, \uc601\uc5c5\uc774\uc775\ub960 38.7%<\/td><\/tr><tr><td>AWS \uc218\uc8fc\uc794\uace0<\/td><td>$5,780\uc5b5 (\uc804\ub144 \ub300\ube44 \uc138 \uc790\ub9bf\uc218 \uc131\uc7a5)<\/td><\/tr><tr><td>\uad11\uace0 \ub9e4\ucd9c<\/td><td>$196\uc5b5 (+12%)<\/td><\/tr><tr><td>CAPEX (\ud604\uae08 \uae30\uc900)<\/td><td>$759\uc5b5 (3\ubd84\uae30), 2026\ub144 \uc5f0\uac04 \uc57d $2,200\uc5b5<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AWS\uac00 6\ubd84\uae30 \uc5f0\uc18d \uc131\uc7a5 \uac00\uc18d, \uc57d 5\ub144 \ub9cc\uc5d0 \ucd5c\uace0 \uc131\uc7a5\ub960\uc774\uc5c8\uc74c<\/li>\n\n\n\n<li>AWS \uc601\uc5c5\uc774\uc775 $178\uc5b5\uc73c\ub85c \uc804\uc0ac \uc601\uc5c5\uc774\uc775\uc758 \uc57d 63%\ub97c \ucc28\uc9c0\ud568<\/li>\n\n\n\n<li>Prime Day\ub97c \ub300\ubd80\ubd84 \uad6d\uac00\uc5d0\uc11c Q2\ub85c \uc62e\uaca8\uc11c, \uc774\ubc88 \ubd84\uae30 \ub9ac\ud14c\uc77c\u00b7\uad11\uace0 \uc131\uc7a5\ub960\uc774 \ub0ae\uc544 \ubcf4\uc784\n<ul class=\"wp-block-list\">\n<li>Prime Day \ud6a8\uacfc\ub97c \ube7c\uba74 \ub9e4\ucd9c \uc131\uc7a5\ub960\uc774 \uc57d 4%p \ub354 \ub192\uc558\uc744 \uac83\uc774\ub77c\uace0 \ud568<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">2. CEO \ubc1c\ud45c: AWS 1\uc870 \ub2ec\ub7ec \ube44\uc804<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AWS \uc7a5\uae30 \uc804\ub9dd\uc744 \ucc98\uc74c\uc73c\ub85c \uc22b\uc790\ub85c \uc81c\uc2dc\ud568<\/strong>\n<ul class=\"wp-block-list\">\n<li>2027\ub144\uacfc 2028\ub144 \uac01\uac01 <strong>40% \ub118\uac8c \uc131\uc7a5<\/strong>, 5~10\ub144 \uc548\uc5d0 <strong>\uc5f0\ub9e4\ucd9c 1\uc870 \ub2ec\ub7ec<\/strong> \uc0ac\uc5c5\uc774 \ub420 \uc218 \uc788\ub2e4\uace0 \ud568<\/li>\n\n\n\n<li>\uc7ac\uc2dc\ub294 &#8220;AWS\uc640 \ub9ac\ud14c\uc77c, \uc5f0\ub9e4\ucd9c 1\uc870 \ub2ec\ub7ec \uc0ac\uc5c5 2\uac1c\ub97c \uac00\uc9c4 \ud68c\uc0ac\uac00 \ub420 \uac83&#8221;\uc774\ub77c\uace0 \ub9d0\ud588\uc74c<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>AWS \ud50c\ub77c\uc774\ud720<\/strong>: \ucf54\uc5b4 \uc11c\ube44\uc2a4\uac00 AI \uc218\uc694\ub97c \ub04c\uace0, AI\uac00 \ub2e4\uc2dc \ucf54\uc5b4(CPU\u00b7\uc2a4\ud1a0\ub9ac\uc9c0) \uc218\uc694\ub97c \ub04c\uc5b4\uc624\ub294 \uad6c\uc870\ub77c\uace0 \uc124\uba85\ud568\n<ul class=\"wp-block-list\">\n<li>GPU\ub97c \ube4c\ub824\uc8fc\uac70\ub098 \ub2e8\uae30\ub85c \ub370\uc774\ud130\uc13c\ud130\ub97c \uc784\ub300\ud558\ub294 \uac83\uacfc\ub294 \ub2e4\ub978 \uc7a5\uae30 \ud50c\ub7ab\ud3fc \ubaa8\ub378\uc774\ub77c\uace0 \uac15\uc870\ud568<\/li>\n\n\n\n<li>AI \uac00\uc18d\uae30\ub97c \uc57d 14\ucd08\uc5d0 1\ub300\uc529 \uc124\uce58\ud558\uace0 \uc788\uace0, \uc124\uce58\ud558\ub294 \ub9cc\ud07c \ubc14\ub85c \uc18c\uc9c4\ub41c\ub2e4\uace0 \ud568<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Bedrock<\/strong>\n<ul class=\"wp-block-list\">\n<li>Fortune 500 \uae30\uc5c5 \uc9c0\ucd9c \uc57d 7\ubc30, \ud1a0\ud070 \ucc98\ub9ac\ub7c9 \uc57d 17\ubc30 \uc99d\uac00<\/li>\n\n\n\n<li>AWS \uc5ed\uc0ac\uc0c1 \uac00\uc7a5 \ube60\ub974\uac8c \ud070 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8 \uc11c\ube44\uc2a4\uc784<\/li>\n\n\n\n<li>OpenAI \ubaa8\ub378 \ucd94\uac00 \ud6c4 \uc0ac\uc6a9\ub7c9\uc774 \ube60\ub974\uac8c \ub298\uace0 \uc788\uace0, Kimi\u00b7GLM \ub4f1 \uc624\ud508 \ubaa8\ub378\ub3c4 \ucd94\uac00\ud588\uc74c<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\uc5d0\uc774\uc804\ud2b8<\/strong>: AgentCore \uace0\uac1d\uc774 \uc218\ub9cc \uacf3\uc774\uace0, 3\ubd84\uae30 \ubc30\ud3ec \uc5d0\uc774\uc804\ud2b8 \uc218\uac00 \uc774\uc804 3\uac1c \ubd84\uae30 \ud569\uc758 2\ubc30\uc600\uc74c\n<ul class=\"wp-block-list\">\n<li>Kiro(\ucf54\ub529), Connect(\ucf5c\uc13c\ud130), Transform(\ub9c8\uc774\uadf8\ub808\uc774\uc158), Quick(\uc5c5\ubb34\uc6a9 AI)\uc774 \ubaa8\ub450 \ube60\ub974\uac8c \uc131\uc7a5 \uc911<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\ubcf4\uc548<\/strong>: AWS Continuum(\ucf54\ub4dc \ucde8\uc57d\uc810 \ud0d0\uc9c0\u00b7\uc218\uc815)\uc744 Claude Code, Codex, Kiro\uc5d0 \ud1b5\ud569\ud55c\ub2e4\uace0 \ud568. \uc2e0\uaddc \ubcf4\uc548 \uc11c\ube44\uc2a4 \uc911 \uc5ed\ub300 \ucd5c\ub300 \uad00\uc2ec\uc774\ub77c\uace0 \ud568<\/li>\n\n\n\n<li><strong>DuckDB Labs \uc778\uc218<\/strong>: DuckDB\ub97c AWS \ubd84\uc11d \uc11c\ube44\uc2a4 \uacf5\ud1b5 SQL\ub85c \ub9cc\ub4e4\uc5b4, \ucffc\ub9ac \uc5d4\uc9c4 \uac04 \uc774\uc804 \ube44\uc6a9\uc744 \uc5c6\uc560\uaca0\ub2e4\uace0 \ud568<\/li>\n\n\n\n<li><strong>\uc790\uccb4 \uce69<\/strong> (TPU)\n<ul class=\"wp-block-list\">\n<li>\uce69 \uc0ac\uc5c5 \ub9e4\ucd9c\uc774 \uc138 \uc790\ub9bf\uc218 % \uc131\uc7a5, Graviton\u00b7Trainium \ub9e4\ucd9c \uc57d\uc815\uc774 \uac01\uac01 20\ubc30 \ub118\uac8c \ub298\uc5c8\uc74c<\/li>\n\n\n\n<li>3\ubd84\uae30\uc5d0\ub9cc \uace0\uac1d\uc774 \uc790\uccb4 \uce69\uc73c\ub85c $20\uc5b5 \ub118\uac8c \uc544\uaf08\ub2e4\uace0 \ud568<\/li>\n\n\n\n<li><strong>Trainium\uc744 2027\ub144 \ub9d0\ubd80\ud130 AWS \ubc16\uc5d0\ub3c4 \ud310\ub9e4\ud560 \uc608\uc815\uc784<\/strong><\/li>\n\n\n\n<li>\ucc38\uace0\uc0ac\ud56d : \uc124\uacc4\ub294 \uc544\ub9c8\uc874 \uc790\ud68c\uc0ac Annapurna Labs \uc5d0\uc11c \uc9c4\ud589\ud558\uace0, \uc0dd\uc0b0\uc740 TSMC \uac00 \ud560\uac70\uc784<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\ub9ac\ud14c\uc77c<\/strong>: &#8220;\ub9ac\ud14c\uc77c \uc9c4\uc804\uc744 \uc2dc\uc7a5\uc774 \uacfc\uc18c\ud3c9\uac00\ud558\uace0 \uc788\ub2e4&#8221;\uace0 \ub9d0\ud588\uc74c\n<ul class=\"wp-block-list\">\n<li>\uc5f0\ucd08 \uc774\ud6c4 \ud310\ub9e4\ub7c9 \uc57d +15%, \ucd5c\uadfc 12\uac1c\uc6d4 \ucd1d\ud310\ub9e4\uc561 $900\uc5b5 \ub118\uac8c \uc99d\uac00<\/li>\n\n\n\n<li>\ubd81\ubbf8\u00b7\ud574\uc678 \uc601\uc5c5\uc774\uc775\ub960\uc774 \uc9c0\ub09c \uba87 \ub144 \ub3d9\uc548 \uac01\uac01 \uc57d 10%p \uc62c\ub790\uc74c<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Prime Video\ub294 \uc5f0\ub9e4\ucd9c \uc218\ubc31\uc5b5 \ub2ec\ub7ec \uaddc\ubaa8\ub85c \uc790\uccb4 \ud751\uc790 \uc804\ud658\ud588\uc74c<\/li>\n\n\n\n<li>Amazon Leo(\uc704\uc131 \uc778\ud130\ub137)\ub294 \uc5f0\ub0b4 \uccab \uc11c\ube44\uc2a4 \uc2dc\uc791 \uc608\uc815\uc784<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">3. \ubd80\ubb38\ubcc4 \uc2e4\uc801 \uc138\ubd80<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\ubd80\ubb38<\/th><th>\ub0b4\uc6a9<\/th><\/tr><\/thead><tbody><tr><td>\ubd81\ubbf8<\/td><td>\ub9e4\ucd9c $1,129\uc5b5(+6%), \uc601\uc5c5\uc774\uc775 $87\uc5b5(\uc774\uc775\ub960 7.7%)<\/td><\/tr><tr><td>\ud574\uc678<\/td><td>\ub9e4\ucd9c $431\uc5b5(+8%, \ud658\uc728 \uc81c\uc678), \uc601\uc5c5\uc774\uc775 $16\uc5b5(\uc774\uc775\ub960 3.7%)<\/td><\/tr><tr><td>AWS<\/td><td>\ub9e4\ucd9c $460\uc5b5(+39.3%), \uc601\uc5c5\uc774\uc775 $178\uc5b5(\uc774\uc775\ub960 38.7%)<\/td><\/tr><tr><td>\uad11\uace0<\/td><td>\ub9e4\ucd9c $196\uc5b5(+12%)<\/td><\/tr><tr><td>\ud310\ub9e4 \uc218\ub7c9<\/td><td>+12%<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AWS<\/strong>: \ubd84\uae30 \ub300\ube44 \ub9e4\ucd9c \uc99d\uac00\ubd84\uc740 $38\uc5b5\uc774\uc5c8\uc74c. \uc5f0 \ud658\uc0b0 \ub9e4\ucd9c(run rate) $1,840\uc5b5\n<ul class=\"wp-block-list\">\n<li>AI \ub9e4\ucd9c \uc138 \uc790\ub9bf\uc218 \uc131\uc7a5, \ucd94\ub860(inference)\uc774 AI \ub9e4\ucd9c\uc758 \uc808\ubc18\uc744 \ud6cc\uca4d \ub118\uc5c8\uc74c<\/li>\n\n\n\n<li>\ucf54\uc5b4 \ucef4\ud4e8\ud305\u00b7\uc2a4\ud1a0\ub9ac\uc9c0 \ub9e4\ucd9c\ub3c4 \uba87 \ub144 \ub9cc\uc5d0 \uac00\uc7a5 \ube60\ub974\uac8c \uc131\uc7a5\ud568<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\uad11\uace0 \ub454\ud654 \uc774\uc720 3\uac00\uc9c0<\/strong>\n<ul class=\"wp-block-list\">\n<li>Prime Day\uc758 Q2 \uc774\ub3d9\uc73c\ub85c \uad11\uace0 \uc131\uc7a5\ub960\uc774 8.5%p \uae4e\uc600\uc74c<\/li>\n\n\n\n<li>Q2\uc5d0 \uc788\ub358 NBA \uc911\uacc4\uac00 Q3\uc5d4 \uc5c6\uc5c8\uc74c(Q4\ubd80\ud130 \uc7ac\uac1c)<\/li>\n\n\n\n<li>\uc791\ub144 3\ubd84\uae30 \uac80\uc0c9\uad11\uace0 \uac1c\ud3b8 \ud6a8\uacfc\ub97c \uc774\ubc88\uc5d0 \uae30\uc800\ub85c \ub9de\uc558\uc74c<\/li>\n\n\n\n<li><strong>4\ubd84\uae30\uc5d4 \ub2e4\uc2dc 10%\ub300 \ud6c4\ubc18 \uc131\uc7a5\uc73c\ub85c \ub3cc\uc544\uac04\ub2e4\uace0 \ud568<\/strong><\/li>\n\n\n\n<li>\uc678\ubd80 AI \uc1fc\ud551 \uc5d0\uc774\uc804\ud2b8\uac00 \uad11\uace0\ub97c \uac09\uc544\uba39\ub294\uc9c0\uc5d0 \ub300\ud574\uc120 &#8220;\uc544\ub2c8\ub2e4&#8221;\ub77c\uace0 \uc9c1\uc811 \ubd80\uc778\ud568<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\ubb3c\ub958<\/strong>: \uc720\uac00\u00b7\uc7a5\uac70\ub9ac \uc6b4\uc1a1\ube44 \uc0c1\uc2b9\uc5d0\ub3c4 \ub2e8\uc704\ub2f9 \ubc30\uc1a1 \ube44\uc6a9\uc744 \ub0ae\ucdc4\uc74c\n<ul class=\"wp-block-list\">\n<li>\ubc30\uc1a1\ube44 +11% vs \ud310\ub9e4 \uc218\ub7c9 +12%. \uc720\uac00\u00b7\uc6b4\uc1a1\ube44 \uc0c1\uc2b9\ubd84 \ube7c\uba74 \ubc30\uc1a1\ube44 +8%<\/li>\n\n\n\n<li>\uc62c\ud574 \ub85c\ubd07 \ud314(Cardinal, Sparrow) \uc218\ub97c 2\ubc30\ub85c \ub298\ub838\uace0, \ubb3c\ub958\uc13c\ud130 \ub85c\ubd07\uc740 100\ub9cc \ub300\uac00 \ub118\uc74c<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>\uc2e0\uc120\uc2dd\ud488\u00b7\uc0dd\ud544\ud488<\/strong>\n<ul class=\"wp-block-list\">\n<li>\ub098\uba38\uc9c0 \uc0c1\ud488\ubcf4\ub2e4 \uc57d 3\ubc30 \ube60\ub974\uac8c \uc131\uc7a5, \ud310\ub9e4 \uc218\ub7c9\uc758 \uc57d \uc808\ubc18\uc744 \ucc28\uc9c0\ud568<\/li>\n\n\n\n<li>\ucd5c\uadfc 12\uac1c\uc6d4 \uc2dd\ub8cc\ud488 \ucd1d\ud310\ub9e4\uc561 \uc57d $2,500\uc5b5<\/li>\n\n\n\n<li>\ub2f9\uc77c\ubc30\uc1a1\uc73c\ub85c \uc2e0\uc120\uc2dd\ud488\uc744 \uc0ac\ub294 \uace0\uac1d\uc740 \uc0dd\ud544\ud488\uc744 \uc57d 7\ubc30 \ub354 \uc0bc<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Amazon Now(\ucd08\uace0\uc18d \ubc30\uc1a1)<\/strong>: 450\uac1c \ub118\ub294 \ub3c4\uc2dc\uc5d0\uc11c \uc6b4\uc601, \uc8fc\ubb38 \uc0c1\ud488 \uc218 \uc804\ub144 \ub300\ube44 10\ubc30<\/li>\n\n\n\n<li><strong>Amazon Pharmacy<\/strong>: \uc774\uc6a9 \uace0\uac1d +60% \ub118\uc74c, 350\uac1c \ub118\ub294 \ub3c4\uc2dc\uc5d0\uc11c 3\uc2dc\uac04 \ucc98\ubc29\uc57d \ubc30\uc1a1<\/li>\n\n\n\n<li><strong>Alexa \uc1fc\ud551<\/strong>: \ucd5c\uadfc 12\uac1c\uc6d4 \uc774\uc6a9\uc790 4\uc5b5 \uba85 \ub118\uc74c, \uc774\uc6a9 \uac74\uc218 +570%, \uc774\uc6a9 \uace0\uac1d\uc740 \uc8fc\ubb38\ub2f9 50% \ub354 \uc500<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">4. 4\ubd84\uae30 \uac00\uc774\ub358\uc2a4\uc640 \uc804\ub9dd<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\ub9e4\ucd9c $2,400~2,470\uc5b5<\/strong>, \ud658\uc728 \uc5ed\ud48d \uc57d 0.6%p<\/li>\n\n\n\n<li><strong>\uc601\uc5c5\uc774\uc775 $285~335\uc5b5<\/strong>\n<ul class=\"wp-block-list\">\n<li>Amazon Leo \ube44\uc6a9\uc758 \uc790\uc0b0\ud654(capitalization) \uc2dc\uc791\uc774 2027\ub144 1\ubd84\uae30\ub85c \ubc00\ub838\uc74c. \uadf8\ub798\uc11c 4\ubd84\uae30\uc5d4 Leo \ube44\uc6a9 \ub300\ubd80\ubd84\uc744 \uadf8\ub300\ub85c \ube44\uc6a9 \ucc98\ub9ac\ud568<\/li>\n\n\n\n<li>CFO\ub294 &#8220;\uc774\uc804 \ucf5c\uc5d0\uc11c \uc608\uc0c1\ud588\ub358 \uac83\ubcf4\ub2e4 \ub2a6\uc5b4\uc84c\ub2e4&#8221;\uace0 \uc778\uc815\ud568<\/li>\n\n\n\n<li>\uc720\uac00\u00b7\uc6b4\uc1a1\ube44 \ubd80\ub2f4\ub3c4 3\ubd84\uae30\ubcf4\ub2e4 4\ubd84\uae30\uac00 \uc870\uae08 \ub354 \ud06c\ub2e4\uace0 \ud568<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>CAPEX<\/strong>: 2026\ub144 \uc57d $2,200\uc5b5 \uc720\uc9c0, <strong>2027\ub144\uc740 &#8220;\uc758\ubbf8 \uc788\uac8c \ub354&#8221; \uc4f8 \uc608\uc815<\/strong>\n<ul class=\"wp-block-list\">\n<li>\uad6c\uccb4\uc801\uc778 2027\ub144 \uc22b\uc790\ub294 \uc8fc\uc9c0 \uc54a\uc558\uc74c<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>AWS\ub294 2027\u00b72028\ub144 \uac01\uac01 40%+ \uc131\uc7a5 \uc804\ub9dd. \ub300\ud615 \uace0\uac1d\ub4e4\uc774 \uc6a9\ub7c9\uc744 \ubbf8\ub9ac \uc608\uc57d\ud574 \ub46c\uc11c 2027~2028\ub144, \uc77c\ubd80 2029\ub144\uae4c\uc9c0 \uc218\uc694\uac00 \ubcf4\uc778\ub2e4\uace0 \ud568<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">5. AWS \uc218\uc8fc\uc794\uace0\uc640 AI \uc218\uc694<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AWS \uc218\uc8fc\uc794\uace0 $5,780\uc5b5<\/strong>, \uc804\ub144 \ub300\ube44 \uc138 \uc790\ub9bf\uc218 \uc131\uc7a5, \uace0\uac1d\ub3c4 \uc798 \ubd84\uc0b0\ub3fc \uc788\ub2e4\uace0 \ud568<\/li>\n\n\n\n<li>\uc218\ubc31 MW~1GW \ub2e8\uc704 \ub300\ud615 \uc6a9\ub7c9\uc740 \ud6e8\uc52c \uc804\uc5d0 \uc608\uc57d\ub428. \ub300\uc2e0 EC2\u00b7Bedrock \uc628\ub514\ub9e8\ub4dc \ubb3c\ub7c9\uc740 \ud56d\uc0c1 \ub530\ub85c \ub0a8\uaca8\ub454\ub2e4\uace0 \ud568<\/li>\n\n\n\n<li><strong>Trainium \ud6a8\uacfc<\/strong>\n<ul class=\"wp-block-list\">\n<li>Bedrock \uc6cc\ud06c\ub85c\ub4dc \ub300\ubd80\ubd84\uc774 Trainium \uc704\uc5d0\uc11c \ub3cc\uc544\uac10<\/li>\n\n\n\n<li>\uac00\uaca9 \ub300\ube44 \uc131\ub2a5\uc774 \uc88b\uc544 \uace0\uac1d \uac00\uaca9\uc740 \ub0ae\ucd94\uace0 \ub9c8\uc9c4\uc740 \uc9c0\ud0ac \uc218 \uc788\ub2e4\uace0 \ud568<\/li>\n\n\n\n<li>\uad6c\ud615 Trainium \ub2e8\uae30 \ubb3c\ub7c9\ub3c4 \uc0c1\ubc18\uae30\ubcf4\ub2e4 \ube44\uc2f8\uac8c \ud314\ub9ac\uace0 \uc788\uc74c<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Graviton<\/strong>: AI \uac15\ud654\ud559\uc2b5\u00b7\ud6c4\ucc98\ub9ac\u00b7\ub3c4\uad6c \ud638\ucd9c\uc740 \uc8fc\ub85c CPU\uc5d0\uc11c \ub3cc\uc544\uac00\uc11c Graviton\uc5d0 \uc21c\ud48d\uc784. \uacbd\uc7c1 x86 \ub300\ube44 \uac00\uaca9 \ub300\ube44 \uc131\ub2a5 30~40% \uc6b0\uc704\ub77c\uace0 \ud568\n<ul class=\"wp-block-list\">\n<li>Graviton 5 \ucd9c\uc2dc \ud6c4\uc5d0\ub3c4 \uad6c\ud615 Graviton \uc218\uc8fc\uc794\uace0\uac00 \uc804 \ubd84\uae30 \ub300\ube44 2\ubc30 \ub118\uac8c \ub298\uc5c8\uc74c<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>AWS \ub9c8\uc9c4 \uad6c\uc870<\/strong>: \uc7ac\uc2dc\ub294 \uacbd\uc7c1\uc0ac\uc640 \ube44\uad50\ud558\uba70 \ub370\uc774\ud130\uc13c\ud130\ub97c \uc9c1\uc811 \uc18c\uc720\ud558\uac70\ub098 \uc7a5\uae30 \uc784\ub300\ud558\ub294 \uac8c \ucf54\ub85c\ucf00\uc774\uc158\uc774\ub098 \ub124\uc624\ud074\ub77c\uc6b0\ub4dc\ubcf4\ub2e4 \uc601\uc5c5\uc774\uc775\ub960\uc774 \uc57d 35%p \ub0ab\ub2e4\uace0 \uc124\uba85\ud568<\/li>\n\n\n\n<li>\uc804 \uc138\uacc4 IT \uc9c0\ucd9c\uc758 \uc57d 85%\uac00 \uc544\uc9c1 \uc628\ud504\ub808\ubbf8\uc2a4\uc774\uace0, 10~20\ub144\uc5d0 \uac78\uccd0 \ud074\ub77c\uc6b0\ub4dc\ub85c \ub118\uc5b4\uc62c \uac83\uc774\ub77c\uace0 \ud568<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">6. \uc8fc\uc8fc\ud658\uc6d0 \/ \uc7ac\ubb34<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\uc774\ubc88 \ucf5c\uc5d0\uc11c\ub294 \ubc30\ub2f9\uc774\ub098 \uc790\uc0ac\uc8fc \ub9e4\uc785 \uad00\ub828 \uc5b8\uae09\uc774 \uc5c6\uc5c8\uc74c<\/strong><\/li>\n\n\n\n<li>3\ubd84\uae30 CAPEX $759\uc5b5, \ub300\ubd80\ubd84 AWS\u00b7AI\uc5d0 \ud22c\uc785<\/li>\n\n\n\n<li>\uc7ac\uc2dc\ub294 &#8220;<strong>AI\ub294 \ud3c9\uc0dd \ud55c \ubc88 \uc624\ub294 \uae30\ud68c\uc774\uace0, \uc774 \uacc4\ud68d\uc744 \uac10\ub2f9\ud560 \uc790\uae08 \uc5ec\ub825\uc774 \uc788\ub2e4<\/strong>&#8220;\uace0 \ud588\uc74c<\/li>\n\n\n\n<li>\ud22c\uc790 \ud68c\uc218(break-even) \uae30\uac04\uc744 \uacc4\uc18d \uc55e\ub2f9\uae30\uace0, \uc7a5\ube44 \ub0b4\uc6a9\uc5f0\uc218\ub294 \ub298\ub9ac\ub294 \uc911\uc774\ub77c\uace0 \ud568<\/li>\n\n\n\n<li>\ubb3c\ub958\uc13c\ud130 \ub85c\ubd07\uacfc AI\ub85c \ub2e8\uc704\ub2f9 \ubc30\uc1a1 \ube44\uc6a9\uc744 4\ub144 \uc5f0\uc18d \ub0ae\ucd9c \uc608\uc815\uc784<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">7. \uc9c8\uc758\uc751\ub2f5 \ud575\uc2ec<\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\uc9c8\ubb38\uc790<\/th><th>\uc9c8\ubb38<\/th><th>\ub2f5\ubcc0 \uc694\uc57d<\/th><\/tr><\/thead><tbody><tr><td>BofA (Justin Post)<\/td><td>AWS \ubd84\uae30 \ub300\ube44 \uc99d\uac00\ud3ed \ub454\ud654 \uc774\uc720? <br>4\ubd84\uae30 \uc720\uac00 \uc601\ud5a5\uc740?<\/td><td>\ubd84\uae30\ub9c8\ub2e4 \ub298\ub9ac\ub294 \uc6a9\ub7c9\uc774 \uc77c\uc815\ud558\uc9c0 \uc54a\uc744 \ubfd0\uc774\ub77c\uace0 \ud568. <br>\ud5a5\ud6c4 8~10\ubd84\uae30 \uc6a9\ub7c9 \uacc4\ud68d\uc774 \ub9ce\uc774 \uc7a1\ud600 \uc788\uc74c. <br>\uc720\uac00\u00b7\uc6b4\uc1a1\ube44 \ubd80\ub2f4\uc740 4\ubd84\uae30\uac00 3\ubd84\uae30\ubcf4\ub2e4 \uc870\uae08 \ub354 \ud07c. <br>FBA \ud310\ub9e4\uc790 \uc720\ub958\ud560\uc99d\ub8cc\ub85c \uc77c\ubd80\ub9cc \uba54\uc6b0\uace0 \uc788\uc74c<\/td><\/tr><tr><td>\ubaa8\uac74\uc2a4\ud0e0\ub9ac (Brian Nowak)<\/td><td>AWS 1\uc870 \ub2ec\ub7ec \uadfc\uac70\ub294? <br>2027 \ub85c\ubd07 \ubaa9\ud45c\ub294?<\/td><td>\ub300\ud615 \uc6a9\ub7c9 \uc608\uc57d\uc73c\ub85c 2027~2028\ub144 \uc218\uc694\uac00 \ubcf4\uc784. <br>\uae30\uc5c5\uc6a9 \ucd94\ub860\uc740 \uc544\uc9c1 \ucd08\uae30\uc774\uace0, \ubcf4\uc548\u00b7\ucf54\ub529\u00b7AI \ube44\uc11c \uc218\uc694\uac00 \uacc4\uc18d \ub298\uc5b4\ub0a8. <br>\ub85c\ubd07\uc740 \uc0dd\uc0b0\uc131\u00b7\uc548\uc804\u00b7\ube44\uc6a9\u00b7\ubc30\uc1a1 \uc18d\ub3c4\uac00 \ubaa8\ub450 \uc88b\uc544\uc9c8 \ub54c \ub300\uaddc\ubaa8\ub85c \ub3c4\uc785\ud568. <br>\uc0c8 \ubb3c\ub958\uc13c\ud130 \uc124\uacc4\ub294 \ub85c\ubd07 \ube44\uc911\uc774 \ub9e4\uc6b0 \ub192\uc74c<\/td><\/tr><tr><td>\uc5d0\ubc84\ucf54\uc5b4 (Mark Mahaney)<\/td><td>AWS \ub9c8\uc9c4 30%\ub300 \ud6c4\ubc18 \uc720\uc9c0 \uac00\ub2a5? <br>\uc2e0\uc120\uc2dd\ud488 \ud6a8\uacfc\ub294?