{"id":7866,"date":"2025-01-30T13:24:29","date_gmt":"2025-01-30T13:24:29","guid":{"rendered":"https:\/\/howtogeek.blog\/ko\/?p=7866"},"modified":"2025-01-30T13:24:29","modified_gmt":"2025-01-30T13:24:29","slug":"how-ai-and-cloud-technologies-boost-microsofts-revenue-but-chinese-competition-may-impact-future-growth","status":"publish","type":"post","link":"https:\/\/howtogeek.blog\/ko\/how-ai-and-cloud-technologies-boost-microsofts-revenue-but-chinese-competition-may-impact-future-growth\/","title":{"rendered":"AI\uc640 \ud074\ub77c\uc6b0\ub4dc \uae30\uc220\uc774 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc758 \uc218\uc775\uc744 \uc5b4\ub5bb\uac8c \uc99d\uac00\uc2dc\ud0a4\ub294\uac00, \ud558\uc9c0\ub9cc \uc911\uad6d \uacbd\uc7c1\uc774 \ubbf8\ub798 \uc131\uc7a5\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce60 \uc218\ub3c4 \uc788\ub2e4"},"content":{"rendered":"<h2>Microsoft FY25 Q2 \uc7ac\ubb34 \uacb0\uacfc \ubd84\uc11d<\/h2>\n<p>2025\ub144 1\uc6d4 25\uc77c, Microsoft\ub294 2024\ub144 12\uc6d4 31\uc77c\ub85c \ub05d\ub098\ub294 2025 \ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30 \uc7ac\ubb34 \uc2e4\uc801\uc744 \uacf5\uac1c\ud558\uc5ec \uc778\uc0c1\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.\uc774 \uae30\uc220 \uac70\ubb3c\uc740 \ucd1d <strong>696\uc5b5 \ub2ec\ub7ec \uc758 \uc218\uc775\uc744 \ubcf4\uace0\ud588\uc73c\uba70, \uc791\ub144 \uac19\uc740 \uae30\uac04\uc5d0 \ube44\ud574 <\/strong><strong>12%\uc758<\/strong> \ub180\ub77c\uc6b4 \uc99d\uac00\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.\uc774\ub7ec\ud55c \uc0c1\uc2b9 \ucd94\uc138\ub294 \ub2e4\uc591\ud55c \ubd80\ubb38, \ud2b9\ud788 \ud074\ub77c\uc6b0\ub4dc \ubc0f AI \ubd80\ubb38\uc5d0\uc11c Microsoft\uc758 \uac15\ub825\ud55c \uc785\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4.<\/p>\n<h2>\uc131\uc7a5\uc758 \uc6d0\ub3d9\ub825: \ud074\ub77c\uc6b0\ub4dc \ubc0f AI \uc11c\ube44\uc2a4<\/h2>\n<p>\ub9e4\ucd9c \uae09\uc99d\uc740 \uc8fc\ub85c Microsoft\uc758 AI \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc624\ud37c\ub9c1\uc758 \uc9c0\uc18d\uc801\uc778 \ud601\uc2e0\uacfc \ud5a5\uc0c1\uc5d0 \uae30\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\uc7ac\ubb34 \ubcf4\uace0\uc11c\ub294 \uc8fc\ubaa9\ud560 \ub9cc\ud55c \uc131\uacfc \uc9c0\ud45c\ub97c \uac15\uc870\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n<ul>\n<li><strong>Azure \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4:<\/strong> \uc804\uccb4 \uc218\uc775 \uc99d\uac00\uc758 \uc6d0\ub3d9\ub825\uc73c\ub85c \ub204\uc801 \uc218\uc775 \uc131\uc7a5\ub960 <strong>31% \ub97c \ub2ec\uc131\ud588\uc2b5\ub2c8\ub2e4.