概要

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

Dell Technologies Delivers Fourth Quarter and Full Year Fiscal 2024 Financial Results
https://investors.delltechnologies.com/news-releases/news-release-details/dell-technologies-delivers-fourth-quarter-and-full-year-fiscal-1

Dell earnings report Q4 2025
https://www.cnbc.com/2025/02/27/dell-earnings-report-q4-2025-.html

Data Center Capex Surged 51 Percent to $455 Billion in 2024, According to Dell’Oro Group
https://www.delloro.com/news/data-center-capex-surged-51-percent-to-455-billion-in-2024/

Hyperscale Capex Surges 82 Percent in 3Q 2024, Fueled by AI Infrastructure Spending, According to Dell’Oro Group
https://www.delloro.com/news/hyperscale-capex-surges-82-percent-in-3q-2024-fueled-by-ai-infrastructure-spending/

Cloud and Hyperscale Capital Expenditures (CapEx) in 2024
https://dgtlinfra.com/cloud-hyperscale-capex/

US Hyperscalers Provide Record Data Center CAPEX Guidance in 2025
https://650group.com/press-releases/us-hyperscalers-provide-record-data-center-capex-guidance-in-2025/

Morgan Stanley: Hyperscaler capex to reach $300bn in 2025
https://www.datacenterdynamics.com/en/news/morgan-stanley-hyperscaler-capex-to-reach-300bn-in-2025/

North America Data Center Trends H2 2024
https://www.cbre.com/insights/reports/north-america-data-center-trends-h2-2024

Modern Data Centers to Accelerate All Workloads | NVIDIA
https://www.nvidia.com/en-us/data-center/

AI Factories Are Redefining Data Centers, Enabling Next Era of AI | NVIDIA Blog
https://blogs.nvidia.com/blog/ai-factory/

Computer Industry Joins NVIDIA to Build AI Factories and Data Centers for the Next Industrial Revolution
https://nvidianews.nvidia.com/news/computer-industry-ai-factories-data-centers

Nvidia announces new tech to keep it at the center of AI development
https://www.cnbc.com/2025/05/19/nvidia-announces-new-tech-to-keep-it-at-the-center-of-ai-development-.html

Tesla Dojo: Elon Musk’s big plan to build an AI supercomputer, explained
https://techcrunch.com/2025/02/06/tesla-dojo-elon-musks-big-plan-to-build-an-ai-supercomputer-explained/

Tesla Dojo - Wikipedia
https://en.wikipedia.org/wiki/Tesla_Dojo

Elon Musk’s Data Centers: Tesla, Dojo, X (Twitter), xAI
https://dgtlinfra.com/elon-musk-data-centers/

Elon Musk: Tesla to bring 50,000 GPU cluster online, “doubling down” on Dojo supercomputer
https://www.datacenterdynamics.com/en/news/elon-musk-tesla-to-bring-50000-gpu-cluster-online-doubling-down-on-dojo-supercomputer/

Tesla’s Dojo, a timeline
https://techcrunch.com/2025/02/07/teslas-dojo-a-timeline/

An Interview with Nvidia CEO Jensen Huang About Chip Controls, AI Factories, and Enterprise Pragmatism
https://stratechery.com/2025/an-interview-with-nvidia-ceo-jensen-huang-about-chip-controls-ai-factories-and-enterprise-pragmatism/

HPE, Dell, Lenovo, and Supermicro detail new server offerings featuring AMD’s new MI325X GPUs and Epyc CPUs
https://www.datacenterdynamics.com/en/news/hpe-dell-lenovo-and-supermicro-detail-new-server-offerings-featuring-amds-new-mi325x-gpus-and-epyc-cpus/

Lenovo Breaks Even On Datacenter Hardware, Makes It Up In Services
https://www.nextplatform.com/2025/05/23/lenovo-breaks-even-on-datacenter-hardware-makes-it-up-in-services/​​​​​​​​​​​​​​​​

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