"9억 명이 쓰는데 160조 적자라고?" 삼성·SK가 오픈AI '220조 주문서' 받고도 잠 못 자는 진짜 이유

#OpenAI #SamsungElectronics #SKHynix #HBM ChatGPT is used by 900 million people worldwide, yet the actual paying subscribers number only 50 million. OpenAI, which incurs a monthly deficit of 3 trillion won and expects to turn a profit only by 2030, has submitted a massive 220 trillion won order for HBM to Samsung Electronics and SK Hynix. Behind this order, which appears to be a tremendous opportunity, lies a fatal risk: a "specially customized dish" tailored exclusively for a single company. Today on Mernote, we sharply dissect everything from an analysis of OpenAI's distorted financial structure to the real risk factors that custom HBM facility investments will bring. ⏰ Timeline 0:00 A company used by 900 million people but not making money: Misconceptions and the truth 0:48 A monthly deficit of 3 trillion won: Where on earth is the money leaking? 1:52 Only 50 million pay at a restaurant with 900 million customers? 3:01 The 220 Trillion Won Mega Order Handed to Samsung and SK 4:31 'Money-Making Deficit' Antropics vs. 'Money-Spending Deficit' OpenAI 5:51 The Pitfalls of 'Specialized Custom Cuisine': Custom HBM Risk 6:43 Power Bottlenecks and Peakout Concerns, the Shaking AI Market 7:48 Mer's Note: What If You Were a Restaurant Owner? ⏩ Watch Mer's Note videos reading the complex world from a money perspective    • 메르노트 | 돈으로 읽는 세상   👍🏻 Subscribing, liking, and commenting are a great help in preparing the next insights. 📌 Read the full article on Mer: https://blog.naver.com/ranto28/ _ #Mer #MerNote #OpenAI #ChatGPT #SamsungElectronics #SKHynix #HBM #CustomHBM #SemiconductorWar #CapitalInvestment #Antropic #AIBubble #PeakOut #DataCenter #ArtificialIntelligence #SemiconductorStockPrice #DemandSlowdown #JPMorgan #PyeongtaekP4 #YonginCluster