<\/strong><\/li>\n<li><strong>\uc9c0\ub2a5\ud615 \ud074\ub77c\uc6b0\ub4dc:<\/strong> \uc774 \ubd80\ubb38\uc740 <strong>\ub9e4\ucd9c\uc774 19% \uc99d\uac00 \ud558\uc5ec <\/strong><strong>255\uc5b5 \ub2ec\ub7ec<\/strong> \uc5d0 \ub3c4\ub2ec\ud588\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n<h2>\uacbd\uc7c1 \ud658\uacbd: \uae00\ub85c\ubc8c \ub3d9\ud5a5\uc744 \uc8fc\uc2dc\ud558\ub2e4<\/h2>\n<p><strong>\uc774\ub7ec\ud55c \uc218\uce58\uac00 \uc720\ub9dd\ud55c \ubc18\uba74, \uc55e\uc73c\ub85c\uc758 \uc7a0\uc7ac\uc801\uc778 \uacfc\uc81c\uc5d0 \uc8fc\ubaa9\ud569\ub2c8\ub2e4. DeepSeek AI<\/strong> \uac1c\ubc1c\ub85c \uac15\uc870\ub41c \uc911\uad6d\uc758 AI \uae30\uc220\uc758 \ucd5c\uadfc \ubc1c\uc804\uc740 \uc6b0\ub824\ub97c \ubd88\ub7ec\uc77c\uc73c\ucf30\uc73c\uba70, \ud2b9\ud788 Nvidia\uc758 \uc8fc\uac00 \uc131\uacfc\uc5d0 \uc0c1\ub2f9\ud55c \uc601\ud5a5\uc744 \ubbf8\ucce4\uc2b5\ub2c8\ub2e4.\uacbd\uc7c1 \ud658\uacbd\uc740 \ube60\ub974\uac8c \uc9c4\ud654\ud558\uace0 \uc788\uc73c\uba70, Microsoft\ub294 \uc774 \uaca9\ub3d9\uc758 \ud658\uacbd\uc744 \ud5e4\uccd0 \ub098\uac00\uc57c \ud569\ub2c8\ub2e4.<\/p>\n<h2>\ud504\ub85c\uc81d\ud2b8 \uc2a4\ud0c0\uac8c\uc774\ud2b8: \uc804\ub7b5\uc801 \uc774\ub2c8\uc154\ud2f0\ube0c<\/h2>\n<p>\uacbd\uc7c1\uc774 \uce58\uc5f4\ud574\uc9d0\uc5d0 \ub530\ub77c Microsoft\ub294 OpenAI\uc640 \ud611\ub825\ud558\uc5ec <strong>Project Stargate\ub97c \ud1b5\ud574 \uc0c1\ub2f9\ud55c \ud22c\uc790\ub97c \ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\uc774 \uc774\ub2c8\uc154\ud2f0\ube0c\ub294 AI \ubd80\ubb38\uc5d0\uc11c \ubbf8\uad6d\uc758 \uac70\uc810\uc744 \uacf5\uace0\ud788 \ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\ub294 AI \uc778\ud504\ub77c\uc5d0 <\/strong><strong>5, 000\uc5b5 \ub2ec\ub7ec<\/strong> \ub97c \ud22c\uc790\ud55c\ub2e4\ub294 \uc81c\uc548\uc744 \uc218\ubc18\ud569\ub2c8\ub2e4.\uc774 \ub300\ub2f4\ud55c \uc6c0\uc9c1\uc784\uc740 Microsoft\uac00 AI \uac1c\ubc1c\uacfc \uacbd\uc7c1\uc5d0\uc11c \uc6b0\uc704\ub97c \uc720\uc9c0\ud558\ub824\ub294 \uc758\uc9c0\ub97c \ubc18\uc601\ud569\ub2c8\ub2e4.<\/p>\n<h2>\ub3c4\uc804 \uc18d\uc5d0\uc11c\ub3c4 \uc9c4\ub85c\ub97c \uace0\uc218\ud558\ub2e4<\/h2>\n<p>AI\uc758 \uce58\uc5f4\ud55c \uacbd\uc7c1\uc5d0\ub3c4 \ubd88\uad6c\ud558\uace0 Microsoft\ub294 \ud575\uc2ec \uc0ac\uc5c5 \uc804\ub7b5\uc5d0 \uc9d1\uc911\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.