Author name: Ajussi

Enjoy Life, Enjoy Ajussi ๐Ÿ™Œ

AI ์›์ž๋ ฅ ํˆฌ์ž
Ajussi Talk

AI ์›์ž๋ ฅ ํˆฌ์ž 2025: ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ „๋ ฅ ์‹œ๋Œ€์˜ SMR ๊ธฐํšŒ | AI + Nuclear 2025: SMRs Powering the Data Center Boom

์ธํŠธ๋กœ ๐Ÿ”— AI ์›์ž๋ ฅ ํˆฌ์ž2025๋…„ ๊ธ€๋กœ๋ฒŒ ํˆฌ์ž ์ง€ํ˜•์—์„œ ์ƒˆ๋กญ๊ฒŒ ๋– ์˜ค๋ฅธ ์˜์—ญ์€ ๋ฐ”๋กœ **AI์™€ ์›์ž๋ ฅ(Next-Gen Nuclear)**์˜ ๊ฒฐํ•ฉ์ด์•ผ.์—๋„ˆ์ง€ ์•ˆ๋ณด, ํƒ„์†Œ ์ค‘๋ฆฝ, ๋ฐ์ดํ„ฐ์„ผํ„ฐ […]

AI ๊ธฐ๋ฐ˜ ESG ํˆฌ์ž
Ajussi Talk

AI ๊ธฐ๋ฐ˜ ESG ํˆฌ์ž 2025: ์ง€์†๊ฐ€๋Šฅ์„ฑ๊ณผ ๋ฐ์ดํ„ฐ ์ธํ…”๋ฆฌ์ „์Šค์˜ ๋งŒ๋‚จ | AI + ESG 2025: Sustainable Investing Meets Data Intelligence

AI ๊ธฐ๋ฐ˜ ESG ํˆฌ์ž ํ•ต์‹ฌ ์ธํŠธ๋กœ ๐Ÿ”— AI ๊ธฐ๋ฐ˜ ESG ํˆฌ์ž 20252025๋…„ ๊ธ€๋กœ๋ฒŒ ๊ธˆ์œต์‹œ์žฅ์—์„œ ์ƒˆ๋กญ๊ฒŒ ์ฃผ๋ชฉ๋ฐ›๋Š” ํ‚ค์›Œ๋“œ๋Š” AI์™€ ESG(ํ™˜๊ฒฝยท์‚ฌํšŒยท์ง€๋ฐฐ๊ตฌ์กฐ)์˜ ๊ต์ฐจ์ ์ด์•ผ.๋‹จ์ˆœํžˆ

AI ์‚ฌ์ด๋ฒ„ ๋ณด์•ˆ ํˆฌ์ž
Ajussi Talk

AI ์‚ฌ์ด๋ฒ„ ๋ณด์•ˆ ํˆฌ์ž ์ „๋žต 2025: ๋ฐ์ดํ„ฐยท๋ชจ๋ธยท์ธํ”„๋ผ ๋ณดํ˜ธ์˜ ๊ธฐํšŒ | AI Cybersecurity 2025: Securing Data, Models, and Infrastructure

ํ•ต์‹ฌ ๐Ÿ”— AI ์‚ฌ์ด๋ฒ„ ๋ณด์•ˆ ํˆฌ์ž ์ธํŠธ๋กœ 2025๋…„ ํˆฌ์ž์ž๋“ค์ด ๋†“์น˜๊ธฐ ์‰ฌ์šด ์˜์—ญ ์ค‘ ํ•˜๋‚˜๊ฐ€ **AI ์‚ฌ์ด๋ฒ„ ๋ณด์•ˆ(Cybersecurity)**์ด๋‹ค.AI ๋ชจ๋ธ์ด ํ•ต์‹ฌ ๋ฐ์ดํ„ฐ์™€

AI ๋ฐ˜๋„์ฒด ๊ณต๊ธ‰๋ง, GPU HBM ์ธํ„ฐํฌ์ €, ์ฒจ๋‹จ ํŒจํ‚ค์ง•, EUV, ๋ฐ˜๋„์ฒด ํˆฌ์ž
Ajussi Talk

AI ๋ฐ˜๋„์ฒด ๊ณต๊ธ‰๋ง ํˆฌ์ž 2025: HBMยทEUVยทํŒจํ‚ค์ง•์˜ ๊ธฐํšŒ (AI Semiconductor Supply Chain 2025: HBM, EUV, and Packaging Bets)

