https://insightimes.com/articles/ai-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-90gw-%EC%A0%84%EB%A7%9D-%EC%99%9C-%EB%8B%AC%EB%9F%AC%EB%B3%B4%EB%8B%A4-%EC%A0%84%EB%A0%A5%EC%9D%B4-%EC%A4%91%EC%9A%94%ED%95%9C%EA%B0%80Insight Timesko2026-10-05T10:32:41.432Z미국 AI 데이터센터가 90GW로 간다, 이제 중요한 숫자는 달러보다 GW다 https://insightimes.com/articles/ai-%ED%88%AC%EC%9E%90%EB%B6%90%EC%9D%B4-%EB%AF%B8%EA%B5%AD-%EC%9E%A5%EA%B8%B0%EA%B8%88%EB%A6%AC%EC%99%80-%EC%9E%90%EC%97%B0%EC%9D%B4%EC%9E%90%EC%9C%A8%EC%9D%84-%EB%86%92%EC%9D%BC-%EC%88%98-%EC%9E%88%EB%8A%94-%EC%9D%B4%EC%9C%A0Insight Timesko2026-10-05T10:31:55.157ZAI가 주가만 올리는 것이 아니다, 장기금리까지 올릴 수 있다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC%EA%B0%80-%ED%8C%8C%EB%8A%94-%EA%B2%83%EC%9D%80-%EC%9E%90%EB%8F%99%EC%B0%A8%EA%B0%80-%EC%95%84%EB%8B%88%EB%8B%A4-%ED%92%8D%EC%9A%94%EC%9D%98-%EC%9A%B4%EC%98%81%EC%B2%B4%EC%A0%9C%EA%B0%80-%EC%84%B1%EB%A6%BD%ED%95%98%EB%A0%A4%EB%A9%B4-%ED%95%84%EC%9A%94%ED%95%9C-%EC%84%B8-%EA%B0%80%EC%A7%80-%EC%A6%9D%EB%AA%85Insight Timesko2026-10-05T07:03:28.614Z테슬라가 파는 것은 자동차가 아니다 ‘풍요의 운영체제’가 성립하려면 필요한 세 가지 증명 https://insightimes.com/articles/%EB%B0%B1%EC%95%85%EA%B4%80-si-%ED%96%89%EC%A0%95%EB%AA%85%EB%A0%B9%EC%9D%80-%EC%B4%88%EC%A7%80%EB%8A%A5-%EC%84%A0%EC%96%B8%EC%9D%B8%EA%B0%80-7000%EC%96%B5%EB%8B%AC%EB%9F%AC-%ED%88%AC%EC%9E%90%EC%9D%98-%EB%9C%BBInsight Timesko2026-10-05T07:02:23.211Z백악관이 AI를 SI로 바꾼 진짜 이유 https://insightimes.com/articles/cuda-20%EB%85%84-%ED%95%B4%EC%9E%90-deepseek%EC%9D%98-ascend-%EB%8F%84%EA%B5%AC%EB%A1%9C-%ED%9D%94%EB%93%A4%EB%A6%AC%EB%82%98Insight Timesko2026-10-05T03:03:21.331Z중국은 Nvidia GPU보다 더 어려운 것을 복제하기 시작했다, CUDA다 https://insightimes.com/articles/ptc-%EC%9D%B8%EC%88%98-200%EC%96%B5%EB%8B%AC%EB%9F%AC-%EC%8A%88%EB%82%98%EC%9D%B4%EB%8D%94%EB%8A%94-%EC%99%9C-%EB%A7%A4%EC%B6%9C-73%EB%B0%B0%EB%A5%BC-%EC%A3%BC%EB%A0%A4-%ED%95%98%EB%82%98Insight Timesko2026-10-05T03:02:33.480ZAI 시대의 전력회사가 200억달러를 주고 ‘설계 소프트웨어’를 사려는 이유 https://insightimes.com/articles/%EC%97%94%EB%B9%84%EB%94%94%EC%95%84-%EC%98%A4%ED%94%88-%EB%AA%A8%EB%8D%B8-%EC%A0%84%EB%9E%B5-%ED%86%A0%ED%81%B0%EA%B0%92-10%EB%B6%84%EC%9D%98-1%EC%9D%B4%EB%A9%B4-gpu-%EC%88%98%EC%9A%94%EB%8A%94-%EB%8A%98%EA%B9%8CInsight Timesko2026-10-05T03:01:47.233ZNvidia가 ‘무료에 가까운 AI 모델’을 키우는 진짜 이유 