{"id":10642,"date":"2025-08-01T16:05:20","date_gmt":"2025-08-01T08:05:20","guid":{"rendered":"https:\/\/ai-stack.ai\/?p=10642"},"modified":"2025-08-01T16:09:42","modified_gmt":"2025-08-01T08:09:42","slug":"nvidia-h20","status":"publish","type":"post","link":"https:\/\/ai-stack.ai\/ja\/nvidia-h20","title":{"rendered":"NVIDIA H20\u306e\u4e2d\u56fd\u3078\u306e\u5f71\u97ff\u3068\u5e02\u5834\u9700\u8981\u5206\u6790"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">NVIDIA H20 GPU\u306f\u3001\u7c73\u4e2d\u6280\u8853\u7af6\u4e89\u304b\u3089\u751f\u307e\u308c\u305f\u59a5\u5354\u306e\u7523\u7269\u3067\u3042\u308b\u3002\u7c73\u56fd\u306e\u8f38\u51fa\u898f\u5236\u306b\u6e96\u62e0\u3059\u308b\u305f\u3081\u610f\u56f3\u7684\u306b\u6027\u80fd\u3092\u6291\u3048\u305fAI\u30c1\u30c3\u30d7\u3067\u3042\u308a\u306a\u304c\u3089\u3001\u4e88\u60f3\u5916\u306b\u4e2d\u56fd\u306eAI\u7523\u696d\u306e\u91cd\u8981\u306a\u67f1\u3068\u306a\u3063\u3066\u3044\u308b\u3002H20\u306f\u3001\u30d5\u30e9\u30c3\u30b0\u30b7\u30c3\u30d7\u306eH100\u3068\u6bd4\u8f03\u3057\u3066\u51e6\u7406\u30b3\u30a2\u6570\u304c41%\u5c11\u306a\u304f\u3001\u7406\u8ad6\u6027\u80fd\u306f\u308f\u305a\u304b15%\u3067\u3042\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u306e\u63a8\u8ad6\u30bf\u30b9\u30af\u3067\u306f20%\u9ad8\u901f\u306b\u52d5\u4f5c\u3059\u308b\u3002\u3053\u306e\u6027\u80fd\u306e\u30d1\u30e9\u30c9\u30c3\u30af\u30b9\u304c\u524d\u4f8b\u306e\u306a\u3044\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u3001\u4e2d\u56fd\u4f01\u696d\u306f\u7d04130\u4e07\u30c1\u30c3\u30d7\u3001\u7dcf\u984d160\u5104\u30c9\u30eb\u306e\u6ce8\u6587\u3092\u51fa\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u306fNVIDIA\u306e\u4f9b\u7d66\u80fd\u529b60\u4e07\u301c90\u4e07\u30e6\u30cb\u30c3\u30c8\u3092\u5927\u5e45\u306b\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e2d\u56fdAI\u7523\u696d\u306e\u91cd\u8981\u306a\u30dc\u30c8\u30eb\u30cd\u30c3\u30af<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u30c1\u30c3\u30d7\u3078\u306e\u69cb\u9020\u7684\u4f9d\u5b58<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fd\u306eAI\u7523\u696d\u304c\u76f4\u9762\u3059\u308b\u6700\u5927\u306e\u8ab2\u984c\u306f\u3001\u30cf\u30a4\u30a8\u30f3\u30c9AI\u30c1\u30c3\u30d7\u3078\u306e\u6df1\u523b\u306a\u4f9d\u5b58\u3067\u3042\u308b\u3002<a href=\"https:\/\/analyticsindiamag.com\/ai-news-updates\/chinese-firms-including-bytedance-alibaba-place-16-bn-nvidia-gpu-orders-reports\/\" target=\"_blank\" rel=\"noopener\">\u5206\u6790\u30ec\u30dd\u30fc\u30c8<\/a>\u306b\u3088\u308b\u3068\u3001ByteDance\u3060\u3051\u3067137\u5104\u30c9\u30eb\u76f8\u5f53\u306eAI\u30c1\u30c3\u30d7\u3092\u5099\u84c4\u3057\u3066\u304a\u308a\u3001\u4e2d\u56fd\u306e\u30c6\u30c3\u30af\u5927\u624b\u306e\u8a08\u7b97\u80fd\u529b\u3078\u306e\u6e07\u671b\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u4f9d\u5b58\u306f\u4ee5\u4e0b\u306e\u69cb\u9020\u7684\u8981\u56e0\u306b\u8d77\u56e0\u3059\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u56fd\u7523\u4ee3\u66ff\u54c1\u306e\u6027\u80fd\u5dee<\/strong>\uff1aHuawei\u306eAscend 