{"id":27456,"date":"2026-07-14T09:03:27","date_gmt":"2026-07-14T00:03:27","guid":{"rendered":"https:\/\/official.gfs.tokyo\/blog\/?p=27456"},"modified":"2026-07-14T09:03:27","modified_gmt":"2026-07-14T00:03:27","slug":"ue-should-you-buy-nvidia-nvda-stock","status":"publish","type":"post","link":"https:\/\/official.gfs.tokyo\/blog\/ue-should-you-buy-nvidia-nvda-stock","title":{"rendered":"\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u682a\u306f\u8cb7\u3046\u3079\u304d\u304b\uff1f\u4eca\u5f8c\u306e\u682a\u4fa1\u5c55\u671b\u3068\u300cAI\u306eROI\u554f\u984c\u300d\u306e\u30ea\u30b9\u30af\u307e\u3067\u521d\u5fc3\u8005\u5411\u3051\u306b\u5fb9\u5e95\u89e3\u8aac\uff01"},"content":{"rendered":"<h2 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href=\"https:\/\/www.jafp.or.jp\/\">\u65e5\u672cFP\u5354\u4f1a<\/a>\u4f1a\u54e1\u3002\u65e5\u672cFP\u5b66\u4f1a\u4f1a\u54e1\u3002\u00a0<a href=\"https:\/\/mba.globis.ac.jp\/\">\u30b0\u30ed\u30fc\u30d3\u30b9\u7d4c\u55b6\u5927\u5b66\u9662<\/a>\u4fee\u4e86(MBA\/\u7d4c\u55b6\u5b66\u4fee\u58eb)\u3002<\/span><br \/>\n<span style=\"font-size: 10pt;\">\u65e5\u672c\u306eFP\u306e\u5148\u99c6\u8005\u3068\u3057\u3066\u8cc7\u7523\u904b\u7528\u306e\u5553\u8499\u306b\u5f93\u4e8b\u3002\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u304c\u5275\u8a2d\u3057\u305f\u79c1\u7acb<a href=\"https:\/\/www.cyber-u.ac.jp\/teacher\/ichikawa_yuichiro.html\">\u30b5\u30a4\u30d0\u30fc\u5927\u5b66<\/a>\u3067\u6559\u97ad\u3092\u57f7\u308b\u307b\u304b\u3001\u8b1b\u6f14\u4f9d\u983c\u3001\u30e1\u30c7\u30a3\u30a2\u51fa\u6f14\u3082\u591a\u6570\u3002\u8457\u66f8\u306b<a href=\"https:\/\/www.amazon.co.jp\/%E6%8A%95%E8%B3%87%E3%81%A7%E5%88%A9%E7%9B%8A%E3%82%92%E5%87%BA%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B%E4%BA%BA%E3%81%9F%E3%81%A1%E3%81%8C%E5%A4%A7%E4%BA%8B%E3%81%AB%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B-45%E3%81%AE%E6%95%99%E3%81%88-%E5%B8%82%E5%B7%9D-%E9%9B%84%E4%B8%80%E9%83%8E\/dp\/4532358825\">\u300c\u6295\u8cc7\u3067\u5229\u76ca\u3092\u51fa\u3057\u3066\u3044\u308b\u4eba\u305f\u3061\u304c\u5927\u4e8b\u306b\u3057\u3066\u3044\u308b 45\u306e\u6559\u3048\u300d\uff08\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\u51fa\u7248\uff09<\/a><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-size: 10pt;\">\u516c\u5f0fX \u30a2\u30ab\u30a6\u30f3\u30c8\u3000<a href=\"https:\/\/twitter.com\/ichikawa_toushi\">\u5e02\u5ddd\u96c4\u4e00\u90ce@\u304a\u91d1\u306e\u5b66\u6821 \u6821\u9577<\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"5\">\u7b2c1\u7ae0\uff1a\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u57fa\u790e\u77e5\u8b58\u3068\u300c\u7570\u6b21\u5143\u306e\u3044\u307e\u300d<\/h2>\n<p data-path-to-node=\"6\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3068\u3044\u3046\u4f01\u696d\u3092\u4e00\u8a00\u3067\u8868\u3059\u306a\u3089\u3001\u300cAI\u3068\u3044\u3046\u4ee4\u548c\u306e\u30b4\u30fc\u30eb\u30c9\u30e9\u30c3\u30b7\u30e5\u306b\u304a\u3044\u3066\u3001\u6700\u3082\u9811\u4e08\u3067\u9ad8\u6027\u80fd\u306a\u300e\u30b7\u30e3\u30d9\u30eb\uff08\u3064\u308b\u306f\u3057\uff09\u300f\u3092\u4e00\u624b\u306b\u4f9b\u7d66\u3057\u3066\u3044\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u300d\u3067\u3059\u3002<\/p>\n<p 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data-path-to-node=\"13\">\u3057\u304b\u3057\u3001\u3053\u306e\u300c\u5927\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u540c\u6642\u306b\u4e26\u5217\u51e6\u7406\u3059\u308b\u300d\u3068\u3044\u3046\u7279\u5fb4\u304c\u3001\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u306e\u30c7\u30a3\u30fc\u30d7\u30e9\u30fc\u30cb\u30f3\u30b0\uff08\u6df1\u5c64\u5b66\u7fd2\uff09\u3084\u3001ChatGPT\u306b\u4ee3\u8868\u3055\u308c\u308b\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLM\uff09\u306e\u83ab\u5927\u306a\u8a08\u7b97\u30d1\u30bf\u30fc\u30f3\u306b\u5b8c\u74a7\u306b\u5408\u81f4\u3057\u305f\u306e\u3067\u3059\u3002\u3053\u306e\u6b74\u53f2\u7684\u306a\u5076\u7136\u3068\u5fc5\u7136\u306e\u4ea4\u5dee\u3053\u305d\u304c\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u73fe\u5728\u306e\u5730\u4f4d\u3092\u7bc9\u3044\u305f\u6700\u5927\u306e\u30d1\u30e9\u30c0\u30a4\u30e0\u30b7\u30d5\u30c8\u3067\u3059\u3002<\/p>\n<h3 data-path-to-node=\"14\">2. 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data-path-to-node=\"16,0,0\"><b data-path-to-node=\"16,0,0\" data-index-in-node=\"0\">\u901a\u671f\u58f2\u4e0a\u9ad8\uff1a<\/b> \u5e74\u9593\u30672,000\u5104\u30c9\u30eb\u3092\u7a81\u7834\u3059\u308b\u898f\u6a21\u3078\u6025\u62e1\u5927\uff08\u524d\u5e74\u6bd4\u3067\u6570\u5341\uff05\u301c100%\u4ee5\u4e0a\u306e\u9a5a\u7570\u7684\u306a\u6210\u9577\u3092\u7dad\u6301\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"16,1,0\"><b data-path-to-node=\"16,1,0\" data-index-in-node=\"0\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u90e8\u9580\u58f2\u4e0a\u9ad8\uff1a<\/b> \u58f2\u4e0a\u5168\u4f53\u306e\u7d049\u5272\u3092\u5360\u3081\u308b\u3002\u304b\u3064\u3066\u306e\u4e3b\u8ef8\u3060\u3063\u305f\u30b2\u30fc\u30e0\u7528\u3092\u9065\u304b\u306b\u51cc\u99d5\u3057\u3001\u4e16\u754c\u4e2d\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30c1\u30c3\u30d7\u3092\u596a\u3044\u5408\u3063\u3066\u3044\u308b\u72b6\u6cc1\u3092\u8a3c\u660e\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"16,2,0\"><b data-path-to-node=\"16,2,0\" data-index-in-node=\"0\">\u7c97\u5229\u76ca\u7387\uff08Gross Margin\uff09\uff1a<\/b> \u9a5a\u7570\u306e<b data-path-to-node=\"16,2,0\" data-index-in-node=\"23\">70%\u301c75%\u6c34\u6e96<\/b>\u3092\u7dad\u6301\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"16,3,0\"><b data-path-to-node=\"16,3,0\" data-index-in-node=\"0\">\u7d14\u5229\u76ca\uff08Net Income\uff09\uff1a<\/b> \u58f2\u4e0a\u9ad8\u306e\u5897\u52a0\u306b\u4f34\u3044\u3001\u7d14\u5229\u76ca\u3082\u56db\u534a\u671f\u3054\u3068\u306b\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3059\u308b\u30da\u30fc\u30b9\u3067\u63a8\u79fb\u3002<\/p>\n<\/li>\n<\/ul>\n<blockquote data-path-to-node=\"17\">\n<p data-path-to-node=\"17,0\"><b data-path-to-node=\"17,0\" data-index-in-node=\"0\">\u8ca1\u52d9\u30c7\u30fc\u30bf\u304b\u3089\u898b\u3048\u308b\u672c\u8cea\uff1a\u88fd\u9020\u696d\u306e\u76ae\u3092\u304b\u3076\u3063\u305f\u8d85\u9ad8\u53ce\u76ca\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/b><\/p>\n<p data-path-to-node=\"17,0\">\u4e00\u822c\u7684\u306a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\uff08\u30e2\u30ce\uff09\u3092\u88fd\u9020\u3059\u308b\u4f01\u696d\u306f\u3001\u539f\u6750\u6599\u8cbb\u3084\u5de5\u5834\u7dad\u6301\u8cbb\u304c\u304b\u3055\u3080\u305f\u3081\u3001\u7c97\u5229\u76ca\u7387\u306f\u9ad8\u304f\u3066\u308230%\u301c40%\u7a0b\u5ea6\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f70%\u3092\u8d85\u3048\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u5f7c\u3089\u304c\u5358\u306b\u300c\u30b7\u30ea\u30b3\u30f3\u306e\u677f\u300d\u3092\u58f2\u3063\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u300c\u4ed6\u793e\u306b\u4ee3\u66ff\u4e0d\u53ef\u80fd\u306a\u77e5\u7684\u8ca1\u7523\u3068\u30b7\u30b9\u30c6\u30e0\u300d\u3092\u58f2\u3063\u3066\u3044\u308b\u305f\u3081\u3001\u6975\u3081\u3066\u9ad8\u3044\u4fa1\u683c\u652f\u914d\u6a29\uff08\u30d7\u30e9\u30a4\u30b7\u30f3\u30b0\u30d1\u30ef\u30fc\uff09\u3092\u63e1\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002<\/p>\n<\/blockquote>\n<h2 data-path-to-node=\"19\">\u7b2c2\u7ae0\uff1a\u904e\u53bb\u30fb\u73fe\u5728\u30fb\u672a\u6765\u306e\u6ce8\u76ee\u30dd\u30a4\u30f3\u30c8\u3068\u9b45\u529b<\/h2>\n<p data-path-to-node=\"20\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3068\u3044\u3046\u4f01\u696d\u306e\u5f37\u976d\u3055\u3092\u7acb\u4f53\u7684\u306b\u7406\u89e3\u3059\u308b\u305f\u3081\u306b\u3001\u300c3\u3064\u306e\u6642\u9593\u8ef8\uff08\u904e\u53bb\u30fb\u73fe\u5728\u30fb\u672a\u6765\uff09\u300d\u304b\u3089\u5f7c\u3089\u306e\u6b69\u307f\u3068\u6210\u9577\u30b7\u30ca\u30ea\u30aa\u3092\u7d10\u89e3\u3044\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c2661803162=\"\" class=\"ng-tns-c2661803162-348 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c2661803162=\"\" class=\"code-block ng-tns-c2661803162-348 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_daa94424cc30a7c2&quot;,&quot;c_849af1382ed1fefc&quot;,null,&quot;rc_bf639ebb5327c3d2&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c2661803162=\"\" class=\"formatted-code-block-internal-container