쉐도잉 연습: The Global Power Play - 영상으로 영어 말하기 배우기
레슨 만드는 중...
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Hello, and welcome to another edition of Wealth Management Insights.
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I'm Renato Granmont, Chief Investment Strategist for International Wealth Management at Morgan Stanley. Today is Tuesday, August fourth, twenty twenty-six, and I'm recording this from Purchase, New York.
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Artificial intelligence has already transformed the conversation around technology and productivity. But as we look ahead, one of the biggest constraints on AI may have nothing to do with software or semiconductors.
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It may be electricity, and energy speed, to be more specific, the ability to permit, finance, build, interconnect, and deliver reliable electricity.
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That's the central conclusion of our latest Global Insights Strategy report, the Global AI Race: Energy Implications, which examines how the competition for AI leadership is reshaping energy markets, infrastructure investment, and economic leadership around the world.
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For much of the past several years, investors were focused on AI through the lens of chips, cloud computing, and large language models.
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Those remain essential considerations.
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Yet, as AI adoption accelerates, another reality is coming into focus.
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Every new model, every data center, and every AI application ultimately depends on reliable power sources.
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The numbers help explain why.
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Global electricity demand could rise by as much as forty to fifty percent by twenty thirty-five due to increased demand from electric vehicles, data centers, air conditioning, and industrialization, among other things.
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Data center electricity consumption is projected to climb even faster, rising two hundred and seventy-five percent between twenty twenty-five and twenty thirty-five.
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At the same time, the number of data centers worldwide is expected to expand by roughly eleven thousand four hundred today to about fifteen thousand by twenty thirty.
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Building AI, in other words, means building a greater deal more energy infrastructure too.
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That led us to what we believe is one of the defining concepts of the next decade: energy speed. Energy speed is the ability to permit, finance, construct, connect, and deliver reliable electricity.
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Countries that can do those things efficiently are likely to gain an important competitive advantage, while countries that cannot may find power shortages, transmission bottlenecks, and construction delays become constraints on economic growth.
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Today, the United States holds the strongest position.
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It combines leadership in AI with abundant natural gas resources, deep capital markets, and the world's largest hyperscaler ecosystem.
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US also accounts for roughly seventy-five percent of observed global AI compute and nearly fifty-four gigawatts of installed data center IT capacity.
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China remains the primary challenger, supported by rapid infrastructure development and industrial policy.
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Europe retains considerable strengths, but continues to face higher electricity costs, lengthy permitting processes, and constrained transmission capacity.
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Meanwhile, countries such as the UAE and Saudi Arabia are emerging as attractive locations for AI infrastructure because of low-cost energy and faster project approvals.
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Together, these regional differences suggest that the AI race is becoming less about access to algorithms and more about access to infrastructure.
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Competitive advantage will depend on how quickly countries can translate capital and dependable energy capacity.
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Meeting this demand will require more than one source of power.
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Solar and wind should account for much of the new generating capacity.
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Battery storage will help improve grid reliability.
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Natural gas remains the fastest scalable source of dispatchable power, particularly in the United States, while advanced nuclear could become a more important contributor during the next decade.
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Expanding transmission networks may prove just as important as building new power plants.
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For investors, this broadens the opportunity well beyond the technology sector.
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We see potential across utilities, transmission infrastructure, grid equipment, natural gas and LNG, nuclear development, data centers with secured power, and the commodities needed to expand electrical networks.
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Bloomberg estimates that global energy investment could total between a hundred and eighty-nine trillion dollars and two hundred and thirty-five trillion dollars by twenty fifty, highlighting the scale of this build-out.
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These opportunities won't be distributed evenly.
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Markets with abundant energy resources, efficient permitting frameworks, and access to capital may be better positioned to benefit from the next phase of AI infrastructure investment.
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Ultimately, AI may be the catalyst, but investment opportunity extends much further.
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The global race to expand power generation, modernize electricity grids, and build supporting infrastructure is creating a long investment cycle that reaches well beyond the technology sector.
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As the competition for AI leadership becomes a competition for energy capacity and infrastructure, we believe investors should pay close attention to the countries and industries building the physical foundation of the new wave of global growth.
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Thank you for listening.
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For more information, please reach out to a Morgan Stanley financial advisor and request the latest copy of Global Insight Strategy: Global AI Race, Energy Implications.
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이 비디오로 배울 수 있는 영어 스피킹 실력
이 영상을 통해 IELTS 스피킹 준비에 필수적인 논리적 발화 구조와 전문 용어의 자연스러운 사용법을 연습할 수 있습니다. 글로벌 경제와 기술 동향을 논할 때 필요한 복합 문장 구성법도 익힐 수 있으며, "에너지 속도"와 같은 신조어를 포함한 전문 용어를 자연스럽게 말하는 법을 배울 수 있습니다. 또한, 유튜브 영어 공부를 통해 실제 전문가의 발화 패턴을 분석하고 모방함으로써 자신감 있는 스피킹 능력을 키울 수 있습니다.
들어야 할 연속 발음 현상
영어 발음 교정을 위해 주의 깊게 들을 부분은 연결 발음과 축약형입니다. 예를 들어 "electricity and energy"에서 "electricity"의 끝 소리 /i/와 "and"의 시작 소리 /æ/가 연결되어 /ɪlekˈtrɪsətiænd/처럼 들립니다. "permit, finance, build"에서는 각 단어가 빠르게 연결되어 /pərˈmɪtfaɪˈnænsbɪld/로 발음됩니다. 또한 "that's the"는 /ðætsðə/로 축약되며, "it may be"는 /ɪtmeɪbi/로 줄어듭니다. 이러한 연속 발음을 잘 듣고 따라하면 자연스러운 영어 발음을 구사할 수 있습니다.
원어민처럼 말하는 법: 리듬과 강세
원어민의 리듬과 강세를 모방하려면 shadowspeaks 또는 shadow speak 기법을 사용하세요. 이 영상에서 스피커는 "energy speed" "AI leadership" "infrastructure investment"와 같은 핵심 용어에 강세를 두고 발음합니다. 문장 중간에 있는 전치사나 관사는 약하게 발음하여 리듬을 조절합니다. 예를 들어 "the ability to permit, finance, build, interconnect, and deliver"에서 "to" "and"는 약하게 발음되며, 동사들에 강세가 가해집니다. 또한, 긴 문장을 말할 때 적절한 휴지점을 두어 들리는 이가 이해하기 쉽게 합니다. 이러한 패턴을 따라 연습하면 영어 발음 뿐만 아니라 의사 전달력도 향상됩니다.
쉐도잉이란? 영어 실력을 빠르게 키우는 과학적 방법
쉐도잉(Shadowing)은 원래 전문 통역사 훈련을 위해 개발된 언어 학습 기법으로, 다언어 학자인 Dr. Alexander Arguelles에 의해 대중화된 방법입니다. 핵심 원리는 간단하지만 매우 강력합니다: 원어민의 영어를 들으면서 1~2초의 짧은 지연으로 즉시 소리 내어 따라 말하는 것——마치 '그림자(shadow)'처럼 화자를 따라가는 것입니다. 문법 공부나 수동적인 청취와 달리, 쉐도잉은 뇌와 입 근육이 동시에 실시간으로 영어를 처리하고 재현하도록 훈련합니다. 연구에 따르면 이 방법은 발음 정확도, 억양, 리듬, 연음, 청취력, 말하기 유창성을 크게 향상시킵니다. IELTS 스피킹 준비와 자연스러운 영어 소통을 원하는 분들에게 특히 효과적입니다.