DellがAIサーバーで好決算？！ビッグテック7社のデータセンター投資の現在地

Описание: AI需要で爆発成長するデータセンター市場。Dell好決算、NVIDIA独走、Tesla独自路線の背景を徹底解説。70兆円投資の真実とは？次世代テック戦略の必見情報！

00:00 オープニング・70兆円の衝撃
00:49 Dell好決算が示すAI需要の現実
02:22 ハイパースケーラー37兆円投資戦争
03:32 【クイズ】最大投資家はどこ？
04:13 NVIDIA：AI工場の設計士戦略
06:58 Tesla独自路線Dojoの本当の意味
09:44 Dellの決算から見える業界構造の真実
11:23 まとめ：3つの重要ポイント

参考文献

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*Tesla Dojo: Elon Musk's big plan to build an AI supercomputer, explained*
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*Tesla Dojo - Wikipedia*
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*Elon Musk's Data Centers: Tesla, Dojo, X (Twitter), xAI*
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*Elon Musk: Tesla to bring 50,000 GPU cluster online, "doubling down" on Dojo supercomputer*
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*Tesla's Dojo, a timeline*
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*An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism*
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*HPE, Dell, Lenovo, and Supermicro detail new server offerings featuring AMD's new MI325X GPUs and Epyc CPUs*
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*Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services*
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