ng-tns-c2661803162-348\">\n<div _ngcontent-ng-c2661803162=\"\" class=\"animated-opacity ng-tns-c2661803162-348\">\n<pre _ngcontent-ng-c2661803162=\"\" class=\"ng-tns-c2661803162-348\"><span style=\"font-size: 14pt;\"><code _ngcontent-ng-c2661803162=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c2661803162-348 no-decoration-radius\">\u3010\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u9032\u5316\u306e\u8ecc\u8de1\u3011\r\n\u904e\u53bb\uff1a\u30b2\u30fc\u30e0\u7528GPU\u306e\u5148\u99c6\u8005 \u2794 2006\u5e74\u300cCUDA\u300d\u306e\u8a95\u751f\uff08\u4ed6\u793e\u304c\u6c17\u3065\u304b\u306a\u3044AI\u3078\u306e\u731b\u70c8\u306a\u7a2e\u307e\u304d\uff09\r\n\u73fe\u5728\uff1a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051AI\u30a4\u30f3\u30d5\u30e9\u3067\u5e02\u5834\u30b7\u30a7\u30a2\u7d0480\u301c90%\u3092\u72ec\u5360\u3059\u308b\u7d76\u5bfe\u738b\u8005\r\n\u672a\u6765\uff1a\u300cBlackwell\u300d\u304b\u3089\u300cRubin\u300d\u3078\u3002\u81ea\u5f8b\u52d5\u4f5cAI\u3001\u30c7\u30b8\u30bf\u30eb\u30c4\u30a4\u30f3\u3001\u7523\u696d\u7528\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\u3078\u306e\u62e1\u5f35\r\n<\/code><\/span><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<h3 data-path-to-node=\"22\">1. \u3010\u904e\u53bb\u3011\u4ed5\u8fbc\u307e\u308c\u3066\u3044\u305f\u300c15\u5e74\u524d\u306e\u7a2e\u307e\u304d\u300d\u304c\u82b1\u958b\u3044\u305f<\/h3>\n<p data-path-to-node=\"23\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f1993\u5e74\u3001CEO\u3067\u3042\u308b\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a1\u30f3\u6c0f\u3089\u306b\u3088\u3063\u3066\u8a2d\u7acb\u3055\u308c\u307e\u3057\u305f\u3002\u5f53\u521d\u306fPC\u30b2\u30fc\u30de\u30fc\u5411\u3051\u306e\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30dc\u30fc\u30c9\u300cGeForce\uff08\u30b8\u30fc\u30d5\u30a9\u30fc\u30b9\uff09\u300d\u30b7\u30ea\u30fc\u30ba\u3067\u77e5\u540d\u5ea6\u3092\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u73fe\u5728\u306e\u7d76\u5bfe\u7684\u8987\u6a29\u306e\u790e\u3068\u306a\u3063\u305f\u306e\u306f<b data-path-to-node=\"23\" data-index-in-node=\"112\">2006\u5e74<\/b>\u306e\u6c7a\u65ad\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"24\">\u5f53\u6642\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u300cCUDA\uff08\u30af\u30fc\u30c0\uff1aCompute Unified Device Architecture\uff09\u300d\u3068\u547c\u3070\u308c\u308b\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u74b0\u5883\u3092\u958b\u767a\u3057\u3001\u4e16\u754c\u4e2d\u306b\u7121\u511f\u3067\u63d0\u4f9b\u3057\u59cb\u3081\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u300c\u30b2\u30fc\u30e0\u7528\u3060\u3063\u305fGPU\u3092\u3001\u79d1\u5b66\u8a08\u7b97\u3084\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u753b\u50cf\u8a8d\u8b58\u306a\u3069\u3001\u6c4e\u7528\u7684\u306a\u8a08\u7b97\u306b\u3082\u4f7f\u3048\u308b\u3088\u3046\u306b\u3059\u308b\u300d\u305f\u3081\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u57fa\u76e4\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"25\">\u5f53\u6642\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u6295\u8cc7\u5bb6\u3084\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306f\u300c\u672c\u696d\u306e\u30b2\u30fc\u30e0\u306b\u95a2\u4fc2\u306e\u306a\u3044\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u958b\u767a\u306b\u3001\u6bce\u5e74\u5de8\u984d\u306e\u8cc7\u91d1\u3068\u512a\u79c0\u306a\u4eba\u6750\u3092\u6295\u3058\u308b\u306e\u306f\u7121\u99c4\u9063\u3044\u3060\u300d\u3068\u731b\u6279\u5224\u3057\u3001\u540c\u793e\u306e\u682a\u4fa1\u304c\u6fc0\u3057\u304f\u4f4e\u8ff7\u3057\u305f\u6642\u671f\u3082\u3042\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a1\u30f3CEO\u306f\u300c\u3044\u3064\u304b\u3053\u306e\u4e26\u5217\u51e6\u7406\u306e\u30d1\u30ef\u30fc\u304c\u5fc5\u8981\u3068\u3055\u308c\u308b\u6642\u4ee3\u304c\u6765\u308b\u300d\u3068\u3044\u3046\u4fe1\u5ff5\u3092\u66f2\u3052\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n<p data-path-to-node=\"26\">\u7d50\u679c\u3068\u3057\u3066\u3001\u4e16\u754c\u4e2d\u306e\u5927\u5b66\u3084\u7814\u7a76\u6a5f\u95a2\u306eAI\u7814\u7a76\u8005\u305f\u3061\u304c\u3001\u3053\u306e\u7121\u511f\u3067\u4fbf\u5229\u306aCUDA\u3092\u4f7f\u3063\u3066AI\u306e\u7814\u7a76\u3092\u59cb\u3081\u307e\u3057\u305f\u30022010\u5e74\u4ee3\u306b\u5165\u308a\u30c7\u30a3\u30fc\u30d7\u30e9\u30fc\u30cb\u30f3\u30b0\u304c\u30d6\u30ec\u30a4\u30af\u3057\u305f\u6642\u3001\u300cAI\u306e\u958b\u767a\u74b0\u5883\uff1d\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306eGPU\u3068CUDA\u306e\u7d44\u307f\u5408\u308f\u305b\u4ee5\u5916\u306b\u9078\u629e\u80a2\u304c\u306a\u3044\u300d\u3068\u3044\u3046\u5f37\u56fa\u306a\u30c7\u30d5\u30a1\u30af\u30c8\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\uff08\u696d\u754c\u6a19\u6e96\uff09\u304c\u3059\u3067\u306b\u5b8c\u6210\u3057\u3066\u3044\u305f\u306e\u3067\u3059\u3002\u73fe\u5728\u306e\u7206\u767a\u7684\u306a\u5229\u76ca\u306f\u3001\u3053\u306e15\u5e74\u4ee5\u4e0a\u306e\u5b64\u72ec\u306a\u6295\u8cc7\u306b\u5bfe\u3059\u308b\u6b63\u5f53\u306a\u30ea\u30bf\u30fc\u30f3\u3068\u8a00\u3048\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"27\">2. \u3010\u73fe\u5728\u3011\u300cBlackwell\u300d\u306e\u6295\u5165\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5b8c\u5168\u8987\u6a29<\/h3>\n<p data-path-to-node=\"28\">\u73fe\u5728\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u4e16\u754c\u306e\u5148\u9032AI\u30c1\u30c3\u30d7\u5e02\u5834\u3067<b data-path-to-node=\"28\" data-index-in-node=\"23\">\u7d0480%\u301c90%\u306e\u30b7\u30a7\u30a2<\/b>\u3092\u63e1\u3063\u3066\u3044\u308b\u3068\u63a8\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306e\u9700\u8981\u304c\u4f9b\u7d66\u3092\u9065\u304b\u306b\u4e0a\u56de\u308b\u300c\u5727\u5012\u7684\u306a\u58f2\u308a\u624b\u5e02\u5834\u300d\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"29\">\u540c\u793e\u306e\u73fe\u5728\u306e\u4e3b\u8ef8\u306f\u3001\u6b74\u53f2\u7684\u5927\u30d2\u30c3\u30c8\u3068\u306a\u3063\u305f\u300cH100\u300d\u3084\u300cH200\u300d\u30c1\u30c3\u30d7\u306e\u4e16\u4ee3\u304b\u3089\u3001\u65b0\u4e16\u4ee3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3067\u3042\u308b\u300cBlackwell\uff08\u30d6\u30e9\u30c3\u30af\u30a6\u30a7\u30eb\uff09\u300d\u3078\u3068\u5b8c\u5168\u306b\u79fb\u884c\u3057\u3066\u3044\u307e\u3059\u3002Blackwell\u306f\u3001\u5f93\u6765\u306e\u4e16\u4ee3\u306b\u6bd4\u3079\u3066AI\u306e\u5b66\u7fd2\u30fb\u63a8\u8ad6\u6027\u80fd\u304c\u6841\u9055\u3044\u306b\u5411\u4e0a\u3057\u3066\u304a\u308a\u3001\u6d88\u8cbb\u96fb\u529b\u306e\u52b9\u7387\u6027\u3082\u5927\u5e45\u306b\u6539\u5584\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"30\">\u3055\u3089\u306b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6050\u308d\u3057\u3044\u70b9\u306f\u3001\u7af6\u5408\u4ed6\u793e\u304c\u8ffd\u3044\u3064\u304f\u524d\u306b\u81ea\u3089\u6b21\u4e16\u4ee3\u6a5f\u3092\u6295\u5165\u3057\u3066\u5dee\u3092\u5e83\u3052\u308b\u300c\u6bce\u5e74\u66f4\u65b0\u578b\uff08\u30ef\u30f3\u30a4\u30e4\u30fc\u30fb\u30ea\u30ba\u30e0\uff09\u300d<b data-path-to-node=\"30\" data-index-in-node=\"62\">\u306e\u958b\u767a\u30b5\u30a4\u30af\u30eb\u3092\u78ba\u7acb\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3059\u3002Blackwell\u306e\u5148\u306b\u306f\u3001\u6b21\u4e16\u4ee3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0<\/b>\u300cVera Rubin\uff08\u30f4\u30a7\u30e9\u30fb\u30eb\u30fc\u30d3\u30f3\uff09\u300d\u306e\u5c55\u958b\u3082\u3059\u3067\u306b\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u7d44\u307f\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"31\">Microsoft\u3001Meta\u3001Alphabet\uff08Google\uff09\u3001Amazon\u306a\u3069\u306e\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\uff08\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff09\u306f\u3001AI\u306e\u4e3b\u5c0e\u6a29\u3092\u5931\u3046\u30ea\u30b9\u30af\uff08\u4e0d\u4f5c\u70ba\u306e\u30ea\u30b9\u30af\uff09\u3092\u6050\u308c\u3001\u6570\u5343\u5104\u5186\u898f\u6a21\u306e\u8cc7\u91d1\u3092\u6295\u3058\u3066\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u88fd\u54c1\u306e\u4e89\u596a\u6226\u3092\u7e70\u308a\u5e83\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"32\">3. \u3010\u672a\u6765\u3011AI\u306e\u6b21\u306a\u308b\u6ce2\uff1a\u300c\u81ea\u5f8b\u578b\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300d\u3068\u300c\u30d5\u30a3\u30b8\u30ab\u30ebAI\u300d<\/h3>\n<p