# Nvidiaæ ªã«é¢ããç§ã®èŠè§£
äœãèµ·ããã
NvidiaïŒãã£ãã«ãŒ: NVDAïŒã®æ ªäŸ¡ã1åã®ã»ãã·ã§ã³ã§8%äžæããæè¿ã®äžèœããåçºããŸãããããã¯ãæè³å®¶ãåå°äœå€§æã®Nvidiaã«å¯Ÿããä¿¡é Œãåãæ»ããããšã瀺ããŠããŸãããã®å€§å¹
ãªäžæã¯ãNvidiaã人工ç¥èœïŒAIïŒãããã®çç£ã«ãããŠåŒãç¶ãäž»å°çãªå°äœãå ããŠããããšãèæ¯ã«ãããŸããæäŸ¡ç·é¡ã1å
ãã«ãè¶
ããNvidiaã¯ãåãªããã¯ãããžãŒäŒæ¥ã®äžå¡ã§ã¯ãªããåå°äœã»ã¯ã¿ãŒå
šäœã®ææšãšãèšããååšã§ãã
Nvidiaã®æ ªäŸ¡ã®å埩ã¯ãæè¿ã®æ ªåŒåžå Žã®ãã©ãã£ãªãã£ãèæ
®ãããšç¹ã«æ³šç®ã«å€ããŸããæ°é±éåãNvidiaãå«ãå€ãã®ãã¯ãããžãŒæ ªã¯éå©äžæã«ããäžæŒãå§åã«çŽé¢ããŸããããNvidiaã®AIæè¡ã掻çšããèœåãåã³æè³å®¶ã®é¢å¿ãåŒãå¯ããã»ã³ãã¡ã³ãã®å転ã®å
ãã瀺ããŠããŸãã
ãªãéèŠã
Nvidiaã®æ ªäŸ¡ã®äžæã¯ãAIæè¡ã«å¯ŸããéèŠã®é«ãŸããåæ ããŠããŸãããã®ååã¯æè³å®¶ã®éã§åŒ·æ°ã®ã»ã³ãã¡ã³ããçã¿åºããNvidiaãçŸåšã®åžå Žããžã·ã§ã³ãç¶æããã ãã§ãªããAIåéã§ã®åœ±é¿åãæ¡å€§ãã€ã€ãããšèŠãããŠããŸããNvidiaã®GPUïŒã°ã©ãã£ãã¯ã¹åŠçãŠãããïŒã¯AIã¢ãã«ã®ãã¬ãŒãã³ã°ã«äžå¯æ¬ ã§ãããäŒæ¥ãAIãœãªã¥ãŒã·ã§ã³ãå°å
¥ããäžã§éåžžã«æ±ããããŠããŸãã
ç¹ã«è峿·±ãã®ã¯ãNvidiaã®å埩ãåºç¯ãªãã¯ãããžãŒã»ã¯ã¿ãŒã«äžãã圱é¿ã§ããåå°äœæ¥çã®ãªãŒããŒãšããŠãNvidiaã®ããã©ãŒãã³ã¹ã¯ä»ã®ãã¯ãããžãŒæ ªã«ã圱é¿ãäžããå¯èœæ§ããããŸããNvidiaã®å¥œèª¿ãä»ã®åå°äœäŒæ¥ãäŸãã°AMDãIntelãžã®æè³ãä¿é²ãããããããŸããããéã«åŒ±æ°ã®å
åãèŠããã°ããã®ã·ããªãªã¯äžå€ãããã¯ãããžãŒæ¥çå
šäœã«ãã¬ãã£ããªåœ±é¿ãåãŒãå¯èœæ§ããããŸãã
åžå Žãžã®åœ±é¿
Nvidiaã®æ ªäŸ¡ã®åãã«å¯Ÿããåžå Žã®å³æåå¿ã¯ããã¯ãããžãŒäžå¿ã®åçš®ææ°ã«å€§ããªåœ±é¿ãäžããŸãããå€ãã®æé·æ ªãäžå ŽããŠãããã¹ããã¯ç·åææ°ã¯ãNvidiaã®æ¥çžŸãšåžå Žã»ã³ãã¡ã³ããåããŠçŽ2%äžæããŸããããŸããAdvanced Micro DevicesïŒAMDïŒãIntelïŒINTCïŒãªã©ä»ã®åå°äœæ ªãæ ªäŸ¡ãäžæããæ¥çå
šäœãžã®æ¥œèгçãªèŠæ¹ãåæ ããŠããŸãã
ããããå
šäœã®åžå Žã¯äŸç¶ãšããŠæ