ํ•ต์‹ฌ ์ธํŠธ๋กœ 2025๋…„ ๊ธ€๋กœ๋ฒŒ ์ฃผ์‹์‹œ์žฅ์—์„œ ๋˜ ํ•˜๋‚˜์˜ ํ‚ค์›Œ๋“œ๋Š” **โ€œAI ๋ฐ˜๋„์ฒด ๊ณต๊ธ‰๋งโ€**์ด๋‹ค.์ง€๊ธˆ๊นŒ์ง€ ํˆฌ์ž์ž๋“ค์€ GPU์™€ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ธํ”„๋ผ์— ์ง‘์ค‘ํ–ˆ์ง€๋งŒ, ์‹ค์ œ ๋ณ‘๋ชฉ์€ ๋ฉ”๋ชจ๋ฆฌยทํŒจํ‚ค์ง•ยท์žฅ๋น„ยท์†Œ์žฌ๊นŒ์ง€ ํ™•์‚ฐ๋˜๊ณ 

์†Œ๋ฒ„๋ฆฐ AI ํˆฌ์ž
Ajussi Talk

์†Œ๋ฒ„๋ฆฐ AI ํˆฌ์ž ๋กœ๋“œ๋งต 2025: ๊ตญ๊ฐ€ AI ์Šคํƒยท๋ฐ์ดํ„ฐ์ฃผ๊ถŒยท๊ตญ๋ถ€ํŽ€๋“œ | Sovereign AI 2025: How Nations Build AI Stacks โ€” and How to Invest

์ธํŠธ๋กœ ๐Ÿ”— ์†Œ๋ฒ„๋ฆฐ AI ํˆฌ์ž2024~25๋…„ ๋™์•ˆ ๊ธ€๋กœ๋ฒŒ ์‹œ์žฅ์—์„œ ๊ฐ€์žฅ ๋œจ๊ฑฐ์šด ํ‚ค์›Œ๋“œ ์ค‘ ํ•˜๋‚˜๊ฐ€ **โ€œ์†Œ๋ฒ„๋ฆฐ AI(Sovereign AI)โ€**๋‹ค.๊ตญ๊ฐ€๊ฐ€ ์ž๊ตญ ์ธํ”„๋ผยท๋ฐ์ดํ„ฐยท์ธ๋ ฅยท๊ธฐ์—… ์ƒํƒœ๊ณ„๋กœ AI๋ฅผ

AI์™€ ์—๋„ˆ์ง€
Ajussi Talk

AI์™€ ์—๋„ˆ์ง€ ์ „ํ™˜ ํˆฌ์ž ์ „๋žต 2025: ์ „๋ ฅ๋งยท๋ฐ์ดํ„ฐ์„ผํ„ฐยทESG๊นŒ์ง€ (AI Meets Energy Transition: Power, ESG, and Global Investing)

ํ•ต์‹ฌ ์ธํŠธ๋กœ 2025๋…„ ๊ธˆ์œต์‹œ์žฅ์˜ ๊ฐ€์žฅ ํฐ ํ™”๋‘๋Š” AI์™€ ์—๋„ˆ์ง€ ์ „ํ™˜์˜ ๊ต์ฐจ์ ์ด๋‹ค.AI๋Š” ์—ฐ์‚ฐ ๋Šฅ๋ ฅ ํ™•์‚ฐ์œผ๋กœ ์ „๋ ฅ ์ˆ˜์š”๋ฅผ ํญ๋ฐœ์ ์œผ๋กœ ๋Š˜๋ฆฌ๊ณ , ์—๋„ˆ์ง€ ์ „ํ™˜์€

AI ์ธํ”„๋ผ ํˆฌ์ž
Ajussi Talk

AI ์ธํ”„๋ผ ํˆฌ์ž ์ง€๋„ 2025: ์นฉยท์ „๋ ฅยท๋ฐ์ดํ„ฐ์„ผํ„ฐ, ๊ทธ๋ฆฌ๊ณ  ๊ฑธํ”„ | 2025๋…„

