Nvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306f\u30012025\u5e741\u67086\u65e5\u306b\u30e9\u30b9\u30d9\u30ac\u30b9\u3067\u958b\u50ac\u3055\u308c\u305f\u6d88\u8cbb\u8005\u96fb\u5b50\u6a5f\u5668\u5c55\u793a\u4f1a\uff08CES\uff09\u306b\u3066\u3001CEO\u306eJensen Huang\uff08\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a1\u30f3\uff09\u304c\u6700\u65b0\u306eBlackwell GeForce RTX 50\u30b7\u30ea\u30fc\u30baGPU\u304a\u3088\u3073RTX 5000\u30ce\u30fc\u30c8\u30d1\u30bd\u30b3\u30f3\u3092\u62ab\u9732\u3057\u307e\u3057\u305f\u3002 <\/p>\n
Nvidia\u306f\u6c34\u66dc\u65e5\u306b\u7b2c4\u56db\u534a\u671f\u306e\u696d\u7e3e\u3092\u767a\u8868\u3059\u308b\u4e88\u5b9a\u3067\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u3067\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u671f\u5f85\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
– \u8abf\u6574\u5f8cEPS: $0.84
\n– \u58f2\u4e0a\u9ad8: $38.04 billion<\/p>\n
Nvidia\u306e\u4eca\u56db\u534a\u671f\u306e\u696d\u7e3e\u5831\u544a\u306f\u3001\u540c\u793e\u304c\u904e\u53bb1\u5e74\u306b\u308f\u305f\u3063\u3066\u9054\u6210\u3057\u305f\u9a5a\u7570\u7684\u306a\u6210\u9577\u3092\u7dcf\u62ec\u3059\u308b\u91cd\u8981\u306a\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306b\u3088\u308b\u3068\u30011\u6708\u7d42\u4e86\u306e\u56db\u534a\u671f\u3067\u306e\u58f2\u4e0a\u9ad8\u306f72%\u306e\u5897\u52a0\u304c\u898b\u8fbc\u307e\u308c\u3001\u901a\u5e74\u3067\u306f\u58f2\u4e0a\u304c1300\u5104\u30c9\u30eb\u8fd1\u304f\u306b\u500d\u5897\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u540c\u793e\u306e\u6210\u9577\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u51e6\u7406\u30e6\u30cb\u30c3\u30c8\uff08GPU\uff09\u304c\u3001OpenAI\u306eChatGPT\u306a\u3069\u306e\u4eba\u5de5\u77e5\u80fd\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u69cb\u7bc9\u3068\u5c55\u958b\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3053\u3068\u306b\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e2\u5e74\u9593\u3067Nvidia\u306e\u682a\u4fa1\u306f440%\u4ee5\u4e0a\u4e0a\u6607\u3057\u3001\u6642\u306b\u306f\u6642\u4fa1\u7dcf\u984d\u304c3\u5146\u30c9\u30eb\u3092\u8d85\u3048\u3066\u6700\u3082\u4fa1\u5024\u306e\u3042\u308b\u7c73\u56fd\u4f01\u696d\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n
\u3057\u304b\u3057\u3001\u6700\u8fd1\u3067\u306f\u682a\u4fa1\u306e\u6025\u9a30\u304c\u920d\u5316\u3057\u3066\u304a\u308a\u3001\u6628\u5e7410\u6708\u3068\u540c\u6c34\u6e96\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002Nvidia\u306e\u4eca\u5f8c\u306e\u5c55\u671b\u3084\u6210\u9577\u7dad\u6301\u306b\u95a2\u3059\u308b\u7591\u554f\u304c\u3001\u6295\u8cc7\u5bb6\u306e\u9593\u3067\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n
Jensen Huang CEO\u306f\u3001\u6c34\u66dc\u65e5\u306b\u6295\u8cc7\u5bb6\u3084\u30a2\u30ca\u30ea\u30b9\u30c8\u304b\u3089\u5bc4\u305b\u3089\u308c\u305f\u7591\u554f\u306b\u7b54\u3048\u308b\u6a5f\u4f1a\u3092\u5f97\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n
