2026-05-21

๋‰ด์Šค - ์›๋ฌธ ๊ธฐ๋ฐ˜ ์š”์•ฝ ํ•„์š”

๐Ÿ’ก ํ•œ์ค„ ์š”์•ฝ|๋‰ด์Šค - ์›๋ฌธ ๊ธฐ๋ฐ˜ ์š”์•ฝ ํ•„์š”

์ œ๋ชฉ(ํ•œ๊ธ€): ์—”๋น„๋””์•„ ๋ถ„๊ธฐ ๋งค์ถœ 816์–ต๋‹ฌ๋Ÿฌ ์‹ ๊ธฐ๋ก ์›๋ฌธ ์ œ๋ชฉ(์˜๋ฌธ): Nvidia posts another record quarter, reveals $43 billion of holdings in startups ์›๋ฌธ: Nvidia posts another record quarter, reveals $43 billion of holdings in startups ์†Œ์Šค: techcrunch-ai MD ํŒŒ์ผ: content/2026-05-21/techcrunch-ai-nvidia-posts-another-record-quarter-reveals-43-bil.md

ํ•ต์‹ฌ ๋‚ด์šฉ

์—”๋น„๋””์•„๊ฐ€ 4์›” 26์ผ ๋งˆ๊ฐ ๋ถ„๊ธฐ์—์„œ ๋งค์ถœ 816์–ต๋‹ฌ๋Ÿฌ๋ฅผ ๊ธฐ๋กํ•˜๋ฉฐ ๋˜ ์‹ ๊ธฐ๋ก์„ ๋ƒˆ์–ด์š”.

๋ฐ์ดํ„ฐ์„ผํ„ฐ ๋งค์ถœ๋งŒ 752์–ต๋‹ฌ๋Ÿฌ์˜€๊ณ , ์ „๋ถ„๊ธฐ ๋Œ€๋น„ ์ „์ฒด ๋งค์ถœ์€ 20% ๋Š˜์—ˆ์–ด์š”. ์ด ์‹ค์ ์„ ๋ฐ”ํƒ•์œผ๋กœ ์ž์‚ฌ์ฃผ ๋งค์ž… 800์–ต๋‹ฌ๋Ÿฌ๋„ ์Šน์ธํ–ˆ์–ด์š”.

๋™์‹œ์— ์„ฑ์žฅ ๋‘”ํ™” ์‹ ํ˜ธ๋„ ๋‚˜์™”์–ด์š”. ๋‹ค์Œ ๋ถ„๊ธฐ ๊ฐ€์ด๋˜์Šค๋Š” 910์–ต๋‹ฌ๋Ÿฌ๋กœ, ์„ฑ์žฅ๋ฅ ์€ 12%๋กœ ์ œ์‹œ๋๊ฑฐ๋“ ์š”. ๋˜ ๋น„์ƒ์žฅ ์ง€๋ถ„ ๋ณด์œ ์•ก์€ 220์–ต๋‹ฌ๋Ÿฌ์—์„œ 430์–ต๋‹ฌ๋Ÿฌ๋กœ ๊ธ‰์ฆํ–ˆ๊ณ , ํ•œ ๋ถ„๊ธฐ ๋งค์ž…์•ก๋งŒ 185์–ต๋‹ฌ๋Ÿฌ์˜€์–ด์š”.

ํ•ต์‹ฌ์€ ์—”๋น„๋””์•„๊ฐ€ ์นฉ ํšŒ์‚ฌ์—์„œ ์ธํ”„๋ผ+ํˆฌ์ž ํ”Œ๋žซํผ์œผ๋กœ ํ™•์žฅ ์ค‘์ด๋ผ๋Š” ์ ์ด์—์š”.

