{"id":32076,"date":"2026-10-07T10:48:04","date_gmt":"2026-10-07T01:48:04","guid":{"rendered":"https:\/\/official.gfs.tokyo\/blog\/?p=32076"},"modified":"2026-10-07T10:48:04","modified_gmt":"2026-10-07T01:48:04","slug":"ue-how-to-select-ai-related-stocks","status":"publish","type":"post","link":"https:\/\/official.gfs.tokyo\/blog\/ue-how-to-select-ai-related-stocks","title":{"rendered":"\u3010\u5b8c\u5168\u89e3\u8aac\u3011AI\u95a2\u9023\u9298\u67c4\u306e\u9078\u3073\u65b9\u3068\u6295\u8cc7\u6226\u7565\uff01\u65e5\u7c73\u672c\u547d\u682a\u304b\u3089\u5272\u5b89\u6027\u307e\u3067"},"content":{"rendered":"<h2 data-path-to-node=\"4,0,0\">\u3010\u5b8c\u5168\u89e3\u8aac\u3011AI\u95a2\u9023\u9298\u67c4\u306e\u9078\u3073\u65b9\u3068\u6295\u8cc7\u6226\u7565\uff01\u65e5\u7c73\u672c\u547d\u682a\u304b\u3089\u5272\u5b89\u6027\u307e\u3067<\/h2>\n<p 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alt=\"\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\" width=\"110\" height=\"110\" class=\"wp-image-2102 alignnone\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa.jpg 700w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-300x300.jpg 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2022\/03\/yuichiro_ichikawa-150x150.jpg 150w\" sizes=\"(max-width: 110px) 100vw, 110px\" \/>\u3000<strong>\u76e3\u4fee\u8005\uff1a\u5e02\u5ddd\u96c4\u4e00\u90ce\u3000<\/strong><br \/>\n<span style=\"font-size: 10pt;\"><a href=\"https:\/\/official.gfs.tokyo\/\">GFS<\/a>\u6821\u9577\u3002CFP\u00ae\u30021\u7d1a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30d7\u30e9\u30f3\u30cb\u30f3\u30b0\u6280\u80fd\u58eb(\u8cc7\u7523\u8a2d\u8a08\u63d0\u6848\u696d\u52d9)\u3002<a href=\"https:\/\/www.jafp.or.jp\/\">\u65e5\u672cFP\u5354\u4f1a<\/a>\u4f1a\u54e1\u3002\u65e5\u672cFP\u5b66\u4f1a\u4f1a\u54e1\u3002\u00a0<a href=\"https:\/\/mba.globis.ac.jp\/\">\u30b0\u30ed\u30fc\u30d3\u30b9\u7d4c\u55b6\u5927\u5b66\u9662<\/a>\u4fee\u4e86(MBA\/\u7d4c\u55b6\u5b66\u4fee\u58eb)\u3002<\/span><br \/>\n<span style=\"font-size: 10pt;\">\u65e5\u672c\u306eFP\u306e\u5148\u99c6\u8005\u3068\u3057\u3066\u8cc7\u7523\u904b\u7528\u306e\u5553\u8499\u306b\u5f93\u4e8b\u3002\u30bd\u30d5\u30c8\u30d0\u30f3\u30af\u30b0\u30eb\u30fc\u30d7\u304c\u5275\u8a2d\u3057\u305f\u79c1\u7acb<a href=\"https:\/\/www.cyber-u.ac.jp\/teacher\/ichikawa_yuichiro.html\">\u30b5\u30a4\u30d0\u30fc\u5927\u5b66<\/a>\u3067\u6559\u97ad\u3092\u57f7\u308b\u307b\u304b\u3001\u8b1b\u6f14\u4f9d\u983c\u3001\u30e1\u30c7\u30a3\u30a2\u51fa\u6f14\u3082\u591a\u6570\u3002\u8457\u66f8\u306b<a href=\"https:\/\/www.amazon.co.jp\/%E6%8A%95%E8%B3%87%E3%81%A7%E5%88%A9%E7%9B%8A%E3%82%92%E5%87%BA%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B%E4%BA%BA%E3%81%9F%E3%81%A1%E3%81%8C%E5%A4%A7%E4%BA%8B%E3%81%AB%E3%81%97%E3%81%A6%E3%81%84%E3%82%8B-45%E3%81%AE%E6%95%99%E3%81%88-%E5%B8%82%E5%B7%9D-%E9%9B%84%E4%B8%80%E9%83%8E\/dp\/4532358825\">\u300c\u6295\u8cc7\u3067\u5229\u76ca\u3092\u51fa\u3057\u3066\u3044\u308b\u4eba\u305f\u3061\u304c\u5927\u4e8b\u306b\u3057\u3066\u3044\u308b 