{"id":843,"date":"2026-06-23T06:56:42","date_gmt":"2026-06-22T21:56:42","guid":{"rendered":"https:\/\/www.kabutec.jp\/blog\/?p=843"},"modified":"2026-06-23T06:56:42","modified_gmt":"2026-06-22T21:56:42","slug":"%e3%80%90%e3%82%a4%e3%83%b3%e3%83%86%e3%83%ab%e5%ae%8c%e5%85%a8%e5%be%a9%e6%b4%bb%e3%81%ae%e7%9c%9f%e8%b4%8b%e3%80%91445%e4%b8%8a%e6%98%87%e3%81%ae%e6%ad%a3%e4%bd%93%e3%81%af%e3%80%8cai%e9%8a%98","status":"publish","type":"post","link":"https:\/\/www.kabutec.jp\/blog\/?p=843","title":{"rendered":"\u3010\u30a4\u30f3\u30c6\u30eb&#8221;\u5b8c\u5168\u5fa9\u6d3b&#8221;\u306e\u771f\u8d0b\u3011445%\u4e0a\u6607\u306e\u6b63\u4f53\u306f\u300cAI\u9298\u67c4\u306e\u52dd\u5229\u300d\u3067\u306f\u306a\u3044\u2014\u2014AMD\u3068\u306e\u5bfe\u6bd4\u3067\u8aad\u307f\u89e3\u304f"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u7d50\u8ad6\uff1a\u30a4\u30f3\u30c6\u30eb\u304c\u8cb7\u308f\u308c\u3066\u3044\u308b\u306e\u306f\u300cAI\u3067\u52dd\u3063\u305f\u304b\u3089\u300d\u3067\u306f\u306a\u3044\u3002\u300c\u6b7b\u306a\u306a\u304f\u306a\u3063\u305f\u304b\u3089\u300d\u3068\u300c\u56fd\u7b56\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306b\u306a\u3063\u305f\u304b\u3089\u300d\u3060<\/h2>\n\n\n\n<p>\u307e\u305a\u8aa4\u89e3\u3092\u89e3\u3044\u3066\u304a\u304f\u30022026\u5e74\u306e\u30a4\u30f3\u30c6\u30eb\u682a\u306e\u6025\u9a30\u3092\u300c\u3064\u3044\u306bAI\u534a\u5c0e\u4f53\u3067NVIDIA\u3084AMD\u306b\u8ffd\u3044\u3064\u3044\u305f\u300d\u3068\u8aad\u3080\u3068\u3001\u672c\u8cea\u3092\u5b8c\u5168\u306b\u5916\u3059\u3002<\/p>\n\n\n\n<p>\u30a4\u30f3\u30c6\u30eb\u306e\u4e0a\u6607\u306f3\u5c64\u69cb\u9020\u3067\u3001<strong>\u3069\u308c\u3082GPU\u3067AI\u9700\u8981\u3092\u53d6\u3063\u305f\u8a71\u3067\u306f\u306a\u3044<\/strong>\u3002<\/p>\n\n\n\n<ol>\n<li><strong>\u5012\u7523\u30ea\u30b9\u30af\u306e\u6d88\u6ec5<\/strong>\uff08Q1\u9ed2\u5b57\u5316\u3067\u300c\u8cc7\u91d1\u30b7\u30e7\u30fc\u30c8\u3067\u5efa\u8a2d\u304c\u6b62\u307e\u308b\u300d\u6050\u6016\u304c\u6d88\u3048\u305f\uff09<\/li>\n\n\n\n<li><strong>\u56fd\u7b56\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3068\u3057\u3066\u306e\u518d\u8a55\u4fa1<\/strong>\uff08\u7c73\u653f\u5e9c\u304c\u7b46\u982d\u682a\u4e3b\u3001Apple\u30fbGoogle\u30fbNVIDIA\u304c\u88fd\u9020\u59d4\u8a17\u5148\u5019\u88dc\u306b\uff09<\/li>\n\n\n\n<li><strong>CPU\u306eAI\u5185\u3067\u306e\u5f79\u5272<\/strong>\uff08\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8AI\u3092&#8221;\u6307\u63ee&#8221;\u3059\u308bCPU\u3068\u3044\u3046\u65b0\u3057\u3044\u7269\u8a9e\uff09<\/li>\n<\/ol>\n\n\n\n<p>\u4e00\u65b9\u306eAMD\u306f\u3001\u3053\u308c\u3068\u306f\u4f3c\u3066\u975e\u306a\u308b**\u300cAI\u9700\u8981\u305d\u306e\u3082\u306e\u306e\u52dd\u8005\u300d**\u3060\u3002OpenAI\u30fbMeta\u30fbOracle\u304b\u3089\u5408\u8a0812\u30ae\u30ac\u30ef\u30c3\u30c8\u7d1a\u306eGPU\u4f9b\u7d66\u5951\u7d04\u3092\u52dd\u3061\u53d6\u308a\u3001<strong>\u640d\u76ca\u8a08\u7b97\u66f8\u306b\u65e2\u306b\u58f2\u4e0a\u304c\u4e57\u308a\u3064\u3064\u3042\u308b<\/strong>\u3002<\/p>\n\n\n\n<p>\u3064\u307e\