{"id":23572,"date":"2025-11-13T23:50:09","date_gmt":"2025-11-13T23:50:09","guid":{"rendered":"https:\/\/pokecon.jp\/job\/?p=23572"},"modified":"2025-11-13T23:50:09","modified_gmt":"2025-11-13T23:50:09","slug":"%e3%80%90%e3%82%b3%e3%83%a9%e3%83%a0%e3%80%91%e3%80%8c%e4%b8%96%e7%b4%80%e3%81%ae%e7%a9%ba%e5%a3%b2%e3%82%8a%e3%80%8d%e3%82%82%e6%81%90%e3%82%8c%e3%82%8bai%e6%b8%9b%e4%be%a1%e5%84%9f%e5%8d%b4%e3%81%ae","status":"publish","type":"post","link":"https:\/\/pokecon.jp\/job\/23572\/","title":{"rendered":"\u3010\u30b3\u30e9\u30e0\u3011\u300c\u4e16\u7d00\u306e\u7a7a\u58f2\u308a\u300d\u3082\u6050\u308c\u308bAI\u6e1b\u4fa1\u511f\u5374\u306e\u6d25\u6ce2\uff0d\u30d6\u30e9\u30a4\u30a2\u30f3\u30c8 &#8211; Bloomberg"},"content":{"rendered":"\n<\/p>\n<div>\n<p><a target=\"_blank\" href=\"https:\/\/www.bloomberg.co.jp\/quote\/NVDA:US\" title=\"Company Overview\" rel=\"noopener\"><meta content=\"SecurityLink\"\/><meta content=\"NVDA US Equity\"\/>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2<\/a>\u306e\u5148\u7aefAI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u534a\u5c0e\u4f53\uff081\u679a\u5f53\u305f\u308a\u6570\u4e07\u30c9\u30eb\uff09\u306f\u3001\u4eca\u5e74\u306e\u5927\u624b\u30c6\u30c3\u30af\u4f01\u696d\u6295\u8cc7\uff08\u7dcf\u984d4000\u5104\u30c9\u30eb\uff1d\u7d0461\u51469000\u5104\u5186\uff09\u306e\u76f8\u5f53\u90e8\u5206\u3092\u5360\u3081\u308b\u3002AI\u3068\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u8cbb\u3084\u3059\u6295\u8cc7\u7dcf\u984d\u306f\u30012029\u5e74\u672b\u307e\u3067\u306b3\u5146\u30c9\u30eb\u3092\u76ee\u6307\u3059\u52e2\u3044\u3060\u3002<\/p>\n<p>\u3000\u3000\u3057\u304b\u305719\u4e16\u7d00\u306e\u9244\u9053\u3084\u30c9\u30c3\u30c8\u30b3\u30e0\u30d6\u30fc\u30e0\u306e\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30b1\u30fc\u30d6\u30eb\u3068\u7570\u306a\u308a\u3001AI\u30d6\u30fc\u30e0\u306e\u8d77\u7206\u5264\u3067\u3042\u308b\u753b\u50cf\u51e6\u7406\u534a\u5c0e\u4f53\uff08GPU\uff09\u306f\u8010\u7528\u5e74\u6570\u304c\u6050\u3089\u304f5\u5e74\u7a0b\u5ea6\u3068\u77ed\u3044\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3084\u7af6\u5408\u4ed6\u793e\u304c\u6027\u80fd\u306e\u9ad8\u3044\u65b0\u30e2\u30c7\u30eb\u306e\u6295\u5165\u3092\u7d9a\u3051\u308b\u3053\u3068\u3092\u524d\u63d0\u3068\u3059\u308c\u3070\u3001iPhone\u540c\u69d8\u306b\u4eca\u306e\u4fa1\u5024\u304c\u5931\u308f\u308c\u3001\u3059\u3050\u66f4\u65b0\u304c\u5fc5\u8981\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u7af6\u4e89\u529b\u7dad\u6301\u306e\u305f\u3081\u3001OpenAI\u306a\u3069\u306e\u9867\u5ba2\u306f\u5c0e\u5165\u3092\u7d99\u7d9a\u305b\u3056\u308b\u3092\u5f97\u306a\u3044\u3002<\/p>\n<p class=\"paywall\">\u95a2\u9023\u8a18\u4e8b\uff1a<a target=\"_blank\" href=\"https:\/\/www.bloomberg.co.jp\/news\/articles\/2025-11-07\/T5BW7TT96OSR00\" title=\"AI\u71b1\u72c2\u306b\u7570\u5909\u304b\u3001OpenAI\u8cc7\u91d1\u8abf\u9054\u3092\u5e02\u5834\u4e0d\u5b89\u8996\uff0d\u300c\u653f\u5e9c\u4fdd\u8a3c\u300d\u81c6\u6e2c\u547c\u3076\" target=\"_blank\" rel=\"noopener\"><meta