45\u306e\u6559\u3048\u300d\uff08\u65e5\u672c\u7d4c\u6e08\u65b0\u805e\u51fa\u7248\uff09<\/a><\/span><\/p>\n<p style=\"text-align: left;\"><span style=\"font-size: 10pt;\">\u516c\u5f0fX \u30a2\u30ab\u30a6\u30f3\u30c8\u3000<a href=\"https:\/\/twitter.com\/ichikawa_toushi\">\u5e02\u5ddd\u96c4\u4e00\u90ce@\u304a\u91d1\u306e\u5b66\u6821 \u6821\u9577<\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"6\">\u7b2c1\u7ae0\uff1aAI\u306e\u7a2e\u985e\u3068\u6280\u8853\u7684\u80cc\u666f\u306e\u6df1\u6398\u308a<\/h2>\n<p data-path-to-node=\"7\">\u6295\u8cc7\u6226\u7565\u3092\u6b63\u3057\u304f\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306e\u7b2c\u4e00\u6b69\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u81ea\u4f53\u306e\u5206\u985e\u3068\u3001\u904e\u53bb\u304b\u3089\u73fe\u5728\u3001\u305d\u3057\u3066\u672a\u6765\u3078\u3068\u7d9a\u304f\u9032\u5316\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3092\u6b63\u3057\u304f\u7406\u89e3\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u6280\u8853\u306e\u539f\u7406\u3092\u77e5\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u304c\u516c\u8868\u3059\u308b\u30cb\u30e5\u30fc\u30b9\u30ea\u30ea\u30fc\u30b9\u3084\u6c7a\u7b97\u767a\u8868\u306e\u672c\u8cea\u7684\u306a\u4fa1\u5024\u304c\u898b\u3048\u3066\u304d\u307e\u3059\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-238 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c3974374368=\"\" class=\"code-block ng-tns-c3974374368-238 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:W1sicl9mYWRkNTYxYjY2MjViZWE4IiwiY184ZjUzOTM0ZjgyZmVmOTE0IixudWxsLCJyY183NGNlNDMyYjAwYmFhYzI1IixudWxsLG51bGwsImphIixudWxsLDEsbnVsbCxudWxsLDEsMF1d\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"formatted-code-block-internal-container ng-tns-c3974374368-238\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"animated-opacity ng-tns-c3974374368-238\">\n<pre _ngcontent-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-238\"><span style=\"font-size: 14pt;\"><code _ngcontent-ng-c3974374368=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3974374368-238 no-decoration-radius\">\u3010AI\u6280\u8853\u306e\u9032\u5316\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3011\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510             \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510            \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510            \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u8b58\u5225\u578bAI            \u2502\u2500\u2500\u2500&gt;\u2502 \u751f\u6210AI\u30fbLLM      \u2502\u2500\u2500\u2500&gt;\u2502 AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8     \u2502\u2500\u2500\u2500&gt;\u2502 \u30d5\u30a3\u30b8\u30ab\u30ebAI     \u2502\r\n\u2502 (2010\u5e74\u4ee3\u301c)    \u2502           \u2502 (2022\u5e74\u301c)        \u2502           \u2502 (2025\u5e74\u301c)        \u2502            \u2502 (2026\u5e74\u301c\u672c\u683c\u5316) \u2502\r\n\u2502\u30c7\u30fc\u30bf\u306e\u5224\u5225\u30fb\u4e88\u6e2c\u2502         \u2502 \u65b0\u898f\u30b3\u30f3\u30c6\u30f3\u30c4\u5275\u51fa\u2502         \u2502 \u81ea\u5f8b\u7684\u306a\u8a08\u753b\u30fb\u5b9f\u884c\u2502           \u2502 \u7269\u7406\u4e16\u754c\u306e\u5236\u5fa1   \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518              \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518           \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518             \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n<\/code><\/span><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<h3 data-path-to-node=\"9\">1. \u8b58\u5225\u578bAI\uff08Traditional AI\uff09\u3068\u751f\u6210AI\uff08Generative AI\uff09\u306e\u6c7a\u5b9a\u7684\u306a\u9055\u3044<\/h3>\n<p data-path-to-node=\"10\">AI\u6280\u8853\u306e\u767a\u5c55\u53f2\u306b\u304a\u3044\u3066\u30012022\u5e74\u672b\u306e\u300cChatGPT\u300d\u767b\u5834\u4ee5\u524d\u3068\u4ee5\u964d\u3067\u306f\u5927\u304d\u306a\u5730\u6bbb\u5909\u52d5\u304c\u8d77\u304d\u307e\u3057\u305f\u3002<\/p>\n<h4 data-path-to-node=\"11\">\u2460 \u8b58\u5225\u578bAI\uff08Traditional AI \/ Predictive AI\uff09<\/h4>\n<p data-path-to-node=\"12\"><strong>\u5f93\u6765\u306e\u30c7\u30a3\u30fc\u30d7\u30e9\u30fc\u30cb\u30f3\u30b0\uff08\u6df1\u5c64\u5b66\u7fd2\uff09\u306e\u4e2d\u5fc3\u306f\u300c\u8b58\u5225\uff08\u5224\u5225\uff09\u300d\u3068\u300c\u4e88\u6e2c\u300d\u3067\u3057\u305f\u3002<\/strong><\/p>\n<ul data-path-to-node=\"13\">\n<li>\n<p data-path-to-node=\"13,0,0\"><b data-path-to-node=\"13,0,0\" data-index-in-node=\"0\">\u52d5\u4f5c\u539f\u7406:<\/b> 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data-path-to-node=\"13,2,0\"><b data-path-to-node=\"13,2,0\" data-index-in-node=\"0\">\u9650\u754c\u70b9:<\/b> \u3042\u304f\u307e\u3067\u300c\u4e0e\u3048\u3089\u308c\u305f\u30c7\u30fc\u30bf\u3092\u5224\u5225\u30fb\u5206\u6790\u3059\u308b\u300d\u306b\u3068\u3069\u307e\u308a\u3001\u65b0\u3057\u3044\u8868\u73fe\u3084\u30c7\u30fc\u30bf\u305d\u306e\u3082\u306e\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"14\">\u2461 \u751f\u6210AI\uff08Generative AI\uff09<\/h4>\n<p data-path-to-node=\"15\">\u3053\u308c\u306b\u5bfe\u3057\u3001<strong>\u751f\u6210AI\u306f\u300c\u30bc\u30ed\u304b\u3089\u65b0\u3057\u3044\u30a2\u30a6\u30c8\u30d7\u30c3\u30c8\u3092\u751f\u307f\u51fa\u3059\u300d\u3053\u3068\u304c\u3067\u304d\u308bAI<\/strong>\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"16\">\n<li>\n<p data-path-to-node=\"16,0,0\"><b data-path-to-node=\"16,0,0\" data-index-in-node=\"0\">\u52d5\u4f5c\u539f\u7406:<\/b> \u5927\u898f\u6a21\u306a\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u304b\u3089\u30d1\u30bf\u30fc\u30f3\u3084\u6587\u8108\uff08\u78ba\u7387\u5206\u5e03\uff09\u3092\u5b66\u7fd2\u3057\u3001\u4eba\u9593\u306e\u30d7\u30ed\u30f3\u30d7\u30c8\uff08\u6307\u793a\u6587\uff09\u306b\u5fdc\u3058\u3066\u3001\u81ea\u7136\u306a\u6587\u7ae0\u3001\u7cbe\u7d30\u306a\u753b\u50cf\u3001\u97f3\u58f0\u3092\u751f\u6210\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"16,1,0\"><b