{"id":13660,"date":"2026-07-17T16:00:00","date_gmt":"2026-07-17T08:00:00","guid":{"rendered":"https:\/\/ai-stack.ai\/?p=13660"},"modified":"2026-07-14T16:39:03","modified_gmt":"2026-07-14T08:39:03","slug":"jensen-huang-nvidia-morgan-stanley-roadshow-2026","status":"publish","type":"post","link":"https:\/\/ai-stack.ai\/ja\/jensen-huang-nvidia-morgan-stanley-roadshow-2026","title":{"rendered":"\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a2\u30f3\u3001Morgan Stanley\u3067\u8a9e\u308b\uff1aNVIDIA\u306e\u56db\u534a\u671f\u53ce\u76ca1,000\u5104\u30c9\u30eb\u76ee\u524d\u3001Rubin Ultra\u5ef6\u671f\u8aac\u3092\u4e00\u8e74\u3001ASIC\u9867\u5ba2\u304cGPU\u3078\u56de\u5e30\u3059\u308b\u771f\u76f8"},"content":{"rendered":"<style>table{border-collapse:collapse;width:100%;margin:1em 0}th,td{border:1px solid #ddd;padding:8px 12px;text-align:left}th{background-color:#f5f5f5;font-weight:bold}tr:nth-child(even){background-color:#fafafa}<\/style>\n<h1 id=\"\u30b8\u30a7\u30f3\u30bb\u30f3\u30d5\u30a2\u30f3morgan-stanley\u3067\u8a9e\u308bnvidia\u306e\u56db\u534a\u671f\u53ce\u76ca1000\u5104\u30c9\u30eb\u76ee\u524drubin-ultra\u5ef6\u671f\u8aac\u3092\u4e00\u8e74asic\u9867\u5ba2\u304cgpu\u3078\u56de\u5e30\u3059\u308b\u771f\u76f8\"><strong>\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a2\u30f3\u3001Morgan Stanley\u3067\u8a9e\u308b\uff1aNVIDIA\u306e\u56db\u534a\u671f\u53ce\u76ca1,000\u5104\u30c9\u30eb\u76ee\u524d\u3001Rubin Ultra\u5ef6\u671f\u8aac\u3092\u4e00\u8e74\u3001ASIC\u9867\u5ba2\u304cGPU\u3078\u56de\u5e30\u3059\u308b\u771f\u76f8<\/strong><\/h1>\n<p>2026\u5e747\u6708\u4e0a\u65ec\u3001NVIDIA\u306e\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u306fCFO\u306e\u30b3\u30ec\u30c3\u30c8\u30fb\u30af\u30ec\u30b9\u6c0f\u3068\u5171\u306b\u3001\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u3067\u958b\u50ac\u3055\u308c\u305fMorgan Stanley\u306e\u975e\u516c\u958b\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\uff08Non-Deal Roadshow, NDR\uff09\u306b\u767b\u58c7\u3057\u307e\u3057\u305f\u3002\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3092\u524d\u306b\u3001\u30d5\u30a2\u30f3\u6c0f\u306f\u6975\u3081\u3066\u660e\u78ba\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u767a\u4fe1\u3057\u307e\u3057\u305f\uff1a<strong>NVIDIA\u306e\u56db\u534a\u671f\u53ce\u76ca\u306f1,000\u5104\u30c9\u30eb\u306b\u8feb\u3063\u3066\u304a\u308a\u3001\u6210\u9577\u306f\u4f9d\u7136\u3068\u3057\u3066\u52a0\u901f\u3057\u3066\u3044\u308b\u2014\u2014\u3068\u3002<\/strong><\/p>\n<p>\u3053\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u306f\u6975\u3081\u3066\u91cd\u8981\u3067\u3057\u305f\u3002\u904e\u53bb1\u30f6\u6708\u9593\u3001NVIDIA\u306f3\u3064\u306e\u5e02\u5834\u306e\u7591\u5ff5\u306b\u76f4\u9762\u3057\u3066\u3044\u305f\u304b\u3089\u3067\u3059\u3002\u6b21\u4e16\u4ee3Rubin Ultra\u30c1\u30c3\u30d7\u306f2028\u5e74\u306b\u5ef6\u671f\u3055\u308c\u308b\u306e\u304b\uff1f\u30ab\u30b9\u30bf\u30e0ASIC\u306fGPU\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7740\u5b9f\u306b\u4fb5\u98df\u3057\u3066\u3044\u308b\u306e\u304b\uff1fAI\u8a2d\u5099\u6295\u8cc7\u30b5\u30a4\u30af\u30eb\u306f\u3059\u3067\u306b\u30d4\u30fc\u30af\u3092\u8fce\u3048\u305f\u306e\u304b\uff1f<\/p>\n<p>\u30d5\u30a2\u30f3\u6c0f\u306f\u3053\u308c\u30893\u3064\u306e\u7591\u554f\u5168\u3066\u306b\u3001\u30c7\u30fc\u30bf\u3068\u6280\u8853\u7684\u8a73\u7d30\u3001\u305d\u3057\u3066\u7570\u4f8b\u3068\u3082\u8a00\u3048\u308b\u95d8\u4e89\u7684\u306a\u30c8\u30fc\u30f3\u3067\u6b63\u9762\u304b\u3089\u53cd\u8ad6\u3057\u307e\u3057\u305f\u3002Morgan Stanley\u306f\u4f1a\u5408\u5f8c\u3001<strong>\u30aa\u30fc\u30d0\u30fc\u30a6\u30a7\u30a4\u30c8<\/strong>\uff08\u8cb7\u3044\u63a8\u5968\uff09\u3068<strong>288\u30c9\u30eb<\/strong>\u306e\u76ee\u6a19\u682a\u4fa1\uff08\u7d0442%\u306e\u4e0a\u6607\u4f59\u5730\uff09\u3092\u7dad\u6301\u3057\u3001NVIDIA\u3092\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u306e\u30c8\u30c3\u30d7\u30d4\u30c3\u30af\u306b\u636e\u3048\u7f6e\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>\u4ee5\u4e0b\u304c\u3001\u4f55\u304c\u8a9e\u3089\u308c\u3001\u305d\u308c\u304c\u4f55\u3092\u610f\u5473\u3057\u3001\u306a\u305c\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI\u6226\u7565\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u306e\u304b\u2014\u2014\u305d\u306e\u5168\u5bb9\u3067\u3059\u3002<\/p>\n<h2 id=\"\u5104\u30c9\u30eb\u56db\u534a\u671fnvidia\u306e\u52a0\u901f\u3059\u308b\u6210\u9577\u66f2\u7dda\u306e\u5185\u5074\"><strong>1. 