๐Ÿ“š ๊ตฌ๋ฃจ๋‹ˆ ๊ณต๋ถ€๋ฐฉ โšฝ๏ธ PIVOT
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์—ฌ์˜๋„ ์• ๋„๋ฆฌ์ŠคํŠธ์—์„œ ๊ฐ•๋‚จ ์ถ•๊ตฌ๊ต์‹ค ์‚ฌ์žฅ๋‹˜์œผ๋กœ ๋ณ€์‹ ํ•œ ๊ตฌ๋ฃจ๋‹ˆ์˜ ์ฃผ์‹ ๊ณต๋ถ€๋ฐฉ

- ํ”ผ๋ฒ— ํ™ˆํ”ผ: https://www.pivotand.com/
- ํ”ผ๋ฒ— ๋ธ”๋กœ๊ทธ: https://blog.naver.com/pivotinve
- ์–ด์„ผ๋“œ ํ™ˆํ”ผ: https://ascendfc.co.kr/
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2๋…„๋ž˜ ์ตœ๋Œ€ ๊ฑฐ๋ž˜๋Ÿ‰ ๊ธฐ๋ก + ๋‹น์ผ ๊ฑฐ๋ž˜๋Ÿ‰์ด ๋ฐœํ–‰์ฃผ์‹์ˆ˜ ๋Œ€๋น„ 15% ์ด์ƒ ํšŒ์ „ํ•œ ์ฃผ์‹ ๋ชฉ๋ก

* ๋งˆ์ฐฌ๊ฐ€์ง€๋กœ ๊ธ‰๋“ฑ ์ด์œ ๋Š” LLM์ด ์ถ”์ •ํ•œ ๊ฒƒ์ด๋ฏ€๋กœ ์ •ํ™•ํ•˜์ง€ ์•Š์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค
๐Ÿ‘2
๐Ÿ“š ๊ตฌ๋ฃจ๋‹ˆ ๊ณต๋ถ€๋ฐฉ โšฝ๏ธ PIVOT
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26๋…„ 3์›” 10์ผ ๋‚ด๋ถ€์ž๋งค์ˆ˜ ๊ณต์‹œ ๋ชฉ๋ก
๊ด€์‹ฌ ๊ธฐ์—…: DSR์ œ๊ฐ•, ํ‹ฐ์—์Šค์ด

* ํฐ์œผ๋กœ ๋ณด์‹ค ๋•Œ๋Š” ์ €์žฅํ•ด์„œ ๊ฐค๋Ÿฌ๋ฆฌ์—์„œ ๋ณด์„ธ์š”
โค1
๐Ÿ“š ๊ตฌ๋ฃจ๋‹ˆ ๊ณต๋ถ€๋ฐฉ โšฝ๏ธ PIVOT
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26๋…„ 3์›” 11์ผ~13์ผ ๋‚ด๋ถ€์ž๋งค์ˆ˜

๊ด€์‹ฌ ๊ธฐ์—…: ์ œํ…Œ๋งˆ, ํ•œ๋ผ์บ์ŠคํŠธ, ๋Œ€ํ™”์ œ์•ฝ, ์…€๋ฐ”์ด์˜คํœด๋จผํ…, ์ฝ”์Šค๋งฅ์Šค์—”๋น„ํ‹ฐ, ์ ๋ฆฌ๋“œ
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Japan cable maker Fujikura to invest in US for AI data center push
https://asia.nikkei.com/business/companies/japan-cable-maker-fujikura-to-invest-in-us-for-ai-data-center-push

Japanese optical fiber maker Fujikura will invest up to 300 billion yen ($1.88 billion) in Japan and the U.S., tripling production capacity of optical fiber cables in response to rising demand for artificial intelligence data centers, the company announced Friday.
์ธ๊ณต์ง€๋Šฅ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ˆ˜์š” ์ฆ๊ฐ€์— ๋Œ€์‘ํ•ด ์ผ๋ณธ๊ณผ ๋ฏธ๊ตญ์— ์ตœ๋Œ€ 3์ฒœ์–ต ์—”(18์–ต 8์ฒœ๋งŒ ๋‹ฌ๋Ÿฌ)์„ ํˆฌ์žํ•ด ๊ด‘์„ฌ์œ  ์ผ€์ด๋ธ” ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ์„ธ ๋ฐฐ๋กœ ๋Š˜๋ฆด ๊ณ„ํš

Naoki Okada CEO
"We understand that a series of massive data centers are being built in a relatively short period of time,"
"์šฐ๋ฆฌ๋Š” ๋น„๊ต์  ์งง์€ ๊ธฐ๊ฐ„ ์•ˆ์— ๋Œ€๊ทœ๋ชจ ๋ฐ์ดํ„ฐ ์„ผํ„ฐ๋“ค์ด ์ž‡๋”ฐ๋ผ ๊ฑด์„ค๋˜๊ณ  ์žˆ๋‹ค๋Š” ๊ฒƒ์„ ์•Œ๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค."

The cable maker had previously only planned to add more facilities, but now investment to build new plants has become necessary
์ด์ „์—๋Š” ๋‹จ์ˆœํžˆ ์‹œ์„ค์„ ํ™•์ถฉํ•  ๊ณ„ํš์ด์—ˆ์ง€๋งŒ, ์ด์ œ๋Š” ์‹ ๊ทœ ๊ณต์žฅ ๊ฑด์„ค์— ๋Œ€ํ•œ ํˆฌ์ž๊ฐ€ ํ•„์ˆ˜์ ์ด ๋˜์—ˆ์Šต๋‹ˆ๋‹ค

The company needs to increase capacity "across the board, from [glass] materials to the cable itself."
"์œ ๋ฆฌ ์†Œ์žฌ๋ถ€ํ„ฐ ์ผ€์ด๋ธ” ์ž์ฒด์— ์ด๋ฅด๊ธฐ๊นŒ์ง€ ๋ชจ๋“  ๋ถ„์•ผ์—์„œ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ํ™•๋Œ€ํ•ด์•ผ ํ•ฉ๋‹ˆ๋‹ค"
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