data-path-to-node=\"33\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u672a\u6765\u306f\u3001\u5358\u306b\u300cChatGPT\u306e\u3088\u3046\u306a\u5bfe\u8a71\u578bAI\u306e\u88cf\u5074\u3067\u8a08\u7b97\u3092\u624b\u4f1d\u3046\u300d\u3053\u3068\u3060\u3051\u306b\u7559\u307e\u308a\u307e\u305b\u3093\u3002\u4eca\u5f8c10\u5e74\u3067\u5f7c\u3089\u304c\u958b\u62d3\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u5de8\u5927\u306a\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u306f\u4e3b\u306b\u4ee5\u4e0b\u306e3\u3064\u3067\u3059\u3002<\/p>\n<h4 data-path-to-node=\"34\">\u2460 AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\uff08\u81ea\u5f8b\u52d5\u4f5c\u578bAI\uff09\u306e\u666e\u53ca<\/h4>\n<p data-path-to-node=\"35\">\u3053\u308c\u307e\u3067\u306eAI\u306f\u3001\u4eba\u9593\u304c\u300c\u30d7\u30ed\u30f3\u30d7\u30c8\uff08\u6307\u793a\u6587\uff09\u300d\u3092\u5165\u529b\u3057\u3066\u521d\u3081\u3066\u52d5\u304f\u53d7\u3051\u8eab\u306e\u5b58\u5728\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3053\u308c\u304b\u3089\u306f\u3001\u4eba\u9593\u306e\u6307\u793a\u306a\u3057\u306b\u81ea\u3089\u601d\u8003\u3057\u3001\u8a08\u753b\u3092\u7acb\u3066\u3001\u30cd\u30c3\u30c8\u3084\u793e\u5185\u30b7\u30b9\u30c6\u30e0\u3092\u64cd\u4f5c\u3057\u3066\u696d\u52d9\u3092\u5b8c\u7d50\u3055\u305b\u308b\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300d\u304c\u4e3b\u6d41\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u81ea\u5f8b\u7684\u306a\u601d\u8003\u30d7\u30ed\u30bb\u30b9\uff08\u63a8\u8ad6\uff09\u304c\u4e16\u754c\u4e2d\u3067\u65e5\u5e38\u5316\u3059\u308b\u3068\u3001\u5fc5\u8981\u3068\u306a\u308b\u8a08\u7b97\u91cf\u306f\u73fe\u5728\u306e\u6bd4\u3067\u306f\u306a\u304f\u306a\u308a\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30c1\u30c3\u30d7\u9700\u8981\u3092\u3055\u3089\u306b\u62bc\u3057\u4e0a\u3052\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"36\">\u2461 \u30c7\u30b8\u30bf\u30eb\u30c4\u30a4\u30f3\u3068Omniverse\uff08\u30aa\u30e0\u30cb\u30d0\u30fc\u30b9\uff09<\/h4>\n<p data-path-to-node=\"37\">\u73fe\u5b9f\u4e16\u754c\u306e\u5de5\u5834\u3001\u90fd\u5e02\u3001\u7269\u6d41\u7db2\u306a\u3069\u3092\u3001\u305d\u3063\u304f\u308a\u305d\u306e\u307e\u307e\u4eee\u60f3\u7a7a\u9593\uff083D\uff09\u306b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u518d\u73fe\u3057\u3001\u7269\u7406\u6cd5\u5247\u306b\u5f93\u3063\u305f\u5b8c\u74a7\u306a\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u304c\u65b0\u3057\u3044\u5de5\u5834\u3092\u5efa\u3066\u308b\u524d\u306b\u3001\u4eee\u60f3\u7a7a\u9593\u3067\u30ed\u30dc\u30c3\u30c8\u306e\u914d\u7f6e\u3084\u52d5\u7dda\u3092\u30c6\u30b9\u30c8\u3059\u308b\u3053\u3068\u3067\u3001\u6570\u5343\u5104\u5186\u306e\u30b3\u30b9\u30c8\u524a\u6e1b\u3068\u958b\u767a\u671f\u9593\u306e\u77ed\u7e2e\u304c\u53ef\u80fd\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u306e\u57fa\u76e4\u3092\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"38\">\u2462 \u30d5\u30a3\u30b8\u30ab\u30ebAI\uff08\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\u30fb\u81ea\u52d5\u904b\u8ee2\uff09<\/h4>\n<p data-path-to-node=\"39\">AI\u304c\u753b\u9762\u306e\u4e2d\u3092\u98db\u3073\u51fa\u3057\u3001\u73fe\u5b9f\u4e16\u754c\u3067\u7269\u7406\u7684\u306b\u52d5\u304f\u30d5\u30a7\u30fc\u30ba\u3067\u3059\u3002\u4eba\u578b\u30ed\u30dc\u30c3\u30c8\uff08\u30d2\u30e5\u30fc\u30de\u30ce\u30a4\u30c9\uff09\u3084\u3001\u5b8c\u5168\u81ea\u52d5\u904b\u8ee2\u8eca\u306a\u3069\u306e\u300c\u8133\u300d\u3068\u3057\u3066\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u8d85\u7701\u96fb\u529b\u30fb\u8d85\u9ad8\u901f\u306e\u8eca\u8f09\u30fb\u30ed\u30dc\u30c3\u30c8\u7528\u30c1\u30c3\u30d7\u304c\u7d44\u307f\u8fbc\u307e\u308c\u307e\u3059\u3002\u3059\u3067\u306b\u4e3b\u8981\u306a\u81ea\u52d5\u8eca\u30e1\u30fc\u30ab\u30fc\u3084\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\u4f01\u696d\u3068\u306e\u63d0\u643a\u304c\u5f37\u56fa\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<div class=\"xcd-attention-6 xcd-col5 xcd-ripple\">\n<div class=\"xcd-title-wrap\">\n<div class=\"xcd-title\"><span>\u3042\u306a\u305f\u306b\u672c\u5f53\u306b\u9069\u3057\u305f\u6295\u8cc7\u306f\u3069\u308c\uff1f<\/span><\/div>\n<\/div>\n<div class=\"xcd-content\">\n<p><span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u3067\u53ce\u5165\u3092\u5f97\u305f\u3044\u3001\u8cc7\u7523\u3092\u5897\u3084\u3057\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u30ea\u30b9\u30af\u306f\u3067\u304d\u308b\u3060\u3051\u6291\u3048\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u5148\u306e\u898b\u6975\u3081\u65b9\u3092\u77e5\u308a\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6210\u529f\u3057\u3066\u3044\u308b\u6295\u8cc7\u5bb6\u3068\u63a5\u70b9\u304c\u6b32\u3057\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u7269\u4fa1\u4e0a\u6607\u3078\u306e\u5bfe\u7b56\u306b\u306f\u6295\u8cc7\u304c\u5fc5\u8981\u3068\u8003\u3048\u3066\u3044\u308b\u3000YES or NO<\/strong><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?argument=XJhet6w1&amp;dmai=a64e31f9ee75a0\"><strong>\u2192\u3000YES\u304c\uff13\u3064\u4ee5\u4e0a\u3060\u3063\u305f\u65b9\u306f\u3001\u3053\u3061\u3089\u3092\u30af\u30ea\u30c3\u30af<\/strong><\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"41\">\u7b2c3\u7ae0\uff1a\u7af6\u5408\u4f01\u696d\u3068\u306e\u6bd4\u8f03\uff1a\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u300c\u5800\u300d\u306e\u6b63\u4f53<\/h2>\n<p data-path-to-node=\"42\">\u6295\u8cc7\u5bb6\u304c\u6700\u3082\u61f8\u5ff5\u3059\u308b\u306e\u306f\u3001\u300c\u7af6\u5408\u4ed6\u793e\u304c\u5b89\u3044\u4ee3\u66ff\u54c1\u3092\u4f5c\u3063\u305f\u3089\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u5929\u4e0b\u306f\u7d42\u308f\u308b\u306e\u3067\u306f\u306a\u3044\u304b\uff1f\u300d\u3068\u3044\u3046\u70b9\u3067\u3059\u3002\u4e3b\u8981\u306a\u7af6\u5408\u30d7\u30ec\u30a4\u30e4\u30fc\u3068\u306e\u6bd4\u8f03\u3092\u901a\u3058\u3066\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u6301\u3064\u300c\u7d4c\u6e08\u7684\u306a\u5800\uff08Economic Moat\uff1d\u4ed6\u793e\u304c\u53c2\u5165\u3057\u306b\u304f\u3044\u5727\u5012\u7684\u306a\u5f37\u307f\uff09\u300d\u306e\u672c\u8cea\u3092\u89e3\u5256\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"43\">1. \u4e3b\u8981\u306a\u7af6\u5408\u30d7\u30ec\u30a4\u30e4\u30fc\u3068\u5e02\u5834\u7acb\u3061\u4f4d\u7f6e<\/h3>\n<table data-path-to-node=\"44\">\n<thead>\n<tr>\n<td><strong>\u4f01\u696d\u30fb\u52e2\u529b<\/strong><\/td>\n<td><strong>\u4e3b\u306a\u88fd\u54c1\u30fb\u5bfe\u6297\u99ac<\/strong><\/td>\n<td><strong>\u7279\u5fb4\u3068\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304b\u3089\u898b\u305f\u8105\u5a01\u5ea6<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><span data-path-to-node=\"44,1,0,0\"><b data-path-to-node=\"44,1,0,0\" data-index-in-node=\"0\">AMD\uff08\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba\uff09<\/b><\/span><\/td>\n<td><span data-path-to-node=\"44,1,1,0\">Instinct MI300 \/ MI325X \u30b7\u30ea\u30fc\u30ba<\/span><\/td>\n<td><span data-path-to-node=\"44,1,2,0\">\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u7d14\u7c8b\u306a\u30b9\u30da\u30c3\u30af\u3084\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\uff08HBM\uff09\u306e\u5bb9\u91cf\u306b\u304a\u3044\u3066\u306f\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u65e2\u5b58\u88fd\u54c1\u306b\u5339\u6575\u3059\u308b\u6700\u3082\u6709\u529b\u306a\u30e9\u30a4\u30d0\u30eb\u3002\u305f\u3060\u3057\u3001\u5f8c\u8ff0\u3059\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u751f\u614b\u7cfb\uff08\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\uff09\u306e\u539a\u307f\u3067\u52a3\u308b\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"44,2,0,0\"><b data-path-to-node=\"44,2,0,0\" data-index-in-node=\"0\">Intel\uff08\u30a4\u30f3\u30c6\u30eb\uff09<\/b><\/span><\/td>\n<td><span data-path-to-node=\"44,2,1,0\">Gaudi\uff08\u30ac\u30a6\u30c7\u30a3\uff093<\/span><\/td>\n<td><span