\u7279\u306b\u3001Nvidia\u306e\u91cd\u8981\u306a\u9867\u5ba2\u3067\u3042\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u304c\u3001\u904e\u53bb\u6570\u5e74\u9593\u306e\u5927\u898f\u6a21\u306a\u8cc7\u672c\u652f\u51fa\u306e\u5f8c\u306b\u30b3\u30b9\u30c8\u524a\u6e1b\u306b\u52d5\u304f\u5146\u3057\u304c\u898b\u3089\u308c\u308b\u3053\u3068\u306b\u61f8\u5ff5\u3092\u62b1\u3044\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u4e2d\u56fd\u306eAI\u30e2\u30c7\u30ebDeepSeek\u306eR1\u304c\u3001Nvidia\u306e\u30c1\u30c3\u30d7\u306e\u5fc5\u8981\u6027\u306b\u5bfe\u3059\u308b\u60f3\u5b9a\u306b\u6311\u6226\u3057\u305f\u3053\u3068\u3082\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u3055\u3089\u306b\u3001DeepSeek\u306b\u5bfe\u3059\u308b\u95a2\u5fc3\u304c\u9ad8\u307e\u308c\u3070\u3001\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u306e\u89b3\u70b9\u304b\u3089Nvidia\u306eAI\u30c1\u30c3\u30d7\u306e\u4e2d\u56fd\u3078\u306e\u8f38\u51fa\u304c\u3055\u3089\u306b\u5236\u9650\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002Nvidia\u306f\u3059\u3067\u306b\u6700\u3082\u5148\u9032\u7684\u306aAI\u30c1\u30c3\u30d7\u306e\u4e2d\u56fd\u3078\u306e\u51fa\u8377\u3092\u7981\u6b62\u3055\u308c\u3066\u304a\u308a\u3001\u4e2d\u56fd\u5411\u3051\u306b\u306f\u7279\u5225\u306a\u5236\u9650\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u307e\u305f\u3001Blackwell\u306e\u5c55\u958b\u72b6\u6cc1\u306b\u3064\u3044\u3066\u3082\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u6700\u8fd1\u306e\u5831\u544a\u306b\u3088\u308b\u3068\u3001Nvidia\u306e\u6700\u65b0AI\u30c1\u30c3\u30d7\u306e\u4e00\u90e8\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u6d41\u901a\u304c\u3001\u52a0\u71b1\u3084\u6b69\u7559\u307e\u308a\u306e\u8ab2\u984c\u306b\u3088\u308a\u4e88\u60f3\u3088\u308a\u3082\u9045\u308c\u304c\u751f\u3058\u3066\u3044\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u3002<\/p>\n
Morgan Stanley\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u4eca\u6708\u3001Microsoft\u304c2025\u5e74\u306eBlackwell\u306b\u5bfe\u3059\u308b\u652f\u51fa\u306e\u7d0435%\u3092\u5360\u3081\u308b\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u3001Google\u304c32.2%\u3001Oracle\u304c7.4%\u3001Amazon\u304c6.2%\u3092\u305d\u308c\u305e\u308c\u898b\u8fbc\u3093\u3067\u3044\u308b\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u5148\u9031\u3001TD Cowen\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001Microsoft\u304c\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u904b\u55b6\u8005\u3068\u306e\u30ea\u30fc\u30b9\u3092\u30ad\u30e3\u30f3\u30bb\u30eb\u3057\u3001\u65b0\u3057\u3044\u30ea\u30fc\u30b9\u5951\u7d04\u306e\u4ea4\u6e09\u3092\u9045\u3089\u305b\u3066\u3044\u308b\u3068\u3044\u3046\u60c5\u5831\u3092\u5165\u624b\u3057\u305f\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u5831\u544a\u306f\u3001Nvidia\u306e\u30c1\u30c3\u30d7\u306b\u5bfe\u3059\u308b\u652f\u51fa\u306e\u5927\u90e8\u5206\u3092\u5360\u3081\u308bAI\u30a4\u30f3\u30d5\u30e9\u306e\u6210\u9577\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u5bfe\u3059\u308b\u61f8\u5ff5\u3092\u5f15\u304d\u8d77\u3053\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u4e00\u65b9\u3001Microsoft\u306f\u6708\u66dc\u65e5\u306b2025\u5e74\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306b80\u5104\u30c9\u30eb\u306e\u652f\u51fa\u3092\u8a08\u753b\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u660e\u8a00\u3057\u3066\u304a\u308a\u3001\u4ed6\u306e\u4e3b\u8981\u306a\u9867\u5ba2\u3082\u5927\u898f\u6a21\u306a\u6295\u8cc7\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u3002Alphabet\u306f\u305d\u306e\u5e74\u306e\u30ad\u30e3\u30d4\u30bf\u30eb\u652f\u51fa\u3092750\u5104\u30c9\u30eb\u3001Meta\u306f650\u5104\u30c9\u30eb\u3001Amazon\u306f1000\u5104\u30c9\u30eb\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
