{"id":15408,"date":"2026-05-21T23:59:28","date_gmt":"2026-05-21T14:59:28","guid":{"rendered":"https:\/\/invest-news-source.com\/?p=15408"},"modified":"2026-05-21T23:59:29","modified_gmt":"2026-05-21T14:59:29","slug":"nvidia%e3%80%8e%e5%ae%8c%e7%92%a7%e3%81%aa%e6%b1%ba%e7%ae%97%e3%80%8f%e3%81%a8%e6%97%a5%e7%b5%8c%e5%b9%b3%e5%9d%872140%e5%86%86%e9%ab%98-%e5%8d%8a%e5%b0%8e%e4%bd%93%e7%9b%b8%e5%a0%b4","status":"publish","type":"post","link":"https:\/\/invest-news-source.com\/?p=15408","title":{"rendered":"NVIDIA\u300e\u5b8c\u74a7\u306a\u6c7a\u7b97\u300f\u3068\u65e5\u7d4c\u5e73\u57472,140\u5186\u9ad8 \u2014 \u534a\u5c0e\u4f53\u76f8\u5834\u30923\u5c64\u69cb\u9020\u3067\u89e3\u5256\u3059\u308b"},"content":{"rendered":"


\n<\/p>\n

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\n

\u672c\u7a3f\u306e\u69cb\u6210<\/p>\n

    \n
  1. \u6c7a\u7b97\u306e\u6570\u5b57\u3092\u78ba\u8a8d\u3059\u308b \u2014 \u4f55\u304c\u826f\u304f\u3066\u3001\u4f55\u304c\u300c\u8db3\u308a\u306a\u304b\u3063\u305f\u300d\u306e\u304b<\/li>\n
  2. \u7c73\u6642\u9593\u5916\u3068\u65e5\u672c\u5e02\u5834\u306e\u5bfe\u7167\u7684\u53cd\u5fdc \u2014 \u305d\u306e\u6e29\u5ea6\u5dee\u306e\u6b63\u4f53<\/li>\n
  3. NVIDIA\u3092\u53d6\u308a\u5dfb\u304f3\u3064\u306e\u9006\u98a8 \u2014 \u4e2d\u56fd\u30fb\u7af6\u5408\u30fbPSR\u5727\u529b<\/li>\n
  4. 3\u3064\u306e\u8ffd\u3044\u98a8 \u2014 Blackwell\u9700\u8981\u30fb\u682a\u4e3b\u9084\u5143\u30fb\u65e5\u672c\u682a\u306e\u5272\u5b89\u611f<\/li>\n
  5. \u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a \u2014 5\u30ec\u30a4\u30e4\u30fc\u3067\u53d7\u76ca\u306e\u6fc3\u6de1\u3092\u5206\u89e3<\/li>\n
  6. NT\u500d\u738716.37\u3068\u300c\u5e73\u5747\u56de\u5e30\u300d\u306e\u30ea\u30b9\u30af<\/li>\n
  7. \u7dcf\u62ec \u2014 \u77ed\u671f\u53cd\u767a\u3068\u9577\u671f\u69cb\u9020\u5909\u5316\u3092\u6574\u7406\u3059\u308b<\/li>\n<\/ol>\n<\/div>\n

    1. \u6c7a\u7b97\u306e\u6570\u5b57\u3092\u78ba\u8a8d\u3059\u308b \u2014 \u4f55\u304c\u826f\u304f\u3066\u3001\u4f55\u304c\u300c\u8db3\u308a\u306a\u304b\u3063\u305f\u300d\u306e\u304b<\/h2>\n

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    \n\n\n\n\n\n\n\n\n\n
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    26\u5e742\u301c4\u6708\u671f \u58f2\u4e0a\u9ad8<\/strong><\/td>\n816\u51041,500\u4e07\u30c9\u30eb\uff08\u524d\u5e74\u540c\u671f\u6bd4 +85%<\/strong>\uff09<\/td>\n\u4e88\u60f3789\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308b<\/td>\n<\/tr>\n
    26\u5e745\u301c7\u6708\u671f \u58f2\u4e0a\u898b\u901a\u3057<\/strong><\/td>\n910\u5104\u30c9\u30eb\uff08\u524d\u5e74\u540c\u671f\u6bd4 +95%<\/strong>\u3001\u7d0414\u5146\u5186\uff09<\/td>\n\u4e88\u60f3873\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308b<\/td>\n<\/tr>\n
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    \u7c97\u5229\u7387\uff08\u7126\u70b9\uff09<\/strong><\/td>\n\u5e02\u5834\u671f\u5f85\u306f75%\u5fc5\u9054<\/strong>\u30e9\u30a4\u30f3<\/td>\n\u4e8b\u524d\u4e88\u60f3\u30ec\u30f3\u30b873\u301c75%<\/td>\n<\/tr>\n
    \u682a\u4e3b\u9084\u5143<\/strong><\/td>\n\u682a\u5f0f\u8cb7\u3044\u623b\u3057\u67a0\u306e\u62e1\u5145\u3092\u767a\u8868<\/td>\n\u4e88\u60f3\u4ee5\u4e0a\u306e\u9084\u5143\u5f37\u5316<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

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    2. \u7c73\u6642\u9593\u5916\u3068\u65e5\u672c\u5e02\u5834\u306e\u5bfe\u7167\u7684\u53cd\u5fdc \u2014 \u305d\u306e\u6e29\u5ea6\u5dee\u306e\u6b63\u4f53<\/h2>\n

