{"id":34194,"date":"2026-11-13T10:44:27","date_gmt":"2026-11-13T01:44:27","guid":{"rendered":"https:\/\/official.gfs.tokyo\/blog\/?p=34194"},"modified":"2026-11-13T10:44:27","modified_gmt":"2026-11-13T01:44:27","slug":"ue-has-nvidias-industry-dominance-come-to-an-end","status":"publish","type":"post","link":"https:\/\/official.gfs.tokyo\/blog\/ue-has-nvidias-industry-dominance-come-to-an-end","title":{"rendered":"\u3010\u521d\u5fc3\u8005\u5411\u3051\u3011NVIDIA\u306e\u696d\u754c\u512a\u4f4d\u306f\u7d42\u308f\u3063\u305f\u306e\u304b\uff1f\u534a\u5c0e\u4f53\u5e1d\u56fd\u306e\u73fe\u5728\u5730\u3068\u5b66\u3076\u3079\u304d\u6295\u8cc7\u306e\u672c\u8cea"},"content":{"rendered":"<h2 dir=\"ltr\" data-path-to-node=\"0\">\u3010\u521d\u5fc3\u8005\u5411\u3051\u3011NVIDIA\u306e\u696d\u754c\u512a\u4f4d\u306f\u7d42\u308f\u3063\u305f\u306e\u304b\uff1f\u534a\u5c0e\u4f53\u5e1d\u56fd\u306e\u73fe\u5728\u5730\u3068\u5b66\u3076\u3079\u304d\u6295\u8cc7\u306e\u672c\u8cea<\/h2>\n<div>\n<div class=\"attention a-1\">\n<p 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 dir=\"ltr\" data-path-to-node=\"2\" class=\"\">\u5e8f\u7ae0\uff1a\u5e02\u5834\u3092\u63fa\u308b\u304c\u3059\u300cNVIDIA\u843d\u65e5\u8ad6\u300d\u306e\u6b63\u4f53<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"3\"><span class=\"\">\u751f\u6210AI\u9769\u547d\u306e\u5e55\u958b\u3051\u4ee5\u964d\u3001<\/span><span class=\"\">\u4e16\u754c\u306e\u682a\u5f0f\u5e02\u5834\u3068\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u696d\u754c\u306e\u9802\u70b9\u306b\u541b\u81e8\u3057\u3066\u304d\u305fNVIDIA\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u3002<\/span><span class=\"\">\u540c\u793e\u306f\u3001<\/span><span class=\"\">\u6642\u4fa1\u7dcf\u984d\u3067\u4e16\u754c\u9996\u4f4d\u3092\u7af6\u3044\u5408\u3044\u3001<\/span><span 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data-index-in-node=\"0\">\u8db3\u5143\u3067\u4f55\u304c\u8d77\u304d\u3066\u3044\u308b\u306e\u304b\uff08\u76f4\u8fd1\u306e\u30ac\u30d0\u30ca\u30f3\u30b9\u5371\u6a5f\u3068\u5730\u653f\u5b66\u30ea\u30b9\u30af\u306e\u5168\u8c8c\uff09<\/b><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"8,1,0\"><b data-path-to-node=\"8,1,0\" data-index-in-node=\"0\">AI\u696d\u754c\u3092\u5de1\u308b\u69cb\u9020\u5909\u5316\uff08\u5b66\u7fd2\u304b\u3089\u63a8\u8ad6\u3078\u306e\u30b7\u30d5\u30c8\u3001\u7af6\u5408AMD\u3084\u81ea\u793e\u88fdASIC\u306e\u731b\u8ffd\uff09<\/b><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"8,2,0\"><b data-path-to-node=\"8,2,0\" data-index-in-node=\"0\">\u7591\u60d1\u306e\u300c\u5faa\u74b0\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u300d\u3068\u901a\u4fe1\u30d0\u30d6\u30eb\u306e\u4ea1\u970a\uff08\u30d9\u30f3\u30c0\u30fc\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u306e\u5149\u3068\u5f71\uff09<\/b><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"8,3,0\"><b data-path-to-node=\"8,3,0\" data-index-in-node=\"0\">\u6b21\u4e16\u4ee3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u300cVera Rubin\u300d\u3068NVIDIA\u304c\u8a87\u308b\u96e3\u653b\u4e0d\u843d\u306e\u53c2\u5165\u969c\u58c1<\/b><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"8,4,0\"><b data-path-to-node=\"8,4,0\" data-index-in-node=\"0\">\u6700\u7d42\u7d50\u8ad6\uff1a\u696d\u754c\u512a\u4f4d\u306f\u300c\u7d42\u308f\u3063\u305f\u300d\u306e\u304b\u3001\u300c\u5f62\u3092\u5909\u3048\u305f\u300d\u306e\u304b<\/b><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"8,5,0\"><b data-path-to-node=\"8,5,0\" data-index-in-node=\"0\">\u6295\u8cc7\u30fb\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u306e\u6c7a\u5b9a\u7684\u306a\u91cd\u8981\u6027\uff08\u30ce\u30a4\u30ba\u306b\u60d1\u308f\u3055\u308c\u305a\u672c\u8cea\u3092\u898b\u629c\u304f\u601d\u8003\u6cd5\uff09<\/b><\/p>\n<\/li>\n<\/ol>\n<p dir=\"ltr\" data-path-to-node=\"9\"><span class=\"\">\u611f\u60c5\u8ad6\u3084\u77ed\u671f\u7684\u306a\u682a\u4fa1\u306e\u4e0a\u4e0b\u306b\u60d1\u308f\u3055\u308c\u305a\u3001<\/span><span class=\"\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3001<\/span><span class=\"\">\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3001<\/span><span>\u91d1\u878d\u5de5\u5b66\u3001<\/span><span class=\"\">\u305d\u3057\u3066\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u8996\u70b9\u304b\u3089\u3001<\/span><span class=\"\">NVIDIA\u3092\u53d6\u308a\u5dfb\u304f\u771f\u306e\u73fe\u5b9f\u3092\u660e\u3089\u304b\u306b\u3057\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<\/span><\/p>\n<h2 dir=\"ltr\" data-path-to-node=\"11\" class=\"\">\u7b2c1\u7ae0\uff1a\u6fc0\u9707\u306e\u80cc\u666f\u2014\u2014CEO\u7591\u60d1\u3001\u5730\u653f\u5b66\u3001\u305d\u3057\u3066\u30ac\u30d0\u30ca\u30f3\u30b9\u5371\u6a5f<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"12\"><span class=\"\">NVIDIA\u306e\u512a\u4f4d\u6027\u306b\u5bfe\u3059\u308b\u7591\u5ff5\u3092\u6025\u901f\u306b\u52a0\u901f\u3055\u305b\u305f\u76f4\u63a5\u306e\u5f15\u304d\u91d1\u306f\u3001<\/span><span>\u7d14\u7c8b\u306a\u6280\u8853\u7af6\u4e89\u3067\u306f\u306a\u304f\u3001<\/span><span class=\"\">\u7d4c\u55b6\u30c8\u30c3\u30d7\u3092\u5dfb\u304d\u8fbc\u3093\u3060\u300c\u5730\u653f\u5b66\u3068\u4f01\u696d\u30ac\u30d0\u30ca\u30f3\u30b9\u306e\u6697\u96f2\u300d\u3067\u3057\u305f\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"13\" class=\"\">1. \u30d5\u30a2\u30f3CEO\u306e\u79c1\u751f\u6d3b\u554f\u984c\u3068\u4e2d\u56fd\u60c5\u5831\u6d3b\u52d5\u7591\u60d1<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"14\"><span>\u767a\u7aef\u306f\u3001<\/span><span class=\"\">\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u304c\u5f93\u696d\u54e1\u5411\u3051\u30e1\u30c3\u30bb\u30fc\u30b8\u306b\u304a\u3044\u3066\u3001<\/span><span>\u81ea\u8eab\u306e\u79c1\u751f\u6d3b\u306b\u304a\u3051\u308b\u4e0d\u9069\u5207\u4e8b\u6848\uff08\u5a5a\u5916\u95a2\u4fc2\uff09\u3092\u8a8d\u3081\u8b1d\u7f6a\u3057\u305f\u3053\u3068\u3067\u3057\u305f\u3002<\/span><span>\u3057\u304b\u3057\u3001<\/span><span>\u3053\u308c\u304c\u5358\u306a\u308b\u500b\u4eba\u306e\u30b9\u30ad\u30e3\u30f3\u30c0\u30eb\u306b\u3068\u3069\u307e\u3089\u306a\u304b\u3063\u305f\u7406\u7531\u306f\u3001<\/span><span>\u305d\u306e\u4ea4\u969b\u76f8\u624b\u306e\u80cc\u666f\u306b\u3042\u308a\u307e\u3057\u305f\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"15\"><span class=\"\">\u76f8\u624b\u3068\u3055\u308c\u308b\u5973\u6027\u306e\u4e00\u4eba\u306f\u3001<\/span><span class=\"\">\u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u3092\u62e0\u70b9\u3068\u3059\u308bAI\u30a4\u30f3\u30d5\u30e9\u95a2\u9023\u4f01\u696d\uff08Megaspeed\u7b49\uff09\u306e\u5e79\u90e8\u3067\u3057\u305f\u3002<\/span><span class=\"\">\u554f\u984c\u306f\u3001<\/span><span class=\"\">\u7c73\u56fd\u306e\u60c5\u5831\u5f53\u5c40\u304c\u300c\u3053\u306e\u4eba\u7269\u304c\u4e2d\u56fd\u306e\u56fd\u5bb6\u5b89\u5168\u90e8\uff08MSS\uff09\u306a\u3069\u306e\u60c5\u5831\u6a5f\u95a2\u3068\u63a5\u70b9\u3092\u6301\u3061\u3001<\/span><span class=\"\">\u5bfe\u4e2d\u898f\u5236\u5bfe\u8c61\u3068\u306a\u3063\u3066\u3044\u308b\u6700\u5148\u7aef\u534a\u5c0e\u4f53\u3084\u30a4\u30f3\u30d5\u30e9\u6280\u8853\u306e\u60c5\u5831\u53ce\u96c6\u30fb\u8fc2\u56de\u8abf\u9054\u6d3b\u52d5\u306b\u95a2\u4e0e\u3057\u3066\u3044\u305f\u7591\u3044\u304c\u3042\u308b\u300d\u3068\u30de\u30fc\u30af\u3057\u3066\u3044\u305f\u70b9\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"16\"><span class=\"\">\u4e8b\u614b\u306f\u6025\u901f\u306b\u5916\u4ea4\u30fb\u5b89\u5168\u4fdd\u969c\u554f\u984c\u3078\u3068\u98db\u3073\u706b\u3057\u307e\u3057\u305f\u3002<\/span><span class=\"\">\u53f0\u6e7e\u5f53\u5c40\u304c\u5f53\u8a72\u4eba\u7269\u306e\u5165\u5883\u8a31\u53ef\u3092\u53d6\u308a\u6d88\u3059\u306a\u3069\u306e\u63aa\u7f6e\u306b\u51fa\u305f\u307b\u304b\u3001<\/span><span class=\"\">\u7c73\u9023\u90a6\u8b70\u4f1a\u306e\u5bfe\u4e2d\u5f37\u786c\u6d3e\u8b70\u54e1\u304b\u3089\u306f\u300c\u7d4c\u55b6\u30c8\u30c3\u30d7\u306e\u8106\u5f31\u6027\u304c\u3001<\/span><span>\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u4e0a\u306e\u6700\u9ad8\u6a5f\u5bc6\u306b\u76f4\u7d50\u3059\u308bAI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u30ea\u30b9\u30af\u306b\u306a\u3063\u3066\u3044\u308b\u300d\u3068\u3057\u3066\u3001<\/span><span class=\"\">\u30d5\u30a2\u30f3\u6c0f\u306e\u8b70\u4f1a\u8a3c\u8a00\u8981\u8acb\u3084\u8f9e\u4efb\u8981\u6c42\u304c\u516c\u7136\u3068\u7a81\u304d\u3064\u3051\u3089\u308c\u308b\u4e8b\u614b\u306b\u767a\u5c55\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"17\" class=\"\">2. \u53d6\u7de0\u5f79\u4f1a\u306b\u3088\u308b\u72ec\u7acb\u8abf\u67fb\u3068\u7c73\u8b70\u4f1a\u306e\u7167\u6e96<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"18\"><span class=\"\">\u3053\u306e\u4e8b\u614b\u3092\u91cd\u304f\u898b\u305fNVIDIA\u306e\u53d6\u7de0\u5f79\u4f1a\u306f\u3001<\/span><span class=\"\">\u4f01\u696d\u9632\u885b\u3068\u5185\u90e8\u7d71\u5236\u3067\u540d\u9ad8\u3044\u7c73\u56fd\u306e\u540d\u9580\u6cd5\u5f8b\u4e8b\u52d9\u6240\uff08Wachtell,<\/span><span> Lipton,<\/span><span class=\"\"> Rosen &amp; Katz\uff09\u3092\u8d77\u7528\u3057\u3001<\/span><span class=\"\">\u5916\u56fd\u60c5\u5831\u6a5f\u95a2\u306b\u3088\u308b\u5de5\u4f5c\u6d3b\u52d5\u306e\u6709\u7121\u3084\u793e\u5185\u6a5f\u5bc6\u30fb\u8a2d\u8a08\u30c7\u30fc\u30bf\u306e\u6d41\u51fa\u30ea\u30b9\u30af\u306b\u3064\u3044\u3066\u72ec\u7acb\u8abf\u67fb\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"19\"><span class=\"\">\u73fe\u6642\u70b9\u3067\u6280\u8853\u6f0f\u6d29\u3084\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u306e\u78ba\u8a3c\u306f\u898b\u3064\u304b\u3063\u3066\u3044\u307e\u305b\u3093\u3002<\/span><span