https://insightimes.com/articles/ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%EC%A0%84%EB%A0%A5-%EB%B6%80%EC%A1%B1-bitcoin-%EC%B1%84%EA%B5%B4%EA%B8%B0%EC%97%85%EC%9D%98-%EC%A0%84%EB%A0%A5%EC%A0%91%EC%86%8D%EA%B6%8C%EC%9D%B4-gpu%EB%B3%B4%EB%8B%A4-%EB%B9%84%EC%8B%B8%EC%A7%80%EB%8A%94-%EC%9D%B4%EC%9C%A0Insight Timesko2026-09-24T10:46:00.182ZGPU보다 오래 남는 AI 자산은 전기일 수 있다 https://insightimes.com/articles/amazon%EC%9D%80-%EC%99%9C-meta%EC%9D%98-ai%EB%8A%94-%EB%A7%89%EA%B3%A0-claude%EC%97%90%EB%8A%94-%EB%AC%B8%EC%9D%84-%EC%97%B4%EC%97%88%EC%9D%84%EA%B9%8CInsight Timesko2026-09-24T10:45:04.190ZAmazon은 왜 Meta의 AI는 막고 Claude에는 문을 열었을까 https://insightimes.com/articles/%EC%A4%91%EA%B5%AD-ai%EA%B0%80-%EC%98%A4%ED%94%88%EC%86%8C%EC%8A%A4%EB%A5%BC-%ED%83%9D%ED%95%9C-%EC%A7%84%EC%A7%9C-%EC%9D%B4%EC%9C%A0%EB%8A%94-gpu-%EB%B6%80%EC%A1%B1%EC%9D%B4%EC%97%88%EB%8B%A4Insight Timesko2026-09-24T10:44:11.229Z중국 AI가 오픈소스를 택한 진짜 이유는 ‘GPU 부족’이었다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%84%B8%EB%AF%B8-2500%EB%8C%80-%EC%A3%BC%EB%AC%B8-%EB%A7%A4%EC%B6%9C%EB%A1%9C-%EA%B3%84%EC%82%B0%ED%95%98%EB%A9%B4-%EC%99%9C-%EC%84%B1%EA%B8%89%ED%95%9C%EA%B0%80Insight Timesko2026-09-24T01:31:51.921ZTesla Semi 2,500대 주문보다 중요한 것 - 전기 트럭 시장은 이제 ‘차량’보다 ‘운영 시스템’을 판다 https://insightimes.com/articles/10%EB%85%84%EB%AC%BC-%EA%B8%88%EB%A6%AC-511-%EB%82%98%EC%8A%A4%EB%8B%A5%EC%9D%80-%EC%99%9C-113-%EB%B9%A0%EC%A1%8C%EB%82%98Insight Timesko2026-09-24T01:01:43.389Z10년물 5.11%, 성장주가 먼저 맞았다 - 강한 경제와 100달러 유가가 만든 할인율 충격 https://insightimes.com/articles/broadcom-%EC%8A%A4%EC%9C%84%EC%B9%98-90-%EC%A4%91%EA%B5%AD%EC%9D%80-%EC%99%9C-%EB%84%A4%ED%8A%B8%EC%9B%8C%ED%81%AC%EB%A5%BC-%EB%B4%A4%EB%82%98Insight Timesko2026-09-23T15:01:17.783ZAI 2막, 승부는 모델 밖에서 벌어진다 https://insightimes.com/articles/ai%EC%9D%98-%EB%8B%A4%EC%9D%8C-kpi%EB%8A%94-%ED%86%A0%ED%81%B0-%EA%B0%80%EA%B2%A9%EC%9D%B4-%EC%95%84%EB%8B%88%EB%8B%A4-%EC%84%B1%EA%B3%B5%ED%95%9C-%EC%97%85%EB%AC%B4-%ED%95%98%EB%82%98%EB%A5%BC-%EC%96%BC%EB%A7%88%EC%97%90-%EB%81%9D%EB%82%B4%EB%8A%94%EA%B0%80Insight Timesko2026-09-23T13:56:45.993ZAI의 다음 KPI는 ‘토큰 가격’이 아니다. 성공한 업무 하나를 얼마에 끝내는가 https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-5-%EC%83%81%EC%8A%B9-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EB%8A%94-%EC%99%9C-066%EC%97%90-%EA%B7%B8%EC%B3%A4%EB%82%98Insight Timesko2026-09-23T00:02:22.977Z나스닥은 신고가, S&P500은 제자리 - 메모리가 만든 ‘좁은 강세장’ https://insightimes.com/articles/%EC%BA%90%EC%8B%9C-%EC%9A%B0%EB%93%9C-%EA%B3%A0%EA%B8%88%EB%A6%AC-%EA%B0%95%EC%84%B8%EC%9E%A5-10%EB%85%84%EB%AC%BC-5%EC%9D%B8%EB%8D%B0-%EC%99%9C-%EC%A3%BC%EC%8B%9D%EC%9D%B4-%EC%98%A4%EB%A5%B4%EB%82%98Insight Timesko2026-09-23T00:00:59.930Z캐시 우드가 말하는 ‘고금리 강세장’의 논리 - AI 디플레이션이 금리를 낮추지 않아도 주식은 오를 수 있다 https://insightimes.com/articles/ai-%EA%B2%BD%EC%9F%81%EC%9D%80-%EC%B1%97%EB%B4%87-%EC%A0%90%EC%9C%A0%EC%9C%A8%EC%97%90%EC%84%9C-%ED%96%89%EB%8F%99-%EB%A0%88%EC%9D%B4%EC%96%B4-%EA%B2%BD%EC%9F%81%EC%9C%BC%EB%A1%9C-%EC%9D%B4%EB%8F%99%ED%95%9C%EB%8B%A4Insight