에너지전기공학부

지난 6월 5일 오후, 엔비디아의 수장 젠슨 황이 전세기를 타고 우리나라에 입국한 직후 가장 먼저 향한 곳은 기업 회의실이 아니라 홍대 인근의 PC방이었다. 그곳에서 세계적인 프로게이머와 팬들을 열광하게 했고, 곧이어 마포의 평범한 고깃집에서 한국을 대표하는 재계 총수들과 삼겹살에 소맥을 기울였다.

그의 행보는 파격 그 자체였다. 국민적 인기를 끄는 예능 프로그램에 출연해 특유의 친화력을 보여주는가 하면, 관중이 들어찬 야구장에서 엔비디아 창립 연도를 상징하는 등번호를 달고 마운드에 올라 시구에 나섰다. 게임사 행사와 인터넷 라이브 방송에 깜짝 등장해 한국 게이머들과의 끈끈한 유대감을 뽐내기도 했다.

그러나 이 화려하고 소탈한 대중적 행보의 이면에서는 세계 경제의 지형을 뒤흔들 치열한 비즈니스 릴레이가 숨 막히게 전개되고 있었다. 아침부터 늦은 밤까지 그는 SK, 삼성, LG, 네이버, 현대자동차의 최고경영진과 연이어 만나며 차세대 AI와 로보틱스, 메모리 반도체 공급망을 조율했다. 부총리, 대학, 스타트업까지 빈틈없이 아우른 그의 광폭 행보는, 한국이 글로벌 AI 생태계에서 차지하는 압도적 위상을 전 세계에 과시한 지정학적 쇼케이스였다.

 

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메모리 패권의 재확인, AI시대의 심장을 쥔 한국

이번 방한에서 주요 의제는 단연 차세대 고대역폭메모리(HBM) 공급망의 확고한 구축이었다. AI 연산을 위한 그래픽처리장치(GPU)가 막강한 두뇌라면, 데이터를 끊임없이 실어 나르는 HBM은 그 두뇌에 피를 공급하는 심장과도 같다. 현재 이 심장을 만들어 내는 기술력에 있어서 SK하이닉스와 삼성전자가 압도적 위치를 차지하고 있다.

젠슨 황은 SK그룹 최태원 회장과 만남을 통해 SK하이닉스가 주도하고 있는 HBM 로드맵을 꼼꼼히 점검하며, 장기적인 공급 동맹을 더욱 단단히 구축했다. 동시에 그는 출국 직전 삼성전자 최고위층과 비공개 회동을 하며 절묘한 균형감각을 발휘했다. 삼성전자와는 차세대 HBM 공급 및 파운드리 협력을 논의했다. 이는 철저히 계산된 실리콘밸리 황제의 용인술이다. 전 세계 칩 수요를 블랙홀처럼 빨아들이고 있는 엔비디아 입장에서, 공급망의 다변화와 안정화는 기업의 사활이 걸린 문제다. 젠슨 황은 SK와 삼성이라는 두 거인 사이에서 절묘한 줄타기를 하며, 결과적으로 한국 반도체 산업을 엔비디아의 장기적 비전 속에 깊숙이 편입시키는 데 성공했다.