1,000\u5104\u30c9\u30eb\u56db\u534a\u671f\uff1aNVIDIA\u306e\u52a0\u901f\u3059\u308b\u6210\u9577\u66f2\u7dda\u306e\u5185\u5074<\/strong><\/h2>\n<p>NVIDIA\u306f\u3001\u30d5\u30a2\u30f3\u6c0f\u81ea\u8eab\u304c\u300c\u60f3\u50cf\u3092\u8d85\u3048\u308b\u300d\u3068\u8868\u73fe\u3057\u305f\u30de\u30a4\u30eb\u30b9\u30c8\u30fc\u30f3\u306b\u8feb\u3063\u3066\u3044\u307e\u3059\uff1a<strong>\u56db\u534a\u671f\u53ce\u76ca1,000\u5104\u30c9\u30eb<\/strong>\u3067\u3059\u3002<\/p>\n<p>\u76f4\u8fd1\u306e\u6c7a\u7b97\u30c7\u30fc\u30bf\uff082026\u5e745\u6708\u767a\u8868\u306eFY2027\u7b2c1\u56db\u534a\u671f\uff09\u304c\u305d\u306e\u5b9f\u614b\u3092\u793a\u3057\u3066\u3044\u307e\u3059\uff1a<\/p>\n<table>\n<thead>\n<tr>\n<th>\u6307\u6a19<\/th>\n<th>Q1 FY2027<\/th>\n<th>\u524d\u5e74\u540c\u671f\u6bd4<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>\u7dcf\u53ce\u76ca<\/td>\n<td><strong>816\u5104\u30c9\u30eb<\/strong><\/td>\n<td>\u2191 85%<\/td>\n<\/tr>\n<tr>\n<td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u53ce\u76ca<\/td>\n<td><strong>752\u5104\u30c9\u30eb<\/strong><\/td>\n<td>\u2191 92%<\/td>\n<\/tr>\n<tr>\n<td>\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u53ce\u76ca<\/td>\n<td><strong>148\u5104\u30c9\u30eb<\/strong><\/td>\n<td>\u2191 199%<\/td>\n<\/tr>\n<tr>\n<td>\u7d14\u5229\u76ca<\/td>\n<td><strong>583\u5104\u30c9\u30eb<\/strong><\/td>\n<td>3\u500d<\/td>\n<\/tr>\n<tr>\n<td>GAAP\u7c97\u5229\u76ca\u7387<\/td>\n<td><strong>74.9%<\/strong><\/td>\n<td>60.8%\u304b\u3089\u4e0a\u6607<\/td>\n<\/tr>\n<tr>\n<td>\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc<\/td>\n<td><strong>486\u5104\u30c9\u30eb<\/strong><\/td>\n<td>\u2191 85%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u7b2c2\u56db\u534a\u671f\u306e\u30ac\u30a4\u30c0\u30f3\u30b9\u306f\u7d04 <strong>910\u5104\u30c9\u30eb<\/strong>\u2014\u2014\u3053\u308c\u306b\u306f\u4e2d\u56fd\u5411\u3051\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u8ca9\u58f2\u304c\u542b\u307e\u308c\u3066\u3044\u306a\u3044\u305f\u3081\u3001\u4e0a\u632f\u308c\u306e\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u56db\u534a\u671f1,000\u5104\u30c9\u30eb\u306e\u95be\u5024\u306f\u3001\u300c\u3082\u3057\u300d\u3067\u306f\u306a\u304f\u300c\u3044\u3064\u300d\u306e\u554f\u984c\u3067\u3059\u3002<\/p>\n<p>Morgan Stanley\u306e\u30b8\u30e7\u30bb\u30d5\u30fb\u30e0\u30fc\u30a2\u6c0f\u306f\u3001\u3088\u308a\u9577\u671f\u306e\u4e88\u6e2c\u3082\u793a\u3057\u3066\u3044\u307e\u3059\uff1a<\/p>\n<table>\n<thead>\n<tr>\n<th>\u4f1a\u8a08\u5e74\u5ea6<\/th>\n<th>\u4e88\u60f3\u53ce\u76ca<\/th>\n<th>\u524d\u5e74\u6bd4\u6210\u9577\u7387<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>FY2026<\/td>\n<td><strong>2,159\u5104\u30c9\u30eb<\/strong><\/td>\n<td>+82%<\/td>\n<\/tr>\n<tr>\n<td>FY2027<\/td>\n<td><strong>3,930\u5104\u30c9\u30eb<\/strong><\/td>\n<td>+52.4%<\/td>\n<\/tr>\n<tr>\n<td>FY2028<\/td>\n<td><strong>5,988\u5104\u30c9\u30eb<\/strong><\/td>\n<td>+52.4%<\/td>\n<\/tr>\n<tr>\n<td>FY2029<\/td>\n<td><strong>7,839\u5104\u30c9\u30eb<\/strong><\/td>\n<td>+30.9%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>2027\u5e74\u306eEPS\u306f <strong>13.08\u30c9\u30eb<\/strong>\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u300222\u500d\u306ePER\u3067\u8a08\u7b97\u3059\u308b\u3068\u3001288\u30c9\u30eb\u306e\u76ee\u6a19\u682a\u4fa1\u306f\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u500d\u7387\u306e\u62e1\u5927\u3092\u524d\u63d0\u3068\u3057\u3066\u304a\u3089\u305a\u3001\u7d14\u7c8b\u306b\u5229\u76ca\u6210\u9577\u3060\u3051\u3067\u9054\u6210\u53ef\u80fd\u3067\u3059\u3002GPU\u6295\u8cc7\u306eROI\u3092\u8a55\u4fa1\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ja\/gpu-roi\"><u>NVIDIA\u306e\u4fa1\u683c\u6c7a\u5b9a\u529b\u3068\u30de\u30fc\u30b8\u30f3\u69cb\u9020\u306e\u7406\u89e3<\/u><\/a> \u306f\u81ea\u793e\u306eAI\u30a4\u30f3\u30d5\u30e9\u30b3\u30b9\u30c8\u3092\u4e88\u6e2c\u3059\u308b\u4e0a\u3067\u4e0d\u53ef\u6b20\u3067\u3059\u3002<\/p>\n<h2 