AI TRENDS NOWADAYS

박찬호·2025년 10월 18일

STATE OF AI REPORT - Oct 9, 2025

Gap of AI model is closing

Description of Models

First Model - GPT 5, o1
Remarkable Growth - Grok4
Arising of Chinese LLM Models - Qwen3, DeepSeek, GLM
Korean Model - EXAONE(LG), Solar Pro(Upstage)
Closed King of the Open Source Model, Ollama

Gap between OpenModel and ClosedModel is getting closer.

Physical AI

Concepts of Brain, How does Physical AI work?

LLM = Large Language Model
LLM + Vision = VLM
VLM + Action = VLA

Noteworthy

GROOT 1.5(NVIDIA)

Language Direction, ZeroShot Normalization, Sepearation by Reasoning And Actioning

GR-3(ByteDance)

Complex and Long-term Work

Pi-0.5(Physical Intelligence)

Variable Robot and Web Data Prediction

SmoLVLA(HuggingFace)

Weigh Reduction

Zero-shot Ref | [https://velog.io/@euisuk-chung/%EC%83%9D%EC%84%B1-AI%EC%9D%98-%ED%95%99%EC%8A%B5-%EB%B0%A9%EC%8B%9D-%EC%A0%9C%EB%A1%9C%EC%83%B7%EC%9B%90%EC%83%B7%ED%93%A8%EC%83%B7-%EB%9F%AC%EB%8B%9D]

Bring REASONING into Physical AI Models

A LOT OF HUMANOIDS

INFRASTRUCTURE

STARGATES PROJECT

SPEC

Budget: $500B
Power: 10 GW-worth of GPU
Chips: 4 million
Period: 4 years

GW Scale Cluster Rankings

xAI > 1.2GW
Meta > 1.02GW
OpenAI > 0.88GW
Anthropic > 0.78GW

Google > GPU & TPU(Self-Chip)

Sovereign AI

Nations, Budget

  1. UAE - 100B (Target)
  2. EU - 50B (-2030)
  3. Saudi Arabia - 40B (Target)
  4. China - 8.2B
  5. South Korea - 7.2B (2026)
  6. Brazil - 4.2B (-2028)
  7. Qatar - 2.5B
  8. UK - 2B + (-2028)
  9. Canada - 2B (-2028)

~~## 고용시장 변화
신입레벨의 고용이 매우 줄어듬 > 20대 개발자 (주니어 개발자) 채용 변화가 없음
GDPval > AI로 인해 얼마나 영향을 받았는가?
~~

출처:
https://www.youtube.com/watch?v=59SzIYwZHmM
https://www.stateof.ai/
https://openai.com/ko-KR/index/gdpval/

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