\uc774 \ud68c\uc0ac\uc758 \ub2e4\uc591\ud55c \ube44\uc988\ub2c8\uc2a4 \uc9c0\ud5a5 \uc11c\ube44\uc2a4\ub294 \uc801\uc751\ud558\uace0 \ud68c\ubcf5\ub825\uc744 \uc720\uc9c0\ud558\ub294 \ub370 \uc720\ub9ac\ud55c \uc704\uce58\uc5d0 \uc788\uc2b5\ub2c8\ub2e4.\uac8c\ub2e4\uac00 AI \ud504\ub808\uc784\uc6cc\ud06c\uc5d0 \uc218\uc2ed\uc5b5 \ub2ec\ub7ec\ub97c \ud22c\uc790\ud588\uae30 \ub54c\ubb38\uc5d0 Microsoft\ub294 \uc911\uad6d \uc624\ud508\uc18c\uc2a4 \uad50\uc721 \ubaa8\ub378\uc758 \ud1b5\ucc30\ub825\uc744 \ud65c\uc6a9\ud560 \uae30\ud68c\uac00 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n<h2>\ubbf8\ub798\ub97c \ubc14\ub77c\ubcf4\uba70: AI \ud2b8\ub80c\ub4dc\uc640 \uc2dc\uc7a5 \uae30\ud68c<\/h2>\n<p>AI \uae30\uc220\uc5d0\uc11c \uc6b0\uc704\ub97c \ucc28\uc9c0\ud558\uae30 \uc704\ud55c \uc9c0\uc18d\uc801\uc778 \uc804\ud22c\ub294 \uc774\uc81c \ub9c9 \uc2dc\uc791\uc77c \ubfd0\uc785\ub2c8\ub2e4. Microsoft\uc758 \uc608\uc0c1 AI \ud2b8\ub80c\ub4dc 6\uac00\uc9c0\uac00 \uc2e4\ud604\ub41c\ub2e4\uba74, \uc9c0\ud3c9\uc120\uc5d0 \uc0c1\ub2f9\ud55c \ubc1c\uc804\uc774 \uc788\uc744 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\uc774\ub7ec\ud55c \ubc1c\uc804\uc740 \uae30\uc5c5\uacfc \uc18c\ube44\uc790 \ubaa8\ub450\uc5d0\uac8c \uc774\ub86d\uac8c \uc791\uc6a9\ud558\uc5ec \ub2e4\uc591\ud55c \uc0b0\uc5c5\uc5d0\uc11c \ud601\uc2e0\uc801\uc778 \uc751\uc6a9 \ud504\ub85c\uadf8\ub7a8\uc744 \uc704\ud55c \uae38\uc744 \uc5f4 \uac83\uc785\ub2c8\ub2e4.<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\uc774\ubc88 \ubd84\uae30 Microsoft Cloud \ub9e4\ucd9c\uc740 <strong>409\uc5b5 \ub2ec\ub7ec<\/strong> \ub85c \uc804\ub144 \ub300\ube44 <strong>21%<\/strong> \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. Microsoft\uc758 \ubd80\uc0ac\uc7a5 \uacb8 \ucd5c\uace0 \uc7ac\ubb34 \ucc45\uc784\uc790\uc778 <strong>\uc5d0\uc774\ubbf8 \ud6c4\ub4dc\ub294 &#8220;\uc6b4\uc601 \uaddc\uc728\uacfc \ud074\ub77c\uc6b0\ub4dc \ubc0f AI \uc778\ud504\ub77c\uc5d0 \ub300\ud55c \uc9c0\uc18d\uc801\uc778 \ud22c\uc790\uc758 \uade0\ud615\uc744 \ub9de\ucd94\ub294 \ub370 \uc804\ub150\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.