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

AI界の最前線で活躍する4人の巨頭：アルトマン、ハサビス、ルカン、アモデイが予測するAGI（汎用人工知能）の到来時期と影響を徹底解説。あなたの未来への備えは十分ですか？

00:00 オープニング：衝撃のAGI予測

02:57 AGIとは何か？基本解説

03:43 なぜAGIの予測が重要なのか

06:14 サム・アルトマン（OpenAI）の超楽観予測

10:11 デミス・ハサビス（DeepMind）の慎重な楽観論

13:17 クイズ：現在のAIに足りない能力は？

15:55 ヤン・ルカン（Meta）の懐疑的見解

18:50 ダリオ・アモデイ（Anthropic）の実務エンジニア的見解

25:58 まとめ：専門家の見解比較

Sam Altman: "We Know How to Build AGI by 2025" - YouTube

https://www.youtube.com/watch?v=Cz6cuGKR_Jo

How OpenAI's Sam Altman Is Thinking About AGI and Superintelligence in 2025 - TIME

https://time.com/7205596/sam-altman-superintelligence-agi/

OpenAI chief Sam Altman: 'This is genius-level intelligence' - Financial Times

https://www.ft.com/content/a3d65804-1cf3-4d67-ac79-9b78a10b6dcc

Sam Altman's Predictions for How the World Will Change Due to AI - Business Insider

https://www.businessinsider.com/openai-sam-altman-predictions-how-ai-could-change-the-world-2025-1

Demis Hassabis Is Preparing for AI's Endgame - TIME

https://time.com/7277608/demis-hassabis-interview-time100-2025/

Google DeepMind CEO Demis Hassabis on AGI and AI in the Military - TIME

https://time.com/7280740/demis-hassabis-interview/

Google DeepMind CEO tells students to brace for change - Business Insider

https://www.businessinsider.com/google-deepmind-ceo-advice-college-students-ai-change-2025-5

Google DeepMind on what's next for Gemini, AGI, self-awareness - 9to5Google

https://9to5google.com/2025/04/21/demis-hassabis-gemini-next/

9to5Google

Yann LeCun（Meta Chief AI Scientist）

Meta’s AI Chief Yann LeCun on AGI, Open-Source, and AI Risk - TIME

https://time.com/6694432/yann-lecun-meta-ai-interview/

Interview with Yann LeCun (Oct. 12th, 2024) - Reddit

https://www.reddit.com/r/mlscaling/comments/1g34vgl/interview_with_yann_lecun_oct_12th_2024/

Yann LeCun's Predictions of AGI, LLaMA 3, Woke AI, Robots.. - Meta-Quantum

https://meta-quantum.today/?p=2711

Kara Swisher and Meta's Yann LeCun Interview - YouTube

https://www.youtube.com/watch?v=UmxlgLEscBs

Dario Amodei（Anthropic CEO）

Transcript for Dario Amodei: Anthropic CEO on Claude, AGI & the Future - Lex Fridman Podcast

https://lexfridman.com/dario-amodei-transcript/

Anthropic's CEO Just Predicted AGI by 2026: Could He Be Right? - YouTube

https://www.youtube.com/watch?v=13WkoB8RcJY

Anthropic chief: 'By next year, AI could be smarter than all humans' - The Times

https://www.thetimes.co.uk/article/anthropic-chief-by-next-year-ai-could-be-smarter-than-all-humans-crslqn90n

Anthropic chief says AI could surpass “almost all humans at almost everything” shortly after 2027 - Ars Technica

https://arstechnica.com/ai/2025/01/anthropic-chief-says-ai-could-surpass-almost-all-humans-at-almost-everything-shortly-after-2027/

2017年の「Transformer」登場から2025年の多モダリティAIまで、生成AIの驚異的な進化を追跡。技術的なブレイクスルーと社会的影響を分かりやすく解説し、AIの未来と私たちの関わり方を考察する。