class=\"\">\u53d6\u7de0\u5f79\u4f1a\u3082\u30d5\u30a2\u30f3\u6c0f\u3078\u306e\u4fe1\u4efb\u3092\u7dad\u6301\u3059\u308b\u58f0\u660e\u3092\u51fa\u3057\u3066\u3044\u307e\u3059\u304c\u3001<\/span><span>\u5e02\u5834\u306f\u300c\u7d76\u5bfe\u7684\u30ab\u30ea\u30b9\u30de\u300d\u306b\u4f9d\u5b58\u3057\u3066\u304d\u305f\u540c\u793e\u306e\u30ac\u30d0\u30ca\u30f3\u30b9\u69cb\u9020\u305d\u306e\u3082\u306e\u306b\u7591\u5ff5\u3092\u62b1\u304d\u59cb\u3081\u307e\u3057\u305f\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"20\"><span class=\"\">\u7279\u306b\u7126\u70b9\u3068\u306a\u3063\u305f\u306e\u304c\u7c73\u4e0b\u9662\u3067\u306e\u975e\u516c\u958b\u30d6\u30ea\u30fc\u30d5\u30a3\u30f3\u30b0\u3067\u3059\u3002<\/span><span>\u8b70\u4f1a\u5074\u306f\u3001<\/span><span>\u4ee5\u4e0b\u306e2\u70b9\u3092\u53b3\u3057\u304f\u8ffd\u53ca\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"21\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"21,0,0\"><b data-path-to-node=\"21,0,0\" data-index-in-node=\"0\">\u7b2c\u4e09\u56fd\u3092\u7d4c\u7531\u3057\u305f\u300c\u5bfe\u4e2d\u8f38\u51fa\u898f\u5236\u306e\u629c\u3051\u7a74\u300d\uff1a<\/b><span> \u30b7\u30f3\u30ac\u30dd\u30fc\u30eb\u3084\u4e2d\u6771\u306a\u3069\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u7d4c\u7531\u3057\u3066\u3001<\/span><span class=\"\">\u5b9f\u8cea\u7684\u306b\u4e2d\u56fd\u7cfb\u4f01\u696d\u304cNVIDIA\u306e\u6700\u5148\u7aef\u8a08\u7b97\u80fd\u529b\uff08\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\uff09\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3066\u3044\u306a\u3044\u304b\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"21,1,0\"><b class=\"\" data-path-to-node=\"21,1,0\" data-index-in-node=\"0\">\u4e3b\u8981\u4eba\u7269\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30af\u30ea\u30a2\u30e9\u30f3\u30b9\u3068\u5371\u6a5f\u7ba1\u7406\uff1a<\/b><span class=\"\"> \u540c\u793e\u304c\u7c73\u56fd\u306e\u9632\u885b\u30fb\u7d4c\u6e08\u5b89\u5168\u4fdd\u969c\u306e\u751f\u547d\u7dda\u3068\u306a\u308b\u4e2d\u3067\u3001<\/span><span class=\"\">\u7d4c\u55b6\u5e79\u90e8\u306e\u4ea4\u53cb\u95a2\u4fc2\u3084\u884c\u52d5\u898f\u7bc4\u304c\u5341\u5206\u306b\u7ba1\u7406\u3055\u308c\u3066\u3044\u305f\u306e\u304b\u3002<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"22\"><span class=\"\">\u3053\u308c\u307e\u3067\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3\u6c0f\u306f\u3001<\/span><span>\u4e16\u754c\u5404\u56fd\u306e\u9996\u8133\u3068\u6e21\u308a\u5408\u3044\u3001<\/span><span class=\"\">\u5404\u56fd\u306e\u300c\u30bd\u30d6\u30ea\u30f3AI\uff08\u81ea\u56fd\u3067\u306eAI\u30a4\u30f3\u30d5\u30e9\u69cb\u7bc9\uff09\u300d\u3092\u4e3b\u5c0e\u3059\u308b\u5916\u4ea4\u5b98\u306e\u3088\u3046\u306a\u5b58\u5728\u3067\u3057\u305f\u3002<\/span><span class=\"\">\u3057\u304b\u3057\u3001<\/span><span class=\"\">\u3053\u306e\u4e00\u9023\u306e\u9a12\u52d5\u306b\u3088\u308a\u3001<\/span><span>\u5f7c\u306e\u653f\u6cbb\u7684\u6c42\u5fc3\u529b\u306b\u5f71\u304c\u843d\u3061\u3001<\/span><span>\u540c\u793e\u306e\u682a\u4fa1\u306f2\u65e5\u9593\u3067\u6642\u4fa1\u7dcf\u984d\u6570\u5343\u5104\u30c9\u30eb\u898f\u6a21\u3092\u4e00\u6642\u7684\u306b\u5439\u304d\u98db\u3070\u3059\u3068\u3044\u3046\u6975\u3081\u3066\u6fc0\u3057\u3044\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306b\u76f4\u9762\u3059\u308b\u3053\u3068\u306b\u306a\u3063\u305f\u306e\u3067\u3059\u3002<\/span><\/p>\n<h2 dir=\"ltr\" data-path-to-node=\"24\" class=\"\">\u7b2c2\u7ae0\uff1aAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u300c\u5faa\u74b0\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u300d\u7591\u60d1\u2014\u20142000\u5e74\u4ee3\u901a\u4fe1\u30d0\u30d6\u30eb\u306e\u518d\u6765\u304b\uff1f<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"25\"><span class=\"\">\u30ac\u30d0\u30ca\u30f3\u30b9\u554f\u984c\u3068\u4e26\u3073\u3001<\/span><span>\u5e02\u5834\u306e\u30d7\u30ed\u3067\u3042\u308b\u6a5f\u95a2\u6295\u8cc7\u5bb6\u305f\u3061\u304c\u6700\u3082\u8b66\u6212\u3057\u3066\u3044\u308b\u306e\u304c\u3001<\/span><span>\u540c\u793e\u304c\u69cb\u7bc9\u3057\u3066\u304d\u305f\u300cAI\u30a4\u30f3\u30d5\u30e9\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u69cb\u9020\uff08\u8cc7\u91d1\u5faa\u74b0\u306e\u4ed5\u7d44\u307f\uff09\u300d\u3067\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"26\">1. \u30c1\u30c3\u30d7\u30d9\u30f3\u30c0\u30fc\u304b\u3089\u300c\u30a4\u30f3\u30d5\u30e9\u306e\u9280\u884c\u300d\u3078\u306e\u5909\u8c8c<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"27\" id=\"p-rc_5496ed964ca4e093-977\"><span class=\"citation-5597 citation-end-5597\">\u73fe\u5728\u3001\u751f\u6210AI\u3092\u52d5\u304b\u3059\u5de8\u5927\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5efa\u8a2d\u306b\u306f\u30011\u30b5\u30a4\u30c8\u3042\u305f\u308a\u6570\u5146\u5186\u304b\u3089\u5341\u6570\u5146\u5186\u3068\u3044\u3046\u6841\u5916\u308c\u306e\u8cc7\u672c\u304c\u5fc5\u8981\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u6025\u6210\u9577\u4e2d\u306eAI\u65b0\u8208\u4f01\u696d\uff08OpenAI\u3084Anthropic\u306a\u3069\uff09\u3084\u3001CoreWeave\u306a\u3069\u306e\u7279\u5316\u578bAI\u30af\u30e9\u30a6\u30c9\uff08\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\uff09\u306f\u3001\u81ea\u524d\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3060\u3051\u3067\u3053\u306e\u81a8\u5927\u306a\u30a4\u30f3\u30d5\u30e9\u4ee3\u91d1\u3092\u652f\u6255\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u305b\u3093\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c130611305=\"\"><sup _ngcontent-ng-c130611305=\"\" class=\"superscript\" data-turn-source-index=\"1\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c3592407879=\"\"><source-inline-chip _ngcontent-ng-c3592407879=\"\" _nghost-ng-c2346660483=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<p dir=\"ltr\" data-path-to-node=\"28\"><span>\u305d\u3053\u3067NVIDIA\u304c\u63a8\u9032\u3057\u305f\u306e\u304c\u3001<\/span><span>\u300c\u30d9\u30f3\u30c0\u30fc\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u300d\u304a\u3088\u3073\u300c\u50b5\u52d9\u30fb\u6b8b\u4fa1\u4fdd\u8a3c\uff08\u30d0\u30c3\u30af\u30b9\u30c8\u30c3\u30d7\uff09\u300d\u3068\u547c\u3070\u308c\u308b\u91d1\u878d\u30b9\u30ad\u30fc\u30e0\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"29\"><span>\u5177\u4f53\u7684\u306a\u6d41\u308c\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/span><\/p>\n<ol start=\"1\" dir=\"ltr\" data-path-to-node=\"30\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"30,0,0\"><b data-path-to-node=\"30,0,0\" data-index-in-node=\"0\">\u51fa\u8cc7\u3068\u4fdd\u8a3c\u306e\u63d0\u4f9b\uff1a<\/b><span class=\"\"> NVIDIA\u306f\u81ea\u3089\u306e\u6f64\u6ca2\u306a\u8cc7\u91d1\u3092\u4f7f\u3063\u3066AI\u65b0\u8208\u4f01\u696d\u3084\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u306b\u51fa\u8cc7\u3057\u305f\u308a\u3001<\/span><span class=\"\">\u91d1\u878d\u6a5f\u95a2\u30fb\u30ea\u30fc\u30b9\u4f1a\u793e\u306b\u5bfe\u3057\u3066\u300c\u3082\u3057\u9867\u5ba2\u304c\u30ea\u30fc\u30b9\u6599\u3092\u6255\u3048\u306a\u304f\u306a\u3063\u305f\u3089NVIDIA\u304cGPU\u3092\u8cb7\u3044\u623b\u3059\uff08\u3042\u308b\u3044\u306f\u6b8b\u50b5\u3092\u4fdd\u8a3c\u3059\u308b\uff09\u300d\u3068\u3044\u3046\u5de8\u984d\u306e\u4fdd\u8a3c\u67a0\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"30,1,0\" id=\"p-rc_5496ed964ca4e093-978\"><b class=\"\" data-path-to-node=\"30,1,0\" data-index-in-node=\"0\">GPU\u306e\u5927\u91cf\u8abf\u9054\uff1a<\/b><span class=\"\"> <\/span><span class=\"citation-5596 citation-end-5596\">\u4fe1\u7528\u4fdd\u8a3c\u3084\u8cc7\u91d1\u3092\u5f97\u305f\u9867\u5ba2\u4f01\u696d\u306f\u3001\u305d\u306e\u30de\u30cd\u30fc\u3092\u4f7f\u3063\u3066NVIDIA\u306e\u6700\u65b0GPU\u30b7\u30b9\u30c6\u30e0\uff08Blackwell\u3084Rubin\u306a\u3069\uff09\u3092\u5927\u91cf\u306b\u767a\u6ce8\u3059\u308b\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c130611305=\"\"><sup _ngcontent-ng-c130611305=\"\" class=\"superscript\" data-turn-source-index=\"2\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c3592407879=\"\"><source-inline-chip _ngcontent-ng-c3592407879=\"\" _nghost-ng-c2346660483=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"30,2,0\" id=\"p-rc_5496ed964ca4e093-979\"><b class=\"\" data-path-to-node=\"30,2,0\" data-index-in-node=\"0\">\u58f2\u4e0a\u3068\u5229\u76ca\u306e\u8a08\u4e0a\uff1a<\/b><span class=\"\"> <\/span><span class=\"citation-5595 citation-end-5595\">NVIDIA\u306e\u6c7a\u7b97\u306b\u306f\u3001\u83ab\u5927\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u3068\u7c97\u5229\u738775%\u524d\u5f8c\u306e\u5de8\u984d\u5229\u76ca\u304c\u5373\u5ea7\u306b\u8a08\u4e0a\u3055\u308c\u308b\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c130611305=\"\"><sup _ngcontent-ng-c130611305=\"\" class=\"superscript\" data-turn-source-index=\"3\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c3592407879=\"\"><source-inline-chip _ngcontent-ng-c3592407879=\"\" _nghost-ng-c2346660483=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<\/li>\n<\/ol>\n<p dir=\"ltr\" data-path-to-node=\"31\"><span class=\"\">OpenAI\u95a2\u9023\u306e\u30ae\u30ac\u30ef\u30c3\u30c8\u7d1a\u30a4\u30f3\u30d5\u30e9\u8a08\u753b\u3078\u306e\u95a2\u4e0e\u3084\u3001<\/span><span class=\"\">\u30d6\u30e9\u30c3\u30af\u30ed\u30c3\u30af\u7b49\u306e\u5927\u624b\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3068\u9023\u643a\u3057\u305f\u6c11\u9593\u8cc7\u672c\u8abf\u9054\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7d44\u6210\u306a\u3069\u3001<\/span><span class=\"\">\u305d\u306e\u898f\u6a21\u306f\u904e\u53bb\u306b\u4f8b\u3092\u898b\u306a\u3044\u9818\u57df\uff08\u6570\u767e\u5104\u301c1,<\/span><span class=\"\">000\u5104\u30c9\u30eb\u898f\u6a21\u306e\u4fdd\u8a3c\u67a0\uff09\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"32\" class=\"\">2. \u300c\u5b9f\u9700\u300d\u304b\u300c\u67b6\u7a7a\u9700\u8981\u300d\u304b\u2014\u2014\u901a\u4fe1\u30d0\u30d6\u30eb\u5d29\u58ca\u3068\u306e\u6bd4\u8f03<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"33\"><span