&#8221;\ub77c\uace0 \ub367\ubd99\uc600\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n<\/blockquote>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>\uc6b0\ub9ac\ub294 \uae30\uc220 \uc2a4\ud0dd \uc804\ubc18\uc5d0 \uac78\uccd0 \ud601\uc2e0\ud558\uace0 \uc788\uc73c\uba70, \uace0\uac1d\uc774 AI\uc758 \uc804\uccb4 ROI\ub97c \ud65c\uc6a9\ud558\uc5ec \uc55e\uc73c\ub85c\uc758 \uc5c4\uccad\ub09c \uae30\ud68c\ub97c \ud3ec\ucc29\ud558\ub3c4\ub85d \ub3d5\uace0 \uc788\uc2b5\ub2c8\ub2e4.\uc774\ubbf8, \uc6b0\ub9ac\uc758 AI \uc0ac\uc5c5\uc740 \uc5f0\uac04 \ub9e4\ucd9c\uc774 <strong>130\uc5b5 \ub2ec\ub7ec<\/strong> \ub97c \ub3cc\ud30c\ud588\uc73c\uba70, \uc804\ub144 \ub300\ube44 <strong>175%<\/strong> \uc99d\uac00\ud588\uc2b5\ub2c8\ub2e4. Microsoft\uc758 \ud68c\uc7a5 \uacb8 \ucd5c\uace0\uacbd\uc601\uc790\uc778 <strong>\uc0ac\ud2f0\uc544 \ub098\ub378\ub77c\uac00 \ub9d0\ud588\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n<\/blockquote>\n<p>Microsoft\uc758 \uc7ac\ubb34 \uc2e4\uc801\uc5d0 \ub300\ud55c \ub354 \uc790\uc138\ud55c \ud1b5\ucc30\ub825\uc744 \uc5bb\uc73c\ub824\uba74 \ubc29\ubb38\ud558\uc138\uc694.<\/p>\n<h2>\uc790\uc8fc \ubb3b\ub294 \uc9c8\ubb38<\/h2>\n<h3><strong>1. Microsoft\uc758 FY25 2\ubd84\uae30 \ucd1d \ub9e4\ucd9c\uc740 \uc5bc\ub9c8\uc600\uc2b5\ub2c8\uae4c?<\/strong><\/h3>\n<p>Microsoft\ub294 2025 \ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30 \ucd1d \uc218\uc775\uc774 <strong>696\uc5b5 \ub2ec\ub7ec<\/strong> \ub77c\uace0 \ubcf4\uace0\ud588\uc73c\uba70, \uc774\ub294 \uc804\ub144 \ub3d9\uae30 \ub300\ube44 12% \uc99d\uac00\ud55c \uc218\uce58\uc785\ub2c8\ub2e4.<\/p>\n<h3><strong>2. AI\ub294 Microsoft\uc758 \uc7ac\ubb34 \uc131\uacfc\uc5d0 \uc5b4\ub5a4 \uc601\ud5a5\uc744 \ubbf8\uce58\ub098\uc694?<\/strong><\/h3>\n<p>Microsoft\uc758 AI \ubc0f \ud074\ub77c\uc6b0\ub4dc \uc11c\ube44\uc2a4 \uc131\uc7a5\uc740 \ub9e4\ucd9c\uc5d0 \ud06c\uac8c \uae30\uc5ec\ud588\uc2b5\ub2c8\ub2e4.\ud2b9\ud788, Intelligent Cloud \ubd80\ubb38\uc758 \ub9e4\ucd9c\uc740 Azure\uc640 \uc0c8\ub85c\uc6b4 AI \uae30\uc220\uc758 \uc131\uacfc\uc5d0 \ud798\uc785\uc5b4 <strong>19% \uc99d\uac00 \ud588\uc2b5\ub2c8\ub2e4.<\/strong><\/p>\n<h3><strong>3.\uc2a4\ud0c0\uac8c\uc774\ud2b8 \ud504\ub85c\uc81d\ud2b8\ub780 \ubb34\uc5c7\uc778\uac00\uc694?<\/strong><\/h3>\n<p>\uc2a4\ud0c0\uac8c\uc774\ud2b8 \ud504\ub85c\uc81d\ud2b8\ub294 \ub9c8\uc774\ud06c\ub85c\uc18c\ud504\ud2b8\uc640 OpenAI\uac00 \ud611\ub825\ud574 \ucd94\uc9c4\ud558\ub294 \uc804\ub7b5\uc801 \uc774\ub2c8\uc154\ud2f0\ube0c\ub85c, AI \uc778\ud504\ub77c\uc5d0 <strong>5, 000\uc5b5 \ub2ec\ub7ec\ub97c<\/strong> \ud22c\uc790\ud574 \uae00\ub85c\ubc8c \uae30\uc5c5\uc5d0 \ub300\ud55c \uacbd\uc7c1\ub825\uc744 \uac15\ud654\ud558\ub294 \uac83\uc744 \ubaa9\ud45c\ub85c \ud558\uba70, \ud2b9\ud788 AI \ubd84\uc57c\uc5d0\uc11c \uc911\uad6d\uc758 \ubc1c\uc804\uc5d0 \ub300\uc751\ud558\uae30 \uc704\ud55c \uac83\uc785\ub2c8\ub2e4.