{"id":348,"date":"2025-01-31T08:28:12","date_gmt":"2025-01-31T08:28:12","guid":{"rendered":"https:\/\/digirise.ai\/chaen-ai-lab\/?p=348"},"modified":"2025-10-15T07:33:53","modified_gmt":"2025-10-15T07:33:53","slug":"nvidia-deepshock","status":"publish","type":"post","link":"https:\/\/digirise.ai\/chaen-ai-lab\/nvidia-deepshock\/","title":{"rendered":"\u3010\u8cb7\u3044\u6642\u304b\uff1f\u3011NVIDIA\u306e\u682a\u4fa1\u304c\u7d0490\u5146\u5186\u5439\u304d\u98db\u3076\u3002\u4e2d\u56fdAI\u306b\u3088\u308b\u300c\u30c7\u30a3\u30fc\u30d7\u30b7\u30fc\u30af\u30b7\u30e7\u30c3\u30af\u3068\u306f\uff1f\u300dAI\u306e\u5c02\u9580\u5bb6\u304c\u7dca\u6025\u89e3\u8aac\uff01\uff01\u300a\u6700\u65b0\u6c7a\u7b97\u6307\u6a19\u3001GPU\u9700\u8981\u3001\u6025\u843d\u306e\u80cc\u666f\u3001\u4eca\u5f8c\u306eAI\u306e\u672a\u6765\u3092\u5fb9\u5e95\u4e88\u6e2c\u300b"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>1. 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\/><\/figure>\n\n\n\n<p>\u53c2\u8003\uff1ahttps:\/\/mainichi.jp\/articles\/20250128\/k00\/00m\/020\/047000c<\/p>\n\n\n\n<p>2025\u5e741\u6708\u4e0b\u65ec\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVIDIA\uff09\u306e\u682a\u4fa1\u304c\u5927\u304d\u304f\u6025\u843d\u3057\u3001\u6642\u4fa1\u7dcf\u984d\u30d9\u30fc\u30b9\u3067\u7d0493\u5146\u5186\u3082\u306e\u8a55\u4fa1\u984d\u304c\u4e00\u6c17\u306b\u5439\u304d\u98db\u3076\u3068\u3044\u3046\u885d\u6483\u7684\u306a\u30cb\u30e5\u30fc\u30b9\u304c\u4e16\u754c\u4e2d\u3092\u99c6\u3051\u5de1\u308a\u307e\u3057\u305f\u3002\u682a\u5f0f\u5e02\u5834\u95a2\u4fc2\u8005\u3084AI\u696d\u754c\u306e\u30a8\u30ad\u30b9\u30d1\u30fc\u30c8\u3089\u304c\u6ce8\u76ee\u3059\u308b\u3053\u306e\u51fa\u6765\u4e8b\u306e\u80cc\u666f\u306b\u306f\u3001\u4e2d\u56fd\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u300cDeepSeek\u300d\u306e\u9ad8\u6027\u80fd\u3067\u4f4e\u30b3\u30b9\u30c8\u306aAI\u30e2\u30c7\u30eb\u306e\u53f0\u982d\u304c\u3042\u308b\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u672c\u8a18\u4e8b\u3067\u306f\u3001\u3053\u306e\u682a\u4fa1\u4e0b\u843d\u306e\u771f\u76f8\u3084\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u62b1\u3048\u308b\u8ab2\u984c\u3068\u5c06\u6765\u306e\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u8a73\u3057\u304f\u89e3\u8aac\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u306e\u66b4\u843d\u3068\u8a00\u3063\u3066\u3082\u3001\u5b9f\u969b\u306b\u306fAI\u5e02\u5834\u5168\u4f53\u306e\u6210\u9577\u6027\u3084\u3001\u30ed\u30fc\u30ab\u30eb\u63a8\u8ad6\u9700\u8981\u306e\u62e1\u5927\u306a\u3069\u3001\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u6750\u6599\u3082\u591a\u5206\u306b\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u682a\u4fa1\u306e\u4e71\u9ad8\u4e0b\u306b\u60d1\u308f\u3055\u308c\u305a\u3001<strong>\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u672c\u8cea\u3068\u5e02\u5834\u69cb\u9020\u306e\u5909\u5316\u3092\u7684\u78ba\u306b\u6349\u3048\u308b\u3053\u3068<\/strong>\u304c\u3001\u3053\u308c\u304b\u3089\u306e\u6295\u8cc7\u3084\u30d3\u30b8\u30cd\u30b9\u5224\u65ad\u306b\u304a\u3044\u3066\u6975\u3081\u3066\u91cd\u8981\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>2. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6700\u65b0\u682a\u4fa1\u30fb\u6c7a\u7b97\u6307\u6a19\u6982\u89b3<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.1 \u682a\u4fa1\u30fb\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u6307\u6a19\u306e\u30dd\u30a4\u30f3\u30c8<\/strong><\/h3>\n\n\n\n<p>2025\u5e741\u6708\u4e0b\u65ec\u6642\u70b9\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u682a\u4fa1\u306f\u7d04<strong>142.62\u30c9\u30eb<\/strong>\u3067\u63a8\u79fb\u3057\u3001\u524d\u65e5\u6bd4-5\u30c9\u30eb\uff08\u7d04-3.4%\uff09\u3068\u3044\u3046\u4e0b\u843d\u304c\u898b\u3089\u308c\u307e\u3057\u305f\u3002\u6642\u4fa1\u7dcf\u984d\u306f34,928\u767e\u4e07\u30c9\u30eb\uff08\u7d04349\u5104\u30c9\u30eb\uff09\u3067\u3001\u304b\u3064\u3066\u306e\u9ad8\u5024\u304b\u3089\u5927\u304d\u304f\u5024\u3092\u4e0b\u3052\u305f\u5f62\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>PER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09<\/strong>\uff1a117.4\u500d<\/li>\n\n\n\n<li><strong>PBR\uff08\u682a\u4fa1\u7d14\u8cc7\u7523\u500d\u7387\uff09<\/strong>\uff1a53.0\u500d<\/li>\n\n\n\n<li><strong>PSR\uff08\u682a\u4fa1\u58f2\u4e0a\u9ad8\u500d\u7387\uff09<\/strong>\uff1a57.3\u500d<\/li>\n\n\n\n<li><strong>EV\/EBITDA<\/strong>\uff1a99.6\u500d<\/li>\n<\/ul>\n\n\n\n<p>\u3044\u305a\u308c\u306e\u6307\u6a19\u3082\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u3068\u3057\u3066\u306f\u304b\u306a\u308a\u9ad8\u3044\u6c34\u6e96\