class=\"\">\u6279\u5224\u7684\u306a\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001<\/span><span class=\"\">\u3053\u306e\u69cb\u56f3\u3092\u300c\u81ea\u5206\u306e\u91d1\u3067\u9867\u5ba2\u306b\u81ea\u793e\u88fd\u54c1\u3092\u8cb7\u308f\u305b\u3066\u3044\u308b\u3060\u3051\u306e\u5faa\u74b0\u53d6\u5f15\uff08Circular Financing\uff09\u3067\u306f\u306a\u3044\u304b\u300d\u3068\u6307\u6458\u3057\u307e\u3059\u3002<\/span><span class=\"\">\u3053\u308c\u306f\u3001<\/span><span class=\"\">2000\u5e74\u4ee3\u521d\u982d\u306b\u8d77\u304d\u305f\u300c\u30c9\u30c3\u30c8\u30b3\u30e0\u30fb\u30d0\u30d6\u30eb\uff08\u901a\u4fe1\u30d0\u30d6\u30eb\uff09\u300d\u306e\u5d29\u58ca\u5287\u3068\u9177\u4f3c\u3057\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"34\"><span>\u5f53\u6642\u3001<\/span><span class=\"\">\u901a\u4fe1\u6a5f\u5668\u6700\u5927\u624b\u3060\u3063\u305f\u30eb\u30fc\u30bb\u30f3\u30c8\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\uff08Lucent Technologies\uff09\u3084\u30ce\u30fc\u30c6\u30eb\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u306f\u3001<\/span><span class=\"\">\u65b0\u8208\u306e\u901a\u4fe1\u30ad\u30e3\u30ea\u30a2\uff08CLEC\uff09\u306b\u5bfe\u3057\u3066\u5de8\u984d\u306e\u30d9\u30f3\u30c0\u30fc\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u3092\u884c\u3044\u3001<\/span><span class=\"\">\u81ea\u793e\u306e\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u6a5f\u5668\u3084\u4ea4\u63db\u6a5f\u3092\u58f2\u308a\u307e\u304f\u308a\u307e\u3057\u305f\u3002<\/span><span>\u3057\u304b\u3057\u3001<\/span><span class=\"\">\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306e\u9700\u8981\u7acb\u3061\u4e0a\u304c\u308a\u304c\u4e88\u60f3\u3088\u308a\u9045\u308c\u3001<\/span><span>\u65b0\u8208\u30ad\u30e3\u30ea\u30a2\u304c\u6b21\u3005\u3068\u7834\u7dbb\u3002<\/span><span>\u56de\u53ce\u4e0d\u80fd\u3068\u306a\u3063\u305f\u50b5\u6a29\u3068\u904e\u5270\u8a2d\u5099\u306e\u6e1b\u640d\u306b\u3088\u308a\u3001<\/span><span>\u30eb\u30fc\u30bb\u30f3\u30c8\u306e\u682a\u4fa1\u306f99%\u4e0b\u843d\u3057\u3001<\/span><span>\u4f1a\u793e\u306f\u4e8b\u5b9f\u4e0a\u306e\u89e3\u4f53\u3078\u3068\u8ffd\u3044\u8fbc\u307e\u308c\u307e\u3057\u305f\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"35\"><span>\u73fe\u5728\u306eAI\u30a4\u30f3\u30d5\u30e9\u30682000\u5e74\u4ee3\u306e\u901a\u4fe1\u30d0\u30d6\u30eb\u306b\u306f\u3001<\/span><span class=\"\">\u3069\u306e\u3088\u3046\u306a\u5171\u901a\u70b9\u3068\u76f8\u9055\u70b9\u304c\u3042\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/span><\/p>\n<table data-path-to-node=\"36\">\n<thead>\n<tr>\n<td><strong>\u6bd4\u8f03\u9805\u76ee<\/strong><\/td>\n<td><strong>2000\u5e74\u4ee3\u306e\u901a\u4fe1\u30d0\u30d6\u30eb\uff08\u30eb\u30fc\u30bb\u30f3\u30c8\u7b49\uff09<\/strong><\/td>\n<td><strong>\u73fe\u5728\u306eAI\u30a4\u30f3\u30d5\u30e9\uff08NVIDIA\u30fbAI\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\uff09<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><span data-path-to-node=\"36,1,0,0\"><b data-path-to-node=\"36,1,0,0\" data-index-in-node=\"0\">\u8cc7\u91d1\u5faa\u74b0\u306e\u4ed5\u7d44\u307f<\/b><\/span><\/td>\n<td><span data-path-to-node=\"36,1,1,0\">\u901a\u4fe1\u6a5f\u5668\u30e1\u30fc\u30ab\u30fc\u304c\u65b0\u8208\u30ad\u30e3\u30ea\u30a2\u306b\u878d\u8cc7\u3057\u3001\u81ea\u793e\u6a5f\u5668\u3092\u8cfc\u5165\u3055\u305b\u3066\u58f2\u4e0a\u3092\u5d69\u4e0a\u3052\u3057\u305f\u3002<\/span><\/td>\n<td><span data-path-to-node=\"36,1,2,0\">NVIDIA\u3084PE\u30d5\u30a1\u30f3\u30c9\u304c\u65b0\u8208\u30af\u30e9\u30a6\u30c9\u30fb\u958b\u767a\u4f01\u696d\u3092\u91d1\u878d\u9762\uff08\u4fdd\u8a3c\u30fb\u51fa\u8cc7\uff09\u3067\u652f\u3048\u3001GPU\u3092\u8cfc\u5165\u3055\u305b\u308b\u3002<\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"36,2,0,0\"><b data-path-to-node=\"36,2,0,0\" data-index-in-node=\"0\">\u4e3b\u8981\u9867\u5ba2\u306e\u8ca1\u52d9\u4f53\u529b<\/b><\/span><\/td>\n<td><span data-path-to-node=\"36,2,1,0\">\u8cc7\u91d1\u529b\u306e\u306a\u3044\u6ce1\u6cab\u7684\u306a\u65b0\u8208\u4f01\u696d\u3078\u306e\u4f9d\u5b58\u5ea6\u304c\u6975\u3081\u3066\u9ad8\u304b\u3063\u305f\u3002<\/span><\/td>\n<td><span data-path-to-node=\"36,2,2,0\"><b data-path-to-node=\"36,2,2,0\" data-index-in-node=\"0\">\u58f2\u4e0a\u306e\u5927\u90e8\u5206\u306f\u3001\u4e16\u754c\u6700\u5f37\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u5275\u51fa\u529b\u3092\u6301\u3064\u30e1\u30ac\u30c6\u30c3\u30af\uff08Microsoft\u3001Google\u3001Meta\u7b49\uff09\u304c\u5360\u3081\u308b\u3002<\/b><\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"36,3,0,0\"><b data-path-to-node=\"36,3,0,0\" data-index-in-node=\"0\">\u8a2d\u5099\u306e\u7a3c\u50cd\u5b9f\u614b<\/b><\/span><\/td>\n<td><span data-path-to-node=\"36,3,1,0\">\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u304c\u5730\u4e2d\u306b\u57cb\u3081\u3089\u308c\u305f\u307e\u307e\u8ab0\u306b\u3082\u4f7f\u308f\u308c\u306a\u3044\u300c\u30c0\u30fc\u30af\u30d5\u30a1\u30a4\u30d0\u30fc\u300d\u304c\u5927\u91cf\u767a\u751f\u3057\u305f\u3002<\/span><\/td>\n<td><span data-path-to-node=\"36,3,2,0\"><b data-path-to-node=\"36,3,2,0\" data-index-in-node=\"0\">\u6700\u65b0GPU\u306e\u7a3c\u50cd\u7387\u306f\u4e16\u754c\u4e2d\u3067\u6975\u3081\u3066\u9ad8\u304f\u3001\u8a08\u7b97\u8cc7\u6e90\u306e\u4e0d\u8db3\uff08\u4f9b\u7d66\u5236\u7d04\uff09\u304c\u7d9a\u3044\u3066\u3044\u308b\u3002<\/b><\/span><\/td>\n<\/tr>\n<tr>\n<td><span data-path-to-node=\"36,4,0,0\"><b data-path-to-node=\"36,4,0,0\" data-index-in-node=\"0\">\u6f5c\u5728\u7684\u30ea\u30b9\u30af<\/b><\/span><\/td>\n<td><span data-path-to-node=\"36,4,1,0\">\u30ad\u30e3\u30ea\u30a2\u306e\u9023\u9396\u7834\u7dbb\u306b\u3088\u308a\u3001\u30e1\u30fc\u30ab\u30fc\u306e\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u304c\u76f4\u63a5\u5439\u304d\u98db\u3093\u3060\u3002<\/span><\/td>\n<td><span data-path-to-node=\"36,4,2,0\"><b data-path-to-node=\"36,4,2,0\" data-index-in-node=\"0\">AI\u306e\u5546\u696d\u5316\u30fb\u30de\u30cd\u30bf\u30a4\u30ba\u304c\u9577\u671f\u306b\u308f\u305f\u308a\u9045\u5ef6\u3057\u305f\u5834\u5408\u3001\u4fdd\u8a3c\u306e\u5c65\u884c\u3084\u6295\u8cc7\u5148\u682a\u5f0f\u306e\u6e1b\u640d\u30ea\u30b9\u30af\u304c\u9855\u5728\u5316\u3059\u308b\u3002<\/b><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p dir=\"ltr\" data-path-to-node=\"37\"><span>\u3053\u306e\u3088\u3046\u306b\u3001<\/span><span class=\"\">2000\u5e74\u4ee3\u3068\u6c7a\u5b9a\u7684\u306b\u7570\u306a\u308b\u306e\u306f\u300c\u9867\u5ba2\u306e\u4e2d\u5fc3\u304c\u3001<\/span><span class=\"\">\u5e74\u9593\u6570\u767e\u5104\u30c9\u30eb\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u3059\u30e1\u30ac\u30ad\u30e3\u30c3\u30d7\uff08\u5de8\u5927\u30c6\u30c3\u30af\u4f01\u696d\uff09\u3067\u3042\u308b\u300d\u3068\u3044\u3046\u70b9\u3067\u3059\u3002<\/span><span class=\"\">\u3057\u305f\u304c\u3063\u3066\u3001<\/span><span class=\"\">\u660e\u65e5\u3059\u3050\u306b\u30d0\u30d6\u30eb\u304c\u5d29\u58ca\u3057\u3066\u9023\u9396\u5012\u7523\u304c\u8d77\u304d\u308b\u3068\u3044\u3046\u30b7\u30ca\u30ea\u30aa\u306f\u73fe\u5b9f\u7684\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"38\"><span class=\"\">\u3057\u304b\u3057\u3001<\/span><span class=\"\">\u300c\u3082\u3057AI\u30b5\u30fc\u30d3\u30b9\u306b\u3088\u308b\u58f2\u4e0a\u56de\u53ce\uff08ROI\uff09\u304c\u5e02\u5834\u306e\u671f\u5f85\u901a\u308a\u306b\u9032\u307e\u306a\u304b\u3063\u305f\u5834\u5408\u3001<\/span><span class=\"\">\u904e\u5270\u306a\u30ea\u30fc\u30b9\u4fdd\u8a3c\u3084\u6295\u8cc7\u67a0\u304c\u9006\u56de\u8ee2\u3092\u59cb\u3081\u3001<\/span><span class=\"\">NVIDIA\u81ea\u8eab\u306e\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3092\u76f4\u6483\u3059\u308b\u300d\u3068\u3044\u3046\u69cb\u9020\u7684\u306a\u30c6\u30fc\u30eb\u30ea\u30b9\u30af\u304c\u5b58\u5728\u3059\u308b\u3053\u3068\u306f\u5426\u5b9a\u3067\u304d\u306a\u3044\u4e8b\u5b9f\u3067\u3059\u3002<\/span><\/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?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 dir=\"ltr\" data-path-to-node=\"40\" class=\"\">\u7b2c3\u7ae0\uff1a\u5e02\u5834\u69cb\u9020\u306e\u5909\u5316\u2014\u2014\u300c\u5b66\u7fd2\u300d\u304b\u3089\u300c\u63a8\u8ad6\u300d\u3078\u3001\u305d\u3057\u3066\u7af6\u5408\u306e\u731b\u8ffd<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"41\"><span>NVIDIA\u306e\u72ec\u5360\u7684\u512a\u4f4d\u306b\u5bfe\u3059\u308b\u3082\u3046\u4e00\u3064\u306e\u672c\u8cea\u7684\u306a\u8105\u5a01\u306f\u3001<\/span><span class=\"\">AI\u6280\u8853\u305d\u306e\u3082\u306e\u306e\u9032\u5316\u306b\u4f34\u3046\u300c\u534a\u5c0e\u4f53\u306b\u6c42\u3081\u3089\u308c\u308b\u6027\u80fd\u306e\u8981\u4ef6\u5909\u5316\u300d\u3067\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"42\" class=\"\">1. \u30b2\u30fc\u30e0\u306e\u30eb\u30fc\u30eb\u306e\u5909\u5316\uff1a\u300c\u5b66\u7fd2\uff08Training\uff09\u300d\u304b\u3089\u300c\u63a8\u8ad6\uff08Inference\uff09\u300d\u3078<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"43\"><span class=\"\">\u3053\u308c\u307e\u3067\u306e\u6570\u5e74\u9593\u306f\u3001<\/span><span>ChatGPT\u306b\u4ee3\u8868\u3055\u308c\u308b\u3088\u3046\u306a\u8d85\u5de8\u5927\u306a\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u30e2\u30c7\u30eb\u3092\u30bc\u30ed\u304b\u3089\u4f5c\u308a\u4e0a\u3052\u308b\u300c\u5b66\u7fd2\uff08Training\uff09\u300d\u306e\u6642\u4ee3\u3067\u3057\u305f\u3002<\/span><span>\u5b66\u7fd2\u30d5\u30a7\u30fc\u30ba\u3067\u306f\u3001<\/span><span>\u81a8\u5927\u306a\u30d1\u30e9\u30e1\u30fc\u30bf\u3092\u76f8\u4e92\u306b\u540c\u671f\u3055\u305b\u306a\u304c\u3089\u4f55\u30ab\u6708\u3082\u8a08\u7b97\u3057\u7d9a\u3051\u308b\u5fc5\u8981\u304c\u3042\u308b\u305f\u3081\u3001<\/span><span>\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u6761\u4ef6\u304c\u5fc5\u9808\u3068\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"44\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"44,0,0\"><span>\u5727\u5012\u7684\u306a\u8d85\u4e26\u5217\u6f14\u7b97\u6027\u80fd<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"44,1,0\"><span>\u30c1\u30c3\u30d7\u9593\u3092\u6975\u9650\u306e\u4f4e\u9045\u5ef6\u3067\u7e4b\u3050\u8d85\u9ad8\u901f\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\uff08NVLink\uff09<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"44,2,0\"><span