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\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u58f2\u4e0a\u9ad8\u3060\u3051\u3067890\u5104\u30c9\u30eb\uff08+117%\u5897\uff09\u3002\u3055\u3089\u306b\u6b21\u671f\u58f2\u4e0a\u9ad8\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u3057\u30661,080\u5104\u30c9\u30eb\uff08\u7d0417.2\u5146\u5186\uff09\u3092\u63d0\u793a\u3057\u3001\u6642\u9593\u5916\u53d6\u5f15\u3067\u682a\u4fa1\u306f+7%\u6025\u9a30\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n
\u3068\u3069\u3081\u306b\u3001\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9AI\u30e2\u30c7\u30eb\u306e\u4e16\u754c\u7684\u30cf\u30d6\u3067\u3042\u308b\u300cHugging Face\u300d\u3092129\u5104\u30c9\u30eb\uff08\u7d042\u5146\u5186\uff09\u3067\u73fe\u91d1\u8cb7\u53ce\u5408\u610f\u3068\u3044\u3046\u30cb\u30e5\u30fc\u30b9\u307e\u3067\u98db\u3073\u8fbc\u3093\u3067\u304d\u305f\u3002\u3053\u308c\u306f\u30c7\u30ab\u3044\u3002AI\u30a4\u30f3\u30d5\u30e9\u306e\u9700\u8981\u6e1b\u901f\u61f8\u5ff5\u3092\u529b\u6280\u3067\u5439\u304d\u98db\u3070\u3059\u5727\u5012\u7684\u306a\u72ec\u8d70\u5287\u3060\u3002<\/p>\n\n\n\n
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S&P 500\u306f7,730.99\uff08+0.7%\uff09\u3078\u53cd\u767a\u3057\u305f\u3082\u306e\u306e\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f4.67%\uff08+3bp\uff09\u3078\u3058\u308f\u308a\u3068\u518d\u4e0a\u6607\u3002\u539f\u6cb9\u5148\u7269\u3082WTI\u304c83.64\u30c9\u30eb\uff08+1.7%\uff09\u3001\u30d6\u30ec\u30f3\u30c8\u304c89.58\u30c9\u30eb\uff08+2.0%\uff09\u3078\u53cd\u767a\u3057\u305f\u3002<\/p>\n\n\n\n
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\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\uff08GOOGL\uff09\u306f\u3001\u6700\u9ad8\u5024\u304b\u308915%\u4e0b\u843d\u3057\u6642\u4fa1\u7dcf\u984d\u3067\u7d04110\u5146\u5186\uff086,920\u5104\u30c9\u30eb\uff09\u304c\u6d88\u5931\u3057\u305f\u3002\u6709\u529bAI\u4eba\u6750\u306e\u6d41\u51fa\u3084\u6700\u4e0a\u4f4d\u30e2\u30c7\u30eb\u300cGemini 3.5 Pro\u300d\u306e\u958b\u767a\u9045\u5ef6\u3001\u5de8\u984d\u306eAI\u30a4\u30f3\u30d5\u30ec\u6295\u8cc7\u306b\u5bfe\u3059\u308b\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u60aa\u5316\u61f8\u5ff5\u304c\u58f2\u308a\u3092\u547c\u3093\u3067\u3044\u308b\u3002Thinking Machines Lab\u5171\u540c\u5275\u696d\u8005\u306e\u30d0\u30ec\u30c3\u30c8\u30fb\u30be\u30d5\u6c0f\u3092DeepMind\u306eVP\u306b\u62db\u8058\u3059\u308b\u306a\u3069\u5dfb\u304d\u8fd4\u3057\u3092\u56f3\u3063\u3066\u3044\u308b\u304c\u3001\u5e02\u5834\u306e\u8a55\u4fa1\u306f\u4f9d\u7136\u3068\u3057\u3066\u53b3\u3057\u3044\u3002<\/p>\n\n\n\n
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SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306e\u90edCEO\u304c\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u3068\u306e\u300c\u5354\u529b\u95a2\u4fc2\u6df1\u5316\u300d\u3092\u691c\u8a0e\u3059\u308b\u3068\u8868\u660e\u3057\u305f\u3002SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u7b46\u982d\u682a\u4e3b\u3067\u3042\u308b\u30d9\u30a4\u30f3\u30ad\u30e3\u30d4\u30bf\u30eb\u9023\u5408\u3092\u901a\u3058\u3066\u8b70\u6c7a\u6a29\u8ee2\u63db\u53ef\u80fd\u50b5\u3092\u4fdd\u6709\u3057\u3066\u304a\u308a\u3001NAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u5e02\u5834\u3067\u306e\u5171\u540c\u5c55\u958b\u3092\u6a21\u7d22\u3057\u3066\u3044\u308b\u3002\u65e5\u7c73\u306e\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u518d\u7de8\u306e\u4e2d\u3067\u3001\u65e5\u672c\u52e2\u304c\u3069\u3046\u7acb\u3061\u56de\u308b\u306e\u304b\u306f\u4eca\u5f8c\u306e\u5927\u304d\u306a\u30c6\u30fc\u30de\u3060\u3002<\/p>\n\n\n\n
