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「Google TPUで本当にNVIDIAは終わるのか？」【米国株 #152】
米国株マスター大島和隆氏がGoogleのTPU外販報道を受けたNVIDIA論争を徹底解説。「GoogleのTPUで本当にNVIDIAは終わるのか?」という市場の疑問に対し、GPUとASICの役割分担、AIファクトリーの10年サイクル、推論ワークロードの4層構造から、"NVIDIA終了説"の誤解を ...
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