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Back유클리드 시리즈A 투자에 삼성 공동 투자자 참여
유클리드 시리즈A 투자에 삼성 공동 투자자 참여
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연합뉴스1 hour agoBusiness2 min readSouth KoreaView translation

유클리드 시리즈A 투자에 삼성 공동 투자자 참여

Quick Look

유클리드 CEO는 삼성이 시리즈A 투자에 공동 투자자로 참여했다고 밝혔으며, 이는 엔비디아의 GPU와 다른 구조의 AI 반도체 설계업체에 대한 투자다. 유클리드는 2024년 설립된 네덜란드 기업으로 추론용 AI 반도체 시스템을 설계하며, 삼성은 자금 지원 이상의 엔지니어링 기술과 공급망 지원을 제공할 것으로 기대된다고 밝혔다.

AI-generated summary

Why It Matters

엔비디아는 게이밍용 GPU를 AI 학습 및 추론에 사용하면서 첨단 AI 반도체 시장을 독점해 왔으나, 최근 빅테크와 스타트업들이 자체 AI 반도체 개발에 속속 뛰어들고 있다. 오픈AI가 '할라페뇨'를 발표했으며, 구글, AWS, 메타도 자체 AI 반도체 업그레이드를 가속하고 있다.

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'유클리드' 시리즈A 투자 참여

(서울=연합뉴스) 이성한 기자 = 엔비디아의 그래픽처리장치(GPU)와는 구조가 완전히 다른 AI 반도체 설계업체 '유클리드'에 삼성이 공동 투자자로 참여했다고 유클리드 최고경영자(CEO)가 15일(현지시간) 밝혔다.

유클리드의 베르나르도 카스트룹 CEO는 미국 경제방송 CNBC와 인터뷰에서 서머싯 캐피탈 파트너스, 이노베이션 인더스트리, 스케일업 유럽펀드 등이 참여한 2억3천100만달러(약 3천150억원) 규모의 시리즈 A 투자에 삼성이 공동 투자자로 이름을 올렸다고 말했다.

유클리드는 2024년 설립된 네덜란드 기업으로 기존 GPU와는 완전히 다른 아키텍처를 바탕으로 추론용 AI 반도체 시스템을 설계하는 기업이다.

엔비디아는 당초 게이밍용 GPU를 AI 학습 및 추론에 사용하면서 첨단 AI 반도체 시장을 독점하고 있지만 최근 들어 빅테크와 스타트업들이 자체 AI 반도체 개발에 속속 뛰어들었다.

오픈AI가 지난달 업계를 주도할 속도와 효율성을 갖췄다는 AI 반도체 '할라페뇨'를 발표했으며, 구글과 아마존웹서비스(AWS), 메타 등도 자체 AI 반도체 업그레이드를 가속하고 있다.

유클리드는 아직 대규모 검증을 거치지 않았지만 자신의 파운데이션 모델용 실리콘 시스템이 AI 데이터센터 인프라 비용과 전력 수요를 획기적으로 줄일 수 있다고 주장했다.

카스트룹 CEO는 "삼성은 우리에게 자금 지원 이상의 도움을 줄 수 있다"면서 "세계에서 가장 큰 메모리 반도체 제조사 중 하나로 엔지니어링 기술이 뛰어나고 시스템을 잘 알고 있고, 공급망과 방대한 글로벌 네트워크를 갖고 있다"고 평가했다.

유클리드는 2028년 실물 반도체 시스템을 내놓는 것을 시작으로 2030년까지 수천 곳의 기업에 서비스를 제공하는 것을 목표로 하고 있다고 카스트룹은 덧붙였다.

What to Watch

AI outlook — possibilities, not facts

  • 유클리드가 2028년 실물 반도체 시스템을 출시할 것이다

    Possible · Within years

  • 삼성이 유클리드에 대한 투자를 통해 엔지니어링 기술 및 공급망 지원을 제공할 것이다

    Likely · Within years

Open Questions

  • 유클리드의 실리콘 시스템이 실제로 AI 데이터센터 인프라 비용과 전력 수요를 얼마나 줄일 수 있는가
  • 삼성이 유클리드에 투자한 구체적인 금액은 얼마인가
  • 유클리드가 2028년 실물 반도체 시스템을 출시할 수 있을지 여부

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