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WTI\u539f\u6cb9\u5148\u7269\u306f83.64\u30c9\u30eb\uff08+1.7%\uff09\u3001\u30d6\u30ec\u30f3\u30c8\u539f\u6cb9\u5148\u7269\u306f89.58\u30c9\u30eb\uff08+2.0%\uff09\u3078\u4e0a\u6607\u3002\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u3092\u901a\u904e\u3059\u308b\u539f\u6cb9\u8f38\u9001\u91cf\u306f\u65e5\u91cf600\u4e07\u301c800\u4e07\u30d0\u30ec\u30eb\u7a0b\u5ea6\u307e\u3067\u7de9\u3084\u304b\u306b\u56de\u5fa9\u3057\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u4f9d\u7136\u3068\u3057\u3066\u5e73\u6642\u306e\u534a\u5206\u7a0b\u5ea6\u306b\u3068\u3069\u307e\u3063\u3066\u3044\u308b\u3002<\/p>\n\n\n\n
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1. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u58f2\u4e0a15\u5146\u5186\u7a81\u7834\u3068Hugging Face\u8cb7\u53ce\uff08129\u5104\u30c9\u30eb\uff09\u304c\u610f\u5473\u3059\u308b\u300cAI\u5e1d\u56fd\u306e\u5b8c\u6210\u300d<\/strong><\/p>\n\n\n\n \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6c7a\u7b97\u306f\u3001AI\u9700\u8981\u306e\u5929\u4e95\u8ad6\u3092\u4e00\u8e74\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u4ee5\u4e0a\u306b\u6ce8\u76ee\u3059\u3079\u304d\u306fHugging Face\u306e\u8cb7\u53ce\u3060\u3002OpenAI\u3084\u5927\u624b\u30c6\u30c3\u30af\u304c\u30ab\u30b9\u30bf\u30e0ASIC\uff08\u81ea\u524d\u30c1\u30c3\u30d7\uff09\u3067\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u96e2\u308c\u3092\u753b\u7b56\u3059\u308b\u4e2d\u3001\u958b\u767a\u8005\u304cAI\u30e2\u30c7\u30eb\u3092\u5171\u6709\u30fb\u5b9f\u88c5\u3059\u308b\u6700\u5927\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u305d\u306e\u3082\u306e\u3092\u5098\u4e0b\u306b\u53ce\u3081\u305f\u3002\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u6027\u80fd\u7af6\u4e89\u304b\u3089\u300c\u958b\u767a\u74b0\u5883\u306e\u5b8c\u5168\u56f2\u3044\u8fbc\u307f\u300d\u3078\u30b7\u30d5\u30c8\u3057\u305f\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u5800\uff08Moat\uff09\u306f\u3001\u5e02\u5834\u304c\u60f3\u50cf\u3057\u3066\u3044\u308b\u4ee5\u4e0a\u306b\u6df1\u3044\u3002<\/p>\n\n\n\n 2. \u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u6642\u4fa1\u7dcf\u984d110\u5146\u5186\u6d88\u5931\u306e\u6559\u8a13 \u2014 \u300cAI\u3078\u306e\u5de8\u984d\u6295\u8cc7\u300d\u304c\u8a31\u3055\u308c\u308b\u6761\u4ef6\u3068\u306f<\/strong><\/p>\n\n\n\n \u6700\u9ad8\u5024\u304b\u308915%\u4e0b\u843d\u3057\u305f\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306e\u82e6\u5883\u306f\u3001\u6295\u8cc7\u5bb6\u304c\u300c\u5358\u306a\u308bAI\u6295\u8cc7\u306e\u767a\u8868\u300d\u3067\u306f\u8cb7\u308f\u306a\u304f\u306a\u3063\u305f\u8a3c\u62e0\u3060\u3002\u6c42\u3081\u3089\u308c\u3066\u3044\u308b\u306e\u306f\u3001\u83ab\u5927\u306a\u8a2d\u5099\u6295\u8cc7\uff08Capex\uff09\u306b\u898b\u5408\u3046\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u5275\u51fa\u3067\u3042\u308b\u3002TPU\u3068\u3044\u3046\u5f37\u529b\u306a\u6b66\u5668\u3092\u6301\u3061\u306a\u304c\u3089\u3082\u3001\u30e2\u30c7\u30eb\u958b\u767a\u306e\u9045\u5ef6\u3084\u4eba\u6750\u6d41\u51fa\u304c\u5acc\u6c17\u3055\u308c\u305f\u3002AI\u76f8\u5834\u304c\u300c\u671f\u5f85\u5148\u884c\u306e\u7b2c1\u30d5\u30a7\u30fc\u30ba\u300d\u304b\u3089\u300c\u6295\u8cc7\u5bfe\u52b9\u679c\uff08ROI\uff09\u3092\u53b3\u683c\u306b\u554f\u3046\u7b2c2\u30d5\u30a7\u30fc\u30ba\u300d\u3078\u5b8c\u5168\u306b\u79fb\u884c\u3057\u305f\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u308b\u3002<\/p>\n\n\n\n 3. \u30b8\u30e3\u30af\u30bd\u30f3\u30db\u30fc\u30eb\u76f4\u524d\u306eFRB\u30bf\u30ab\u6d3e\u53cd\u4e71\uff08PCE 3.7%\uff09\u3068\u30a6\u30a9\u30fc\u30b7\u30e5\u8b70\u9577\u3078\u306e\u91cd\u5727<\/strong><\/p>\n\n\n\n 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