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002AI\u30d6\u30fc\u30e0\u306e\u4e2d\u5fc3\u306b\u3044\u308b\u4f01\u696d\u3068\u3057\u3066\u3001\u5c06\u6765\u306e\u5927\u304d\u306a\u6210\u9577\u304c\u682a\u4fa1\u306b\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u72b6\u6cc1\u3067\u3059\u304c\u3001\u305d\u308c\u3060\u3051\u306b\u300c\u671f\u5f85\u5024\u304c\u9ad8\u3059\u304e\u308b\u306e\u3067\u306f\u306a\u3044\u304b\u300d\u3068\u3044\u3046\u58f0\u3082\u5c11\u306a\u304f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001<strong>ROE\uff0845.2%\uff09\u3084ROA\uff0831.0%\uff09<\/strong>\u3001<strong>\u55b6\u696d\u5229\u76ca\u7387\uff0854.1%\uff09\u306a\u3069\u3001\u540c\u793e\u306f\u6975\u3081\u3066\u9ad8\u3044\u53ce\u76ca\u529b\u3092\u6301\u3063\u3066\u304a\u308a\u3001\u81ea\u5df1\u8cc7\u672c\u6bd4\u7387\u308268.6%\u3068\u8ca1\u52d9\u306e\u5065\u5168\u6027\u3082\u9ad8\u6c34\u6e96\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u914d\u5f53\u5229\u56de\u308a\u306f\u308f\u305a\u304b0.02%<\/strong>\u3001\u914d\u5f53\u6027\u54112.5%\u3068\u4f4e\u3081\u3067\u306f\u3042\u308b\u3082\u306e\u306e\u3001\u305d\u308c\u306f\u540c\u793e\u304c\u7a4d\u6975\u7684\u306b\u6210\u9577\u6295\u8cc7\u3092\u512a\u5148\u3057\u3066\u3044\u308b\u8a3c\u62e0\u3068\u3082\u8a00\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2.2 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R1\uff09\u300d<strong>\u304c\u5e02\u5834\u3092\u9a5a\u304b\u305b\u305f\u305f\u3081\u3067\u3059\u3002\u4e00\u90e8\u306b\u306f<\/strong>\u300c\u5927\u898f\u6a21GPU\u30af\u30e9\u30b9\u30bf\u30fc\u306f\u4eca\u5f8c\u4e0d\u8981\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u306e\u3067\u306f\uff1f\u300d\u3068\u3044\u3046\u61f8\u5ff5\u304c\u751f\u307e\u308c\u3001\u77ed\u671f\u7684\u306a\u58f2\u4e0a\u898b\u901a\u3057\u3078\u306e\u4e0d\u5b89\u304c\u6025\u901f\u306b\u5e83\u307e\u3063\u305f\u683c\u597d\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3068\u306f\u3044\u3048\u3001\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30e2\u30c7\u30eb\u306e\u666e\u53ca\u3084\u30ed\u30fc\u30ab\u30eb\u63a8\u8ad6\u9700\u8981\u306e\u62e1\u5927\u306a\u3069\u3092\u80cc\u666f\u306b\u3001\u5fc5\u305a\u3057\u3082\u300cGPU\u9700\u8981\u304c\u6fc0\u6e1b\u3059\u308b\u300d\u3068\u3044\u3046\u30cd\u30ac\u30c6\u30a3\u30d6\u30b7\u30ca\u30ea\u30aa\u3070\u304b\u308a\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u8a73\u7d30\u306f\u5f8c\u8ff0\u3057\u307e\u3059\u304c\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u9577\u671f\u7684\u6210\u9577\u53ef\u80fd\u6027\u3092\u5b8c\u5168\u306b\u5426\u5b9a\u3067\u304d\u308b\u72b6\u6cc1\u3067\u306f\u306a\u3044\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3. AI\u5e02\u5834\u306e\u6700\u65b0\u6f6e\u6d41<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3.1 \u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLM\uff09\u958b\u767a\u7af6\u4e89\u3068\u65b0\u8208\u52e2\u529bDeepSeek<\/strong><\/h3>\n\n\n\n<p>AI\u5206\u91ce\u3067\u306f\u3001OpenAI\u306e<strong>GPT\u30b7\u30ea\u30fc\u30ba<\/strong>\u3084Meta\u306e<strong>Llama<\/strong>\u3001Google\u306e<strong>PaLM<\/strong>\u306a\u3069\u304c\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff08LLM\uff09\u306e\u4e3b\u5f79\u3068\u3057\u3066\u541b\u81e8\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u30012025\u5e74\u306b\u5165\u3063\u3066\u304b\u3089\u4e00\u6c17\u306b\u6ce8\u76ee\u5ea6\u304c\u9ad8\u307e\u3063\u305f\u306e\u304c\u3001\u4e2d\u56fd\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7<strong>DeepSeek<\/strong>\u306b\u3088\u308b<strong>DeepSeek R1<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p>DeepSeek R1\u306e\u7279\u5fb4\u306f\u3001<strong>\u300c\u5f93\u6765\u306e\u30e2\u30c7\u30eb\u3068\u540c\u7b49\u306e\u6027\u80fd\u3092\u308f\u305a\u304b1\/30\u306e\u30b3\u30b9\u30c8\u300d\u3067\u9054\u6210\u3059\u308b<\/strong>\u3068\u3055\u308c\u308b\u70b9\u306b\u3042\u308a\u307e\u3059\u3002\u9ad8\u6027\u80fd\u306a\u63a8\u8ad6\u3092\u5b9f\u73fe\u3057\u306a\u304c\u3089\u3001\u5b66\u7fd2\u306b\u5fc5\u8981\u306aGPU\u30ea\u30bd\u30fc\u30b9\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3059\u308b\u624b\u6cd5\u3092\u78ba\u7acb\u3057\u305f\u3053\u3068\u3067\u3001\u300c\u9769\u547d\u7684\u306a\u52b9\u7387\u5316\u30e2\u30c7\u30eb\u300d\u3068\u547c\u3070\u308c\u308b\u307b\u3069\u306e\u8a55\u4fa1\u3092\u5f97\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3.2 ChatGPT o1\u3001DeepSeek R1\u306a\u3069\u65b0\u4e16\u4ee3\u30e2\u30c7\u30eb\u306e\u767b\u5834<\/strong><\/h3>\n\n\n\n<p>\u2022 <strong>ChatGPT