http://ratiertm.github.io/tags/%EC%9D%B8%ED%94%84%EB%9D%BC/Recent content in 인프라 on ratiertmHugo -- gohugo.ioko© 2026 마인드빌드Tue, 17 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/jabil-jbl-q2-fy2026-earnings-ai-infrastructure-analysis/Tue, 17 Mar 2026 00:00:00 +0000http://ratiertm.github.io/posts/jabil-jbl-q2-fy2026-earnings-ai-infrastructure-analysis/<h1 class="relative group">재빌(JBL) 내일 실적 발표! AI 인프라 숨은 강자, 지금 사도 될까? <div id="재빌jbl-내일-실적-발표-ai-인프라-숨은-강자-지금-사도-될까" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ec%9e%ac%eb%b9%8cjbl-%eb%82%b4%ec%9d%bc-%ec%8b%a4%ec%a0%81-%eb%b0%9c%ed%91%9c-ai-%ec%9d%b8%ed%94%84%eb%9d%bc-%ec%88%a8%ec%9d%80-%ea%b0%95%ec%9e%90-%ec%a7%80%ea%b8%88-%ec%82%ac%eb%8f%84-%eb%90%a0%ea%b9%8c" aria-label="앵커">#</a> </span> </h1> <p><figure><img class="my-0 rounded-md" loading="lazy" decoding="async" fetchpriority="low" alt="JBL 주가 차트" src="jbl_stock_chart.webp" ></figure> </p> <p>엔비디아, SMCI 이야기는 많이 들어보셨죠?</p>http://ratiertm.github.io/posts/ai-capex-infrastructure-investment-2026/Tue, 20 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/ai-capex-infrastructure-investment-2026/<h2 class="relative group">빅테크가 돈을 쏟아붓고 있습니다 <div id="빅테크가-돈을-쏟아붓고-있습니다" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%eb%b9%85%ed%85%8c%ed%81%ac%ea%b0%80-%eb%8f%88%ec%9d%84-%ec%8f%9f%ec%95%84%eb%b6%93%ea%b3%a0-%ec%9e%88%ec%8a%b5%eb%8b%88%eb%8b%a4" aria-label="앵커">#</a> </span> </h2> <p>마이크로소프트 $120B, 아마존 $130B, 구글 $100B.</p> <p>2026년 한 해에만 빅테크 기업들이 AI 인프라에 쏟아붓는 돈이 **$600B(약 800조원)**을 넘어설 전망입니다. 작년 $400B도 역대급이었는데, 올해는 36%나 더 늘어나는 거죠.</p>http://ratiertm.github.io/posts/kinder-morgan-kmi-analysis-2026/Sun, 18 Jan 2026 00:00:00 +0000http://ratiertm.github.io/posts/kinder-morgan-kmi-analysis-2026/<h1 class="relative group">킨더모건(KMI), AI 데이터센터와 LNG 수출 급증으로 배당 4.2% 받으며 15% 수익 노리기 <div id="킨더모건kmi-ai-데이터센터와-lng-수출-급증으로-배당-42-받으며-15-수익-노리기" class="anchor"></div> <span class="absolute top-0 w-6 transition-opacity opacity-0 -start-6 not-prose group-hover:opacity-100 select-none"> <a class="text-primary-300 dark:text-neutral-700 !no-underline" href="#%ed%82%a8%eb%8d%94%eb%aa%a8%ea%b1%b4kmi-ai-%eb%8d%b0%ec%9d%b4%ed%84%b0%ec%84%bc%ed%84%b0%ec%99%80-lng-%ec%88%98%ec%b6%9c-%ea%b8%89%ec%a6%9d%ec%9c%bc%eb%a1%9c-%eb%b0%b0%eb%8b%b9-42-%eb%b0%9b%ec%9c%bc%eb%a9%b0-15-%ec%88%98%ec%9d%b5-%eb%85%b8%eb%a6%ac%ea%b8%b0" aria-label="앵커">#</a> </span> </h1> <p>ChatGPT 한 번 물어볼 때마다 구글 검색의 10배 전력이 소모된다는 사실, 알고 계셨나요?</p>