data-path-to-node=\"44,2,2,0\">\u300c\u5727\u5012\u7684\u306a\u4fa1\u683c\u6027\u80fd\u6bd4\uff08\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\uff09\u300d\u3092\u6b66\u5668\u306b\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u88fd\u54c1\u304c\u9ad8\u3059\u304e\u3066\u8cb7\u3048\u306a\u3044\u3001\u307e\u305f\u306f\u305d\u3053\u307e\u3067\u306e\u8d85\u9ad8\u6027\u80fd\u3092\u5fc5\u8981\u3068\u3057\u306a\u3044\u4e2d\u5805\u4f01\u696d\u5c64\u3092\u30bf\u30fc\u30b2\u30c3\u30c8\u306b\u3057\u3066\u3044\u308b\u3002\u6700\u5148\u7aefAI\u306e\u6027\u80fd\u4e89\u3044\u304b\u3089\u306f\u4e00\u6b69\u5f8c\u9000\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"44,3,0,0\"><b data-path-to-node=\"44,3,0,0\" data-index-in-node=\"0\">\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u5185\u88fd\u30c1\u30c3\u30d7<\/b><\/span><\/td>\n<td>\n<p data-path-to-node=\"44,3,1,0\">Google\uff08TPU\uff09<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"44,3,1,2\">AWS\uff08Trainium\uff09<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"44,3,1,4\">Meta\uff08MTIA\uff09<\/p>\n<\/td>\n<td><span data-path-to-node=\"44,3,2,0\">\u81ea\u793e\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3084\u7279\u5b9a\u306e\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306b\u7279\u5316\u3057\u305f\u5c02\u7528\u30c1\u30c3\u30d7\uff08ASIC\uff09\u3002\u6c4e\u7528\u6027\u306f\u306a\u3044\u304c\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3078\u306e\u4f9d\u5b58\u5ea6\u3092\u4e0b\u3052\u3001\u81ea\u793e\u306e\u8abf\u9054\u30b3\u30b9\u30c8\u3092\u6291\u3048\u308b\u305f\u3081\u306e\u9632\u885b\u7b56\u3068\u3057\u3066\u958b\u767a\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"44,4,0,0\"><b data-path-to-node=\"44,4,0,0\" data-index-in-node=\"0\">\u65b0\u8208\u52e2\u529b\u30fb\u30a2\u30b8\u30a2\u52e2<\/b><\/span><\/td>\n<td>\n<p data-path-to-node=\"44,4,1,0\">\u4e2d\u56fd\u306e\u30ed\u30fc\u30ab\u30ebAI\u30c1\u30c3\u30d7<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"44,4,1,2\">DeepSeek\u306a\u3069\u306e\u72ec\u81ea\u30a4\u30f3\u30d5\u30e9<\/p>\n<\/td>\n<td><span data-path-to-node=\"44,4,2,0\">\u7c73\u56fd\u653f\u5e9c\u306b\u3088\u308b\u4e2d\u56fd\u3078\u306e\u6700\u5148\u7aef\u534a\u5c0e\u4f53\u8f38\u51fa\u898f\u5236\u3092\u80cc\u666f\u306b\u3001\u72ec\u81ea\u306e\u7d4c\u6e08\u570f\u3084\u52b9\u7387\u7684\u306a\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306b\u3088\u308b\u5185\u88fd\u5316\u3092\u6025\u30d4\u30c3\u30c1\u3067\u9032\u3081\u3066\u3044\u308b\u52e2\u529b\u3002<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 data-path-to-node=\"45\">2. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u8ca0\u3051\u306a\u3044\u7406\u7531\uff1a\u30cf\u30fc\u30c9\u3067\u306f\u306a\u304f\u300c\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u58c1\u300d<\/h3>\n<p data-path-to-node=\"46\">\u7af6\u5408\u4ed6\u793e\u304c\u3069\u3093\u306a\u306b\u7d20\u6674\u3089\u3057\u3044\u534a\u5c0e\u4f53\uff08\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\uff09\u3092\u4f5c\u3063\u3066\u3082\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7c21\u5358\u306b\u306f\u596a\u3048\u306a\u3044\u7406\u7531\u3002\u305d\u308c\u3053\u305d\u304c\u3001\u524d\u8ff0\u3057\u305f\u300cCUDA\uff08\u30af\u30c0\uff09\u300d\u3068\u3044\u3046\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u58c1\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"47\">\u4e16\u754c\u4e2d\u306e\u6570\u767e\u4e07\u4eba\u306eAI\u30a8\u30f3\u30b8\u30cb\u30a2\u3001\u30d7\u30ed\u30b0\u30e9\u30de\u30fc\u3001\u30c7\u30fc\u30bf\u30b5\u30a4\u30a8\u30f3\u30c6\u30a3\u30b9\u30c8\u306f\u3001\u4f55\u5e74\u3082\u524d\u304b\u3089CUDA\u3092\u524d\u63d0\u3068\u3057\u3066AI\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u66f8\u304d\u3001\u30e9\u30a4\u30d6\u30e9\u30ea\uff08\u4fbf\u5229\u306a\u9053\u5177\u7bb1\uff09\u3092\u84c4\u7a4d\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3082\u3057\u300cAMD\u306e\u30c1\u30c3\u30d7\u306e\u65b9\u304c2\u5272\u5b89\u3044\u304b\u3089\u300d\u3068\u3044\u3046\u7406\u7531\u3067\u4ed6\u793e\u88fd\u54c1\u306b\u4e57\u308a\u63db\u3048\u3088\u3046\u3068\u3059\u308b\u3068\u3001\u300c\u3053\u308c\u307e\u3067\u306b\u66f8\u3044\u305f\u81a8\u5927\u306aAI\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u3059\u3079\u3066\u66f8\u304d\u76f4\u3057\u3001\u52d5\u4f5c\u691c\u8a3c\u3068\u6700\u9069\u5316\u3092\u3057\u76f4\u3059\u300d\u3068\u3044\u3046\u3001\u5929\u6587\u5b66\u7684\u306a\u624b\u9593\u3068\u6642\u9593\u3001\u4eba\u4ef6\u8cbb\uff08\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u30b3\u30b9\u30c8\uff09\u304c\u767a\u751f\u3057\u307e\u3059\u3002\u7d50\u679c\u3068\u3057\u3066\u3001\u300c\u591a\u5c11\u9ad8\u304f\u3066\u3082\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30c1\u30c3\u30d7\u3092\u305d\u306e\u307e\u307e\u4f7f\u3044\u7d9a\u3051\u305f\u65b9\u304c\u3001\u30d3\u30b8\u30cd\u30b9\u5168\u4f53\u306e\u30b9\u30d4\u30fc\u30c9\u3082\u30b3\u30b9\u30c8\u3082\u6d6e\u304f\u300d\u3068\u3044\u3046\u7d50\u8ad6\u306b\u306a\u308b\u306e\u3067\u3059\u3002<\/p>\n<h3 data-path-to-node=\"48\">3. \u300c\u30c1\u30c3\u30d7\u5358\u4f53\u300d\u3067\u306f\u306a\u304f\u300c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4e38\u3054\u3068\u300d\u306e\u58f2\u308a\u8fbc\u307f<\/h3>\n<p data-path-to-node=\"49\">\u3055\u3089\u306b\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u3082\u306f\u3084\u5358\u306a\u308b\u300c\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u300d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5f7c\u3089\u306f\u4ee5\u4e0b\u3092\u3059\u3079\u3066\u81ea\u793e\u3067\u958b\u767a\u30fb\u6700\u9069\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"50\">\n<li>\n<p data-path-to-node=\"50,0,0\"><b data-path-to-node=\"50,0,0\" data-index-in-node=\"0\">\u8d85\u9ad8\u901f\u901a\u4fe1\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\uff08InfiniBand\u3084Spectrum-X\uff09\uff1a<\/b> \u6570\u4e07\u500b\u306eGPU\u3092\u7e4b\u3050\u305f\u3081\u306e\u8d85\u9ad8\u901f\u30b9\u30a4\u30c3\u30c1\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"50,1,0\"><b data-path-to-node=\"50,1,0\" data-index-in-node=\"0\">\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u8a2d\u8a08\uff08NVL72\u306a\u3069\uff09\uff1a<\/b> \u5de8\u5927\u306a\u96fb\u529b\u3092\u4f9b\u7d66\u3057\u3001\u52b9\u7387\u7684\u306b\u51b7\u5374\u3059\u308b\u305f\u3081\u306e\u69cb\u9020\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"50,2,0\"><b data-path-to-node=\"50,2,0\" data-index-in-node=\"0\">\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff08NVIDIA AI Enterprise\uff09\uff1a<\/b> \u5b89\u5168\u304b\u3064\u5373\u5ea7\u306bAI\u3092\u4f01\u696d\u306b\u7d44\u307f\u8fbc\u3080\u305f\u3081\u306eOS\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"51\">\u9867\u5ba2\uff08\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306a\u3069\uff09\u304b\u3089\u3059\u308c\u3070\u3001\u300c\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304b\u3089\u4e38\u3054\u3068\u4e00\u5f0f\uff08\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\uff09\u3092\u8cb7\u3048\u3070\u3001\u5c4a\u3044\u305f\u305d\u306e\u65e5\u304b\u3089\u4e16\u754c\u6700\u9ad8\u306eAI\u958b\u767a\u304c\u30b9\u30bf\u30fc\u30c8\u3067\u304d\u308b\u300d\u3068\u3044\u3046\u72b6\u614b\u3067\u3059\u3002\u7af6\u5408\u304c\u30c1\u30c3\u30d7\u5358\u4f53\u306e\u6027\u80fd\u3067\u6311\u3093\u3067\u304d\u3066\u3082\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u300c\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306e\u5727\u5012\u7684\u306a\u51e6\u7406\u52b9\u7387\u3068\u4fe1\u983c\u6027\u300d\u3067\u30d1\u30c3\u30b1\u30fc\u30b8\u52dd\u3061\u3057\u3066\u3057\u307e\u3046\u306e\u3067\u3059\u3002\u3053\u308c\u304c\u3001\u4ed6\u793e\u304c\u5bb9\u6613\u306b\u98db\u3073\u8d8a\u3048\u3089\u308c\u306a\u3044\u300c\u7d4c\u6e08\u7684\u306a\u5800\u300d\u306e\u6b63\u4f53\u3067\u3059\u3002<\/p>\n<h2 data-path-to-node=\"53\">\u7b2c4\u7ae0\uff1a\u6295\u8cc7\u5bb6\u304c\u6ce8\u76ee\u3059\u3079\u304d\u95a2\u9023\u4f01\u696d\uff08\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\uff09<\/h2>\n<p