뉴스 | 🇰🇷 한국 | "RUSH"

동아일보

보수 성향

IT/기술

긍정적

[DBR]“삼전-닉스, ‘AI 골드러시’에 강력한 진입장벽 보유”

인공지능(AI)이 산업 전반에 혁신을 일으키며 막대한 가치를 창출할 것인지, 아니면 과도한 기대 속에 형성된 거품으로 끝날 것인지를 둘러싼 논쟁은 여전히 현재 진행형이다. 앤디 우 하버드대 경영대학원(HBS) 교수는 이 문제를 기술 자체가 아닌 산업 구조와 경쟁 역학의 관점에서 분석해 온 전략 분야 연구자다. 그는 “소비자 대상 구독 모델만으로는 생성형 AI의 높은 변동비를 감당하기 어렵다”며 “AI 기업들이 지속 가능한 수익 모델을 구축하지 못할 경우 AI 생태계 전반이 흔들릴 수 있다”고 경고한다. 특히 우 교수는 HBR(하버드비즈니스리뷰)에 소개한 최근 연구에서 현재의 AI 열풍을 ‘골드러시(Gold Rush)’에 비유해 주목받았다. 그의 분석에 따르면 AI 산업은 크게 금을 캐는 기업(AI 모델 개발사 및 클라우드 기업), 삽을 파는 기업(AI 칩·반도체 등 인프라 기업), 그리고 금을 가공하는 기업(애플리케이션 중심의 기존 정보기술 기업)으로 구분된다. 그는 장기적으로 금

조선일보

보수 성향

문화/연예

1주년 맞은 ‘하이브 J-팝 보이그룹’ 아오엔, 7월 돌아온다…새 싱글 발매

[OSEN=강서정 기자] ‘하이브 J-팝 보이그룹' aoen(아오엔)이 컴백한다. 5일 소속사 제이코닉(JCONIC)은 aoen은 오는 7월 22일 세 번째 싱글 'HAJIMARI COLOR'(하지마리 컬러/ハジマリCOLOR)를 발매한다고 밝혔다. 지난 3월 발표한 두 번째 싱글 'INSTANT CRUSH'(일본명 '秒で落ちた') 이후 약 4개월 만의 컴백

The Korea Herald

중도 성향

산업/기업

Seoul shares sharply down late Tue. morning on profit-taking

South Korean stocks traded lower late Tuesday morning as investors rushed to cash out market heavyweights, bucking overnight gains on Wall Street. Opening a tad higher, the benchmark Korea Composite Stock Price Index was down 188.63 points, or 2.15 percent, to 8,599.75 as of 11:20 a.m. Overnight, US stocks finished higher, with major indexes reaching fresh record highs as a rally in tech shares lifted market sentiment. US chip giant Nvidia surged more than 6 percent after CEO Jensen Huang unveil

The Korea Herald

중도 성향

기타

Lee vows zero tolerance for those who defame disaster victims

President Lee Jae Myung said Sunday he will not tolerate those who insult victims and bereaved families of social disasters. "I will order authorities to thoroughly investigate and sternly punish" anyone who does so, he said, citing a recent case in which a man in his 50s was arrested for allegedly posting more than 3,000 defamatory messages targeting victims and their families of the 2014 Sewol ferry sinking, the 2022 Itaewon crowd crush and the 2024 Jeju Air crash. "Why on earth would someone

The Korea Herald

중도 성향

기타

Korea's growth fund sells out in 4 days. Here's why markets care

South Korea's National Growth Fund is drawing attention from two corners of the market: retail investors rushing into a new state-backed product and equity investors tracking where the government's bigger policy money is going. The retail-facing product almost sold out in four selling days, with 99.9 percent of its 600 billion won ($400 million) allocation taken up as of Thursday, according to the Financial Services Commission. But the retail frenzy is only the most visible piece of a much large