910B\/C\u306f\u4ed5\u69d8\u4e0a\u306f\u540c\u7b49\u3060\u304c\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u304c\u672a\u6210\u719f\u3067\u30012024\u5e74\u306e\u51fa\u8377\u6570\u306f\u308f\u305a\u304b20\u4e07\u30e6\u30cb\u30c3\u30c8\u3002NVIDIA H20\u306e100\u4e07\u30e6\u30cb\u30c3\u30c8\u8ca9\u58f2\u3068\u6bd4\u8f03\u3057\u3066\u898b\u52a3\u308a\u3059\u308b<br><\/li>\n\n\n\n<li><strong>\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u52a3\u52e2<\/strong>\uff1aCUDA\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u52b9\u679c\u306b\u3088\u308a\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u4ee3\u66ff\u54c1\u304c\u3042\u3063\u3066\u3082\u79fb\u884c\u30b3\u30b9\u30c8\u306f\u4f9d\u7136\u3068\u3057\u3066\u9ad8\u3044<br><\/li>\n\n\n\n<li><strong>\u88fd\u9020\u80fd\u529b\u306e\u5236\u9650<\/strong>\uff1a\u4e2d\u56fd\u306f7nm\u4ee5\u4e0b\u306e\u5148\u9032\u30d7\u30ed\u30bb\u30b9\u306e\u91cf\u7523\u80fd\u529b\u3092\u6b20\u3044\u3066\u304a\u308a\u3001\u9ad8\u6027\u80fdAI\u30c1\u30c3\u30d7\u306e\u81ea\u4e3b\u751f\u7523\u3092\u5236\u9650\u3057\u3066\u3044\u308b<br><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>H20\u304c\u57cb\u3081\u308b\u5e02\u5834\u30ae\u30e3\u30c3\u30d7<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">H20\u306e\u767a\u58f2\u306f\u3001\u4e2d\u56fd\u306eAI\u7523\u696d\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u9700\u8981\u30ae\u30e3\u30c3\u30d7\u3092\u5b8c\u74a7\u306b\u57cb\u3081\u305f\u3002<a href=\"https:\/\/ifp.org\/the-h20-problem\/\" target=\"_blank\" rel=\"noopener\">Institute for Progress\u306e\u5206\u6790<\/a>\u306b\u3088\u308b\u3068\u3001\u7279\u5b9a\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u304a\u3051\u308bH20\u306e\u512a\u308c\u305f\u6027\u80fd\u306b\u3088\u308a\u3001\u4e2d\u56fd\u306eAI\u4f01\u696d\u306b\u3068\u3063\u3066\u7b2c\u4e00\u9078\u629e\u3068\u306a\u3063\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u63a8\u8ad6\u30bf\u30b9\u30af\u306e\u6700\u9069\u5316<\/strong>\uff1a96GB HBM3\u30e1\u30e2\u30ea\u5bb9\u91cf\u306f\u6a19\u6e96H100\u306e80GB\u3092\u5b9f\u969b\u306b\u4e0a\u56de\u308a\u3001\u5358\u4e00\u306eH20\u3067LLaMA 70B\u306a\u3069\u306e\u5927\u898f\u6a21\u30e2\u30c7\u30eb\u3092\u5b9f\u884c\u53ef\u80fd<\/li>\n\n\n\n<li><strong>\u96fb\u529b\u52b9\u7387\u306e\u512a\u4f4d\u6027<\/strong>\uff1aH100\u306e700W\u3068\u6bd4\u8f03\u3057\u3066400W\u306e\u6d88\u8cbb\u96fb\u529b\u306b\u3088\u308a\u3001\u5c55\u958b\u3068\u904b\u7528\u30b3\u30b9\u30c8\u3092\u524a\u6e1b<\/li>\n\n\n\n<li><strong>\u76f8\u4e92\u63a5\u7d9a\u6027\u80fd\u306e\u7dad\u6301<\/strong>\uff1a900 GB\/s