I've heard this numerous times from the man who founded the company Jensen Wang.

私は、この会社を設立したジェンセン・ワンから何度もそう聞いている。

There's no debate.

議論の余地はない。

It's Nvidia And yet many think this multi-trillion dollar artificial intelligence pioneer is called Nvidia But it's fitting in a way because Nvidia now one of the world's most valuable companies emerged from an industry also often misunderstood Gaming.

この数兆ドル規模の人工知能のパイオニアは、エヌビディアと呼ばれている。

The global video game industry is in a hundred and eighty nine billion dollar industry That's larger than movies and music combined Today Nvidia alone has a market value more than ten times that Eclipsing those of rivals and that's because Nvidia now says PC graphics cards the pieces of hardware that render 3d visuals in games Were never intended to be the company's final form The story behind that is a reminder to never underestimate the scale of the video game industry or its role Influencing some of the world's biggest companies and their technologies and it's a tale that can be traced back to the time of the dinosaurs Nvidia spawned during April of 1993 in Silicon Valley two months before the premiere of Steven Spielberg's Jurassic Park What the blockbuster glossed over in terms of paleontological accuracy critics agree it made up for with exhilarating computer-generated reptiles Nvidia is absolutely central to the graphics industry now Essentially dominates it but when it first got going it was just one of a dozens of companies that had the same Right idea Spielberg used workstations from one of those businesses Silicon graphics to bring his dinosaurs to life, but in 1993 Hollywood's need for CGI was just too small for Nvidia Initially, they were just looking for a market that was big enough to generate the kind of revenue Which would then support the R&D effort and the design effort for their products and the only market back in the day that really was Capable of supporting this kind of an effort was computer gaming This is the Xbox the public witnessed the first major triumph when in 2001 Microsoft's then CEO Bill Gates decloaked his company's inaugural competitor in the console gaming battlefield.

世界のビデオゲーム産業は1,089億ドル規模であり、映画や音楽を合わせたよりも大きい。今日、Nvidiaの市場価値はその10倍以上であり、ライバルの市場価値を凌駕している。その背景には、ビデオゲーム業界の規模やその役割を決して過小評価してはならないことを思い起こさせる物語がある。世界最大級の企業やその技術に影響を与えるこの物語は、恐竜の時代まで遡ることができる。Nvidiaは今でこそグラフィックス業界の中心的存在であり、業界を席巻しているが、設立当初は、同じようなアイデアを持つ数十社のうちの1社に過ぎなか

That's fascinating that game console was based really upon PC hardware and Nvidia's big break there was that the graphics chip that was part of that initial console was one of theirs It was a vital stepping stone that aligned Nvidia hardware with PCs bought by hardcore gamers keen on upgrading their computers Components something they couldn't do with consoles I have observed that gamers might replace their graphics cards every three to five years the better the graphics card the better the gaming Experience in a lot of instances a lot of these newer games are very very graphically demanding Take a look at the difference.

あのゲーム機はPCハードウェアをベースにしていて、エヌビディアが大ブレイクしたのは、最初のゲーム機に搭載されていたグラフィックチップが同社のものだったからだ。ゲーマーは3～5年ごとにグラフィックカードを買い換えることがあるようだが、グラフィックカードが優れているほど、ゲーム体験が向上する。

This is Halo combat evolved one of the flagship games released for the Xbox in 2001 Compare it to this demo of a software development framework called Unreal Engine used by many modern games This too is being rendered using an Nvidia chip and side-by-side.

これは、2001年にXbox向けに発売された主力ゲームの1つであるHaloの戦闘を進化させたものです。 現代の多くのゲームで使用されているUnreal Engineと呼ばれるソフトウェア開発フレームワークのデモと比べてみてください。これもNvidiaのチップを使用して、横に並べてレンダリングされています。

That's what two decades of progress looks like Revenue climbed as the company continued scoring lucrative deals and shipped graphics cards to major PC manufacturers of the time But something else happened during those 20 or so years People started to ask if these things are so good at transforming code into people and vehicles.

しかし、この20年あまりの間に、別のことが起こった。 人々は、コードを人や乗り物に変換するのがそんなに得意なのかと問い始めたのだ。

Could it work the other way around?

その逆はあり得るのだろうか？

GPUs excel at something called parallel computing Taking a complex problem dividing it up into small sets of calculations and solving them in parallel very quickly So anything that is sort of numerically intensive anything that requires a lot of say Coordinate data a lot of imaging or mapping that kind of thing TPUs are much much better at than the standard option Which would be the central processor from Intel this made the technology relevant to all kinds of non gaming industries Everything from oil and gas exploration to weather mapping a lot of the time You see that there are runs on these graphics cards because they have a lot of applications even outside of gaming The demand used for chips to my cryptocurrency is becoming an important driver over the pandemic People were lining up outside of your local micro center to get the new 30 series and video GPUs because so many people were using them for crypto mining at that time and they weren't available to people who just wanted to play video games with them More recently companies acquire GPUs on mass for use with artificial intelligence Open AI's chat GPT for instance uses NVIDIA hardware, which brings us to a catalyst behind NVIDIA's recent extraordinary rise generative AI and cats More than a decade ago Engineers at Google developed a machine learning system that taught itself what a cat was and how to create an image of one by watching A lot of YouTube videos the era of deep learning and neural networks had begun When a graphics card is doing what it was designed to do, which is to generate an image it's doing that It's creating a picture of a cat.