Morgan Stanley\u306e\u30a2\u30ca\u30ea\u30b9\u30c8Joseph Moore\u306f\u3001\u696d\u754c\u95a2\u4fc2\u8005\u3068\u306e\u8a71\u3057\u5408\u3044\u3092\u7d4c\u3066\u3001Microsoft\u306eGPU\u9700\u8981\u306b\u306f\u5909\u66f4\u304c\u306a\u3044\u3068\u306e\u898b\u89e3\u3092\u793a\u3057\u3001Nvidia\u682a\u306e\u76ee\u6a19\u4fa1\u683c\u3092$152\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u305d\u308c\u3067\u3082\u3001\u6295\u8cc7\u5bb6\u306fNvidia\u3068\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u306e\u95a2\u4fc2\u304c\u5f15\u304d\u7d9a\u304d\u5f37\u56fa\u3067\u3042\u308b\u304b\u3069\u3046\u304b\u3001\u65b0\u5e74\u5ea6\u306e\u696d\u7e3e\u4e88\u6e2c\u306b\u5bfe\u3059\u308bNvidia\u306e\u6307\u91dd\u3092\u6ce8\u8996\u3057\u3066\u304a\u308a\u3001\u6628\u5e74\u306e\u9ad8\u6c34\u6e96\u3067\u306e\u58f2\u4e0a\u3068\u6bd4\u8f03\u3057\u305f\u6210\u9577\u306e\u898b\u8fbc\u307f\u306b\u3064\u3044\u3066\u3082\u671f\u5f85\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
Nvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306f\u30012025\u5e741\u67086\u65e5\u306b\u958b\u50ac\u3055\u308c\u305fCES\u306b\u304a\u3044\u3066\u3001CEO\u306eJensen Huang\uff08\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a1\u30f3\uff09\u304cBlackwell GeForce RTX 50\u30b7\u30ea\u30fc\u30baGPU\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u30024\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u3001\u9a5a\u7570\u7684\u306a\u6210\u9577\u3092\u793a\u3057\u3001\u53ce\u76ca\u306e\u524d\u5e74\u6bd472%\u5897\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":629535,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[8207],"class_list":{"0":"post-629532","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja","8":"tag-nvidia-ja"},"raw_content":"
Nvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306f\u30012025\u5e741\u67086\u65e5\u306b\u30e9\u30b9\u30d9\u30ac\u30b9\u3067\u958b\u50ac\u3055\u308c\u305f\u6d88\u8cbb\u8005\u96fb\u5b50\u6a5f\u5668\u5c55\u793a\u4f1a\uff08CES\uff09\u306b\u3066\u3001CEO\u306eJensen Huang\uff08\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a1\u30f3\uff09\u304c\u6700\u65b0\u306eBlackwell GeForce RTX 50\u30b7\u30ea\u30fc\u30baGPU\u304a\u3088\u3073RTX 5000\u30ce\u30fc\u30c8\u30d1\u30bd\u30b3\u30f3\u3092\u62ab\u9732\u3057\u307e\u3057\u305f\u3002 <\/p>\n
Nvidia\u306f\u6c34\u66dc\u65e5\u306b\u7b2c4\u56db\u534a\u671f\u306e\u696d\u7e3e\u3092\u767a\u8868\u3059\u308b\u4e88\u5b9a\u3067\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u3067\u306f\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u671f\u5f85\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
– \u8abf\u6574\u5f8cEPS: $0.84
\n– \u58f2\u4e0a\u9ad8: $38.04 billion<\/p>\n
Nvidia\u306e\u4eca\u56db\u534a\u671f\u306e\u696d\u7e3e\u5831\u544a\u306f\u3001\u540c\u793e\u304c\u904e\u53bb1\u5e74\u306b\u308f\u305f\u3063\u3066\u9054\u6210\u3057\u305f\u9a5a\u7570\u7684\u306a\u6210\u9577\u3092\u7dcf\u62ec\u3059\u308b\u91cd\u8981\u306a\u3082\u306e\u3068\u306a\u308a\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306b\u3088\u308b\u3068\u30011\u6708\u7d42\u4e86\u306e\u56db\u534a\u671f\u3067\u306e\u58f2\u4e0a\u9ad8\u306f72%\u306e\u5897\u52a0\u304c\u898b\u8fbc\u307e\u308c\u3001\u901a\u5e74\u3067\u306f\u58f2\u4e0a\u304c1300\u5104\u30c9\u30eb\u8fd1\u304f\u306b\u500d\u5897\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u540c\u793e\u306e\u6210\u9577\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u51e6\u7406\u30e6\