https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-%EC%B4%9D%EB%A7%88%EC%A7%84-87-ai-%EA%B0%92%EC%9D%B4-%EB%82%B4%EB%A6%AC%EB%8A%94%EB%8D%B0-%EB%A9%94%EB%AA%A8%EB%A6%AC%EB%8A%94-%EC%99%9C-%EB%B9%84%EC%8B%BC%EA%B0%80Insight Timesko2026-10-05T01:04:27.817Z최고 지능은 $2로 수렴했다: AI 가격 붕괴가 메모리·SSD의 희소성을 키우는 역설 https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-87-%EB%A7%88%EC%A7%84%EC%97%90%EB%8F%84-p-e-6%EB%B0%B0-%EB%A9%94%EB%AA%A8%EB%A6%AC-%EB%A6%AC%EB%A0%88%EC%9D%B4%ED%8C%85%EC%9D%80-%EB%8B%A4%EC%9D%8C-%EB%B6%88%ED%99%A9%EC%97%90%EC%84%9C-%EA%B2%B0%EC%A0%95%EB%90%9C%EB%8B%A4Insight Timesko2026-10-05T01:03:31.670Z마이크론 87% 마진에도 P/E 6배 메모리 리레이팅은 ‘다음 불황’에서 결정된다 https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-%EB%A7%88%EC%A7%84-87-ai-%EB%8B%A8%EA%B0%80-2%EB%8B%AC%EB%9F%AC-%EC%8B%9C%EB%8C%80%EC%97%90-%EC%99%9C-%EC%98%A4%EB%A5%B4%EB%82%98Insight Timesko2026-10-05T01:02:34.696Z지능은 2달러로 내려가는데, 메모리는 87% 마진을 찍었다 https://insightimes.com/articles/si-%ED%96%89%EC%A0%95%EB%AA%85%EB%A0%B9-14434%ED%98%B8-6%EA%B0%9C%EC%82%AC-%ED%98%91%EC%95%BD%EC%9D%80-%EA%B3%BC%EC%A0%90-%EC%A7%80%EC%A0%95%EC%9D%B8%EA%B0%80Insight Timesko2026-10-05T01:01:40.857ZAI를 SI로 바꾼 백악관, 진짜 투자 신호는 ‘이름’보다 국가 인프라다 https://insightimes.com/articles/10%EB%85%84%EB%AC%BC-%EA%B8%88%EB%A6%AC-528-ai-%EC%A3%BC%EC%8B%9D%EC%9D%80-%EC%99%9C-%EB%91%98%EB%A1%9C-%EA%B0%88%EB%A6%AC%EB%82%98Insight Timesko2026-10-04T22:46:38.962Z브레이크 밟은 연준, 액셀 밟은 채권시장: 10월 첫째 주 AI 투자자의 체크포인트 https://insightimes.com/articles/%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%A0-capex-250%EC%96%B5%EB%8B%AC%EB%9F%AC-%EB%A9%94%EB%AA%A8%EB%A6%AC-%ED%94%BC%ED%81%AC-%EC%8B%A0%ED%98%B8%EC%9D%BC%EA%B9%8CInsight Timesko2026-10-04T15:18:21.619Z메모리 피크를 찾는다면, 이제 가격보다 CapEx를 봐야 한다 https://insightimes.com/articles/%EB%A9%94%EB%AA%A8%EB%A6%AC-%ED%94%BC%ED%81%AC%EB%8A%94-%EC%99%94%EB%82%98-%EA%B0%80%EA%B2%A9%EC%9D%80-%EB%A8%BC%EC%A0%80-%EC%8B%9D%EA%B3%A0-%EA%B3%B5%EA%B8%89-%EB%B6%80%EC%A1%B1%EC%9D%80-2028%EB%85%84%EC%9D%84-%EB%B3%B8%EB%8B%A4Insight Timesko2026-10-04T15:17:38.945Z메모리 피크는 왔나? 