NVIDIAだけ見ている人は危険です。本当に重要なAI企業を全部整理します【マイキー佐野 経済学】

So, I was talking about it in bits and pieces on my YouTube channel . So, I think everyone's understanding is fragmented, and to put it simply, all you need to do is divide it into five parts and remember them.

[Music] Yes, thanks. I'll be doing YouTube again today . please. This time, well, you know, there have been several videos recently in which Mayuki explains companies related to AI reaction systems, which have been quite popular. [Music] Yes. So, last time we talked about Corning, you said that since there are so many companies, it must be hard to remember them all, and that you'd teach me how to remember them. Could you teach me how? It's starting to feel kind of weird.

[Laughs] I see . it's okay. yes. yes. Do you remember? So, who's a hyperscaler? A hyperscaler is that guy, right? We're talking about the very first LIA and that kind of stuff, right? No, not Meta, Google, Amazon, or Mike. Regarding the CPU, it's NB, and it 's AMMD. Okay, so the CPU is the

CPU, but wait a moment. It's INTMD, right? INTMD. yes. Okay, so you know HBM, right ? We've done it many times. [Music] Um, HBM is, well, N Video. Ah, wait, wait a minute. It's SK Mike Samson, right? So, for data center management, CoreBeat is Nevius, and for etching technology, it's Lam Research, and for application materials, then

SSDs are memory, uh, well, that would be Kioxia, right? So, for example, when it comes to the design of the connection parts, it's Marvel and Broadcom, right? And for network connectivity, they mentioned Cisco Arista Networks and HP [Music]. So, for data center real estate, we have Identity Trust and Equinix, and for AI