u30cb\u30c3\u30c8\uff08GPU\uff09\u304c\u3001OpenAI\u306eChatGPT\u306a\u3069\u306e\u4eba\u5de5\u77e5\u80fd\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u69cb\u7bc9\u3068\u5c55\u958b\u306b\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u3053\u3068\u306b\u8d77\u56e0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e2\u5e74\u9593\u3067Nvidia\u306e\u682a\u4fa1\u306f440%\u4ee5\u4e0a\u4e0a\u6607\u3057\u3001\u6642\u306b\u306f\u6642\u4fa1\u7dcf\u984d\u304c3\u5146\u30c9\u30eb\u3092\u8d85\u3048\u3066\u6700\u3082\u4fa1\u5024\u306e\u3042\u308b\u7c73\u56fd\u4f01\u696d\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n
\u3057\u304b\u3057\u3001\u6700\u8fd1\u3067\u306f\u682a\u4fa1\u306e\u6025\u9a30\u304c\u920d\u5316\u3057\u3066\u304a\u308a\u3001\u6628\u5e7410\u6708\u3068\u540c\u6c34\u6e96\u3067\u53d6\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002Nvidia\u306e\u4eca\u5f8c\u306e\u5c55\u671b\u3084\u6210\u9577\u7dad\u6301\u306b\u95a2\u3059\u308b\u7591\u554f\u304c\u3001\u6295\u8cc7\u5bb6\u306e\u9593\u3067\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n
Jensen Huang CEO\u306f\u3001\u6c34\u66dc\u65e5\u306b\u6295\u8cc7\u5bb6\u3084\u30a2\u30ca\u30ea\u30b9\u30c8\u304b\u3089\u5bc4\u305b\u3089\u308c\u305f\u7591\u554f\u306b\u7b54\u3048\u308b\u6a5f\u4f1a\u3092\u5f97\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n
\u7279\u306b\u3001Nvidia\u306e\u91cd\u8981\u306a\u9867\u5ba2\u3067\u3042\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u304c\u3001\u904e\u53bb\u6570\u5e74\u9593\u306e\u5927\u898f\u6a21\u306a\u8cc7\u672c\u652f\u51fa\u306e\u5f8c\u306b\u30b3\u30b9\u30c8\u524a\u6e1b\u306b\u52d5\u304f\u5146\u3057\u304c\u898b\u3089\u308c\u308b\u3053\u3068\u306b\u61f8\u5ff5\u3092\u62b1\u3044\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u4e2d\u56fd\u306eAI\u30e2\u30c7\u30ebDeepSeek\u306eR1\u304c\u3001Nvidia\u306e\u30c1\u30c3\u30d7\u306e\u5fc5\u8981\u6027\u306b\u5bfe\u3059\u308b\u60f3\u5b9a\u306b\u6311\u6226\u3057\u305f\u3053\u3068\u3082\u5f71\u97ff\u3092\u53ca\u307c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u3055\u3089\u306b\u3001DeepSeek\u306b\u5bfe\u3059\u308b\u95a2\u5fc3\u304c\u9ad8\u307e\u308c\u3070\u3001\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u306e\u89b3\u70b9\u304b\u3089Nvidia\u306eAI\u30c1\u30c3\u30d7\u306e\u4e2d\u56fd\u3078\u306e\u8f38\u51fa\u304c\u3055\u3089\u306b\u5236\u9650\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002Nvidia\u306f\u3059\u3067\u306b\u6700\u3082\u5148\u9032\u7684\u306aAI\u30c1\u30c3\u30d7\u306e\u4e2d\u56fd\u3078\u306e\u51fa\u8377\u3092\u7981\u6b62\u3055\u308c\u3066\u304a\u308a\u3001\u4e2d\u56fd\u5411\u3051\u306b\u306f\u7279\u5225\u306a\u5236\u9650\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u30c1\u30c3\u30d7\u3092\u88fd\u9020\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u307e\u305f\u3001Blackwell\u306e\u5c55\u958b\u72b6\u6cc1\u306b\u3064\u3044\u3066\u3082\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u6700\u8fd1\u306e\u5831\u544a\u306b\u3088\u308b\u3068\u3001Nvidia\u306e\u6700\u65b0AI\u30c1\u30c3\u30d7\u306e\u4e00\u90e8\u30d0\u30fc\u30b8\u30e7\u30f3\u306e\u6d41\u901a\u304c\u3001\u52a0\u71b1\u3084\u6b69\u7559\u307e\u308a\u306e\u8ab2\u984c\u306b\u3088\u308a\u4e88\u60f3\u3088\u308a\u3082\u9045\u308c\u304c\u751f\u3058\u3066\u3044\u308b\u3068\u306e\u3053\u3068\u3067\u3059\u3002<\/p>\n
