{"author_url":"https://blog.hatena.ne.jp/ai-economy-analysis/","title":"NVIDIA\u3001TSMC\u3068\u7dca\u6025\u5354\u8b70\uff1aAI\u30c1\u30c3\u30d7\u4f9b\u7d66\u903c\u8feb\u3068\u6295\u8cc7\u30ea\u30b9\u30af","blog_url":"https://ai-economy-analysis.hatenablog.com/","height":"190","categories":["\u6628\u65e5\u306e\u91cd\u8981\u30cb\u30e5\u30fc\u30b9,AI\u30fb\u534a\u5c0e\u4f53,\u4e16\u754c\u60c5\u52e2"],"provider_url":"https://hatena.blog","html":"<iframe src=\"https://hatenablog-parts.com/embed?url=https%3A%2F%2Fai-economy-analysis.hatenablog.com%2Fentry%2F2025%2F11%2F10%2F190856\" title=\"NVIDIA\u3001TSMC\u3068\u7dca\u6025\u5354\u8b70\uff1aAI\u30c1\u30c3\u30d7\u4f9b\u7d66\u903c\u8feb\u3068\u6295\u8cc7\u30ea\u30b9\u30af - \u3042\u3084\u3068\uff20AI\u30d5\u30eb\u6d3b\u7528\u6295\u8cc7\u5bb6\" class=\"embed-card embed-blogcard\" scrolling=\"no\" frameborder=\"0\" style=\"display: block; width: 100%; height: 190px; max-width: 500px; margin: 10px 0px;\"></iframe>","provider_name":"Hatena Blog","published":"2025-11-10 19:08:56","blog_title":"\u3042\u3084\u3068\uff20AI\u30d5\u30eb\u6d3b\u7528\u6295\u8cc7\u5bb6","description":"\u304a\u984c\u300cAI\u300d \u3010\u672c\u65e5\u306e\u8996\u70b9\u3011AI\u306e\u71b1\u72c2\u306f\u6301\u7d9a\u53ef\u80fd\u304b\uff1f\u898b\u3048\u306a\u3044\u5236\u7d04\u3068\u6226\u7565\u7684\u81ea\u5f8b\u6027\u3078\u306e\u9053 AI\u6280\u8853\u306e\u9032\u5316\u306f\u52a0\u901f\u3059\u308b\u4e00\u65b9\u3067\u3001\u305d\u306e\u5b9f\u88c5\u3068\u666e\u53ca\u306b\u306f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5206\u65ad\u3001\u30a4\u30f3\u30d5\u30e9\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3001\u305d\u3057\u3066\u5e02\u5834\u306e\u73fe\u5b9f\u7684\u306a\u8abf\u6574\u3068\u3044\u3046\u898b\u3048\u306a\u3044\u5236\u7d04\u304c\u9855\u5728\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u4eca\u3001\u71b1\u72c2\u306e\u88cf\u5074\u306b\u3042\u308b\u672c\u8cea\u3092\u898b\u6975\u3081\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002 China GenAI: Who Will Fill The Vacuum? NVIDIA\u306eCEO\u30b8\u30a7\u30f3\u30bb\u30f3\u30fb\u30d5\u30a2\u30f3\u6c0f\u306f\u3001\u4e2d\u56fd\u5e02\u5834\u306b\u304a\u3051\u308b\u5e02\u5834\u30b7\u30a7\u30a2\u304c95%\u304b\u30890%\u306b\u6025\u843d\u3057\u305f\u3068\u767a\u8a00\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u7c73\u4e2d\u9593\u306e\u6280\u8853\u6469\u64e6\u304c\u6fc0\u5316\u3057\u3001\u7279\u306bAI\u30c1\u30c3\u30d7\u306e\u5206\u91ce\u3067\u4e2d\u56fd\u304c\u81ea\u7d66\u81ea\u8db3\u3092\u76ee\u6307\u3059\u52d5\u304d\u304c\u52a0\u901f\u3057\u3066\u3044\u308b\u73fe\u72b6\u3092\u6d6e\u2026","width":"100%","image_url":"https://cdn.image.st-hatena.com/image/square/adad63b72f1d6545b2ba2538c3fc2923b2fd5989/backend=imagemagick;height=80;version=1;width=80/https%3A%2F%2Fcdn.blog.st-hatena.com%2Fimages%2Fcircle%2Fofficial-circle-icon%2Fcomputers.gif","type":"rich","author_name":"ai-economy-analysis","version":"1.0","url":"https://ai-economy-analysis.hatenablog.com/entry/2025/11/10/190856"}