content=\"T5C5N3T96OSG\"\/><meta content=\"StoryLink\"\/>AI\u71b1\u72c2\u306b\u7570\u5909\u304b\u3001OpenAI\u8cc7\u91d1\u8abf\u9054\u3092\u5e02\u5834\u4e0d\u5b89\u8996\uff0d\u300c\u653f\u5e9c\u4fdd\u8a3c\u300d\u81c6\u6e2c\u547c\u3076<\/a><\/p>\n<p class=\"paywall\">\u3000\u3000\uff08OpenAI\u306f\u5225\u3068\u3057\u3066\uff09\u8a2d\u5099\u6295\u8cc7\u304c\u6700\u3082\u76db\u3093\u306a\u4f01\u696d\u304c\u6301\u3064\u6f64\u6ca2\u306a\u8cc7\u91d1\u306f\u5fc3\u5f37\u3044\u304c\u3001\u534a\u5c0e\u4f53\u306e\u77ed\u3044\u8010\u7528\u5e74\u6570\u3068\u6c17\u524d\u306e\u3088\u3044\u4f1a\u8a08\u4e0a\u306e\u524d\u63d0\u306f\u305d\u308c\u307b\u3069\u5b89\u5fc3\u3067\u304d\u306a\u3044\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u5de8\u5927\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u9ad8\u5ea6\u306a\u8a08\u7b97\u80fd\u529b\u3092\u69cb\u7bc9\u3057\u3001\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3084AI\u5411\u3051\u30a4\u30f3\u30d5\u30e9\u3092\u63d0\u4f9b\u3059\u308b\u300c\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u300d\u306b\u3064\u3044\u3066\u3001\u6e1b\u4fa1\u511f\u5374\u3092\u904e\u5c0f\u8a55\u4fa1\u3057\u3066\u3044\u308b\u3068\u30de\u30a4\u30b1\u30eb\u30fb\u30d0\u30fc\u30ea\u6c0f\u304c\u4eca\u9031\u3001X\uff08\u65e7\u30c4\u30a4\u30c3\u30bf\u30fc\uff09\u3067<a target=\"_blank\" href=\"https:\/\/x.com\/michaeljburry\/status\/1987918650104283372\" title=\"Link\" target=\"_blank\" rel=\"noopener\"><meta content=\"WebLink\"\/>\u8b66\u544a<\/a>\u3057\u305f\u3002\u4e16\u754c\u7684\u306a\u91d1\u878d\u5371\u6a5f\u306b\u5148\u7acb\u3061\u3001\u4f4f\u5b85\u30ed\u30fc\u30f3\u8a3c\u5238\u4e0b\u843d\u306b\u8ced\u3051\u305f\u540c\u6c0f\u306e\u6295\u8cc7\u306f\u300c\u4e16\u7d00\u306e\u7a7a\u58f2\u308a\u300d\u3068\u547c\u3070\u308c\u305f\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000AI\u8a2d\u5099\u6295\u8cc7\u306f\u5358\u767a\u3067\u6e08\u307e\u305a\u3001\u5de8\u984d\u306e\u652f\u51fa\u304c\u7e70\u308a\u8fd4\u3055\u308c\u308b\u5371\u967a\u304c\u3042\u308b\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306b\u306f\u597d\u90fd\u5408\u3060\u304c\u3001\u30b0\u30fc\u30b0\u30eb\u3084\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306a\u3069\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3068\u3063\u3066\u5fc5\u305a\u3057\u3082\u305d\u3046\u3067\u306f\u306a\u3044\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u6e1b\u4fa1\u511f\u5374\u8cbb\u306e\u6d25\u6ce2\u306b\u5099\u3048\u3001\u4ed6\u306e\u30b3\u30b9\u30c8\u6291\u5236\u306b\u7279\u306b\u6c17\u3092\u914d\u3089\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u4f01\u696d\u3082\u5b58\u5728\u3059\u308b\u3002\u30a2\u30de\u30be\u30f3\u30fb\u30c9\u30c3\u30c8\u30fb\u30b3\u30e0\u306f\u3001\u7d041\u4e074000\u4eba\u3092\u524a\u6e1b\u3059\u308b\u8a08\u753b\u3060\u3002\u3000<\/p>\n<p