{"id":32263,"date":"2026-10-09T09:43:41","date_gmt":"2026-10-09T00:43:41","guid":{"rendered":"https:\/\/official.gfs.tokyo\/blog\/?p=32263"},"modified":"2026-10-09T09:43:41","modified_gmt":"2026-10-09T00:43:41","slug":"ue-what-is-a-hyperscaler","status":"publish","type":"post","link":"https:\/\/official.gfs.tokyo\/blog\/ue-what-is-a-hyperscaler","title":{"rendered":"\u3010\u521d\u5fc3\u8005\u5411\u3051\u3011\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3063\u3066\u4f55\uff1fAI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3068\u91d1\u5229\u304c\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u5fb9\u5e95\u89e3\u8aac"},"content":{"rendered":"<h2 data-path-to-node=\"0\">\u3010\u521d\u5fc3\u8005\u5411\u3051\u3011\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3063\u3066\u4f55\uff1fAI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3068\u91d1\u5229\u304c\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u5fb9\u5e95\u89e3\u8aac<\/h2>\n<p 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style=\"text-align: left;\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa.jpg\" alt=\"\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\" width=\"110\" height=\"110\" class=\"wp-image-2102 alignnone\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa.jpg 700w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-300x300.jpg 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-150x150.jpg 150w\" sizes=\"(max-width: 110px) 100vw, 110px\" \/>\u3000<strong>\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\u3000<\/strong><br \/>\n<span style=\"font-size: 10pt;\"><a href=\"https:\/\/official.gfs.tokyo\/\">GFS<\/a>\u6821\u9577\u3002CFP\u00ae\u30021\u7d1a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u6280\u80fd\u58eb(\u8cc7\u7523\u8a2d\u8a08\u63d0\u6848\u696d\u52d9)\u3002<a 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=\"6\">1. \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u6982\u8981\u3068AI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3067\u306e\u7acb\u3061\u4f4d\u7f6e<\/h2>\n<h3 data-path-to-node=\"7\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08Hyperscaler\uff09\u306e\u5b9a\u7fa9\u3068\u7279\u5fb4<\/h3>\n<p data-path-to-node=\"8\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u306f\u3001\u76f4\u8a33\u3059\u308b\u3068\u300c\u8d85\u5927\u898f\u6a21\u306b\u62e1\u5f35\u53ef\u80fd\u306a\u4e8b\u696d\u8005\u300d\u3092\u610f\u5473\u3057\u307e\u3059\u3002IT\u30a4\u30f3\u30d5\u30e9\u3084\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u6587\u8108\u306b\u304a\u3044\u3066\u306f\u3001\u300c\u4e16\u754c\u898f\u6a21\u3067\u8d85\u5de8\u5927\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7fa4\u3084\u8a08\u7b97\u30a4\u30f3\u30d5\u30e9\u3092\u81ea\u793e\u3067\u69cb\u7bc9\u30fb\u904b\u7528\u3057\u3001\u5727\u5012\u7684\u306a\u30af\u30e9\u30a6\u30c9\u8cc7\u6e90\u3084\u30a4\u30f3\u30d5\u30e9\u57fa\u76e4\u3092\u63d0\u4f9b\u3059\u308b\u8d85\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u300d\u3092\u6307\u3057\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"9\">\u5358\u306b\u30b5\u30fc\u30d0\u30fc\u3092\u6240\u6709\u3057\u3066\u3044\u308b\u4f01\u696d\u3068\u7570\u306a\u308a\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u547c\u3070\u308c\u308b\u4f01\u696d\u306b\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u5727\u5012\u7684\u306a\u7279\u5fb4\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"10\">\n<li>\n<p data-path-to-node=\"10,0,0\"><b data-path-to-node=\"10,0,0\" data-index-in-node=\"0\">\u7121\u5236\u9650\u306b\u8fd1\u3044\u62e1\u5f35\u6027\uff08\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\uff09\uff1a<\/b> \u9867\u5ba2\u4f01\u696d\u304c\u9700\u8981\u3092\u6025\u5897\u3055\u305b\u3066\u3082\u3001\u5373\u5ea7\u306b\u30b5\u30fc\u30d0\u30fc\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u3001AI\u8a08\u7b97\u30ea\u30bd\u30fc\u30b9\u3092\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u62e1\u5f35\u3057\u3066\u63d0\u4f9b\u3067\u304d\u308b\u80fd\u529b\u3092\u6301\u3061\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"10,1,0\"><b data-path-to-node=\"10,1,0\" data-index-in-node=\"0\">\u5de8\u984d\u306e\u8cc7\u672c\u529b\uff08\u9ad8\u3044\u53c2\u5165\u969c\u58c1\uff09\uff1a<\/b> \u4e16\u754c\u4e2d\u306b\u6700\u65b0\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u5efa\u8a2d\u3057\u3001\u6570\u5341\u4e07\u53f0\u5358\u4f4d\u306e\u9ad8\u6027\u80fdAI\u534a\u5c0e\u4f53\uff08GPU\u7b49\uff09\u3084\u9ad8\u901f\u901a\u4fe1\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3001\u5927\u898f\u6a21\u306a\u96fb\u529b\u30fb\u6c34\u51b7\u30b7\u30b9\u30c6\u30e0\u3092\u8abf\u9054\u30fb\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u5e74\u9593\u6570\u5146\u5186\u301c\u5341\u6570\u5146\u5186\u898f\u6a21\u306e\u8cc7\u91d1\u529b\u304c\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u65b0\u898f\u53c2\u5165\u306f\u6975\u3081\u3066\u56f0\u96e3\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"11\">\u4ee3\u8868\u7684\u306a\u4e3b\u89814\u793e\uff08\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\uff09<\/h3>\n<p data-path-to-node=\"12\">AI\u95a2\u9023\u682a\u3084IT\u30a4\u30f3\u30d5\u30e9\u306e\u6587\u8108\u3067\u300c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u300d\u3068\u547c\u3076\u5834\u5408\u3001\u4e3b\u306b\u4ee5\u4e0b\u306e\u30b0\u30ed\u30fc\u30d0\u30eb4\u5927\u4f01\u696d\uff08\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\uff09\u3092\u6307\u3057\u307e\u3059\u3002<\/p>\n<ol