class=\"\">\u3069\u3093\u306a\u65b0\u3057\u3044\u6570\u5f0f\u3084\u7814\u7a76\u8ad6\u6587\u306e\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u3067\u3082\u5373\u5ea7\u306b\u5b9f\u88c5\u3067\u304d\u308b\u67d4\u8edf\u306a\u6c4e\u7528\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u74b0\u5883\uff08CUDA\uff09<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"45\"><span class=\"\">\u3053\u306e\u300c\u5b66\u7fd2\u300d\u306e\u9818\u57df\u306b\u304a\u3044\u3066\u3001<\/span><span>NVIDIA\u306eGPU\u306b\u5bfe\u6297\u3067\u304d\u308b\u4f01\u696d\u306f\u4e16\u754c\u306b\u4e8b\u5b9f\u4e0a\u5b58\u5728\u3057\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"46\"><span>\u3057\u304b\u3057\u3001<\/span><span class=\"\">\u30e2\u30c7\u30eb\u304c\u4e00\u5ea6\u5b8c\u6210\u3057\u3001<\/span><span class=\"\">\u4e16\u754c\u4e2d\u306e\u6570\u5104\u4eba\u306e\u30e6\u30fc\u30b6\u30fc\u304c\u65e5\u5e38\u7684\u306bAI\u3092\u4f7f\u3046\u3088\u3046\u306b\u306a\u308b\u3068\u3001<\/span><span>\u4e3b\u6226\u5834\u306f\u300c\u63a8\u8ad6\uff08Inference\uff09\u300d\u3078\u3068\u30b7\u30d5\u30c8\u3057\u307e\u3059\u3002<\/span><span>\u63a8\u8ad6\u3068\u306f\u3001<\/span><span>\u30e6\u30fc\u30b6\u30fc\u304c\u5165\u529b\u3057\u305f\u8cea\u554f\u306b\u5bfe\u3057\u3066AI\u304c\u7b54\u3048\u3092\u5c0e\u304d\u51fa\u3059\u51e6\u7406\u306e\u3053\u3068\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"47\"><span>\u63a8\u8ad6\u30d5\u30a7\u30fc\u30ba\u3067\u306f\u3001<\/span><span>\u6c42\u3081\u3089\u308c\u308b\u8981\u4ef6\u304c\u30ac\u30e9\u30ea\u3068\u5909\u308f\u308a\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"48\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"48,0,0\"><b data-path-to-node=\"48,0,0\" data-index-in-node=\"0\">\u6700\u91cd\u8981\u306f\u300c\u96fb\u529b\u52b9\u7387\u300d\u3068\u300c\u30b3\u30b9\u30c8\uff08TCO\uff1a\u7dcf\u4fdd\u6709\u30b3\u30b9\u30c8\uff09\u300d\uff1a<\/b><span> 1\u56de\u306e\u56de\u7b54\u3092\u51fa\u529b\u3059\u308b\u306e\u306b\u4f55\u5341\u5186\u3082\u96fb\u6c17\u4ee3\u304c\u304b\u304b\u3063\u3066\u3044\u3066\u306f\u30d3\u30b8\u30cd\u30b9\u306b\u306a\u308a\u307e\u305b\u3093\u3002<\/span><span class=\"\">\u300c\u30c8\u30fc\u30af\u30f3\u3042\u305f\u308a\u306e\u30b3\u30b9\u30c8\u300d\u3092\u3044\u304b\u306b\u4e0b\u3052\u308b\u304b\u304c\u52dd\u8ca0\u306b\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"48,1,0\"><b class=\"\" data-path-to-node=\"48,1,0\" data-index-in-node=\"0\">\u51e6\u7406\u5185\u5bb9\u304c\u5b9a\u578b\u5316\u3057\u3066\u3044\u308b\uff1a<\/b><span class=\"\"> \u5b66\u7fd2\u306e\u3088\u3046\u306b\u8907\u96d1\u3067\u4e88\u60f3\u4e0d\u80fd\u306a\u8a08\u7b97\u3092\u3059\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u305f\u3081\u3001<\/span><span>\u30c1\u30c3\u30d7\u306e\u67d4\u8edf\u6027\uff08\u6c4e\u7528\u6027\uff09\u306f\u305d\u3053\u307e\u3067\u9ad8\u304f\u306a\u304f\u3066\u3082\u69cb\u3044\u307e\u305b\u3093\u3002<\/span><\/p>\n<\/li>\n<\/ul>\n<h3 dir=\"ltr\" data-path-to-node=\"49\">2. \u30ab\u30b9\u30bf\u30e0ASIC\uff08\u81ea\u793e\u88fd\u30c1\u30c3\u30d7\uff09\u306e\u731b\u8ffd<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"50\"><span>\u3053\u3053\u3067\u53f0\u982d\u3057\u3066\u304d\u305f\u306e\u304c\u3001<\/span><span class=\"\">\u7279\u5b9a\u7528\u9014\u5411\u3051\u96c6\u7a4d\u56de\u8def\uff08ASIC\uff1a\u30a8\u30fc\u30b7\u30c3\u30af\uff09\u3067\u3059\u3002<\/span><span>\u5de8\u5927\u30c6\u30c3\u30af\u4f01\u696d\u306f\u3001<\/span><span>NVIDIA\u306e\u9ad8\u4fa1\u306a\u6c4e\u7528GPU\u3092\u8cb7\u3044\u7d9a\u3051\u308b\u306e\u3092\u3084\u3081\u3001<\/span><span>\u81ea\u793e\u306e\u63a8\u8ad6\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u7279\u5316\u3057\u305fASIC\u3092\u76f8\u6b21\u3044\u3067\u6295\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"51\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"51,0,0\"><b data-path-to-node=\"51,0,0\" data-index-in-node=\"0\">Google\uff08TPU\uff09\uff1a<\/b><span> 10\u5e74\u4ee5\u4e0a\u306e\u6b74\u53f2\u3092\u6301\u3061\u3001<\/span><span>\u6700\u65b0\u306eTPU v5\/v6\u4e16\u4ee3\u306fGemini\u306e\u5b66\u7fd2\u304b\u3089\u5927\u898f\u6a21\u63a8\u8ad6\u307e\u3067\u3092\u81ea\u524d\u3067\u9ad8\u52b9\u7387\u306b\u51e6\u7406\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"51,1,0\"><b data-path-to-node=\"51,1,0\" data-index-in-node=\"0\">Amazon \/ AWS\uff08Trainium \/ Inferentia\uff09\uff1a<\/b><span> \u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u306b\u5bfe\u3057\u3001<\/span><span>NVIDIA\u30a4\u30f3\u30b9\u30bf\u30f3\u30b9\u3088\u308a\u308240\u301c50%\u5b89\u4fa1\u306a\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u3068\u3057\u3066\u81ea\u793e\u30c1\u30c3\u30d7\u3092\u731b\u70c8\u306b\u58f2\u308a\u8fbc\u307f\u4e2d\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"51,2,0\"><b data-path-to-node=\"51,2,0\" data-index-in-node=\"0\">Microsoft\uff08Maia\uff09\uff1a<\/b><span> Azure\u306e\u57fa\u5e79\u30a4\u30f3\u30d5\u30e9\u3068\u3057\u3066\u81ea\u793e\u8a2d\u8a08\u30c1\u30c3\u30d7\u306e\u914d\u5099\u3092\u9032\u3081\u3001<\/span><span>NVIDIA\u3078\u306e\u4f9d\u5b58\u5ea6\u3092\u4f4e\u6e1b\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"51,3,0\"><b data-path-to-node=\"51,3,0\" data-index-in-node=\"0\">OpenAI \uff06 Broadcom\u9023\u5408\uff1a<\/b><span> OpenAI\u81ea\u8eab\u3082\u534a\u5c0e\u4f53\u5927\u624b\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u7b49\u3068\u7d44\u307f\u3001<\/span><span>\u81ea\u793e\u5c02\u7528\u306e\u63a8\u8ad6\u30fb\u6b21\u4e16\u4ee3\u30c1\u30c3\u30d7\u306e\u8a2d\u8a08\u3092\u672c\u683c\u5316\u3002<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"52\"><span class=\"\">\u3053\u308c\u3089\u306e\u30ab\u30b9\u30bf\u30e0ASIC\u306f\u3001<\/span><span class=\"\">\u7121\u99c4\u306a\u6a5f\u80fd\u3092\u6975\u9650\u307e\u3067\u524a\u304e\u843d\u3068\u3057\u3066\u3044\u308b\u305f\u3081\u3001<\/span><b class=\"\" data-path-to-node=\"52\" data-index-in-node=\"35\">\u300c\u7279\u5b9a\u306eAI\u30e2\u30c7\u30eb\u3092\u5b89\u304f\u3001\u7701\u96fb\u529b\u3067\u52d5\u304b\u3059\u300d\u3068\u3044\u3046\u70b9\u306b\u304a\u3044\u3066\u306f\u3001NVIDIA\u306e\u6700\u9ad8\u5cf0GPU\u3092\u51cc\u99d5\u3059\u308b\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9<\/b><span>\u3092\u767a\u63ee\u3057\u307e\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"53\" class=\"\">3. \u30e9\u30a4\u30d0\u30ebAMD\uff08Instinct MI400\u30b7\u30ea\u30fc\u30ba\uff09\u306e\u5b58\u5728\u611f<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"54\"><span class=\"\">GPU\u5e02\u5834\u3067\u9577\u5e74NVIDIA\u3068\u7af6\u3044\u5408\u3063\u3066\u304d\u305fAMD\u3082\u3001<\/span><span>\u731b\u70c8\u306a\u8ffd\u3044\u4e0a\u3052\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u3002<\/span><span> \u6700\u65b0\u306e\u300cInstinct MI400 \/ MI450\u300d\u30b7\u30ea\u30fc\u30ba\u306f\u3001<\/span><span>\u5927\u5bb9\u91cf\u30e1\u30e2\u30ea\u3068\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u74b0\u5883\uff08ROCm\uff09\u3092\u6b66\u5668\u306b\u3001<\/span><span class=\"\">Microsoft\u3084Meta\u306a\u3069\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3078\u306e\u98df\u3044\u8fbc\u307f\u3092\u7740\u5b9f\u306b\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"55\"><span>\u5de8\u5927\u30c6\u30c3\u30af\u4f01\u696d\u306b\u3068\u3063\u3066\u3001<\/span><span class=\"\">\u300cAI\u534a\u5c0e\u4f53\u306e\u8abf\u9054\u5148\u304cNVIDIA 1\u793e\u3057\u304b\u306a\u3044\u300d\u3068\u3044\u3046\u72b6\u6cc1\u306f\u3001<\/span><span class=\"\">\u4fa1\u683c\u4ea4\u6e09\u529b\u306e\u9762\u3067\u3082\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u7ba1\u7406\u306e\u9762\u3067\u3082\u6700\u60aa\u306e\u30b7\u30ca\u30ea\u30aa\u3067\u3059\u3002<\/span><span>\u305d\u306e\u305f\u3081\u3001<\/span><span>\u5404\u793e\u306f\u610f\u56f3\u7684\u306bAMD\u3092\u80b2\u3066\u3001<\/span><span>\u8abf\u9054\u30b7\u30a7\u30a2\u306e\u4e00\u90e8\u3092\u5272\u308a\u632f\u308b\u300c\u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u5316\u300d\u3092\u5f37\u529b\u306b\u63a8\u3057\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"56\"><span>\u3053\u308c\u3089\u306b\u3088\u308a\u3001<\/span><span class=\"\">\u300c\u4f55\u304b\u3089\u4f55\u307e\u3067NVIDIA\u306eGPU\u3092\u8cb7\u3046\u300d\u3068\u3044\u3046\u6642\u4ee3\u304c\u7d42\u308f\u308a\u3001<\/span><span>\u300c\u6700\u5148\u7aef\u306e\u5b66\u7fd2\u306fNVIDIA\u3060\u304c\u3001<\/span><span class=\"\">\u65e5\u3005\u306e\u63a8\u8ad6\u3084\u5b9a\u578b\u51e6\u7406\u306f\u81ea\u793eASIC\u3084AMD\u3067\u884c\u3046\u300d\u3068\u3044\u3046\u68f2\u307f\u5206\u3051\uff08\u30b7\u30a7\u30a2\u306e\u5206\u6563\uff09\u304c\u73fe\u5b9f\u306e\u3082\u306e\u3068\u306a\u308a\u3064\u3064\u3042\u308b\u306e\u3067\u3059\u3002<\/span><\/p>\n<h2 dir=\"ltr\" data-path-to-node=\"58\">\u7b2c4\u7ae0\uff1a\u305d\u308c\u3067\u3082NVIDIA\u304c\u300c\u7d76\u5bfe\u738b\u8005\u300d\u3067\u3042\u308a\u7d9a\u3051\u308b\u7406\u7531<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"59\"><span>\u7af6\u5408\u304c\u8feb\u308a\u3001<\/span><span