Timesko2026-09-22T17:06:03.555ZAI 경쟁은 ‘챗봇 점유율’에서 ‘행동 레이어’ 경쟁으로 이동한다 https://insightimes.com/articles/ai-%EC%97%90%EC%9D%B4%EC%A0%84%ED%8A%B8-316%EC%A1%B0%EB%8B%AC%EB%9F%AC-gpu%EB%A7%8C-%EB%B3%B4%EB%A9%B4-%EB%86%93%EC%B9%98%EB%8A%94-%EA%B2%83Insight Timesko2026-09-22T16:31:44.322ZAI는 이제 답하지 않는다, 일한다 - ‘디지털 노동력’이 여는 두 번째 인프라 사이클 https://insightimes.com/articles/%EC%82%BC%EC%84%B1-hbm4-%EC%88%98%EC%9C%A8-80-%EB%82%B4%EB%85%84-%EC%9B%A8%EC%9D%B4%ED%8D%BC-25%EB%A7%8C-%EC%9E%A5%EC%9D%80-%EB%AC%B4%EC%8A%A8-%EB%9C%BB%EC%9D%B8%EA%B0%80Insight Timesko2026-09-22T16:16:31.255Z삼성 HBM4가 ‘만드는 단계’를 넘어섰다 - 이제 승부는 수율 80%가 아니라 물량이다 https://insightimes.com/articles/ai-%EB%B2%84%EB%B8%94%EC%9D%98-%EC%A7%88%EB%AC%B8%EC%9D%B4-%EB%B0%94%EB%80%8C%EC%97%88%EB%8B%A4-2026%EB%85%84-%ED%95%98%EB%B0%98%EA%B8%B0-%EC%9D%B4%EC%A0%9C%EB%8A%94-gpu%EB%B3%B4%EB%8B%A4-roic%EB%A5%BC-%EB%B3%B8%EB%8B%A4Insight Timesko2026-09-22T15:32:47.897ZAI 버블의 질문이 바뀌었다 2026년 하반기, 이제는 GPU보다 ROIC를 본다 https://insightimes.com/en/articles/tesla-optimus-why-china-supplier-audits-matter-more-than-ordersInsight Timesen2026-09-24T04:51:04.633ZTesla Optimus Isn't a Robot Problem Anymore. It's a Factory Problem https://insightimes.com/en/articles/amd-stock-why-a-$237b-cpu-market-forecast-is-driving-its-$1-trillion-valuationInsight Timesen2026-09-23T15:18:11.567ZAMD Crossed $1 Trillion, and the Market Started Looking at CPUs Again https://insightimes.com/en/articles/grok-47-pricing-why-$2-$6-per-million-tokens-matters-more-than-benchmarksInsight Timesen2026-09-23T15:03:24.656ZGrok 4.7's Real Weapon Isn't Performance, It's Cost Per Finished Task https://insightimes.com/en/articles/typesafe-ais-jev-why-a-$0042-model-could-matter-for-ai-marginsInsight Timesen2026-09-23T14:19:05.351ZThe Less an AI Says, the Cheaper It Gets: What Jev Means for Investors https://insightimes.com/en/articles/ai-agents-and-chips-why-pwc-sees-$316-trillion-in-data-center-spending-through-2Insight Timesen2026-09-23T14:02:54.676ZAI Stops Just Talking, Starts Working: The Second Infrastructure Cycle https://insightimes.com/en/articles/why-broadcom-claude-opus-55-and-us-china-capital-flows-all-matter-for-ai-stocksInsight Timesen2026-09-23T13:58:21.218ZAI's Second Act Is Being Fought Outside the Model https://insightimes.com/en/articles/why-did-the-nasdaq-hit-a-record-while-the-sampp-500-was-flat-micron-up-5Insight Timesen2026-09-23T00:03:41.290ZNasdaq Hits a Record, S&P 500 Goes Nowhere: Memory Chips Drive a Narrow Rally https://insightimes.com/en/articles/ai-race-2026-why-chatgpts-69-share-isnt-the-whole-storyInsight Timesen2026-09-22T17:07:09.215ZAI's Next Battle Isn't Chatbot Share. It's Who Owns the Action https://insightimes.com/en/articles/ai-capex-hits-$14-trillion-by-2027-why-investors-now-watch-roic-not-gpusInsight Timesen2026-09-22T15:34:54.826ZThe AI Bubble Question Has Changed: Now It's ROIC, Not GPUs