u308a\u2014\u2014<strong>AMD\u306e\u4fa1\u5024\u306f\u300cP\/L\uff08\u65e2\u306b\u53d6\u3063\u305f\u58f2\u4e0a\uff09\u300d\u306b\u3042\u308a\u3001\u30a4\u30f3\u30c6\u30eb\u306e\u4fa1\u5024\u306f\u300cB\/S\uff08\u307e\u3060\u53d6\u308c\u3066\u3044\u306a\u3044\u30aa\u30d7\u30b7\u30e7\u30f3\u4fa1\u5024\uff09\u300d\u306b\u3042\u308b\u3002<\/strong> \u3053\u306e\u4e00\u70b9\u3092\u63b4\u3081\u3070\u3001\u4e21\u8005\u306e\u682a\u4fa1\u306f\u540c\u3058\u300c\u534a\u5c0e\u4f53\u30e9\u30ea\u30fc\u300d\u306b\u898b\u3048\u3066\u3001\u307e\u3063\u305f\u304f\u5225\u306e\u751f\u304d\u7269\u3060\u3068\u5206\u304b\u308b\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u305a\u6570\u5b57\u306e\u78ba\u8a8d\uff082026\u5e746\u670823\u65e5\u6642\u70b9\uff0f\u76f4\u8fd1\u306f6\u670822\u65e5\u306e\u7c73\u56fd\u5e02\u5834\u7d42\u5024\uff09<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th><\/th><th>\u30a4\u30f3\u30c6\u30eb(INTC)<\/th><th>AMD(AMD)<\/th><\/tr><\/thead><tbody><tr><td>\u682a\u4fa1<\/td><td>$140.94\uff08\u30b6\u30e9\u5834\u9ad8\u5024$141.45\uff0f6\u670822\u65e5\u7d42\u5024\uff09<\/td><td>$551.63\uff086\u670822\u65e5\u7d42\u5024\uff09<\/td><\/tr><tr><td>\u6642\u4fa1\u7dcf\u984d<\/td><td>\u7d046,700\u5104\u30c9\u30eb<\/td><td>\u7d048,800\u5104\u30c9\u30eb<\/td><\/tr><tr><td>\u5e74\u521d\u6765<\/td><td>\u7d04+190\u301c225%<\/td><td>\u7d04+150%<\/td><\/tr><tr><td>\u76f4\u8fd112\u30ab\u6708<\/td><td>\u7d04+520\u301c550%<\/td><td>\u7d04+320%<\/td><\/tr><tr><td>\u4e88\u60f3PER<\/td><td>\u7d04150\u500d<\/td><td>\u7d0458\u500d<\/td><\/tr><tr><td>FCF<\/td><td>\u30de\u30a4\u30ca\u30b9\uff08\u76f4\u8fd1TTM\u3067\u7d04-83\u5104\u30c9\u30eb\uff09<\/td><td>\u30d7\u30e9\u30b9<\/td><\/tr><tr><td>\u30a2\u30ca\u30ea\u30b9\u30c8\u5e73\u5747\u76ee\u6a19\u682a\u4fa1<\/td><td>\u7d04$94\uff08\uff1d\u73fe\u5024\u3088\u308a\u7d043\u5272\u4e0b\uff09<\/td><td>\u5f37\u6c17\u7d99\u7d9a<\/td><\/tr><tr><td>\u4e3b\u529bAI\u88fd\u54c1<\/td><td>\uff08GPU\u306f\u4e8b\u5b9f\u4e0a\u306a\u3057\uff09<\/td><td>Instinct MI400\u30b7\u30ea\u30fc\u30ba<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u30a4\u30f3\u30c6\u30eb\u306f26\u5e74\u3076\u308a\u306b2000\u5e748\u6708\u306e\u30c9\u30c3\u30c8\u30b3\u30e0\u671f\u306e\u9ad8\u5024\u3092\u4e0a\u629c\u3051\u30016\u670822\u65e5\u306f\u30b6\u30e9\u5834\u3067$141.45\u306e\u65b0\u9ad8\u5024\u3092\u4ed8\u3051\u3001$140.94\u3067\u5f15\u3051\u305f\u3002\u77ed\u671f\u7b4b\u306f120\u5104\u30c9\u30eb\u8d85\u306e\u542b\u307f\u640d\u3092\u62b1\u3048\u3066\u8e0f\u307f\u4e0a\u3052\u3089\u308c\u3066\u3044\u308b\u3002\u30c1\u30e3\u30fc\u30c8\u3060\u3051\u898b\u308c\u3070\u300c\u30e2\u30f3\u30b9\u30bf\u30fc\u300d\u3060\u3002\u3060\u304c\u4e2d\u8eab\u3092\u898b\u308b\u3002<\/p>\n\n\n\n<p>\u3053\u3053\u3067\u4e00\u3064\u3001\u5f37\u70c8\u306a\u4e8b\u5b9f\u3092\u5148\u306b\u7f6e\u3044\u3066\u304a\u304f\u3002<strong>48\u4eba\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e12\u30ab\u6708\u5e73\u5747\u76ee\u6a19\u682a\u4fa1\u306f\u7d04$94\u2014\u2014\u3064\u307e\u308a\u73fe\u5024$140.94\u306f\u3001\u30d7\u