id=\"rubin-ultra\u306f\u4e88\u5b9a\u901a\u308a\u5ef6\u671f\u8aac\u306e\u6280\u8853\u7684\u771f\u5b9f\"><strong>2. Rubin Ultra\u306f\u4e88\u5b9a\u901a\u308a\uff1a\u5ef6\u671f\u8aac\u306e\u6280\u8853\u7684\u771f\u5b9f<\/strong><\/h2>\n<p>6\u6708\u4e0b\u65ec\u3001SemiAnalysis\u306f\u5e02\u5834\u3092\u63fa\u308b\u304c\u3059\u30ec\u30dd\u30fc\u30c8\u3092\u767a\u8868\u3057\u307e\u3057\u305f\uff1a\u5f53\u521d\u8a08\u753b\u3055\u308c\u3066\u3044\u305f4\u30c0\u30a4\u306eRubin Ultra\u30d1\u30c3\u30b1\u30fc\u30b8\u304c\u3001TSMC CoWoS-L\u57fa\u677f\u306e\u53cd\u308a\u3068\u4fe1\u53f7\u6574\u5408\u6027\u306e\u554f\u984c\u3067\u30ad\u30e3\u30f3\u30bb\u30eb\u3055\u308c\u30012\u30c0\u30a4\u8a2d\u8a08\u3078\u306e\u30c0\u30a6\u30f3\u30b0\u30ec\u30fc\u30c9\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u3001\u51fa\u8377\u304c<strong>2028\u5e74<\/strong>\u306b\u305a\u308c\u8fbc\u3080\u53ef\u80fd\u6027\u304c\u3042\u308b\u2014\u2014\u3068\u3044\u3046\u5185\u5bb9\u3067\u3057\u305f\u3002<\/p>\n<p>Morgan Stanley\u306e\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u3067\u3001\u30d5\u30a2\u30f3\u6c0f\u306e\u614b\u5ea6\u306f\u65ad\u56fa\u3068\u3057\u3066\u3044\u307e\u3057\u305f\uff1a\u300c<strong>Rubin Ultra\u306f\u6765\u5e74\u3001\u4e88\u5b9a\u901a\u308a\u51fa\u8377\u3057\u307e\u3059\u3002<\/strong>\u300d<\/p>\n<p>\u540c\u6c0f\u306f\u3001Kyber\u30e9\u30c3\u30af\u30b7\u30b9\u30c6\u30e0\u304c\u3088\u308a\u5927\u898f\u6a21\u306a\u8a08\u7b97\u30c9\u30e1\u30a4\u30f3\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u6539\u826f\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u7f6e\u304d\u63db\u3048\u3089\u308c\u3066\u3044\u308b\u3068\u8aac\u660e\u3057\u307e\u3057\u305f\u2014\u2014\u3057\u304b\u3057\u3001\u3053\u308c\u306f\u65e5\u5e38\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u30ec\u30d9\u30eb\u306e\u6700\u9069\u5316\u3067\u3042\u308a\u3001\u88fd\u54c1\u9045\u5ef6\u3067\u306f\u306a\u3044\u3068\u4f4d\u7f6e\u3065\u3051\u307e\u3057\u305f\u3002\u4ee5\u4e0b\u306e3\u3064\u306e\u4e8b\u5b9f\u304c\u3053\u306e\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u88cf\u4ed8\u3051\u3066\u3044\u307e\u3059\uff1a<\/p>\n<ol type=\"1\">\n<li><strong>800V\u9ad8\u96fb\u5727\u7d66\u96fb\u30b7\u30b9\u30c6\u30e0<\/strong>\u304c\u8a08\u753b\u901a\u308a\u9032\u884c\u4e2d\u2014\u2014\u30e9\u30c3\u30af\u30b9\u30b1\u30fc\u30eb\u306eRubin Ultra\u5c55\u958b\u306b\u4e0d\u53ef\u6b20\u306a\u8981\u7d20<\/li>\n<li><strong>\u30e9\u30c3\u30af\u9593\u5149\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8<\/strong>\u304c\u9285\u7dda\u304b\u3089\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u306b\u79fb\u884c\u3057\u3001100\u4e07GPU\u30af\u30e9\u30b9\u30bf\u3092\u5b9f\u73fe<\/li>\n<li><strong>TSMC CoWoS\u751f\u7523\u80fd\u529b<\/strong>\u306f\u524d\u5e74\u6bd4\u7d0480%\u62e1\u5927\u2014\u2014\u91cf\u7523\u306e\u7269\u7406\u7684\u57fa\u76e4<\/li>\n<\/ol>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ja\/gtc-2026-nemoclaw\"><u>NVIDIA GTC 2026\u3067\u306eRubin\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u767a\u8868\u306e\u6280\u8853\u8a73\u7d30<\/u><\/a>\u3068\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ja\/mi300x-vs-blackwell\"><u>Blackwell\u5bfeMI300X\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u6bd4\u8f03<\/u><\/a>\u304c\u3001Rubin Ultra\u306e\u4e16\u4ee3\u9593\u98db\u8e8d\u3092\u7406\u89e3\u3059\u308b\u305f\u3081\u306e\u6280\u8853\u7684\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002<\/p>\n<h2 