2026년 5월 7일 32 nodes #AIInfra#Semiconductor#GTA6#inverseone#startupxo#reputo
2026-05-07 Cross-Seed Navigation
AI Infra VC Migration · KOSPI Sell-in-May Contrarian · GTA 6 AAA Delay — seed-based content navigation map
The brief, in full
Tech Seed Background
AI Infra Layer VC Migration
Cerebras IPO $26.6B
Wafer-scale AI inference chip
Sierra $950M Series E
$15B valuation · Tiger Global
RadixArk $100M Seed
SGLang commercialized · $400M val
Finance Seed Background
KOSPI 6900 · Sell in May
Samsung HBM4 Mass Production
11.7Gbps · Feb 12, 2026 first-in-industry
SK Hynix ~70% HBM4 share
NVIDIA Vera Rubin platform
Gaming Seed Background
GTA 6 Delayed → Nov 19, 2026
12yr dev · $2B+ budget
AAA scope inflation
Take-Two -8.1%
On Nov delay announcement
mrlatte research
Inference Engine Architecture
open_in_new www.mrlatte.net/research/2026/05/07/inference-engine-architectureSGLang +29% vs vLLM
RadixAttention prefix cache
Etched ASIC: transformer-only
Architecture pivot risk
startupxo
VC Moved to AI Infra Layer
open_in_new startupxo.com/ko/news/2026/05/ai-infra-layer-opportunityKorean 3-cloud GPU router
KT·Naver·NHN unified endpoint
SGLang PaaS · Cost SaaS
No KR commercial support exists
inverseone
Sell in May Contrarian
open_in_new inverseone.com/ko/reports/2026/2026-05-07-sell-in-may-semiconductor-contrarian005930 BUY · ₩338K fair val
+27% upside from ₩266K
000660 BUY · ₩1.89M fair val
+18% upside · ROE 92.7%
reputo
AI Infrastructure Engineer
AI Infra vs ML Infra
2026 JD differentiation
Naver·Kakao·Upstage
Separate GPU platform track
gamesnapshots
GTA 6 Delay & AAA Analysis
Longer AAA cycles
Indie/mid-tier content window grows
Nov PS5/Xbox launch only
PC version 2027+ estimate
libsac
AI Infra Engineer Training Guide
KT Cloud Techup
Jun 10 – Dec 23, 2026
GPU infra hands-on
Top graduates: hiring preference
hizine ⏭ SKIP
맨 끝줄 소년 (drama) filming undisclosed
Monitor post-Q2 release
Check Netflix press materials
Key Synthesis
2026 AI: infra race beats app race across tech · finance · entertainment