o1<\/strong>\uff1aOpenAI\u304c\u63d0\u4f9b\u3059\u308b\u9ad8\u6a5f\u80fd\u7279\u5316\u578b\u30d0\u30fc\u30b8\u30e7\u30f3\u3002\u30d1\u30e9\u30e1\u30fc\u30bf\u3092\u3042\u308b\u7a0b\u5ea6\u7d5e\u308a\u3064\u3064\u3082\u6c4e\u7528\u6027\u3092\u7dad\u6301\u3057\u3001\u63a8\u8ad6\u901f\u5ea6\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u305f\u30e2\u30c7\u30eb\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u2022 <strong>DeepSeek R1<\/strong>\uff1a\u5148\u8ff0\u306eDeepSeek\u304c\u958b\u767a\u3057\u305f\u52b9\u7387\u5316\u30e2\u30c7\u30eb\u3002\u7ffb\u8a33\u3084\u6587\u7ae0\u6821\u6b63\u306a\u3069\u306b\u5f37\u307f\u3092\u6301\u3061\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5411\u3051\u306e\u6d3e\u751f\u30e2\u30c7\u30eb\u3082\u8a08\u753b\u3055\u308c\u3066\u3044\u308b\u3068\u5831\u9053\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u30e2\u30c7\u30eb\u306f\u3001\u65e2\u5b58\u306e\u300c\u8d85\u5de8\u5927\u30d1\u30e9\u30e1\u30fc\u30bf\u3067\u81a8\u5927\u306a\u6f14\u7b97\u30ea\u30bd\u30fc\u30b9\u3092\u8981\u3059\u308bLLM\u300d\u3068\u306f\u7570\u306a\u308b\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u53d6\u3063\u3066\u304a\u308a\u3001\u300c\u5c11\u306a\u3044GPU\u3067\u9ad8\u3044\u7cbe\u5ea6\u3068\u63a8\u8ad6\u901f\u5ea6\u3092\u5b9f\u73fe\u3059\u308b\u300d\u3053\u3068\u304c\u9b45\u529b\u3067\u3059\u3002\u7814\u7a76\u754c\u9688\u306e\u307f\u306a\u3089\u305a\u3001\u4f01\u696d\u3084\u958b\u767a\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u3082\u5927\u304d\u306a\u6ce8\u76ee\u3092\u5bc4\u305b\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3.3 \u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9LLM\u306e\u666e\u53ca\u3068\u30ed\u30fc\u30ab\u30eb\u5229\u7528\u306e\u62e1\u5927<\/strong><\/h3>\n\n\n\n<p>DeepSeek R1\u3084Meta\u306eLlama\u304c\u727d\u5f15\u3059\u308b\u3088\u3046\u306b\u3001\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u3067LLM\u3092\u516c\u958b\u3057\u3001\u5e83\u304f\u7814\u7a76\u8005\u3084\u958b\u767a\u8005\u304c\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3092\u884c\u3046\u6d41\u308c\u304c\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u4f34\u3044\u3001**\u300c\u81ea\u793e\u5185\u3067AI\u30e2\u30c7\u30eb\u3092\u52d5\u304b\u3057\u305f\u3044\u300d**\u3068\u3044\u3046\u8981\u671b\u3082\u5897\u3048\u3001\u30af\u30e9\u30a6\u30c9\u3092\u7d4c\u7531\u305b\u305a\u306b\u30aa\u30f3\u30d7\u30ec\u74b0\u5883\u3067\u63a8\u8ad6\u3084\u5b66\u7fd2\u3092\u884c\u3046\u30b1\u30fc\u30b9\u304c\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u2022 <strong>\u30e1\u30ea\u30c3\u30c8<\/strong>\uff1a\u30b3\u30b9\u30c8\u524a\u6e1b\u3001\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3084\u6a5f\u5bc6\u60c5\u5831\u306e\u4fdd\u8b77\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u30ec\u30b9\u30dd\u30f3\u30b9\u306e\u5411\u4e0a\u306a\u3069<\/p>\n\n\n\n<p>\u2022 <strong>\u30c7\u30e1\u30ea\u30c3\u30c8<\/strong>\uff1a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u8abf\u9054\u30b3\u30b9\u30c8\u306e\u5897\u5927\u3001\u904b\u7528\u4fdd\u5b88\u306e\u5c02\u9580\u77e5\u8b58\u304c\u5fc5\u8981\u306b\u306a\u308b<\/p>\n\n\n\n<p>\u3044\u305a\u308c\u306b\u305b\u3088\u3001\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u306e\u6d41\u308c\u304c\u5e83\u304c\u308b\u3053\u3068\u3067\u3001\u5fc5\u305a\u3057\u3082\u30d3\u30c3\u30b0\u30af\u30e9\u30a6\u30c9\uff0b\u5927\u898f\u6a21GPU\u30af\u30e9\u30b9\u30bf\u30fc\u4e00\u629e\u3068\u3044\u3046\u69cb\u56f3\u3067\u306f\u306a\u304f\u306a\u3063\u3066\u304d\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3092\u542b\u3081\u305fGPU\u30d9\u30f3\u30c0\u30fc\u5404\u793e\u306b\u3068\u3063\u3066\u306f\u3001\u4e00\u898b\u30cd\u30ac\u30c6\u30a3\u30d6\u306b\u898b\u3048\u3066\u3082\u3001\u6700\u7d42\u7684\u306b\u306f\u88fe\u91ce\u3092\u62e1\u5927\u3059\u308b\u30c1\u30e3\u30f3\u30b9\u306b\u8ee2\u3058\u308b\u53ef\u80fd\u6027\u3082\u3042\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>4. GPU\u9700\u8981\u69cb\u9020\u306e\u5909\u5316\uff1a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981 vs. \u63a8\u8ad6\u9700\u8981<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4.1 \u8d85\u5927\u898f\u6a21\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306e\u52b9\u7387\u5316\u3068GPU\u9700\u8981<\/strong><\/h3>\n\n\n\n<p>\u3053\u308c\u307e\u3067\u306eLLM\u958b\u767a\u306f\u3001\u300c\u6570\u5343\uff5e\u6570\u4e07\u679a\u898f\u6a21\u306e\u9ad8\u6027\u80fdGPU\u3092\u4f7f\u3063\u305f\u9577\u6642\u9593\u306e\u5b66\u7fd2\u300d\u304c\u5e38\u8b58\u3067\u3057\u305f\u3002NVIDIA\u306eA100\u3084H100\u3092\u5927\u91cf\u306b\u5c0e\u5165\u3057\u3001\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u74b0\u5883\u3067\u5de8\u5927\u30e2\u30c7\u30eb\u3092\u5b66\u7fd2\u3055\u305b\u308b\u30d3\u30b8\u30cd\u30b9\u304c\u4e3b\u6d41\u3060\u3063\u305f\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001DeepSeek