AI 버블은 어떻게 붕괴되는가

The AI investment boom is showing signs of an imminent correction as profitability pressures mount and unsustainable spending cycles collide with rising operational costs. With major labs facing financing shortfalls, geopolitical capital restrictions, and deteriorating unit economics—while tech giants compete in increasingly expensive capex races—the industry risks a 2022-style investment freeze that could reshape funding availability, GPU demand, and market valuations across the sector.