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Funkyonchain
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๐Ÿšจ ํ™ฉ๋Ÿฐ์‰ฐ ๋ถˆ๋ฅœ ์ธ์ •, ๊ทธ๋ฆฌ๊ณ  $4.8B AI ์žฅ๋น„ ๊ฑฐ๋ž˜?

๊ฒŒ์‹œ
2026.11.10 01:22
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์—”๋น„๋””์•„ CEO Jensen Huang์˜ ์‚ฌ์ƒํ™œ ๋…ผ๋ž€์ด ๋ถˆ๊ฑฐ์ง„ ๊ฐ€์šด๋ฐ, NVIDIA โ†’ Megaspeed โ†’ Alibaba๋กœ ์ด์–ด์ง€๋Š” ๋™๋‚จ์•„ AI ์ธํ”„๋ผ ๋„คํŠธ์›Œํฌ๋„ ์ฃผ๋ชฉ๋ฐ›๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

๐Ÿ’ฐ $4.8B+ in reported AI equipment imports
๐ŸŒ Southeast Asia's growing GPU compute network
๐Ÿ” Direct exports vs. overseas cloud access
ํ•ต์‹ฌ์€ ์นฉ์ด ์–ด๋””์— ์žˆ๋А๋ƒ๋ณด๋‹ค ๋ˆ„๊ฐ€ ๊ทธ ์—ฐ์‚ฐ ๋Šฅ๋ ฅ์— ์ ‘๊ทผํ•  ์ˆ˜ ์žˆ๋А๋ƒ์ž…๋‹ˆ๋‹ค.

โš ๏ธ ๋ถˆ๋ฒ• ๋ฐ˜์ถœยท๊ธฐ๋ฐ€ ์œ ์ถœ ๋ฐ ๋‘ ์‚ฌ์•ˆ์˜ ์ง์ ‘์  ์—ฐ๊ด€์„ฑ์€ ํ™•์ธ๋˜์ง€ ์•Š์•˜์Šต๋‹ˆ๋‹ค.

The chips stay abroad. The compute crosses borders.

โš–๏ธ Disclaimer: For informational purposes only. Not financial, investment, or legal advice.
๋ณธ ๊ฒŒ์‹œ๋ฌผ์€ ์ •๋ณด ์ œ๊ณต ๋ชฉ์ ์ด๋ฉฐ ํˆฌ์žยท๊ธˆ์œตยท๋ฒ•๋ฅ  ์ž๋ฌธ์ด ์•„๋‹™๋‹ˆ๋‹ค.
@funkyonchain

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#JensenHuang
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#Alibaba
#GPU