class=\"paywall\">\u95a2\u9023\u8a18\u4e8b\uff1a<a target=\"_blank\" href=\"https:\/\/www.bloomberg.co.jp\/news\/articles\/2025-10-28\/T4U5RDGOYMTC00\" title=\"\u30a2\u30de\u30be\u30f3\uff64\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u90e8\u9580\u30671.4\u4e07\u4eba\u524a\u6e1b\u3078\uff0d\u30b9\u30ea\u30e0\u5316\u3057\u7d44\u7e54\u5f37\u5316 (1)\" target=\"_blank\" rel=\"noopener\"><meta content=\"StoryLink\"\/><meta content=\"T4UCJUGOT0JL\"\/>\u30a2\u30de\u30be\u30f3\uff64\u30b3\u30fc\u30dd\u30ec\u30fc\u30c8\u90e8\u9580\u30671.4\u4e07\u4eba\u524a\u6e1b\u3078\uff0d\u30b9\u30ea\u30e0\u5316\u3057\u7d44\u7e54\u5f37\u5316<\/a><\/p>\n<figure data-id=\"443955017\" data-type=\"image\" data-image-type=\"chart\" data-image-size=\"full\" data-align=\"center\" class=\"paywall\">\n<div class=\"chart\" data-responsive=\"true\">\n                <img decoding=\"async\" src=\"https:\/\/assets.bwbx.io\/images\/users\/iqjWHBFdfxIU\/iOir0C90Z9cE\/v3\/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE\/-1x-1.png\"\/>\n            <\/div>\n<\/figure>\n<p class=\"paywall\">\u3000\u3000\u30a6\u30a9\u30fc\u30eb\u8857\u306f\u822a\u7a7a\u6a5f\u3084\u81ea\u52d5\u8eca\u3068\u3044\u3063\u305f\u6e1b\u4fa1\u511f\u5374\u30da\u30fc\u30b9\u306e\u901f\u3044\u8cc7\u7523\u95a2\u9023\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u306b\u306f\u6163\u308c\u3066\u3044\u308b\u3002\u3068\u306f\u3044\u3048\u3001\u65b0\u8208\u4f01\u696d\u3084\u672a\u516c\u958b\u4f01\u696d\u306b\u6295\u8cc7\u30d5\u30a1\u30f3\u30c9\u304c\u76f4\u63a5\u8cb8\u3057\u4ed8\u3051\u308b\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30af\u30ec\u30b8\u30c3\u30c8\u3067\u3001GPU\u3092\u62c5\u4fdd\u306b\u8a2d\u5b9a\u3059\u308b\u30b1\u30fc\u30b9\u304c\u5897\u3048\u3066\u304a\u308a\u3001\u4e0d\u5b89\u306b\u306a\u308b\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000AI\u8a08\u7b97\u306b\u7279\u5316\u3057\u305f\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u4f01\u696d\u7fa4\u3001\u3044\u308f\u3086\u308b\u300c\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u300d\u3078\u306e\u8cb8\u3057\u4ed8\u3051\u304c\u3001\u3053\u308c\u306b\u542b\u307e\u308c\u308b\u3002\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u306f\u3001GPU\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u8cb8\u3057\u51fa\u3059\u30d3\u30b8\u30cd\u30b9\u3092\u5c55\u958b\u3057\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3060\u3051\u3067\u5951\u7d04\u984d\u306f<a target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-11-04\/microsoft-neocloud-deals-cross-60-billion-in-ai-spending-frenzy\" title=\"Microsoft Neocloud Deals Cross $60 Billion in AI Spending Frenzy\" target=\"_blank\"><meta content=\"T55H8BGP4934\"\/><meta