start=\"1\" data-path-to-node=\"13\">\n<li>\n<p data-path-to-node=\"13,0,0\"><b data-path-to-node=\"13,0,0\" data-index-in-node=\"0\">Amazon\uff08AWS\uff1aAmazon Web Services\uff09<\/b><\/p>\n<ul data-path-to-node=\"13,0,1\">\n<li>\n<p data-path-to-node=\"13,0,1,0,0\"><b data-path-to-node=\"13,0,1,0,0\" data-index-in-node=\"0\">\u696d\u754c\u30b7\u30a7\u30a2\uff1a<\/b> \u30b0\u30ed\u30fc\u30d0\u30eb\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u5e02\u5834\u3067\u9577\u5e74\u9996\u4f4d\u3092\u7dad\u6301\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"13,0,1,1,0\"><b data-path-to-node=\"13,0,1,1,0\" data-index-in-node=\"0\">\u5f37\u307f\uff1a<\/b> \u81ea\u793e\u306e\u96fb\u5b50\u5546\u53d6\u5f15\uff08EC\uff09\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u652f\u3048\u308b\u8d85\u5de8\u5927\u30a4\u30f3\u30d5\u30e9\u304b\u3089\u767a\u5c55\u3002\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u304b\u3089\u5927\u4f01\u696d\u3001\u653f\u5e9c\u6a5f\u95a2\u307e\u3067\u5e45\u5e83\u3044\u9867\u5ba2\u57fa\u76e4\u3092\u6301\u3061\u3001\u9ad8\u3044\u5229\u76ca\u7387\u3067\u30b0\u30eb\u30fc\u30d7\u5168\u4f53\u306e\u53ce\u76ca\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"13,1,0\"><b data-path-to-node=\"13,1,0\" data-index-in-node=\"0\">Microsoft\uff08Microsoft Azure\uff09<\/b><\/p>\n<ul data-path-to-node=\"13,1,1\">\n<li>\n<p data-path-to-node=\"13,1,1,0,0\"><b data-path-to-node=\"13,1,1,0,0\" data-index-in-node=\"0\">\u696d\u754c\u30b7\u30a7\u30a2\uff1a<\/b> \u4e16\u754c\u7b2c2\u4f4d\u3002\u8fd1\u5e74\u6700\u3082\u6025\u901f\u306b\u8ffd\u6483\u30fb\u6210\u9577\u3057\u3066\u3044\u308b\u30af\u30e9\u30a6\u30c9\u57fa\u76e4\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"13,1,1,1,0\"><b data-path-to-node=\"13,1,1,1,0\" data-index-in-node=\"0\">\u5f37\u307f\uff1a<\/b> \u751f\u6210AI\u30d6\u30fc\u30e0\u306e\u706b\u4ed8\u3051\u5f79\u3067\u3042\u308bOpenAI\u3078\u306e\u5de8\u984d\u6295\u8cc7\u3068\u5f37\u529b\u306a\u30a2\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u69cb\u7bc9\u3002\u300cMicrosoft 365\u300d\u306a\u3069\u306e\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5411\u3051\u88fd\u54c1\u3068\u9023\u643a\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u6cd5\u4eba\u5e02\u5834\u3067\u7d76\u5927\u306a\u5f37\u307f\u3092\u767a\u63ee\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"13,2,0\"><b data-path-to-node=\"13,2,0\" data-index-in-node=\"0\">Alphabet \/ Google\uff08Google Cloud\uff09<\/b><\/p>\n<ul data-path-to-node=\"13,2,1\">\n<li>\n<p data-path-to-node=\"13,2,1,0,0\"><b data-path-to-node=\"13,2,1,0,0\" data-index-in-node=\"0\">\u696d\u754c\u30b7\u30a7\u30a2\uff1a<\/b> \u4e16\u754c\u7b2c3\u4f4d\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"13,2,1,1,0\"><b data-path-to-node=\"13,2,1,1,0\" data-index-in-node=\"0\">\u5f37\u307f\uff1a<\/b> \u81ea\u793e\u306e\u691c\u7d22\u30a8\u30f3\u30b8\u30f3\u3084YouTube\u3001Android\u3092\u652f\u3048\u308b\u8d85\u5de8\u5927\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u57fa\u76e4\u3092\u4fdd\u6709\u3002\u65e9\u304f\u304b\u3089\u72ec\u81ea\u306eAI\u5c02\u7528\u30d7\u30ed\u30bb\u30c3\u30b5\u300cTPU\uff08Tensor Processing Unit\uff09\u300d\u3092\u5185\u88fd\u5316\u3057\u3066\u304a\u308a\u3001\u751f\u6210AI\u30e2\u30c7\u30eb\u300cGemini\u300d\u306e\u958b\u767a\u30fb\u904b\u7528\u3068\u4f75\u305b\u3066\u72ec\u81ea\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u5c55\u958b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"13,3,0\"><b data-path-to-node=\"13,3,0\" data-index-in-node=\"0\">Meta\uff08\u65e7Facebook\uff09<\/b><\/p>\n<ul data-path-to-node=\"13,3,1\">\n<li>\n<p data-path-to-node=\"13,3,1,0,0\"><b data-path-to-node=\"13,3,1,0,0\" data-index-in-node=\"0\">\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u306e\u7279\u5fb4\uff1a<\/b> \u4ed6\u793e\u306b\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u8cb8\u3057\u51fa\u3059\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u81ea\u793e\u30a4\u30f3\u30d5\u30e9\u306e\u898f\u6a21\u304c\u5de8\u5927\u3067\u3042\u308b\u305f\u3081\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u5206\u985e\u3055\u308c\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"13,3,1,1,0\"><b data-path-to-node=\"13,3,1,1,0\" data-index-in-node=\"0\">\u5f37\u307f\uff1a<\/b> Instagram\u3084Facebook\u3001WhatsApp\u306a\u3069\u306e\u81a8\u5927\u306a\u30e6\u30fc\u30b6\u30fc\u30c7\u30fc\u30bf\u3092\u51e6\u7406\u3059\u308b\u305f\u3081\u306e\u81ea\u793e\u7528\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u69cb\u7bc9\u3002\u3055\u3089\u306b\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u306e\u8d85\u5927\u578b\u8a00\u8a9e\u30e2\u30c7\u30eb\u300cLlama\u300d\u30b7\u30ea\u30fc\u30ba\u306e\u7814\u7a76\u958b\u767a\u3068\u5b66\u7fd2\u306e\u305f\u3081\u3001\u4e16\u754c\u6700\u5927\u7d1a\u306eAI\u30af\u30e9\u30b9\u30bf\u30fc\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h3 data-path-to-node=\"15\">AI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306b\u304a\u3051\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u4f4d\u7f6e\u4ed8\u3051<\/h3>\n<p