äœãèµ·ããã
ãªã©ã¯ã«ã»ã³ãŒãã¬ãŒã·ã§ã³ïŒNYSE:ORCLïŒã¯ããªããã³ãã€ããŒããã®æ Œäžãã«ãããæ ªäŸ¡ãçŽ11%æ¥äžæããŸãããæ°ããç®æšæ ªäŸ¡ã¯210ãã«ãã235ãã«ã«åŒãäžããããå瀟ã®å°æ¥ã®åçæé·ã«å¯Ÿãã匷ãèªä¿¡ã瀺ãããŠããŸãããã®å€§ããªåãã¯ããªã©ã¯ã«ãä»åŸ10幎éã§ã®æé·ãæåŸ ããããããæ ªã®äžã€ã§ããããšã匷調ããŠããŸããç¹ã«æ¥éã«é²åãããã¯ãããžãŒç°å¢ã®äžã§ããã®éèŠæ§ãå¢ããŠããŸãã
ãã®æ Œäžãã¯ãã¢ããªã¹ãã®ãã©ã€ã¢ã³ã»ã·ã¥ã¯ã«ãã«ãã£ãŠ5æ12æ¥ã«çºè¡šãããŸããããªã©ã¯ã«ã¯ãåŸæ¥ã®ããŒã¿ããŒã¹ãµãŒãã¹ã ãã§ãªããäŒæ¥ã«ãšã£ãŠãŸããŸãéèŠãªã¯ã©ãŠãã³ã³ãã¥ãŒãã£ã³ã°ãœãªã¥ãŒã·ã§ã³ã®æ¡å ã«ãåãå ¥ããŠããŸãã1æ ªãããã®å©çïŒEPSïŒãå€§å¹ ã«æ¹åãããèŠèŸŒã¿ã§ããããã®æ Œäžãã¯ãªã©ã¯ã«ã®æé·è»éã«å¯Ÿããåºç¯ãªæ¥œèŠ³äž»çŸ©ãåæ ããŠããŸãã
ãªãéèŠã
ãªã©ã¯ã«ã»ã³ãŒãã¬ãŒã·ã§ã³ã®ç®æšæ ªäŸ¡ã235ãã«ã«åŒãäžããããããšã¯ãåžå Žãåç€Ÿã®æç¶çãªåçæé·èœåã«èªä¿¡ãæã£ãŠããããšã瀺ããŠããŸãããã®åŒ·æ°ã®èŠæ¹ã¯ã匷åãªååæã®æ¥çžŸããã¯ã©ãŠããã¯ãããžãŒã掻çšã§ããäŒæ¥ã«æå©ãªåºç¯ãªåžå Žååãªã©ãåºæ¬çãªèŠå ã«ãã£ãŠæ¯ããããŠããŸããæè³å®¶ã¯ããªã©ã¯ã«ãããžã¿ã«éå¶ã«ç§»è¡ããäŒæ¥ã®å¢å ããã¯ã©ãŠããµãŒãã¹ã®éèŠããæ©æµãåããç«å Žã«ãããšèŠãŠããŸãã
çŽè¿ã®åžå Žåå¿ã¯ããã¯ãããžãŒæ ªãç¹ã«ã¯ã©ãŠããšã³ã·ã¹ãã ã®äžéšã§ããæ ªåŒãžã®ã»ã³ãã¡ã³ãã®å€åãåæ ããŠããŸãããªã©ã¯ã«ãæäŸãããµãŒãã¹ã匷åãããããšã§ãããå€ãã®é¡§å®¢ãæ¹ãã€ããå¯èœæ§ãããããããåçã«å€§ããªåœ±é¿ãäžãããããããŸãããç¹ã«ããã®æ Œäžãã¯ãã¹ã±ãŒã©ãã«ãªã¯ã©ãŠããœãªã¥ãŒã·ã§ã³ãæäŸã§ããäŒæ¥ã泚ç®ãéããåŸåã®äžç°ãšããŠèŠãããŠããŸãããªã©ã¯ã«ã¯ãGPU販売ã«ã¯ã©ãŠãæè¡ã倧ããäŸåããŠããNVDAïŒãšãããã£ã¢ïŒãªã©ã®ç«¶åã«æ¯ã¹ãåªäœæ§ãæã€å¯èœæ§ããããŸãã
åžå Žãžã®åœ±é¿
ãªã©ã¯ã«ã»ã³ãŒãã¬ãŒã·ã§ã³ã®æ Œäžãã®æ³¢å广ã¯ãåç€Ÿã®æ ªäŸ¡ã«ãšã©ãŸãããåºç¯ãªãã¯ãããžãŒã»ã¯ã¿ãŒã«ã圱é¿ãäžããŠããŸããç¹ã«ãã¯ã©ãŠãã³ã³ãã¥ãŒãã£ã³ã°ãAIåéã§éèŠãªåœ¹å²ãæãããŠããNVDAã®æ ªäŸ¡ãé¡èã«äžæãããã¯ãããžãŒæ ªéã®çžäºé¢é£æ§ã瀺ããŠããŸããæ ŒäžãåŸã®ãªã©ã¯ã«ã®æ ªäŸ¡ã¯ããã®ãµãŒãã¹ã«å¯Ÿãã匷ãéèŠãåæ ããŠãããNVDAã®ããã©ãŒãã³ã¹ã¯ãã¯ãããžãŒã»ã¯ã¿ãŒå šäœã«ãããæ¥œèŠ³äž»çŸ©ã匷調ããŠããŸãã

