エヌビディアのジェンスン・ファンCEOは、データセンター事業者がAI開発企業からの需要に応えるため、自社インフラのアップグレードに今後4年間で1兆ドルを支出するだろうと考えています。現在、エヌビディアの売上高の88％をデータセンター向けが占めており、 ...

SDV（Software Defined ...

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人工知能（AI）半導体の勢力図の塗り替えを目指すスタートアップが米国で続々と登場している。世界で8割超のシェアを握るエヌビディアの「1強」状態に風穴を開けようと、各社は独自の技術と戦略を打ち出す。AI時代の盟主に挑戦する企業群が勢いを増す構図は、技術 ...

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今をときめくAI半導体メーカーの実像著者は、米エヌビディアの強みは半導体とAI（人工知能）、両方の需要を満たす技術とノウハウを持っていることだと説く。エヌビディアが注力するGPU（画像処理半導体）とは何なのか、ゲーム用半導体からAIにたどり着くまでの ...

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Nvidia Corporation's leadership in AI, strong financial performance, and compelling valuation make it a buy. Click for my ...

Nvidia Corporation's $3.3T market cap reflects its dominance in AI, robotics, and cloud computing. Read why I think NVDA ...