data-path-to-node=\"16\">\u751f\u6210AI\uff08\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff1aLLM\uff09\u306e\u958b\u767a\u3084\u904b\u7528\u306b\u306f\u3001\u5f93\u6765\u306eWeb\u30b5\u30fc\u30d3\u30b9\u3068\u306f\u6bd4\u8f03\u306b\u306a\u3089\u306a\u3044\u307b\u3069\u306e\u83ab\u5927\u306a\u8a08\u7b97\u80fd\u529b\u3068\u96fb\u529b\u3001\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u304c\u5fc5\u8981\u3067\u3059\u3002\u3053\u306e\u81a8\u5927\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\uff08\u9023\u9396\u69cb\u9020\uff09\u306b\u304a\u3044\u3066\u3001<strong>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306f\u300c\u6700\u5927\u306e\u8cb7\u3044\u624b\uff08\u8cc7\u91d1\u4f9b\u7d66\u6e90\uff09\u300d\u517c\u300c\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u63d0\u4f9b\u8005\u300d\u3068\u3057\u3066\u4e2d\u5fc3\u7684\u306a\u30cf\u30d6\u306e\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-857 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c3974374368=\"\" class=\"code-block ng-tns-c3974374368-857 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:W1sicl8zMGNjYzNiNzdiY2VlYzM0IiwiY181YTBhNmJiODQ3MjI5ZGJkIixudWxsLCJyY182NTgxNWFlZWY3YjU1MWZlIixudWxsLG51bGwsImphIixudWxsLDEsbnVsbCxudWxsLDEsMF1d\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"formatted-code-block-internal-container ng-tns-c3974374368-857\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"animated-opacity ng-tns-c3974374368-857\">\n<pre _ngcontent-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-857\"><span style=\"font-size: 14pt;\"><code _ngcontent-ng-c3974374368=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3974374368-857 no-decoration-radius\">\u3010\u4e0a\u6d41\uff1a\u534a\u5c0e\u4f53\u30fbIP\u3011\r\n  NVIDIA \/ Broadcom \/ AMD \u306a\u3069\r\n    \u2502 (AI\u7528GPU\u30fb\u30ab\u30b9\u30bf\u30e0AI\u30c1\u30c3\u30d7\u306e\u4f9b\u7d66)\r\n    \u25bc\r\n\u3010\u6838\u5fc3\uff1a\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3011\r\n  Amazon \/ Microsoft \/ Alphabet \/ Meta\r\n    \u2502 (\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u8a2d\u7f6e\u30fb\u5de8\u984d\u306e\u8a2d\u5099\u6295\u8cc7: CAPEX)\r\n    \u251c\u2500\u2500\u2500&gt; \u3010\u30a4\u30f3\u30d5\u30e9\u30fb\u5468\u8fba\u6a5f\u5668\u3078\u8cc7\u91d1\u6d41\u51fa\u3011\r\n    \u2502        \u30b5\u30fc\u30d0\u30fc\u88fd\u9020\uff1aSuper Micro Computer\r\n    \u2502        \u30cd\u30c3\u30c8\u30ef\u30fc\u30af\uff1aArista Networks\r\n    \u2502        \u96fb\u6e90\u30fb\u6c34\u51b7\u8a2d\u5099\uff1aVertiv \/ \u96fb\u529b\u4f1a\u793e\u7b49\r\n    \u2502\r\n    \u25bc (AI\u30b5\u30fc\u30d3\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\u306e\u63d0\u4f9b)\r\n\u3010\u4e0b\u6d41\uff1a\u4e00\u822c\u4f01\u696d\u30fb\u6d88\u8cbb\u8005\u3011\r\n  \u751f\u6210AI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30af\u30e9\u30a6\u30c9AI\u30b5\u30fc\u30d3\u30b9\u3092\u5229\u7528\r\n<\/code><\/span><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<ul data-path-to-node=\"18\">\n<li>\n<p data-path-to-node=\"18,0,0\"><b data-path-to-node=\"18,0,0\" data-index-in-node=\"0\">\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306b\u3068\u3063\u3066\u306e\u300c\u8d85\u5de8\u5927\u9867\u5ba2\u300d<\/b><\/p>\n<p data-path-to-node=\"18,0,0\">NVIDIA\u3084Broadcom\u3001AMD\u306a\u3069\u304c\u958b\u767a\u3059\u308b\u6700\u5148\u7aefAI\u7528\u534a\u5c0e\u4f53\u3092\u30011\u793e\u3042\u305f\u308a\u6570\u4e07\u679a\u301c\u6570\u5341\u4e07\u679a\u5358\u4f4d\u3067\u7206\u8cb7\u3044\uff08\u8a2d\u5099\u6295\u8cc7\uff09\u3057\u3066\u3044\u308b\u306e\u304c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3067\u3059\u3002\u534a\u5c0e\u4f53\u9298\u67c4\u306e\u696d\u7e3e\u3084\u898b\u901a\u3057\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u300c\u3069\u308c\u3060\u3051\u767a\u6ce8\u3059\u308b\u304b\u300d\u306b\u5927\u304d\u304f\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"18,1,0\"><b data-path-to-node=\"18,1,0\" data-index-in-node=\"0\">\u5468\u8fba\u30a4\u30f3\u30d5\u30e9\u7523\u696d\u306e\u6ce2\u53ca\u52b9\u679c<\/b><\/p>\n<p data-path-to-node=\"18,1,0\">AI\u7528\u30b5\u30fc\u30d0\u30fc\u306f\u9ad8\u5bc6\u5ea6\u3067\u767a\u71b1\u91cf\u304c\u51c4\u307e\u3058\u3044\u305f\u3081\u3001\u5f93\u6765\u306e\u7a7a\u51b7\u30d5\u30a1\u30f3\u3067\u306f\u51b7\u3084\u3057\u304d\u308c\u307e\u305b\u3093\u3002\u305d\u306e\u305f\u3081\u3001\u6700\u65b0\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u306f\u6c34\u51b7\uff08\u6db2\u51b7\uff09\u30b7\u30b9\u30c6\u30e0\u3084\u3001\u8d85\u9ad8\u901f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\uff08Arista Networks\u306a\u3069\uff09\u3001\u305d\u3057\u3066\u83ab\u5927\u306a\u96fb\u529b\u3092\u4f9b\u7d66\u3059\u308b\u96fb\u529b\u30a4\u30f3\u30d5\u30e9\uff08\u96fb\u529b\u4f1a\u793e\u3084\u518d\u30a8\u30cd\u30fb\u539f\u5b50\u529b\u4e8b\u696d\u8005\uff09\u304c\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u6295\u8cc7\u3092\u5897\u3084\u3059\u3068\u3001\u3053\u308c\u3089\u5468\u8fba\u9298\u67c4\u5168\u822c\u306b\u83ab\u5927\u306a\u9700\u8981\u304c\u6ce2\u53ca\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\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?