data-path-to-node=\"16,1,0\" data-index-in-node=\"0\">\u4e3b\u306a\u7528\u9014:<\/b> \u8a18\u4e8b\u3084\u8cc7\u6599\u306e\u4f5c\u6210\u3001\u30d7\u30ed\u30b0\u30e9\u30df\u30f3\u30b0\u30b3\u30fc\u30c9\u306e\u81ea\u52d5\u751f\u6210\u3001\u30c7\u30b6\u30a4\u30f3\u753b\u50cf\u306e\u4f5c\u6210\u3001\u5bfe\u8a71\u578b\u30a2\u30b7\u30b9\u30bf\u30f3\u30c8\u306a\u3069\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"16,2,0\"><b data-path-to-node=\"16,2,0\" data-index-in-node=\"0\">\u30d3\u30b8\u30cd\u30b9\u9762\u3067\u306e\u30a4\u30f3\u30d1\u30af\u30c8:<\/b> \u5f93\u6765\u306e\u8b58\u5225\u578bAI\u304c\u5c02\u9580\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u7d44\u307f\u8fbc\u307f\u3092\u8981\u3057\u3066\u3044\u305f\u306e\u306b\u5bfe\u3057\u3001\u751f\u6210AI\u306f\u81ea\u7136\u8a00\u8a9e\uff08\u4eba\u9593\u306e\u8a00\u8449\uff09\u3067\u64cd\u4f5c\u3067\u304d\u308b\u305f\u3081\u3001\u5168\u7523\u696d\u30fb\u5168\u8077\u7a2e\u3078\u306e\u666e\u53ca\u30b9\u30d4\u30fc\u30c9\u304c\u6841\u9055\u3044\u306b\u65e9\u3044\u3068\u3044\u3046\u7279\u5fb4\u3092\u6301\u3061\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"17\">2. LLM\uff08\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff09\u306e\u4ed5\u7d44\u307f\u3068\u300cTransformer\u300d\u9769\u547d<\/h3>\n<p data-path-to-node=\"18\"><strong>\u751f\u6210AI\u306e\u4e3b\u5f79\u3067\u3042\u308bLLM\uff08Large Language Model\uff1a\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\uff09\u3092\u7406\u89e3\u3059\u308b\u3046\u3048\u3067\u907f\u3051\u3066\u901a\u308c\u306a\u3044\u306e\u304c\u30012017\u5e74\u306bGoogle\u306e\u7814\u7a76\u8005\u3089\u306b\u3088\u3063\u3066\u767a\u8868\u3055\u308c\u305f\u8ad6\u6587\u300eAttention Is All You Need\u300f\u3067\u63d0\u5531\u3055\u308c\u305f\u300cTransformer\uff08\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30de\u30fc\uff09\u300d\u3068\u3044\u3046\u30cb\u30e5\u30fc\u30e9\u30eb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u69cb\u9020\u3067\u3059\u3002<\/strong><\/p>\n<h4 data-path-to-node=\"19\">\u5f93\u6765\u306e\u30e2\u30c7\u30eb\uff08RNN\u7b49\uff09\u3068Transformer\u306e\u9055\u3044<\/h4>\n<ul data-path-to-node=\"20\">\n<li>\n<p data-path-to-node=\"20,0,0\"><b data-path-to-node=\"20,0,0\" data-index-in-node=\"0\">\u51e6\u7406\u65b9\u5f0f:<\/b> \u5f93\u6765\u306e\u6587\u8108\u51e6\u7406\u30e2\u30c7\u30eb\uff08RNN: Recurrent Neural Network\uff09\u306f\u3001\u5358\u8a9e\u3092\u300c\u5148\u982d\u304b\u3089\u9806\u756a\u306b1\u3064\u305a\u3064\u300d\u51e6\u7406\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u305d\u306e\u305f\u3081\u3001\u8a08\u7b97\u3092\u4e26\u5217\u5316\u3059\u308b\u3053\u3068\u304c\u96e3\u3057\u304f\u3001\u9577\u6587\u306b\u306a\u308b\u3068\u524d\u306e\u60c5\u5831\u3092\u5fd8\u308c\u3066\u3057\u307e\u3046\uff08\u52fe\u914d\u6d88\u5931\u554f\u984c\uff09\u3068\u3044\u3046\u6b20\u70b9\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"20,1,0\"><b