NVLink\u304c\u30de\u30eb\u30c1\u30c1\u30c3\u30d7\u69cb\u6210\u306e\u52b9\u7387\u3092\u4fdd\u8a3c\u3002\u3053\u308c\u306f\u56fd\u7523\u30c1\u30c3\u30d7\u306e\u4e3b\u8981\u306a\u5f31\u70b9<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u5e02\u5834\u9700\u8981\u306e\u63a8\u9032\u8981\u56e0<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u751f\u6210AI\u306e\u7206\u767a\u7684\u6210\u9577<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e741\u6708\u73fe\u5728\u3001\u4e2d\u56fd\u306b\u306f<a href=\"https:\/\/www.cnbc.com\/2024\/12\/17\/chinese-ai-models-are-popular-globally-and-are-beating-us-rivals-in-some-areas.html\" target=\"_blank\" rel=\"noopener\">302\u306e\u767b\u9332\u3055\u308c\u305f\u751f\u6210AI\u30b5\u30fc\u30d3\u30b9<\/a>\u304c\u5b58\u5728\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u30b5\u30fc\u30d3\u30b9\u306f\u533b\u7642\u304b\u3089\u6559\u80b2\u307e\u3067\u5e45\u5e83\u3044\u5206\u91ce\u3092\u30ab\u30d0\u30fc\u3057\u3001\u63a8\u8ad6\u8a08\u7b97\u80fd\u529b\u3078\u306e\u5de8\u5927\u306a\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u308b\u3002\u7279\u306b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>DeepSeek\u306e\u6210\u529f<\/strong>\uff1aDeepSeek-V3\u3068R1\u306f\u3001\u9650\u3089\u308c\u305f\u8a08\u7b97\u30ea\u30bd\u30fc\u30b9\u3067\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u9769\u65b0\u3092\u901a\u3058\u3066\u7af6\u4e89\u529b\u3092\u9054\u6210\u3059\u308b\u53ef\u80fd\u6027\u3092\u793a\u3057\u3066\u3044\u308b<\/li>\n\n\n\n<li><strong>\u7523\u696d\u5fdc\u7528\u306e\u666e\u53ca<\/strong>\uff1aAI\u5fdc\u7528\u304c\u7814\u7a76\u5ba4\u304b\u3089\u7523\u696d\u3078\u79fb\u884c\u3057\u3001\u63a8\u8ad6\u9700\u8981\u304c\u8a13\u7df4\u9700\u8981\u3092\u4e0a\u56de\u308b<\/li>\n\n\n\n<li><strong>\u30b3\u30b9\u30c8\u52b9\u7387\u306e\u8003\u616e<\/strong>\uff1aH20\u306e\u63a8\u8ad6\u52b9\u7387\u306b\u3088\u308a\u3001\u5546\u696d\u5c55\u958b\u306b\u7406\u60f3\u7684<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u8cb7\u3044\u6e9c\u3081\u884c\u52d5\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u4e0d\u5b89<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.cnbc.com\/2025\/04\/15\/nvidia-says-it-will-record-5point5-billion-quarterly-charge-tied-to-h20-processors-exported-to-china.html\" target=\"_blank\" rel=\"noopener\">2025\u5e744\u6708\u306e\u8f38\u51fa\u898f\u5236\u5f37\u5316<\/a>\u306b\u3088\u308a\u3001NVIDIA\u306f55\u5104\u30c9\u30eb\u306e\u5728\u5eab\u8a55\u4fa1\u640d\u3092\u8a08\u4e0a\u305b\u3056\u308b\u3092\u5f97\u306a\u304b\u3063\u305f\u3002\u3053\u306e\u4e0d\u78ba\u5b9f\u6027\u306f\u4e2d\u56fd\u4f01\u696d\u306e\u8cb7\u3044\u6e9c\u3081\u884c\u52d5\u3092\u52a0\u901f\u3055\u305b\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u671f\u5f85\u7ba1\u7406<\/strong>\uff1a\u4f01\u696d\u306f\u5c06\u6765\u306e\u898f\u5236\u304c