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\"><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=\"20\">2. \u4e3b\u89814\u793e\u306e\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\u6700\u65b0\u52d5\u5411<\/h2>\n<p data-path-to-node=\"21\">\u682a\u5f0f\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u5404\u793e\u306eCAPEX\uff08Capital Expenditures\uff1a\u8a2d\u5099\u6295\u8cc7\u984d\uff09\u306f\u3001AI\u5e02\u5834\u5168\u4f53\u306e\u9700\u8981\u306e\u5f37\u3055\u3068\u6301\u7d9a\u6027\u3092\u6e2c\u308b\u300c\u6700\u91cd\u8981\u30d0\u30ed\u30e1\u30fc\u30bf\u30fc\u300d\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"22\">\u4e3b\u89814\u793e\u306e\u52d5\u5411\u6bd4\u8f03<\/h3>\n<table data-path-to-node=\"23\">\n<thead>\n<tr>\n<td><strong>\u4f01\u696d\u540d\uff08\u30d6\u30e9\u30f3\u30c9\uff09<\/strong><\/td>\n<td><strong>\u5e74\u9593CAPEX\u306e\u898b\u901a\u3057\u30fb\u898f\u6a21\u611f<\/strong><\/td>\n<td><strong>\u4e3b\u306a\u6295\u8cc7\u5bfe\u8c61\u3068\u6226\u7565\u306e\u7126\u70b9<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\n<p data-path-to-node=\"23,1,0,0\"><b data-path-to-node=\"23,1,0,0\" data-index-in-node=\"0\">Amazon<\/b><\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"23,1,0,2\">(AWS)<\/p>\n<\/td>\n<td>\n<p data-path-to-node=\"23,1,1,0\"><b data-path-to-node=\"23,1,1,0\" data-index-in-node=\"0\">\u696d\u754c\u6700\u5927\u898f\u6a21\uff08\u7d042,000\u5104\u301c2,200\u5104\u30c9\u30eb\u898f\u6a21\uff09<\/b><\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"23,1,1,2\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u4e2d\u3067\u6700\u3082\u7a4d\u6975\u7684\u306a\u4e88\u7b97\u3092\u914d\u5206\u3002<\/p>\n<\/td>\n<td><span data-path-to-node=\"23,1,2,0\">AWS\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u4e16\u754c\u7684\u62e1\u5f35\u3001\u81ea\u793e\u958b\u767aAI\u30c1\u30c3\u30d7\u300cTrainium\u300d\u306e\u5c55\u958b\u3001\u30af\u30e9\u30a6\u30c9\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u74b0\u5883\u306e\u5f37\u5316\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td>\n<p data-path-to-node=\"23,2,0,0\"><b data-path-to-node=\"23,2,0,0\" data-index-in-node=\"0\">Alphabet<\/b><\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"23,2,0,2\">(Google Cloud)<\/p>\n<\/td>\n<td>\n<p data-path-to-node=\"23,2,1,0\"><b data-path-to-node=\"23,2,1,0\" data-index-in-node=\"0\">\u5f37\u6c17\u306a\u4e0a\u65b9\u4fee\u6b63\uff08\u7d041,950\u5104\u301c2,050\u5104\u30c9\u30eb\u898f\u6a21\uff09<\/b><\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"23,2,1,2\">\u6c7a\u7b97\u3054\u3068\u306bAI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306e\u5f37\u3055\u3092\u80cc\u666f\u306b\u6295\u8cc7\u8a08\u753b\u3092\u5f15\u304d\u4e0a\u3052\u3002<\/p>\n<\/td>\n<td><span data-path-to-node=\"23,2,2,0\">\u6295\u8cc7\u306e\u7d0460%\u3092\u30b5\u30fc\u30d0\u30fc\u6a5f\u5668\uff08GPU\uff0b\u81ea\u793eTPU\uff09\u306b\u3001\u7d0440%\u3092\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3084\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u914d\u5206\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td>\n<p data-path-to-node=\"23,3,0,0\"><b data-path-to-node=\"23,3,0,0\" data-index-in-node=\"0\">Microsoft<\/b><\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"23,3,0,2\">(Azure)<\/p>\n<\/td>\n<td>\n<p data-path-to-node=\"23,3,1,0\"><b data-path-to-node=\"23,3,1,0\" data-index-in-node=\"0\">\u9ad8\u6c34\u6e96\u3092\u7dad\u6301\u30fb\u62e1\u5927\uff08\u7d041,750\u5104\u301c1,900\u5104\u30c9\u30eb\u898f\u6a21\uff09<\/b><\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"23,3,1,2\">\u30af\u30e9\u30a6\u30c9\u57fa\u76e4\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u4e16\u754c\u898f\u6a21\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u5897\u8a2d\u3002<\/p>\n<\/td>\n<td><span data-path-to-node=\"23,3,2,0\">OpenAI\u9023\u643a\u306e\u5f37\u5316\u3002\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u88fdGPU\u306e\u78ba\u4fdd\u3068\u81ea\u793eAI\u30d7\u30ed\u30bb\u30c3\u30b5\u5c0e\u5165\u306e\u4e26\u884c\u63a8\u9032\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"23,4,0,0\"><b data-path-to-node=\"23,4,0,0\" data-index-in-node=\"0\">Meta<\/b><\/span><\/td>\n<td>\n<p data-path-to-node=\"23,4,1,0\"><b data-path-to-node=\"23,4,1,0\" data-index-in-node=\"0\">\u81ea\u793eAI\u30fbLLM\u306b\u7d5e\u3063\u305f\u96c6\u4e2d\u6295\u8cc7\uff08\u7d041,300\u5104\u301c1,450\u5104\u30c9\u30eb\u898f\u6a21\uff09<\/b><\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"23,4,1,2\">\u6295\u8cc7\u4e88\u5b9a\u984d\u306e\u4e0b\u9650\u3092\u5f15\u304d\u4e0a\u3052\u3001AI\u30a4\u30f3\u30d5\u30e9\u78ba\u4fdd\u306e\u59ff\u52e2\u3092\u9bae\u660e\u5316\u3002<\/p>\n<\/td>\n<td><span data-path-to-node=\"23,4,2,0\">\u81ea\u793eSNS\u306e\u5e83\u544a\u30fb\u63a8\u85a6\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u306e\u7cbe\u5ea6\u5411\u4e0a\u3001\u30aa\u30fc\u30d7\u30f3\u30e2\u30c7\u30eb\u300cLlama\u300d\u5b66\u7fd2\u7528\u306e\u5de8\u5927\u30af\u30e9\u30b9\u30bf\u30fc\u69cb\u7bc9\u3002<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 data-path-to-node=\"24\">CAPEX\u306e\u5909\u52d5\u304c\u682a\u5f0f\u5e02\u5834\u306b\u4e0e\u3048\u308b\u30b7\u30b0\u30ca\u30eb<\/h3>\n<ol start=\"1\" data-path-to-node=\"25\">\n<li>\n<p data-path-to-node=\"25,0,0\"><b data-path-to-node=\"25,0,0\" data-index-in-node=\"0\">\u6295\u8cc7\u8a08\u753b\u306e\u5897\u984d\u30fb\u4e0a\u65b9\u4fee\u6b63\uff08\u30dd\u30b8\u30c6\u30a3\u30d6\u30b7\u30b0\u30ca\u30eb\uff09\uff1a<\/b><\/p>\n<p