https://www.youngju.dev/blog 천천히 올바르게. AI Researcher & DevOps Engineer Youngju's tech blog. GPU/CUDA, LLM, MLOps, Kubernetes AI workloads, distributed training, and data engineering. ko fjvbn2003@gmail.com (Youngju Kim) fjvbn2003@gmail.com (Youngju Kim) Thu, 18 Jun 2026 00:00:00 GMT https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.en https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.en Nvidia has crossed a 5 trillion dollar market capitalization for the first time ever. This article uses data to gauge where the AI infrastructure capex cycle stands today, weighing the bull and bear cases, supply-chain bottlenecks, and the key risks in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenvidiaai-infrastructurecapexsemiconductorsdata-center https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.ja https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle.ja エヌビディアが時価総額5兆ドルを史上初めて突破しました。本稿はAIインフラの設備投資サイクルが今どこまで来ているのかをデータで確認し、強気論と弱気論、サプライチェーンのボトルネックとリスクをバランスよく整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenvidiaai-infrastructurecapexsemiconductorsdata-center https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle https://www.youngju.dev/blog/2026-06-18-nvidia-5-trillion-ai-infra-cycle 엔비디아가 시가총액 5조 달러를 사상 처음 돌파했습니다. 이 글은 AI 인프라 자본지출 사이클이 지금 어디쯤 와 있는지를 데이터로 짚고, 강세론과 약세론, 공급망 병목과 리스크를 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financenvidiaai-infrastructurecapexsemiconductorsdata-center https://www.youngju.dev/blog/finance/2026-06-18-bigtech-capex-ai-monetization.en https://www.youngju.dev/blog/finance/2026-06-18-bigtech-capex-ai-monetization.en A balanced analysis of when and how Big Tech soaring AI capital spending will return as profit. We cover depreciation and ROI, monetization paths, free cash flow, the bull and bear views, and the key risks, all backed by data. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) bigtechcapexaimonetizationinvestingfree-cash-flowdata-center https://www.youngju.dev/blog/finance/2026-06-18-bigtech-capex-ai-monetization.ja https://www.youngju.dev/blog/finance/2026-06-18-bigtech-capex-ai-monetization.ja ビッグテックの急増するAI設備投資が、いつ、どのように利益として戻るのかをバランスよく分析します。減価償却とROI、収益化の経路、フリーキャッシュフロー、強気と弱気の視点、そして主要なリスクをデータとともに整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) bigtechcapexaimonetizationinvestingfree-cash-flowdata-center https://www.youngju.dev/blog/finance/2026-06-18-bigtech-capex-ai-monetization https://www.youngju.dev/blog/finance/2026-06-18-bigtech-capex-ai-monetization 빅테크의 폭증하는 AI 설비투자가 언제, 어떻게 이익으로 돌아올지를 균형 있게 분석합니다. 감가상각과 ROI, 수익화 경로, 자유현금흐름, 강세와 약세 시각, 그리고 핵심 리스크를 데이터와 함께 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) bigtechcapexaimonetizationinvestingfree-cash-flowdata-center