메타의 AI인프라 임대 소식에 반도체 충격...하락세 신호인가 저점 매수의 기회인가?

#Meta #Antropic #Compute ▶ Filming Date: July 3, 2026 ▶ [Check-in New York] Don't forget to click 'Like', 'Comment', 'Subscribe', and 'Notification Settings'! 00:00 On Air 00:22 Timeline 02:46 Capacity for Super Intelligence 06:56 Same Company, Opposite Reactions 07:40 What is Meta Compute 11:42 Why Now? 12:59 Capacity Roadmap 13:57 $50B per GW 14:47 Insights Guests: Anchor Park Myung-seok, Announcer Kwon Mi-jeong, Director Ahn Dong-hoo, US Stock Watch Live Broadcast - https://youtube.com/live/qMaPjYBLW6U

메타의 AI 인프라 임대 사업, 반도체 고점 신호일까 저점매수 구간일까?
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메타의 AI 인프라 임대 사업, 반도체 고점 신호일까 저점매수 구간일까?

Meta says it will "sell AI infrastructure"—is this the peak for semiconductors? It's not because ...
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Meta says it will "sell AI infrastructure"—is this the peak for semiconductors? It's not because ...

The Power of Quantum Computers: Solving a Problem That Would Take 10 Billion Years in Just 5 Minu...
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The Power of Quantum Computers: Solving a Problem That Would Take 10 Billion Years in Just 5 Minu...

[손석희의 12시] 트럼프가 고른 케빈 워시, 하지만 트럼프 마음대로 안 된다? W.신한 프리미어 패스파인더 단장 오건영 | 한 걸음 더 들어가겠습니다 | MBC 260701 방송
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[손석희의 12시] 트럼프가 고른 케빈 워시, 하지만 트럼프 마음대로 안 된다? W.신한 프리미어 패스파인더 단장 오건영 | 한 걸음 더 들어가겠습니다 | MBC 260701 방송

Tesla Soars 8% on Self-Driving News: What’s Next?
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Tesla Soars 8% on Self-Driving News: What’s Next?

What Does Micron's Earnings Tell Us About the Future of AI Infrastructure Investment?
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What Does Micron's Earnings Tell Us About the Future of AI Infrastructure Investment?

Trump Is All-In on AI (Seong Sang-hyun, Deputy General Manager, Investment Strategy Office, KBIZ)...
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Trump Is All-In on AI (Seong Sang-hyun, Deputy General Manager, Investment Strategy Office, KBIZ)...

원더풀 월드: 빌런들의 전성시대 [시사기획 창] / KBS  2026.06.30.
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원더풀 월드: 빌런들의 전성시대 [시사기획 창] / KBS 2026.06.30.

Ed Zitron on CNBC: Generative AI Doesn't Work, And Big Tech Is Out Of Hypergrowth Ideas
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Ed Zitron on CNBC: Generative AI Doesn't Work, And Big Tech Is Out Of Hypergrowth Ideas

Is the Korean Semiconductor Dominance Over? Why Samsung and SK Hynix Stocks Have Stalled: The "Se...
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Is the Korean Semiconductor Dominance Over? Why Samsung and SK Hynix Stocks Have Stalled: The "Se...

AI's 3 big narrative violations — 7/2/2026
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AI's 3 big narrative violations — 7/2/2026

[LIVE] 마이크로소프트는 왜 기업들의 ‘AI 불신’을 노렸나 | 이나연 특파원
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[LIVE] 마이크로소프트는 왜 기업들의 ‘AI 불신’을 노렸나 | 이나연 특파원

Nebius Inflection 2026: Full Program
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Nebius Inflection 2026: Full Program

반포 자이, 원베일리, 한남더힐에 나무 납품하는 스타트업 | 루트릭스 안정록
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반포 자이, 원베일리, 한남더힐에 나무 납품하는 스타트업 | 루트릭스 안정록

[Jung Jun-hee’s Non] Why Only Korea Inherits Chaebol Wealth, Who Do Corporations Belong To? | Aut...
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[Jung Jun-hee’s Non] Why Only Korea Inherits Chaebol Wealth, Who Do Corporations Belong To? | Aut...

June Jobs Report Cools Down, Missing Estimates by 57,000 | OpenAI Discussing Transfer of 5% Stake...
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June Jobs Report Cools Down, Missing Estimates by 57,000 | OpenAI Discussing Transfer of 5% Stake...

The Semiconductor Supply Glut Sparked by Meta: What’s the Outlook?
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The Semiconductor Supply Glut Sparked by Meta: What’s the Outlook?

Palantir Completely Changed the War, Russia Is Furious... Nuclear War?! | Professor Lee Moon-youn...
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Palantir Completely Changed the War, Russia Is Furious... Nuclear War?! | Professor Lee Moon-youn...

NVIDIA GTC Taipei 2026 Keynote | Full Replay
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NVIDIA GTC Taipei 2026 Keynote | Full Replay

마이크론 실적 '어닝 서프라이즈'...앞으로의 전개는?
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마이크론 실적 '어닝 서프라이즈'...앞으로의 전개는?