éã§ããNvidiaã®æ ªäŸ¡ãå埩åŸåã«ããäžæ¹ã§ãã¢ããªã¹ãã®äžã«ã¯ãããçæçãªåçºã«éããªãã®ã§ã¯ãªãããšæžå¿µãã声ããããŸããäŸãã°ããã£ã©ãã«ãã£ã¢åå°äœææ°ïŒSOXïŒã¯æè¿ã®ããã©ãŒãã³ã¹ãæ··åšããŠããããã¹ãŠã®ãã¬ã€ã€ãŒãNvidiaã®æ¥éš°ããå¹³çã«æ©æµãåããããã§ã¯ãªãããšã瀺ããŠããŸãããã®ä¹é¢ã¯ããã¯ãããžãŒæ ªã«å¯Ÿããäžç¢ºå®æ§ãäŸç¶ãšããŠç¶ããŠããããšãæµ®ã圫ãã«ããŠããŸãã
ãã¬ãŒãã£ã³ã°ã®èŠç¹
ã¢ã¯ãã£ããã¬ãŒããŒã«ãšã£ãŠãNvidiaã®çŸåšã®æ ªäŸ¡æ°Žæºã¯éåžžã«éèŠã§ããæè¿ãæ ªäŸ¡ã¯çŽ400ãã«ã®éèŠãªãµããŒãã©ã€ã³ããåçºãã匷æ°ãã¬ãŒããŒã«ãšã£ãŠã®ãšã³ããªãŒãã€ã³ããšãªãå¯èœæ§ããããŸãããããã450ãã«ã®ã¬ãžã¹ã¿ã³ã¹ã©ã€ã³ã«ã泚ç®ãéãŸã£ãŠããããã®ãŸãŒã³ãçªç Žã§ããã°åŒ·åãªäžæã¢ã¡ã³ã¿ã ã瀺ãããšãæåŸ
ãããŸããäžæ¹ã§ã400ãã«ãç¶æã§ããªãå Žåã¯ã匷æ°ããžã·ã§ã³ã®åè©äŸ¡ãè¿«ããããããããŸããã
ãã¬ãŒããŒãã¡ã¯ãNvidiaã®æ ªäŸ¡ãAIã®é²å±ãæ¥çžŸå ±åã«é¢é£ãããã¥ãŒã¹ã«å¯ŸããŠææã«åå¿ããããããã©ãã£ãªãã£ã®æ¡å€§ã«ã泚ç®ããŠããŸããæ¥æäºå®ãããŠããæ¥çžŸå ±åã¯ãNvidiaã®æè¿ã®äžæãæç¶å¯èœãã©ããã倿ããããã®éèŠãªã«ã¿ãªã¹ããšãªãã§ããããããå瀟ãè¯å¥œãªçµæãå ±åããã°ãå床ã®è²·ããä¿é²ãã匷æ°ã®ã»ã³ãã¡ã³ãã匷åããããšã«ãªãã§ãããããããã匱æ°ã®å
åãããã°ãæ¥æ¿ãªå£²ããçºçããå¯èœæ§ããããŸãã
ä»åŸã®æ³šç®ç¹
ä»åŸãNvidiaã®æ ªäŸ¡ååã«åœ±é¿ãäžããããã€ãã®ã«ã¿ãªã¹ããæ§ããŠããŸããNvidiaã®ååææ¥çžŸå ±åã¯11æäžæ¬ã«äºå®ãããŠãããç«¶äºãæ¿åããäžã§ã®æé·ãšåçæ§ã«é¢ãããããªãæŽå¯ãæäŸããå¯èœæ§ããããŸãããŸããåžå Žã¯ã€ã³ãã¬ãéå©ã«é¢ããçµæžããŒã¿ã®çºè¡šã«ã泚ç®ããŠããããããã®èŠå ããã¯ãããžãŒæ ªã«å¯Ÿããæè³å®¶ã®ã»ã³ãã¡ã³ãã«å€§ããªåœ±é¿ãäžããããšãæåŸ
ãããŠããŸãã
匷æ°ã®ã·ããªãªã§ã¯ãNvidiaãAIããžãã¹ã§åŒãç¶ã匷ãããã©ãŒãã³ã¹ã瀺ãã売äžãæåŸ
ãäžåããæç¶çãªéèŠã瀺åããã¬ã€ãã³ã¹ãæäŸããå¿
èŠããããŸããéã«ã匱æ°ã®çµæãåºãå Žåãæ¥çžŸå ±åãæé·ã®éåã瀺ããããçµæžææšãäžéã瀺åãããããã°ããã¯ãããžãŒãžã®æ¯åºãæžå°ããããšã«ã€ãªãããŸãã
Nvidiaã«ãšã£ãŠã®æ¬¡ã®è©Šéç³ã¯ã11æ15æ¥ã®æ¥çžŸå ±åã§ãããããŸã§ã®éãæè¿ã®å埩ããã®ã¢ã¡ã³ã¿ã ãäž»å°çãªå