id=\"asic\u306e\u9006\u8ee2\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u306e\u9867\u5ba2\u304cgpu\u306b\u623b\u3063\u3066\u304f\u308b\u7406\u7531\"><strong>3. ASIC\u306e\u9006\u8ee2\uff1a\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u306e\u9867\u5ba2\u304cGPU\u306b\u623b\u3063\u3066\u304f\u308b\u7406\u7531<\/strong><\/h2>\n<p>\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u3067\u6700\u3082\u885d\u6483\u7684\u3060\u3063\u305f\u958b\u793a\u306f\u3001ASIC\u7af6\u4e89\u306b\u95a2\u3059\u308b\u3082\u306e\u3067\u3057\u305f\u3002\u30d5\u30a2\u30f3\u6c0f\u306f\u660e\u304b\u3057\u307e\u3057\u305f\uff1a<strong>\u300c\u3053\u308c\u307e\u3067\u307b\u307c\u5168\u3066\u30ab\u30b9\u30bf\u30e0ASIC\u3067\u30d5\u30e9\u30c3\u30b0\u30b7\u30c3\u30d7\u30e2\u30c7\u30eb\u3092\u8a13\u7df4\u3057\u3066\u3044\u305f\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2AI\u30e9\u30dc\u2014\u2014\u5e83\u304fAnthropic\u3068\u898b\u3089\u308c\u3066\u3044\u308b\u2014\u2014\u304c\u3001\u305d\u306e\u8a08\u7b97\u57fa\u76e4\u306e50%\u8fd1\u304f\u3092NVIDIA GPU\u306b\u623b\u3057\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u300d<\/strong><\/p>\n<p>\u3053\u306e\u5358\u4e00\u306e\u30c7\u30fc\u30bf\u30dd\u30a4\u30f3\u30c8\u306f\u3001\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u304c\u6c4e\u7528GPU\u3092\u4e0d\u53ef\u907f\u7684\u306b\u7f6e\u304d\u63db\u3048\u3066\u3044\u304f\u3068\u3044\u3046\u4e3b\u6d41\u306e\u7269\u8a9e\u3092\u8986\u3057\u307e\u3059\u3002ASIC\u9663\u55b6\u306e\u6700\u3082\u6709\u540d\u306a\u9867\u5ba2\u304c\u3001\u518d\u3073GPU\u3092\u5927\u91cf\u306b\u8cfc\u5165\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>\u30d5\u30a2\u30f3\u6c0f\u306e\u8aac\u660e\uff1a\u300c\u9867\u5ba2\u306e\u8a55\u4fa1\u57fa\u6e96\u306f\u30c1\u30c3\u30d7\u306e\u5358\u4fa1\u3067\u306f\u306a\u304f\u3001<strong>\u30c8\u30fc\u30af\u30f3\u3042\u305f\u308a\u306e\u7dcf\u30b3\u30b9\u30c8<\/strong>\u3067\u3059\u3002\u300d\u5927\u898f\u6a21\u5c55\u958b\u306b\u304a\u3044\u3066\u3001NVIDIA\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u6210\u719f\u5ea6\uff08CUDA\u3001cuDNN\u3001TensorRT\uff09\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u4fe1\u983c\u6027\uff08TSMC CoWoS\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\uff09\u3001\u958b\u767a\u8005\u306e\u52b9\u7387\u6027\uff08\u6570\u767e\u4e07\u4eba\u306eCUDA\u30a8\u30f3\u30b8\u30cb\u30a2\uff09\u306f\u3001\u771f\u306e\u7dcf\u30b3\u30b9\u30c8\u512a\u4f4d\u6027\u306b\u8ee2\u63db\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001ASIC\u306e\u8105\u5a01\u304c\u5e7b\u60f3\u3060\u3068\u3044\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u30c7\u30fc\u30bf\u306f\u5fae\u5999\u306a\u7269\u8a9e\u3092\u8a9e\u3063\u3066\u3044\u307e\u3059\uff1a<\/p>\n<table>\n<thead>\n<tr>\n<th>\u5e74<\/th>\n<th>NVIDIA AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30b7\u30a7\u30a2<\/th>\n<th>\u5e02\u5834\u7dcf\u898f\u6a21<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>2024<\/td>\n<td><strong>87%\uff08\u30d4\u30fc\u30af\uff09<\/strong><\/td>\n<td>~1,150\u5104\u30c9\u30eb<\/td>\n<\/tr>\n<tr>\n<td>2025<\/td>\n<td>81%<\/td>\n<td>~1,600\u5104\u30c9\u30eb<\/td>\n<\/tr>\n<tr>\n<td>2026E<\/td>\n<td><strong>75%<\/strong><\/td>\n<td>2,000\u5104\u30c9\u30eb\u8d85<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ja\/asic-vs-gpu\"><u>ASIC\u5bfeGPU\uff1a\u6280\u8853\u7af6\u4e89\u306e\u672c\u8cea<\/u><\/a>\u306f\u3001AI\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5e02\u5834\u304c\u8a13\u7df4\u3068\u63a8\u8ad6\u306b\u4e8c\u5206\u3055\u308c\u3064\u3064\u3042\u308b\u3053\u3068\u306b\u3042\u308a\u307e\u3059\u3002NVIDIA\u306e\u8a13\u7df4\u5206\u91ce\u3067\u306e\u652f\u914d\u529b\uff08\u30b7\u30a7\u30a290%\u8d85\uff09\u306f\u307b\u307c\u63fa\u308b\u304e\u307e\u305b\u3093\u304c\u3001\u63a8\u8ad6\u5206\u91ce\u3067\u306fGoogle TPU\u3001Amazon Trainium\u3001Microsoft Maia\u3001Broadcom\u306e\u30ab\u30b9\u30bf\u30e0ASIC\u304c\u5730\u6b69\u3092\u56fa\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ja\/google-tpu-vs-nvidia-gpu\"><u>Google TPU\u5bfeNVIDIA