30ed\u306e\u96c6\u5408\u77e5\u304c\u898b\u308b\u9069\u6b63\u6c34\u6e96\u3092\u7d045\u5272\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002<\/strong> \u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u4e2d\u592e\u5024\u306f\u300cHold\u300d\u3002\u682a\u4fa1\u304c\u76ee\u6a19\u682a\u4fa1\u3092\u8ffd\u3044\u8d8a\u3057\u3066\u3057\u307e\u3063\u3066\u3044\u308b\u3001\u3053\u308c\u304c\u4eca\u306e\u30a4\u30f3\u30c6\u30eb\u306e\u4f4d\u7f6e\u3060\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u30a4\u30f3\u30c6\u30eb\u4e0a\u6607\u306e\u6b63\u4f53\u2014\u2014\u300cAI\u3067\u52dd\u3063\u305f\u300d\u306e\u3067\u306f\u306a\u304f\u300c\u6b7b\u306a\u306a\u304f\u306a\u3063\u305f\u300d<\/h2>\n\n\n\n<p>\u30e9\u30ea\u30fc\u306e\u672c\u5f53\u306e\u8d77\u70b9\u306fQ1 2026\u6c7a\u7b97\u3060\u3002\u975eGAAP EPS\u304c$0.29\u3068\u3001\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u306e$0.01\u3092\u6841\u9055\u3044\u306b\u4e0a\u56de\u308a\u3001<strong>6\u56db\u534a\u671f\u9023\u7d9a\u306e\u30d3\u30fc\u30c8<\/strong>\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fbAI\u90e8\u9580\u306f\u524d\u5e74\u6bd4+22%\u306e50.5\u5104\u30c9\u30eb\u3001\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3082+16%\u3002<\/p>\n\n\n\n<p>\u3053\u3053\u3067\u91cd\u8981\u306a\u306e\u306f\u5229\u76ca\u306e&#8221;\u984d&#8221;\u3067\u306f\u306a\u3044\u3002<strong>\u9ed2\u5b57\u306b\u8ee2\u3058\u305f\u3053\u3068\u81ea\u4f53<\/strong>\u3060\u3002\u3053\u308c\u3067\u300c\u5de8\u984d\u6295\u8cc7\u306e\u91cd\u307f\u3067\u8cc7\u91d1\u304c\u5c3d\u304d\u3001\u5efa\u8a2d\u304c\u9014\u4e2d\u3067\u6b62\u307e\u308b\u300d\u3068\u3044\u3046\u6700\u60aa\u30b7\u30ca\u30ea\u30aa\u304c\u6d88\u3048\u305f\u3002\u5e02\u5834\u304c\u5265\u304c\u3057\u305f\u306e\u306f<strong>\u30ea\u30b9\u30af\u30d7\u30ec\u30df\u30a2\u30e0<\/strong>\u3067\u3042\u3063\u3066\u3001AI\u6210\u9577\u30d7\u30ec\u30df\u30a2\u30e0\u3092\u4e57\u305b\u305f\u308f\u3051\u3067\u306f\u306a\u3044\u3002\u98db\u884c\u6a5f\u304c\u3088\u3046\u3084\u304f\u6ed1\u8d70\u8def\u304b\u3089\u8eca\u8f2a\u3092\u4e0a\u3052\u305f\u3001\u3068\u3044\u3046\u6bb5\u968e\u306e\u8a71\u3060\u3002<\/p>\n\n\n\n<p>\u305d\u3053\u306b\u56fd\u7b56\u306e\u71c3\u6599\u304c\u304f\u3079\u3089\u308c\u305f\u3002<strong>\u7c73\u653f\u5e9c\u306f2025\u5e748\u6708\u3001CHIPS\u6cd5\u306e\u88dc\u52a9\u91d1\u3092\u682a\u5f0f\u306b\u8ee2\u63db\u3059\u308b\u5f62\u306789\u5104\u30c9\u30eb\u3092\u6295\u3058\u30011\u682a20.47\u30c9\u30eb\u30674.33\u5104\u682a\uff08\u7d0410%\uff09\u3092\u53d6\u5f97\u3057\u7b46\u982d\u682a\u4e3b\u306b\u306a\u3063\u305f\u3002<\/strong> \u305d\u306e\u653f\u5e9c\u306e\u53d6\u5f97\u7c3f\u4fa1\u304c\u4eca\u3084$138\u2014\u2014\u5de8\u5927\u306a\u542b\u307f\u76ca\u3060\u3002SoftBank\u308220\u5104\u30c9\u30eb\u3092\u51fa\u8cc7\u3002\u30a2\u30a4\u30eb\u30e9\u30f3\u30c9\u306eFab 