<\/td><td>\ub9c8\uc9c4 \uac00\uc774\ub4dc\ub294 \uc548 \uc90c. <br>AI \ube44\uc911\uc774 \ucee4\uc9c0\uba74 AI \ucabd \ub9c8\uc9c4\uc774 \ub0ae\uc544\uc11c \uc804\uccb4 \ub9c8\uc9c4\uc744 \ub204\ub974\uace0, \uba54\ubaa8\ub9ac \ub4f1 \ubd80\ud488 \uac00\uaca9\ub3c4 \ubd80\ub2f4\uc784. <br>\uc2e0\uc120\uc2dd\ud488\uc740 \uace0\uac1d \uc9c0\ucd9c \uc911 \uc544\ub9c8\uc874\uc774 \uc544\uc9c1 \ubabb \uac00\uc838\uac04 \uac00\uc7a5 \ud070 \ubd80\ubd84\uc778 \uc2dd\ub8cc\ud488\uc758 \ucd9c\ubc1c\uc810\uc774\ub77c\uace0 \ud568<\/td><\/tr><tr><td>\uace8\ub4dc\ub9cc\uc0ad\uc2a4 (Eric Sheridan)<\/td><td>Bedrock \uc2dc\uc7a5 \ud06c\uae30\ub294? <br>Trainium \uc678\ubd80 \ud310\ub9e4\uc640 \ub0b4\ubd80 \uc0ac\uc6a9 \ubc30\ubd84\uc740?<\/td><td>2~3\ub144 \uc548\uc5d0 \ube44\uc2b7\ud55c \uc218\uc900\uc758 \ubaa8\ub378\uc774 6~8\uac1c \ub098\uc624\uace0, \uace0\uac1d\uc740 \uc5ec\ub7ec \ubaa8\ub378\uc744 \uc11e\uc5b4 \uc500. <br>Bedrock\uc740 EC2\ub9cc\ud07c \ucee4\uc9c8 \uc218 \uc788\uc74c. <br>\uce69\uc744 \uc678\ubd80\uc5d0 \ud314\uba74 \ub9e4\ucd9c\uc774 \ubc14\ub85c \uc7a1\ud788\uace0, \ub0b4\ubd80\uc5d0\uc11c \uc4f0\uba74 5~6\ub144 \ub3d9\uc548 \ub354 \ub9ce\uc740 \ub9e4\ucd9c\u00b7\ud604\uae08\ud750\ub984\uc744 \ub0c4. <br>\ubc30\ubd84\uc740 \ub9e4\ub144 \uc815\ud560 \uc608\uc815<\/td><\/tr><tr><td>JP\ubaa8\uac74 (Doug Anmuth)<\/td><td>40% \uc131\uc7a5\uc5d0 \ud544\uc694\ud55c CAPEX\ub294? <br>\ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc740?<\/td><td>\ud22c\uc790 \ud68c\uc218 \uae30\uac04\uc740 \uacc4\uc18d \uc55e\ub2f9\uae30\ub294 \uc911. <br>CAPEX\ub294 &#8220;\uc758\ubbf8 \uc788\uac8c&#8221; \ud544\uc694\ud558\ub2e4\uace0\ub9cc \ud568. <br>\ud3c9\uc0dd \ud55c \ubc88 \uc624\ub294 \uae30\ud68c\ub77c \ud22c\uc790\ub97c \uacc4\uc18d\ud558\uace0, \uac10\ub2f9\ud560 \uc790\uae08 \uc5ec\ub825\ub3c4 \uc788\ub2e4\uace0 \ud568<\/td><\/tr><tr><td>\ubc14\ud074\ub808\uc774\uc988 (Ross Sandler)<\/td><td>Bedrock\uc774 Trainium \uc704\uc5d0\uc11c \ub3cc\uba74 AWS \ub9c8\uc9c4\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5?<\/td><td>Bedrock \ub300\ubd80\ubd84\uc774 Trainium\uc5d0\uc11c \ub3cc\uc544\uac00\uace0 \ub9c8\uc9c4\ub3c4 \uc88b\uc74c. <br>\ub370\uc774\ud130\uc13c\ud130\ub97c \uc9c1\uc811 \uc18c\uc720\ud558\uac70\ub098 \uc7a5\uae30 \uc784\ub300\ud558\ub294 \uad6c\uc870\uc640 \uc790\uccb4 \uce69\uc774 \uacbd\uc7c1\uc0ac \ub300\ube44 \uad6c\uc870\uc801 \ube44\uc6a9 \uc6b0\uc704\ub77c\uace0 \ud568<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1. \uc2e4\uc801 \uc694\uc57d \ud56d\ubaa9 \uae08\uc561 \ub9e4\ucd9c $2,019\uc5b5 (+12%), \ud658\uc728 \uc81c\uc678 +13% \uc601\uc5c5\uc774\uc775 $281\uc5b5 (+61%), \uc601\uc5c5\uc774\uc775\ub960 