\u3088\u308a\u53b3\u3057\u304f\u306a\u308b\u3053\u3068\u3092\u4e88\u60f3\u3057\u3001\u4e8b\u524d\u306b\u5927\u91cf\u8cfc\u5165<\/li>\n\n\n\n<li><strong>\u30b0\u30ec\u30fc\u30de\u30fc\u30b1\u30c3\u30c8\u30d7\u30ec\u30df\u30a2\u30e0<\/strong>\uff1a\u4f9b\u7d66\u4e0d\u8db3\u306b\u3088\u308a\u4e8c\u6b21\u5e02\u5834\u4fa1\u683c\u304c\u9ad8\u9a30\u3001\u4e00\u90e8\u30c1\u30c3\u30d7\u306f50%\u4ee5\u4e0a\u306e\u30d7\u30ec\u30df\u30a2\u30e0<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u53f0\u982d<\/strong>\uff1aAlibaba Cloud\u3001Tencent Cloud\u306a\u3069\u304c\u91cd\u8981\u306a\u4ef2\u4ecb\u8005\u3068\u306a\u308a\u3001\u4e2d\u5c0f\u4f01\u696d\u306bH20\u8a08\u7b97\u80fd\u529b\u3092\u63d0\u4f9b<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u4e2d\u56fdAI\u767a\u5c55\u3078\u306e\u6df1\u9060\u306a\u5f71\u97ff<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u77ed\u671f\u7684\u5f71\u97ff\uff1a\u7af6\u4e89\u529b\u7dad\u6301\u306e\u9375<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">H20\u306b\u3088\u308a\u3001\u4e2d\u56fd\u306eAI\u7523\u696d\u306f\u8f38\u51fa\u898f\u5236\u4e0b\u3067\u3082\u767a\u5c55\u306e\u52e2\u3044\u3092\u7dad\u6301\u3067\u304d\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30e2\u30c7\u30eb\u5c55\u958b\u80fd\u529b<\/strong>\uff1a\u4f01\u696d\u306f\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u3092\u5c55\u958b\u30fb\u63d0\u4f9b\u3067\u304d\u3001\u5546\u696d\u7684\u7af6\u4e89\u529b\u3092\u7dad\u6301<\/li>\n\n\n\n<li><strong>\u7814\u7a76\u958b\u767a\u306e\u7d99\u7d9a\u6027<\/strong>\uff1a\u8a13\u7df4\u52b9\u7387\u306f75%\u4f4e\u4e0b\u3059\u308b\u304c\u3001\u3088\u308a\u5927\u898f\u6a21\u306a\u30af\u30e9\u30b9\u30bf\u30fc\u3067\u90e8\u5206\u7684\u306b\u88dc\u511f\u53ef\u80fd<\/li>\n\n\n\n<li><strong>\u7523\u696d\u306e\u4fe1\u983c<\/strong>\uff1a\u7d99\u7d9a\u7684\u306a\u30c1\u30c3\u30d7\u4f9b\u7d66\u304c\u5e02\u5834\u306e\u671f\u5f85\u3068\u6295\u8cc7\u610f\u6b32\u3092\u5b89\u5b9a\u5316<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9577\u671f\u7684\u5f71\u97ff\uff1a\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u7d4c\u8def\u306e\u518d\u69cb\u7bc9<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/foreignpolicy.com\/2025\/04\/30\/h20-nvidia-chips-ai-china-restrictions\/\" target=\"_blank\" rel=\"noopener\">\u5c02\u9580\u5bb6\u306e\u5206\u6790<\/a>\u306b\u3088\u308b\u3068\u3001H20\u306e\u5236\u9650\u306f\u4e2d\u56fd\u306eAI\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u7d4c\u8def\u3092\u518d\u69cb\u7bc9\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u30a2\u30eb\u30b4\u30ea\u30ba\u30e0\u52b9\u7387\u306e\u9769\u65b0<\/strong>\uff1a\u30ea\u30bd\u30fc\u30b9\u5236\u7d04\u304c\u3001\u6df7\u5408\u30a8\u30ad\u30b9\u30d1\u30fc\u30c8\u30e2\u30c7\u30eb\uff08MoE\uff09\u306a\u3069\u306e\u3088\u308a\u52b9\u7387\u7684\u306a\u30e2\u30