34\uff0849%\u5206\u3092142\u5104\u30c9\u30eb\u3067\u8cb7\u3044\u623b\u3057\u5b8c\u5168\u5b50\u4f1a\u793e\u5316\uff09\u3001UMC\u3068\u306e12nm\/3nm\u5171\u540c\u958b\u767a\u3068\u3001&#8221;\u30a2\u30e1\u30ea\u30ab\u88fd\u306e\u6700\u5148\u7aef\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea&#8221;\u3068\u3044\u3046\u56fd\u5bb6\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u4f53\u88c1\u304c\u6574\u3063\u305f\u3002<\/p>\n\n\n\n<p>\u6c7a\u5b9a\u6253\u306b\u306a\u308a\u3064\u3064\u3042\u308b\u306e\u304c\u88fd\u9020\u59d4\u8a17\u306e\u5f15\u304d\u5408\u3044\u3060\u3002Apple\u3068\u306e\u66ab\u5b9a\u7684\u306a\u30c1\u30c3\u30d7\u88fd\u9020\u5408\u610f\u3001Google\u306e300\u4e07\u500b\u8d85\u306eTPU\u767a\u6ce8\uff082028\u5e74\u751f\u7523\uff09\u3001NVIDIA\u304c18A\u3092\u6b21\u4e16\u4ee3\u8a2d\u8a08\u306e&#8221;\u30d0\u30c3\u30af\u30a2\u30c3\u30d7&#8221;\u3068\u3057\u3066\u8a55\u4fa1\u2014\u2014\u3044\u305a\u308c\u3082\u3001<strong>TSMC\u4e00\u6975\u96c6\u4e2d\u306b\u5bfe\u3059\u308b\u300c\u7b2c2\u306e\u6700\u5148\u7aef\u30d5\u30a1\u30d6\u300d\u3068\u3057\u3066\u306e\u30a4\u30f3\u30c6\u30eb<\/strong>\u3092\u5e02\u5834\u306b\u518d\u8a8d\u8b58\u3055\u305b\u305f\u3002BofA\u306f\u30ec\u30fc\u30c6\u30a3\u30f3\u30b0\u3092\u300cUnderperform\u2192Buy\u300d\u3078\u7570\u4f8b\u306e2\u6bb5\u968e\u4e0a\u3052\u30012030\u5e74\u306bEPS6\u30c9\u30eb\u8d85\u3001\u30b5\u30fc\u30d0\u30fcCPU\u58f2\u4e0a400\u5104\u30c9\u30eb\u3092\u63cf\u304f\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u3060\u304c\u3001\u3053\u3053\u304c\u843d\u3068\u3057\u7a74\u3060\u2014\u2014\u300c\u30aa\u30d7\u30b7\u30e7\u30f3\u4fa1\u5024\u300d\u306f\u307e\u3060&#8221;\u53d6\u308c\u3066\u3044\u306a\u3044&#8221;<\/h2>\n\n\n\n<p>\u51b7\u9759\u306b\u5f15\u304d\u7b97\u3057\u3088\u3046\u3002\u30a4\u30f3\u30c6\u30eb\u306e\u4e88\u60f3PER\u306f\u7d04150\u500d\u3002\u3053\u308c\u306f2026\u5e74\u306e\u5229\u76ca\u3067\u306f\u306a\u304f\u3001<strong>2030\u5e74\u306b\u5b9f\u73fe\u3059\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u5229\u76ca\u3068\u30aa\u30d7\u30b7\u30e7\u30f3\u4fa1\u5024\u3092\u3001\u4eca\u306e\u682a\u4fa1\u304c\u65e2\u306b\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b<\/strong>\u3053\u3068\u3092\u610f\u5473\u3059\u308b\u3002\u524d\u8ff0\u306e\u901a\u308a\u3001\u682a\u4fa1\u306f\u30a2\u30ca\u30ea\u30b9\u30c8\u5e73\u5747\u76ee\u6a19\u682a\u4fa1\uff08\u7d04$94\uff09\u3059\u3089\u7d045\u5272\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u305d\u3057\u3066\u8db3\u5143\u306e\u73fe\u5b9f\u306f\u91cd\u3044\u3002<strong>\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306f\u76f4\u8fd112\u30ab\u6708\u30d9\u30fc\u30b9\u3067\u7d04-83\u5104\u30c9\u30eb\u306e\u30de\u30a4\u30ca\u30b9\u3002\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u90e8\u9580\u306f\u56db\u534a\u671f\u3067\u7d0424\u5104\u30c9\u30eb\u306e\u55b6\u696d\u8d64\u5b57\u3002<\/strong> \u7d4c\u55b6\u9663\u306f\u6b21\u4e16\u4ee3\u306e14A\u306b\u3064\u3044\u3066\u300c\u9867\u5ba2\u9700\u8981\u304c\u306a\u3051\u308c\u3070\u4e00\u6642\u505c\u6b62\u3082\u3042\u308a\u5f97\u308b\u300d\u3068\u660e\u8a00\u3057\u3066\u3044\u308b\u3002Apple\u30fbNVIDIA\u306e\u5f15\u304d\u5408\u3044\u306f\u300c\u8a55\u4fa1\u4e2d\u300d\u300c\u66ab\u5b9a\u5408\u610f\u300d\u3067\u3