{"id":649,"date":"2026-05-15T06:34:28","date_gmt":"2026-05-15T04:34:28","guid":{"rendered":"https:\/\/www.monti.jp\/?p=649"},"modified":"2026-05-15T06:34:28","modified_gmt":"2026-05-15T04:34:28","slug":"%e4%b8%ad%e5%9b%bd%e3%81%afai%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ab%e3%80%81%e6%9c%ac%e5%bd%93%e3%81%ab%e3%82%a2%e3%83%a1%e3%83%aa%e3%82%ab%e8%a3%bd%e3%83%81%e3%83%83%e3%83%97%e3%82%92%e5%bf%85%e8%a6%81","status":"publish","type":"post","link":"https:\/\/www.monti.jp\/?p=649","title":{"rendered":"\u4e2d\u56fd\u306fAI\u306e\u305f\u3081\u306b\u3001\u672c\u5f53\u306b\u30a2\u30e1\u30ea\u30ab\u88fd\u30c1\u30c3\u30d7\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u306e\u304b\u300d\u3067\u3059\u3002"},"content":{"rendered":"<ul>\n<li><strong>\u30a2\u30e1\u30ea\u30ab\u306f\u3001\u4e2d\u56fd\u4f01\u696d10\u793e\u306bNvidia H200\u30c1\u30c3\u30d7\u3092\u58f2\u308b\u3053\u3068\u3092\u8a8d\u3081\u305f\u3002<\/strong><\/li>\n<li>\u5bfe\u8c61\u306b\u306f\u3001Alibaba\u3001Tencent\u3001ByteDance\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u3057\u304b\u3057\u3001\u4e2d\u56fd\u653f\u5e9c\u306f\u307e\u3060\u8cfc\u5165\u3092\u8a8d\u3081\u3066\u3044\u306a\u3044\u3002<\/li>\n<li><strong>\u4e2d\u56fd\u304c\u614e\u91cd\u306a\u306e\u306f\u3001\u56fd\u5185\u534a\u5c0e\u4f53\u7523\u696d\u3092\u5b88\u308b\u305f\u3081\u3067\u3042\u308b\u3002<\/strong><\/li>\n<li>\u4e2d\u56fd\u306f\u3001Huawei\u306a\u3069\u3092\u4e2d\u5fc3\u306b\u3001\u81ea\u56fd\u306e\u30c1\u30c3\u30d7\u7523\u696d\u3092\u80b2\u3066\u3066\u3044\u308b\u3002\u30a2\u30e1\u30ea\u30ab\u88fd\u30c1\u30c3\u30d7\u3092\u5927\u91cf\u306b\u8cb7\u3046\u3068\u3001\u3053\u306e\u56fd\u5185\u7523\u696d\u306e\u767a\u5c55\u304c\u5f31\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/li>\n<li><strong>\u4e2d\u56fd\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u88fd\u30c1\u30c3\u30d7\u306b\u5b89\u5168\u4fdd\u969c\u4e0a\u306e\u4e0d\u5b89\u3092\u6301\u3063\u3066\u3044\u308b\u3002<\/strong><\/li>\n<\/ul>\n<p><!--more--><\/p>\n<ul>\n<li>\u4e2d\u56fd\u5074\u306f\u3001\u30c1\u30c3\u30d7\u306e\u4e2d\u306b\u8106\u5f31\u6027\u3084\u30d0\u30c3\u30af\u30c9\u30a2\u304c\u5165\u3063\u3066\u3044\u308b\u53ef\u80fd\u6027\u3092\u8b66\u6212\u3057\u3066\u3044\u308b\u3002<\/li>\n<li><strong>\u30a2\u30e1\u30ea\u30ab\u5074\u306b\u3082\u5f37\u3044\u6761\u4ef6\u304c\u3042\u308b\u3002<\/strong><\/li>\n<li>\u30a2\u30e1\u30ea\u30ab\u306f\u3001\u4e2d\u56fd\u304c\u30c1\u30c3\u30d7\u3092\u8ecd\u4e8b\u76ee\u7684\u306b\u4f7f\u308f\u306a\u3044\u4fdd\u8a3c\u3092\u6c42\u3081\u3066\u3044\u308b\u3002\u307e\u305f\u3001\u58f2\u4e0a\u306e25\uff05\u3092\u30a2\u30e1\u30ea\u30ab\u306b\u623b\u3059