가격은 먼저 식고, 공급 부족은 2028년을 본다 https://insightimes.com/articles/ai-%EC%A3%BC%EC%8B%9D-2027%EB%85%84-%EA%B8%B0%EC%A4%80-%EC%99%9C-%ED%88%AC%EC%9E%90%EC%95%A1%EB%B3%B4%EB%8B%A4-fcf%EB%A5%BC-%EB%B4%90%EC%95%BC-%ED%95%98%EB%82%98Insight Timesko2026-10-04T15:16:47.630ZAI 강세장의 기준이 바뀌었다: 2027년은 ‘얼마나 쓰나’보다 ‘누가 현금을 버나’의 시장 https://insightimes.com/articles/ai-%EB%A7%A4%EC%B6%9C-%EA%B3%B5%EB%B0%B1-42%EC%A1%B0%EB%8B%AC%EB%9F%AC-%EB%8D%B0%EC%9D%B4%ED%84%B0%EC%84%BC%ED%84%B0-%ED%88%AC%EC%9E%90%EB%8A%94-%ED%9A%8C%EC%88%98%EB%90%A0%EA%B9%8CInsight Timesko2026-10-03T14:18:15.314ZAI는 앞으로 5년 안에 ‘연 4.2조달러’의 새 매출을 찾아야 한다 https://insightimes.com/articles/spacex-735-%EA%B8%89%EB%93%B1-%EC%9D%B4%EC%9C%A0-starlink%EC%99%80-ai%EB%8A%94-%EC%96%BC%EB%A7%88%EB%82%98-%EB%B2%84%EB%82%98Insight Timesko2026-10-03T14:17:29.522ZSpaceX +7.35%, 로켓이 아니라 ‘세 개의 현금흐름 엔진’이 재평가됐다 https://insightimes.com/articles/%ED%85%8C%EC%8A%AC%EB%9D%BC-%EC%9E%90%EB%8F%99%EC%B0%A8-2%EB%85%84%EC%9D%98-%EC%97%AD%EC%84%B1%EC%9E%A5-%EB%81%9D%EC%9D%B4-%EB%B3%B4%EC%9D%B8%EB%8B%A4-%EC%9D%B4%EC%A0%9C-%ED%99%95%EC%9D%B8%ED%95%A0-%EA%B2%83%EC%9D%80-%ED%8C%90%EB%A7%A4%EA%B0%80-%EC%95%84%EB%8B%88%EB%9D%BC-%EB%A7%88%EC%A7%84Insight Timesko2026-10-03T14:16:36.697Z테슬라 자동차, 2년의 역성장 끝이 보인다 https://insightimes.com/en/articles/why-ai-spending-could-push-up-long-term-treasury-yieldsInsight Timesen2026-10-05T10:36:48.948ZAI Can Lift More Than Stocks: It May Push Long-Term Yields Higher Too https://insightimes.com/en/articles/why-does-goldman-see-us-data-centers-hitting-90gw-by-2027Insight Timesen2026-10-05T10:36:22.988ZUS AI Data Centers Are Headed for 90GW. Gigawatts Now Matter More Than Dollars https://insightimes.com/en/articles/why-did-the-white-house-rename-ai-super-intelligence-$698b-capexInsight Timesen2026-10-05T07:07:48.734ZWhy the White House Swapped "AI" for "Super Intelligence" https://insightimes.com/en/articles/tesla-master-plan-part-iv-can-110gwh-of-storage-cut-costsInsight Timesen2026-10-05T07:07:16.689ZTesla Isn't Selling Cars: Three Proofs Its "Operating System for Abundance" Needs https://insightimes.com/en/articles/why-does-nvidia-back-free-ai-models-$890b-data-center-viewInsight Timesen2026-10-05T03:07:32.307ZWhy Nvidia Is Happy to Help Make AI Models Nearly Free https://insightimes.com/en/articles/schneider-electric-ptc-deal-why-pay-$20b-for-design-softwareInsight Timesen2026-10-05T03:07:10.945ZWhy a Power Company Wants to Pay $20 Billion for Design Software https://insightimes.com/en/articles/nvidia-cuda-moat-why-are-deepseek-and-huawei-targeting-itInsight Timesen2026-10-05T03:06:43.765ZChina Is Now Copying Something Harder Than Nvidia's