R1\u306e\u3088\u3046\u306a<strong>\u52b9\u7387\u5316\u30e2\u30c7\u30eb<\/strong>\u304c\u666e\u53ca\u3059\u308b\u3068\u3001\u5b66\u7fd2\u306b\u5fc5\u8981\u306aGPU\u30ea\u30bd\u30fc\u30b9\u304c\u524a\u6e1b\u3055\u308c\u3001\u4e00\u6642\u7684\u306b\u306f\u300c\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981\u306e\u6e1b\u5c11\u300d\u304c\u8d77\u3053\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\u5f93\u6765\u307b\u3069\u306e\u5927\u53e3\u53d7\u6ce8\u304c\u671b\u3081\u306a\u304f\u306a\u308b\u30ea\u30b9\u30af\u306f\u5426\u5b9a\u3067\u304d\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001Google\u3084OpenAI\u3001Meta\u306a\u3069\u306e\u5927\u624b\u4f01\u696d\u306f\u5f15\u304d\u7d9a\u304d\u5de8\u5927\u30e2\u30c7\u30eb\u3084\u30de\u30eb\u30c1\u30e2\u30fc\u30c0\u30ebAI\u306e\u958b\u767a\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6700\u5148\u7aef\u9818\u57df\u3067\u306f\u83ab\u5927\u306aGPU\u30ea\u30bd\u30fc\u30b9\u304c\u5fc5\u8981\u306b\u306a\u308b\u898b\u901a\u3057\u3067\u3042\u308a\u3001**\u300c\u52b9\u7387\u5316\u30e2\u30c7\u30eb\u304c\u51fa\u305f\u304b\u3089\u3068\u3044\u3063\u3066\u3001\u3059\u3079\u3066\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981\u304c\u6d88\u6ec5\u3059\u308b\u308f\u3051\u3067\u306f\u306a\u3044\u300d**\u70b9\u306f\u91cd\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4.2 \u63a8\u8ad6\u6642\uff08\u30a4\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\uff09\u306b\u304a\u3051\u308bGPU\u9700\u8981\u306e\u62e1\u5927\u8981\u56e0<\/strong><\/h3>\n\n\n\n<p>\u6ce8\u76ee\u304c\u96c6\u307e\u308b\u306e\u304c\u3001\u300c\u63a8\u8ad6\u9700\u8981\u300d\u306e\u62e1\u5927\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u9ad8\u7cbe\u5ea6\u5fdc\u7b54\u304c\u5fc5\u9808<\/strong>\uff1a<br>\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u304c\u9ad8\u30ec\u30d9\u30eb\u306e\u63a8\u8ad6\u3092\u884c\u3046\u306b\u306f\u3001CPU\u3060\u3051\u3067\u306f\u4e0d\u5341\u5206\u306a\u8a08\u7b97\u80fd\u529b\u304c\u8981\u6c42\u3055\u308c\u308b\u30b1\u30fc\u30b9\u304c\u591a\u304f\u3001GPU\u304c\u6b20\u304b\u305b\u306a\u3044\u3002<\/li>\n\n\n\n<li><strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u6027\u306e\u91cd\u8981\u6027<\/strong>\uff1a<br>\u30c1\u30e3\u30c3\u30c8\u3084\u7ffb\u8a33\u3001\u4f1a\u8a71\u578bAI\u306a\u3069\u30e6\u30fc\u30b6\u30fc\u3068\u306e\u30a4\u30f3\u30bf\u30e9\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u9045\u5ef6\u304c\u767a\u751f\u3057\u306a\u3044\u3088\u3046\u306bGPU\u3067\u9ad8\u901f\u4e26\u5217\u6f14\u7b97\u3092\u884c\u3046\u5fc5\u8981\u304c\u3042\u308b\u3002<\/li>\n\n\n\n<li><strong>\u30aa\u30f3\u30d7\u30ec\u9700\u8981\u306e\u9ad8\u307e\u308a<\/strong>\uff1a<br>\u4f01\u696d\u304c\u81ea\u793e\u30c7\u30fc\u30bf\u3092\u6271\u3046\u969b\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30b3\u30b9\u30c8\u306e\u4e21\u9762\u304b\u3089\u3001\u30af\u30e9\u30a6\u30c9\u3067\u306f\u306a\u304f\u30aa\u30f3\u30d7\u30ec\u30df\u30b9\u306e\u30ed\u30fc\u30ab\u30eb\u30b5\u30fc\u30d0\u30fc\u306bGPU\u3092\u5c0e\u5165\u3059\u308b\u52d5\u304d\u304c\u5e83\u304c\u3063\u3066\u3044\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u306e\u3088\u3046\u306b\u3001\u5b66\u7fd2\uff08\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\uff09\u4e2d\u5fc3\u3060\u3063\u305fGPU\u306e\u5229\u7528\u304c<strong>\u63a8\u8ad6\uff08\u30a4\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\uff09\u5206\u91ce\u3078\u3082\u5e83\u7bc4\u306b\u6d78\u900f<\/strong>\u3057\u3066\u3044\u304f\u898b\u901a\u3057\u304c\u3042\u308a\u3001\u7dcf\u5408\u7684\u306b\u306f\u307e\u3060\u307e\u3060GPU\u9700\u8981\u304c\u5805\u8abf\u306b\u4f38\u3073\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4.3 \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u3078\u306e\u30aa\u30f3\u30d7\u30ec\uff0f\u30ed\u30fc\u30ab\u30eb\u63d0\u4f9b\u52a0\u901f\u306e\u53ef\u80fd\u6027<\/strong><\/h3>\n\n\n\n<p>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u9577\u3089\u304f\u30af\u30e9\u30a6\u30c9\u5927\u624b\u5411\u3051\u306e\u8d85\u5927\u898f\u6a21GPU\u63d0\u4f9b\u3067\u5927\u304d\u306a\u53ce\u76ca\u3092\u4e0a\u3052\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u4eca\u5f8c\u306f\u5206\u6563\u578b\u306e\u30ed\u30fc\u30ab\u30eb\u63a8\u8ad6\u74b0\u5883\u3092\u6574\u3048\u3088\u3046\u3068\u3059\u308b\u4f01\u696d\u3084\u5927\u5b66\u3001\u7814\u7a76\u6240\u3001\u3055\u3089\u306b\u306f\u500b\u4eba\u958b\u767a\u8005\u306a\u3069\u306e\u300c\u5c0f\u53e3\u9700\u8981\u300d