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    \n\nNVIDIA\u6c7a\u7b97\u5f8c\u306e\u5e02\u5834\u53cd\u5fdc\uff1a\u7c73\u56fd vs \u65e5\u672c<\/text>\n2026\u5e745\u670820\u65e5\uff08\u7c73\u6642\u9593\u5916\uff09\u301c 5\u670821\u65e5\uff08\u6771\u4eac\u524d\u5834\uff09<\/text>\n\n\n\u7c73\u6642\u9593\u5916\u53d6\u5f15\uff08NVDA\uff09<\/text>\n\n\u901a\u5e38\u53d6\u5f15\u7d42\u5024\u6bd4 -1%\u8d85 \u4e0b\u843d<\/text>\n\u25b8 \u696d\u7e3e\u306f\u4e88\u60f3\u8d85\u3067\u3082\u300c\u7e54\u308a\u8fbc\u307f\u6e08\u307f\u300d<\/text>\n\u25b8 5\u301c7\u6708\u671f\u898b\u901a\u3057\u304c\u300c\u4e00\u90e8\u6295\u8cc7\u5bb6\u306e\u671f\u5f85\u306b\u5c4a\u304b\u305a\u300d<\/text>\n\u25b8 \u4e0a\u4e0b1%\u8d85\u306e\u5024\u5e45\u3067\u4e71\u9ad8\u4e0b<\/text>\n\u25b8 S&P500\u5148\u7269\u3082\u4e0b\u843d\u3001AI\u30d6\u30fc\u30e0\u671f\u5f85\u304c\u843d\u3061\u7740\u304f<\/text>\n\u2192 \u671f\u5f85\u5024\u304c\u7570\u6b21\u5143\u306b\u9ad8\u3044\u300c\u91cd\u8377\u300d\u304c\u9732\u5448<\/text>\n\n\n\u6771\u4eac\u5e02\u5834 21\u65e5\u524d\u5834<\/text>\n\n\u65e5\u7d4c\u5e73\u5747 +2,140\u5186\u9ad8\uff08+3.58%\uff09<\/text>\n\u25b8 6\u4e07\u5186\u21926\u4e071,945\u5186\u3078\u5927\u5e45\u53cd\u767a<\/text>\n\u25b8 \u30bd\u30d5\u30c8\u30d0\u30f3\u30afG\u304c\u30b9\u30c8\u30c3\u30d7\u9ad8\uff08+19.84%\uff09<\/text>\n\u25b8 \u30a2\u30c9\u30c6\u30b9\u30c8\u30fb\u30d5\u30a1\u30ca\u30c3\u30af\u30fb\u30ad\u30aa\u30af\u30b7\u30a2\u3082\u4e0a\u6607<\/text>\n\u25b8 5\u65e5\u7d9a\u843d\u306e\u30ea\u30d0\u30a6\u30f3\u30c9\uff0bOpenAI IPO\u89b3\u6e2c<\/text>\n\u2192 \u51fa\u9045\u308c\u3068\u5272\u5b89\u611f\u304c\u30ab\u30bf\u30ea\u30b9\u30c8\u306b<\/text>\n\u51fa\u5178\uff1a\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\u3001\u5404\u7a2e\u5e02\u5834\u30c7\u30fc\u30bf\u3088\u308a\u4f5c\u6210<\/text>\n<\/svg>\n<\/div>\n

    \u3053\u306e\u6e29\u5ea6\u5dee\u306f\u3001\u5358\u7d14\u306a\u300c\u6c7a\u7b97\u8a55\u4fa1\u306e\u30ba\u30ec\u300d\u3067\u306f\u306a\u3044\u3002\u7c73\u56fd\u5e02\u5834\u3068\u65e5\u672c\u5e02\u5834\u3067\u306f\u3001NVIDIA\u6c7a\u7b97\u306b\u6301\u3061\u8fbc\u3093\u3067\u3044\u305f\u524d\u63d0\u6761\u4ef6\u304c\u307e\u3063\u305f\u304f\u7570\u306a\u3063\u3066\u3044\u305f<\/strong>\u306e\u304c\u672c\u8cea\u3060\u3002<\/p>\n

    \n
    \n

    \u7c73\u56fd\u5074\u306e\u69cb\u9020<\/p>\n

    \u300c\u5b8c\u74a7\u3067\u3082\u8db3\u308a\u306a\u3044\u300d\u72b6\u614b<\/p>\n

    \u9ad8\u3059\u304e\u308b\u671f\u5f85\u5024\u306e\u91cd\u8377<\/p>\n

    NVIDIA\u682a\u306f\u6642\u4fa1\u7dcf\u984d5.3\u5146\u30c9\u30eb\u3001PER\u4e88\u60f3\u30d9\u30fc\u30b924\u500d\u3002\u76f4\u8fd1\u306e\u6c7a\u7b97\u524d3\u9023\u6557\uff08\u6c7a\u7b97\u7fcc\u65e5\u4e0b\u843d\uff09\u304c\u7d9a\u3044\u3066\u304a\u308a\u3001\u300c\u30d3\u30fc\u30c8\uff06\u30ec\u30a4\u30ba\u300d\u3067\u306f\u9a5a\u304b\u306a\u304f\u306a\u3063\u305f\u5e02\u5834\u5fc3\u7406<\/strong>\u304c\u5f62\u6210\u3055\u308c\u3066\u3044\u305f\u3002\u7c97\u5229\u738775%\u30e9\u30a4\u30f3\u3092\u4e0b\u56de\u3089\u306a\u3044\u9650\u308a\u3001\u4e0a\u6607\u3059\u308b\u305f\u3081\u306e\u65b0\u6750\u6599\u304c\u4e0d\u8db3\u3002<\/p>\n<\/div>\n

    \n

    \u65e5\u672c\u5074\u306e\u69cb\u9020<\/p>\n

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    5\u65e5\u7d9a\u843d\u304b\u3089\u306e\u53cd\u767a\u30a8\u30cd\u30eb\u30ae\u30fc<\/p>\n

    \u65e5\u7d4c\u5e73\u5747\u306f5\u670813\u65e5\u9ad8\u50246\u4e073,799\u5186\u304b\u30895\u65e5\u7d9a\u843d\u30675\u670820\u65e5\u306b6\u4e07\u5186\u5272\u308c\uff085\u4e079,804\u5186\uff09<\/strong>\u3002\u91d1\u5229\u4e0a\u6607\u3068AI\u9298\u67c4\u9006\u56de\u8ee2\u3067\u91cd\u304f\u6c88\u3093\u3067\u3044\u305f\u3002\u6c7a\u7b97\u300c\u5408\u683c\u70b9\u300d\u3068\u300c\u7c73\u30a4\u30e9\u30f3\u505c\u6226\u671f\u5f85\u300d\u300cOpenAI IPO\u89b3\u6e2c\u300d\u304c\u91cd\u306a\u308a\u3001\u81ea\u5f8b\u53cd\u767a\u3068\u65b0\u898f\u8cb7\u3044\u304c\u540c\u6642\u5674\u51fa\u3057\u305f\u3002<\/p>\n<\/div>\n<\/div>\n