content=\"StoryLink\"\/>600\u5104\u30c9\u30eb<\/a>\u3092\u4e0a\u56de\u308b\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u7c73\u6295\u8cc7\u4f1a\u793e<a target=\"_blank\" href=\"https:\/\/www.bloomberg.co.jp\/quote\/BX:US\" title=\"Company Overview\" rel=\"noopener\"><meta content=\"BX US Equity\"\/><meta content=\"SecurityLink\"\/>\u30d6\u30e9\u30c3\u30af\u30b9\u30c8\u30fc\u30f3<\/a>\u3084\u30de\u30b0\u30cd\u30bf\u30fc\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u3001\u30de\u30c3\u30b3\u30fc\u30ea\u30fc\u304c\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u306b\u8cc7\u91d1\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000DA\u30c7\u30d3\u30c3\u30c9\u30bd\u30f3\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ea\u30b5\u30fc\u30c1\u8cac\u4efb\u8005\u30ae\u30eb\u30fb\u30eb\u30ea\u30a2\u6c0f\u306f\u300c\u6e1b\u4fa1\u511f\u5374\u30da\u30fc\u30b9\u306e\u901f\u3044GPU\u95a2\u9023\u306e\u50b5\u52d9\u304c\u6570\u767e\u5104\u30c9\u30eb\u898f\u6a21\u304b\u3089\u6570\u5343\u5104\u30c9\u30eb\u898f\u6a21\u306b\u81a8\u308c\u4e0a\u304c\u308d\u3046\u3068\u3057\u3066\u304a\u308a\u554f\u984c\u3060\u3002\u6df1\u523b\u306a\u4e8b\u614b\u306b\u306a\u308a\u304b\u306d\u306a\u3044\u300d\u3068\u8b66\u6212\u3059\u308b\u3002<\/p>\n<figure data-id=\"443905645\" data-type=\"image\" data-image-type=\"chart\" data-image-size=\"full\" data-align=\"center\" class=\"paywall\">\n<div class=\"chart\" data-responsive=\"true\">\n                <img decoding=\"async\" src=\"https:\/\/assets.bwbx.io\/images\/users\/iqjWHBFdfxIU\/iZvQFe3Oh4WY\/v3\/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE\/-1x-1.png\"\/>\n            <\/div>\n<\/figure>\n<p class=\"paywall\">\u3000\u3000\u30c6\u30c3\u30af\u4f01\u696d\u306fAI\u6295\u8cc7\u306b\u3088\u308b\u751f\u7523\u6027\u5411\u4e0a\u3084\u5de8\u984d\u306e\u53ce\u5165\u3092\u8a87\u793a\u3057\u3066\u304a\u308a\u3001\u3053\u3046\u3057\u305f\u61f8\u5ff5\u306f\u4e0d\u53ef\u89e3\u306b\u805e\u3053\u3048\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3002\u3060\u304c\u30c6\u30c3\u30af\u6295\u8cc7\u5bb6\u306f\u3001\u6e1b\u4fa1\u511f\u5374\u304c\u3069\u308c\u307b\u3069\u696d\u7e3e\u306b\u6253\u6483\u3092\u4e0e\u3048\u308b\u304b\u5fd8\u308c\u3066\u3057\u307e\u3063\u305f\u3088\u3046\u306b\u601d\u3048\u308b\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u30a2\u30de\u30be\u30f3\u306f\u4eca\u5e74\u521d\u3081\u3001\u4e00\u90e8\u30b5\u30fc\u30d0\u30fc\u3068\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u306e\u8010\u7528\u5e74\u6570\u306e\u8a55\u4fa1\u30926\u5e74\u304b\u3089\u3088\u308a\u63a7\u3048\u3081\u306a5\u5e74\u306b\u5909\u66f4\u3057\u305f\u3002AI\u3068\u6a5f\u68b0\u5b66\u7fd2\u3092\u4e2d\u5fc3\u3068\u3059\u308b\u300c\u6280\u8853\u958b\u767a\u306e\u52a0\u901f\u300d\u3092\u7406\u7531\u306b\u6319\u3052\u305f\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u305d\u308c\u3089\u306e\u6a5f\u5668\u306e\u8010\