c7\u30eb\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u7814\u7a76\u3092\u4fc3\u9032<\/li>\n\n\n\n<li><strong>\u5fdc\u7528\u30ec\u30d9\u30eb\u306e\u30d6\u30ec\u30fc\u30af\u30b9\u30eb\u30fc<\/strong>\uff1a\u5927\u898f\u6a21\u30e2\u30c7\u30eb\u306e\u8ffd\u6c42\u304b\u3089\u3001\u7279\u5b9a\u5206\u91ce\u306e\u6700\u9069\u5316\u3078\u306e\u7126\u70b9\u30b7\u30d5\u30c8<\/li>\n\n\n\n<li><strong>\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u958b\u767a<\/strong>\uff1a\u56fd\u7523AI\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u30c4\u30fc\u30eb\u30c1\u30a7\u30fc\u30f3\u306e\u958b\u767a\u52a0\u901f<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9732\u5448\u3057\u305f\u6226\u7565\u7684\u8106\u5f31\u6027<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">H20\u4e8b\u4ef6\u306f\u4e2d\u56fdAI\u7523\u696d\u306e\u6226\u7565\u7684\u8106\u5f31\u6027\u3092\u9732\u5448\u3057\u305f\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6280\u8853\u4e3b\u6a29\u306e\u6b20\u5982<\/strong>\uff1a\u91cd\u8981\u6280\u8853\u304c\u5730\u653f\u5b66\u306b\u5de6\u53f3\u3055\u308c\u308b<\/li>\n\n\n\n<li><strong>\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u30ea\u30b9\u30af<\/strong>\uff1a<a href=\"https:\/\/www.cnbc.com\/2025\/07\/15\/nvidia-says-us-government-will-allow-it-to-resume-h20-ai-chip-sales-to-china.html\" target=\"_blank\" rel=\"noopener\">2025\u5e747\u6708\u306e\u653f\u7b56\u8ee2\u63db<\/a>\u304c\u4f9b\u7d66\u306e\u4e0d\u78ba\u5b9f\u6027\u3092\u793a\u3059<\/li>\n\n\n\n<li><strong>\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u7d4c\u8def\u4f9d\u5b58<\/strong>\uff1a\u7279\u5b9a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u904e\u5ea6\u306e\u4f9d\u5b58\u304c\u5c06\u6765\u306e\u767a\u5c55\u65b9\u5411\u3092\u5236\u9650\u3059\u308b\u53ef\u80fd\u6027<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u9700\u8981\u898f\u6a21\u3068\u5e02\u5834\u4e88\u6e2c<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u73fe\u5728\u306e\u9700\u8981\u5b9a\u91cf\u5316<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u30c7\u30fc\u30bf\u306b\u57fa\u3065\u304f\u3068\u3001\u4e2d\u56fd\u306eH20\u9700\u8981\u306f\u4ee5\u4e0b\u306e\u7279\u5fb4\u3092\u793a\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u6307\u6a19<\/strong><\/td><td><strong>\u6570\u5024<\/strong><\/td><td><strong>\u8aac\u660e<\/strong><\/td><\/tr><tr><td>\u7dcf\u6ce8\u6587\u984d<\/td><td>160\u5104\u30c9\u30eb<\/td><td>\u7d04130\u4e07\u30c1\u30c3\u30d7<\/td><\/tr><tr><td>NVIDIA\u4f9b\u7d66\u80fd\u529b<\/td><td>60\u4e07\u301c90\u4e07\u30e6\u30cb\u30c3\u30c8<\/td><td>\u4f9b\u7d66\u9700\u8981\u30ae\u30e3\u30c3\u30d730\u4e07\u301c70\u4e07\u30e6\u30cb\u30c3\u30c8<\/td><\/tr><tr><td>\u4e3b\u8981\u8cfc\u5165\u8005<\/td><td>ByteDance\u3001Alibaba\u3001Tencent\u3001Baidu<\/td><td>\u7dcf\u9700\u8981\u306e70%\u4ee5\u4e0a\u3092\u5360\u3081\u308b<\/td><\/tr><tr><td>\u5e73\u5747\u5358\u4fa1<\/td><td>12,000\u301c13,000\u30c9\u30eb<\/td><td>Huawei