data-path-to-node=\"25,0,0\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u300c\u9867\u5ba2\u304b\u3089\u306eAI\u9700\u8981\u304c\u5f37\u70c8\u3067\u3042\u308a\u3001\u73fe\u5728\u306e\u30a4\u30f3\u30d5\u30e9\u8a2d\u5099\u3067\u306f\u5168\u304f\u8db3\u308a\u3066\u3044\u306a\u3044\u300d\u3068\u5224\u65ad\u3057\u3066\u3044\u308b\u8a3c\u62e0\u306b\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001NVIDIA\u306a\u3069\u306e\u534a\u5c0e\u4f53\u9298\u67c4\u3001\u30b5\u30fc\u30d0\u30fc\u95a2\u9023\u3001\u51b7\u5374\u6a5f\u5668\u3001\u96fb\u529b\u95a2\u9023\u682a\u304c\u8cb7\u308f\u308c\u308b\u5f37\u529b\u306a\u6750\u6599\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"25,1,0\"><b data-path-to-node=\"25,1,0\" data-index-in-node=\"0\">\u6295\u8cc7\u8a08\u753b\u306e\u6e1b\u984d\u30fb\u614e\u91cd\u59ff\u52e2\uff08\u30cd\u30ac\u30c6\u30a3\u30d6\u30b7\u30b0\u30ca\u30eb\uff09\uff1a<\/b><\/p>\n<p data-path-to-node=\"25,1,0\">AI\u9700\u8981\u306e\u4e00\u670d\u3084\u3001\u6295\u8cc7\u306b\u5bfe\u3057\u3066\u5341\u5206\u306a\u30ea\u30bf\u30fc\u30f3\uff08\u53ce\u76ca\u5316\uff09\u304c\u5f97\u3089\u308c\u3066\u3044\u306a\u3044\u61f8\u5ff5\u304c\u751f\u3058\u308b\u305f\u3081\u3001AI\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306e\u682a\u4fa1\u304c\u8abf\u6574\u3059\u308b\u8981\u56e0\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ol>\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=article&amp;utm_medium=cta&amp;utm_content=ueoka\" 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=\"27\">3. \u91d1\u5229\u5909\u52d5\u304c\u4f01\u696d\u30fb\u682a\u5f0f\u5e02\u5834\u306b\u4e0e\u3048\u308b\u300c\u4e00\u9577\u4e00\u77ed\u300d\u306e\u529b\u5b66<\/h2>\n<p data-path-to-node=\"28\">\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u6700\u91cd\u8981\u5909\u6570\u3067\u3042\u308b\u300c\u91d1\u5229\uff08\u4e2d\u592e\u9280\u884c\u306e\u653f\u7b56\u91d1\u5229\uff09\u300d<b data-path-to-node=\"28\" data-index-in-node=\"29\">\u306f\u3001\u4f01\u696d\u7d4c\u55b6\u3084\u682a\u5f0f\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306b\u591a\u5927\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002\u91d1\u5229\u306e\u4e0a\u6607\u3084\u9ad8\u6b62\u307e\u308a\u306f\u4e00\u898b\u3059\u308b\u3068\u5168\u4f01\u696d\u306b\u3068\u3063\u3066\u30de\u30a4\u30ca\u30b9\u306b\u601d\u3048\u307e\u3059\u304c\u3001\u5b9f\u306f<\/b>\u4f01\u696d\u306e\u8ca1\u52d9\u4f53\u8cea\u3084\u624b\u5143\u8cc7\u91d1\u306e\u91cf\u306b\u3088\u3063\u3066\u300c\u30dd\u30b8\u30c6\u30a3\u30d6\u30fb\u30cd\u30ac\u30c6\u30a3\u30d6\u306e\u4e21\u9762\uff08\u4e00\u9577\u4e00\u77ed\uff09\u300d\u304c\u5b58\u5728\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"29\">\u91d1\u5229\u4e0a\u6607\u304c\u4f01\u696d\u306b\u4e0e\u3048\u308b\u4e00\u822c\u7684\u306a\u5727\u529b\uff08\u5411\u304b\u3044\u98a8\uff09<\/h3>\n<ul data-path-to-node=\"30\">\n<li>\n<p data-path-to-node=\"30,0,0\"><b data-path-to-node=\"30,0,0\" data-index-in-node=\"0\">\u501f\u5165\u91d1\u30fb\u5229\u6255\u3044\u30b3\u30b9\u30c8\u306e\u5897\u52a0<\/b><\/p>\n<p data-path-to-node=\"30,0,0\">\u5909\u52d5\u91d1\u5229\u3067\u8cc7\u91d1\u3092\u501f\u308a\u5165\u308c\u3066\u3044\u308b\u4f01\u696d\u3084\u3001\u4eca\u5f8c\u793e\u50b5\u306e\u501f\u308a\u63db\u3048\uff08\u30ea\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\uff09\u3092\u8fce\u3048\u308b\u4f01\u696d\u306f\u3001\u9069\u7528\u91d1\u5229\u304c\u4e0a\u304c\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u652f\u6255\u5229\u606f\u304c\u5897\u52a0\u3057\u3001\u6700\u7d42\u7684\u306a\u7d14\u5229\u76ca\u3092\u62bc\u3057\u4e0b\u3052\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"30,1,0\"><b data-path-to-node=\"30,1,0\" data-index-in-node=\"0\">\u65b0\u898f\u6295\u8cc7\u306e\u30cf\u30fc\u30c9\u30eb\uff08\u30cf\u30fc\u30c9\u30eb\u30fb\u30ec\u30fc\u30c8\uff09\u306e\u4e0a\u6607<\/b><\/p>\n<p data-path-to-node=\"30,1,0\">\u8cc7\u91d1\u8abf\u9054\u30b3\u30b9\u30c8\uff08WACC\uff1a\u52a0\u91cd\u5e73\u5747\u8cc7\u672c\u30b3\u30b9\u30c8\uff09\u304c\u9ad8\u304f\u306a\u308b\u305f\u3081\u3001\u4f01\u696d\u306f\u300c\u975e\u5e38\u306b\u9ad8\u3044\u30ea\u30bf\u30fc\u30f3\u304c\u671f\u5f85\u3067\u304d\u308b\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u300d\u3067\u306a\u3051\u308c\u3070\u6295\u8cc7\u3067\u304d\u306a\u304f\u306a\u308a\u3001\u65b0\u898f\u306e\u5de5\u5834\u5efa\u8a2d\u3084R&amp;D\uff08\u7814\u7a76\u958b\u767a\uff09\u6295\u8cc7\u3092\u7d5e\u3089\u3056\u308b\u3092\u5f97\u306a\u304f\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"30,2,0\"><b data-path-to-node=\"30,2,0\" data-index-in-node=\"0\">\u7406\u8ad6\u682a\u4fa1\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09\u306e\u4e0b\u62bc\u3057\u306e\u5f71\u97ff<\/b><\/p>\n<p data-path-to-node=\"30,2,0\">\u682a\u4fa1\u306e\u7406\u8ad6\u5024\u3092\u7b97\u5b9a\u3059\u308b\u969b\uff08DCF\u6cd5\u306a\u3069\uff09\u3001\u9ad8\u91d1\u5229\u4e0b\u3067\u306f\u300c\u5272\u5f15\u7387\u300d\u304c\u9ad8\u304f\u306a\u308b\u305f\u3081\u3001\u5c06\u6765\u671f\u5f85\u3055\u308c\u308b\u5229\u76ca\u306e\u73fe\u5728\u306e\u4fa1\u5024\u304c\u4f4e\u304f\u898b\u7a4d\u3082\u3089\u308c\u307e\u3059\u3002\u7279\u306b\u5c06\u6765\u306e\u5927\u304d\u306a\u6210\u9577\u6027\u3092\u7e54\u308a\u8fbc\u3093\u3067\u9ad8PER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09\u3067\u8cb7\u308f\u308c\u3066\u3044\u308b\u30b0\u30ed\u30fc\u30b9\u682a\uff08\u6210\u9577\u682a\uff09\u307b\u3069\u3001\u682a\u4fa1\u306b\u5f37\u3044\u8abf\u6574\u5727\u529b\u304c\u304b\u304b\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"32\">\u91d1\u5229\u5f71\u97ff\u306e\u4e8c\u9762\u6027\uff08\u30e1\u30ea\u30c3\u30c8\u3068\u30c7\u30e1\u30ea\u30c3\u30c8\u306e\u69cb\u9020\uff09<\/h3>\n<p