data-path-to-node=\"20,1,0\" data-index-in-node=\"0\">\u30a2\u30c6\u30f3\u30b7\u30e7\u30f3\u6a5f\u69cb\uff08Self-Attention\uff09:<\/b> Transformer\u306f\u3001\u6587\u7ae0\u5168\u4f53\u306e\u5358\u8a9e\u3068\u5358\u8a9e\u306e\u300c\u95a2\u9023\u5ea6\uff08\u91cd\u307f\uff09\u300d\u3092\u540c\u6642\u306b\u8a08\u7b97\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001<b data-path-to-node=\"20,1,0\" data-index-in-node=\"75\">\u30c7\u30fc\u30bf\u306e\u8d85\u5927\u898f\u6a21\u306a\u4e26\u5217\u8a08\u7b97<\/b>\u304c\u53ef\u80fd\u306b\u306a\u308a\u3001\u8a08\u7b97\u901f\u5ea6\u304c\u98db\u8e8d\u7684\u306b\u5411\u4e0a\u3057\u307e\u3057\u305f\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"20,2,0\"><b data-path-to-node=\"20,2,0\" data-index-in-node=\"0\">GPU\u3068\u306e\u89aa\u548c\u6027:<\/b> \u4e26\u5217\u8a08\u7b97\u3092\u5f97\u610f\u3068\u3059\u308b\u534a\u5c0e\u4f53\u300cGPU\uff08\u753b\u50cf\u51e6\u7406\u534a\u5c0e\u4f53\uff09\u300d\u3068Transformer\u306e\u76f8\u6027\u304c\u629c\u7fa4\u3067\u3042\u3063\u305f\u3053\u3068\u304c\u3001\u73fe\u5728\u306eNVIDIA\u4e00\u5f37\u6642\u4ee3\u306e\u6280\u8853\u7684\u57fa\u76e4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"21\">LLM\u306f\u3001\u6570\u5343\u5104\u304b\u3089\u6570\u5146\u500b\u306b\u53ca\u3076\u300c\u30d1\u30e9\u30e1\u30fc\u30bf\uff08\u30e2\u30c7\u30eb\u5185\u306e\u8abf\u6574\u5909\u6570\uff09\u300d\u3092\u6301\u3061\u3001\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u4e0a\u306e\u81a8\u5927\u306a\u30c6\u30ad\u30b9\u30c8\u3092\u5b66\u7fd2\u3059\u308b\u3053\u3068\u3067\u3001\u300c\u6587\u8108\u4e0a\u3001\u6b21\u306b\u304f\u308b\u6700\u3082\u78ba\u7387\u306e\u9ad8\u3044\u8a00\u8449\u300d\u3092\u9023\u7d9a\u7684\u306b\u4e88\u6e2c\u30fb\u51fa\u529b\u3057\u3066\u3044\u307e\u3059\u3002\u4ee3\u8868\u4f8b\u3068\u3057\u3066\u306f\u3001OpenAI\u306e\u300cGPT-4o \/ o1\u300d\u3001Google\u306e\u300cGemini\u300d\u3001Anthropic\u306e\u300cClaude\u300d\u306a\u3069\u304c\u5e02\u5834\u3092\u5e2d\u5dfb\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"22\">3. \u6b21\u306e\u5de8\u5927\u30c8\u30ec\u30f3\u30c9\uff1aAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3068\u300c\u30d5\u30a3\u30b8\u30ab\u30ebAI\u300d<\/h3>\n<p data-path-to-node=\"23\">\u751f\u6210AI\u304c\u300c\u6587\u7ae0\u3084\u753b\u50cf\u3092\u4f5c\u308b\u9053\u5177\u300d\u3068\u3057\u3066\u5b9a\u7740\u3057\u305f\u5f8c\u306e\u73fe\u5728\u3001\u682a\u5f0f\u5e02\u5834\u306e\u95a2\u5fc3\u306f\u3059\u3067\u306b\u6b21\u306e\u9032\u5316\u6bb5\u968e\u3078\u3068\u30b7\u30d5\u30c8\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u304c\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300d<b data-path-to-node=\"23\" data-index-in-node=\"70\">\u3068<\/b>\u300c\u30d5\u30a3\u30b8\u30ab\u30ebAI\u300d\u3067\u3059\u3002<\/p>\n<h4 data-path-to-node=\"24\">\u2460 AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\uff08Agentic AI\uff09<\/h4>\n<p