042\u3063\u3066\u3001<strong>\u307e\u3060\u78ba\u5b9a\u3057\u305f\u5927\u578b\u5916\u90e8\u53d7\u6ce8\uff1d\u30ea\u30ab\u30fc\u30ea\u30f3\u30b0\u306a\u58f2\u4e0a\u306b\u306f\u5316\u3051\u3066\u3044\u306a\u3044<\/strong>\u3002<\/p>\n\n\n\n<p>\u3064\u307e\u308a\u30a4\u30f3\u30c6\u30eb\u306e\u682a\u4fa1\u306f\u3001<strong>\u300c18A\u304c\u672c\u5f53\u306b\u5916\u90e8\u306e\u5927\u53e3\u3092\u53d6\u308c\u308b\u304b\u300d\u300c\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8AI\u3067CPU\u306e\u5f79\u5272\u304c\u672c\u5f53\u306b\u5897\u3048\u308b\u304b\u300d\u3068\u3044\u3046\u3001\u307e\u3060\u8a3c\u660e\u3055\u308c\u3066\u3044\u306a\u30442\u3064\u306e\u8ced\u3051\u306b\u3001\u6e80\u984d\u306e\u30c1\u30c3\u30d7\u3092\u7f6e\u3044\u3066\u3044\u308b<\/strong>\u72b6\u614b\u3060\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">AMD\u3068\u306e\u5bfe\u6bd4\u2014\u2014\u3053\u3061\u3089\u306f\u300c\u8ced\u3051\u300d\u3067\u306f\u306a\u304f\u300c\u65e2\u306b\u53d6\u3063\u305f\u58f2\u4e0a\u300d<\/h2>\n\n\n\n<p>\u3053\u3053\u3067AMD\u3068\u4e26\u3079\u308b\u3068\u3001\u4e21\u8005\u306e\u672c\u8cea\u7684\u306a\u9055\u3044\u304c\u969b\u7acb\u3064\u3002<\/p>\n\n\n\n<p>AMD\u306e\u5f37\u3055\u306f\u62bd\u8c61\u7684\u306a\u671f\u5f85\u3067\u306f\u306a\u304f\u3001<strong>\u5951\u7d04\u3068\u3044\u3046\u5f62\u3067\u56fa\u5b9a\u3055\u308c\u305f\u9700\u8981<\/strong>\u3060\u3002<\/p>\n\n\n\n<ul>\n<li><strong>OpenAI<\/strong>\uff1a6\u30ae\u30ac\u30ef\u30c3\u30c8\u306eGPU\u4f9b\u7d66\u5951\u7d04\uff082025\u5e7410\u6708\uff09\u3002\u6700\u59271.6\u5104\u682a\uff08\u7d0410%\uff09\u306e\u30ef\u30e9\u30f3\u30c8\u4ed8\u304d<\/li>\n\n\n\n<li><strong>Meta<\/strong>\uff1a5\u5e74\u30fb\u7d04600\u5104\u30c9\u30eb\u30016\u30ae\u30ac\u30ef\u30c3\u30c8\u3001Meta\u5c02\u7528\u306bMI450\u3092\u30ab\u30b9\u30bf\u30e0\u5171\u540c\u958b\u767a<\/li>\n\n\n\n<li><strong>Oracle<\/strong>\uff1aMI450\u30925\u4e07\u57fa<\/li>\n<\/ul>\n\n\n\n<p>\u5408\u8a0812\u30ae\u30ac\u30ef\u30c3\u30c8\u3002\u30d5\u30e9\u30c3\u30b0\u30b7\u30c3\u30d7MI455X\uff0840 PFLOPS FP4\u3001432GB HBM4\uff09\u3068Helios\u30e9\u30c3\u30af\u304c2026\u5e74\u7b2c3\u56db\u534a\u671f\u304b\u3089\u51fa\u8377\u3055\u308c\u308b\u3002Q1 2026\u306f\u58f2\u4e0a103\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+38%\uff09\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f\u904e\u53bb\u6700\u9ad8\u306e58\u5104\u30c9\u30eb\uff08+57%\uff09\u3002<strong>\u300c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u30c6\u30b9\u30c8\u3067\u306f\u306a\u304f\u6570\u767e\u5104\u30c9\u30eb\u5358\u4f4d\u3067\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u30b3\u30df\u30c3\u30c8\u3057\u305f\u300d<\/strong>\u2014\u2014\u3053\u308c\u304cAMD\u306e\u682a\u4fa1\u3092\u652f\u3048\u308b\u5b9f\u4f53\u3060\u3002<\/p>\n\n\n\n<p>\u305f\u3060\u3057AMD\u306b\u3082\u56fa\u6709\u306e\u6bd2\u304c\u3042\u308b\u3002<strong>OpenAI\u30fbMeta\u5411\u3051\u306b\u767a\u884c\u3057\u305f\u5408\u8a083.2\u5104\u682a\uff08\u767a\u884c\u6e08\u307f\u682a\u5f0f\u306e\u7d0420%\uff09\u306e\u30ef\u30e9\u30f