\u3053\u3068\u3084\u3001\u30c1\u30c3\u30d7\u3092\u7269\u7406\u7684\u306b\u30a2\u30e1\u30ea\u30ab\u9818\u571f\u3092\u901a\u904e\u3055\u305b\u308b\u3053\u3068\u3082\u6761\u4ef6\u306b\u3057\u3066\u3044\u308b\u3002<\/li>\n<li><strong>Nvidia\u306b\u3068\u3063\u3066\u3001\u4e2d\u56fd\u5e02\u5834\u306f\u975e\u5e38\u306b\u91cd\u8981\u3067\u3042\u308b\u3002<\/strong><\/li>\n<li>\u4ee5\u524d\u3001Nvidia\u306f\u4e2d\u56fd\u306e\u5148\u7aef\u30c1\u30c3\u30d7\u5e02\u5834\u306e95\uff05\u3092\u652f\u914d\u3057\u3066\u3044\u305f\u3002\u4e2d\u56fd\u306fNvidia\u5168\u4f53\u306e\u58f2\u4e0a\u306e13\uff05\u3092\u5360\u3081\u3066\u3044\u305f\u3002Nvidia\u306eCEO\u306f\u3001\u4e2d\u56fd\u306eAI\u5e02\u5834\u304c2026\u5e74\u3060\u3051\u3067500\u5104\u30c9\u30eb\u898f\u6a21\u306b\u306a\u308b\u3068\u898b\u3066\u3044\u308b\u3002<\/li>\n<li><strong>\u7c73\u4e2d\u306e\u5bfe\u7acb\u306e\u4e2d\u5fc3\u306f\u3001AI\u30c1\u30c3\u30d7\u3068\u534a\u5c0e\u4f53\u88fd\u9020\u6280\u8853\u3067\u3042\u308b\u3002<\/strong><\/li>\n<li>\u30a2\u30e1\u30ea\u30ab\u306f\u4e2d\u56fd\u306b\u6700\u65b0GPU\u3084\u88fd\u9020\u6280\u8853\u3092\u6e21\u3057\u305f\u304f\u306a\u3044\u3002\u4e00\u65b9\u3001\u4e2d\u56fd\u306f\u305d\u308c\u3089\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u30a2\u30e1\u30ea\u30ab\u3082\u4e2d\u56fd\u306e\u30ec\u30a2\u30a2\u30fc\u30b9\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u3002\u3064\u307e\u308a\u3001\u4e21\u56fd\u306f\u4e92\u3044\u306b\u76f8\u624b\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u308b\u3002<\/li>\n<li><strong>\u30a2\u30e1\u30ea\u30ab\u306e\u6226\u7565\u306f\u3001\u6280\u8853\u8f38\u51fa\u306e\u5236\u9650\u3067\u4e2d\u56fd\u306eAI\u767a\u5c55\u3092\u9045\u3089\u305b\u308b\u3053\u3068\u3067\u3042\u308b\u3002<\/strong><\/li>\n<li>\u3057\u304b\u3057\u3001\u4e2d\u56fd\u306f\u3053\u308c\u306b\u5bfe\u3057\u3066\u3001\u7814\u7a76\u30fb\u958b\u767a\u30fb\u88fd\u9020\u3092\u81ea\u56fd\u3067\u5b8c\u7d50\u3055\u305b\u308b\u65b9\u5411\u306b\u9032\u3093\u3067\u3044\u308b\u3002<\/li>\n<li><strong>\u4e2d\u56fd\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u88fd\u30c1\u30c3\u30d7\u306b\u5b8c\u5168\u306b\u306f\u4f9d\u5b58\u3057\u3066\u3044\u306a\u3044\u3002<\/strong><\/li>\n<li>\u4e2d\u56fd\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u88fd\u54c1\u307b\u3069\u5f37\u529b\u3067\u306f\u306a\u3044\u3068\u3057\u3066\u3082\u3001\u9ad8\u6027\u80fd\u306a\u56fd\u7523\u30d7\u30ed\u30bb\u30c3\u30b5\u3092\u958b\u767a\u3057\u3066\u3044\u308b\u3002\u307e\u305f\u3001GPU\u3068\u306f\u9055\u3046\u65b9\u5f0f\u3001\u305f\u3068\u3048\u3070\u30a2\u30ca\u30ed\u30b0\u30fb\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