data-path-to-node=\"25\">\u5f93\u6765\u306e\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u306f\u300c\u554f\u3044\u306b\u5bfe\u3057\u3066\u7b54\u3048\u308b\u3060\u3051\u300d\u306e\u53d7\u52d5\u7684\u306a\u5b58\u5728\u3067\u3057\u305f\u3002\u4e00\u65b9\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u300c\u76ee\u7684\u3092\u4e0e\u3048\u3089\u308c\u308b\u3068\u3001\u81ea\u5f8b\u7684\u306b\u8a08\u753b\u3092\u7acb\u3066\u3001\u5916\u90e8\u30c4\u30fc\u30eb\u3092\u64cd\u4f5c\u3057\u3066\u76ee\u7684\u3092\u9054\u6210\u3059\u308b\u300d\u30b7\u30b9\u30c6\u30e0\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"26\">\n<li>\n<p data-path-to-node=\"26,0,0\"><b data-path-to-node=\"26,0,0\" data-index-in-node=\"0\">\u52d5\u4f5c\u4f8b:<\/b> \u300c\u6765\u9031\u306e\u51fa\u5f35\u306e\u624b\u914d\u3092\u3057\u3066\u300d\u3068\u6307\u793a\u3059\u308b\u3068\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u81ea\u3089\u30ab\u30ec\u30f3\u30c0\u30fc\u3092\u78ba\u8a8d\u3057\u3001\u6700\u9069\u306a\u30d5\u30e9\u30a4\u30c8\u3092\u691c\u7d22\u30fb\u4e88\u7d04\u3057\u3001\u5bbf\u6cca\u30db\u30c6\u30eb\u3092\u624b\u914d\u3057\u305f\u4e0a\u3067\u3001\u95a2\u4fc2\u8005\u306b\u30e1\u30fc\u30eb\u3067\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb\u3092\u9001\u4ed8\u3059\u308b\u307e\u3067\u3092\u5168\u81ea\u52d5\u3067\u884c\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"26,1,0\"><b data-path-to-node=\"26,1,0\" data-index-in-node=\"0\">\u6295\u8cc7\u4e0a\u306e\u30dd\u30a4\u30f3\u30c8:<\/b> \u4f01\u696d\u5185\u306e\u5358\u7d14\u4e8b\u52d9\u4f5c\u696d\u3060\u3051\u3067\u306a\u304f\u3001\u9ad8\u5ea6\u306a\u30db\u30ef\u30a4\u30c8\u30ab\u30e9\u30fc\u696d\u52d9\u306e\u81ea\u52d5\u5316\u304c\u53ef\u80fd\u3068\u306a\u308b\u305f\u3081\u3001B2B\u5411\u3051SaaS\u3084IT\u30b3\u30f3\u30b5\u30eb\u30c6\u30a3\u30f3\u30b0\u4f01\u696d\u306e\u53ce\u76ca\u30e2\u30c7\u30eb\u3092\u6839\u672c\u304b\u3089\u518d\u69cb\u7bc9\u3059\u308b\u6f5c\u5728\u529b\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"27\">\u2461 \u30d5\u30a3\u30b8\u30ab\u30ebAI\uff08Physical AI \/ \u5177\u73fe\u5316AI\uff09<\/h4>\n<p data-path-to-node=\"28\">\u30c7\u30b8\u30bf\u30eb\u7a7a\u9593\uff08\u753b\u9762\u306e\u4e2d\uff09\u3060\u3051\u3067\u9589\u3058\u3066\u3044\u305fAI\u304c\u3001\u73fe\u5b9f\u306e\u7269\u7406\u4e16\u754c\uff08\u30d5\u30a3\u30b8\u30ab\u30eb\u7a7a\u9593\uff09\u3068\u878d\u5408\u3059\u308b\u6bb5\u968e\u3092\u6307\u3057\u307e\u3059\u3002<\/p>\n<ul data-path-to-node=\"29\">\n<li>\n<p data-path-to-node=\"29,0,0\"><b data-path-to-node=\"29,0,0\" data-index-in-node=\"0\">\u52d5\u4f5c\u539f\u7406:<\/b> \u30ab\u30e1\u30e9\u3001LiDAR\u3001\u89e6\u899a\u30bb\u30f3\u30b5\u30fc\u306a\u3069\u3067\u73fe\u5b9f\u4e16\u754c\u306e\u74b0\u5883\u3092\u30df\u30ea\u5358\u4f4d\u3067\u8a8d\u8b58\u3057\u3001\u30ed\u30dc\u30c3\u30c8\u30a2\u30fc\u30e0\u3001\u5de5\u4f5c\u6a5f\u68b0\u3001\u81ea\u52d5\u904b\u8ee2\u8eca\u3001\u4eba\u578b\u30ed\u30dc\u30c3\u30c8\uff08\u30d2\u30e5\u30fc\u30de\u30ce\u30a4\u30c9\uff09\u306a\u3069\u3092\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u81ea\u5f8b\u5236\u5fa1\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"29,1,0\"><b