Ascend 910B\u4fa1\u683c\u306b\u8fd1\u3044<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u5c06\u6765\u306e\u9700\u8981\u4e88\u6e2c<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.bloomberg.com\/professional\/insights\/technology\/chinese-ai-firms-on-track-to-narrow-gap-despite-nvidia-controls\/\" target=\"_blank\" rel=\"noopener\">\u696d\u754c\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u6e2c<\/a>\u306b\u3088\u308b\u3068\u3001\u4e2d\u56fd\u306eAI\u30c1\u30c3\u30d7\u9700\u8981\u306f\u7d99\u7d9a\u7684\u306b\u6210\u9577\u3059\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>2025-2026\u5e74<\/strong>\uff1a\u5e74\u9593\u9700\u8981\u306f200\u4e07\u301c300\u4e07\u306e\u30cf\u30a4\u30a8\u30f3\u30c9AI\u30c1\u30c3\u30d7\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f<\/li>\n\n\n\n<li><strong>\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u62e1\u5927<\/strong>\uff1a\u30d1\u30d6\u30ea\u30c3\u30af\u30af\u30e9\u30a6\u30c9AI\u30b5\u30fc\u30d3\u30b9\u5e02\u5834\u306f\u5e74\u959340%\u4ee5\u4e0a\u6210\u9577<\/li>\n\n\n\n<li><strong>\u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u51fa\u73fe<\/strong>\uff1a\u63a8\u8ad6\u9700\u8981\u304c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304b\u3089\u30a8\u30c3\u30b8\u30c7\u30d0\u30a4\u30b9\u3078\u62e1\u5927<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u7523\u696d\u5bfe\u5fdc\u6226\u7565<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u77ed\u671f\u6226\u7565\uff1a\u65e2\u5b58\u30ea\u30bd\u30fc\u30b9\u306e\u6700\u5927\u5316<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fd\u4f01\u696d\u306fH20\u4f9b\u7d66\u5236\u9650\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u3001\u69d8\u3005\u306a\u6226\u7565\u3092\u63a1\u7528\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u8a08\u7b97\u80fd\u529b\u30d7\u30fc\u30ea\u30f3\u30b0<\/strong>\uff1a\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u901a\u3058\u3066\u8a08\u7b97\u80fd\u529b\u306e\u5171\u6709\u3092\u5b9f\u73fe\u3057\u3001\u5229\u7528\u52b9\u7387\u3092\u5411\u4e0a<\/li>\n\n\n\n<li><strong>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u5c55\u958b<\/strong>\uff1aH20\u3068\u56fd\u7523\u30c1\u30c3\u30d7\u3092\u7d44\u307f\u5408\u308f\u305b\u3001\u30b3\u30b9\u30c8\u52b9\u7387\u3092\u6700\u9069\u5316<\/li>\n\n\n\n<li><strong>\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u6700\u9069\u5316<\/strong>\uff1aH20\u306e\u7279\u6027\u306b\u5408\u308f\u305b\u305f\u6700\u9069\u5316\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306e\u958b\u767a<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u9577\u671f\u6226\u7565\uff1a\u4f9d\u5b58\u5ea6\u306e\u524a\u6e1b<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