    \u91ce\u6751\u30a2\u30bb\u30c3\u30c8\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u77f3\u9ed2\u82f1\u4e4b\u30c1\u30fc\u30d5\u30fb\u30b9\u30c8\u30e9\u30c6\u30b8\u30b9\u30c8\u306f\u3001\u300c\u7c73\u56fd\u306e\u534a\u5c0e\u4f53\u95a2\u9023\u682a\u306f\u6295\u8cc7\u5c3a\u5ea6\u304b\u3089\u898b\u308b\u3068\u5272\u5b89\u3067\u3001\u8db3\u5143\u304b\u30892\u5272\u7a0b\u5ea6\u306e\u4e0a\u6607\u4f59\u5730\u300d<\/strong>\u3068\u8a66\u7b97\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u306f\u30df\u30ba\u30db\u8a3c\u5238\uff08NVDA\u76ee\u6a19\u682a\u4fa1300\u30c9\u30eb\uff09\u3001\u305d\u306e\u4ed6\u8a3c\u5238\uff08280\u30c9\u30eb\uff09\u306a\u3069\u3001\u6c7a\u7b97\u5f8c\u306bNVDA\u76ee\u6a19\u682a\u4fa1\u3092\u5f15\u304d\u4e0a\u3052\u308b\u52d5\u304d\u3068\u3082\u6574\u5408\u3059\u308b\u3002\u6c7a\u7b97\u524d\u306e52\u9031\u30ec\u30f3\u30b8\u306f110.82\u301c236.54\u30c9\u30eb\u30015\u670820\u65e5\u7d42\u5024220.61\u30c9\u30eb\u300112\u30ab\u6708\u76ee\u6a19\u682a\u4fa1\u5e73\u5747275.83\u30c9\u30eb\uff08+22.71%\u4f59\u5730\uff09<\/strong>\u3002\u7c73\u5e02\u5834\u3067\u3082\u4e0b\u5024\u306f\u9650\u5b9a\u7684\u3068\u306e\u898b\u65b9\u304c\u652f\u914d\u7684\u3060\u3002<\/p>\n

    3. NVIDIA\u3092\u53d6\u308a\u5dfb\u304f3\u3064\u306e\u9006\u98a8 \u2014 \u4e2d\u56fd\u30fb\u7af6\u5408\u30fbPSR\u5727\u529b<\/h2>\n

    \u6c7a\u7b97\u5f8c\u306e\u5e02\u5834\u53cd\u5fdc\u306e\u920d\u3055\u306f\u30013\u3064\u306e\u69cb\u9020\u7684\u306a\u9006\u98a8\u304c\u80cc\u666f\u306b\u3042\u308b\u3002\u77ed\u671f\u306e\u6c7a\u7b97\u30b5\u30d7\u30e9\u30a4\u30ba\u3088\u308a\u91cd\u8981\u306a\u4e2d\u9577\u671f\u30c6\u30fc\u30de\u3060\u3002<\/p>\n

    \u9006\u98a8\u2460 \u4e2d\u56fd\u5e02\u5834\u3067\u306e\u69cb\u9020\u7684\u5f8c\u9000<\/h3>\n
    \n

    \u4e2d\u56fd\u3067\u306eNVIDIA\u30b7\u30a7\u30a2\u4f4e\u4e0b\u306e\u5b9f\u614b<\/p>\n

      \n
    • \u4e2d\u56fdAI\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30fb\u30c1\u30c3\u30d7\u5e02\u5834\u3067\u306eNVIDIA\u30b7\u30a7\u30a2\u306f2\u5e74\u524d\u306e\u307b\u307c\u72ec\u5360\u72b6\u614b\u304b\u3089\u7d048%\u307e\u3067\u6025\u843d<\/strong><\/li>\n
    • 2025\u5e749\u6708\uff1a\u4e2d\u56fd\u56fd\u5bb6\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u60c5\u5831\u5f01\u516c\u5ba4\u304c\u30a2\u30ea\u30d0\u30d0\u30fb\u30d0\u30a4\u30c8\u30c0\u30f3\u30b9\u7b49\u306b\u5bfe\u3057NVIDIA\u88fdAI\u30c1\u30c3\u30d7\u306e\u8cfc\u5165\u3092\u5168\u9762\u7981\u6b62<\/strong>\u3092\u6307\u793a<\/li>\n
    • Huawei Ascend 950PR\u306e\u63a8\u8ad6\u6027\u80fd\u306fNVIDIA H20\u306e\u7d043\u500d<\/strong>\u3068\u4e2d\u56fd\u5074\u306f\u4e3b\u5f35<\/li>\n
    • Huawei\u306eAI\u30d7\u30ed\u30bb\u30c3\u30b5\u4e8b\u696d\u58f2\u4e0a\u306f2025\u5e74\u306b75\u5104\u30c9\u30eb\u5230\u9054<\/li>\n
    • 2026\u5e745\u670820\u65e5\uff1a\u30a2\u30ea\u30d0\u30d0\u304c\u65b0\u578bAI\u534a\u5c0e\u4f53\uff08\u6027\u80fd3\u500d\uff09\u3092\u767a\u8868<\/strong>\u3001\u4e2d\u56fd\u56fd\u7523\u5316\u306e\u52d5\u304d\u304c\u52a0\u901f<\/li>\n<\/ul>\n<\/div>\n

      2025\u5e7412\u6708\u306b\u30c8\u30e9\u30f3\u30d7\u653f\u6a29\u304cH200\u306e\u4e2d\u56fd\u8f38\u51fa\u3092\u8a31\u53ef\u3057\u30012026\u5e741\u6708\u306b\u898f\u5236\u304c\u7de9\u548c\u3055\u308c\u305f\u3082\u306e\u306e\u3001\u4e2d\u56fd\u653f\u5e9c\u306f\u9006\u306b\u56fd\u7523\u30c1\u30c3\u30d7\u63a1\u7528\u3092\u5f37\u786c\u306b\u9032\u3081\u3066\u3044\u308b\u3002\u7c73\u4e2d\u6280\u8853\u30c7\u30ab\u30c3\u30d7\u30ea\u30f3\u30b0\u306f\u653f\u6cbb\u3068\u5e02\u5834\u306e\u4e21\u5074\u304b\u3089\u9032\u884c<\/strong>\u3057\u3066\u304a\u308a\u3001NVIDIA\u304c\u4e2d\u56fd\u5e02\u5834\u3092\u5b8c\u5168\u306b\u53d6\u308a\u623b\u3059\u30b7\u30ca\u30ea\u30aa\u306f\u73fe\u5b9f\u7684\u3067\u306a\u304f\u306a\u3063\u3066\u304d\u305f\u3002<\/p>\n