์žก๋Œ์Œค์˜ ํ•œ๋งˆ๋””

๋น„์ƒ์žฅ ์ง€๋ถ„์ด 220์–ตโ†’430์–ต๋‹ฌ๋Ÿฌ๋กœ ๊ธ‰์ฆํ–ˆ๊ณ , ๋ถ„๊ธฐ ๋งค์ž…๋งŒ 185์–ต๋‹ฌ๋Ÿฌ์˜€์–ด์š”. ์นฉ ํŒ๋งค๋ฅผ ๋„˜์–ด ํˆฌ์ž ์˜ํ–ฅ๋ ฅ๊นŒ์ง€ ์ปค์ง€๊ณ  ์žˆ์–ด์š”.


์ถœ์ฒ˜: Nvidia posts another record quarter, reveals $43 billion of holdings in startups

์ด ๊ธ€์ด ์–ด๋• ๋‚˜์š”?

๊ด€๋ จ ๊ธ€

๊ณต๊ฐœ ๋ณด์•ˆ ์Šค์บ๋„ˆ๋Š” ์‹ค์ œ ๋ฐฉ๋ฌธ์ž๊ฐ€ ๋ณผ ์ˆ˜ ์žˆ๋Š” ๊ฒƒ๋งŒ ๊ฒ€์‚ฌํ•ด์š”

๊ณต๊ฐœ ๋ณด์•ˆ ์Šค์บ๋„ˆ๋Š” ์‹ค์ œ ๋ฐฉ๋ฌธ์ž๊ฐ€ ๋ณผ ์ˆ˜ ์žˆ๋Š” ๊ฒƒ๋งŒ ๊ฒ€์‚ฌํ•ด์š”.

์žก๋Œ์Œค2๋ถ„ ์†Œ์š”

์ค‘๊ตญ ์‚ฌ์ด๋ฒ„๊ณต๊ฐ„๊ด€๋ฆฌ๊ตญ(CAC)์ด ์•Œ๋ฆฌ๋ฐ”๋ฐ”์˜ Qwen AI ๋ชจ๋ธ์„ ํƒ‘์žฌํ•œ ์• ํ”Œ์˜ AI ์„œ๋น„์Šค๋ฅผ ๊ณต์‹ ์Šน์ธํ–ˆ๊ฑฐ๋“ ์š”

์ค‘๊ตญ ์‚ฌ์ด๋ฒ„๊ณต๊ฐ„๊ด€๋ฆฌ๊ตญ(CAC)์ด ์•Œ๋ฆฌ๋ฐ”๋ฐ”์˜ Qwen AI ๋ชจ๋ธ์„ ํƒ‘์žฌํ•œ ์• ํ”Œ์˜ AI ์„œ๋น„์Šค๋ฅผ ๊ณต์‹ ์Šน์ธํ–ˆ๊ฑฐ๋“ ์š”.

์žก๋Œ์Œค2๋ถ„ ์†Œ์š”

์ œ๋ฏธ๋‚˜์ด 2.5 ํ”„๋กœ ์ดํ›„ ํ›„์† ํ”Œ๋ž˜๊ทธ์‹ญ ์—†์ด ์ง€๋‚ด์˜จ ๊ตฌ๊ธ€์ด ์ด๋ฒˆ์—” ์ œ๋ฏธ๋‚˜์ด 3.5 ํ”„๋กœ๋กœ ๋ฐ˜๊ฒฉ์„ ์˜ˆ๊ณ ํ•˜๊ฑฐ๋“ ์š”

์ œ๋ฏธ๋‚˜์ด 2.5 ํ”„๋กœ ์ดํ›„ ํ›„์† ํ”Œ๋ž˜๊ทธ์‹ญ ์—†์ด ์ง€๋‚ด์˜จ ๊ตฌ๊ธ€์ด ์ด๋ฒˆ์—” ์ œ๋ฏธ๋‚˜์ด 3.5 ํ”„๋กœ๋กœ ๋ฐ˜๊ฒฉ์„ ์˜ˆ๊ณ ํ•˜๊ฑฐ๋“ ์š”.

์žก๋Œ์Œค2๋ถ„ ์†Œ์š”