/merics.org\/en\/report\/chinas-drive-toward-self-reliance-artificial-intelligence-chips-large-language-models\" target=\"_blank\" rel=\"noopener\">\u6700\u65b0\u30ec\u30dd\u30fc\u30c8<\/a>\u306b\u3088\u308b\u3068\u3001\u4e2d\u56fd\u306f\u30c1\u30c3\u30d7\u306e\u81ea\u4e3b\u5316\u3092\u52a0\u901f\u3057\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u56fd\u7523\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u69cb\u7bc9<\/strong>\uff1aHuawei\u3001Alibaba\u306a\u3069\u304cCANN\u3001MindSpore\u306a\u3069\u306eAI\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u63a8\u9032<\/li>\n\n\n\n<li><strong>\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u9769\u65b0<\/strong>\uff1a\u975e\u30d5\u30a9\u30f3\u30fb\u30ce\u30a4\u30de\u30f3\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306a\u3069\u306e\u4ee3\u66ff\u7d4c\u8def\u3092\u63a2\u7d22<\/li>\n\n\n\n<li><strong>\u7523\u696d\u30c1\u30a7\u30fc\u30f3\u7d71\u5408<\/strong>\uff1a\u8a2d\u8a08\u304b\u3089\u88fd\u9020\u307e\u3067\u306e\u30d5\u30eb\u30c1\u30a7\u30fc\u30f3\u80fd\u529b\u306e\u69cb\u7bc9<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u7d50\u8ad6\u3068\u5c55\u671b<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA H20\u306e\u4e2d\u56fd\u3078\u306e\u5f71\u97ff\u306f\u4e8c\u9762\u6027\u3092\u6301\u3064\uff1aAI\u7523\u696d\u306e\u767a\u5c55\u3092\u7dad\u6301\u3059\u308b\u30bf\u30a4\u30e0\u30ea\u30fc\u306a\u6551\u6e08\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u69cb\u9020\u7684\u4f9d\u5b58\u3092\u9732\u5448\u3059\u308b\u8b66\u9418\u3067\u3082\u3042\u308b\u3002160\u5104\u30c9\u30eb\u306e\u5de8\u984d\u6ce8\u6587\u306f\u3001\u4e2d\u56fd\u306e\u30cf\u30a4\u30a8\u30f3\u30c9AI\u8a08\u7b97\u80fd\u529b\u3078\u306e\u5207\u5b9f\u306a\u9700\u8981\u3092\u53cd\u6620\u3057\u3066\u304a\u308a\u3001\u4f9b\u7d66\u9700\u8981\u30ae\u30e3\u30c3\u30d7\u306f\u5c06\u6765\u306e\u7af6\u4e89\u306e\u6fc0\u3057\u3055\u3092\u4e88\u611f\u3055\u305b\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u77ed\u671f\u7684\u306b\u306f\u3001H20\u306f\u4e2d\u56fdAI\u7523\u696d\u306e\u91cd\u8981\u306a\u652f\u3048\u3068\u3057\u3066\u7d99\u7d9a\u3057\u3001\u4f01\u696d\u304c\u5148\u9032\u7684\u306aAI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5c55\u958b\u3057\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u7af6\u4e89\u529b\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002\u3057\u304b\u3057\u9577\u671f\u7684\u306b\u306f\u3001\u3053\u306e\u4f9d\u5b58\u306e\u6301\u7d9a\u4e0d\u53ef\u80fd\u6027\u304c\u4e2d\u56fd\u306e\u81ea\u4e3b\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u52a0\u901f\u3055\u305b\u3001\u65b0\u305f\u306a\u6280\u8853\u7d4c\u8def\u3068\u7523\u696d\u666f\u89b3\u3092\u751f\u307f\u51fa\u3059\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">H20\u306e\u7269\u8a9e\u306f\u3001\u5730\u653f\u5b