The Korea Herald

중도 성향

경제

Korean investors chase US stocks despite Kospi rally

South Korea’s efforts to draw retail investors back to domestic markets through reshoring investment accounts, incentives and a surging Kospi are failing to slow the retail rush into US stocks. According to the Korea Securities Depository on Thursday, Korean investors’ custody holdings of US equities climbed to $200.4 billion as of May 26, already exceeding last year’s full-year record within just five months. The figure marks a 22 percent increase from the end of 2025. The surge was driven larg

The Korea Herald

중도 성향

사회

Off-duty officer prevents stabbing at Daegu restaurant

An off-duty police officer apprehended a man armed with a broken soju bottle at a restaurant in Daegu, preventing possible injuries to other customers, police said. According to surveillance camera footage released by the Korean National Police Agency on Wednesday, Officer Park Ji-hoon of the Daegu Bukbu Police Station subdued a man in his 60s who suddenly rushed toward a companion while wielding the broken bottle. The incident occurred on April 10 while Park was off duty and dining with a frien

The Korea Herald

중도 성향

정치

USFK says S. Korea-US alliance remains committed to 'conditions-based' OPCON transfer

The South Korea-US alliance remains committed to a "conditions-based" transfer of wartime operational control to Seoul from Washington, a US Forces Korea official said Wednesday, amid a report that the US military has expressed concerns over a potentially rushed OPCON transition. The official's remarks came after the Chosun Ilbo, a Korean daily, reported that USFK told the South Korean side a hurried OPCON transition would make it difficult for American troops to come under South Korean operatio

The Korea Herald

중도 성향

정치

Israel steps up Lebanon strikes as Netanyahu escalates offensive

The Israeli army intensified strikes in southern Lebanon Monday, as Israeli Prime Minister Benjamin Netanyahu said he had ordered the military to escalate its offensive in Lebanon in an effort to "crush" Hezbollah. The airstrikes come as the US and Iran seek to finalize the terms of an agreement to end the Middle East conflict, which could include the Lebanon front, where Israel and Hezbollah have waged war since March 2. Despite a ceasefire that came into effect on April 17, Israel and Iran-bac

The Korea Herald

중도 성향

정치

Trump says not to rush as details emerge of a potential Iran deal

The United States is close to reaching a deal with Iran that would end the war , reopen the Strait of Hormuz and see Iran give up its stockpile of highly enriched uranium , regional officials told The Associated Press on Sunday, though US President Donald Trump said he told representatives “not to rush into a deal.” Trump said negotiations were “proceeding in an orderly and constructive manner,” and the relationship with Iran was becoming “much more professional and productive.” He pushed back a

The Korea Herald

중도 성향

기타

Lee Ufan: ‘The process matters. Above all, encounters matter.'

VENICE, Italy -- Large brushstrokes spread across white canvases evoke both tension and harmony through rhythm and negative space. In another room, stones and steel plates face one another in silent confrontation. Korean-born artist Lee Ufan’s works may initially appear minimal and deceptively simple, but the artist says they emerged only after countless repetitions, effort and moments of contemplation. "Controlling strength is important (when painting). It only emerges after an enormous amount

뉴스

타임라인 키워드

[DBR]“삼전-닉스, ‘AI 골드러시’에 강력한 진입장벽 보유”

1주년 맞은 ‘하이브 J-팝 보이그룹’ 아오엔, 7월 돌아온다…새 싱글 발매

Seoul shares sharply down late Tue. morning on profit-taking

Lee vows zero tolerance for those who defame disaster victims

Korea's growth fund sells out in 4 days. Here's why markets care

Korean investors chase US stocks despite Kospi rally

Off-duty officer prevents stabbing at Daegu restaurant

USFK says S. Korea-US alliance remains committed to 'conditions-based' OPCON transfer

Israel steps up Lebanon strikes as Netanyahu escalates offensive

Trump says not to rush as details emerge of a potential Iran deal

Lee Ufan: ‘The process matters. Above all, encounters matter.'