Morgan Stanley\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u4eca\u6708\u3001Microsoft\u304c2025\u5e74\u306eBlackwell\u306b\u5bfe\u3059\u308b\u652f\u51fa\u306e\u7d0435%\u3092\u5360\u3081\u308b\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u3001Google\u304c32.2%\u3001Oracle\u304c7.4%\u3001Amazon\u304c6.2%\u3092\u305d\u308c\u305e\u308c\u898b\u8fbc\u3093\u3067\u3044\u308b\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u5148\u9031\u3001TD Cowen\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001Microsoft\u304c\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u904b\u55b6\u8005\u3068\u306e\u30ea\u30fc\u30b9\u3092\u30ad\u30e3\u30f3\u30bb\u30eb\u3057\u3001\u65b0\u3057\u3044\u30ea\u30fc\u30b9\u5951\u7d04\u306e\u4ea4\u6e09\u3092\u9045\u3089\u305b\u3066\u3044\u308b\u3068\u3044\u3046\u60c5\u5831\u3092\u5165\u624b\u3057\u305f\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u5831\u544a\u306f\u3001Nvidia\u306e\u30c1\u30c3\u30d7\u306b\u5bfe\u3059\u308b\u652f\u51fa\u306e\u5927\u90e8\u5206\u3092\u5360\u3081\u308bAI\u30a4\u30f3\u30d5\u30e9\u306e\u6210\u9577\u6301\u7d9a\u53ef\u80fd\u6027\u306b\u5bfe\u3059\u308b\u61f8\u5ff5\u3092\u5f15\u304d\u8d77\u3053\u3057\u307e\u3057\u305f\u3002<\/p>\n
\u4e00\u65b9\u3001Microsoft\u306f\u6708\u66dc\u65e5\u306b2025\u5e74\u306e\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306b80\u5104\u30c9\u30eb\u306e\u652f\u51fa\u3092\u8a08\u753b\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u660e\u8a00\u3057\u3066\u304a\u308a\u3001\u4ed6\u306e\u4e3b\u8981\u306a\u9867\u5ba2\u3082\u5927\u898f\u6a21\u306a\u6295\u8cc7\u3092\u8a08\u753b\u3057\u3066\u3044\u307e\u3059\u3002Alphabet\u306f\u305d\u306e\u5e74\u306e\u30ad\u30e3\u30d4\u30bf\u30eb\u652f\u51fa\u3092750\u5104\u30c9\u30eb\u3001Meta\u306f650\u5104\u30c9\u30eb\u3001Amazon\u306f1000\u5104\u30c9\u30eb\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
Morgan Stanley\u306e\u30a2\u30ca\u30ea\u30b9\u30c8Joseph Moore\u306f\u3001\u696d\u754c\u95a2\u4fc2\u8005\u3068\u306e\u8a71\u3057\u5408\u3044\u3092\u7d4c\u3066\u3001Microsoft\u306eGPU\u9700\u8981\u306b\u306f\u5909\u66f4\u304c\u306a\u3044\u3068\u306e\u898b\u89e3\u3092\u793a\u3057\u3001Nvidia\u682a\u306e\u76ee\u6a19\u4fa1\u683c\u3092$152\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u305d\u308c\u3067\u3082\u3001\u6295\u8cc7\u5bb6\u306fNvidia\u3068\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u306e\u95a2\u4fc2\u304c\u5f15\u304d\u7d9a\u304d\u5f37\u56fa\u3067\u3042\u308b\u304b\u3069\u3046\u304b\u3001\u65b0\u5e74\u5ea6\u306e\u696d\u7e3e\u4e88\u6e2c\u306b\u5bfe\u3059\u308bNvidia\u306e\u6307\u91dd\u3092\u6ce8\u8996\u3057\u3066\u304a\u308a\u3001\u6628\u5e74\u306e\u9ad8\u6c34\u6e96\u3067\u306e\u58f2\u4e0a\u3068\u6bd4\u8f03\u3057\u305f\u6210\u9577\u306e\u898b\u8fbc\u307f\u306b\u3064\u3044\u3066\u3082\u671f\u5f85\u304c\u5bc4\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","_links":{"self":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/629532","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/comments?post=629532"}],"version-history":[{"count":0,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/629532\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media\/629535"}],"wp:attachment":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media?parent=629532"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/categories?post=629532"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/tags?post=629532"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}