3\u30c8<\/strong>\u3060\u3002\u884c\u4f7f\u4fa1\u683c\u306f\u5b9f\u8cea\u30bc\u30ed\uff08$0.01\uff09\u3002\u51fa\u8377\u306e\u9032\u6357\u306b\u5fdc\u3058\u3066\u6bb5\u968e\u7684\u306b\u78ba\u5b9a\u3059\u308b\u305f\u3081\u3001<strong>\u58f2\u4e0a\u304c\u4f38\u3073\u308b\u307b\u3069EPS\u304c\u69cb\u9020\u7684\u306b\u5e0c\u8584\u5316\u3059\u308b<\/strong>\u3002\u3055\u3089\u306b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u8cc7\u7523ROCm\u306f\u4f9d\u7136CUDA\u306b\u898b\u52a3\u308a\u3059\u308b\u3002AMD\u306f\u300cNVIDIA\u306e\u552f\u4e00\u306e\u7b2c2\u4f9b\u7d66\u6e90\u300d\u3068\u3044\u3046\u5730\u4f4d\u3092\u3001\u81ea\u793e\u682a\u3092\u914d\u308b\u3053\u3068\u3067\u8cb7\u3063\u3066\u3044\u308b\u5074\u9762\u304c\u3042\u308b\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u300cAI\u30fb\u534a\u5c0e\u4f53\u9298\u67c4\u3068\u3057\u3066\u5b8c\u5168\u5fa9\u6d3b\u306f\u3042\u308b\u304b?\u300d\u3078\u306e\u79c1\u306e\u7b54\u3048<\/h2>\n\n\n\n<p>\u4e8c\u6bb5\u968e\u3067\u7b54\u3048\u308b\u3002<\/p>\n\n\n\n<p><strong>\u300c\u5fa9\u6d3b\u300d\u3057\u305f\u304b\uff1f \u2192 YES\u3001\u307b\u307c\u78ba\u5b9a\u3002<\/strong> \u5012\u7523\u30ea\u30b9\u30af\u306f\u6d88\u3048\u3001\u9ed2\u5b57\u5316\u3057\u3001\u56fd\u5bb6\u306b\u80cc\u4e2d\u3092\u9810\u3051\u3089\u308c\u308b\u7acb\u5834\u3092\u5f97\u305f\u3002\u751f\u5b58\u306f\u78ba\u4fdd\u3055\u308c\u305f\u3002<\/p>\n\n\n\n<p><strong>\u300cAI\u534a\u5c0e\u4f53\u306e\u52dd\u8005\u3068\u3057\u3066&#8221;\u5b8c\u5168&#8221;\u5fa9\u6d3b\u3057\u305f\u304b\uff1f \u2192 \u307e\u3060NO\u3002<\/strong> \u30a4\u30f3\u30c6\u30eb\u306b\u306fNVIDIA\/AMD\u306b\u5bfe\u6297\u3067\u304d\u308b\u7af6\u4e89\u529b\u3042\u308bAI GPU\u304c\u4e8b\u5b9f\u4e0a\u306a\u3044\u3002\u540c\u793e\u306eAI\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306f\u9593\u63a5\u7684\u3067\u3001(a)AI\u3092&#8221;\u6307\u63ee&#8221;\u3059\u308b\u30db\u30b9\u30c8CPU\u3068\u3057\u3066\u306eXeon\u3001(b)AI\u30a4\u30f3\u30d5\u30e9\u3092&#8221;\u88fd\u9020&#8221;\u3059\u308b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3001\u3053\u306e2\u70b9\u306b\u8ced\u3051\u3066\u3044\u308b\u3002<strong>\u3053\u308c\u3089\u304c\u78ba\u5b9a\u53d7\u6ce8\u306b\u5316\u3051\u308b\u307e\u3067\u3001\u30a4\u30f3\u30c6\u30eb\u306f\u300cAI\u9298\u67c4\u300d\u3067\u306f\u306a\u304f\u300cAI\u30a4\u30f3\u30d5\u30e9\u306e\u30aa\u30d7\u30b7\u30e7\u30f3\u9298\u67c4\u300d\u3060\u3002<\/strong><\/p>\n\n\n\n<p>\u5224\u5b9a\u306e\u30c8\u30ea\u30ac\u30fc\u306f\u660e\u78ba\u3060\u3002<strong>\u246018A\u304c\u5927\u53e3\u306e\u5916\u90e8\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u9867\u5ba2\uff08Apple\/NVIDIA\u306e\u672c\u767a\u6ce8\uff09\u3092\u78ba\u5b9a\u3055\u305b\u308b\u304b\u3001\u2461\u6b21\u4e16\u4ee3\u30b5\u30fc\u30d0\u30fcCPU\u300cDiamond