<\/p>\n<p><a class=\"xiaomi\" href=\"https:\/\/windowsreport.com\/ai-and-cloud-drive-microsofts-big-revenue-numbers-but-the-chinese-might-change-that\/\" rel=\"noopener noreferrer nofollow\" target=\"_blank\">\uc774 \uae30\uc0ac<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Microsoft FY25 Q2 \uc7ac\ubb34 \uacb0\uacfc \ubd84\uc11d 2025\ub144 1\uc6d4 25\uc77c, Microsoft\ub294 2024\ub144 12\uc6d4 31\uc77c\ub85c \ub05d\ub098\ub294 2025 \ud68c\uacc4\uc5f0\ub3c4 2\ubd84\uae30 \uc7ac\ubb34 \uc2e4\uc801\uc744 \uacf5\uac1c\ud558\uc5ec \uc778\uc0c1\uc801\uc778 \uc131\uc7a5\uc744 \ubcf4\uc5ec\uc8fc\uc5c8\uc2b5\ub2c8\ub2e4.\uc774 \uae30\uc220 \uac70\ubb3c\uc740 \ucd1d 696\uc5b5 \ub2ec\ub7ec \uc758 \uc218\uc775\uc744 \ubcf4\uace0\ud588\uc73c\uba70, \uc791\ub144 \uac19\uc740 \uae30\uac04\uc5d0 \ube44\ud574 12%\uc758 \ub180\ub77c\uc6b4 \uc99d\uac00\ub97c \uae30\ub85d\ud588\uc2b5\ub2c8\ub2e4.\uc774\ub7ec\ud55c \uc0c1\uc2b9 \ucd94\uc138\ub294 \ub2e4\uc591\ud55c \ubd80\ubb38, \ud2b9\ud788 \ud074\ub77c\uc6b0\ub4dc \ubc0f AI \ubd80\ubb38\uc5d0\uc11c Microsoft\uc758 \uac15\ub825\ud55c \uc785\uc9c0\ub97c \ubcf4\uc5ec\uc90d\ub2c8\ub2e4. \uc131\uc7a5\uc758 \uc6d0\ub3d9\ub825: \ud074\ub77c\uc6b0\ub4dc [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[9],"class_list":["post-7866","post","type-post","status-publish","format-standard","hentry","category-how-to","tag-windows"],"acf":[],"_links":{"self":[{"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/posts\/7866","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/comments?post=7866"}],"version-history":[{"count":1,"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/posts\/7866\/revisions"}],"predecessor-version":[{"id":7867,"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/posts\/7866\/revisions\/7867"}],"wp:attachment":[{"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/media?parent=7866"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/categories?post=7866"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/howtogeek.blog\/ko\/wp-json\/wp\/v2\/tags?post=7866"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}