GPU\u306e\u5b8c\u5168\u6bd4\u8f03<\/u><\/a>\u306f\u3001\u7279\u5b9a\u306e\u63a8\u8ad6\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u304a\u3044\u3066\u5c02\u7528\u30b7\u30ea\u30b3\u30f3\u304c\u30b3\u30b9\u30c8\u9762\u3067\u512a\u4f4d\u306b\u7acb\u3066\u308b\u7406\u7531\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u2014\u2014\u305f\u3060\u3057\u3001\u5b8c\u5168\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30b9\u30bf\u30c3\u30af\u3068\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u30aa\u30fc\u30d0\u30fc\u30d8\u30c3\u30c9\u3092\u8003\u616e\u3059\u308b\u3068\u3001GPU\u306e\u7d4c\u6e08\u6027\u304c\u4f9d\u7136\u3068\u3057\u3066\u52dd\u308b\u5834\u5408\u304c\u591a\u3044\u3068\u3044\u3046\u30d5\u30a2\u30f3\u6c0f\u306e\u6307\u6458\u3082\u6b63\u3057\u3044\u306e\u3067\u3059\u3002<\/p>\n<h2 id=\"\u3064\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u8a08\u7b97\u9700\u8981\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b\"><strong>4. 3\u3064\u306e\u6210\u9577\u30a8\u30f3\u30b8\u30f3\uff1a\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u8a08\u7b97\u9700\u8981\u3092\u30de\u30c3\u30d4\u30f3\u30b0\u3059\u308b<\/strong><\/h2>\n<p>\u30d5\u30a2\u30f3\u6c0f\u306fNVIDIA\u306e\u53ce\u76ca\u30923\u3064\u306e\u72ec\u7acb\u3057\u305f\u6210\u9577\u30a8\u30f3\u30b8\u30f3\u306b\u5206\u985e\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6226\u7565\u7684\u306a\u67a0\u7d44\u307f\u81ea\u4f53\u304c\u5206\u6790\u7684\u306a\u91cd\u307f\u3092\u6301\u3063\u3066\u3044\u307e\u3059\uff1a<\/p>\n<table>\n<colgroup>\n<col style=\"width: 43%\" \/>\n<col style=\"width: 36%\" \/>\n<col style=\"width: 20%\" \/>\n<\/colgroup>\n<thead>\n<tr>\n<th>\u6210\u9577\u30a8\u30f3\u30b8\u30f3<\/th>\n<th>\u53ce\u76ca\u30b7\u30a7\u30a2<\/th>\n<th>\u52d5\u5411<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><strong>AI\u30e9\u30dc<\/strong><\/td>\n<td>~20%<\/td>\n<td>OpenAI\u3001Anthropic\u306a\u3069\u306e\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u30e2\u30c7\u30eb\u958b\u767a\u8005\uff1b\u9700\u8981\u306f\u5909\u52d5\u3059\u308b\u304c\u500b\u5225\u6848\u4ef6\u306e\u898f\u6a21\u306f\u5de8\u5927\uff1b\u6700\u8fd1\u306e\u50be\u5411\uff1aASIC\u304b\u3089GPU\u3078\u306e\u56de\u5e30<\/td>\n<\/tr>\n<tr>\n<td><strong>\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9<\/strong><\/td>\n<td>~50%<\/td>\n<td>Microsoft\u3001Meta\u3001Amazon\u3001Google\uff1b\u5b89\u5b9a\u7684\u306b\u62e1\u5927\uff1b\u6210\u9577\u306f\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u304b\u3089\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u3001CPU\u3078\u3068\u62e1\u5f35<\/td>\n<\/tr>\n<tr>\n<td><strong>\u30bd\u30d6\u30ea\u30f3AI + \u7523\u696dAI + \u65b0\u8208AI\u30af\u30e9\u30a6\u30c9<\/strong><\/td>\n<td>~30%<\/td>\n<td>\u6700\u3082\u6210\u9577\u304c\u901f\u3044\u30bb\u30b0\u30e1\u30f3\u30c8\uff1bASIC\u4ee3\u66ff\u306e\u5f71\u97ff\u304c\u6700\u3082\u5c11\u306a\u3044\uff1b\u30c7\u30fc\u30bf\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\/\u571f\u5730\u5236\u7d04\u3001\u56fd\u5bb6\u30ec\u30d9\u30eb\u306eAI\u81ea\u5f8b\u6027\u304c\u539f\u52d5\u529b<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u7279\u7b46\u3059\u3079\u304d\u306f3\u3064\u76ee\u306e\u30a8\u30f3\u30b8\u30f3\u2014\u2014\u30bd\u30d6\u30ea\u30f3AI\u3067\u3059\u3002\u30d5\u30a2\u30f3\u6c0f\u306f\u3001\u5404\u56fd\u653f\u5e9c\u304cAI\u30a4\u30f3\u30d5\u30e9\u3092\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u8cc7\u7523\u3068\u3057\u3066\u6271\u3063\u3066\u304a\u308a\u3001\u305d\u306e\u6295\u8cc7\u8ad6\u7406\u306f\u5546\u696d\u30af\u30e9\u30a6\u30c9\u3068\u306f\u7570\u306a\u308b\u3068\u5f37\u8abf\u3057\u307e\u3057\u305f\uff1a<strong>\u300c\u5f7c\u3089\u306f\u30b3\u30b9\u30c8\u3092\u6700\u9069\u5316\u3057\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u81ea\u5f8b\u6027\u3092\u6700\u9069\u5316\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u300d<\/strong><\/p>\n<p>\u898b\u843d\u3068\u3055\u308c\u304c\u3061\u306a\u30cf\u30a4\u30e9\u30a4\u30c8\uff1aNVIDIA\u306e <strong>CPU\u30d3\u30b8\u30cd\u30b9<\/strong>\u3002\u30d5\u30a2\u30f3\u6c0f\u306f\u4eca\u4f1a\u8a08\u5e74\u5ea6\u306eCPU\u53ce\u76ca\u3092\u7d04 <strong>200\u5104\u30c9\u30eb<\/strong>\u3068\u4e88\u6e2c\u3057\u3001\u305d\u306e\u534a\u5206\u8fd1\u304f\u304c\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30f3\u306eVera CPU\u30e9\u30c3\u30af\u304b\u3089\u3082\u305f\u3089\u3055\u308c\u308b\u3068\u3057\u3066\u3044\u307e\u3059\u2014\u2014NVIDIA\u304c\u6c4e\u7528\u30b5\u30fc\u30d0\u30fcCPU\u5e02\u5834\u306b\u672c\u683c\u53c2\u5165\u3057\u3001Intel Xeon\u3068AMD EPYC\u306b\u76f4\u63a5\u6311\u6226\u3059\u308b\u52d5\u304d\u3067\u3059\u3002<\/p>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ja\/gpu-npu-tpu-lpu\"><u>GPU\u3001NPU\u3001TPU\u3001LPU\uff1a2026\u5e74AI\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u5b8c\u5168\u7248\u56f3<\/u><\/a>\u306f\u3001NVIDIA\u304cGPU\u304b\u3089CPU\u3001DPU\u3078\u3068\u88fd\u54c1\u30e9\u30a4\u30f3\u3092\u62e1\u5927\u3057\u3066\u3044\u308b\u7406\u7531\u2014\u2014\u591a\u89d2\u5316\u3067\u306f\u306a\u304f\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u69cb\u7bc9\u3067\u3042\u308b\u3053\u3068\u3092\u89e3\u8aac\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h2 id=\"\u30ea\u30b9\u30af\u3068\u8ab2\u984c\u5e02\u5834\u304c\u4f9d\u7136\u3068\u3057\u3066\u4e0d\u5b89\u3092\u62b1\u3048\u308b\u7406\u7531\"><strong>5. \u30ea\u30b9\u30af\u3068\u8ab2\u984c\uff1a\u5e02\u5834\u304c\u4f9d\u7136\u3068\u3057\u3066\u4e0d\u5b89\u3092\u62b1\u3048\u308b\u7406\u7531<\/strong><\/h2>\n<p>\u30d5\u30a2\u30f3\u6c0f\u306e\u81ea\u4fe1\u306b\u6e80\u3061\u305f\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001Morgan Stanley\u306e\u30ec\u30dd\u30fc\u30c8\u306f4\u3064\u306e\u4e3b\u8981\u30ea\u30b9\u30af\u3092\u5217\u6319\u3057\u3066\u3044\u307e\u3059\uff1a<\/p>\n<ol type=\"1\">\n<li><strong>\u4e88\u60f3\u4ee5\u4e0a\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u4f9b\u7d66\u62e1\u5927<\/strong>\u2014\u2014TSMC CoWoS\u306e\u62e1\u5f35\u304c\u9700\u8981\u3092\u4e0a\u56de\u308b\u304b\u3001\u7af6\u5408\u4ed6\u793e\uff08Samsung 2nm GAA\uff09\u306e\u6b69\u7559\u307e\u308a\u304c\u7a81\u7834\u3059\u308c\u3070\u3001GPU\u4f9b\u7d66\u904e\u5270\u304cNVIDIA\u306e\u4fa1\u683c\u6c7a\u5b9a\u529b\u3092\u640d\u306a\u3046\u53ef\u80fd\u6027<\/li>\n<li><strong>AI\u7814\u7a76\u958b\u767a\u30b3\u30b9\u30c8\u306e\u5287\u7684\u306a\u4f4e\u4e0b<\/strong>\u2014\u2014DeepSeek\u306e\u3088\u3046\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u9769\u65b0\u304c\u8a13\u7df4\u8a08\u7b97\u8981\u4ef6\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3059\u308c\u3070\u3001\u5358\u4f4d\u3042\u305f\u308a\u9700\u8981\u304c\u6e1b\u5c11<\/li>\n<li><strong>\u7af6\u5408\u306e\u7834\u58ca\u7684\u88fd\u54c1<\/strong>\u2014\u2014AMD\u3001Intel\u3001\u307e\u305f\u306f\u65b0\u8208ASIC\u30d9\u30f3\u30c0\u30fc\u304c\u7279\u5b9a\u306e\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3067GPU\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308b\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u53ef\u80fd\u6027<\/li>\n<li><strong>\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u304c\u7af6\u5408\u306b\u8ee2\u3058\u308b\u30ea\u30b9\u30af<\/strong>\u2014\u2014Google TPU\u306f\u6700\u3082\u6210\u719f\u3057\u305fASIC\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\uff1bMeta\u306eIris\u30c1\u30c3\u30d7\u306f9\u6708\u306b\u91cf\u7523\u958b\u59cb\uff1b\u5927\u53e3\u9867\u5ba2\u304c\u30e9\u30a4\u30d0\u30eb\u306b\u306a\u308b\u30ea\u30b9\u30af\u306f\u7d99\u7d9a<\/li>\n<\/ol>\n<p>\ud83d\udd17 <a href=\"https:\/\/ai-stack.ai\/ja\/meta-compute-ai-cloud\"><u>Meta