      \u9006\u98a8\u2461 \u30a2\u30b8\u30a2\u52e2\u306e\u7af6\u5408\u53f0\u982d<\/h3>\n

      \u3082\u3046\u4e00\u3064\u306e\u69cb\u9020\u5909\u5316\u306f\u3001NVIDIA\u306e\u7259\u57ce\u3092\u72d9\u3046\u30a2\u30b8\u30a2\u52e2\u306e\u672c\u683c\u53f0\u982d\u3060\u3002\u65e5\u7d4c\u304c5\u670821\u65e5\u4ed8\u671d\u520a\u3067\u300c\u97d3\u56fd\u7248\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u300d\u30d5\u30e5\u30ea\u30aa\u30b5AI\u59cb\u52d5<\/strong>\u3068\u5831\u3058\u305f\u306e\u306f\u8c61\u5fb4\u7684\u306a\u51fa\u6765\u4e8b\u3067\u3042\u308b\u3002<\/p>\n

      \n
      \n

      \u2460<\/p>\n

      \u30d5\u30e5\u30ea\u30aa\u30b5AI\uff08\u97d3\u56fd\uff09<\/p>\n

      \u63a8\u8ad6\u7279\u5316\u30fb\u4f4e\u30b3\u30b9\u30c8AI\u30c1\u30c3\u30d7\u300cRNGD\u300d\u3092\u5546\u7528\u5316\u3002\u30e1\u30bf\u304c8\u5104\u30c9\u30eb\u3067\u8cb7\u53ce\u63d0\u6848\u3059\u308b\u3082\u62d2\u5426<\/strong>\u3001IPO\u3092\u76ee\u6307\u3059\u3002\u97d3\u56fd\u653f\u5e9c\u30fb\u5927\u4f01\u696d\u304c\u30d0\u30c3\u30af\u30a2\u30c3\u30d7\u3002\u8a55\u4fa1\u984d\u306f7.35\u5104\u30c9\u30eb\u3002<\/p>\n<\/div>\n

      \n

      \u2461<\/p>\n

      Huawei Ascend\uff08\u4e2d\u56fd\uff09<\/p>\n

      \u56fd\u5bb6\u6226\u7565\u3068\u3057\u3066\u4e2d\u56fd\u56fd\u5185\u306eNVIDIA\u4ee3\u66ff\u3092\u63a8\u9032\u3002Ascend 950PR\u304c\u63a8\u8ad6\u6027\u80fd\u3067H20\u306e3\u500d<\/strong>\u3068\u4e3b\u5f35\u3002\u4e2d\u56fd\u56fd\u7523\u5316\u306e\u4e2d\u6838\u306b\u3002<\/p>\n<\/div>\n

      \n

      \u2462<\/p>\n

      \u30a2\u30ea\u30d0\u30d0 T-Head\uff08\u4e2d\u56fd\uff09<\/p>\n

      \u81ea\u793e\u958b\u767aAI\u30c1\u30c3\u30d7\u30925\u670820\u65e5\u306b\u65b0\u578b\u3068\u3057\u3066\u767a\u8868\uff08\u6027\u80fd3\u500d\uff09<\/strong>\u3002China Unicom\u304c\u30a2\u30ea\u30d0\u30d0\u88fd\u30c1\u30c3\u30d7\u63a1\u7528\u3092\u767a\u8868\u3057\u3001\u6ce8\u76ee\u5ea6\u304c\u6025\u4e0a\u6607\u3002<\/p>\n<\/div>\n

      \n

      \u2463<\/p>\n

      \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u81ea\u793e\u8a2d\u8a08<\/p>\n

      Google TPU\u3001Amazon Trainium\u3001Microsoft Maia\u3001Meta MTIA\u3001OpenAI\u72ec\u81ea\u30c1\u30c3\u30d7\u69cb\u60f3\u306a\u3069\u3002\u5de8\u5927\u9867\u5ba2\u81ea\u8eab\u304c\u8131NVIDIA\u3092\u5fd7\u5411<\/strong>\u3002<\/p>\n<\/div>\n<\/div>\n

      \u6ce8\u76ee\u3059\u3079\u304d\u306f\u3001\u3053\u308c\u3089\u306e\u7af6\u5408\u304c\u300c\u5b66\u7fd2\u5411\u3051\u306e\u9ad8\u6027\u80fd\u30c1\u30c3\u30d7\u300d\u3067\u306f\u306a\u304f\u300c\u63a8\u8ad6\u5411\u3051\u306e\u4f4e\u30b3\u30b9\u30c8\u30fb\u4f4e\u96fb\u529b\u30c1\u30c3\u30d7\u300d<\/strong>\u3067\u653b\u3081\u3066\u3044\u308b\u70b9\u3060\u3002\u30d5\u30a2\u30f3CEO\u81ea\u8eab\u304c\u300c\u6570\u5341\u5104\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300d\u3068\u8ff0\u3079\u305f\u901a\u308a\u3001\u5e02\u5834\u306e\u91cd\u5fc3\u306f\u63a8\u8ad6\u5074\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u3002NVIDIA\u306e\u5f37\u307f\u306f\u5b66\u7fd2\u5411\u3051GPU\u3060\u304c\u3001\u63a8\u8ad6\u5e02\u5834\u3067\u306f\u30b3\u30b9\u30c8\u52b9\u7387\u304c\u652f\u914d\u7684\u306a\u8a55\u4fa1\u8ef8<\/strong>\u306b\u306a\u308b\u3002\u3053\u308c\u306f\u4e2d\u9577\u671f\u3067\u306e\u30de\u30fc\u30b8\u30f3\u5727\u7e2e\u8981\u56e0\u3068\u306a\u308a\u3046\u308b\u3002<\/p>\n

