【NVIDIA×OpenAI】最大1000億ドル投資が停滞…理由は「規律」「循環取引」？OpenAIの次の一手も解説 скачать в хорошем качестве

【NVIDIA×OpenAI】最大1000億ドル投資が停滞…理由は「規律」「循環取引」？OpenAIの次の一手も解説

NVIDIAとOpenAIの間で進んでいたとされる最大1,000億ドル規模の巨大投資交渉が「停滞」したという報道。 なぜ止まったのか——経営の規律、循環取引リスク、市場環境の変化、中立性回帰という4つの視点から深掘りします。 さらに、OpenAIが進めるNVIDIA依存からの脱却（カスタムチップ／資金調達）と、外部の人間が今後チェックすべき5つのポイントも整理します。 参考記事： 1. NVIDIA・OpenAI 投資交渉の停滞と背景 Inside the Collapse of Tech's Most Ambitious AI Infrastructure Deal: How Nvidia and OpenAI's $100 Billion Partnership Unraveled - WebProNews https://www.webpronews.com/inside-the... Nvidia's plan to invest up to US$100 billion in OpenAI has stalled after internal doubts - The Business Times https://www.businesstimes.com.sg/comp... Is The Stalled Nvidia-OpenAI Megadeal AI’s First Domino To Fall? - 24/7 Wall St. https://247wallst.com/investing/2026/... Nvidia CEO Jensen Huang denies he is unhappy with OpenAI, says huge investment planned - The Economic Times https://m.economictimes.com/tech/tech... Custom chips, Nvidia GPUs to power OpenAI’s growth plans - Embedded https://www.embedded.com/custom-chips... 2. Broadcom との提携・カスタムチップ戦略 OpenAI and Broadcom Announce Strategic Collaboration to Deploy 10 Gigawatts of Custom AI Accelerators - Broadcom Inc. https://investors.broadcom.com/news-r... OpenAI working with chipmaker Broadcom to design its own AI chips - AP News https://apnews.com/article/openai-bro... Broadcom Inks OpenAI Deal: Why It’s A Huge Win For AVGO Stock - TradingView https://www.tradingview.com/news/mark... Broadcom's Custom Chips Test Nvidia's AI Stranglehold - TechBuzz https://www.techbuzz.ai/articles/broa... 3. Amazon による500億ドル投資検討 Amazon in Talks to Commit $50 Billion to OpenAI - TTNews (Bloomberg) https://www.ttnews.com/articles/amazo... Amazon-OpenAI $50 Billion Investment: Deal Structure and Implications - Fintool https://fintool.com/news/amazon-opena... Amazon Discussing $50 Billion Investment In OpenAI, Report Says - Forbes Australia https://www.forbes.com.au/news/invest... Amazon Reportedly Eyes $50B OpenAI Investment After Backing Anthropic - MLQ.ai https://mlq.ai/news/amazon-reportedly... 4. OpenAI の財務状況・技術課題 Facing $14B losses in 2026, OpenAI is now seeking $100B in funding - R&D World https://www.rdworldonline.com/facing-... OpenAI Is Reportedly Burning Through Cash at an Alarming Rate - Futurism https://futurism.com/artificial-intel... OpenAI's spending on inference may exceed its earnings - ForkLog https://forklog.com/en/leaked-documen... I Tested the New GPT-5.2—It Just Can't Compete With Google Gemini 3 - PCMag https://www.pcmag.com/news/i-tested-t... 5. 規制・組織・その他 Microsoft, OpenAI and Nvidia investigated over possible breach of antitrust laws - The Guardian https://www.theguardian.com/business/... Nvidia refutes claims of subpoena from US Department of Justice - TechMonitor https://www.techmonitor.ai/digital-ec... OpenAI putting ‘shiny products’ above safety, says departing researcher - The Guardian https://www.theguardian.com/technolog... Mira Murati, OpenAI’s Chief Technology Officer, Joins a Growing List of OpenAI Executives Who Have Departed - Observer https://observer.com/2024/09/openai-e... チャプター： 0:00 オープニング：巨大投資交渉が停滞 0:54 結論：GPU大量確保の時代→産業化フェーズへ 2:12 1,000億ドル構想の中身（10GW／次世代プラットフォーム） 4:13 理由① 経営陣への不信感（「規律の欠落」） 6:03 理由② 循環取引リスク（会計・規制） 7:55 理由③ 市場環境の変化（競争激化） 9:03 理由④ 中立性への回帰（全方位“武器商人”） 9:43 OpenAIの戦略転換：NVIDIA依存からの脱却 10:12 推論（インファレンス）コストが焦点：カスタムチップへ 11:19 技術選択の意味：NVLinkではなくイーサネット 12:33 資金調達：Amazon投資報道／巨額赤字と綱渡り 14:33 今後の注目点5つ（チェックリスト） 17:06 まとめ：AI業界は転換点へ #NVIDIA #OpenAI #AI #半導体 #米国株 #テック #世界経済ニュース