u7814\u7a76\u3082\u9032\u3081\u3066\u3044\u308b\u3002<\/li>\n<li><strong>DeepSeek\u306f\u3001\u4e2d\u56fd\u306e\u5225\u306eAI\u6226\u7565\u3092\u793a\u3057\u3066\u3044\u308b\u3002<\/strong><\/li>\n<li>DeepSeek\u306f\u3001\u5de8\u5927\u3067\u8907\u96d1\u306a\u30a2\u30e1\u30ea\u30ab\u578bAI\u30e2\u30c7\u30eb\u3068\u306f\u9055\u3044\u3001\u3088\u308a\u52b9\u7387\u3092\u91cd\u8996\u3057\u305fAI\u958b\u767a\u306e\u53ef\u80fd\u6027\u3092\u793a\u3057\u305f\u3002<\/li>\n<li><strong>\u91cd\u8981\u306a\u306e\u306f\u300c\u8a08\u7b97\u529b\u306e\u91cf\u300d\u3060\u3051\u3067\u306f\u306a\u3044\u3002<\/strong><\/li>\n<li>\u8a18\u4e8b\u306f\u3001AI\u958b\u767a\u306b\u306f\u5f37\u529b\u306aGPU\u3092\u5927\u91cf\u306b\u4f7f\u3046\u65b9\u6cd5\u3060\u3051\u3067\u306a\u304f\u3001\u3088\u308a\u8ce2\u3044\u5b66\u7fd2\u65b9\u6cd5\u3084\u52b9\u7387\u7684\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u8a2d\u8a08\u3082\u3042\u308b\u3001\u3068\u4e3b\u5f35\u3057\u3066\u3044\u308b\u3002<\/li>\n<li><strong>DeepSeek\u306e\u65b0\u3057\u3044\u30e2\u30c7\u30eb\u306f\u3001GPU\u3078\u306e\u4f9d\u5b58\u3092\u4e0b\u3052\u3066\u3044\u308b\u3002<\/strong><\/li>\n<li>\u3053\u308c\u306f\u3001AI\u3092\u3088\u308a\u5c0f\u3055\u306a\u6a5f\u5668\u306b\u3082\u5165\u308c\u3089\u308c\u308b\u53ef\u80fd\u6027\u3092\u958b\u304f\u3002\u3064\u307e\u308a\u3001\u5de8\u5927\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3084\u5927\u91cf\u306eGPU\u304c\u306a\u304f\u3066\u3082\u3001\u5b9f\u7528\u7684\u306aAI\u304c\u4f5c\u308c\u308b\u53ef\u80fd\u6027\u304c\u51fa\u3066\u304f\u308b\u3002<\/li>\n<li><strong>\u7d50\u8ad6\u3068\u3057\u3066\u3001\u30a2\u30e1\u30ea\u30ab\u306e\u6280\u8853\u5c01\u9396\u306f\u4ee5\u524d\u307b\u3069\u6709\u52b9\u3067\u306f\u306a\u3044\u3002<\/strong><\/li>\n<li>\u4e2d\u56fd\u306e\u3088\u3046\u306b\u3001\u7814\u7a76\u30fb\u6280\u8853\u79fb\u8ee2\u30fb\u5de5\u696d\u751f\u7523\u306e\u529b\u3092\u6301\u3064\u56fd\u306b\u306f\u3001\u5358\u7d14\u306a\u8f38\u51fa\u898f\u5236\u3060\u3051\u3067\u306f\u5341\u5206\u306a\u52b9\u679c\u3092\u51fa\u3057\u306b\u304f\u3044\u3001\u3068\u3044\u3046\u306e\u304c\u8a18\u4e8b\u306e\u4e3b\u5f35\u3067\u3042\u308b\u3002<\/li>\n<li><strong>\u6700\u7d42\u7684\u306b\u306f\u3001\u7c73\u4e2d\u306f\u4e00\u7a2e\u306e\u300c\u6b66\u88c5\u3057\u305f\u4f11\u6226\u300d\u306b\u5411\u304b\u3046\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002<\/strong><\/li>\n<li>AI\u7af6\u4e89\u306f\u3001\u4e8b\u5b9f\u4e0a\u3001\u30a2\u30e1\u30ea\u30ab\u3068\u4e2d\u56fd\u306e\u4e8c\u56fd\u9593\u7af6\u4e89\u306b\u306a\u3063\u3066\u304a\u308a\u3001EU\u306f\u305d\u306e\u4e2d\u3067\u5927\u304d\u306a\u5f79\u5272\u3092\u679c\u305f\u305b\u3066\u3044\u306a\u3044\u3001\u3068\u8a18\u4e8b\u306f\u7d50\u3093\u3067\u3044\u308b\u3002<\/li>\n<\/ul>\n<p>&#8212;<\/p>\n<p>A