      \u9006\u98a8\u2462 PSR\u30fbPER\u306e\u7e54\u308a\u8fbc\u307f\u5727\u529b<\/h3>\n

      NVIDIA\u682a\u306f\u6642\u4fa1\u7dcf\u984d5.3\u5146\u30c9\u30eb\u3001PER\u4e88\u60f3\u30d9\u30fc\u30b924\u500d\u3002SpaceX IPO\u3067\u8b70\u8ad6\u3055\u308c\u305f\u300cPSR94\u500d\u300d\u3068\u306f\u7570\u306a\u308a\u3001PER\u306f\u6c7a\u3057\u3066\u7570\u5e38\u5024\u3067\u306f\u306a\u3044\u3002\u3057\u304b\u3057\u30dd\u30a4\u30f3\u30c8\u306f\u3001\u300c\u30d3\u30fc\u30c8\uff06\u30ec\u30a4\u30ba\u306e\u5e38\u614b\u5316\u300d\u304c\u5e02\u5834\u4e88\u60f3\u81ea\u4f53\u3092\u5f15\u304d\u4e0a\u3052\u7d9a\u3051\u3066\u3044\u308b<\/strong>\u70b9\u3060\u3002<\/p>\n

      \u904e\u53bb8\u56db\u534a\u671f\u9023\u7d9a\u3067\u3001NVIDIA\u306f\u5e02\u5834\u306e\u58f2\u4e0a\u9ad8\u4e88\u60f3\u3092\u6bce\u56de13\u5104\u30c9\u30eb\u4ee5\u4e0a\u4e0a\u56de\u308b\u30b5\u30d7\u30e9\u30a4\u30ba<\/strong>\u3092\u63d0\u4f9b\u3057\u3066\u304d\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u6b21\u56de\u4e88\u60f3\u306b\u306f\u3042\u3089\u304b\u3058\u3081\u300c\u30b5\u30d7\u30e9\u30a4\u30ba\u8fbc\u307f\u300d\u306e\u6570\u5b57\u304c\u7e54\u308a\u8fbc\u307e\u308c\u3001\u5b9f\u969b\u306e\u5b9f\u7e3e\u304c\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3082\u682a\u4fa1\u304c\u52d5\u304b\u306a\u3044\u3068\u3044\u3046\u73fe\u8c61<\/strong>\u304c\u983b\u767a\u3059\u308b\u3088\u3046\u306b\u306a\u3063\u305f\u3002\u4eca\u56de\u306e\u6c7a\u7b97\u3067\u3082\u3001\u6c7a\u7b97\u7fcc\u65e5\u306e\u682a\u4fa13\u9023\u6557\uff08\u6c7a\u7b97\u5f8c\u306e\u4e0b\u843d\uff09\u30d1\u30bf\u30fc\u30f3\u304c\u7d99\u7d9a\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/p>\n

      4. 3\u3064\u306e\u8ffd\u3044\u98a8 \u2014 Blackwell\u9700\u8981\u30fb\u682a\u4e3b\u9084\u5143\u30fb\u65e5\u672c\u682a\u306e\u5272\u5b89\u611f<\/h2>\n

      \u3068\u306f\u3044\u3048\u30013\u3064\u306e\u8ffd\u3044\u98a8\u3082\u7121\u8996\u3067\u304d\u306a\u3044\u3002\u77ed\u671f\u7684\u306b\u3082\u4e2d\u671f\u7684\u306b\u3082\u3001\u3053\u308c\u3089\u306f\u5f37\u529b\u306a\u652f\u63f4\u6750\u6599\u3060\u3002<\/p>\n

      \n
      \n

      \u8ffd\u3044\u98a8\u2460<\/p>\n

      Blackwell\u672c\u683c\u51fa\u8377<\/p>\n

      Blackwell Ultra\u91cf\u7523\u30d5\u30eb\u7a3c\u50cd\u3002Microsoft\u30fbAmazon\u30fbGoogle\u30fbMeta\u5408\u8a08\u306e2026\u5e74AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc76,800\u5104\u30c9\u30eb<\/strong>\u306e\u4e3b\u8981\u306a\u53d7\u3051\u76bf\u3002\u30df\u30ba\u30db\u76ee\u6a19\u682a\u4fa1300\u30c9\u30eb\u306e\u6839\u62e0\u3002<\/p>\n<\/div>\n

      \n

      \u8ffd\u3044\u98a8\u2461<\/p>\n

      \u682a\u4e3b\u9084\u5143\u306e\u62e1\u5145<\/p>\n

      600\u5104\u30c9\u30eb\u306e\u8ffd\u52a0\u81ea\u793e\u682a\u8cb7\u3044<\/strong>\uff08\u671f\u9650\u306a\u3057\uff09\u3092\u627f\u8a8d\u6e08\u307f\u3002\u914d\u5f53\u6027\u5411\u306f\u4f4e\u3044\u304c\u3001\u8cb7\u3044\u623b\u3057\u306b\u3088\u308bEPS\u62bc\u3057\u4e0a\u3052\u52b9\u679c\u304c\u5f37\u529b\u3002\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u4f59\u88d5\u5ea6\u3092\u793a\u3059\u3002<\/p>\n<\/div>\n

      \n

      \u8ffd\u3044\u98a8\u2462<\/p>\n

      \u65e5\u672c\u682a\u306e\u5272\u5b89\u611f<\/p>\n

      \u7c73\u534a\u5c0e\u4f53\u682a\u304cPSR\u5727\u529b\u3092\u62b1\u3048\u308b\u4e00\u65b9\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u793e\u9577\u306f\u300c\u307b\u307c\u5168\u9867\u5ba2\u304c\u7d0d\u671f\u524d\u5012\u3057\u3092\u8981\u6c42\u300d<\/strong>\u3068\u767a\u8a00\u3002\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u306f\u4f9d\u7136\u3068\u3057\u3066\u5f37\u3044\u30aa\u30fc\u30c0\u30fc\u30d0\u30c3\u30af\u30ed\u30b0\u3002<\/p>\n<\/div>\n

