NVIDIA一強時代終焉？！OpenAIとAMDの提携が意味すること

OpenAIがAMDと史上最大級の6ギガワットGPU契約を締結。株式10%ワラントという異例の条件でNVIDIA一強時代に挑む。AI業界の覇権構造とCompute資本主義の本質を徹底解説。技術者・投資家必見の28分！00:00 - オープニング・OpenAIとAMD提携の全容00:01:41 - なぜOpenAIはAMDと組んだのか00:08:33 - 異例の契約条件：株式10%の権利とは00:16:58 - AMDのGPUは本当に使えるのか00:22:08 - NVIDIAの反応とAI業界の新構造00:27:05 - まとめ・コンピュート資本主義の時代へ出典:OpenAI Strikes Six Gigawatt Compute Deal With AMDhttps://www.theinformation.com/briefings/openai-strikes-six-gigawatt-compute-deal-amdAMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUshttps://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpusOpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AIhttps://www.wired.com/story/openai-amd-deal-data-center-chipsYouTube:https://youtu.be/T5UCQF5HduI

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