\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\uff08Broadcom\uff09\u306f\u3001\u4eca\u9031\u6728\u66dc\u65e5\u306e\u53d6\u5f15\u7d42\u4e86\u5f8c\u306b\u30012023\u5e74\u5ea6\u7b2c3\u56db\u534a\u671f\u306e\u6c7a\u7b97\u3092\u767a\u8868\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u30011\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca\u306f1.65\u30c9\u30eb\u3001\u58f2\u4e0a\u9ad8\u306f158.3\u5104\u30c9\u30eb\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u3001Google\u3084\u305d\u306e\u4ed6\u306e\u5927\u624b\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u5411\u3051\u306b\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u3092\u958b\u767a\u3057\u3001\u6570\u5343\u306e\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u30c1\u30c3\u30d7\u3092\u63a5\u7d9a\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u6a5f\u5668\u3082\u88fd\u9020\u3057\u3066\u3044\u307e\u3059\u3002\u6628\u5e74\u306e130.7\u5104\u30c9\u30eb\u304b\u308921%\u306e\u58f2\u4e0a\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001\u4eca\u5e74\u6b8b\u308a\u306e\u671f\u9593\u3082\u58f2\u4e0a\u6210\u9577\u304c\u5b89\u5b9a\u3057\u30012026\u5e74\u306b\u306f\u3084\u3084\u52a0\u901f\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n
\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u3001AI\u30d6\u30fc\u30e0\u306e\u4e3b\u306a\u53d7\u76ca\u8005\u306e\u4e00\u3064\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001\u81ea\u793e\u304cXPUs\u3068\u547c\u3076\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u30c1\u30c3\u30d7\u306b\u3088\u308a\u3001\u540c\u793e\u306f\u5927\u304d\u306a\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u306f\u3001Nvidia\u306e\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u30e6\u30cb\u30c3\u30c8\uff08GPU\uff09\u3088\u308a\u3082\u4e00\u822c\u7684\u306b\u30b7\u30f3\u30d7\u30eb\u3067\u3001\u904b\u7528\u30b3\u30b9\u30c8\u3082\u4f4e\u3044\u305f\u3081\u3001\u7279\u5b9a\u306eAI\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u52b9\u7387\u7684\u306b\u5b9f\u884c\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
Cantor Fitzgerald\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u5148\u9031\u306e\u5831\u544a\u3067\u3001Google\u3084Meta\u304b\u3089\u306e\u9700\u8981\u306e\u5146\u3057\u304c\u5897\u52a0\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u73fe\u5728\u306eAI\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u306e\u53d6\u308a\u7d44\u307f\u304c\u3001\u9867\u5ba2\u3078\u306e\u9ad8\u30dc\u30ea\u30e5\u30fc\u30e0 ramp \u3078\u3068\u5909\u308f\u308b\u5146\u3057\u306b\u3082\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306f\u682a\u306e\u8cfc\u5165\u3092\u63a8\u5968\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u306f\u3001\u6765\u5e74\u5ea6\u306b\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306b250\u5104\u30c9\u30eb\u304b\u3089300\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u3092\u3082\u305f\u3089\u3057\u30012027\u5e74\u9803\u306b\u306f400\u5104\u30c9\u30eb\u4ee5\u4e0a\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u4f1a\u793e\u5168\u4f53\u306e\u6628\u5e74\u5ea6\u306e\u7dcf\u58f2\u4e0a\u9ad8\u306f516\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n
\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306e\u682a\u4fa1\u306f\u4eca\u5e7430%\u4e0a\u6607\u3057\u3001\u904e\u53bb12\u304b\u6708\u9593\u3067\u307b\u307c\u500d\u5897\u3057\u3066\u304a\u308a\u3001\u6642\u4fa1\u7dcf\u984d\u306f1.4\u5146\u30c9\u30eb\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
2023\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u306eAI\u95a2\u9023\u306e\u58f2\u4e0a\u9ad8\u306f\u524d\u5e74\u540c\u671f\u6bd4\u306746%\u5897\u306e44\u5104\u30c9\u30eb\u8d85\u3068\u306a\u308a\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u304b\u3089\u306f40%\u3092\u5360\u3081\u307e\u3057\u305f\u3002CEO\u306e\u30db\u30c3\u30af\u30fb\u30bf\u30f3\uff08Hock