66\u7684\u5f71\u97ff\u4e0b\u306b\u304a\u3044\u3066\u3001\u6280\u8853\u958b\u767a\u304c\u307e\u3059\u307e\u3059\u975e\u6280\u8853\u7684\u8981\u56e0\u306b\u5236\u7d04\u3055\u308c\u308b\u3053\u3068\u3092\u79c1\u305f\u3061\u306b\u601d\u3044\u51fa\u3055\u305b\u308b\u3002\u4e2d\u56fdAI\u7523\u696d\u306e\u672a\u6765\u306f\u3001\u65e2\u5b58\u30ea\u30bd\u30fc\u30b9\u3092\u6d3b\u7528\u3057\u3066\u767a\u5c55\u3092\u7dad\u6301\u3059\u308b\u3053\u3068\u3068\u3001\u81ea\u4e3b\u80fd\u529b\u3092\u78ba\u7acb\u3059\u308b\u3053\u3068\u306e\u30d0\u30e9\u30f3\u30b9\u3092\u898b\u3064\u3051\u308b\u3053\u3068\u306b\u304b\u304b\u3063\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u6280\u8853\u7684\u306a\u6311\u6226\u3067\u3042\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u6226\u7565\u7684\u306a\u9078\u629e\u3067\u3082\u3042\u308b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>NVIDIA H20 GPU\u306f\u3001\u7c73\u4e2d\u6280\u8853\u7af6\u4e89\u304b\u3089\u751f\u307e\u308c\u305f\u59a5\u5354\u306e\u7523\u7269\u3067\u3042\u308b\u3002\u7c73\u56fd\u306e\u8f38\u51fa\u898f\u5236\u306b\u6e96\u62e0\u3059\u308b\u305f\u3081\u610f\u56f3\u7684\u306b\u6027\u80fd\u3092\u6291\u3048\u305fAI\u30c1\u30c3\u30d7\u3067\u3042\u308a\u306a\u304c\u3089\u3001\u4e88\u60f3\u5916\u306b\u4e2d\u56fd\u306eAI\u7523\u696d\u306e\u91cd\u8981\u306a\u67f1\u3068\u306a\u3063\u3066\u3044\u308b\u3002H20\u306f\u3001&#8230;<\/p>\n","protected":false},"author":253372376,"featured_media":10643,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_crdt_document":"","jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[96987673,96987620],"tags":[96988186],"class_list":["post-10642","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-news","category-featured-articles","tag-h20-2"],"blocksy_meta":[],"acf":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/ai-stack.ai\/wp-content\/uploads\/2025\/08\/%E6%A8%A1%E5%9E%8BA-15.jpg?fit=1920%2C1080&quality=100&ct=202603031250&ssl=1","jetpack_shortlink":"https:\/\/wp.me\/ph344V-2LE","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/posts\/10642","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/users\/253372376"}],"replies":[{"embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/comments?post=10642"}],"version-history":[{"count":1,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/posts\/10642\/revisions"}],"predecessor-version":[{"id":10646,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/posts\/10642\/revisions\/10646"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/media\/10643"}],"wp:attachment":[{"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/media?parent=10642"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/categories?post=10642"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/tags?post=10642"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}