AI革命で実際に利益を上げているのはAI企業ではなくクラウド事業者。AWS、Azure、Google CloudのAI収益化戦略と驚愕の利益構造を データに基づき徹底解説。0:00 イントロ:AI革命で本当に儲かっているのは誰?0:36 衝撃の事実:投資額と売上の大きなギャップ2:36 なぜクラウド事業者だけが儲かるのか?6:10 AWS:独自チップで差別化戦略7:48 Microsoft Azure:OpenAIとの独占パートナーシップ8:51 Google Cloud:TPUで技術的優位性を確立10:07 CoreWeave:AI特化クラウドの急成長11:44 驚異的な利益構造:不動産賃貸業モデル13:06 脱クラウド依存は可能?現実的な課題14:08 まとめ:ゴールドラッシュのツルハシ商人たちiPhoneアプリでご視聴の方向けの有料メンバーシップ登録はこちら!https://www.youtube.com/channel/UCXYstYfeIP6cApPZnMmw2jQ/join
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