data-path-to-node=\"33\">\u91d1\u5229\u306e\u4e0a\u6607\u306f\u3001\u4f01\u696d\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30dd\u30b8\u30b7\u30e7\u30f3\uff08\u624b\u5143\u8cc7\u91d1\uff09\u3068\u501f\u5165\u4f9d\u5b58\u5ea6\u306b\u3088\u3063\u3066\u660e\u6697\u304c\u5927\u304d\u304f\u5206\u304b\u308c\u307e\u3059\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-858 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c3974374368=\"\" class=\"code-block ng-tns-c3974374368-858 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:W1sicl8zMGNjYzNiNzdiY2VlYzM0IiwiY181YTBhNmJiODQ3MjI5ZGJkIixudWxsLCJyY182NTgxNWFlZWY3YjU1MWZlIixudWxsLG51bGwsImphIixudWxsLDEsbnVsbCxudWxsLDEsMF1d\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"formatted-code-block-internal-container ng-tns-c3974374368-858\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"animated-opacity ng-tns-c3974374368-858\">\n<pre _ngcontent-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-858\"><span style=\"font-size: 14pt;\"><code _ngcontent-ng-c3974374368=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3974374368-858 no-decoration-radius\">\u3010\u91d1\u5229\u4e0a\u6607\u306e\u5f71\u97ff\u69cb\u9020\u3011\r\n \u251c\u2500 \u5229\u6255\u3044\u8ca0\u62c5\u5897\u30fb\u8abf\u9054\u56f0\u96e3 \u2500\u2500\u2500&gt; \u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7 \/ \u9ad8\u8ca0\u50b5\u4f01\u696d\uff08\u4e0d\u52d5\u7523\u7b49\uff09 \u2500\u2500&gt; \u696d\u7e3e\u5727\u8feb\u30fb\u6dd8\u6c70\u30ea\u30b9\u30af\r\n \u251c\u2500 \u53d7\u53d6\u5229\u606f\u5897\u30fb\u81ea\u529b\u6295\u8cc7\u53ef\u80fd \u2500&gt; \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08\u8c4a\u5bcc\u30ad\u30e3\u30c3\u30b7\u30e5\uff09 \u2500\u2500&gt; \u7af6\u5408\u306b\u5bfe\u3059\u308b moat\uff08\u5800\uff09\u306e\u62e1\u5927\r\n \u2514\u2500 \u5272\u5f15\u7387\u306e\u4e0a\u6607\uff08WACC\u9ad8\uff09 \u2500\u2500\u2500&gt; \u682a\u5f0f\u5e02\u5834\u5168\u822c\uff08\u7279\u306b\u9ad8PER\u682a\uff09 \u2500\u2500\u2500\u2500\u2500\u2500\u2500&gt; \u7406\u8ad6\u682a\u4fa1\u306e\u4e0b\u62bc\u3057\u5727\u529b\r\n<\/code><\/span><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<h4 data-path-to-node=\"35\">\u91d1\u5229\u4e0a\u6607\u5c40\u9762\u306b\u304a\u3051\u308b\u4f01\u696d\u30bf\u30a4\u30d7\u5225\u306e\u4e8c\u9762\u6027<\/h4>\n<table data-path-to-node=\"36\">\n<thead>\n<tr>\n<td><strong>\u533a\u5206\u30fb\u5bfe\u8c61<\/strong><\/td>\n<td><strong>\u30e1\u30ea\u30c3\u30c8\uff08\u8ffd\u3044\u98a8\u3068\u306a\u308b\u5074\u9762\uff09<\/strong><\/td>\n<td><strong>\u30c7\u30e1\u30ea\u30c3\u30c8\uff08\u5411\u304b\u3044\u98a8\u3068\u306a\u308b\u5074\u9762\uff09<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\n<p data-path-to-node=\"36,1,0,0\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u7b49<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"36,1,0,2\">\uff08\u624b\u5143\u8cc7\u91d1\u304c\u8c4a\u5bcc\u306a\u8d85\u5927\u578b\u682a\uff09<\/p>\n<\/td>\n<td>\n<p data-path-to-node=\"36,1,1,0\">\u30fb\u4fdd\u6709\u3059\u308b\u5de8\u984d\u306e\u73fe\u91d1\u540c\u7b49\u7269\u304b\u3089\u5f97\u3089\u308c\u308b<b data-path-to-node=\"36,1,1,0\" data-index-in-node=\"19\">\u53d7\u53d6\u5229\u606f\uff08\u91d1\u5229\u53ce\u5165\uff09\u304c\u5897\u52a0<\/b>\u3059\u308b\u3002<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"36,1,1,2\">\u30fb\u81ea\u529b\u3067\u83ab\u5927\u306a\u6295\u8cc7\u3092\u7d99\u7d9a\u3067\u304d\u3001\u7af6\u5408\u4ed6\u793e\u3092\u5f15\u304d\u96e2\u3059\u597d\u6a5f\u306b\u306a\u308b\u3002<\/p>\n<\/td>\n<td><span data-path-to-node=\"36,1,2,0\">\u30fb\u682a\u5f0f\u5e02\u5834\u5168\u4f53\u3067\u30b0\u30ed\u30fc\u30b9\u682a\u306e\u671f\u5f85PER\u304c\u5207\u308a\u4e0b\u304c\u308a\u3001<b data-path-to-node=\"36,1,2,0\" data-index-in-node=\"26\">\u77ed\u4e2d\u671f\u7684\u306b\u682a\u4fa1\u306e\u4e0b\u843d\u5727\u529b<\/b>\u3092\u53d7\u3051\u308b\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td>\n<p data-path-to-node=\"36,2,0,0\">\u65b0\u8208\u4f01\u696d\u30fb\u9ad8\u8ca0\u50b5\u4f01\u696d<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"36,2,0,2\">\uff08\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u30fb\u4e0d\u52d5\u7523\u7b49\uff09<\/p>\n<\/td>\n<td><span data-path-to-node=\"36,2,1,0\">\uff08\u7279\u306b\u306a\u3057\uff09<\/span><\/td>\n<td>\n<p data-path-to-node=\"36,2,2,0\">\u30fb<b data-path-to-node=\"36,2,2,0\" data-index-in-node=\"1\">\u8cc7\u91d1\u8abf\u9054\u30b3\u30b9\u30c8\u304c\u6025\u5897<\/b>\u3057\u3066\u696d\u7e3e\u3092\u5727\u8feb\u3002<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"36,2,2,2\">\u30fb\u6295\u8cc7\u7e2e\u5c0f\u3084\u8cc7\u91d1\u7e70\u308a\u306e\u60aa\u5316\u3001\u6700\u60aa\u306e\u5834\u5408\u306f\u7834\u7dbb\u30ea\u30b9\u30af\u304c\u9ad8\u307e\u308b\u3002<\/p>\n<\/td>\n<\/tr>\n<tr>\n<td>\n<p data-path-to-node=\"36,3,0,0\">\u91d1\u878d\u6a5f\u95a2<\/p>\n<p>&nbsp;<\/p>\n<p data-path-to-node=\"36,3,0,2\">\uff08\u9280\u884c\u30fb\u4fdd\u967a\u4f1a\u793e\u306a\u3069\uff09<\/p>\n<\/td>\n<td><span data-path-to-node=\"36,3,1,0\">\u30fb\u8cb8\u51fa\u91d1\u5229\u3068\u9810\u91d1\u91d1\u5229\u306e\u5dee\uff08\u5229\u3056\u3084\uff09\u304c\u5e83\u304c\u308a\u3001<b