      \n

      \u8ffd\u3044\u98a8\u2463<\/p>\n

      \u63a8\u8ad6\u30b7\u30d5\u30c8\u306e\u9700\u8981\u500d\u5316<\/p>\n

      \u300c\u6570\u5341\u5104\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300d\u30b7\u30ca\u30ea\u30aa\u3067\u306f\u5b66\u7fd2\u7528GPU\u9700\u8981\u306b\u52a0\u3048\u3066\u63a8\u8ad6\u7528GPU\u9700\u8981\u304c\u65b0\u898f\u767a\u751f<\/strong>\u3002Blackwell\u306e\u63a8\u8ad6\u6027\u80fd\u8a34\u6c42\u3067NVIDIA\u3082\u8ffd\u968f\u4e2d\u3002<\/p>\n<\/div>\n<\/div>\n

      5. \u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a \u2014 5\u30ec\u30a4\u30e4\u30fc\u3067\u53d7\u76ca\u306e\u6fc3\u6de1\u3092\u5206\u89e3<\/h2>\n

      5\u670821\u65e5\u5348\u524d\u306e\u6771\u4eac\u5e02\u5834\u3067\u534a\u5c0e\u4f53\u682a\u306f\u5168\u9762\u9ad8\u3068\u306a\u3063\u305f\u304c\u3001\u30ec\u30a4\u30e4\u30fc\u3054\u3068\u306b\u300c\u6c7a\u7b97\u53d7\u76ca\u306e\u69cb\u9020\u300d\u306f\u5927\u304d\u304f\u7570\u306a\u308b\u3002\u4fa1\u5024\u9023\u9396\u3092\u5206\u89e3\u3057\u3066\u6574\u7406\u3059\u308b\u3002<\/p>\n

      \n\n\n\n\n\n\n\n\n\n
      \u30ec\u30a4\u30e4\u30fc<\/th>\n\u5f79\u5272<\/th>\nNVIDIA\u6c7a\u7b97\u3068\u306e\u95a2\u4fc2\u6027<\/th>\n\u4e3b\u8981\u9298\u67c4<\/th>\n<\/tr>\n<\/thead>\n
      L1<\/td>\nAI\u9700\u8981\u306e\u300c\u8cc7\u91d1\u4f9b\u7d66\u6e90\u300d<\/td>\n\u76f4\u63a5\u53d7\u76ca<\/span> OpenAI IPO\u89b3\u6e2c \uff0b AI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u306e\u51fa\u8cc7\u5143<\/td>\n\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\uff089984\uff09\u203b5\/21\u30b9\u30c8\u30c3\u30d7\u9ad8<\/td>\n<\/tr>\n
      L2<\/td>\n\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\uff08\u524d\u5de5\u7a0b\uff09<\/td>\n\u76f4\u63a5\u53d7\u76ca<\/span> \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u8a2d\u5099\u6295\u8cc7\u306e\u76f4\u63a5\u53d7\u76ca\u3002\u300c\u7d0d\u671f\u524d\u5012\u3057\u8981\u6c42\u300d\u306e\u6e26\u4e2d<\/td>\n\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09\u3001SCREEN HD\uff087735\uff09\u3001\u30c7\u30a3\u30b9\u30b3\uff086146\uff09\u3001\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\uff086920\uff09<\/td>\n<\/tr>\n
      L3<\/td>\n\u534a\u5c0e\u4f53\u30c6\u30b9\u30bf\u30fc<\/td>\n\u6700\u76f4\u63a5\u53d7\u76ca<\/span> NVIDIA\u5411\u3051\u58f2\u4e0a\u6bd4\u7387\u304c\u9ad8\u3044\u3001\u6c7a\u7b97\u30b5\u30d7\u30e9\u30a4\u30ba\u306e\u4e2d\u6838<\/td>\n\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09\u3001\u6771\u4eac\u7cbe\u5bc6\uff087729\uff09<\/td>\n<\/tr>\n
      L4<\/td>\n\u30e1\u30e2\u30ea\u30fbHBM<\/td>\n\u76f4\u63a5\u53d7\u76ca<\/span> Blackwell GPU\u306b\u5fc5\u9808\u306eHBM\u9700\u8981\u304c\u7d99\u7d9a<\/td>\n\u30ad\u30aa\u30af\u30b7\u30a2HD\uff08285A\uff09\u3001\u30eb\u30cd\u30b5\u30b9\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\uff086723\uff09<\/td>\n<\/tr>\n
      L5<\/td>\n\u7d20\u6750\u30fb\u90e8\u54c1<\/td>\n\u69cb\u9020\u53d7\u76ca<\/span> \u30b7\u30ea\u30b3\u30f3\u30a6\u30a8\u30cf\u3001\u30d5\u30a9\u30c8\u30ec\u30b8\u30b9\u30c8\u3001\u30ac\u30b9\u3001CMP<\/td>\n\u4fe1\u8d8a\u5316\u5b66\uff084063\uff09\u3001SUMCO\uff083436\uff09\u3001JSR\uff084185\uff09\u3001\u30ec\u30be\u30ca\u30c3\u30af\uff084004\uff09<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n

      \u3053\u306e\u30ec\u30a4\u30e4\u30fc\u5206\u89e3\u3067\u898b\u3048\u3066\u304f\u308b\u306e\u306f\u30015\u670821\u65e5\u5348\u524d\u306e\u300c\u5168\u9762\u9ad8\u300d\u306f\u5747\u8cea\u3067\u306f\u306a\u3044<\/strong>\u3068\u3044\u3046\u4e8b\u5b9f\u3060\u3002\u30bd\u30d5\u30c8\u30d0\u30f3\u30afG\u306fOpenAI IPO\u89b3\u6e2c\u3068\u3044\u3046\u5358\u72ec\u6750\u6599\u3067\u30b9\u30c8\u30c3\u30d7\u9ad8\u3001\u30a2\u30c9\u30c6\u30b9\u30c8\u30fb\u6771\u30a8\u30ec\u30af\u306f\u6c7a\u7b97\u30b9\u30c8\u30ec\u30fc\u30c8\u53cd\u6620\u3067\u8cb7\u308f\u308c\u305f\u304c\u3001\u30e1\u30e2\u30ea\u7cfb\u30fb\u7d20\u6750\u7cfb\u306f\u30c6\u30fc\u30de\u6027\u3067\u8cb7\u308f\u308c\u305f\u5074\u9762\u304c\u5f37\u3044\u3002<\/p>\n