data-path-to-node=\"54\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u3001\u81ea\u793e\u3067\u534a\u5c0e\u4f53\u3092\u88fd\u9020\u3059\u308b\u5de8\u5927\u306a\u5de5\u5834\u3092\u6301\u305f\u306a\u3044\u300c\u30d5\u30a1\u30d6\u30ec\u30b9\u300d\u3068\u3044\u3046\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u8a2d\u8a08\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u958b\u767a\u306b\u7279\u5316\u3057\u3001\u5b9f\u969b\u306e\u904e\u9177\u306a\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u306f\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u8077\u4eba\u4f01\u696d\u305f\u3061\u306b\u59d4\u8a17\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"55\">\u305d\u306e\u305f\u3081\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u306e\u4eca\u5f8c\u306e\u52d5\u5411\u3084\u4f9b\u7d66\u30ea\u30b9\u30af\u3092\u5360\u3046\u4e0a\u3067\u306f\u3001\u4ee5\u4e0b\u306e\u95a2\u9023\u4f01\u696d\uff08\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\uff09\u306e\u72b6\u6cc1\u3092\u628a\u63e1\u3057\u3066\u304a\u304f\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c2661803162=\"\" class=\"ng-tns-c2661803162-349 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c2661803162=\"\" class=\"code-block ng-tns-c2661803162-349 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:[[&quot;r_daa94424cc30a7c2&quot;,&quot;c_849af1382ed1fefc&quot;,null,&quot;rc_bf639ebb5327c3d2&quot;,null,null,&quot;ja&quot;,null,1,null,null,1,0]]\">\n<div _ngcontent-ng-c2661803162=\"\" class=\"formatted-code-block-internal-container ng-tns-c2661803162-349\">\n<div _ngcontent-ng-c2661803162=\"\" class=\"animated-opacity ng-tns-c2661803162-349\">\n<pre _ngcontent-ng-c2661803162=\"\" class=\"ng-tns-c2661803162-349\"><code _ngcontent-ng-c2661803162=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c2661803162-349 no-decoration-radius\"><span style=\"font-size: 14pt;\">\u3010\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u8d85\u5f37\u529b\u306a\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3011\r\n[ASML (\u9732\u5149\u88c5\u7f6e)] \u2794 [TSMC (\u6700\u5148\u7aef\u524d\u5de5\u7a0b\u30fbCoWoS\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0)] \u2794 [SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u7b49 (HBM\u30e1\u30e2\u30ea\u63d0\u4f9b)] \u2794 \u3010\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u88fd\u54c1\u306e\u5b8c\u6210\u3011\r\n<\/span><\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<h3 data-path-to-node=\"57\">1. TSMC\uff08\u53f0\u6e7e\u7a4d\u4f53\u96fb\u8def\u88fd\u9020\uff09: \u552f\u4e00\u7121\u4e8c\u306e\u7d76\u5bfe\u7684\u88fd\u9020\u30d1\u30fc\u30c8\u30ca\u30fc<\/h3>\n<p data-path-to-node=\"58\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6700\u5148\u7aefAI\u30c1\u30c3\u30d7\uff08Blackwell\u306a\u3069\uff09\u3092\u3001\u8981\u6c42\u3055\u308c\u308b\u8d85\u9ad8\u7cbe\u5ea6\u3068\u6b69\u7559\u307e\u308a\uff08\u826f\u54c1\u7387\uff09\u3067\u5b9f\u969b\u306b\u88fd\u9020\u3067\u304d\u308b\u306e\u306f\u3001\u4e16\u754c\u3067\u53f0\u6e7e\u306eTSMC\u3060\u3051\u3067\u3059\u3002\u3055\u3089\u306b\u3001\u30c1\u30c3\u30d7\u3092\u57fa\u677f\u306b\u8d85\u9ad8\u5bc6\u5ea6\u3067\u914d\u7f6e\u3059\u308b\u300cCoWoS\uff08\u30b3\u30a6\u30a9\u30b9\uff09\u300d\u3068\u547c\u3070\u308c\u308b\u6700\u5148\u7aef\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\u3082TSMC\u304c\u63e1\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"59\">\n<li>\n<p data-path-to-node=\"59,0,0\"><b data-path-to-node=\"59,0,0\" data-index-in-node=\"0\">\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u306e\u6ce8\u76ee\u70b9\uff1a<\/b> TSMC\u306e\u88fd\u9020\u30e9\u30a4\u30f3\u306e\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\uff08\u751f\u7523\u80fd\u529b\uff09\u304c\u3001\u305d\u306e\u307e\u307e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u88fd\u54c1\u306e\u51fa\u8377\u91cf\uff1d\u58f2\u4e0a\u306e\u4e0a\u9650\u3092\u6c7a\u3081\u307e\u3059\u3002TSMC\u306e\u6708\u6b21\u58f2\u4e0a\u3084\u8a2d\u5099\u6295\u8cc7\u306e\u767a\u8868\u306f\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u696d\u7e3e\u3092\u5360\u3046\u6700\u5927\u306e\u5148\u884c\u6307\u6a19\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"60\">2. \u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08Broadcom\uff09: AI\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u96a0\u308c\u305f\u652f\u914d\u8005<\/h3>\n<p data-path-to-node=\"61\">\u6570\u4e07\u500b\u306eGPU\u3092\u9023\u52d5\u3055\u305b\u30661\u3064\u306e\u5de8\u5927\u306a\u8133\u3092\u4f5c\u308bAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u304a\u3044\u3066\u3001\u30c1\u30c3\u30d7\u540c\u58eb\u3092\u7e4b\u3050\u300c\u901a\u4fe1\uff08\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\uff09\u300d\u306e\u91cd\u8981\u6027\u306f\u6975\u3081\u3066\u9ad8\u3044\u3067\u3059\u3002\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u306e\u901a\u4fe1\u3092\u5236\u5fa1\u3059\u308b\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u3084\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u30b9\u30a4\u30c3\u30c1\u306e\u5206\u91ce\u3067\u5727\u5012\u7684\u306a\u5f37\u307f\u3092\u6301\u3061\u307e\u3059\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3068\u306f\u7af6\u5408\u3059\u308b\u90e8\u5206\u3082\u3042\u308a\u3064\u3064\u3001AI\u30a4\u30f3\u30d5\u30e9\u5e02\u5834\u5168\u4f53\u306e\u62e1\u5927\u3092\u4e8c\u5206\u3057\u3066\u5206\u3051\u5408\u3046\u6700\u91cd\u8981\u30d7\u30ec\u30a4\u30e4\u30fc\u3067\u3059\u3002<\/p>\n<h3 data-path-to-node=\"62\">3. ASML\uff08\u30aa\u30e9\u30f3\u30c0\uff09: \u534a\u5c0e\u4f53\u7523\u696d\u306e\u300c\u5149\u300d\u3092\u63e1\u308b\u7d76\u5bfe\u7684\u72ec\u5360\u4f01\u696d<\/h3>\n<p data-path-to-node=\"63\">TSMC\u304c\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u8d85\u5fae\u7d30\u306a\u56de\u8def\u3092\u30b7\u30ea\u30b3\u30f3\u30a6\u30a8\u30cf\u4e0a\u306b\u713c\u304d\u4ed8\u3051\u308b\u305f\u3081\u306b\u3001\u7d76\u5bfe\u306b\u5fc5\u8981\u306a\u306e\u304cASML\u306e\u300cEUV\uff08\u6975\u7aef\u7d2b\u5916\u7dda\uff09\u9732\u5149\u88c5\u7f6e\u300d\u3067\u3059\u3002\u3053\u306e\u88c5\u7f6e\u3092\u4f5c\u308c\u308b\u4f01\u696d\u306f\u4e16\u754c\u3067ASML\u3057\u304b\u3042\u308a\u307e\u305b\u3093\u3002\u534a\u5c0e\u4f53\u30d4\u30e9\u30df\u30c3\u30c9\u306e\u6700\u4e0a\u6d41\u306b\u4f4d\u7f6e\u3057\u3001ASML\u306e\u88c5\u7f6e\u51fa\u8377\u52d5\u5411\u304c\u534a\u5c0e\u4f53\u696d\u754c\u5168\u4f53\u306e\u6570\u5e74\u5148\u306e\u751f\u7523\u80fd\u529b\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"64\">4. SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9 \/ \u30b5\u30e0\u30b9\u30f3\u96fb\u5b50 \/ \u30de\u30a4\u30af\u30ed\u30f3: HBM\uff08\u9ad8\u5e2f\u57df\u30e1\u30e2\u30ea\uff09\u306e\u4f9b\u7d66\u7db2<\/h3>\n<p data-path-to-node=\"65\">AI\u30c1\u30c3\u30d7\u306f\u8a08\u7b97\u901f\u5ea6\u304c\u7206\u767a\u7684\u306b\u901f\u3044\u305f\u3081\u3001\u30c7\u30fc\u30bf\u3092\u4e00\u6642\u7684\u306b\u4fdd\u7ba1\u3057\u3066\u304a\u304f\u300c\u30e1\u30e2\u30ea\u300d\u3082\u8d85\u9ad8\u901f\u30fb\u5927\u5bb9\u91cf\u3067\u306a\u3051\u308c\u3070\u3001\u5168\u4f53\u306e\u8db3\u3092\u5f15\u3063\u5f35\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u3053\u306eAI\u5c02\u7528\u306e\u8d85\u9ad8\u6027\u80fd\u30e1\u30e2\u30ea\u3092HBM\uff08High Bandwidth Memory\uff09\u3068\u547c\u3073\u307e\u3059\u3002HBM\u306e\u91cf\u7523\u3067\u5148\u884c\u3059\u308b\u97d3\u56fd\u306eSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3084\u3001\u8ffd\u968f\u3059\u308b\u7c73\u30de\u30a4\u30af\u30ed\u30f3\u3001\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u306e\u4f9b\u7d66\u80fd\u529b\u3068\u54c1\u8cea\u304c\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u88fd\u54c1\u51fa\u8377\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u306b\u30c0\u30a4\u30ec\u30af\u30c8\u306b\u5f71\u97ff\u3057\u307e\u3059\u3002<\/p>\n<div class=\"xcd-attention-1 xcd-col2 xcd-ripple\">\n<div class=\"xcd-title\"><strong>\u8cc7\u7523\u904b\u7528\u3067\u5931\u6557\u3057\u305f\u304f\u306a\u3044\u65b9\u3078<\/strong><\/div>\n<div class=\"xcd-content\"><strong>\u79c1\u305f\u3061GFS\u3067\u306f\u3001\u5b66\u6821\u3067\u306f\u6559\u3048\u3066\u3082\u3089\u3048\u306a\u304b\u3063\u305f\u304a\u91d1\u306e\u3053\u3068\u304c\u308f\u304b\u308b\u7121\u6599\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u3054\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><br \/>\n<strong><span style=\"color: #0066c0;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=om&amp;utm_medium=om&amp;utm_content=14519\" style=\"color: #0066c0;\">\u226b \u7121\u6599\u8b1b\u5ea7\uff1a\u304a\u91d1\u306e\u30d7\u30ed\u304c\u6559\u3048\u308b\u300c\u521d\u5fc3\u8005\u304c\u6bce\u6708\u53ce\u5165\u3092\u5f97\u308b\u6295\u8cc7\u306e\u59cb\u3081\u65b9\u300d<\/a><\/span><\/strong><\/div>\n<\/div>\n<h2 data-path-to-node=\"67\">\u7b2c5\u7ae0\uff1a\u5fb9\u5e95\u89e3\u5256\uff1a\u300cAI\u306eROI\uff08\u6295\u8cc7\u5bfe\u52b9\u679c\uff09\u554f\u984c\u300d\u3068\u306f\u4f55\u304b\uff1f<\/h2>\n<p