์š”์•ฝ AI ์ธํ”„๋ผ ํˆฌ์ž, AI ๊ฒฝ์ œ์˜ ๋ณ‘๋ชฉ์€ ์•Œ๊ณ ๋ฆฌ์ฆ˜์ด ์•„๋‹ˆ๋ผ **์ธํ”„๋ผ(์นฉยท์ „๋ ฅยท๋ฐ์ดํ„ฐ์„ผํ„ฐ)**๋‹ค. ์ธํŠธ๋กœ AI ์ธํ”„๋ผ ํˆฌ์ž, AI๋Š” ์ด์ œ ์†Œํ”„ํŠธ์›จ์–ด๊ฐ€ ์•„๋‹ˆ๋ผ ์ธํ”„๋ผ๋‹ค.๋ชจ๋ธ์ด ์ปค์งˆ์ˆ˜๋ก

AI ESG ํˆฌ์ž, AI ESG Investing
Ajussi Talk

AI ESG ํˆฌ์ž ์ „๋žต: ์ธ๊ณต์ง€๋Šฅ์ด ์ด๋„๋Š” ์ง€์†๊ฐ€๋Šฅํ•œ ๊ธ€๋กœ๋ฒŒ ํฌํŠธํด๋ฆฌ์˜ค (AI ESG Investing) | 2025๋…„

์š”์•ฝ AI ESG ํˆฌ์ž๋Š” ์ธ๊ณต์ง€๋Šฅ ์•Œ๊ณ ๋ฆฌ์ฆ˜์„ ํ™œ์šฉํ•ด ๊ธฐ์—…์˜ ํ™˜๊ฒฝ(Environment)ยท์‚ฌํšŒ(Social)ยท์ง€๋ฐฐ๊ตฌ์กฐ(Governance) ๋ฐ์ดํ„ฐ๋ฅผ ๋ถ„์„ํ•˜๊ณ , ํˆฌ์ž ์„ฑ๊ณผ์™€ ์ง€์†๊ฐ€๋Šฅ์„ฑ์„ ๋™์‹œ์— ์ถ”๊ตฌํ•˜๋Š” ์ „๋žต์ด๋‹ค. ๊ณผ๊ฑฐ์—๋Š” ESG๊ฐ€ ๋‹จ์ˆœํžˆ

AI ํ€€ํŠธ ํˆฌ์ž
Ajussi Talk

AI ํ€€ํŠธ ํˆฌ์ž ํ˜์‹ : ์ธ๊ณต์ง€๋Šฅ์ด ๋ฐ”๊พธ๋Š” ๊ธ€๋กœ๋ฒŒ ์ฃผ์‹์‹œ์žฅ (AI Quant Investing) | 2025๋…„

์š”์•ฝ AI ํ€€ํŠธ ํˆฌ์ž๋Š” ๋ฐ์ดํ„ฐ ๊ธฐ๋ฐ˜ ์•Œ๊ณ ๋ฆฌ์ฆ˜๊ณผ ์ธ๊ณต์ง€๋Šฅ์„ ๊ฒฐํ•ฉํ•ด ์‹œ์žฅ ๋ณ€๋™์„ฑ์„ ์˜ˆ์ธกํ•˜๊ณ  ์œ„ํ—˜์„ ๊ด€๋ฆฌํ•˜๋Š” ์ „๋žต์ด๋‹ค. ๊ณผ๊ฑฐ ๋Œ€ํ˜• ํ—ค์ง€ํŽ€๋“œ์˜ ์ „์œ ๋ฌผ์ด์—ˆ๋˜ ํ€€ํŠธ

AI ํˆฌ์ž ํ”„๋กฌํ”„ํŠธ
Ajussi Picks

AI ํˆฌ์ž ํ”„๋กฌํ”„ํŠธ ํ—ˆ๋ธŒ: ์ฑ—๋ด‡ยทํˆด ๋งํฌ 10๊ฐ€์ง€ | AI Investing Prompt Hub | Chatbots & Tools | 2025๋…„

AI ํˆฌ์ž ํ”„๋กฌํ”„ํŠธ ์ฑ—๋ด‡ยทํˆด ๋งํฌ 10๊ฐ€์ง€ | AI Investing Prompt Hub | Chatbots & Tools์‹ค์ ยท์ปจ์ฝœยทETF ๋น„๊ตยท๋‰ด์Šค ํŠธ๋ผ์ด์• ์ง€๊นŒ์ง€ ๋ฐ”๋กœ ์“ฐ๋Š” AI

Scroll to Top