æ¬æ¥
-2.70%
5æ¥é
-8.16%
1ã¶æ
+20.21%
6ã¶æ
+94.44%
å¹Žåæ¥
+70.10%
1幎é
+67.99%
å瀟ã®è²¡åç¶æ³ã¯æ¯èŒçå¥å šã§ããåç€Ÿã®æ ªäŸ¡ã¯é©æ£äŸ¡æ Œãšè©äŸ¡ãããŠããŸãããŸããæ©é¢æè³å®¶ã«ããèªç¥åºŠã¯éåžžã«é«ãã§ããéå»30æ¥éã§ãè€æ°ã®ã¢ããªã¹ããå瀟ãè²·ããšè©äŸ¡ããŸãããåç€Ÿã¯æ ªåŒåžå Žã§å¥œèª¿ãªããã©ãŒãã³ã¹ãèŠããŠãããå 調ãªãã¡ã³ãã¡ã³ã¿ã«ãºãšãã¯ãã«ã«ããã®å¢ããæ¯ããŠããŸããæ ªäŸ¡ã¯æ¯æç·ã𿵿ç·ã®éã§æšªã°ãæšç§»ããŠãããã¬ã³ãžçžå Žã§ã®ã¹ã€ã³ã°ãã¬ãŒãã«é©ããŠããŸãã
TradingKey - ä»é±åããNVIDIAã¯OpenAIãšæåååãçºè¡šãã10GWã®èšç®èœåã¯ã©ã¹ã¿ãŒãå±éããèšç»ãç«ãŠãŠããŸãããžã§ã³ã»ã¹ã³ã»ãã¡ã³ã®æšå®ã«ããã°ãããã¯çŽ400äžãã500äžåã®GPUã«çžåœããŸãã第1ãã§ãŒãºã®1GWã®å±éã¯2026幎äžåæã«äºå®ãããŠãããããŒããŠã§ã¢ãã©ãããã©ãŒã ã¯NVIDIAã®æ°ããã¢ãŒããã¯ãã£ã·ã¹ãã ãVera RubinããšãªããŸããååãã¬ãŒã ã¯ãŒã¯ã«åºã¥ããNVIDIAã¯åGWã®å±é鲿ã«å¿ããŠãOpenAIã«çŽ¯ç©æå€§1000åãã«ãæè³ããŸãã
TradingKey - 9æä»¥éãäž»èŠAIããã¯å·šé éã®çžäºæè³ãšææºã®é£éããè峿·±ããäžæè°ãªè³æ¬ã²ãŒã ãæããã«ãããOpenAIãã¯ã©ãŠã容éãè³Œå ¥ãOracleãããããè³Œå ¥ãNVIDIAãOpenAIã«åæè³ââã»ãŒå®ç§ãªãAIãµãŒã¯ã«ãã圢æãããããããã·ã¹ã³ã®ããã³ããŒãã¡ã€ãã³ã·ã³ã°ãããã«ã®æèšãæ³èµ·ããããŠã©ãŒã«è¡ã¯èŠéã鳎ãããŠããã
TradingKey - 9æ22æ¥ãç±³åœãã¯ãããžãŒå€§æãªã©ã¯ã«ã¯å ¬åŒãµã€ãã§é倧ãªäººäºå€æŽãçºè¡šã39æ³ã®ã¯ã¬ã€ã»ããŽãŒãªãã¯ãš54æ³ã®ãã€ã¯ã»ã·ã·ãªã¢ãå ±åCEOã«ä»»åœãããµãã©ã»ã«ããåCEOã¯å瀟åç· åœ¹äŒã®å·è¡å¯äŒé·ã«ç§»è¡ããã
TradingKey -9æ22æ¥ãNVIDIAãšOpenAIã¯æŠç¥çææºã«é¢ããèŠæžãçºè¡šãããOpenAIã¯NVIDIAã®ã·ã¹ãã ãæŽ»çšããå°ãªããšã10ã®ã¬ã¯ããïŒGWïŒã®AIããŒã¿ã»ã³ã¿ãŒãæ§ç¯ã»éçšããèšç»ã§ããã®ããã«æ°çŸäžå°ã®NVIDIA AIããã»ããµãæ¡çšããã®èŠæš¡ã¯10åºã®åååçºé»æçžåœãããŒããŒãã 4åºä»¥äžåãç±³åœäžåž¯800äžäžåž¯åã®å¹Žéæ¶è²»é»åããŸãã¯çŽ400äžïœ500äžå°ã®GPUã«å¹æµããã
TradingKey - è³æ¬åžå Žãèšé²çãªæ³šæãèæ¯ã«ãªã©ã¯ã«ãAIã³ã¢åéã«åå ¥ããããšãç§°è³ããäžãç±³åœæž æœãšãã«ã®ãŒäŒæ¥ãããŒã ã»ãšãã«ã®ãŒïŒBE.USïŒãé©ç°çãªå¢ãã§æ¥éš°ããªã©ã¯ã«ãšã®æè¿ã®ææºã§ãããŒã ã»ãšãã«ã®ãŒã®æ ªäŸ¡ã¯ä»å¹Žçޝèšã§3å以äžã«æ¥äŒžãããªã©ã¯ã«ã®AIããã³ã¯ã©ãŠãã³ã³ãã¥ãŒãã£ã³ã°éèŠãžã®æ¥œèгçãªèŠéããé»åäŸçµŠäŒæ¥ã«å¯Ÿããæè³å®¶ã®é¢å¿ãåŒãç¶ããŠããã
TradingKey - é£éŠæºåå¶åºŠã®äºéä»»åïŒéçšãšã€ã³ãã¬ãªã¹ã¯ã®ãã©ã³ã¹ïŒãéããŠèŠãããå®éã®ããŒã±ããäŸ¡æ ŒãéããŠèŠãããFRBã®9æFOMCäŒåã¯2025幎æåã®å©äžãã確å®ããããã®ãšåºãèŠãããŠããã