data-path-to-node=\"68\">\u73fe\u5728\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u3084\u4e16\u754c\u306e\u6295\u8cc7\u5bb6\u304c\u6700\u3082\u71b1\u304f\u3001\u305d\u3057\u3066\u30b7\u30ea\u30a2\u30b9\u306b\u8b70\u8ad6\u3057\u3066\u3044\u308b\u306e\u304c\u300cAI\u306eROI\uff08Return on Investment\uff1a\u6295\u8cc7\u5bfe\u52b9\u679c\uff09\u554f\u984c\u300d<b data-path-to-node=\"68\" data-index-in-node=\"75\">\u3067\u3059\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3078\u306e\u6295\u8cc7\u3092\u691c\u8a0e\u3059\u308b\u4e0a\u3067\u3001\u3053\u306e\u6982\u5ff5\u306e\u7406\u89e3\u306f\u907f\u3051\u3066\u901a\u308c\u307e\u305b\u3093\u3002\u306a\u305c\u306a\u3089\u3001\u3053\u308c\u304c<\/b>\u540c\u793e\u306e\u682a\u4fa1\u3092\u4eca\u5f8c\u5927\u66b4\u9a30\u3055\u305b\u308b\u30a8\u30f3\u30b8\u30f3\u306b\u3082\u3001\u5927\u66b4\u843d\u3055\u305b\u308b\u5f15\u304d\u91d1\u306b\u3082\u306a\u308a\u5f97\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n<h3 data-path-to-node=\"69\">1. \u554f\u984c\u306e\u672c\u8cea\uff1a\u30b4\u30fc\u30eb\u30c9\u30e9\u30c3\u30b7\u30e5\u306e\u69cb\u9020\u7684\u306a\u6b6a\u307f<\/h3>\n<p data-path-to-node=\"70\">\u524d\u8ff0\u306e\u901a\u308a\u3001\u73fe\u5728\u306f\u300cAI\u30b4\u30fc\u30eb\u30c9\u30e9\u30c3\u30b7\u30e5\u300d\u3067\u3059\u3002\u30b4\u30fc\u30eb\u30c9\u30e9\u30c3\u30b7\u30e5\u306b\u304a\u3044\u3066\u3001\u6700\u3082\u78ba\u5b9f\u304b\u3064\u8fc5\u901f\u306b\u5132\u304b\u308b\u306e\u306f\u3001\u91d1\u9271\u3092\u6398\u308a\u5f53\u3066\u305f\u4eba\u3067\u306f\u306a\u304f\u300c\u91d1\u9271\u3092\u6398\u308b\u305f\u3081\u306e\u30b7\u30e3\u30d9\u30eb\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306eGPU\uff09\u3092\u58f2\u3063\u305f\u4eba\u300d\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"71\">\u73fe\u5728\u306e\u5e02\u5834\u306e\u69cb\u56f3\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"72\">\n<li>\n<p data-path-to-node=\"72,0,0\"><b data-path-to-node=\"72,0,0\" data-index-in-node=\"0\">\u30b7\u30e3\u30d9\u30eb\u306e\u58f2\u308a\u624b\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\uff1a<\/b> \u5229\u76ca\u738770%\u4ee5\u4e0a\u3067\u3001\u88fd\u54c1\u3092\u4f5c\u308c\u3070\u4f5c\u308b\u307b\u3069\u73fe\u91d1\u304c\u96ea\u3060\u308b\u307e\u5f0f\u306b\u5897\u3048\u308b\u72b6\u614b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"72,1,0\"><b data-path-to-node=\"72,1,0\" data-index-in-node=\"0\">\u91d1\u9271\u3092\u6398\u308b\u4eba\u305f\u3061\uff08\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306a\u3069\uff09\uff1a<\/b> \u5e74\u9593\u3067\u4f55\u5146\u5186\u3001\u4f55\u5341\u5146\u5186\u3068\u3044\u3046\u5de8\u984d\u306e\u8cc7\u91d1\uff08\u8cc7\u672c\u652f\u51fa\uff1aCapex\uff09\u3092\u6295\u3058\u3066\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304b\u3089\u30b7\u30e3\u30d9\u30eb\u3092\u8cb7\u3044\u3001\u5de8\u5927\u306aAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u5efa\u8a2d\u3057\u3066\u3044\u308b\u72b6\u614b\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"73\">\u3053\u3053\u3067\u767a\u751f\u3059\u308b\u306e\u304c\u3001\u300c\u30b7\u30e3\u30d9\u30eb\u3092\u8cb7\u3063\u305f\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306f\u3001\u305d\u306e\u30b7\u30e3\u30d9\u30eb\u3092\u4f7f\u3063\u3066\u3001\u6295\u8cc7\u984d\u306b\u898b\u5408\u3046\u3060\u3051\u306e\u300e\u672c\u7269\u306e\u91d1\uff08\u83ab\u5927\u306a\u5229\u76ca\uff09\u300f\u3092\u672c\u5f53\u306b\u6398\u308a\u5f53\u3066\u3089\u308c\u308b\u306e\u304b\uff1f\u300d\u3068\u3044\u3046\u7591\u554f\u3067\u3059\u3002\u3053\u308c\u304cROI\u554f\u984c\u306e\u672c\u8cea\u3067\u3059\u3002<\/p>\n<h3 data-path-to-node=\"74\">2. \u73fe\u72b6\u306e\u30df\u30b9\u30de\u30c3\u30c1\uff1a\u5146\u5186\u5358\u4f4d\u306e\u6295\u8cc7 vs \u5104\u5186\u5358\u4f4d\u306e\u56de\u53ce<\/h3>\n<p data-path-to-node=\"75\">\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u304cAI\u30a4\u30f3\u30d5\u30e9\u3092\u6574\u3048\u308b\u305f\u3081\u306b\u652f\u6255\u3046\u30b3\u30b9\u30c8\u306f\u300c\u524d\u6255\u3044\u300d\u3067\u3042\u308a\u3001\u305d\u306e\u984d\u306f\u6841\u9055\u3044\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u3053\u304b\u3089\u751f\u307f\u51fa\u3055\u308c\u308bAI\u30b5\u30fc\u30d3\u30b9\u306e\u30de\u30cd\u30bf\u30a4\u30ba\uff08\u53ce\u76ca\u5316\uff09\u306f\u3001\u307e\u3060\u59cb\u307e\u3063\u305f\u3070\u304b\u308a\u306e\u300c\u5f8c\u6255\u3044\u300d\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"76\">\n<li>\n<p data-path-to-node=\"76,0,0\"><b data-path-to-node=\"76,0,0\" data-index-in-node=\"0\">\u73fe\u5728\u306e\u4e3b\u306aAI\u53ce\u76ca\u6e90\uff1a<\/b><\/p>\n<ul data-path-to-node=\"76,0,1\">\n<li>\n<p data-path-to-node=\"76,0,1,0,0\">Microsoft\u306e\u300cCopilot\u300d\u306a\u3069\u306e\u6708\u984d\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\u6599\u91d1\uff08\u6708\u984d\u6570\u767e\u5186\u301c\u6570\u5343\u5186\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"76,0,1,1,0\">Google\u3084Meta\u306e\u691c\u7d22\u30fb\u5e83\u544a\u914d\u4fe1\u306e\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u7cbe\u5ea6\u5411\u4e0a\u306b\u3088\u308b\u3001\u9593\u63a5\u7684\u306a\u5e83\u544a\u53ce\u5165\u306e\u5897\u52a0\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"76,0,1,2,0\">\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\uff08AWS\u3001Azure\u3001Google Cloud\uff09\u3067\u3001\u4ed6\u793e\u306bAI\u958b\u767a\u74b0\u5883\u3092\u8cb8\u3057\u51fa\u3059\u8cc3\u8cb8\u53ce\u5165\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"77\">\u3053\u308c\u3089\u3082\u7740\u5b9f\u306b\u4f38\u3073\u3066\u306f\u3044\u307e\u3059\u304c\u3001\u73fe\u72b6\u3067\u306f\u300c\u51fa\u3066\u3044\u304f\u304a\u91d1\uff08\u5146\u5186\u5358\u4f4d\uff09\u306b\u5bfe\u3057\u3066\u3001\u5165\u3063\u3066\u304f\u308b\u304a\u91d1\uff08\u307e\u3060\u6570\u5343\u5104\u5186\u898f\u6a21\uff09\u306e\u30d0\u30e9\u30f3\u30b9\u304c\u53d6\u308c\u3066\u3044\u306a\u3044\u306e\u3067\u306f\u306a\u3044\u304b\u300d\u3068\u3044\u3046\u61f8\u5ff5\u304c\u5f37\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u3082\u3057\u3001\u3053\u308c\u3089\u306eAI\u30b5\u30fc\u30d3\u30b9\u304c\u6570\u5e74\u7d4c\u3063\u3066\u3082\u300c\u4f01\u696d\u306e\u751f\u7523\u6027\u3092\u5287\u7684\u306b\u4e0a\u3052\u3001\u83ab\u5927\u306a\u5229\u76ca\u3092\u751f\u3080\u30d7\u30ed\u30c0\u30af\u30c8\u300d\u3078\u9032\u5316\u3057\u306a\u304b\u3063\u305f\u5834\u5408\u3001\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306f\u6295\u8cc7\u5bb6\u304b\u3089\u306e\u731b\u6279\u5224\u3092\u6d74\u3073\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"78\">3. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u696d\u7e3e\u3078\u6ce2\u53ca\u3059\u308b\u300c2\u3064\u306e\u672a\u6765\u30b7\u30ca\u30ea\u30aa\u300d<\/h3>\n<p data-path-to-node=\"79\">\u3053\u306eROI\u554f\u984c\u304c\u4eca\u5f8c\u3069\u306e\u3088\u3046\u306a\u7d50\u672b\u3092\u8fce\u3048\u308b\u304b\u306b\u3088\u3063\u3066\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u696d\u7e3e\u3068\u682a\u4fa1\u306f\u6975\u7aef\u306a2\u3064\u306e\u30b7\u30ca\u30ea\u30aa\u3092\u305f\u3069\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"80\">\u30b7\u30ca\u30ea\u30aaA\uff08\u5f37\u6c17\uff09\uff1aAI\u30a2\u30d7\u30ea\u306e\u7206\u767a\u3068\u300c\u63a8\u8ad6\u9700\u8981\u300d\u3078\u306e\u5927\u8ee2\u63db<\/h4>\n<p data-path-to-node=\"81\">\u30e1\u30ac\u30c6\u30c3\u30af\u3084\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u304c\u958b\u767a\u3057\u305fAI\u304c\u3001\u4e00\u822c\u4f01\u696d\u306e\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u696d\u52d9\u3001\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30dd\u30fc\u30c8\u3001\u65b0\u85ac\u958b\u767a\u3001\u5951\u7d04\u66f8\u30c1\u30a7\u30c3\u30af\u306a\u3069\u3092\u5b8c\u5168\u306b\u81ea\u52d5\u5316\u3057\u3001\u4f01\u696d\u304c\u300c\u559c\u3093\u3067\u5e74\u9593\u6570\u5104\u5186\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u6599\u3092\u6255\u3046\u300d\u30ec\u30d9\u30eb\u306e\u795e\u30c4\u30fc\u30eb\u3078\u3068\u9032\u5316\u3059\u308b\u30b7\u30ca\u30ea\u30aa\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"82\">\n<li>\n<p data-path-to-node=\"82,0,0\"><b