[種目]해외주식 뉴스모음 (2024-10-15)

○ 해외주식 뉴스모음 (2024-10-15)

▪️(AAPL) Apple Intelligence 출시 임박하면서 Apple iPhone 16 Pro 리드타임 증가 (SA (https://seekingalpha.com/news/4160774-apple-iphone-16-pro-lead-times-up-as-apple-intelligence-roll-out-nears-ms)) : iPhone 16 Pro 및 Pro Max 모델에 대한 수요는 강화되고 있는 것으로 보이는데, 리드 타임이 최근 2일 증가하여 각각 20.5일과 27.5일이 되었습니다. 이는 여전히 작년의 리드 타임인 각각 34.8일과 27.5일보다 적습니다.

▪️(GOOG) 구글, 세계 최초 거래로 AI 데이터센터용 원자력 전력 구매 (GD (https://www.theguardian.com/technology/2024/oct/15/google-buy-nuclear-power-ai-datacentres-kairos-power)) : 미국 기술 기업은 캘리포니아의 카이로스 파워에 6~7개의 소형 원자로(SMR)를 주문했으며 , 첫 번째는 2030년까지, 나머지는 2035년까지 완공될 예정이다. 총 500MW으 전력을 구매하기로 했습니다.

▪️(AMZN) Amazon, Databricks, AI 칩에 대한 계약 체결 (SA (https://seekingalpha.com/news/4159785-amazon-databricks-sign-deal-for-ai-chips-report)) : The Journal에 Amazon과의 파트너십을 통해 기업이 AI를 더 빠르고 저렴하게 이용할 수 있게 될 것이라고 말했습니다. Databricks는 Nvidia( NVDA )의 AI 칩 대신 Amazon의 AI 칩을 사용함으로써 얻는 비용 절감 효과를 활용할 수 있기 때문입니다. Databricks는 Amazon의 AI 칩을 사용하는 것 외에도 기존 계약의 일환으로 Amazon Web Services에서 임대해 사용하던 Nvidia의 자체 칩을 사용하도록 계약을 확대했습니다.

▪️(ADBE) Adobe, OpenAI와 Meta에 도전하는 AI 비디오 도구 출시 시작 (RT (https://www.reuters.com/technology/artificial-intelligence/adobe-starts-roll-out-ai-video-tools-challenging-openai-meta-2024-10-14/)) : 어도비는 텍스트 프롬프트에서 비디오를 생성할 수 있는 AI 모델을 공개적으로 배포하기 시작했다고 밝혔으며, 생성적 인공 지능을 사용하여 영화 및 TV 제작을 뒤집으려는 기업들의 분야에 합류했습니다.

▪️(AMD) AMD, 데이터 센터와 AI 성장으로 3분기 기대치 달성할 듯 (SA (https://seekingalpha.com/news/4159956-amd-likely-to-reach-q3-expectations-on-rising-data-center-ai-oppenheimer)) : "AMD는 25년 1분기에 출시될 새로운 AI 가속기를 발표했는데, 이는 Nvidia의 Blackwell GPU 칩에 직접 도전할 것입니다." The Asian Investor는 월요일 분석에서 이렇게 말했습니다. "Nvidia는 4분기에 엄청난 촉매제 순간을 맞이하게 되는데, 이 칩 제조업체가 오랫동안 기대했던 Blackwell GPU, 최신 데이터 센터 칩을 출시할 예정이기 때문입니다. 아이러니하게도 Blackwell의 GPU가 이미 매진되면서 AMD 자체 AI 가속기의 판매가 늘어날 수 있고, 부족이 생기면 AMD와 Nvidia의 GPU 가격이 상승할 것입니다."

▪️(MSFT) Microsoft의 GenAI 연구 담당 부사장이 OpenAI에 합류 (RT (https://www.reuters.com/technology/microsofts-vp-genai-research-join-openai-2024-10-14/)) 

▪️(TSLA) 일론 머스크, 아이 로봇 감독 디자인 표절 혐의 (BC (https://www.bbc.com/news/articles/ced04q39w33o))