longer text in English is <a href=\"https:\/\/blog.andreamonti.eu\/does-china-really-need-us-chips-for-its-ai\/\">here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30a2\u30e1\u30ea\u30ab\u306f\u3001\u4e2d\u56fd\u4f01\u696d10\u793e\u306bNvidia H200\u30c1\u30c3\u30d7\u3092\u58f2\u308b\u3053\u3068\u3092\u8a8d\u3081\u305f\u3002 \u5bfe\u8c61\u306b\u306f\u3001Alibaba\u3001Tencent\u3001ByteDance\u306a\u3069\u304c\u542b\u307e\u308c\u308b\u3002\u3057\u304b\u3057\u3001\u4e2d\u56fd\u653f\u5e9c\u306f\u307e\u3060\u8cfc\u5165\u3092\u8a8d\u3081\u3066\u3044\u306a\u3044\u3002 \u4e2d\u56fd\u304c\u614e\u91cd\u306a\u306e\u306f\u3001\u56fd\u5185\u534a\u5c0e\u4f53\u7523\u696d\u3092\u5b88\u308b\u305f\u3081\u3067\u3042\u308b\u3002 \u4e2d\u56fd\u306f\u3001Huawei\u306a\u3069\u3092\u4e2d\u5fc3\u306b\u3001\u81ea\u56fd\u306e\u30c1\u30c3\u30d7\u7523\u696d\u3092\u80b2\u3066\u3066\u3044\u308b\u3002\u30a2\u30e1\u30ea\u30ab\u88fd\u30c1\u30c3\u30d7\u3092\u5927\u91cf\u306b\u8cb7\u3046\u3068\u3001\u3053\u306e\u56fd\u5185\u7523\u696d\u306e\u767a\u5c55\u304c\u5f31\u304f\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002 \u4e2d\u56fd\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u88fd\u30c1\u30c3\u30d7\u306b\u5b89\u5168\u4fdd\u969c\u4e0a\u306e\u4e0d\u5b89\u3092\u6301\u3063\u3066\u3044\u308b\u3002<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[7,8],"tags":[],"class_list":["post-649","post","type-post","status-publish","format-standard","hentry","category-robotics-and-ai","category-geopolitics-national-security"],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.monti.jp\/index.php?rest_route=\/wp\/v2\/posts\/649","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.monti.jp\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.monti.jp\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.monti.jp\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.monti.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=649"}],"version-history":[{"count":1,"href":"https:\/\/www.monti.jp\/index.php?rest_route=\/wp\/v2\/posts\/649\/revisions"}],"predecessor-version":[{"id":650,"href":"https:\/\/www.monti.jp\/index.php?rest_route=\/wp\/v2\/posts\/649\/revisions\/650"}],"wp:attachment":[{"href":"https:\/\/www.monti.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=649"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.monti.jp\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=649"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.monti.jp\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}