GPUは並列コンピューティングと呼ばれるものを得意としている 複雑な問題を小さな計算セットに分割し、それらを並列に素早く解くことができる そのため、数値計算を多用するようなものは何でも、例えば座標データを大量に必要とするようなものは何でも 画像処理やマッピングを大量に必要とするようなものは何でも、TPUは標準的なオプションであるインテルのセントラル・プロセッサーよりもはるかに優れている そのため、このテクノロジーはゲーム以外のあらゆる産業に関連するようになった 石油やガスの探査から気象マッピングまで、多く

This is where the ears are.

ここに耳がある。

This is where the eyes are This is where the nose is the cat flicks its head to one side to look at something You've got to calculate where that nose is where those pixels that represent the nose the eyes the ears have moved in the image Think about that the opposite way if you are Showing a computer lots and lots of pictures of a cat what it has to be very good at is Recognizing points creating a pattern effectively creating the reverse of an image a Mathematical picture of what a cat looks like.

これは目の位置で、これは鼻の位置です。猫が何かを見るために頭を片側に振ったとき、鼻を表すピクセルが画像の中でどこに移動したかを計算しなければなりません。コンピュータに猫の写真をたくさん見せる場合、コンピュータが得意としなければならないのは、点を認識し、パターンを作成することです。

So that's what graphics chips are really good at is building these mathematical Constructs of real-life things whether it's sound whether it's image whether it's other kinds of things that AI is Going to have an influence on NVIDIA became the leader it is today by advancing technology designed for games but valuable to disparate industries It knew far in advance that to succeed it needed gamers and today That's something a lot of technology companies understand and want to take advantage of there are three billion gamers in the world And those aren't just the people who are shelling out for a pricey NVIDIA or AMD graphics card or a really beautiful PC rig it's not just the domain of You know the kind of person you picture when you picture a gamer anymore Every company that is a big tech company has some sort of interest in the video game industry right now Amazon Google even Netflix are prime examples of this Netflix executives have made pretty clear in the past couple years that they see gaming as a threat for attention and entertainment time They've cited the game fortnight as a competitive threat And this is relevant to NVIDIA's story because it's symptomatic of just how greatly the games industry has evolved over the past decade and how Even streaming services meant there was no existential threat to its bottom line There are simply now more gamers more devices and more opportunities A lot of games that were previously designed for consoles and PCs are getting ported over to mobile phones so that they can reach Audiences that were previously not accessible to them We're talking triple-a games here like Capcom's popular Resident Evil series Which have similar graphics on a phone as they do on a console People who had never even considered owning a console can now play Call of Duty can now play League of Legends and all these games That are considered hardcore video games But in a more casual fun way on technology that everybody owns Shopping list nobody looked at the first iPhone in Steve Jobs's hand and thought to themselves one day that thing's gonna transform Banks and how we get groceries delivered But here we are AI is probably going to be the same that all of this rush to create this infrastructure that this platform is Fantastic, but the end use that the profound effect on the economy We just don't know what it is yet and videos benefiting from the world trying to find out Gaming's gone from being its main source of revenue to something of a rounding error We are large consumers of it because we create a lot of AI ourselves because our chips aren't possible to design without AI Our software is not possible to write without AI We also use it for an AI foundry.

グラフィックチップが得意とするのは、現実の物事を数学的に構築することです。NVIDIAは、ゲームのために設計された技術を発展させることで、今日のリーダー的存在になったが、その成功にはゲーマーが必要であり、今日、多くのテクノロジー企業がそれを理解し、利用しようとしている。世界には30億人のゲーマーがおり、高価なNVIDIAやAMDのグラフィックカードや美しいPCリグに大枚をはたくような人たちだけではない。Netflixの幹部はここ数年、ゲームを注目と娯楽の時間を奪う脅威とみなしており、競争上の脅威としてゲー

We make AI models for companies that would like to Have expertise in doing so and so we are a foundry for AI like TSMC is a foundry for our chips The video games industry the focus for NVIDIA's earliest innovations and partnerships is bigger and more accessible than ever And the company still plays a pivotal role within it What's going to be most exciting is seeing what access to advanced AI makes possible for game developers working in NVIDIA's world Maybe it'll even be exciting enough to tempt valve into making Half-Life 3 We can dream

エヌビディアの最も初期のイノベーションとパートナーシップの焦点であるビデオゲーム業界は、かつてないほど大きく、よりアクセスしやすくなっています。