GPUs: CUDA https://insightimes.com/en/articles/why-does-the-white-houses-ai-to-si-order-matter-for-nvidia-and-chip-stocksInsight Timesen2026-10-05T01:08:50.465ZWhite House Swaps AI for "SI." The Real Investment Signal Is Infrastructure, Not the Name https://insightimes.com/en/articles/micron-87-gross-margin-why-is-memory-scarce-as-ai-gets-cheaperInsight Timesen2026-10-05T01:08:29.250ZIntelligence Falls to $2 a Million Tokens While Micron Posts an 87% Margin https://insightimes.com/en/articles/why-is-micron-mu-trading-at-6x-p-e-with-an-87-gross-marginInsight Timesen2026-10-05T01:08:08.221ZMicron's 87% Margin, 6x P/E: Memory's Re-Rating Will Be Decided in the Next Downturn https://insightimes.com/en/articles/micron-87-gross-margin-why-is-cheap-ai-making-memory-scarcerInsight Timesen2026-10-05T01:07:42.508ZTop AI Models Converge at $2 per Million Tokens as Micron Margin Hits 87% https://insightimes.com/en/articles/why-is-the-10-year-treasury-yield-at-528-after-weak-jobs-dataInsight Timesen2026-10-04T22:50:02.385ZThe Fed Hit the Brakes. The Bond Market Hit the Gas. https://insightimes.com/en/articles/why-does-the-10-year-yield-at-534-matter-for-ai-stocks-and-free-cash-flowInsight Timesen2026-10-04T15:22:34.837ZThe AI Bull Market Changes Its Test: Who Earns the Cash, Not Who Spends the Most https://insightimes.com/en/articles/micron-and-memory-peak-is-the-2028-supply-shortage-endingInsight Timesen2026-10-04T15:22:16.114ZHas Memory Peaked? Prices Are Cooling, but the Shortage Looks Set to Run to 2028 https://insightimes.com/en/articles/micron-capex-vs-memory-peak-is-2028-oversupply-a-riskInsight Timesen2026-10-04T15:21:49.703ZLooking for the Memory Peak? Watch Capex, Not Prices https://insightimes.com/en/articles/tesla-q3-deliveries-486532-does-sales-recovery-reach-marginsInsight Timesen2026-10-03T14:22:32.314ZTesla's Two-Year Sales Slide May Be Ending. Margins Will Say If It Counts https://insightimes.com/en/articles/why-did-spacex-stock-jump-735-on-oct-2-starlink-and-ai-cash-flowInsight Timesen2026-10-03T14:22:10.513ZSpaceX Jumps 7.35%: Investors Are Pricing Three Cash Engines, Not Rockets https://insightimes.com/en/articles/ai-spending-can-it-close-a-$42-trillion-annual-revenue-gapInsight Timesen2026-10-03T14:21:40.702ZAI Has Five Years to Find $4.2 Trillion in New Annual Revenue