Compute\uff1a\u30b6\u30c3\u30ab\u30fc\u30d0\u30fc\u30b0\u306e1,450\u5104\u30c9\u30ebAI\u8ced\u535a\u3068\u4e16\u754c\u534a\u5c0e\u4f53\u58f2\u308a<\/u><\/a>\u306e\u4e8b\u4f8b\u306f\u3001\u300c\u8a08\u7b97\u904e\u5270\u300d\u3078\u306e\u6050\u6016\u304c\u3001\u305f\u3068\u3048\u6839\u62e0\u304c\u306a\u3044\u3068\u5224\u660e\u3057\u3066\u3082\u30011\u65e5\u3067\u6570\u5343\u5104\u30c9\u30eb\u306e\u5e02\u5834\u4fa1\u5024\u3092\u84b8\u767a\u3055\u305b\u3046\u308b\u3053\u3068\u3092\u793a\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u3053\u308c\u3089\u306e\u30ea\u30b9\u30af\u306e\u305d\u308c\u305e\u308c\u304c\u3001\u9006\u8aac\u7684\u306bNVIDIA\u306e\u5800\u306e\u6df1\u3055\u3092\u969b\u7acb\u305f\u305b\u3066\u3044\u307e\u3059\u3002<strong>\u3042\u3089\u3086\u308b\u8105\u5a01\u30b7\u30ca\u30ea\u30aa\u306f\u3001\u7af6\u5408\u304c\u307e\u305a\u6280\u8853\u3001\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3001\u898f\u6a21\u3067NVIDIA\u3068\u4e26\u3076\u3053\u3068\u3092\u524d\u63d0\u3068\u3057\u3066\u3044\u307e\u3059<\/strong>\u2014\u2014\u305d\u3057\u3066\u305d\u308c\u3053\u305d\u304c\u3001\u6700\u3082\u56f0\u96e3\u306a\u90e8\u5206\u306a\u306e\u3067\u3059\u3002<\/p>\n<h2 id=\"\u7d50\u8ad6gpu\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u9032\u5316\"><strong>\u7d50\u8ad6\uff1aGPU\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u9032\u5316<\/strong><\/h2>\n<p>\u30d5\u30a2\u30f3\u6c0f\u304cMorgan Stanley\u3067\u793a\u3057\u305f\u306e\u306f\u3001\u8868\u9762\u7684\u306b\u306f3\u3064\u306e\u5f31\u6c17\u7b4b\u3078\u306e\u53cd\u8ad6\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u3088\u308a\u6df1\u3044\u30e1\u30c3\u30bb\u30fc\u30b8\u306f\u3001NVIDIA\u306e <strong>GPU\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304b\u3089\u3001GPU\u3001CPU\u3001DPU\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u3092\u7db2\u7f85\u3059\u308b\u7d71\u5408\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u306e\u9032\u5316<\/strong>\u3067\u3057\u305f\u3002<\/p>\n<p>\u3053\u306e\u6226\u7565\u7684\u542b\u610f\uff1a\u9867\u5ba2\u304c\u30e9\u30c3\u30af\u30b9\u30b1\u30fc\u30eb\u306e\u30b7\u30b9\u30c6\u30e0\u2014\u2014Vera CPU\u304b\u3089Rubin Ultra GPU\u3001Spectrum-X\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u307e\u3067\u2014\u2014\u3092\u8cfc\u5165\u3059\u308b\u3068\u304d\u3001\u5358\u4e00\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u306e\u4ee3\u66ff\u53ef\u80fd\u6027\u306f\u6025\u6fc0\u306b\u4f4e\u4e0b\u3057\u307e\u3059\u3002NVIDIA\u306f\u30c1\u30c3\u30d7\u3092\u58f2\u3063\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u304f\u3001<strong>\u5206\u89e3\u306b\u62b5\u6297\u3059\u308b\u7d71\u5408\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/strong>\u3092\u58f2\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n<p>AI\u30a4\u30f3\u30d5\u30e9\u3092\u8a08\u753b\u3059\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u3053\u306e\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u304c\u793a\u3059\u6838\u5fc3\u7684\u6559\u8a13\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\uff1a<\/p>\n<ol type=\"1\">\n<li><strong>\u8a08\u7b97\u4f9b\u7d66\u306f\u5e0c\u5c11\u6027\u304b\u3089\u8c4a\u5bcc\u3055\u3078\u79fb\u884c\u3057\u3064\u3064\u3042\u308b\u304c\u3001\u6700\u5148\u7aef\u306e\u8a08\u7b97\u80fd\u529b\u306f\u4f9d\u7136\u3068\u3057\u3066\u96c6\u4e2d\u3057\u3066\u3044\u308b<\/strong>\u2014\u2014\u8abf\u9054\u6226\u7565\u3067\u306f\u300c\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u8a08\u7b97\u300d\u3068\u300c\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u8a08\u7b97\u300d\u3092\u533a\u5225\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b<\/li>\n<li><strong>ASIC\u3068GPU\u306f\u30bc\u30ed\u30b5\u30e0\u30b2\u30fc\u30e0\u3067\u306f\u306a\u3044<\/strong>\u2014\u2014\u4e21\u8005\u306f\u9577\u671f\u5171\u5b58\u3057\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\uff08\u8a13\u7df4\u5bfe\u63a8\u8ad6\uff09\u306b\u57fa\u3065\u3044\u3066\u6700\u9069\u306a\u9078\u629e\u3092\u3059\u3079\u304d<\/li>\n<li><strong>NVIDIA\u306e\u4fa1\u683c\u6c7a\u5b9a\u529b\u306f\u30b7\u30ea\u30b3\u30f3\u3067\u306f\u306a\u304f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u7531\u6765\u3059\u308b<\/strong>\u2014\u2014CUDA\u306e\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u52b9\u679c\u306f\u77ed\u671f\u7684\u306b\u8907\u88fd\u56f0\u96e3<\/li>\n<li><strong>\u30bd\u30d6\u30ea\u30f3AI\u3068\u7523\u696dAI\u304c\u6b21\u306e\u6ce2\u3067\u3042\u308b<\/strong>\u2014\u2014\u3053\u308c\u3089\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