data-path-to-node=\"36,3,1,0\" data-index-in-node=\"22\">\u672c\u696d\u306e\u53ce\u76ca\u6027\u304c\u5411\u4e0a<\/b>\u3059\u308b\u3002<\/span><\/td>\n<td><span data-path-to-node=\"36,3,2,0\">\u30fb\u4f4e\u91d1\u5229\u6642\u4ee3\u306b\u8cfc\u5165\u3057\u305f\u4fdd\u6709\u50b5\u5238\uff08\u56fd\u50b5\u7b49\uff09\u306e\u8a55\u4fa1\u640d\uff08\u542b\u307f\u640d\uff09\u304c\u81a8\u3089\u3080\u30ea\u30b9\u30af\u304c\u3042\u308b\u3002<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 data-path-to-node=\"37\">\u306a\u305c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306f\u9ad8\u91d1\u5229\u3067\u3082\u5f37\u976d\u306a\u306e\u304b\uff1f<\/h3>\n<p data-path-to-node=\"38\">Microsoft\u3084Alphabet\u3001Amazon\u3068\u3044\u3063\u305f\u30e1\u30ac\u30c6\u30c3\u30af\u4f01\u696d\u306f\u3001\u672c\u696d\u306e\u55b6\u696d\u6d3b\u52d5\u304b\u3089\u6bce\u5e74\u4f55\u767e\u5104\u301c\u4f55\u5343\u5104\u30c9\u30eb\u3082\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff08\u81ea\u7531\u306b\u4f7f\u3048\u308b\u73fe\u91d1\uff09\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"39\">\u305d\u306e\u305f\u3081\u3001\u9280\u884c\u304b\u3089\u306e\u501f\u308a\u5165\u308c\u3084\u65b0\u898f\u306e\u793e\u50b5\u767a\u884c\u306b\u983c\u3089\u306a\u304f\u3066\u3082\u3001\u81ea\u793e\u306e\u7a3c\u304e\u3060\u3051\u3067AI\u3078\u306e\u5de8\u984d\u6295\u8cc7\uff08CAPEX\uff09\u3092\u8cc4\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\uff08\u8cb8\u501f\u5bfe\u7167\u8868\uff09\u4e0a\u306b\u7a4d\u307e\u308c\u305f\u5de8\u984d\u306e\u73fe\u91d1\u3092\u9ad8\u91d1\u5229\u3067\u904b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u300c\u83ab\u5927\u306a\u53d7\u53d6\u5229\u606f\uff08\u55b6\u696d\u5916\u53ce\u76ca\uff09\u304c\u5f97\u3089\u308c\u308b\u300d\u3068\u3044\u3046\u69cb\u9020\u7684\u306a\u5f37\u307f\u3092\u767a\u63ee\u3057\u307e\u3059\u3002\u9ad8\u91d1\u5229\u74b0\u5883\u306f\u3001\u3080\u3057\u308d\u8cc7\u91d1\u529b\u306e\u306a\u3044\u7af6\u5408\u4ed6\u793e\u3092\u6392\u9664\u3057\u3001\u5f7c\u3089\u306e\u512a\u4f4d\u6027\u3092\u4e00\u5c64\u9ad8\u3081\u308b\u52b9\u679c\u3092\u6301\u3064\u306e\u3067\u3059\u3002<\/p>\n<h2 data-path-to-node=\"41\">4. \u6295\u8cc7\u5bb6\u304c\u898b\u6975\u3081\u308b\u3079\u304d\u300c3\u3064\u306e\u91cd\u8981\u30dd\u30a4\u30f3\u30c8\u300d<\/h2>\n<p data-path-to-node=\"42\">AI\u95a2\u9023\u9298\u67c4\u3084\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3001\u3055\u3089\u306b\u306f\u91d1\u5229\u5c40\u9762\u306b\u5408\u308f\u305b\u305f\u9298\u67c4\u5206\u6790\u3092\u884c\u3046\u969b\u3001\u6295\u8cc7\u5bb6\u304c\u5fc5\u305a\u30c1\u30a7\u30c3\u30af\u3059\u3079\u304d3\u3064\u306e\u8996\u70b9\u3067\u3059\u3002<\/p>\n<h3 data-path-to-node=\"43\">\u30dd\u30a4\u30f3\u30c81\uff1aROI\uff08\u6295\u8cc7\u5bfe\u52b9\u679c\uff09\u3068\u30af\u30e9\u30a6\u30c9\u6210\u9577\u7387\u306e\u6574\u5408\u6027<\/h3>\n<p data-path-to-node=\"44\">\u5358\u306b<span class=\"f-marker-y\">\u8a2d\u5099\u6295\u8cc7\u984d\uff08CAPEX\uff09\u304c\u5927\u304d\u3044\u3053\u3068\u3060\u3051\u3092\u559c\u3076\u306e\u306f\u5371\u967a<\/span>\u3067\u3059\u3002\u6295\u3058\u305f\u8cc7\u91d1\u304c\u3057\u3063\u304b\u308a\u3068\u53ce\u76ca\u3092\u751f\u3093\u3067\u3044\u308b\u304b\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u3001<b data-path-to-node=\"44\" data-index-in-node=\"60\">\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\uff08Microsoft Azure, Google Cloud, AWS\uff09\u306e\u58f2\u4e0a\u9ad8\u6210\u9577\u7387<\/b>\u3068<b data-path-to-node=\"44\" data-index-in-node=\"110\">\u55b6\u696d\u5229\u76ca\u7387<\/b>\u3092\u6ce8\u8996\u3057\u307e\u3059\u3002CAPEX\u306e\u6025\u5897\u306b\u5bfe\u3057\u3066\u30af\u30e9\u30a6\u30c9\u6210\u9577\u7387\u304c\u920d\u5316\u3057\u59cb\u3081\u305f\u5834\u5408\u3001\u300c\u904e\u5270\u6295\u8cc7\uff08\u30d0\u30d6\u30eb\uff09\u300d\u306e\u61f8\u5ff5\u304c\u5e02\u5834\u3067\u5f37\u307e\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"45\">\u30dd\u30a4\u30f3\u30c82\uff1a\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff08FCF\uff09\u306e\u7dad\u6301\u80fd\u529b<\/h3>\n<p data-path-to-node=\"46\">\u4f01\u696d\u304c\u672c\u696d\u3067\u7a3c\u304e\u51fa\u3057\u305f\u300c\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u300d\u306e\u7bc4\u56f2\u5185\u3067\u3001AI\u6295\u8cc7\uff08CAPEX\uff09\u3084\u682a\u4e3b\u9084\u5143\uff08\u81ea\u793e\u682a\u8cb7\u3044\u30fb\u914d\u5f53\uff09\u3092\u8cc4\u3048\u3066\u3044\u308b\u304b\u3092\u5206\u6790\u3057\u307e\u3059\u3002\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u5927\u5e45\u306b\u8d85\u3048\u308b\u6295\u8cc7\u3092\u7d9a\u3051\u3066\u624b\u5143\u8cc7\u91d1\u304c\u6fc0\u6e1b\u3057\u305f\u308a\u3001\u6709\u5229\u5b50\u8ca0\u50b5\u304c\u6025\u5897\u3057\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u9ad8\u91d1\u5229\u5c40\u9762\u306b\u304a\u3044\u3066\u30ea\u30b9\u30af\u304c\u9ad8\u307e\u308a\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"47\">\u30dd\u30a4\u30f3\u30c83\uff1a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff08\u96fb\u529b\u30fb\u51b7\u5374\uff09\u306e\u89e3\u6d88\u80fd\u529b<\/h3>\n<p data-path-to-node=\"48\">\u73fe\u5728\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d\u306e\u6700\u5927\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3068\u306a\u3063\u3066\u3044\u308b\u306e\u304c<strong>\u300c\u96fb\u529b\u4f9b\u7d66\u300d\u3068\u300c\u71b1\u51e6\u7406\uff08\u51b7\u5374\uff09\u300d<\/strong>\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"49\">\n<li>\n<p