data-path-to-node=\"82,0,0\" data-index-in-node=\"0\">\u696d\u7e3e\u3078\u306e\u5f71\u97ff\uff1a<\/b> AI\u304c\u5b9f\u7528\u5316\u3055\u308c\u308b\u3068\u3001\u4e16\u306e\u4e2d\u306e\u9700\u8981\u306f\u300cAI\u30e2\u30c7\u30eb\u3092\u4f5c\u308b\u305f\u3081\u306e\u8a08\u7b97\uff08\u5b66\u7fd2\uff09\u300d\u304b\u3089\u3001\u300c\u4e16\u754c\u4e2d\u306e\u6570\u5104\u4eba\u304c\u65e5\u5e38\u7684\u306bAI\u3092\u4f7f\u3063\u3066\u51e6\u7406\u3092\u5b9f\u884c\u3059\u308b\u8a08\u7b97\uff08\u63a8\u8ad6\uff09\u300d\u3078\u3068\u30b7\u30d5\u30c8\u3057\u307e\u3059\u3002\u63a8\u8ad6\u306b\u5fc5\u8981\u306a\u8a08\u7b97\u91cf\u306f\u3001\u5b66\u7fd2\u306e\u6bd4\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306f\u300cROI\u304c\u5341\u5206\u306b\u53d6\u308c\u308b\u300d\u3068\u78ba\u4fe1\u3057\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30c1\u30c3\u30d7\u3092\u3055\u3089\u306b\u8ffd\u52a0\u3067\u8cfc\u5165\u3057\u7d9a\u3051\u308b\u305f\u3081\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u696d\u7e3e\u306f\u9577\u671f\u7684\u306a\u6301\u7d9a\u7684\u6210\u9577\u306e\u30d7\u30e9\u30c8\u30fc\uff08\u9ad8\u539f\uff09\u3078\u7a81\u5165\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"83\">\u30b7\u30ca\u30ea\u30aaB\uff08\u5f31\u6c17\uff09\uff1a\u6295\u8cc7\u306e\u6025\u6e1b\u901f\uff08Capex Cliff \/ \u6295\u8cc7\u306e\u5d16\uff09<\/h4>\n<p data-path-to-node=\"84\">\u6570\u5e74\u7d4c\u3063\u3066\u3082\u300cChatGPT\u306e\u9ad8\u5ea6\u7248\u300d\u6b62\u307e\u308a\u3067\u3001\u4e00\u822c\u4f01\u696d\u304cAI\u306b\u5bfe\u3057\u3066\u9ad8\u3044\u304a\u91d1\u3092\u6255\u308f\u306a\u304f\u306a\u308a\u3001\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306eCEO\u305f\u3061\u304c\u682a\u4e3b\u304b\u3089\u300c\u3053\u308c\u4ee5\u4e0a\u306e\u7121\u99c4\u306aAI\u6295\u8cc7\u306f\u8a8d\u3081\u306a\u3044\u3002\u81ea\u793e\u682a\u8cb7\u3044\u3084\u914d\u5f53\u306b\u56de\u305b\u300d\u3068\u5f37\u70c8\u306a\u5727\u529b\u3092\u53d7\u3051\u308b\u30b7\u30ca\u30ea\u30aa\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"85\">\n<li>\n<p data-path-to-node=\"85,0,0\"><b data-path-to-node=\"85,0,0\" data-index-in-node=\"0\">\u696d\u7e3e\u3078\u306e\u5f71\u97ff\uff1a<\/b> 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Cliff\uff08\u6295\u8cc7\u306e\u5d16\uff09\u300d\u3068\u547c\u3073\u307e\u3059\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u73fe\u5728\u3001\u58f2\u4e0a\u9ad8\u306e\u5927\u90e8\u5206\u3092\u30c8\u30c3\u30d7\u6570\u793e\u306e\u30e1\u30ac\u30c6\u30c3\u30af\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u9700\u8981\u304c\u6570\u5272\u6e1b\u308b\u3060\u3051\u3067\u696d\u7e3e\u306e\u4f38\u3073\u306f\u30b9\u30c8\u30c3\u30d7\u3057\u3001\u6210\u9577\u920d\u5316\u3092\u5acc\u6c17\u3057\u305f\u682a\u4fa1\u306f\u6570\u30f6\u6708\u306730%\u301c50%\u3068\u3044\u3063\u305f\u51c4\u60e8\u306a\u5927\u8abf\u6574\u3092\u8fce\u3048\u308b\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"86\">4. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u4ed5\u639b\u3051\u308b\u300c3\u3064\u306e\u30ea\u30b9\u30af\u5206\u6563\u7b56\u300d<\/h3>\n<p data-path-to-node=\"87\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u81ea\u8eab\u3082\u3001\u7279\u5b9a\u306e\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u3060\u3051\u306b\u4f9d\u5b58\u3057\u7d9a\u3051\u308b\u3053\u3068\u306e\u5371\u3046\u3055\u3092\u8ab0\u3088\u308a\u3082\u7406\u89e3\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u5f7c\u3089\u306f\u3059\u3067\u306b\u3053\u306eROI\u554f\u984c\u3092\u56de\u907f\u3059\u308b\u305f\u3081\u306e\u300c\u6b21\u306e\u4e00\u624b\u300d\u3092\u731b\u70c8\u306a\u30b9\u30d4\u30fc\u30c9\u3067\u6253\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"88\">\u2460 \u30bd\u30d6\u30ea\u30f3AI\uff08Sovereign AI\uff1a\u56fd\u5bb6\u306b\u3088\u308bAI\u6295\u8cc7\uff09<\/h4>\n<p data-path-to-node=\"89\">\u30a2\u30e1\u30ea\u30ab\u306e\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u304c\u8cb7\u3044\u63a7\u3048\u3092\u8d77\u3053\u3057\u3066\u3082\u5927\u4e08\u592b\u306a\u3088\u3046\u306b\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u4e16\u754c\u5404\u56fd\u306e\u300c\u653f\u5e9c\u300d\u3078\u76f4\u63a5\u30a2\u30d7\u30ed\u30fc\u30c1\u3057\u3066\u3044\u307e\u3059\u3002\u65e5\u672c\u3001\u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2\u3001UAE\u3001\u6b27\u5dde\u5404\u56fd\u306a\u3069\u306e\u653f\u5e9c\u306b\u5bfe\u3057\u3001\u300cAI\u306f\u56fd\u5bb6\u306e\u4e3b\u6a29\u3067\u3042\u308a\u5b89\u5168\u4fdd\u969c\u3002\u4ed6\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u306b\u30c7\u30fc\u30bf\u3092\u63e1\u3089\u308c\u308b\u524d\u306b\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30c1\u30c3\u30d7\u3067\u81ea\u56fd\u5c02\u7528\u306eAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u4f5c\u308b\u3079\u304d\u3060\u300d\u3068\u8aac\u304d\u3001\u56fd\u5bb6\u4e88\u7b97\u30d9\u30fc\u30b9\u306e\u5de8\u5927\u306a\u9700\u8981\u3092\u958b\u62d3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"90\">\u2461 \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5316<\/h4>\n<p data-path-to-node=\"91\">\u4e00\u822c\u306e\u5927\u4f01\u696d\uff08\u91d1\u878d\u3001\u88fd\u85ac\u3001\u88fd\u9020\u306a\u3069\uff09\u304c\u3001\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u30af\u30e9\u30a6\u30c9\u3092\u4ecb\u3055\u305a\u3068\u3082\u3001\u81ea\u793e\u30aa\u30d5\u30a3\u30b9\u3084\u5c02\u7528\u30b5\u30fc\u30d0\u30fc\u3067\u7c21\u5358\u306bAI\u3092\u904b\u7528\u3067\u304d\u308b\u30d1\u30c3\u30b1\u30fc\u30b8\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u300cNVIDIA AI Enterprise\u300d\u3068\u3044\u3046OS\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u5951\u7d04\u3057\u3066\u3082\u3089\u3046\u3053\u3068\u3067\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u58f2\u308a\u5207\u308a\u30e2\u30c7\u30eb\u304b\u3089\u3001\u6bce\u5e74\u5b89\u5b9a\u3057\u3066\u30e9\u30a4\u30bb\u30f3\u30b9\u53ce\u5165\u304c\u5165\u308b\u300c\u30b9\u30c8\u30c3\u30af\u578b\u30d3\u30b8\u30cd\u30b9\u300d\u3078\u306e\u79fb\u884c\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"92\">\u2462 \u7523\u696d\u7528\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\u3078\u306e\u30c1\u30c3\u30d7\u57cb\u3081\u8fbc\u307f<\/h4>\n<p data-path-to-node=\"93\">\u524d\u8ff0\u306e\u901a\u308a\u3001\u5de5\u5834\u3067\u52d5\u304f\u30ed\u30dc\u30c3\u30c8\u3084\u81ea\u52d5\u904b\u8ee2\u8eca\u306a\u3069\u3001\u5b9f\u4e16\u754c\u3067\u52d5\u304f\u3042\u3089\u3086\u308b\u30c7\u30d0\u30a4\u30b9\u306b\u81ea\u793e\u306e\u30c1\u30c3\u30d7\u3092\u3042\u3089\u304b\u3058\u3081\u57cb\u3081\u8fbc\u3080\u3053\u3068\u3067\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u304c\u4e00\u670d\u3057\u305f\u5f8c\u306e\u300c\u7b2c\u4e8c\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u300d\u3092\u7269\u7406\u4e16\u754c\u306b\u69cb\u7bc9\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2 data-path-to-node=\"95\">\u7b2c6\u7ae0\uff1a\u4eca\u5f8c\u306e\u682a\u4fa1\u5c55\u671b\u3068\u6295\u8cc7\u306e\u30ea\u30b9\u30af\u30b7\u30ca\u30ea\u30aa<\/h2>\n<p data-path-to-node=\"96\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u3078\u306e\u6295\u8cc7\u3092\u5177\u4f53\u7684\u306b\u691c\u8a0e\u3059\u308b\u306b\u3042\u305f\u308a\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306e\u682a\u4fa1\u306e\u898b\u901a\u3057\u3068\u3001\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u5fc5\u305a\u982d\u306b\u5165\u308c\u3066\u304a\u304f\u3079\u304d\u30ea\u30b9\u30af\u30b7\u30ca\u30ea\u30aa\u3092\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"97\">1. \u77ed\u671f\u30fb\u4e2d\u9577\u671f\u306e\u682a\u4fa1\u898b\u901a\u3057<\/h3>\n<ul data-path-to-node=\"98\">\n<li>\n<p data-path-to-node=\"98,0,0\"><b data-path-to-node=\"98,0,0\" data-index-in-node=\"0\">\u77ed\u671f\u7684\u5c55\u671b\uff081\u301c2\u5e74\uff09\uff1a<\/b> 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AI\u306eROI\u554f\u984c\u306e\u6c7a\u7740\u3084\u3001\u7af6\u5408\uff08AMD\u3084\u30e1\u30ac\u30c6\u30c3\u30af\u5185\u88fd\u30c1\u30c3\u30d7\uff09\u306e\u30ad\u30e3\u30c3\u30c1\u30a2\u30c3\u30d7\u306e\u5ea6\u5408\u3044\u306b\u3088\u3063\u3066\u3001\u682a\u4fa1\u306e\u8a55\u4fa1\u500d\u7387\uff08PER\u306a\u3069\uff09\u304c\u9069\u6b63\u5316\u3055\u308c\u308b\u6642\u671f\u304c\u6765\u307e\u3059\u3002\u5358\u306a\u308b\u534a\u5c0e\u4f53\u30cf\u30fc\u30c9\u30e1\u30fc\u30ab\u30fc\u3068\u3057\u3066\u898b\u3089\u308c\u308c\u3070\u682a\u4fa1\u306f\u4e71\u9ad8\u4e0b\u3057\u307e\u3059\u304c\u3001AI\u306e\u5171\u901a\u30a4\u30f3\u30d5\u30e9\uff08OS\uff09\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u56fa\u3081\u3066\u3044\u308c\u3070\u3001\u6642\u4fa1\u7dcf\u984d\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u5ea7\u3092\u7dad\u6301\u30fb\u62e1\u5927\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"99\">2. 