      \n

      \u7279\u306b\u6ce8\u76ee\u3059\u3079\u304d2\u9298\u67c4\u306e\u69cb\u9020<\/p>\n

        \n
      • \u30bd\u30d5\u30c8\u30d0\u30f3\u30afG\uff089984\uff09<\/strong>\uff1a\u5098\u4e0b\u306e\u30f4\u30a3\u30b8\u30e7\u30f3\u30fb\u30d5\u30a1\u30f3\u30c9\u304cOpenAI\u306b\u51fa\u8cc7\u3002OpenAI\u304c22\u65e5\u306b\u3082IPO\u7533\u8acb\u3068\u3044\u3046\u89b3\u6e2c<\/strong>\u304c\u30b9\u30c8\u30c3\u30d7\u9ad8\u306e\u4e3b\u56e0\u3002NVIDIA\u6c7a\u7b97\u306f\u4ed8\u968f\u7684\u306a\u8ffd\u3044\u98a8\u3002\u300cAI\u534a\u5c0e\u4f531\u5146\u30c9\u30eb\u5e02\u5834\u3067\u300e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a21\u5f37\u300f\u6253\u7834\u3092\u72d9\u3046\u5bfe\u6297\u9663\u55b6\u306e\u30ab\u30ae\u300d\u3068\u8a55\u3055\u308c\u308b\u72ec\u81ea\u30dd\u30b8\u30b7\u30e7\u30f3\u3002<\/li>\n
      • \u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09<\/strong>\uff1a\u65e5\u7d4c\u5e73\u5747\u69cb\u6210\u9298\u67c4\u3068\u3057\u3066\u5bc4\u4e0e\u5ea6\u6700\u5927\u7d1a\u30022025\u5e7410\u670829\u65e5\u306b\u306f1\u9298\u67c4\u3067\u65e5\u7d4c\u5e73\u5747\u30921,088\u5186\u62bc\u3057\u4e0a\u3052\u305f<\/strong>\u5b9f\u7e3e\u304c\u3042\u308b\u300c\u65e5\u7d4c\u306e\u8c61\u5fb4\u300d\u3002NVIDIA\u6c7a\u7b97\u306e\u6700\u76f4\u63a5\u53d7\u76ca\u3067\u3001\u30c6\u30fc\u30de\u8cb7\u3044\u3082\u4e57\u308a\u3084\u3059\u3044\u3002<\/li>\n<\/ul>\n<\/div>\n

        6. NT\u500d\u738716.37\u3068\u300c\u5e73\u5747\u56de\u5e30\u300d\u306e\u30ea\u30b9\u30af<\/h2>\n

        \u3053\u3053\u3067\u3001NT\u500d\u7387\u306e\u7570\u5e38\u5024\u3092\u518d\u8003\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u91ce\u6751\u8b49\u5238\u306e\u5206\u6790\u3067\u306f\u30012026\u5e744\u301c5\u6708\u306e\u65e5\u7d4c\u5e73\u5747\u4e0a\u6607\u306f4\u9298\u67c4\uff08\u30bd\u30d5\u30c8\u30d0\u30f3\u30afG\u30fb\u30a2\u30c9\u30c6\u30b9\u30c8\u30fb\u6771\u30a8\u30ec\u30af\u30fb\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\uff09\u304c\u4e3b\u56e0\u3067TOPIX\u309212%\u30dd\u30a4\u30f3\u30c8\u4e0a\u56de\u308a\u3001NT\u500d\u7387\u306f16.37\u500d\u3068\u904e\u53bb\u6700\u9ad8\u6c34\u6e96<\/strong>\u306b\u9054\u3057\u3066\u3044\u305f\u3002<\/p>\n

        5\u670821\u65e5\u5348\u524d\u306e\u6025\u53cd\u767a\u3082\u3001\u307e\u3055\u306b\u3053\u306e4\u9298\u67c4\u304c\u4e2d\u6838\u3060\u30021\u9298\u67c4\u3067\u65e5\u7d4c\u5e73\u5747\u3092800\u5186\u5f37\u62bc\u3057\u4e0a\u3052\u305f\u30bd\u30d5\u30c8\u30d0\u30f3\u30afG<\/strong>\u3092\u7b46\u982d\u306b\u3001AI\u30fb\u534a\u5c0e\u4f534\u9298\u67c4\u306b\u8cc7\u91d1\u304c\u518d\u96c6\u4e2d\u3059\u308b\u69cb\u56f3\u306f\u3001NT\u500d\u7387\u3092\u3055\u3089\u306b\u62e1\u5f35\u3059\u308b\u65b9\u5411\u306b\u50cd\u304f\u53ef\u80fd\u6027\u304c\u9ad8\u3044\u3002<\/p>\n

        \n

        \u904e\u53bb\u306eNT\u500d\u7387\u30d4\u30fc\u30af\u5f8c\u306e\u30d1\u30bf\u30fc\u30f3<\/p>\n

          \n
        • NT\u500d\u7387\u306f\u4e0a\u6607\u5f8c\u306b\u5e73\u5747\u56de\u5e30\u306e\u50be\u5411<\/strong>\u304c\u78ba\u8a8d\u3055\u308c\u3066\u3044\u308b<\/li>\n
        • \u300c\u65e5\u7d4c\u5e73\u5747\u306e\u4e00\u90e8\u9298\u67c4\u304c\u96c6\u4e2d\u3057\u3066\u4e0a\u6607\u3057\u305f\u5f8c\u306f\u53cd\u52d5\u3067\u4e0b\u843d\u300d\u3059\u308b\u6b74\u53f2\u7684\u306a\u30d1\u30bf\u30fc\u30f3<\/li>\n
        • 5\/21\u306e\u6025\u53cd\u767a\u306f\u300c\u5168\u9762\u9ad8\u300d\u306b\u898b\u3048\u3066\u3082\u3001\u5b9f\u614b\u306f4\u9298\u67c4\u96c6\u4e2d<\/strong>\u306e\u69cb\u9020<\/li>\n
        • TOPIX\u30b3\u30a2\u9298\u67c4\uff08\u91d1\u878d\u30fb\u7d20\u6750\u30fb\u5185\u9700\uff09\u3078\u306e\u8cc7\u91d1\u5206\u6563\u304c\u8d77\u3053\u308b\u304b\u3001\u305d\u308c\u3068\u30824\u9298\u67c4\u5d29\u308c\u3067\u5168\u4f53\u304c\u4e0b\u843d\u3059\u308b\u304b\u3001\u898b\u6975\u3081\u5c40\u9762<\/li>\n<\/ul>\n<\/div>\n

