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/ai/2026-06-18-on-device-edge-ai-trend.en https://www.youngju.dev/blog/ai/2026-06-18-on-device-edge-ai-trend.en AI inference, once confined to the cloud, is moving into smartphones, PCs, and embedded devices. This post examines the three drivers (latency, privacy, cost), the rise of NPUs and on-device LLMs, and the investment and industry implications, along with the risks, in a balanced way. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) aiedge-aion-devicenpullminferencetrend https://www.youngju.dev/blog/ai/2026-06-18-on-device-edge-ai-trend.ja https://www.youngju.dev/blog/ai/2026-06-18-on-device-edge-ai-trend.ja クラウドにとどまっていたAI推論が、スマートフォン・PC・組み込み機器の中へ移動しています。遅延・プライバシー・コストという三つの動因と、NPU・オンデバイスLLMの台頭、そして投資・産業の観点からの示唆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) aiedge-aion-devicenpullminferencetrend https://www.youngju.dev/blog/ai/2026-06-18-on-device-edge-ai-trend https://www.youngju.dev/blog/ai/2026-06-18-on-device-edge-ai-trend 클라우드에 머물던 AI 추론이 스마트폰·PC·임베디드 기기 안으로 이동하고 있습니다. 지연·프라이버시·비용이라는 세 가지 동인과 NPU·온디바이스 LLM의 부상, 그리고 투자·산업 관점의 시사점과 리스크를 균형 있게 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) aiedge-aion-devicenpullminferencetrend https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.en https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.en A surge in power demand from AI data centers and the expansion of renewables are pushing energy storage systems (ESS) and batteries to the fore as core infrastructure of the power era. This post covers battery technology, grid storage, the Korean battery industry, and supply chain risks from both bull and bear perspectives. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeenergy-storagebatteryessgridinvestmenttrend https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.ja https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing.ja AIデータセンター発の電力需要急増と再生可能エネルギーの拡大により、エネルギー貯蔵装置(ESS)と電池が電力時代の中核インフラとして台頭しています。電池技術、グリッド貯蔵、韓国の電池産業、サプライチェーンのリスクを、強気・弱気の視点から整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeenergy-storagebatteryessgridinvestmenttrend https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing https://www.youngju.dev/blog/finance/2026-06-18-energy-storage-battery-investing AI 데이터센터발 전력 수요 급증과 재생에너지 확대로 에너지 저장 장치(ESS)와 배터리가 전력 시대의 핵심 인프라로 부상하고 있습니다. 배터리 기술, 그리드 저장, 한국 배터리 산업, 공급망 리스크를 강세·약세 시각으로 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financeenergy-storagebatteryessgridinvestmenttrend https://www.youngju.dev/blog/finance/2026-06-18-robotaxi-autonomous-driving-investing.en https://www.youngju.dev/blog/finance/2026-06-18-robotaxi-autonomous-driving-investing.en Robotaxis have entered real commercial service in a handful of cities, putting the autonomous driving investment landscape back in focus. This post covers the levels of autonomy, key players, regulation and liability, the value chain, and the debate over the timing of profitability, from both the bull and bear perspectives. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financerobotaxiautonomous-drivingmobilitylidarinvestmenttrend https://www.youngju.dev/blog/finance/2026-06-18-robotaxi-autonomous-driving-investing.ja https://www.youngju.dev/blog/finance/2026-06-18-robotaxi-autonomous-driving-investing.ja ロボタクシーが一部の都市で実際の商用サービス段階に入り、自動運転の投資地形が再び注目されています。自動運転のレベル、主要プレイヤー、規制と責任、バリューチェーン、収益化時期の論争を、強気・弱気の両方の視点から整理します。 Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financerobotaxiautonomous-drivingmobilitylidarinvestmenttrend https://www.youngju.dev/blog/finance/2026-06-18-robotaxi-autonomous-driving-investing https://www.youngju.dev/blog/finance/2026-06-18-robotaxi-autonomous-driving-investing 로보택시가 일부 도시에서 실제 상용 서비스 단계에 들어서며 자율주행 투자 지형이 다시 주목받고 있습니다. 자율주행 단계, 주요 플레이어, 규제와 책임, 밸류체인, 수익화 시점 논쟁을 강세·약세 양쪽 시각으로 정리합니다. Thu, 18 Jun 2026 00:00:00 GMT fjvbn2003@gmail.com (Youngju Kim) financerobotaxiautonomous-drivingmobilitylidarinvestmenttrend