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data-path-to-node=\"100,3,0\"><b data-path-to-node=\"100,3,0\" data-index-in-node=\"0\">\u9ad8\u3059\u304e\u308b\u5e02\u5834\u306e\u671f\u5f85\u5024\u3068\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff1a<\/b><\/p>\n<p data-path-to-node=\"100,3,0\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u682a\u4fa1\u306f\u3001\u300c\u5c06\u6765\u3082\u5b8c\u74a7\u306a\u8d85\u9ad8\u6210\u9577\u3092\u30df\u30b9\u306a\u304f\u7d9a\u3051\u308b\u3053\u3068\u300d\u3092\u524d\u63d0\u3068\u3057\u305f\u30d7\u30ec\u30df\u30a2\u30e0\u306a\u4fa1\u683c\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09\u304c\u3064\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u6c7a\u7b97\u306e\u6570\u5b57\u304c\u5c11\u3057\u3067\u3082\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u6700\u9ad8\u4e88\u6e2c\u306b\u5c4a\u304b\u306a\u304b\u3063\u305f\u308a\u3001\u5c06\u6765\u306e\u898b\u901a\u3057\uff08\u30ac\u30a4\u30c0\u30f3\u30b9\uff09\u304c\u307b\u3093\u306e\u308f\u305a\u304b\u3067\u3082\u4fdd\u5b88\u7684\u3060\u3063\u305f\u308a\u3057\u305f\u3060\u3051\u3067\u3001\u682a\u4fa1\u304c\u6570\u65e5\u306710%\u301c20%\u5439\u304d\u98db\u3076\u3088\u3046\u306a\u6fc0\u3057\u3044\u4fa1\u683c\u5909\u52d5\uff08\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff09\u3092\u65e5\u5e38\u7684\u306b\u6301\u3064\u9298\u67c4\u3067\u3042\u308b\u3053\u3068\u3092\u899a\u609f\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ol>\n<h2 data-path-to-node=\"102\">\u7b2c7\u7ae0\uff1a\u6295\u8cc7\u306b\u304a\u3051\u308b\u300c\u77e5\u8b58\u306e\u91cd\u8981\u6027\u300d\u3068\u30de\u30a4\u30f3\u30c9\u30bb\u30c3\u30c8<\/h2>\n<p data-path-to-node=\"103\">\u6295\u8cc7\u306e\u4e16\u754c\u3001\u7279\u306b\u30cf\u30a4\u30c6\u30af\u682a\u3084\u534a\u5c0e\u4f53\u3068\u3044\u3063\u305f\u6700\u5148\u7aef\u30bb\u30af\u30bf\u30fc\u306b\u304a\u3044\u3066\u306f\u3001<b data-path-to-node=\"103\" data-index-in-node=\"34\">\u300c\u6b63\u3057\u3044\u77e5\u8b58\u3092\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u300d\u81ea\u4f53\u304c\u6700\u5927\u306e\u9632\u5fa1\u3067\u3042\u308a\u3001\u6700\u5927\u306e\u5229\u76ca\u306e\u6e90\u6cc9<\/b>\u306b\u306a\u308a\u307e\u3059\u3002\u77e5\u8b58\u304c\u306a\u3044\u307e\u307e\u6295\u8cc7\u3092\u3059\u308b\u3053\u3068\u304c\u306a\u305c\u5371\u967a\u306a\u306e\u304b\u3001\u305d\u3057\u3066\u3069\u306e\u3088\u3046\u306a\u30de\u30a4\u30f3\u30c9\u30bb\u30c3\u30c8\u3092\u6301\u3064\u3079\u304d\u304b\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"104\">1. \u300c\u611f\u60c5\u306e\u30b8\u30a7\u30c3\u30c8\u30b3\u30fc\u30b9\u30bf\u30fc\u300d\u306b\u632f\u308a\u843d\u3068\u3055\u308c\u306a\u3044\u305f\u3081\u306b<\/h3>\n<p data-path-to-node=\"105\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u3088\u3046\u306a\u6025\u6210\u9577\u9298\u67c4\u306f\u3001\u682a\u4fa1\u304c\u4e0a\u304c\u308b\u3068\u304d\u306f\u9023\u65e5\u306e\u3088\u3046\u306b\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3057\u307e\u3059\u304c\u3001\u8abf\u6574\u5c40\u9762\u306b\u5165\u308b\u3068\u9a5a\u304f\u307b\u3069\u51b7\u9177\u306b\u6025\u843d\u3057\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"106\">\n<li>\n<p data-path-to-node=\"106,0,0\"><b data-path-to-node=\"106,0,0\" data-index-in-node=\"0\">\u77e5\u8b58\u304c\u306a\u3044\u6295\u8cc7\u5bb6\uff1a<\/b> 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data-path-to-node=\"109\">\u672c\u5f53\u306b\u8ffd\u3046\u3079\u304d\u300c\u30b7\u30b0\u30ca\u30eb\uff08\u672c\u8cea\u7684\u306a\u5909\u5316\uff09\u300d\u306f\u3001\u4ee5\u4e0b\u306e3\u3064\u3060\u3051\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"110\">\n<li>\n<p data-path-to-node=\"110,0,0\"><b data-path-to-node=\"110,0,0\" data-index-in-node=\"0\">\u56db\u534a\u671f\u6c7a\u7b97\u306e\u300c\u30ac\u30a4\u30c0\u30f3\u30b9\uff08\u6b21\u671f\u898b\u901a\u3057\uff09\u300d<\/b>\uff1a\u4f1a\u793e\u81ea\u8eab\u304c\u4eca\u5f8c\u306e\u9700\u8981\u3092\u3069\u3046\u4e88\u6e2c\u3057\u3066\u3044\u308b\u304b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"110,1,0\"><b data-path-to-node=\"110,1,0\" data-index-in-node=\"0\">TSMC\u306e\u751f\u7523\u80fd\u529b\uff08\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\uff09\u306e\u52d5\u5411<\/b>\uff1a\u88fd\u54c1\u3092\u4f5c\u308c\u308b\u74b0\u5883\u306b\u3042\u308b\u304b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"110,2,0\"><b data-path-to-node=\"110,2,0\" data-index-in-node=\"0\">\u4e3b\u8981\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u6c7a\u7b97\u306b\u304a\u3051\u308b\u300c\u8cc7\u672c\u652f\u51fa\uff08Capex\uff09\u306e\u5897\u6e1b\u300d<\/b>\uff1a\u6700\u5927\u306e\u9867\u5ba2\u304c\u304a\u91d1\u3092\u4f7f\u3044\u7d9a\u3051\u308b\u610f\u601d\u304c\u3042\u308b\u304b\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"111\">\u3053\u308c\u3089\u306e\u672c\u8cea\u7684\u306a\u6570\u5b57\u3092\u81ea\u5206\u3067\u30c1\u30a7\u30c3\u30af\u3067\u304d\u308b\u77e5\u8b58\u304c\u3042\u308c\u3070\u3001\u4e16\u9593\u306e\u6839\u62e0\u306e\u306a\u3044\u697d\u89b3\u8ad6\u3084\u60b2\u89b3\u8ad6\u306b\u632f\u308a\u56de\u3055\u308c\u308b\u3053\u3068\u306f\u306a\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n<h2 data-path-to-node=\"113\">\u7b2c8\u7ae0\uff1a\u7d50\u8ad6\uff1a\u3042\u306a\u305f\u306f\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u3092\u300c\u8cb7\u3046\u3079\u304d\u304b\uff1f\u300d<\/h2>\n<p data-path-to-node=\"114\">\u3053\u3053\u307e\u3067\u306e\u3059\u3079\u3066\u306e\u4f53\u7cfb\u7684\u306a\u5206\u6790\u3092\u8e0f\u307e\u3048\u3001\u6700\u7d42\u7684\u306a\u7d50\u8ad6\u3068\u3057\u3066\u3001\u3042\u306a\u305f\u304c\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u3092\u300c\u8cb7\u3046\u3079\u304d\u304b\u3001\u898b\u9001\u308b\u3079\u304d\u304b\u300d\u306e\u5224\u65ad\u57fa\u6e96\u3068\u3001\u5177\u4f53\u7684\u306a\u6295\u8cc7\u30a2\u30af\u30b7\u30e7\u30f3\u30d7\u30e9\u30f3\u3092\u63d0\u793a\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"115\">1. \u7a76\u6975\u306e\u7d50\u8ad6<\/h3>\n<p data-path-to-node=\"116\"><b data-path-to-node=\"116\" data-index-in-node=\"0\">\u300c\u4eca\u5f8c5\u301c10\u5e74\u5358\u4f4d\u3067\u300eAI\u9769\u547d\u300f\u304c\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u3084\u30b9\u30de\u30fc\u30c8\u30d5\u30a9\u30f3\u4ee5\u4e0a\u306b\u4e16\u754c\u3092\u6fc0\u5909\u3055\u305b\u308b\u3068\u4fe1\u3058\u308b\u306a\u3089\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\uff08\u81ea\u5206\u306e\u8cc7\u7523\u69cb\u6210\uff09\u306e\u4e2d\u6838\u3068\u3057\u3066\u4eca\u304b\u3089\u3067\u3082\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u3092\u7d44\u307f\u5165\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3002\u305f\u3060\u3057\u3001\u300e\u4e00\u62ec\u3067\u306e\u5168\u529b\u8cb7\u3044\u300f\u306f\u7d76\u5bfe\u306b\u907f\u3051\u3001\u30ea\u30b9\u30af\u3092\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3057\u305f\u624b\u6cd5\u3092\u3068\u308b\u3079\u3057\u300d<\/b><\/p>\n<p data-path-to-node=\"117\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3068\u3044\u3046\u4f01\u696d\u306e\u7af6\u4e89\u512a\u4f4d\u6027\u3001\u53ce\u76ca\u6027\u3001\u305d\u3057\u3066\u5c06\u6765\u306e\u6210\u9577\u30b7\u30ca\u30ea\u30aa\u306f\u6587\u53e5\u306e\u3064\u3051\u3088\u3046\u304c\u3042\u308a\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u682a\u4fa1\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u304c\u975e\u5e38\u306b\u9ad8\u3044\u305f\u3081\u3001\u6295\u8cc7\u306e\u300c\u3084\u308a\u65b9\u300d\u3092\u9593\u9055\u3048\u308b\u3068\u5927\u602a\u6211\u3092\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"118\">2. \u521d\u5fc3\u8005\u304c\u5b9f\u8df5\u3059\u3079\u304d\u300c3\u3064\u306e\u6295\u8cc7\u9244\u5247\u300d<\/h3>\n<h4 data-path-to-node=\"119\">\u9244\u5247\u2460\uff1a\u6642\u9593\u5206\u6563\uff08\u30c9\u30eb\u30fb\u30b3\u30b9\u30c8\u5e73\u5747\u6cd5\uff09\u3092\u5fb9\u5e95\u3059\u308b<\/h4>\n<p 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