NVIDIAがAI企業に巨額投資を続ける理由を徹底解説。一見矛盾する戦略の裏には、GPU市場の未来を見据えた緻密な計算があった。OpenAI、xAI、Reflection AIなど、投資先企業との関係からAI業界の覇権争いまで完全理解！#NVIDIA #AI #OpenAI #GPU #テクノロジー #投資戦略00:00 - オープニング：NVIDIAの「循環取引」疑惑02:23 - 圧倒的利益の裏にある「3つの脅威」04:58 - OpenAIの競合「Neo Lab」を育てる理由09:39 - 全方位戦略：誰が勝ってもNVIDIAが勝つ13:41 - xAIへの巨額投資と「循環取引」のカラクリ18:47 - AmazonやGoogleも行う「囲い込み」競争22:20 - AIバブルの懸念：実態なき評価額の高騰28:21 - 止まらないAI需要とNVIDIAの強固な「濠」36:14 - まとめ：NVIDIAの投資戦略と真の狙い出典:The Information https://www.theinformation.com/articles/nvidia-keeps-backing-competitors-openaiYouTube:https://youtu.be/hlx8Bmg_PtY
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