class=\"\">\u30ac\u30d0\u30ca\u30f3\u30b9\u304c\u63fa\u308c\u3001<\/span><span>\u5faa\u74b0\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u3078\u306e\u6279\u5224\u304c\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001<\/span><span>\u306a\u305c\u4e16\u754c\u306e\u30c8\u30c3\u30d7\u30c6\u30c3\u30af\u4f01\u696d\u306f\u4eca\u306a\u304aNVIDIA\u306b\u5de8\u984d\u306e\u8cc7\u91d1\u3092\u6295\u3058\u7d9a\u3051\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/span><span>\u540c\u793e\u304c\u7bc9\u304d\u4e0a\u3052\u305f\u53c2\u5165\u969c\u58c1\u306f\u3001<\/span><span>\u4e16\u9593\u304c\u8003\u3048\u308b\u4ee5\u4e0a\u306b\u5f37\u56fa\u3067\u3001<\/span><span>\u591a\u91cd\u306b\u5f35\u308a\u5de1\u3089\u3055\u308c\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"60\">1. \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u5800\uff1a\u300cCUDA\u300d\u3068\u3044\u3046\u4e16\u754c\u5171\u901a\u8a00\u8a9e<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"61\"><span>NVIDIA\u306e\u6700\u5927\u306e\u5f37\u307f\u306f\u3001<\/span><span>\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\u305d\u306e\u3082\u306e\u3067\u306f\u306a\u304f\u3001<\/span><span>20\u5e74\u8fd1\u304f\u304b\u3051\u3066\u7bc9\u304d\u4e0a\u3052\u3066\u304d\u305f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u7d71\u5408\u958b\u767a\u74b0\u5883\u300cCUDA\uff08\u30af\u30fc\u30c0\uff09\u300d\u306b\u3042\u308a\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"62\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"62,0,0\"><b data-path-to-node=\"62,0,0\" data-index-in-node=\"0\">\u4e16\u754c\u4e2d\u306e\u958b\u767a\u8005\u304cCUDA\u3067\u80b2\u3063\u305f\uff1a<\/b><span> \u5927\u5b66\u306e\u7814\u7a76\u6240\u304b\u3089OpenAI\u306e\u6700\u524d\u7dda\u306b\u81f3\u308b\u307e\u3067\u3001<\/span><span>\u4e16\u754c\u306eAI\u7814\u7a76\u8005\u3084\u30a8\u30f3\u30b8\u30cb\u30a2\u306fCUDA\u3092\u524d\u63d0\u306b\u30b3\u30fc\u30c9\u3092\u66f8\u3044\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"62,1,0\"><b data-path-to-node=\"62,1,0\" data-index-in-node=\"0\">\u5727\u5012\u7684\u306a\u4e92\u63db\u6027\u3068\u30e9\u30a4\u30d6\u30e9\u30ea\u306e\u84c4\u7a4d\uff1a<\/b><span class=\"\"> \u65b0\u3057\u3044AI\u306e\u8ad6\u6587\u3084\u753b\u671f\u7684\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u767a\u8868\u3055\u308c\u305f\u969b\u3001<\/span><span class=\"\">\u4e16\u754c\u6700\u901f\u3067\u305d\u306e\u30b3\u30fc\u30c9\u304c\u52d5\u304d\u3001<\/span><span>\u30d0\u30b0\u306a\u304f\u6700\u9069\u5316\u3055\u308c\u308b\u306e\u306f100% NVIDIA\u306e\u74b0\u5883\u3067\u3059\u3002<\/span><span class=\"\">\u7af6\u5408\u306e\u30c1\u30c3\u30d7\uff08AMD\u3084ASIC\uff09\u3067\u52d5\u304b\u305d\u3046\u3068\u3059\u308b\u3068\u3001<\/span><span>\u30b3\u30f3\u30d1\u30a4\u30e9\u306e\u8abf\u6574\u3084\u30b3\u30fc\u30c9\u306e\u66f8\u304d\u63db\u3048\u306b\u4f55\u30ab\u6708\u3082\u306e\u30a8\u30f3\u30b8\u30cb\u30a2\u5de5\u6570\u304c\u596a\u308f\u308c\u307e\u3059\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"62,2,0\"><b class=\"\" data-path-to-node=\"62,2,0\" data-index-in-node=\"0\">\u300c\u30a8\u30f3\u30b8\u30cb\u30a2\u306e\u4eba\u4ef6\u8cbb\u300d\u3068\u3044\u3046\u96a0\u308c\u305f\u30b3\u30b9\u30c8\uff1a<\/b><span class=\"\"> \u30c1\u30c3\u30d7\u5358\u4f53\u306e\u4fa1\u683c\u304c\u534a\u984d\u3060\u3063\u305f\u3068\u3057\u3066\u3082\u3001<\/span><span>\u305d\u308c\u3092\u52d5\u304b\u3059\u305f\u3081\u306b\u5e74\u53ce\u6570\u5343\u4e07\u5186\u306e\u30c8\u30c3\u30d7AI\u30a8\u30f3\u30b8\u30cb\u30a2\u304c\u4f55\u30ab\u6708\u3082\u8db3\u6b62\u3081\u3055\u308c\u308b\u306a\u3089\u3001<\/span><span class=\"\">\u7dcf\u30b3\u30b9\u30c8\uff08TCO\uff09\u306f\u304b\u3048\u3063\u3066\u9ad8\u304f\u306a\u308a\u307e\u3059\u3002<\/span><span>\u300c\u78ba\u5b9f\u306b\u3001<\/span><span class=\"\">\u6700\u901f\u3067\u52d5\u304f\u300d\u3068\u3044\u3046\u5b89\u5fc3\u611f\u3053\u305d\u304c\u3001<\/span><span class=\"\">CUDA\u304c\u6301\u3064\u7d76\u5bfe\u7684\u306a\u5800\u3067\u3059\u3002<\/span><\/p>\n<\/li>\n<\/ul>\n<h3 dir=\"ltr\" data-path-to-node=\"63\">2. \u6226\u5834\u306e\u6b21\u5143\u8ee2\u63db\uff1a\u300c\u30c1\u30c3\u30d7\u58f2\u308a\u300d\u304b\u3089\u300cAI\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\uff08\u30e9\u30c3\u30af\u5168\u4f53\uff09\u58f2\u308a\u300d\u3078<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"64\"><span>NVIDIA\u304c\u7af6\u5408\u4ed6\u793e\u3068\u6839\u672c\u7684\u306b\u7570\u306a\u308b\u306e\u306f\u3001<\/span><span class=\"\">\u81ea\u3089\u3092\u300c\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u300d\u3067\u306f\u306a\u304f\u300c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30b7\u30b9\u30c6\u30e0\u4f01\u696d\u300d\u3068\u5b9a\u7fa9\u3057\u3066\u3044\u308b\u70b9\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"65\"><span>\u4ed6\u793e\u304c\u300c\u6f14\u7b97\u30c1\u30c3\u30d7\u5358\u4f53\u306e\u30b9\u30d4\u30fc\u30c9\u300d\u3092\u7af6\u3063\u3066\u3044\u308b\u9593\u306b\u3001<\/span><span>NVIDIA\u306f\u6226\u5834\u3092\u300c\u30e9\u30c3\u30af\u5168\u4f53\uff08AI\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\uff09\u300d\u3078\u3068\u5f15\u304d\u4e0a\u3052\u307e\u3057\u305f\u3002<\/span><span>\u6700\u65b0\u4e16\u4ee3\u306e\u30b7\u30b9\u30c6\u30e0\uff08NVL72\u306a\u3069\uff09\u3067\u306f\u3001<\/span><span>\u4ee5\u4e0b\u304c1\u3064\u306e\u5de8\u5927\u306a\u30b7\u30b9\u30c6\u30e0\u3068\u3057\u3066\u5b8c\u5168\u306b\u7d71\u5408\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"66\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"66,0,0\"><span>\u8907\u6570\u306e\u9ad8\u6027\u80fdGPU<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"66,1,0\"><span>\u81ea\u793e\u8a2d\u8a08\u306eArm\u30d9\u30fc\u30b9CPU\uff08Grace\u3001<\/span><span>\u305d\u3057\u3066\u6b21\u4e16\u4ee3\u306eVera\uff09<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"66,2,0\"><span>\u30c1\u30c3\u30d7\u9593\u3092\u5149\u901f\u3067\u7d50\u3076\u72ec\u81ea\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u30a4\u30c3\u30c1\uff08NVLink \/ Quantum InfiniBand\uff09<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"66,3,0\"><span>\u6db2\u4f53\u51b7\u5374\u914d\u7ba1\u3068\u5c02\u7528\u306e\u96fb\u6e90\u4f9b\u7d66\u30b7\u30b9\u30c6\u30e0<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"67\"><span class=\"\">\u5358\u4f53\u306e\u30c1\u30c3\u30d7\u3092\u30de\u30b6\u30fc\u30dc\u30fc\u30c9\u306b\u633f\u3059\u306e\u3067\u306f\u306a\u304f\u3001<\/span><span class=\"\">\u6570\u5341\u53f0\u306e\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u5168\u4f53\u3092\u300c1\u3064\u306e\u5de8\u5927\u306a\u4eee\u60f3GPU\u300d\u3068\u3057\u3066\u6a5f\u80fd\u3055\u305b\u308b\u6280\u8853\u306b\u304a\u3044\u3066\u3001<\/span><span class=\"\">NVIDIA\u306e\u53f3\u306b\u51fa\u308b\u4f01\u696d\u306f\u5b58\u5728\u3057\u307e\u305b\u3093\u3002<\/span><span class=\"\">\u7af6\u5408\u304c\u3044\u304f\u3089\u512a\u308c\u305f\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3092\u4f5c\u3063\u3066\u3082\u3001<\/span><span>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u898f\u6a21\u3067\u306e\u6392\u71b1\u3001<\/span><span>\u96fb\u529b\u3001<\/span><span>\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u9045\u5ef6\u306e\u58c1\u3092\u7a81\u7834\u3067\u304d\u306a\u3051\u308c\u3070\u3001<\/span><span>\u5927\u898f\u6a21\u30e2\u30c7\u30eb\u306e\u51e6\u7406\u3067\u306f\u6b6f\u304c\u7acb\u305f\u306a\u3044\u306e\u3067\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"68\">3. \u6b21\u4e16\u4ee3\u300cVera Rubin\u300d\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7834\u58ca\u529b<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"69\" id=\"p-rc_5496ed964ca4e093-980\"><span class=\"citation-5594 citation-end-5594\">Blackwell\u4e16\u4ee3\u306b\u7d9a\u304d\u3001\u5e02\u5834\u306e\u6ce8\u76ee\u306f\u6b21\u4e16\u4ee3\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cVera Rubin\uff08\u30f4\u30a7\u30e9\u30fb\u30eb\u30fc\u30d3\u30f3\uff09\u300d\u3078\u3068\u79fb\u3063\u3066\u3044\u307e\u3059\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c130611305=\"\"><sup _ngcontent-ng-c130611305=\"\" class=\"superscript\" data-turn-source-index=\"4\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c3592407879=\"\"><source-inline-chip _ngcontent-ng-c3592407879=\"\" _nghost-ng-c2346660483=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"70\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"70,0,0\" id=\"p-rc_5496ed964ca4e093-981\"><b class=\"\" data-path-to-node=\"70,0,0\" data-index-in-node=\"0\"><span class=\"citation-5593 citation-end-5593\">\u6b21\u4e16\u4ee3\u8d85\u9ad8\u901f\u30e1\u30e2\u30ea\u300cHBM4\u300d\u306e\u5168\u9762\u63a1\u7528\uff1a<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c130611305=\"\"><sup _ngcontent-ng-c130611305=\"\" class=\"superscript\" data-turn-source-index=\"5\"><\/sup><\/source-footnote><\/span><\/b><span class=\"\"> <\/span><span class=\"citation-5592 citation-end-5592\">\u5f93\u6765\u306e\u30e1\u30e2\u30ea\u5e2f\u57df\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u6253\u3061\u7834\u308bHBM4\u3092\u642d\u8f09\u3057\u3001\u30c7\u30fc\u30bf\u8ee2\u9001\u901f\u5ea6\u3092\u5287\u7684\u306b\u5f15\u304d\u4e0a\u3052\u308b\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c130611305=\"\"><sup _ngcontent-ng-c130611305=\"\" class=\"superscript\" data-turn-source-index=\"6\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c3592407879=\"\"><source-inline-chip _ngcontent-ng-c3592407879=\"\" _nghost-ng-c2346660483=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"70,1,0\"><b data-path-to-node=\"70,1,0\" data-index-in-node=\"0\">\u300cVera\u300dCPU\u3068\u306e\u8d85\u7dca\u5bc6\u306a\u7d50\u5408\uff1a<\/b><span class=\"\"> \u6f14\u7b97\u51e6\u7406\u3092\u62c5\u3046Rubin