13.9% (\uc5ed\ub300 \ucd5c\uace0) AWS \ub9e4\ucd9c $460\uc5b5 (+39.3%), \uc601\uc5c5\uc774\uc775\ub960 38.7% AWS \uc218\uc8fc\uc794\uace0 $5,780\uc5b5 (\uc804\ub144 \ub300\ube44 \uc138 \uc790\ub9bf\uc218 \uc131\uc7a5) \uad11\uace0 \ub9e4\ucd9c $196\uc5b5 (+12%) CAPEX (\ud604\uae08 \uae30\uc900) $759\uc5b5 (3\ubd84\uae30), 2026\ub144 \uc5f0\uac04 \uc57d $2,200\uc5b5 2. CEO \ubc1c\ud45c: AWS 1\uc870 \ub2ec\ub7ec \ube44\uc804 3. \ubd80\ubb38\ubcc4 \uc2e4\uc801 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","footnotes":""},"categories":[38],"tags":[100,103],"class_list":["post-371","post","type-post","status-publish","format-standard","hentry","category-38","tag-100","tag-amazon"],"uagb_featured_image_src":{"full":false,"thumbnail":false,"medium":false,"medium_large":false,"large":false,"1536x1536":false,"2048x2048":false,"blogsy-small":false,"blogsy-small-tall":false,"blogsy-small-square":false,"blogsy-small-masonry":false,"blogsy-medium":false,"blogsy-medium-masonry":false,"blogsy-large":false,"blogsy-wide":false},"uagb_author_info":{"display_name":"Arphile","author_link":"https:\/\/www.arphile.net\/?author=1"},"uagb_comment_info":0,"uagb_excerpt":"1. \uc2e4\uc801 \uc694\uc57d \ud56d\ubaa9 \uae08\uc561 \ub9e4\ucd9c $2,019\uc5b5 (+12%), \ud658\uc728 \uc81c\uc678 +13% \uc601\uc5c5\uc774\uc775 $281\uc5b5 (+61%), \uc601\uc5c5\uc774\uc775\ub960 13.9% (\uc5ed\ub300 \ucd5c\uace0) AWS \ub9e4\ucd9c $460\uc5b5 (+39.3%), \uc601\uc5c5\uc774\uc775\ub960 38.7% AWS \uc218\uc8fc\uc794\uace0 $5,780\uc5b5 (\uc804\ub144 \ub300\ube44 \uc138 \uc790\ub9bf\uc218 \uc131\uc7a5) \uad11\uace0 \ub9e4\ucd9c $196\uc5b5 (+12%) CAPEX (\ud604\uae08 \uae30\uc900) $759\uc5b5 (3\ubd84\uae30), 2026\ub144 \uc5f0\uac04 \uc57d $2,200\uc5b5 2. CEO \ubc1c\ud45c: AWS 1\uc870 \ub2ec\ub7ec \ube44\uc804 3. \ubd80\ubb38\ubcc4 \uc2e4\uc801&hellip;","_links":{"self":[{"href":"https:\/\/www.arphile.net\/index.php?rest_route=\/wp\/v2\/posts\/371","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.arphile.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.arphile.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.arphile.net\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.arphile.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=371"}],"version-history":[{"count":2,"href":"https:\/\/www.arphile.net\/index.php?rest_route=\/wp\/v2\/posts\/371\/revisions"}],"predecessor-version":[{"id":383,"href":"https:\/\/www.arphile.net\/index.php?rest_route=\/wp\/v2\/posts\/371\/revisions\/383"}],"wp:attachment":[{"href":"https:\/\/www.arphile.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=371"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.arphile.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=371"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.arphile.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}