Rapids\u300d\u306e\u7acb\u3061\u4e0a\u304c\u308a\u3001\u2462\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u90e8\u9580\u306e\u8d64\u5b57\u7e2e\u5c0f\u3068FCF\u306e\u9ed2\u5b57\u8ee2\u63db\u3002<\/strong> \u3053\u306e3\u3064\u304c\u63c3\u3063\u3066\u521d\u3081\u3066\u3001100\u500d\u8d85\u306ePER\u306f\u6b63\u5f53\u5316\u306b\u5411\u304b\u3046\u3002\u63c3\u308f\u306a\u3051\u308c\u3070\u3001\u5f31\u6c17\u30b7\u30ca\u30ea\u30aa\u306e$66\u301c88\u3068\u3044\u3046\u8a66\u7b97\u304c\u73fe\u5b9f\u5473\u3092\u5e2f\u3073\u308b\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">\u30d0\u30ea\u30e5\u30fc\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u306e\u5b9f\u52d9\u7684\u7d50\u8ad6<\/h2>\n\n\n\n<p>\u79c1\u306e\u898f\u5f8b\u3067\u8a00\u3048\u3070\u3001\u7d50\u8ad6\u306f\u30b7\u30f3\u30d7\u30eb\u3060\u3002<strong>INTC\u3082AMD\u3082\u3001\u3082\u306f\u3084\u30d0\u30ea\u30e5\u30fc\u682a\u3067\u306f\u306a\u3044\u3002\u5b8c\u5168\u306b\u30ca\u30e9\u30c6\u30a3\u30d6\uff0f\u30e2\u30e1\u30f3\u30bf\u30e0\u682a\u3060\u3002<\/strong><\/p>\n\n\n\n<p>\u30ca\u30e9\u30c6\u30a3\u30d6\u682a\u306f\u300c\u521d\u52d5\u3067\u5165\u308b\u304b\u3001\u5165\u3089\u306a\u3044\u304b\u300d\u3002\u30a4\u30f3\u30c6\u30eb\u306e\u771f\u306e\u521d\u52d5\u306f\u3001<strong>\u7c73\u653f\u5e9c\u304c$20.47\u3067\u7b46\u982d\u682a\u4e3b\u306b\u306a\u3063\u305f2025\u5e748\u6708<\/strong>\u3001\u3042\u308b\u3044\u306fQ1\u9ed2\u5b57\u5316\u304c\u78ba\u8a8d\u3055\u308c\u305f4\u6708\u3060\u3063\u305f\u3002500%\u8d85\u4e0a\u6607\u3057\u305f\u5f8c\u306e$140.94\u3067\u98db\u3073\u4e57\u308b\u306e\u306f\u3001\u521d\u52d5\u3078\u306e\u53c2\u52a0\u3067\u306f\u306a\u304f\u3001<strong>\u4ed6\u4eba\u304c\u80b2\u3066\u305f\u7269\u8a9e\u306e\u6700\u7d42\u30e9\u30f3\u30ca\u30fc\u3092\u9ad8\u5024\u3067\u8cb7\u3046<\/strong>\u884c\u70ba\u3060\u3002\u3057\u304b\u3082\u305d\u306e$140.94\u306f\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u5e73\u5747\u76ee\u6a19\u682a\u4fa1\u306e\u7d04$94\u3092\u7d045\u5272\u4e0a\u56de\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n<p>\u305d\u3057\u3066\u4e21\u8005\u306e\u975e\u5bfe\u79f0\u6027\u3092\u6bba\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u76ae\u8089\u306b\u3082\u540c\u3058\u300c\u5e0c\u8584\u5316\u300d\u3068\u300c\u672a\u78ba\u5b9a\u300d\u3060\u3002AMD\u306f\u30ef\u30e9\u30f3\u30c8\u3067\u81ea\u3089EPS\u3092\u8584\u3081\u3001\u30a4\u30f3\u30c6\u30eb\u306f\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u8d64\u5b57\u3068\u30de\u30a4\u30ca\u30b9FCF\u3092\u62b1\u3048\u306a\u304c\u3089\u30aa\u30d7\u30b7\u30e7\u30f3\u4fa1\u5024\u3092\u6e80\u984d\u3067\u58f2\u3063\u3066\u3044\u308b\u3002<strong>\u3069\u3061\u3089\u3082\u300c\u307b\u307c\u5b8c\u74a7\u306a\u5b9f\u884c\u300d\u3092\u524d\u63d0\u306b\u5024\u4ed8\u3051\u3055\u308c\u3066\u304a\u308a\u3001\u308f\u305a\u304b\u306a\u8e93\u304d\u3067\u4e88\u60f3PER\u304c\u6025\u901f\u306b\u5727\u7e2e\u3055\u308c\u308b\u3002<\/strong> \u3053\u308c\u306f\u79c1\u304c\u6700\u3082\u8b66\u6212\u3059\u308b\u5c40\u9762\u2014\u2014\u30ea\u30b9\u30af\u30ea\u30ef\u30fc\u30c9\u304c\u975e\u5bfe\u79f0\u3067\u306a\u304f\u306a\u3063\u305f\u9298\u67c4\u3001\u3060\u3002<\/p>\n\n\n\n<p>\u6700\u5f8c\u306b\u3001\u65e5\u672c\u306e\u500b\u4eba\u6295\u8cc7\u5bb6\u3068\u3057\u3066\u4e00\u3064\u88dc\u52a9\u7dda\u3092\u5