GPU\u3068\u3001<\/span><span>\u5236\u5fa1\u3092\u62c5\u3046\u6b21\u4e16\u4ee3Vera CPU\u304c\u8d85\u5e83\u5e2f\u57df\u3067\u76f4\u7d50\u3055\u308c\u3001<\/span><span>\u63a8\u8ad6\u6642\u306e\u30ec\u30a4\u30c6\u30f3\u30b7\uff08\u9045\u5ef6\uff09\u3092\u6975\u9650\u307e\u3067\u524a\u6e1b\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"70,2,0\"><b data-path-to-node=\"70,2,0\" data-index-in-node=\"0\">\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u578bAI\u3078\u306e\u6700\u9069\u5316\uff1a<\/b><span class=\"\"> \u4eba\u9593\u306e\u6307\u793a\u3092\u5f85\u3064\u3060\u3051\u3067\u306a\u304f\u3001<\/span><span>\u81ea\u5f8b\u7684\u306b\u601d\u8003\u3057\u3066\u8907\u6570\u306e\u30c4\u30fc\u30eb\u3092\u4f7f\u3044\u3053\u306a\u3059\u300cAgentic AI\uff08\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u578bAI\uff09\u300d\u306e\u81a8\u5927\u306a\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u51e6\u7406\u306b\u5bfe\u5fdc\u3002<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"71\"><span class=\"\">NVIDIA\u306f\u3001<\/span><span class=\"\">\u81ea\u3089\u300c1\u5e74\u3054\u3068\u306e\u65b0\u4e16\u4ee3\u6295\u5165\u300d\u3068\u3044\u3046\u51c4\u307e\u3058\u3044\u88fd\u54c1\u958b\u767a\u30b5\u30a4\u30af\u30eb\u3092\u8ab2\u3057\u3066\u3044\u307e\u3059\u3002<\/span><span class=\"\">\u7af6\u5408\u304c2\u5e74\u304b\u3051\u3066\u524d\u4e16\u4ee3\u306b\u8ffd\u3044\u3064\u3044\u305f\u77ac\u9593\u306b\u306f\u3001<\/span><span>\u3059\u3067\u306b\u6b21\u5143\u306e\u7570\u306a\u308b\u6b21\u4e16\u4ee3\u6a5f\u3092\u5e02\u5834\u306b\u6295\u5165\u3057\u3066\u3044\u308b\u305f\u3081\u3001<\/span><span>\u6280\u8853\u7684\u306a\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u5b9f\u8cea\u7684\u306b\u7e2e\u307e\u3089\u306a\u3044\u69cb\u9020\u3092\u4f5c\u308a\u51fa\u3057\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"72\">4. \u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u7269\u7406\u7684\u72ec\u5360<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"73\" id=\"p-rc_5496ed964ca4e093-982\"><span class=\"citation-5591 citation-end-5591\">\u6700\u5148\u7aef\u534a\u5c0e\u4f53\u3092\u4f5c\u308b\u306b\u306f\u3001\u53f0\u6e7eTSMC\u306e\u6700\u5148\u7aef\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\uff083nm\/2nm\uff09\u3068\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6280\u8853\uff08CoWoS\uff09\u3001\u305d\u3057\u3066SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3001\u30b5\u30e0\u30b9\u30f3\u96fb\u5b50\u3001\u30de\u30a4\u30af\u30ed\u30f3\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u304c\u88fd\u9020\u3059\u308b\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff08HBM\uff09\u304c\u7d76\u5bfe\u306b\u6b20\u304b\u305b\u307e\u305b\u3093\u3002<source-footnote ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c130611305=\"\"><sup _ngcontent-ng-c130611305=\"\" class=\"superscript\" data-turn-source-index=\"7\"><\/sup><\/source-footnote><\/span><sources-carousel-inline ng-version=\"0.0.0-PLACEHOLDER\" _nghost-ng-c3592407879=\"\"><source-inline-chip _ngcontent-ng-c3592407879=\"\" _nghost-ng-c2346660483=\"\" class=\"ng-star-inserted\"><\/source-inline-chip><\/sources-carousel-inline><\/p>\n<p dir=\"ltr\" data-path-to-node=\"74\"><span>NVIDIA\u306f\u3001<\/span><span class=\"\">\u5e74\u9593\u6570\u5146\u5186\u898f\u6a21\u306b\u9054\u3059\u308b\u5727\u5012\u7684\u306a\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3068\u5148\u884c\u4e88\u7d04\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u6d3b\u7528\u3057\u3001<\/span><b class=\"\" data-path-to-node=\"74\" data-index-in-node=\"51\">TSMC\u306e\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u67a0\u3084\u30e1\u30e2\u30ea\u30e1\u30fc\u30ab\u30fc\u5404\u793e\u306eHBM\u751f\u7523\u30e9\u30a4\u30f3\u3092\u6570\u5e74\u5148\u307e\u3067\u5927\u91cf\u306b\u8cb7\u3044\u5360\u3081\u3066\u3044\u307e\u3059\u3002<\/b><span class=\"\"> \u7af6\u5408\u4ed6\u793e\u304c\u3069\u308c\u307b\u3069\u512a\u308c\u305f\u8a2d\u8a08\u56f3\u3092\u63cf\u3044\u305f\u3068\u3057\u3066\u3082\u3001<\/span><span>\u88fd\u9020\u30e9\u30a4\u30f3\u306e\u7269\u7406\u7684\u306a\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u3092NVIDIA\u306b\u62bc\u3055\u3048\u3089\u308c\u3066\u3044\u308b\u305f\u3081\u3001<\/span><span>\u7269\u7406\u7684\u306b\u5927\u91cf\u751f\u7523\u3057\u3066\u5e02\u5834\u306b\u4f9b\u7d66\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u56f0\u96e3\u306a\u306e\u3067\u3059\u3002<\/span><\/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=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 dir=\"ltr\" data-path-to-node=\"76\" class=\"\">\u7b2c5\u7ae0\uff1a\u696d\u754c\u512a\u4f4d\u306e\u300c\u771f\u5b9f\u300d\u2014\u2014\u7d42\u308f\u3063\u305f\u306e\u304b\u3001\u5909\u308f\u3063\u305f\u306e\u304b<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"77\"><span>\u3053\u3053\u307e\u3067\u306e\u5206\u6790\u3092\u7d71\u5408\u3059\u308b\u3068\u3001<\/span><span class=\"\">\u5192\u982d\u306e\u554f\u3044\u306b\u5bfe\u3059\u308b\u7d50\u8ad6\u306f\u6975\u3081\u3066\u660e\u5feb\u306b\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"78\">\u7d50\u8ad6\uff1a\u300c\u72ec\u5360\u306e\u5d29\u58ca\u300d\u3067\u306f\u306a\u304f\u3001\u300c\u5f79\u5272\u306e\u5206\u5316\uff08\u30de\u30eb\u30c1\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u5316\uff09\u300d<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"79\"><span>NVIDIA\u306e\u696d\u754c\u512a\u4f4d\u304c\u300c\u7d42\u308f\u3063\u305f\uff08\u6557\u5317\u3057\u305f\uff09\u300d\u3068\u3044\u3046\u8a00\u8aac\u306f\u3001<\/span><b data-path-to-node=\"79\" data-index-in-node=\"31\">\u5b8c\u5168\u306a\u4e8b\u5b9f\u8aa4\u8a8d\u30fb\u8a87\u5f35<\/b><span>\u3067\u3059\u3002<\/span><span>\u4e16\u754c\u6700\u5f37\u306e\u8a08\u7b97\u80fd\u529b\u3001<\/span><span>\u5f37\u56fa\u306aCUDA\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3001<\/span><span>\u30e9\u30c3\u30af\u30ec\u30d9\u30eb\u306e\u5782\u76f4\u7d71\u5408\u3001<\/span><span>\u305d\u3057\u3066\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u652f\u914d\u529b\u306b\u3088\u308a\u3001<\/span><span>NVIDIA\u304cAI\u6642\u4ee3\u306e\u6700\u91cd\u8981\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3067\u3042\u308b\u4e8b\u5b9f\u306f\u4eca\u5f8c\u3082\u63fa\u3089\u304e\u307e\u305b\u3093\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"80\"><span>\u305f\u3060\u3057\u3001<\/span><b class=\"\" data-path-to-node=\"80\" data-index-in-node=\"4\">\u300c\u3042\u3089\u3086\u308bAI\u8a08\u7b97\u3092NVIDIA 1\u793e\u304c\u72ec\u5360\u3057\u3001\u7c97\u5229\u738775%\u3067\u7121\u9650\u306b\u6210\u9577\u3057\u7d9a\u3051\u308b\u30dc\u30fc\u30ca\u30b9\u30b9\u30c6\u30fc\u30b8\u300d\u306f\u78ba\u5b9f\u306b\u7d42\u308f\u308a\u3092\u544a\u3052\u307e\u3057\u305f\u3002<\/b><\/p>\n<p dir=\"ltr\" data-path-to-node=\"81\"><span class=\"\">\u4eca\u5f8c\u306e\u5e02\u5834\u69cb\u9020\u306f\u3001<\/span><span class=\"\">\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u300c\u4e8c\u5c64\u69cb\u9020\uff08\u68f2\u307f\u5206\u3051\uff09\u300d\u3078\u3068\u4e0d\u53ef\u9006\u7684\u306b\u5909\u5316\u3057\u3066\u3044\u304d\u307e\u3059\u3002<\/span><\/p>\n<p><response-element class=\"no-md md-has-block-component\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c491584047=\"\" class=\"ng-tns-c491584047-491 enable-luminous-code-block ng-star-inserted\"><\/code-block><\/response-element><\/p>\n<div _ngcontent-ng-c491584047=\"\" class=\"code-block ng-tns-c491584047-491 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:W1sicl81ZjJiYTFjNTkxYWM0NjA2IiwiY19iZGJhMWYzNmUxYjc3ZTVjIixudWxsLCJyY181NDk2ZWQ5NjRjYTRlMDkzIixudWxsLG51bGwsImVuIixudWxsLDEsbnVsbCxudWxsLDAsMF1d\">\n<div _ngcontent-ng-c491584047=\"\" class=\"formatted-code-block-internal-container ng-tns-c491584047-491\">\n<div _ngcontent-ng-c491584047=\"\" class=\"animated-opacity ng-tns-c491584047-491\">\n<pre _ngcontent-ng-c491584047=\"\" class=\"ng-tns-c491584047-491\"><code _ngcontent-ng-c491584047=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c491584047-491 no-decoration-radius\">\u3010\u5e02\u5834\u306e\u4e8c\u5c64\u69cb\u9020\u5316\u3011\r\n\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u2460 \u6700\u5148\u7aef\u306e\u5b66\u7fd2 \uff06 \u8907\u96d1\u306a\u81ea\u5f8b\u578b\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u51e6\u7406          \u2502\r\n\u2502    \u25b6 \u4e3b\u5f79\uff1aNVIDIA\uff08Vera Rubin \/ Blackwell\uff09              \u2502\r\n\u2502    \u30fb\u5727\u5012\u7684\u306a\u4e26\u5217\u51e6\u7406\u3001CUDA\u8cc7\u7523\u3001\u30e9\u30c3\u30af\u7d71\u5408\u304c\u4e0d\u53ef\u6b20      \u2502\r\n\u2502    \u30fb\u5e02\u5834\u30b7\u30a7\u30a2\uff1a70\u301c80%\u524d\u5f8c\u306e\u9ad8\u6c34\u6e96\u3092\u7dad\u6301               \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n                            \u25b2\r\n                            \u2502 \u68f2\u307f\u5206\u3051\u30fb\u4f75\u7528\r\n                            \u25bc\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u2461 \u5de8\u5927\u30c6\u30c3\u30af\u306e\u81ea\u793e\u30b5\u30fc\u30d3\u30b9\u63a8\u8ad6 \uff06 \u5b9a\u578b\u306e\u30d0\u30c3\u30c1\u51e6\u7406       \u2502\r\n\u2502    \u25b6 \u4e3b\u5f79\uff1a\u30ab\u30b9\u30bf\u30e0ASIC\uff08Google TPU, AWS Trainium\u7b49\uff09    \u2502\r\n\u2502            \uff0b AMD Instinct\uff08\u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u8abf\u9054\u67a0\uff09       \u2502\r\n\u2502    \u30fb\u96fb\u529b\u52b9\u7387\u3001TCO\uff08\u30b3\u30b9\u30c8\u524a\u6e1b\uff09\u3001\u8131NVIDIA\u30ea\u30b9\u30af\u5206\u6563     \u2502\r\n\u2502    \u30fb\u5e02\u5834\u30b7\u30a7\u30a2\uff1a\u6025\u901f\u306b\u62e1\u5927\u3057\u3001NVIDIA\u306e\u30d1\u30a4\u3092\u4fb5\u98df        \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n<\/code><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p dir=\"ltr\" data-path-to-node=\"83\"><span class=\"\">NVIDIA\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306f\u3001<\/span><span class=\"\">\u5f93\u6765\u306e90%\u8d85\u3068\u3044\u3046\u7570\u5e38\u306a\u72ec\u5360\u72b6\u614b\u304b\u3089\u3001<\/span><span class=\"\">\u6570\u5e74\u3092\u304b\u3051\u306660\u301c70%\u7a0b\u5ea6\u3078\u3068\u7de9\u3084\u304b\u306b\u8edf\u7740\u9678\uff08\u6b63\u5e38\u5316\uff09\u3057\u3066\u3044\u304f\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3067\u3057\u3087\u3046\u3002<\/span><span class=\"\">\u3057\u304b\u3057\u3001<\/span><span class=\"\">AI\u30a4\u30f3\u30d5\u30e9\u5e02\u5834\u5168\u4f53\u306e\u30d1\u30a4\u81ea\u4f53\u304c\u5e74\u7387\u6570\u5341%\u3067\u7206\u767a\u7684\u306b\u62e1\u5927\u3057\u3066\u3044\u308b\u305f\u3081\u3001<\/span><span>\u30b7\u30a7\u30a2\u304c\u6570\u5272\u843d\u3061\u305f\u3068\u3057\u3066\u3082\u3001<\/span><span class=\"\">\u540c\u793e\u306e\u58f2\u4e0a\u9ad8\u3084\u5229\u76ca\u306e\u5b9f\u984d\u306f\u9ad8\u6c34\u6e96\u3092\u7dad\u6301\u3057\u7d9a\u3051\u308b\u516c\u7b97\u304c\u5927\u304d\u3044\u3068\u8a00\u3048\u307e\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"84\"><span>\u300c\u738b\u5ea7\u9665\u843d\u300d\u3067\u306f\u306a\u304f\u3001<\/span><span class=\"\">\u300c\u7d76\u5bfe\u5c02\u5236\u541b\u4e3b\u304b\u3089\u3001<\/span><span class=\"\">\u591a\u69d8\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u675f\u306d\u308b\u7b46\u982d\u76df\u4e3b\u3078\u306e\u5909\u5316\u300d\u3053\u305d\u304c\u3001<\/span><span>NVIDIA\u3092\u53d6\u308a\u5dfb\u304f\u74b0\u5883\u306e\u771f\u306e\u5b9f\u614b\u3067\u3059\u3002<\/span><\/p>\n<h2 dir=\"ltr\" data-path-to-node=\"86\" class=\"\">\u7b2c6\u7ae0\uff1a\u4e0d\u78ba\u5b9f\u306a\u6642\u4ee3\u3092\u751f\u304d\u629c\u304f\u300c\u6295\u8cc7\u30fb\u91d1\u878d\u77e5\u8b58\u300d\u306e\u6c7a\u5b9a\u7684\u306a\u91cd\u8981\u6027<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"87\"><span>NVIDIA\u3092\u5de1\u308b\u4e00\u9023\u306e\u30c9\u30e9\u30de\u306f\u3001<\/span><span>\u5358\u306a\u308b1\u4f01\u696d\u306e\u30cb\u30e5\u30fc\u30b9\u306b\u3068\u3069\u307e\u308a\u307e\u305b\u3093\u3002<\/span><span>\u73fe\u4ee3\u306e\u8cc7\u672c\u4e3b\u7fa9\u3001<\/span><span>\u30b0\u30ed\u30fc\u30d0\u30eb\u7d4c\u6e08\u3001<\/span><span>\u305d\u3057\u3066\u500b\u4eba\u6295\u8cc7\u5bb6\u304c\u76f4\u9762\u3059\u308b\u300c\u60c5\u5831\u306e\u8352\u6ce2\u300d\u306e\u672c\u8cea\u3092\u51dd\u7e2e\u3057\u305f\u6559\u79d1\u66f8\u306e\u3088\u3046\u306a\u4e8b\u4f8b\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"88\"><span>\u6700\u5f8c\u306b\u3001<\/span><span>\u306a\u305c\u79c1\u305f\u3061\u4e00\u4eba\u3072\u3068\u308a\u304c<\/span><b data-path-to-node=\"88\" data-index-in-node=\"15\">\u4f53\u7cfb\u7684\u306a\u6295\u8cc7\u77e5\u8b58\u3068\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc<\/b><span>\u3092\u8eab\u306b\u3064\u3051\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u304b\u3001<\/span><span>\u305d\u306e\u91cd\u8981\u6027\u30924\u3064\u306e\u8996\u70b9\u304b\u3089\u89e3\u8aac\u3057\u307e\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"89\">1. \u300c\u611f\u60c5\u7684\u306a\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\u300d\u306b\u632f\u308a\u56de\u3055\u308c\u306a\u3044\u601d\u8003\u306e\u8ef8<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"90\"><span>\u30e1\u30c7\u30a3\u30a2\u3084SNS\u306e\u898b\u51fa\u3057\uff08\u30d8\u30c3\u30c9\u30e9\u30a4\u30f3\uff09\u306f\u3001<\/span><span>\u4eba\u3005\u306e\u6050\u6016\u3084\u8208\u596e\u3092\u717d\u308b\u3088\u3046\u306b\u4f5c\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"91\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"91,0,0\"><span>\u682a\u4fa1\u304c\u4e0a\u304c\u308c\u3070\u300c\u4eba\u985e\u53f2\u4e0a\u6700\u5f37\u306e\u4f01\u696d\u3001<\/span><span>AI\u30d0\u30d6\u30eb\u306f\u6c38\u9060\u306b\u7d9a\u304f\u300d\u3068\u6301\u3061\u4e0a\u3052\u308b\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"91,1,0\"><span>\u30b9\u30ad\u30e3\u30f3\u30c0\u30eb\u3084\u682a\u4fa1\u8abf\u6574\u304c\u8d77\u304d\u308c\u3070\u300cNVIDIA\u306e\u512a\u4f4d\u306f\u7d42\u308f\u3063\u305f\u3001<\/span><span>\u30d0\u30d6\u30eb\u5d29\u58ca\u300d\u3068\u717d\u308a\u7acb\u3066\u308b\u3002<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"92\"><span>\u91d1\u878d\u3084\u30d3\u30b8\u30cd\u30b9\u306e\u69cb\u9020\u3092\u7406\u89e3\u3057\u3066\u3044\u306a\u3044\u521d\u5fc3\u8005\u306f\u3001<\/span><span class=\"\">\u3053\u3046\u3057\u305f\u30cb\u30e5\u30fc\u30b9\u306b\u611f\u60c5\u3092\u63fa\u3055\u3076\u3089\u308c\u3001<\/span><span>\u300c\u9ad8\u5024\u3067\u71b1\u72c2\u3057\u3066\u98db\u3073\u3064\u304d\u3001<\/span><span>\u5e95\u5024\u306e\u30d1\u30cb\u30c3\u30af\u3067\u6295\u3052\u58f2\u308a\u3059\u308b\u300d\u3068\u3044\u3046\u5178\u578b\u7684\u306a\u5931\u6557\u3092\u7e70\u308a\u8fd4\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"93\"><span>\u3057\u304b\u3057\u3001<\/span><span>\u4f01\u696d\u306e\u8ca1\u52d9\u8af8\u8868\uff08\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3001<\/span><span>\u7c97\u5229\u7387\u3001<\/span><span class=\"\">\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff09\u3001<\/span><span>\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff08TSMC\u306eCoWoS\u67a0\u3084HBM\u4f9b\u7d66\uff09\u3001<\/span><span>\u7af6\u5408\u3068\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u9055\u3044\uff08\u6c4e\u7528GPU vs ASIC\uff09\u3092\u8ad6\u7406\u7684\u306b\u7406\u89e3\u3057\u3066\u3044\u308c\u3070\u3001<\/span><span class=\"\">\u611f\u60c5\u306b\u6d41\u3055\u308c\u305a\u300c\u3044\u307e\u4f55\u304c\u30ce\u30a4\u30ba\u3067\u3001<\/span><span>\u4f55\u304c\u672c\u8cea\u7684\u306a\u69cb\u9020\u5909\u5316\u306a\u306e\u304b\u300d\u3092\u51b7\u9759\u306b\u898b\u6975\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"94\">2. \u300c\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3068\u8cc7\u672c\u5faa\u74b0\u300d\u3092\u8907\u773c\u7684\u306b\u6349\u3048\u308b\u529b<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"95\"><span>\u7b2c2\u7ae0\u3067\u89e3\u8aac\u3057\u305f\u300c\u30d9\u30f3\u30c0\u30fc\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u300d\u306e\u3088\u3046\u306b\u3001<\/span><span class=\"\">\u73fe\u4ee3\u306e\u5de8\u5927\u30c6\u30c3\u30af\u4f01\u696d\u306e\u6210\u9577\u306f\u3001<\/span><span>\u7d14\u7c8b\u306a\u6280\u8853\u958b\u767a\u3060\u3051\u3067\u306a\u304f\u3001<\/span><span>\u6d17\u7df4\u3055\u308c\u305f\uff08\u6642\u306b\u4e0d\u900f\u660e\u306a\uff09<\/span><b data-path-to-node=\"95\" data-index-in-node=\"66\">\u91d1\u878d\u5de5\u5b66\u3084\u5de8\u984d\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u30b9\u30ad\u30fc\u30e0<\/b><span>\u3068\u8868\u88cf\u4e00\u4f53\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"96\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"96,0,0\"><span>\u8868\u9762\u4e0a\u306e\u58f2\u4e0a\u9ad8\u306e\u6025\u5897\u3060\u3051\u3092\u898b\u3066\u300c\u3059\u3054\u3044\u300d\u3068\u76f2\u4fe1\u3059\u308b\u4eba\u3002<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"96,1,0\"><span class=\"\">\u305d\u306e\u58f2\u4e0a\u306e\u88cf\u306b\u3042\u308b\u300c\u9867\u5ba2\u3078\u306e\u4fdd\u8a3c\u67a0\u300d\u300c\u51fa\u8cc7\u306e\u5faa\u74b0\u300d\u300c\u5c06\u6765\u306e\u5f15\u304d\u5f53\u3066\u30ea\u30b9\u30af\u300d\u307e\u3067\u8aad\u307f\u89e3\u3051\u308b\u4eba\u3002<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"97\"><span class=\"\">\u4e21\u8005\u306e\u9593\u306b\u306f\u3001<\/span><span class=\"\">\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u81f4\u547d\u7684\u306a\u60c5\u5831\u683c\u5dee\u304c\u5b58\u5728\u3057\u307e\u3059\u3002<\/span><span class=\"\">\u91d1\u878d\u77e5\u8b58\u3092\u6301\u3064\u3068\u3044\u3046\u3053\u3068\u306f\u3001<\/span><span class=\"\">\u4f01\u696d\u304c\u767a\u8868\u3059\u308b\u300c\u304d\u3089\u3073\u3084\u304b\u306a\u6570\u5b57\u306e\u88cf\u5074\u306b\u3042\u308b\u30ea\u30b9\u30af\u300d\u3092\u81ea\u5206\u306e\u982d\u3067\u691c\u8a3c\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"98\" class=\"\">3. \u5730\u653f\u5b66\uff08\u56fd\u5bb6\u306e\u5229\u5bb3\uff09\u3068\u30ac\u30d0\u30ca\u30f3\u30b9\u304c\u682a\u4fa1\u3092\u6c7a\u3081\u308b\u6642\u4ee3\u306e\u5230\u6765<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"99\"><span class=\"\">\u304b\u3064\u3066\u306e\u3088\u3046\u306b\u300c\u826f\u3044\u30e2\u30ce\u3092\u5b89\u304f\u4f5c\u308c\u3070\u52dd\u3066\u308b\u300d\u6642\u4ee3\u306f\u7d42\u308f\u308a\u307e\u3057\u305f\u3002<\/span><span>\u73fe\u5728\u3001<\/span><span>\u6700\u5148\u7aef\u534a\u5c0e\u4f53\u306f\u77f3\u6cb9\u3084\u6838\u5175\u5668\u3068\u540c\u3058\u300c\u56fd\u5bb6\u306e\u5b89\u5168\u4fdd\u969c\u7269\u8cc7\u300d\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"100\"><span>\u7c73\u4e2d\u5bfe\u7acb\u3001<\/span><span class=\"\">\u8f38\u51fa\u7ba1\u7406\u898f\u5236\u3001<\/span><span class=\"\">\u53f0\u6e7e\u6709\u4e8b\u30ea\u30b9\u30af\u3001<\/span><span class=\"\">\u305d\u3057\u3066\u7d4c\u55b6\u9663\u306e\u500b\u4eba\u7684\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30ea\u30b9\u30af\u306b\u81f3\u308b\u307e\u3067\u3001<\/span><span class=\"\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u3078\u306e\u6295\u8cc7\u306f\u5e38\u306b\u5730\u653f\u5b66\u30ea\u30b9\u30af\u3068\u96a3\u308a\u5408\u308f\u305b\u3067\u3059\u3002<\/span><span> \u300c\u306a\u305c\u7c73\u8b70\u4f1a\u306f\u7279\u5b9a\u306e\u4f01\u696d\u5e79\u90e8\u3092\u554f\u984c\u8996\u3059\u308b\u306e\u304b\u300d\u300c\u306a\u305c\u8f38\u51fa\u898f\u5236\u306e\u8fc2\u56de\u30eb\u30fc\u30c8\u304c\u53b3\u3057\u304f\u76e3\u8996\u3055\u308c\u308b\u306e\u304b\u300d\u3068\u3044\u3063\u305f\u56fd\u969b\u653f\u6cbb\u30fb\u901a\u5546\u30eb\u30fc\u30eb\u306e\u57fa\u790e\u77e5\u8b58\u304c\u306a\u3051\u308c\u3070\u3001<\/span><span