\u304c\u6025\u5897\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u500b\u4eba\u958b\u767a\u8005<\/strong>\uff1a\u30b2\u30fc\u30e0\u5411\u3051\u30cf\u30a4\u30a8\u30f3\u30c9GPU\u3092\u6d41\u7528\u3057\u3066\u72ec\u81ea\u306b\u30e2\u30c7\u30eb\u3092\u52d5\u304b\u3059\u52d5\u304d\u304c\u30b3\u30df\u30e5\u30cb\u30c6\u30a3\u3067\u62e1\u5927\u3002<\/li>\n\n\n\n<li><strong>\u4f01\u696d\u7814\u7a76\u90e8\u9580<\/strong>\uff1a\u30af\u30e9\u30a6\u30c9\u8cbb\u7528\u3092\u6291\u3048\u3064\u3064\u6a5f\u5bc6\u30c7\u30fc\u30bf\u3092\u5b89\u5168\u306b\u6271\u3044\u305f\u3044\u4f01\u696d\u304c\u3001\u81ea\u793e\u5185\u306bGPU\u30b5\u30fc\u30d0\u30fc\u3092\u69cb\u7bc9\u3059\u308b\u3002<\/li>\n\n\n\n<li><strong>\u6559\u80b2\u6a5f\u95a2<\/strong>\uff1a\u7814\u7a76\u3084\u5b9f\u7fd2\u3067AI\u3092\u4f7f\u3044\u305f\u3044\u5927\u5b66\u3084\u5c02\u9580\u5b66\u6821\u304c\u3001GPU\u30af\u30e9\u30b9\u30bf\u30fc\u3092\u5b66\u5185\u306b\u8a2d\u7f6e\u3057\u59cb\u3081\u308b\u3002<\/li>\n<\/ul>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u52d5\u304d\u306b\u3088\u3063\u3066\u3001**\u300c\u5e83\u304f\u8584\u304f\u300d**GPU\u304c\u884c\u304d\u6e21\u308b\u5f62\u306b\u306a\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u51fa\u8377\u53f0\u6570\u306f\u4eca\u5f8c\u3055\u3089\u306b\u4f38\u3073\u308b\u30b7\u30ca\u30ea\u30aa\u3082\u5341\u5206\u8003\u3048\u3089\u308c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>5. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306eSWOT\u5206\u6790<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5.1 \u5f37\u307f\uff08Strengths\uff09<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">1. <strong>\u9ad8\u6027\u80fdGPU\u8a2d\u8a08\u30fb\u88fd\u9020\u6280\u8853<\/strong><\/h4>\n\n\n\n<p>\u2022 A100\u3084H100\u3068\u3044\u3063\u305f\u9ad8\u6027\u80fdGPU\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306e\u30b7\u30a7\u30a2\u3092\u6301\u3064\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2. <strong>CUDA\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0<\/strong><\/h4>\n\n\n\n<p>\u2022 \u9577\u5e74\u306b\u308f\u305f\u3063\u3066\u57f9\u308f\u308c\u305fCUDA\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3001\u7814\u7a76\u8005\u3084\u958b\u767a\u8005\u306e\u5f37\u3044\u652f\u6301\u3092\u96c6\u3081\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3. <strong>\u591a\u69d8\u306a\u53ce\u76ca\u6e90<\/strong><\/h4>\n\n\n\n<p>\u2022 \u30b2\u30fc\u30df\u30f3\u30b0\u5e02\u5834\u3084\u81ea\u52d5\u904b\u8ee2\u5411\u3051\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306a\u3069\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4ee5\u5916\u306e\u5206\u91ce\u306b\u3082\u5e45\u5e83\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u5c55\u958b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">4. <strong>\u8ca1\u52d9\u306e\u5b89\u5b9a\u6027\u3068\u9ad8\u5229\u76ca\u7387<\/strong><\/h4>\n\n\n\n<p>\u2022 \u81ea\u5df1\u8cc7\u672c\u6bd4\u738768.6%\u3001\u55b6\u696d\u5229\u76ca\u738754.1%\u3068\u975e\u5e38\u306b\u5b89\u5b9a\u3057\u305f\u8ca1\u52d9\u4f53\u8cea\u3092\u6709\u3057\u3001\u9ad8\u3044\u53ce\u76ca\u6027\u3092\u8a87\u308b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5.2 \u5f31\u307f\uff08Weaknesses\uff09<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">1. <strong>\u9ad8\u3044\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3<\/strong><\/h4>\n\n\n\n<p>\u2022 PER 117\u500d\u3001PBR 53\u500d\u306a\u3069\u3001\u671f\u5f85\u5024\u304c\u682a\u4fa1\u306b\u5927\u304d\u304f\u7e54\u308a\u8fbc\u307e\u308c\u3066\u304a\u308a\u3001\u8abf\u6574\u30ea\u30b9\u30af\u304c\u5e38\u306b\u3064\u304d\u307e\u3068\u3046\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2. <strong>\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u30fb\u5730\u653f\u5b66\u30ea\u30b9\u30af<\/strong><\/h4>\n\n\n\n<p>\u2022 \u534a\u5c0e\u4f53\u88fd\u9020\u306f\u8907\u96d1\u306a\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u6301\u3061\u3001\u7c73\u4e2d\u5bfe\u7acb\u306a\u3069\u306e\u56fd\u969b\u60c5\u52e2\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3084\u3059\u3044\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3. <strong>\u9ad8\u4fa1\u683c\u5e2fGPU\u3078\u306e\u4f9d\u5b58<\/strong><\/h4>\n\n\n\n<p>\u2022 \u9ad8\u6027\u80fd\u306a\u5206\u3001\u4fa1\u683c\u3082\u9ad8\u3081\u3067\u3042\u308a\u3001AMD\u3084Intel\u3001Google TPU\u306a\u3069\u300c\u5b89\u4fa1\u30fb\u9ad8\u52b9\u7387\u300d\u306a\u7af6\u5408\u304c\u53f0\u982d\u3059\u308b\u3068\u30b3\u30b9\u30c8\u7af6\u4e89\u529b\u304c\u8105\u304b\u3055\u308c\u308b\u53ef\u80fd\u6027\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5.3 \u6a5f\u4f1a\uff08Opportunities\uff09<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">1. <strong>AI\u5e02\u5834\u306e\u62e1\u5927<\/strong><\/h4>\n\n\n\n<p>\u2022 LLM\u3084\u751f\u6210AI\u3001\u81ea\u52d5\u904b\u8ee2\u3001\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\u3001\u30e1\u30bf\u30d0\u30fc\u30b9\u306a\u3069\u3001\u591a\u5c90\u306b\u308f\u305f\u308b\u5206\u91ce\u3067AI\u9700\u8981\u304c\u62e1\u5927\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2. <strong>\u63a8\u8ad6\u5e02\u5834\u306e\u6025\u6210\u9577<\/strong><\/h4>\n\n\n\n<p>\u2022 \u30ed\u30fc\u30ab\u30eb\u5229\u7528\u3084\u30aa\u30f3\u30d7\u30ec\u5b9f\u88c5\u306e\u5897\u52a0\u306b\u3088\u308a\u3001\u9ad8\u6027\u80fdGPU\u306e\u5c0e\u5165\u9700\u8981\u304c\u3055\u3089\u306b\u9ad8\u307e\u308b\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3. <strong>\u6b21\u4e16\u4ee3\u88fd\u54c1\u958b\u767a<\/strong><\/h4>\n\n\n\n<p>\u2022 Blackwell\u306a\u3069\u6b21\u4e16\u4ee3GPU\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306e\u6295\u5165\u3067\u3001\u3055\u3089\u306a\u308b\u6027\u80fd\u5411\u4e0a\u3084\u7701\u96fb\u529b\u5316\u304c\u671f\u5f85\u3067\u304d\u308b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5.4 \u8105\u5a01\uff08Threats\uff09<\/strong><\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">1. <strong>\u7af6\u5408\u4f01\u696d\u30fb\u65b0\u8208\u52e2\u529b\u306e\u53f0\u982d<\/strong><\/h4>\n\n\n\n<p>\u2022 \u6df1\u5c64\u5b66\u7fd2\u30e2\u30c7\u30eb\u306e\u52b9\u7387\u5316\uff08DeepSeek R1\u306a\u3069\uff09\u304c\u9032\u3081\u3070\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u9ad8\u6027\u80fdGPU\u306e\u5fc5\u8981\u6027\u304c\u4e00\u90e8\u524a\u6e1b\u3055\u308c\u308b\u30ea\u30b9\u30af\u3082\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2. <strong>GPU\u4fa1\u683c\u4e0b\u843d<\/strong><\/h4>\n\n\n\n<p>\u2022 \u5e02\u6cc1\u60aa\u5316\u3084\u7af6\u5408\u88fd\u54c1\u5897\u52a0\u306b\u3088\u308a\u4fa1\u683c\u7af6\u4e89\u304c\u6fc0\u5316\u3059\u308c\u3070\u3001\u30de\u30fc\u30b8\u30f3\u304c\u5727\u8feb\u3055\u308c\u308b\u53ef\u80fd\u6027\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">3. <strong>\u4e16\u754c\u7d4c\u6e08\u306e\u4e0d\u900f\u660e\u611f<\/strong><\/h4>\n\n\n\n<p>\u2022 \u91d1\u878d\u5f15\u304d\u7de0\u3081\u3084\u30ea\u30bb\u30c3\u30b7\u30e7\u30f3\u306a\u3069\u3001\u30de\u30af\u30ed\u74b0\u5883\u306e\u60aa\u5316\u3067IT\u6295\u8cc7\u304c\u843d\u3061\u8fbc\u3080\u6050\u308c\u304c\u3042\u308b\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>6. \u7af6\u5408\u74b0\u5883\u3068\u4e2d\u56fd\u5e02\u5834\u306e\u5f71\u97ff<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6.1 AMD\u3084Intel\u3001\u30af\u30e9\u30a6\u30c9\u30d9\u30f3\u30c0\u30fc\u306b\u3088\u308b\u72ec\u81ea\u30c1\u30c3\u30d7\u958b\u767a<\/strong><\/h3>\n\n\n\n<p>NVIDIA\u306e\u7259\u57ce\u3092\u5207\u308a\u5d29\u305d\u3046\u3068\u3057\u3066\u3044\u308b\u306e\u304c\u3001<strong>AMD<\/strong>\u306e\u300cInstinct\u300d\u3084<strong>Intel<\/strong>\u306e\u300cHABANA\u300d\u306a\u3069\u306e\u5c02\u7528\u30c1\u30c3\u30d7\u3001\u307e\u305f<strong>Google<\/strong>\u306eTPU\u3084<strong>Amazon<\/strong>\u306eTrainium\/Inferentia\u3068\u3044\u3063\u305f\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u306e\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u3067\u3059\u3002\u3053\u308c\u3089\u306f\u7279\u5b9a\u7528\u9014\u306b\u6700\u9069\u5316\u3057\u3001\u30b3\u30b9\u30c8\u30fb\u6d88\u8cbb\u96fb\u529b\u306e\u4e21\u9762\u3067\u512a\u4f4d\u6027\u3092\u72d9\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30e6\u30fc\u30b6\u30fc\u4f01\u696d\u306b\u3068\u3063\u3066\u306f\u3001\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u9ad8\u3044\u9078\u629e\u80a2\u304c\u5897\u3048\u308b\u306e\u306f\u6b53\u8fce\u3059\u3079\u304d\u3053\u3068\u3067\u3059\u304c\u3001NVIDIA\u306b\u3068\u3063\u3066\u306f\u4fa1\u683c\u652f\u914d\u529b\u304c\u4f4e\u4e0b\u3059\u308b\u30ea\u30b9\u30af\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3068\u3057\u3066\u306f\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3084\u30b5\u30fc\u30d3\u30b9\u9762\u3067\u306e\u5dee\u5225\u5316\u3092\u5f37\u5316\u3059\u308b\u5fc5\u8981\u6027\u304c\u9ad8\u307e\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6.2 \u7c73\u4e2d\u5bfe\u7acb\u3068\u73fe\u5730\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u53f0\u982d\u304c\u3082\u305f\u3089\u3059\u30ea\u30b9\u30af\u3068\u53ef\u80fd\u6027<\/strong><\/h3>\n\n\n\n<p>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306b\u3068\u3063\u3066\u3001\u4e2d\u56fd\u306f\u5de8\u5927\u5e02\u5834\u3067\u3059\u304c\u3001\u7c73\u56fd\u653f\u5e9c\u306b\u3088\u308b\u5148\u7aefGPU\u8f38\u51fa\u898f\u5236\u304c\u5f37\u5316\u3055\u308c\u308b\u306a\u3069\u3001\u5730\u653f\u5b66\u7684\u306a\u9006\u98a8\u3082\u5439\u3044\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3067\u3001\u4e2d\u56fd\u56fd\u5185\u3067\u306f<strong>DeepSeek<\/strong>\u306e\u3088\u3046\u306a\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u304c\u3001AMD\u306eGPU\u3092\u7528\u3044\u3066\u72ec\u81ea\u306eLLM\u3092\u958b\u767a\u3057\u3001\u300c\u4e2d\u56fd\u30ed\u30fc\u30ab\u30eb\u306eAI\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u300d\u304c\u5f62\u6210\u3055\u308c\u3064\u3064\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u306b\u3088\u308a\u3001\u4e2d\u56fd\u5e02\u5834\u3092\u5b8c\u5168\u306b\u653b\u7565\u3057\u304d\u308c\u306a\u3044\u30ea\u30b9\u30af\u304c\u3042\u308b\u3082\u306e\u306e\u3001\u300c\u4e2d\u56fd\u52e2\u304c\u4e16\u754c\u7684\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u306b\u6210\u9577\u3059\u308b\u3053\u3068\u3067\u3001\u3055\u3089\u306bAI\u5e02\u5834\u5168\u4f53\u304c\u6d3b\u6027\u5316\u3059\u308b\u300d\u3068\u3044\u3046\u30d7\u30e9\u30b9\u9762\u3082\u8003\u3048\u3089\u308c\u307e\u3059\u3002\u3044\u305a\u308c\u306b\u305b\u3088\u3001\u7c73\u4e2d\u5bfe\u7acb\u306e\u884c\u65b9\u306b\u3088\u3063\u3066\u306f\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u4e16\u754c\u30b7\u30a7\u30a2\u306b\u5927\u304d\u306a\u5f71\u97ff\u304c\u53ca\u3076\u53ef\u80fd\u6027\u304c\u3042\u308b\u305f\u3081\u3001\u5e38\u306b\u6ce8\u8996\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>7. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u682a\u4fa1\u6025\u843d\u306e\u80cc\u666f\u3092\u6df1\u6398\u308a<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7.1 DeepSeek\u30b7\u30e7\u30c3\u30af\u3068\u904e\u5270\u53cd\u5fdc\u306e\u53ef\u80fd\u6027<\/strong><\/h3>\n\n\n\n<p>\u4eca\u56de\u306e\u682a\u4fa1\u6025\u843d\uff0817%\u5b89\uff09\u306f\u3001\u76f4\u63a5\u7684\u306b\u306f\u300cDeepSeek R1\u306e\u6027\u80fd\u3068\u30b3\u30b9\u30c8\u52b9\u7387\u304c\u60f3\u5b9a\u4ee5\u4e0a\u300d\u3068\u3044\u3046\u30cb\u30e5\u30fc\u30b9\u304c\u5f15\u304d\u91d1\u3068\u306a\u3063\u305f\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u4e00\u90e8\u306e\u6295\u8cc7\u5bb6\u306f\u300cNVIDIA\u306e\u9ad8\u6027\u80fdGPU\u304c\u4e0d\u8981\u306b\u306a\u308b\u300d\u3068\u3044\u3046\u6975\u7aef\u306a\u30b7\u30ca\u30ea\u30aa\u3092\u63cf\u304d\u3001\u58f2\u308a\u3092\u6025\u3044\u3060\u7d50\u679c\u3001\u682a\u4fa1\u304c\u5927\u304d\u304f\u4e0b\u843d\u3057\u305f\u5f62\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3057\u304b\u3057\u3001\u5b9f\u969b\u306b\u306f<strong>DeepSeek R1\u3082AMD\u88fdGPU\u3092\u6d3b\u7528<\/strong>\u3057\u3066\u304a\u308a\u3001\u307e\u305f\u63a8\u8ad6\u3084\u8ffd\u52a0\u5b66\u7fd2\u306e\u5834\u9762\u3067\u306fGPU\u306e\u91cd\u8981\u6027\u306f\u4f9d\u7136\u3068\u3057\u3066\u9ad8\u3044\u3068\u6307\u6458\u3059\u308b\u5c02\u9580\u5bb6\u304c\u591a\u6570\u3044\u307e\u3059\u3002\u300cDeepSeek R1\u306e\u767b\u5834\u306b\u3088\u3063\u3066NVIDIA\u306e\u9700\u8981\u304c\u30bc\u30ed\u306b\u306a\u308b\u300d\u3068\u3044\u3046\u306e\u306f\u77ed\u7d61\u7684\u3067\u3042\u308a\u3001\u3084\u3084\u904e\u5270\u53cd\u5fdc\u306e\u9762\u304c\u5f37\u304b\u3063\u305f\u306e\u3067\u306f\u306a\u3044\u304b\u3001\u3068\u3044\u3046\u898b\u65b9\u3082\u6839\u5f37\u3044\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7.2 AI\u6295\u8cc7\u30b5\u30a4\u30af\u30eb\u306e\u5206\u5c90\uff1a\u4e00\u6642\u7684\u6e1b\u901f\u304b\u3001\u9577\u671f\u62e1\u5927\u304b<\/strong><\/h3>\n\n\n\n<p>\u6df1\u5c64\u5b66\u7fd2\u306e\u52b9\u7387\u5316\u304c\u9032\u3080\u3053\u3068\u3067\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981\u304c\u3084\u3084\u6291\u5236\u3055\u308c\u308b\u30b7\u30ca\u30ea\u30aa\u306f\u3042\u308a\u5f97\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u306b\u4ee3\u308f\u308b\u3088\u3046\u306b<strong>\u30ed\u30fc\u30ab\u30eb\u63a8\u8ad6\u9700\u8981\u3084\u5c0f\u898f\u6a21\u5b66\u7fd2\u30cb\u30fc\u30ba\u304c\u6025\u901f\u306b\u62e1\u5927<\/strong>\u3059\u308b\u53ef\u80fd\u6027\u3082\u9ad8\u304f\u3001GPU\u9700\u8981\u305d\u306e\u3082\u306e\u304c\u5927\u5e45\u306b\u843d\u3061\u8fbc\u3080\u304b\u3069\u3046\u304b\u306f\u672a\u77e5\u6570\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3055\u3089\u306b\u3001Google\u3084OpenAI\u306a\u3069\u306e\u5927\u624b\u30d7\u30ec\u30fc\u30e4\u30fc\u306f\u300cAGI\uff08\u6c4e\u7528\u4eba\u5de5\u77e5\u80fd\uff09\u3084\u30de\u30eb\u30c1\u30e2\u30fc\u30c0\u30eb\u9818\u57df\u300d\u3078\u306e\u6311\u6226\u3092\u7d99\u7d9a\u3057\u3066\u304a\u308a\u3001\u305d\u3053\u3067\u306f\u4eca\u5f8c\u3082