u4e45\u6027\u306b\u95a2\u3059\u308b\u7d71\u4e00\u898b\u89e3\u306f\u3001\u6b8b\u5ff5\u306a\u304c\u3089\u307b\u3068\u3093\u3069\u5b58\u5728\u3057\u306a\u3044\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u306e\u30b3\u30a2\u30a6\u30a3\u30fc\u30d6\u306f\u3001\u521d\u671f\u30ec\u30f3\u30bf\u30eb\u671f\u9593\uff08\u5e73\u57474\u5e74\uff09\u7d42\u4e86\u5f8c\u306b\u30d7\u30ed\u30bb\u30c3\u30b5\u30fc\u306e\u518d\u5951\u7d04\u306b\u6210\u529f\u3057\u305f\u5b9f\u7e3e\u306b\u57fa\u3065\u304d\u30016\u5e74\u3068\u3044\u3046GPU\u306e\u6e1b\u4fa1\u511f\u5374\u65b9\u91dd\u306b\u6e80\u8db3\u3068\u3044\u3046\u3002<\/p>\n<figure data-id=\"443905784\" data-type=\"image\" data-image-type=\"chart\" data-image-size=\"full\" data-align=\"center\" class=\"paywall\">\n<div class=\"chart\" data-responsive=\"true\">\n                <img decoding=\"async\" src=\"https:\/\/assets.bwbx.io\/images\/users\/iqjWHBFdfxIU\/iJeu_tB0kRd4\/v3\/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE\/-1x-1.png\"\/>\n            <\/div>\n<\/figure>\n<p class=\"paywall\">\u3000\u3000\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u306f\u3001\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u306e\u3088\u3046\u306a\u5de8\u984d\u5229\u76ca\u3084\u73fe\u91d1\u306e\u5099\u3048\u304c\u306a\u304f\u3001\u6570\u5341\u5104\u30c9\u30eb\u5358\u4f4d\u306e\u501f\u308a\u5165\u308c\u3067\u8cc7\u91d1\u3092\u8cc4\u3063\u3066\u3044\u308b\u3002\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u306e\u96c6\u8a08\u30c7\u30fc\u30bf\u306b\u3088\u308c\u3070\u3001\u30b3\u30a2\u30a6\u30a3\u30fc\u30d6\u306e\u30ea\u30fc\u30b9\u8ca0\u50b5\u3092\u542b\u3080\u7d14\u50b5\u52d9\u306f169\u5104\u30c9\u30eb\u3002\u540c\u793e\u306f\u4eca\u5e74\u6700\u5927140\u5104\u30c9\u30eb\u300126\u5e74\u306f\u305d\u306e\u500d\u4ee5\u4e0a\u306e\u8a2d\u5099\u6295\u8cc7\u3092\u4e88\u5b9a\u3057\u3001\u5b9f\u884c\u3055\u308c\u308c\u3070\u82f1\u30b7\u30a7\u30eb\u306a\u3069\u56fd\u969b\u77f3\u6cb9\u8cc7\u672c\uff08\u30e1\u30b8\u30e3\u30fc\uff09\u306e\u901a\u5e38\u6295\u8cc7\u984d\u3092\u4e0a\u56de\u308b\u898f\u6a21\u306b\u306a\u308b\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u30b3\u30a2\u30a6\u30a3\u30fc\u30d6\u306f\u501f\u308a\u5165\u308c\u30b3\u30b9\u30c8\u6291\u5236\u3067\u524d\u9032\u304c\u898b\u3089\u308c\u308b\u304c\u3001\u91d1\u52292\u6841\u306e\u521d\u671f\u878d\u8cc7\u3082\u3042\u308a\u3001\u5229\u6255\u3044\u304c\u55b6\u696d\u5229\u76ca\u3092\u4e0a\u56de\u308b\u72b6\u6cc1\u3060\u3002<\/p>\n<aside class=\"left-rail-newsletter paywall\"\/>\n<p