OpenAIとMicrosoftの新パートナーシップを30分で徹底解説。1300億ドルの非営利財団、AGI到達で終了する独占契約、無限のコンピュート需要、そして米国再工業化まで。AI時代の経済設計を読み解く決定版。00:00 - オープニング・本日のテーマ紹介01:24 - 目次：4つのポイントを解説02:27 - MSとOpenAIパートナーシップの全貌07:54 - AGI条項とは？誰が判断するのか15:22 - 1.4兆ドル投資！コンピュート需要の真実19:01 - 供給過剰は来るのか？3社の見解24:35 - AIインフラと米国の再工業化戦略28:06 - 2026年に期待される3つの進化31:16 - まとめ：産業構造の再設計が始まる出典:https://youtu.be/Gnl833wXRz0YouTube:https://youtu.be/BELSF3ybmHI
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