Tan\uff09\u306f\u3001\u3053\u306e\u6570\u5b57\u304c\u7b2c3\u56db\u534a\u671f\u306b\u306f51\u5104\u30c9\u30eb\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3060\u3068\u8ff0\u3079\u3066\u304a\u308a\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30d1\u30fc\u30c8\u30ca\u30fc\u304c\u5f15\u304d\u7d9a\u304d\u6295\u8cc7\u3092\u884c\u3046\u3053\u3068\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306e\u6210\u9577\u306e\u4e00\u90e8\u306f\u3001\u7279\u306b2023\u5e74\u306b\u30d5\u30eb\u30b3\u30f3\u30d0\u30fc\u30b8\u30e7\u30f3\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4f01\u696d\u306eVMware\u3092610\u5104\u30c9\u30eb\u3067\u8cb7\u53ce\u3057\u305f\u3053\u3068\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002VMware\u306f\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306e\u30a4\u30f3\u30d5\u30e9\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d3\u30b8\u30cd\u30b9\u306e\u8981\u3067\u3042\u308a\u3001\u6700\u8fd1\u306e\u56db\u534a\u671f\u306e\u58f2\u4e0a\u306e44%\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u3001Google\u3084\u305d\u306e\u4ed6\u306e\u5927\u624b\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u5411\u3051\u306b\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u3092\u958b\u767a\u3057\u3001\u6570\u5343\u306e\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u30c1\u30c3\u30d7\u3092\u63a5\u7d9a\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u6a5f\u5668\u3082\u88fd\u9020\u3057\u3066\u3044\u307e\u3059\u3002\u6628\u5e74\u306e130.7\u5104\u30c9\u30eb\u304b\u308921%\u306e\u58f2\u4e0a\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001\u4eca\u5e74\u6b8b\u308a\u306e\u671f\u9593\u3082\u58f2\u4e0a\u6210\u9577\u304c\u5b89\u5b9a\u3057\u30012026\u5e74\u306b\u306f\u3084\u3084\u52a0\u901f\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n
\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306f\u3001AI\u30d6\u30fc\u30e0\u306e\u4e3b\u306a\u53d7\u76ca\u8005\u306e\u4e00\u3064\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001\u81ea\u793e\u304cXPUs\u3068\u547c\u3076\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30fc\u30c1\u30c3\u30d7\u306b\u3088\u308a\u3001\u540c\u793e\u306f\u5927\u304d\u306a\u6210\u9577\u3092\u9042\u3052\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u306f\u3001Nvidia\u306e\u30b0\u30e9\u30d5\u30a3\u30c3\u30af\u30b9\u30d7\u30ed\u30bb\u30c3\u30b7\u30f3\u30b0\u30e6\u30cb\u30c3\u30c8\uff08GPU\uff09\u3088\u308a\u3082\u4e00\u822c\u7684\u306b\u30b7\u30f3\u30d7\u30eb\u3067\u3001\u904b\u7528\u30b3\u30b9\u30c8\u3082\u4f4e\u3044\u305f\u3081\u3001\u7279\u5b9a\u306eAI\u30d7\u30ed\u30b0\u30e9\u30e0\u3092\u52b9\u7387\u7684\u306b\u5b9f\u884c\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n
Cantor Fitzgerald\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u5148\u9031\u306e\u5831\u544a\u3067\u3001Google\u3084Meta\u304b\u3089\u306e\u9700\u8981\u306e\u5146\u3057\u304c\u5897\u52a0\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u73fe\u5728\u306eAI\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u306e\u53d6\u308a\u7d44\u307f\u304c\u3001\u9867\u5ba2\u3078\u306e\u9ad8\u30dc\u30ea\u30e5\u30fc\u30e0 ramp \u3078\u3068\u5909\u308f\u308b\u5146\u3057\u306b\u3082\u6ce8\u76ee\u304c\u96c6\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u305f\u3061\u306f\u682a\u306e\u8cfc\u5165\u3092\u63a8\u5968\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u306f\u3001\u6765\u5e74\u5ea6\u306b\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u306b250\u5104\u30c9\u30eb\u304b\u3089300\u5104\u30c9\u30eb\u306e\u58f2\u4e0a\u3092\u3082\u305f\u3089\u3057\u30012027\u5e74\u9803\u306b\u306f400\u5104\u30c9\u30eb\u4ee5\u4e0a\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u4f1a\u793e\u5168\u4f53\u306e\u6628\u5e74\u5ea6\u306e\u7dcf\u58f2\u4e0a\u9ad8\u306f516\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n
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2023\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u306eAI\u95a2\u9023\u306e\u58f2\u4e0a\u9ad8\u306f\u524d\u5e74\u540c\u671f\u6bd4\u306746%\u5897\u306e44\u5104\u30c9\u30eb\u8d85\u3068\u306a\u308a\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u304b\u3089\u306f40%\u3092\u5360\u3081\u307e\u3057\u305f\u3002CEO\u306e\u30db\u30c3\u30af\u30fb\u30bf\u30f3\uff08Hock Tan\uff09\u306f\u3001\u3053\u306e\u6570\u5b57\u304c\u7b2c3\u56db\u534a\u671f\u306b\u306f51\u5104\u30c9\u30eb\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3060\u3068\u8ff0\u3079\u3066\u304a\u308a\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30d1\u30fc\u30c8\u30ca\u30fc\u304c\u5f15\u304d\u7d9a\u304d\u6295\u8cc7\u3092\u884c\u3046\u3053\u3068\u3092\u5f37\u8abf\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n
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