class=\"paywall\">\u3000\u3000\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u304c\u5b89\u5b9a\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u9867\u5ba2\u3068\u306e\u8907\u6570\u5e74\u5951\u7d04\u3092\u901a\u3058\u3066\u3001\u6295\u8cc7\u3092\u56de\u53ce\u3067\u304d\u308b\u5834\u5408\u3001\u30ea\u30b9\u30af\u7ba1\u7406\u306f\u53ef\u80fd\u3060\u304c\u3001\u5b9f\u7e3e\u306e\u306a\u3044\u65b0\u8208\u4f01\u696d\u304b\u3089\u306e\u53ce\u5165\u306b\u4f9d\u5b58\u3059\u308c\u3070\u5371\u3046\u304f\u306a\u308b\u3002\u30b3\u30a2\u30a6\u30a3\u30fc\u30d6\u306f\u3001\u53d7\u6ce8\u6b8b560\u5104\u30c9\u30eb\u306e\u3046\u3061\u6295\u8cc7\u9069\u683c\u306e\u9867\u5ba2\u3068\u306e\u5951\u7d04\u304c60%\u4ee5\u4e0a\u3092\u5360\u3081\u308b\u3068\u4eca\u9031\u8aac\u660e\u3057\u305f\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u305d\u308c\u3067\u3082GPU\u306e\u4fa1\u5024\u304c\u60f3\u5b9a\u4ee5\u4e0a\u306b\u901f\u3044\u30da\u30fc\u30b9\u3067\u4e0b\u843d\u3059\u308c\u3070\u3001\u697d\u89b3\u7684\u306a\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u306e\u8ca1\u52d9\u30e2\u30c7\u30eb\u304c\u7834\u7dbb\u3057\u304b\u306d\u306a\u3044\u3002\u8a08\u7b97\u80fd\u529b\u3092\u305d\u308c\u307b\u3069\u5fc5\u8981\u3068\u3057\u306a\u3044AI\u6280\u8853\u306e\u30d6\u30ec\u30a4\u30af\u30b9\u30eb\u30fc\uff08\u98db\u8e8d\u7684\u9032\u6b69\uff09\u304c\u8d77\u304d\u305f\u308a\u3001\u9700\u8981\u304c\u4e0d\u8db3\u3057\u305f\u308a\u3059\u308c\u3070\u3001\u534a\u5c0e\u4f53\u30c1\u30c3\u30d7\u306e\u5927\u91cf\u51e6\u5206\u3092\u8feb\u3089\u308c\u308b\u6050\u308c\u3082\u3042\u308b\u3002<\/p>\n<p class=\"paywall\">\u3000\u3000\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u682a\u4fa1\u9ad8\u9a30\u306fAI\u30d6\u30fc\u30e0\u306e\u6700\u3082\u30b7\u30f3\u30d7\u30eb\u306a\u6307\u6a19\u3060\u304c\u3001\u30c7\u30c3\u30c8\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\uff08\u501f\u308a\u5165\u308c\u3084\u793e\u50b5\u767a\u884c\uff09\u3068\u6e1b\u4fa1\u511f\u5374\u4f1a\u8a08\u306e\u3088\u308a\u4e0d\u900f\u660e\u3067\u8907\u96d1\u306a\u4e16\u754c\u306b\u306f\u3001AI\u30d0\u30d6\u30eb\u3092\u5d29\u58ca\u3055\u305b\u308b\u5371\u967a\u304c\u6f5c\u3093\u3067\u3044\u308b\u3002<\/p>\n<p class=\"paywall\">\u95a2\u9023\u8a18\u4e8b\uff1a<a target=\"_blank\" href=\"https:\/\/www.bloomberg.co.jp\/news\/articles\/2025-10-09\/T3S2DGGPFI6F00\" title=\"\u6d88\u3048\u306a\u3044AI\u30d0\u30d6\u30eb\u61f8\u5ff5\uff0d\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3068OpenAI\u306e\u6295\u8cc7\u9084\u6d41\u3067\u5e02\u5834\u81a8\u5f35\" target=\"_blank\" rel=\"noopener\"><meta content=\"T3S2DGGPFI6F\"\/><meta content=\"StoryLink\"\/>\u6d88\u3048\u306a\u3044AI\u30d0\u30d6\u30eb\u61f8\u5ff5\uff0d\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3068OpenAI\u306e\u6295\u8cc7\u9084\u6d41\u3067\u5e02\u5834\u81a8\u5f35<\/a><\/p>\n<figure data-id=\"443953033\" data-type=\"image\" data-image-type=\"chart\" data-image-size=\"full\" data-align=\"center\" class=\"paywall\">\n<div class=\"chart\" data-responsive=\"true\">\n                <img decoding=\"async\" src=\"https:\/\/assets.bwbx.io\/images\/users\/iqjWHBFdfxIU\/ijPd2O38lpYA\/v3\/pidjEfPlU1QWZop3vfGKsrX.ke8XuWirGYh1PKgEw44kE\/-1x-1.png\"\/>\n            <\/div>\n<\/figure>\n<p class=\"paywall\">\uff08\u30af\u30ea\u30b9\u30fb\u30d6\u30e9\u30a4\u30a2\u30f3\u30c8\u6c0f\u306f\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u30fb\u30aa\u30d4\u30cb\u30aa\u30f3\u306e\u30b3\u30e9\u30e0\u30cb\u30b9\u30c8\u3067\u3059\u3002\u3053\u306e\u30b3\u30e9\u30e0\u306e\u5185\u5bb9\u306f\u3001\u5fc5\u305a\u3057\u3082\u7de8\u96c6\u90e8\u3084\u30d6\u30eb\u30fc\u30e0\u30d0\u30fc\u30b0\u30fb\u30a8\u30eb\u30fb\u30d4\u30fc\u3001\u30aa\u30fc\u30ca\u30fc\u3089\u306e\u610f\u898b\u3092\u53cd\u6620\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\uff09<\/p>\n<p class=\"paywall\">\u539f\u984c\uff1a<a target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/opinion\/articles\/2025-11-11\/ai-bubble-is-ignoring-big-short-michael-burry-chip-depreciation-fears\" title=\"AI Bubble Is Ignoring\u00a0Michael Burry\u2019s\u00a0Fears: Chris Bryant\" target=\"_blank\"><meta content=\"T5KGAJGPL3X7\"\/><meta content=\"StoryLink\"\/>AI Bubble Is Ignoring Michael Burry\u2019s Fears: Chris Bryant<\/a>\uff08\u629c\u7c8b\uff09<\/p>\n<p>(<span>\u8010\u7528\u5e74\u6570\u306e\u8a55\u4fa1\u306b\u95a2\u3059\u308b\u60c5\u5831\u3092\u8ffd\u52a0\u3057\u3066\u66f4\u65b0\u3057\u307e\u3059<\/span>)<\/p>\n<div class=\"disclaimer paywall\">\n<div class=\"news-rsf-informative-disclaimer\">\n<p>This column reflects the personal views of the author and does not necessarily reflect the opinion of the editorial board or Bloomberg LP and its owners.<\/p>\n<\/div>\n<\/div><\/div>\n\n<br \/><a href=\"https:\/\/www.bloomberg.co.jp\/news\/articles\/2025-11-13\/T5KJYNKJH6V400\">\u5143\u306e\u8a18\u4e8b\u3092\u78ba\u8a8d\u3059\u308b <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u5148\u7aefAI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u534a\u5c0e\u4f53\uff081\u679a\u5f53\u305f\u308a\u6570\u4e07\u30c9\u30eb\uff09\u306f\u3001\u4eca\u5e74\u306e\u5927\u624b\u30c6\u30c3\u30af\u4f01\u696d\u6295\u8cc7\uff08\u7dcf\u984d4000\u5104\u30c9\u30eb\uff1d\u7d0461\u51469000\u5104\u5186\uff09\u306e\u76f8\u5f53\u90e8\u5206\u3092\u5360\u3081\u308b\u3002AI\u3068\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u8cbb\u3084\u3059\u6295\u8cc7\u7dcf\u984d\u306f\u30012029 [&hellip;]","protected":false},"author":1,"featured_media":23573,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-23572","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-hatena-blog"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u3010\u30b3\u30e9\u30e0\u3011\u300c\u4e16\u7d00\u306e\u7a7a\u58f2\u308a\u300d\u3082\u6050\u308c\u308bAI\u6e1b\u4fa1\u511f\u5374\u306e\u6d25\u6ce2\uff0d\u30d6\u30e9\u30a4\u30a2\u30f3\u30c8 - Bloomberg - \u30dd\u30b1\u30b3\u30f3<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bloomberg.co.jp\/news\/articles\/2025-11-13\/T5KJYNKJH6V400\" \/>\n<meta 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