u9867\u5ba2\u57fa\u76e4\u304c\u3088\u308a\u5206\u6563\u3057\u3001\u9700\u8981\u304c\u3088\u308a\u591a\u69d8\u3067\u3042\u308b\u305f\u3081\u3001NVIDIA\u306b\u3068\u3063\u3066\u3088\u308a\u5b89\u5b9a\u3057\u305f\u53ce\u76ca\u57fa\u76e4\u3092\u610f\u5473\u3059\u308b<\/li>\n<\/ol>\n<p>\u30d5\u30a2\u30f3\u6c0f\u306e\u7de0\u3081\u304f\u304f\u308a\u306e\u4e00\u8a00\u304c\u3001\u3053\u306e\u77ac\u9593\u3092\u6700\u3082\u3088\u304f\u6349\u3048\u3066\u3044\u307e\u3059\uff1a<strong>\u300c\u696d\u754c\u3067\u3001\u81ea\u5206\u306e\u8a08\u7b97\u80fd\u529b\u304c\u591a\u3059\u304e\u308b\u3068\u601d\u3063\u3066\u3044\u308b\u4eba\u3092\u79c1\u306f\u4e00\u4eba\u3082\u77e5\u308a\u307e\u305b\u3093\u3002\u300d<\/strong><\/p>\n<p><em>\u672c\u8a18\u4e8b\u306fINFINITIX\u30c1\u30fc\u30e0\u306b\u3088\u3063\u3066\u7de8\u96c6\u3055\u308c\u307e\u3057\u305f\u3002\u60c5\u5831\u6e90\uff1a<a href=\"https:\/\/in.investing.com\/news\/stock-market-news\/morgan-stanley-reiterates-overweight-on-nvidia-stock-citing-diversified-growth-93CH-5491461\" target=\"_blank\" rel=\"noopener\">Morgan Stanley NVIDIA Research Report<\/a>\u3001<a href=\"https:\/\/dataconomy.com\/2026\/07\/13\/nvidia-ceo-quarterly-revenue-100-billion\/\" target=\"_blank\" rel=\"noopener\">DataConomy Roadshow Coverage<\/a>\u3001<a href=\"https:\/\/www.edgen.tech\/zh\/news\/post\/nvidias-jensen-huang-denies-rubin-delay-sees-asic-rival-shift-50-to-gpus\" target=\"_blank\" rel=\"noopener\">EdgeN ASIC Competition Analysis<\/a>\u3001<a href=\"https:\/\/semianalysis.com\" target=\"_blank\" rel=\"noopener\">SemiAnalysis Rubin Ultra Technical Analysis<\/a>\u3001\u304a\u3088\u3073\u8907\u6570\u306e\u91d1\u878d\u30e1\u30c7\u30a3\u30a2\u5831\u9053\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>2026\u5e747\u6708\u3001NVIDIA\u306e\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u306fMorgan Stanley\u306e\u975e\u516c\u958b\u6295\u8cc7\u5bb6\u5411\u3051\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u306b\u767b\u58c7\u3057\u3001\u56db\u534a\u671f\u53ce\u76ca\u304c1,000\u5104\u30c9\u30eb\u306b\u8feb\u308b\u4e2d\u3067\u3082\u6210\u9577\u306f\u52a0\u901f\u3057\u3066\u3044\u308b\u3068\u5f37\u8abf\u3057\u307e\u3057\u305f\u3002Rubin Ultra\u306e2027\u5e74\u51fa\u8377\u4e88\u5b9a\u3092\u5805\u6301\u3057\u3001ASIC\u4f9d\u5b58\u3060\u3063\u305f\u4e3b\u8981AI\u30e9\u30dc\u304cGPU\u3078\u56de\u5e30\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u885d\u6483\u7684\u4e8b\u5b9f\u3092\u660e\u304b\u3057\u305f\u672c\u30ed\u30fc\u30c9\u30b7\u30e7\u30fc\u306e\u5168\u5bb9\u3092\u3001\u6570\u5b57\u30fb\u6280\u8853\u30fb\u7af6\u4e89\u74b0\u5883\u304b\u3089\u5fb9\u5e95\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n","protected":false},"author":253372376,"featured_media":13675,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[96987673,96987620,96987673,96987620],"tags":[96987769,96988088,96988088],"class_list":["post-13660","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-news","category-featured-articles","tag-nvidia-2","tag-gpu-2-ja"],"blocksy_meta":[],"acf":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/ai-stack.ai\/wp-content\/uploads\/2026\/07\/ja-1.jpg?fit=1920%2C1080&quality=100&ct=202603031250&ssl=1","jetpack_shortlink":"https:\/\/wp.me\/ph344V-3yk","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/posts\/13660","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=13660"}],"version-history":[{"count":1,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/posts\/13660\/revisions"}],"predecessor-version":[{"id":13663,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/posts\/13660\/revisions\/13663"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/media\/13675"}],"wp:attachment":[{"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/media?parent=13660"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/categories?post=13660"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ai-stack.ai\/ja\/wp-json\/wp\/v2\/tags?post=13660"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}