          7. \u7dcf\u62ec \u2014 \u77ed\u671f\u53cd\u767a\u3068\u9577\u671f\u69cb\u9020\u5909\u5316\u3092\u6574\u7406\u3059\u308b<\/h2>\n

          \u672c\u7a3f\u3067\u898b\u3066\u304d\u305f\u3088\u3046\u306b\u3001NVIDIA\u6c7a\u7b97\u5f8c\u306e\u5e02\u5834\u53cd\u5fdc\u306b\u306f3\u3064\u306e\u5c64\u304c\u3042\u308b\u3002<\/p>\n

          \n
          \n

          \u7b2c1\u5c64<\/p>\n

          \u77ed\u671f\uff1a\u81ea\u5f8b\u53cd\u767a<\/p>\n

          5\u65e5\u7d9a\u843d\u5f8c\u306e\u30c6\u30af\u30cb\u30ab\u30eb\u53cd\u767a\u3002\u7c73\u30a4\u30e9\u30f3\u505c\u6226\u671f\u5f85\u30fbOpenAI IPO\u89b3\u6e2c\u306a\u3069\u306e\u30ab\u30bf\u30ea\u30b9\u30c8\u304c\u540c\u6642\u7740\u706b\u3002\u77ed\u671f\u7684\u306b\u306f\u7d99\u7d9a\u6027\u3042\u308a<\/strong>\u3060\u304c\u30015\/13\u9ad8\u50246\u4e073,799\u5186\u304c\u62b5\u6297\u7dda\u3002<\/p>\n<\/div>\n

          \n

          \u7b2c2\u5c64<\/p>\n

          \u4e2d\u671f\uff1a4\u9298\u67c4\u96c6\u4e2d\u306e\u69cb\u9020<\/p>\n

          NT\u500d\u738716.37\u306e\u7570\u5e38\u5024\u306f\u5e73\u5747\u56de\u5e30\u30ea\u30b9\u30af\u3092\u5185\u5305<\/strong>\u3002\u30a2\u30c9\u30c6\u30b9\u30c8\u30fb\u6771\u30a8\u30ec\u30af\u30fbSBG\u30fb\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\u306e\u4f9d\u5b58\u5ea6\u304c\u9ad8\u3059\u304e\u308b\u76f8\u5834\u3002TOPIX\u30ad\u30e3\u30c3\u30c1\u30a2\u30c3\u30d7\u5c40\u9762\u3078\u306e\u8ee2\u63db\u4f59\u5730\u3002<\/p>\n<\/div>\n

          \n

          \u7b2c3\u5c64<\/p>\n

          \u9577\u671f\uff1a\u7af6\u4e89\u69cb\u9020\u306e\u5909\u5316<\/p>\n

          \u4e2d\u56fd\u56fd\u7523\u5316\u30fb\u97d3\u56fd\u30d5\u30e5\u30ea\u30aa\u30b5\u53f0\u982d\u30fb\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u81ea\u793e\u8a2d\u8a08\u3002NVIDIA\u4e00\u5f37\u30e2\u30c7\u30eb\u306f\u300c\u5b66\u7fd2\u300d\u3067\u306f\u7dad\u6301\u3055\u308c\u3066\u3082\u300c\u63a8\u8ad6\u300d\u3067\u306f\u5d29\u308c\u308b<\/strong>\u53ef\u80fd\u6027\u3002\u65e5\u672c\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u306f\u4e2d\u7acb\u7684\u306b\u53d7\u76ca\u3002<\/p>\n<\/div>\n

          \n

          \u7b2c4\u5c64<\/p>\n

          \u6295\u8cc7\u5224\u65ad\u306e\u30ec\u30a4\u30e4\u30fc<\/p>\n

          \u77ed\u671f\uff1a4\u9298\u67c4\u306b\u4e57\u308b\uff0f\u4e2d\u671f\uff1aL2\u30fbL5\u306e\u88c5\u7f6e\u30fb\u7d20\u6750\u3078\u30b7\u30d5\u30c8\uff0f\u9577\u671f\uff1a\u63a8\u8ad6\u7528\u30c1\u30c3\u30d7\u5e02\u5834\u306e\u65b0\u8208\u30d7\u30ec\u30a4\u30e4\u30fc\u3078\u306e\u76ee\u914d\u308a\u3002\u30ec\u30a4\u30e4\u30fc\u3054\u3068\u306b\u5225\u306e\u6295\u8cc7\u6226\u7565\u304c\u5fc5\u8981<\/strong>\u3002<\/p>\n<\/div>\n<\/div>\n

          \u7dcf\u62ec\u3068\u3057\u3066\u6574\u7406\u3059\u308b\u3068\u3001\u300c\u6c7a\u7b97\u306f\u5408\u683c\u70b9\u3002\u3057\u304b\u3057NVIDIA\u3092\u53d6\u308a\u5dfb\u304f\u7af6\u4e89\u69cb\u9020\u306f\u9759\u304b\u306b\u5909\u5316\u3057\u3066\u3044\u308b\u300d<\/strong>\u3068\u3044\u3046\u69cb\u56f3\u304c\u6d6e\u304b\u3073\u4e0a\u304c\u308b\u3002\u77ed\u671f\u7684\u306a\u65e5\u672c\u682a\u53cd\u767a\u306e\u7d20\u76f4\u306a\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u3057\u3066L2\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u3068L5\u7d20\u6750\u30ec\u30a4\u30e4\u30fc<\/strong>\u3092\u8a55\u4fa1\u3057\u3064\u3064\u3001L1\u30bd\u30d5\u30c8\u30d0\u30f3\u30afG\u3068L3\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3078\u306e\u96c6\u4e2d\u30ea\u30b9\u30af<\/strong>\u306b\u306f\u8b66\u6212\u3057\u305f\u3044\u3002<\/p>\n

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