\u5927\u898f\u6a21GPU\u30ea\u30bd\u30fc\u30b9\u3092\u5fc5\u8981\u3068\u3059\u308b\u7af6\u4e89\u304c\u7e70\u308a\u5e83\u3052\u3089\u308c\u308b\u3053\u3068\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002\u3053\u3046\u3057\u305f\u5206\u91ce\u306e\u5148\u7aef\u7814\u7a76\u306f\u30b3\u30b9\u30c8\u3092\u5ea6\u5916\u8996\u3057\u3066\u3067\u3082\u9032\u3081\u3089\u308c\u308b\u305f\u3081\u3001NVIDIA\u306b\u3068\u3063\u3066\u3082\u307e\u3060\u307e\u3060\u8ffd\u3044\u98a8\u304c\u5439\u304f\u4f59\u5730\u304c\u3042\u308b\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>8. \u4eca\u5f8c\u306e\u898b\u901a\u3057\u3068\u6295\u8cc7\u5224\u65ad<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8.1 \u9700\u8981\u898b\u901a\u3057\uff1a\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0 vs. \u63a8\u8ad6\u306e\u7dcf\u5408\u9700\u8981<\/strong><\/h3>\n\n\n\n<p>\u2022 <strong>\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981<\/strong><\/p>\n\n\n\n<p>DeepSeek R1\u306a\u3069\u52b9\u7387\u5316\u30e2\u30c7\u30eb\u306e\u767b\u5834\u306b\u3088\u3063\u3066\u3001\u4e00\u6642\u7684\u306b\u5927\u898f\u6a21GPU\u30af\u30e9\u30b9\u30bf\u30fc\u3078\u306e\u9700\u8981\u304c\u7de9\u3080\u53ef\u80fd\u6027\u306f\u3042\u308b\u3082\u306e\u306e\u3001\u5b8c\u5168\u306b\u6d88\u5931\u3059\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u7279\u306b\u30c8\u30c3\u30d7\u4f01\u696d\u3084\u6700\u5148\u7aef\u7814\u7a76\u958b\u767a\u3067\u306f\u5f15\u304d\u7d9a\u304d\u8d85\u5927\u898f\u6a21\u306aGPU\u6295\u8cc7\u304c\u884c\u308f\u308c\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u2022 <strong>\u63a8\u8ad6\u9700\u8981<\/strong><\/p>\n\n\n\n<p>\u30ed\u30fc\u30ab\u30eb\u63a8\u8ad6\u3001\u30aa\u30f3\u30d7\u30ec\u74b0\u5883\u3067\u306e\u30e2\u30c7\u30eb\u7a3c\u50cd\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u51e6\u7406\u306a\u3069\u3001<strong>\u63a8\u8ad6\u5411\u3051GPU\u306e\u9700\u8981\u304c\u6025\u4f38<\/strong>\u3059\u308b\u898b\u8fbc\u307f\u304c\u3042\u308a\u307e\u3059\u3002\u7d50\u679c\u7684\u306b\u306f\u3001\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981\u306e\u6e1b\u5c11\u5206\u3092\u4e0a\u56de\u308b\u5f62\u3067\u63a8\u8ad6\u9700\u8981\u304c\u4f38\u3073\u308b\u30b7\u30ca\u30ea\u30aa\u3082\u8003\u3048\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u7dcf\u3058\u3066\u3001<strong>\u300c\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u9700\u8981\u306e\u4e00\u90e8\u6e1b\u5c11\u300d\u3088\u308a\u3082\u300c\u63a8\u8ad6\u9700\u8981\u306e\u62e1\u5927\u300d\u304c\u52dd\u308a\u3001\u9577\u671f\u7684\u306b\u306fNVIDIA\u306b\u3068\u3063\u3066\u30d7\u30e9\u30b9\u306b\u50cd\u304f<\/strong>\u3068\u3044\u3046\u306e\u304c\u591a\u304f\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u898b\u65b9\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8.2 \u682a\u4fa1\u3068\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u898b\u901a\u3057<\/strong><\/h3>\n\n\n\n<p>\u73fe\u72b6\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f<strong>PER 100\u500d\u8d85\u3001PBR 50\u500d\u8d85<\/strong>\u3068\u3001\u975e\u5e38\u306b\u9ad8\u3044\u671f\u5f85\u304c\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u308b\u72b6\u614b\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa<\/strong>\uff1a<br>AI\u5e02\u5834\u306e\u62e1\u5927\u304c\u4eca\u5f8c\u3082\u7d9a\u304d\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6b21\u4e16\u4ee3GPU\u304c\u6295\u5165\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u518d\u3073\u682a\u4fa1\u304c\u4e0a\u6607\u5c40\u9762\u306b\u5165\u308b\u3002<\/li>\n\n\n\n<li><strong>\u4e2d\u7acb\u30b7\u30ca\u30ea\u30aa<\/strong>\uff1a<br>\u52b9\u7387\u5316\u306e\u6d41\u308c\u3084\u7af6\u5408\u306e\u53f0\u982d\u306b\u3088\u308a\u3001\u8d85\u5927\u53e3\u53d7\u6ce8\u304c\u6e1b\u901f\u3057\u3066\u682a\u4fa1\u304c\u8abf\u6574\u3055\u308c\u308b\u3002\u3057\u304b\u3057\u63a8\u8ad6\u9700\u8981\u306a\u3069\u3067\u5e95\u5805\u3055\u304c\u4fdd\u305f\u308c\u3001\u5927\u5d29\u308c\u306f\u3057\u306a\u3044\u3002<\/li>\n\n\n\n<li><strong>\u60b2\u89b3\u30b7\u30ca\u30ea\u30aa<\/strong>\uff1a<br>\u4e16\u754c\u7d4c\u6e08\u306e\u30ea\u30bb\u30c3\u30b7\u30e7\u30f3\u3084\u7c73\u4e2d\u5bfe\u7acb\u306e\u6fc0\u5316\u306b\u3088\u308a\u3001\u5927\u304d\u304f\u696d\u7e3e\u3092\u4e0b\u3076\u308c\u3057\u682a\u4fa1\u304c\u9577\u671f\u9593\u4f4e\u8ff7\u3059\u308b\u3002\u3082\u3063\u3068\u3082\u3001NVIDIA\u306e\u8ca1\u52d9\u4f53\u8cea\u81ea\u4f53\u306f\u5f37\u56fa\u3067\u3042\u308a\u3001\u5012\u7523\u306a\u3069\u306e\u30ea\u30b9\u30af\u306f\u6975\u3081\u3066\u4f4e\u3044\u3002<\/li>\n<\/ul>\n\n\n\n<h3 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