f15\u3044\u3066\u304a\u304f\u3002\u3044\u307e\u65e5\u7d4c\u3067\u30d0\u30ea\u30e5\u30fc\u3084\u5c0f\u578b\u682a\u304c\u632f\u308b\u308f\u305a\u3001AI\u30fb\u534a\u5c0e\u4f53\u3078\u306e\u6975\u7aef\u306a\u8cc7\u91d1\u96c6\u4e2d\u306b\u79c1\u304c\u8b66\u6212\u3057\u3066\u3044\u308b\u306e\u3068\u3001<strong>\u307e\u3063\u305f\u304f\u540c\u3058\u30d5\u30a1\u30af\u30bf\u30fc\uff08AI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u4e00\u6975\u96c6\u4e2d\uff09\u304cINTC\u30fbAMD\u3092\u7d04520%\u30fb\u7d04320%\u62bc\u3057\u4e0a\u3052\u3066\u3044\u308b<\/strong>\u3002\u3053\u308c\u306f\u9298\u67c4\u306e\u826f\u3057\u60aa\u3057\u306e\u8a71\u3067\u306f\u306a\u304f\u3001<strong>\u30de\u30af\u30ed\u306e\u30d5\u30a1\u30af\u30bf\u30fc\u304c\u5024\u6bb5\u306e\u5927\u534a\u3092\u6c7a\u3081\u3066\u3044\u308b<\/strong>\u3068\u3044\u3046\u8a71\u3060\u3002\u3082\u3057\u5165\u308b\u306a\u3089\u3001\u88fd\u54c1\u306e\u512a\u52a3\u3092\u8a9e\u308b\u524d\u306b\u300c\u3053\u306e\u30d5\u30a1\u30af\u30bf\u30fc\u304c\u3044\u3064\u53cd\u8ee2\u3057\u3046\u308b\u304b\u300d\u3092\u5148\u306b\u8003\u3048\u308b\u3079\u304d\u3060\u3002\u79c1\u306a\u3089\u30b4\u30fc\u30eb\u30c9\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u306e\u5f85\u6a5f\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u5d29\u3057\u3066\u307e\u3067\u3001\u3053\u306e\u6700\u7d42\u30e9\u30f3\u30ca\u30fc\u3092\u8ffd\u308f\u306a\u3044\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><em>\uff08\u672c\u8a18\u4e8b\u306f\u7279\u5b9a\u9298\u67c4\u306e\u58f2\u8cb7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u5224\u65ad\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002\uff09<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7d50\u8ad6\uff1a\u30a4\u30f3\u30c6\u30eb\u304c\u8cb7\u308f\u308c\u3066\u3044\u308b\u306e\u306f\u300cAI\u3067\u52dd\u3063\u305f\u304b\u3089\u300d\u3067\u306f\u306a\u3044\u3002\u300c\u6b7b\u306a\u306a\u304f\u306a\u3063\u305f\u304b\u3089\u300d\u3068\u300c\u56fd\u7b56\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306b\u306a\u3063\u305f\u304b\u3089\u300d\u3060 \u307e\u305a\u8aa4\u89e3\u3092\u89e3\u3044\u3066\u304a\u304f\u30022026\u5e74\u306e\u30a4\u30f3\u30c6\u30eb\u682a\u306e\u6025\u9a30\u3092\u300c\u3064\u3044\u306bAI\u534a\u5c0e\u4f53\u3067NVIDIA\u3084AMD\u306b\u8ffd\u3044 [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"_links":{"self":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/843"}],"collection":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=843"}],"version-history":[{"count":1,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/843\/revisions"}],"predecessor-version":[{"id":844,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=\/wp\/v2\/posts\/843\/revisions\/844"}],"wp:attachment":[{"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=843"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=843"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kabutec.jp\/blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=843"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}