data-path-to-node=\"49,0,0\">\u96fb\u529b\u4f1a\u793e\u3084\u6b21\u4e16\u4ee3\u30a8\u30cd\u30eb\u30ae\u30fc\u4e8b\u696d\u8005\uff08\u539f\u5b50\u529b\u30fb\u518d\u30a8\u30cd\u7b49\uff09\u3068\u9577\u671f\u306e\u4f9b\u7d66\u5951\u7d04\u3092\u7d50\u3079\u3066\u3044\u308b\u304b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"49,1,0\">\u6c34\u51b7\u30fb\u6db2\u51b7\u30b7\u30b9\u30c6\u30e0\u306a\u3069\u306e\u52b9\u7387\u7684\u306a\u30a4\u30f3\u30d5\u30e9\u3092\u3044\u3061\u65e9\u304f\u5c0e\u5165\u3067\u304d\u3066\u3044\u308b\u304b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"49,2,0\">\u81ea\u793e\u958b\u767a\u30c1\u30c3\u30d7\uff08Google TPU, Amazon Trainium\u7b49\uff09\u3092\u5c0e\u5165\u3057\u3001\u96fb\u529b\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3067\u304d\u3066\u3044\u308b\u304b\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"50\">\u3053\u308c\u3089\u306e\u30a4\u30f3\u30d5\u30e9\u5236\u7d04\u3092\u30af\u30ea\u30a2\u3059\u308b\u6280\u8853\u3084\u8cc7\u672c\u529b\u3092\u6301\u3064\u4f01\u696d\u3053\u305d\u304c\u3001\u9577\u671f\u7684\u306a\u6210\u9577\u7af6\u4e89\u3092\u5236\u3059\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<h2 data-path-to-node=\"52\">5. \u91d1\u878d\u3084\u6295\u8cc7\u306e\u77e5\u8b58\u306e\u91cd\u8981\u6027<\/h2>\n<p data-path-to-node=\"53\">\u4eca\u56de\u89e3\u8aac\u3057\u305f\u300c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u300d\u300cAI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u300d\u300c\u91d1\u5229\u306e\u4e8c\u9762\u6027\u300d\u3068\u3044\u3063\u305f\u30c6\u30fc\u30de\u306f\u3001\u4e00\u898b\u3059\u308b\u3068\u9ad8\u5ea6\u3067\u5c02\u9580\u7684\u306a\u77e5\u8b58\u306b\u601d\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u3057\u304b\u3057\u3001\u3053\u3046\u3057\u305f\u4ed5\u7d44\u307f\u3092\u5b66\u3076\u3053\u3068\u306b\u306f\u3001\u5358\u306a\u308b\u682a\u5f0f\u6295\u8cc7\u306e\u6210\u679c\u3092\u8d85\u3048\u305f\u6975\u3081\u3066\u5927\u304d\u306a\u4fa1\u5024\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"54\">1. \u4e16\u754c\u306e\u304a\u91d1\u306e\u6d41\u308c\uff08\u751f\u614b\u7cfb\uff09\u304c\u7acb\u4f53\u7684\u306b\u898b\u3048\u308b\u3088\u3046\u306b\u306a\u308b<\/h3>\n<p data-path-to-node=\"55\">\u300cAI\u304c\u6d41\u884c\u3063\u3066\u3044\u308b\u304b\u3089AI\u95a2\u9023\u682a\u3092\u8cb7\u3046\u300d\u3068\u3044\u3046\u6f20\u7136\u3068\u3057\u305f\u6349\u3048\u65b9\u304b\u3089\u8131\u5374\u3057\u3001\u300c\u751f\u6210AI\u306e\u9700\u8981\u62e1\u5927 \u2192 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u5de8\u984d\u6295\u8cc7\u3092\u5b9f\u65bd \u2192 \u534a\u5c0e\u4f53\u30fb\u96fb\u6e90\u30fb\u51b7\u5374\u30fb\u96fb\u529b\u30e1\u30fc\u30ab\u30fc\u306e\u696d\u7e3e\u5411\u4e0a \u2192 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data-path-to-node=\"57\">\u682a\u5f0f\u5e02\u5834\u3067\u306f\u3001\u4e00\u6642\u7684\u306a\u91d1\u5229\u306e\u30d6\u30ec\u3084\u6839\u62e0\u306e\u306a\u3044\u5642\u306b\u3088\u3063\u3066\u682a\u4fa1\u304c\u4e71\u9ad8\u4e0b\u3059\u308b\u3053\u3068\u304c\u591a\u3005\u3042\u308a\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"58\">\n<li>\n<p data-path-to-node=\"58,0,0\"><b data-path-to-node=\"58,0,0\" data-index-in-node=\"0\">\u69cb\u9020\u3092\u77e5\u3089\u306a\u3044\u5834\u5408\uff1a<\/b> \u682a\u4fa1\u6025\u843d\u6642\u306b\u6050\u6016\u3092\u611f\u3058\u3001\u6700\u3082\u60aa\u3044\u30bf\u30a4\u30df\u30f3\u30b0\u3067\u8cc7\u7523\u3092\u624b\u653e\u3057\u3066\u3057\u307e\u3044\u304c\u3061\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"58,1,0\"><b data-path-to-node=\"58,1,0\" data-index-in-node=\"0\">\u69cb\u9020\u3092\u7406\u89e3\u3057\u3066\u3044\u308b\u5834\u5408\uff1a<\/b> 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data-path-to-node=\"60\">\u4f01\u696d\u8ca1\u52d9\u3084\u91d1\u5229\u306e\u30e1\u30ab\u30cb\u30ba\u30e0\u306b\u95a2\u3059\u308b\u77e5\u898b\u306f\u3001\u500b\u4eba\u306e\u304a\u91d1\u3084\u30ad\u30e3\u30ea\u30a2\u306e\u9078\u629e\u306b\u3082\u305d\u306e\u307e\u307e\u6d3b\u304b\u3059\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"61\">\n<li>\n<p data-path-to-node=\"61,0,0\"><b data-path-to-node=\"61,0,0\" data-index-in-node=\"0\">\u4f4f\u5b85\u30ed\u30fc\u30f3\u30fb\u8cc7\u7523\u5f62\u6210\uff1a<\/b> 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Meta\uff09\u306f\u3001AI\u6642\u4ee3\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u7d4c\u6e08\u3092\u652f\u3048\u308b\u300c\u73fe\u4ee3\u306e\u8d85\u5de8\u5927\u30a4\u30f3\u30d5\u30e9\u4f01\u696d\u300d\u3067\u3059\u3002\u5f7c\u3089\u304c\u6295\u3058\u308b\u5e74\u9593\u6570\u767e\u5104\u301c\u5343\u5104\u30c9\u30eb\u898f\u6a21\u306e\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\u306f\u3001AI\u7528\u534a\u5c0e\u4f53\u304b\u3089\u30b5\u30fc\u30d0\u30fc\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3001\u51b7\u5374\u8a2d\u5099\u3001\u96fb\u529b\u30a4\u30f3\u30d5\u30e9\u306b\u81f3\u308b\u307e\u3067\u3001\u5e45\u5e83\u3044\u95a2\u9023\u7523\u696d\u306e\u6210\u9577\u3092\u63a8\u9032\u3059\u308b\u30a8\u30f3\u30b8\u30f3\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"65\">\u307e\u305f\u3001<b data-path-to-node=\"65\" 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