AIブームの裏でNVIDIA社が圧倒的シェアを獲得している理由を探る。GPUがなぜAIに最適なのか、そしてNVIDIAが他社を圧倒する技術的・戦略的要因を解説。

00:00 オープニング

01:58 GPUとは何か？

03:27 なぜAIに最適なのか？

04:55 NVIDIAがAIハードウェア市場を制した理由

06:36 マクドナルド戦略？

09:50 本日のクイズ

13:46 供給網の支配とビジョナリーCEO

17:48 TSMCとの関係

20:51 競合他社の状況と今後の展望

23:40 まとめ

📰 記事

How Nvidia became the driving force behind the AI revolution

https://www.ft.com/content/8f0e4f65-5e51-428d-b263-8716cd11555b

Challengers Are Coming for Nvidia's Crown

https://spectrum.ieee.org/nvidia-ai

Nvidia Hardware Is Eating the World

https://www.wired.com/story/nvidia-hardware-is-eating-the-world-jensen-huang/

Nvidia's rise in the age of AI | FT Film

https://www.ft.com/video/1993553a-6855-47f4-8c2f-6a5d4d5f0507

Nvidia's rivals take aim at its software dominance

https://www.ft.com/content/320f35de-9a6c-4dbf-b42f-9cdaf35e45bb

🎙️ ポッドキャスト

AI Hardware, Explained | Andreessen Horowitz

https://a16z.com/podcast/ai-hardware-explained/

Lex Fridman Podcast #459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate

https://lexfridman.com/deepseek-dylan-patel-nathan-lambert/

NVIDIA CEO Jensen Huang | Acquired Podcast

https://www.acquired.fm/episodes/jensen-huang

How Nvidia Came to Rule AI – WIRED Gadget Lab Podcast

https://www.wired.com/story/gadget-lab-podcast-634/

Transcript: The geopolitics of chips – Nvidia and the AI boom | FT Tech Tonic Podcast

https://www.ft.com/content/03f66c13-3531-4ff2-b348-f17dac588c93

📺 動画

Nvidia's rise in the age of AI | FT Film

https://www.ft.com/video/1993553a-6855-47f4-8c2f-6a5d4d5f0507

Watch NVIDIA's Global Takeover: A Conversation with Jensen Huang

https://www.wired.com/video/watch/nvidias-global-takeover-a-conversation-with-jensen-huang