class=\"\">\u7a81\u7136\u306e\u898f\u5236\u767a\u8868\u3084\u653f\u6cbb\u30ea\u30b9\u30af\u306b\u3088\u308b\u682a\u4fa1\u6025\u843d\u306e\u7406\u7531\u3059\u3089\u7406\u89e3\u3067\u304d\u306a\u304f\u306a\u3063\u3066\u3057\u307e\u3044\u307e\u3059\u3002<\/span><\/p>\n<h3 dir=\"ltr\" data-path-to-node=\"101\">4. \u500b\u4eba\u306e\u8cc7\u7523\u5f62\u6210\u306b\u304a\u3051\u308b\u300c\u5206\u6563\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u601d\u8003\u300d<\/h3>\n<p dir=\"ltr\" data-path-to-node=\"102\"><span>\u3069\u308c\u307b\u3069NVIDIA\u304c\u512a\u308c\u305f\u4f01\u696d\u3067\u3042\u3063\u3066\u3082\u3001<\/span><span>\u81ea\u3089\u306e\u8cc7\u7523\u306e\u5927\u90e8\u5206\u30921\u3064\u306e\u9298\u67c4\u306b\u96c6\u4e2d\u3055\u305b\u308b\u3053\u3068\u306f\u6975\u3081\u3066\u5371\u967a\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"103\"><span>\u672c\u7a3f\u3067\u898b\u3066\u304d\u305f\u901a\u308a\u3001<\/span><span>\u3069\u308c\u307b\u3069\u76e4\u77f3\u306b\u898b\u3048\u308b\u5e1d\u56fd\u3067\u3042\u3063\u3066\u3082\u3001<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"104\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"104,0,0\"><span>\u7d4c\u55b6\u30c8\u30c3\u30d7\u306e\u7a81\u767a\u7684\u306a\u30b9\u30ad\u30e3\u30f3\u30c0\u30eb<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"104,1,0\"><span>\u8f38\u51fa\u898f\u5236\u306e\u7a81\u7136\u306e\u5909\u66f4<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"104,2,0\"><span>\u9867\u5ba2\u306b\u3088\u308b\u5185\u88fd\u5316\u306e\u52a0\u901f<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"104,3,0\"><span>\u696d\u754c\u5168\u4f53\u306e\u5faa\u74b0\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u306e\u5dfb\u304d\u623b\u3057<\/span><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"105\"><span>\u3068\u3044\u3063\u305f\u3001<\/span><span class=\"\">\u500b\u3005\u306e\u4f01\u696d\u52aa\u529b\u3067\u306f\u5b8c\u5168\u306b\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3067\u304d\u306a\u3044\u4e0d\u78ba\u5b9f\u6027\u306b\u5e38\u306b\u6652\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"106\"><span>\u771f\u306e\u91d1\u878d\u30ea\u30c6\u30e9\u30b7\u30fc\u3068\u306f\u3001<\/span><span>\u300c\u6b21\u306eNVIDIA\u3092\u5f53\u3066\u3066\u4e00\u652b\u5343\u91d1\u3092\u72d9\u3046\u3053\u3068\u300d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"107\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"107,0,0\"><span>\u4e16\u754c\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u679c\u5b9f\uff08\u682a\u5f0f\u5e02\u5834\u5168\u4f53\u306e\u6210\u9577\uff09\u3092\u4eab\u53d7\u3057\u3064\u3064<\/span><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"107,1,0\"><span>\u5358\u4e00\u4f01\u696d\u306e\u7834\u7dbb\u3084\u7a81\u767a\u7684\u306a\u4e8b\u6545\u3067\u8cc7\u7523\u3092\u5931\u308f\u306a\u3044\u3088\u3046\u306b\u3001<\/span><b data-path-to-node=\"107,1,0\" data-index-in-node=\"26\">\u5e45\u5e83\u3044\u30bb\u30af\u30bf\u30fc\u3001\u5730\u57df\u3001\u30a2\u30bb\u30c3\u30c8\u30af\u30e9\u30b9\uff08\u50b5\u5238\u30fb\u682a\u5f0f\u30fb\u5b9f\u7269\u8cc7\u7523\u7b49\uff09\u3078\u9069\u5207\u306b\u5206\u6563\u3057\u3001\u30ea\u30b9\u30af\u3092\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u3059\u308b\u3053\u3068<\/b><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"108\"><span class=\"\">\u3053\u308c\u3053\u305d\u304c\u3001<\/span><span class=\"\">\u8cc7\u672c\u4e3b\u7fa9\u7d4c\u6e08\u306e\u4e2d\u3067\u81ea\u3089\u306e\u5927\u5207\u306a\u8cc7\u7523\u3092\u5b88\u308a\u3001<\/span><span class=\"\">\u7740\u5b9f\u306b\u80b2\u3066\u3066\u3044\u304f\u305f\u3081\u306e\u552f\u4e00\u7121\u4e8c\u306e\u7f85\u91dd\u76e4\u3068\u306a\u308a\u307e\u3059\u3002<\/span><\/p>\n<h2 dir=\"ltr\" data-path-to-node=\"110\" class=\"\">\u7d50\u3073\uff1a\u30ce\u30a4\u30ba\u3092\u524a\u304e\u843d\u3068\u3057\u3001\u672c\u8cea\u3092\u898b\u636e\u3048\u308b\u76ee\u3092\u6301\u3068\u3046<\/h2>\n<p dir=\"ltr\" data-path-to-node=\"111\"><span class=\"\">NVIDIA\u3092\u53d6\u308a\u5dfb\u304f\u74b0\u5883\u306f\u3001<\/span><span class=\"\">\u3053\u308c\u304b\u3089\u3082\u76ee\u307e\u3050\u308b\u3057\u304f\u5909\u5316\u3057\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002<\/span><span>\u6b21\u4e16\u4ee3\u30c1\u30c3\u30d7\u300cVera Rubin\u300d\u306e\u767b\u5834\u306b\u4e16\u754c\u304c\u6cb8\u304d\u7acb\u3064\u65e5\u3082\u3042\u308c\u3070\u3001<\/span><span class=\"\">\u7c73\u8b70\u4f1a\u306e\u516c\u8074\u4f1a\u3084\u898f\u5236\u5f37\u5316\u306e\u30cb\u30e5\u30fc\u30b9\u3067\u5e02\u5834\u304c\u30d1\u30cb\u30c3\u30af\u306b\u9665\u308b\u65e5\u3082\u3042\u308b\u306f\u305a\u3067\u3059\u3002<\/span><\/p>\n<p dir=\"ltr\" data-path-to-node=\"112\"><span class=\"\">\u3057\u304b\u3057\u3001<\/span><span>\u3053\u3053\u307e\u3067\u4f53\u7cfb\u7684\u306b\u898b\u3066\u304d\u305f\u7686\u3055\u3093\u306a\u3089\u3001<\/span><span>\u3082\u3046\u5358\u7d14\u306a\u300c\u52dd\u3061\u7d44\u30fb\u8ca0\u3051\u7d44\u300d\u306e\u4e8c\u5143\u8ad6\u3084\u3001<\/span><span class=\"\">\u77ed\u671f\u7684\u306a\u5642\u8a71\u306b\u60d1\u308f\u3055\u308c\u308b\u3053\u3068\u306f\u306a\u3044\u306f\u305a\u3067\u3059\u3002<\/span><\/p>\n<ul dir=\"ltr\" data-path-to-node=\"113\">\n<li>\n<p dir=\"ltr\" data-path-to-node=\"113,0,0\"><b data-path-to-node=\"113,0,0\" data-index-in-node=\"0\">\u6280\u8853\u306e\u9032\u5316\uff08GPU\u304b\u3089\u30e9\u30c3\u30af\u30b7\u30b9\u30c6\u30e0\u3078\u3001\u5b66\u7fd2\u304b\u3089\u63a8\u8ad6\u3078\uff09<\/b><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"113,1,0\"><b data-path-to-node=\"113,1,0\" data-index-in-node=\"0\">\u8cc7\u91d1\u306e\u6d41\u308c\uff08\u5de8\u5927\u30c6\u30c3\u30af\u306eCAPEX\u3068\u30a4\u30f3\u30d5\u30e9\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\uff09<\/b><\/p>\n<\/li>\n<li>\n<p dir=\"ltr\" data-path-to-node=\"113,2,0\"><b data-path-to-node=\"113,2,0\" data-index-in-node=\"0\">\u5730\u653f\u5b66\u7684\u529b\u5b66\uff08\u7c73\u4e2d\u5bfe\u7acb\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u9632\u885b\uff09<\/b><\/p>\n<\/li>\n<\/ul>\n<p dir=\"ltr\" data-path-to-node=\"114\"><span>\u3053\u306e3\u3064\u306e\u8996\u5ea7\u3092\u6301\u3061\u3001<\/span><span class=\"\">\u51b7\u9759\u306b\u73fe\u5b9f\u3092\u89b3\u5bdf\u3057\u7d9a\u3051\u308b\u3053\u3068\u3002<\/span><span class=\"\">\u305d\u308c\u3053\u305d\u304c\u3001<\/span><span class=\"\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5287\u7684\u306a\u5909\u9769\u671f\u306b\u304a\u3044\u3066\u3001<\/span><span class=\"\">\u6700\u3082\u78ba\u5b9f\u3067\u5b9f\u308a\u3042\u308b\u672a\u6765\u3092\u624b\u306b\u5165\u308c\u308b\u305f\u3081\u306e\u6700\u5927\u306e\u6b66\u5668\u3068\u306a\u308b\u306e\u3067\u3059\u3002<\/span><\/p>\n<div><\/div>\n<div class=\"xcd-attention-8 xcd-col5 xcd-ripple\">\n<div class=\"xcd-title\"><span style=\"font-size: 18pt;\">\u30d7\u30ed\u306e\u77e5\u8b58\u304c\u7121\u6599\u3067\u5b66\u3079\u307e\u3059<\/span><\/div>\n<div class=\"xcd-content\">\n<p><span style=\"font-size: 14pt;\"><strong>\u300c\u6295\u8cc7\u306e\u52c9\u5f37\u3092\u4f55\u304b\u3089\u3084\u3063\u3066\u3044\u3044\u304b\u308f\u304b\u3089\u306a\u3044\u300d\u300c\u6295\u8cc7\u3067\u8cc7\u7523\u3092\u4f5c\u308a\u305f\u3044\u3001\u53ce\u5165\u3092\u5897\u3084\u3057\u305f\u3044\u300d<\/strong><\/span><\/p>\n<p>\u305d\u3093\u306a\u6642\u306f<b><span class=\"f-marker-p\">\u7121\u6599\u3067\u8996\u8074\u3067\u304d\u308b\u30aa\u30f3\u30e9\u30a4\u30f3\u8b1b\u5ea7\u300c<a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\">GFS\u76e3\u4fee \u6295\u8cc7\u306e\u9054\u4eba\u8b1b\u5ea7<\/a>\u300d\u3092\u307e\u305a\u306f\u304a\u8a66\u3057\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/span><\/b><\/p>\n<p>\u6295\u8cc7\u306e\u9054\u4eba\u306b\u306a\u308b\u6295\u8cc7\u8b1b\u5ea7\u306f\u3001\u751f\u5f92\u657050,000\u4eba\u3092\u8d85\u3048\u8b1b\u7fa9\u6570\u65e5\u672c\u4e00\u306e\u6295\u8cc7\u30b9\u30af\u30fc\u30eb<a href=\"https:\/\/gfs.tokyo\/\">GFS<\/a>\u304c\u63d0\u4f9b\u3059\u308b\u7121\u6599\u30aa\u30f3\u30e9\u30a4\u30f3\u8b1b\u5ea7\u3067\u3059\u3002\u30d7\u30ed\u306e\u6295\u8cc7\u5bb6\u3067\u3042\u308b\u8b1b\u5e2b\u304c\u3001\u672a\u7d4c\u9a13\u8005\u3084\u82e6\u624b\u610f\u8b58\u304c\u3042\u308b\u4eba\u3067\u3082\u5206\u304b\u308b\u3088\u3046\u306b\u3001\u6295\u8cc7\u306e\u4ed5\u7d44\u307f\u3084\u5168\u4f53\u50cf\u3001\u30eb\u30fc\u30eb\u3092\u57fa\u790e\u304b\u3089\u56f3\u89e3\u3092\u4ea4\u3048\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<p>\u6295\u8cc7\u306e\u52c9\u5f37\u3092\u306a\u308b\u3079\u304f\u52b9\u7387\u3088\u304f\u59cb\u3081\u305f\u3044\u4eba\u306f\u3001\u305c\u3072\u4e00\u5ea6\u3054\u8996\u8074\u304f\u3060\u3055\u3044\u3002<\/p>\n<div class=\"cv-btn-wrap\">\n<div class=\"cv-copy\" style=\"text-align: center;\"><strong><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\">\uff3c1\u5206\u3067\u7c21\u5358\u7533\u8fbc\uff0f<\/a><\/strong><\/div>\n<div class=\"cv-btn\" style=\"text-align: center;\"><strong><span class=\"cv-em\">\u7121\u6599<\/span><\/strong><br \/>\n<strong><span class=\"cv-text\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\">\u30aa\u30f3\u30e9\u30a4\u30f3\u8b1b\u5ea7\u306f\u3053\u3061\u3089<\/a><\/span><\/strong><\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3 data-path-to-node=\"4\">\u3010\u91cd\u8981\u3011\u514d\u8cac\u4e8b\u9805<\/h3>\n<ul data-path-to-node=\"5\">\n<li>\n<p data-path-to-node=\"5,0,0\"><b data-path-to-node=\"5,0,0\" data-index-in-node=\"0\">\u6295\u8cc7\u5224\u65ad\u306e\u6700\u7d42\u8cac\u4efb\uff1a<\/b> 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