data-path-to-node=\"29,1,0\" data-index-in-node=\"0\">\u6ce8\u76ee\u80cc\u666f:<\/b> \u65e5\u672c\u3092\u306f\u3058\u3081\u3068\u3059\u308b\u5148\u9032\u56fd\u3084\u4e2d\u56fd\u3067\u6df1\u523b\u5316\u3059\u308b\u300c\u5c11\u5b50\u9ad8\u9f62\u5316\u30fb\u52b4\u50cd\u529b\u4e0d\u8db3\u300d\u306b\u5bfe\u3059\u308b\u6551\u4e16\u4e3b\u3068\u3057\u3066\u3001\u5efa\u8a2d\u3001\u7269\u6d41\u3001\u533b\u7642\u3001\u88fd\u9020\u73fe\u5834\u3067\u306e\u5c0e\u5165\u304c\u6025\u30d4\u30c3\u30c1\u3067\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"29,2,0\"><b data-path-to-node=\"29,2,0\" data-index-in-node=\"0\">\u6295\u8cc7\u4e0a\u306e\u30dd\u30a4\u30f3\u30c8:<\/b> \u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u6280\u8853\uff08\u7c73\u56fd\u512a\u4f4d\uff09\u3068\u3001\u7cbe\u5bc6\u306a\u30e2\u30fc\u30bf\u30fc\u3084\u30bb\u30f3\u30b5\u30fc\u3001\u7523\u696d\u7528\u30ed\u30dc\u30c3\u30c8\u672c\u4f53\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u6280\u8853\uff08\u65e5\u672c\u30fb\u6b27\u5dde\u512a\u4f4d\uff09\u306e\u53cc\u65b9\u304c\u4e0d\u53ef\u6b20\u3068\u306a\u308b\u305f\u3081\u3001<b data-path-to-node=\"29,2,0\" data-index-in-node=\"79\">\u65e5\u672c\u4f01\u696d\u304c\u6700\u3082\u5f37\u307f\u3092\u767a\u63ee\u3057\u3084\u3059\u3044\u9818\u57df<\/b>\u3067\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h2 data-path-to-node=\"31\">\u7b2c2\u7ae0\uff1aAI\u7523\u696d\u306e\u300c\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\uff08\u69cb\u9020\uff09\u300d\u3092\u5b8c\u5168\u89e3\u5256<\/h2>\n<p data-path-to-node=\"32\">AI\u95a2\u9023\u9298\u67c4\u3092\u5206\u6790\u3059\u308b\u969b\u3001\u500b\u5225\u306e\u4f01\u696d\u540d\u3060\u3051\u3092\u8ffd\u3063\u3066\u3082\u5168\u4f53\u50cf\u306f\u898b\u3048\u307e\u305b\u3093\u3002AI\u7523\u696d\u30924\u3064\u306e\u30ec\u30a4\u30e4\u30fc\uff08\u968e\u5c64\uff09\u306b\u5206\u89e3\u3057\u3001\u304a\u91d1\uff08\u6295\u8cc7\u8cc7\u91d1\uff09\u304c\u3069\u306e\u3088\u3046\u306b\u6d41\u308c\u3066\u3044\u308b\u304b\u3092\u53ef\u8996\u5316\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-239 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c3974374368=\"\" class=\"code-block ng-tns-c3974374368-239 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:W1sicl9mYWRkNTYxYjY2MjViZWE4IiwiY184ZjUzOTM0ZjgyZmVmOTE0IixudWxsLCJyY183NGNlNDMyYjAwYmFhYzI1IixudWxsLG51bGwsImphIixudWxsLDEsbnVsbCxudWxsLDEsMF1d\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"formatted-code-block-internal-container ng-tns-c3974374368-239\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"animated-opacity ng-tns-c3974374368-239\">\n<pre _ngcontent-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-239\"><span style=\"font-size: 14pt;\"><code _ngcontent-ng-c3974374368=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3974374368-239 no-decoration-radius\">\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u3010\u30ec\u30a4\u30e4\u30fc4\u3011\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u696d\u754c\u7279\u5316\u30b5\u30fc\u30d3\u30b9                           \u2502\r\n\u2502  \u4f8b: Microsoft(Copilot), Salesforce, Palantir, \u5bcc\u58eb\u901a, NTT\u30c7\u30fc\u30bf      \u2502\r\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\r\n\u2502 \u3010\u30ec\u30a4\u30e4\u30fc3\u3011\u57fa\u76e4\u30e2\u30c7\u30eb\u30fb\u958b\u767a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0                                    \u2502\r\n\u2502  \u4f8b: OpenAI, Alphabet(Google), Meta, Anthropic                        \u2502\r\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\r\n\u2502 \u3010\u30ec\u30a4\u30e4\u30fc2\u3011\u30af\u30e9\u30a6\u30c9\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u96fb\u6e90\u30fb\u30a4\u30f3\u30d5\u30e9                             \u2502\r\n\u2502  \u4f8b: Microsoft(Azure), Amazon(AWS), \u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8, \u96fb\u529b\/\u51b7\u5374\u4f01\u696d\u2502\r\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\r\n\u2502 \u3010\u30ec\u30a4\u30e4\u30fc1\u3011\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30fb\u534a\u5c0e\u4f53\u30fb\u88fd\u9020\u88c5\u7f6e                                          \u2502\r\n\u2502  \u4f8b: NVIDIA, TSMC, Broadcom, \u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3, \u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af        \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n<\/code><\/span><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<p data-path-to-node=\"34\">\u5404\u30ec\u30a4\u30e4\u30fc\u306e\u7279\u5fb4\u3001\u53c2\u5165\u969c\u58c1\u3001\u53ce\u76ca\u6027\u3001\u305d\u3057\u3066\u6295\u8cc7\u3059\u308b\u969b\u306e\u30ea\u30b9\u30af\u8981\u56e0\u3092\u6df1\u6398\u308a\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"35\">\u30ec\u30a4\u30e4\u30fc1\uff1a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30fb\u534a\u5c0e\u4f53\u30fb\u88fd\u9020\u88c5\u7f6e\uff08\u57fa\u76e4\u5c64\uff09<\/h3>\n<p data-path-to-node=\"36\">AI\u7523\u696d\u306e\u57fa\u790e\u3092\u652f\u3048\u308b\u30b4\u30fc\u30eb\u30c9\u30e9\u30c3\u30b7\u30e5\u306b\u304a\u3051\u308b\u300c\u30b9\u30b3\u30c3\u30d7\u3068\u3064\u308b\u306f\u3057\u300d\u306b\u76f8\u5f53\u3059\u308b\u30ec\u30a4\u30e4\u30fc\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"37\">\n<li>\n<p data-path-to-node=\"37,0,0\"><b data-path-to-node=\"37,0,0\" data-index-in-node=\"0\">\u69cb\u6210\u8981\u7d20:<\/b><\/p>\n<ul data-path-to-node=\"37,0,1\">\n<li>\n<p data-path-to-node=\"37,0,1,0,0\"><b data-path-to-node=\"37,0,1,0,0\" data-index-in-node=\"0\">GPU\u30fbAI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf:<\/b> \u4e26\u5217\u8a08\u7b97\u306b\u7279\u5316\u3057\u305f\u30d7\u30ed\u30bb\u30c3\u30b5\uff08NVIDIA, AMD\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"37,0,1,1,0\"><b data-path-to-node=\"37,0,1,1,0\" data-index-in-node=\"0\">\u8d85\u9ad8\u901f\u30e1\u30e2\u30ea\u30fc\uff08HBM: High Bandwidth Memory\uff09:<\/b> GPU\u306e\u8d85\u9ad8\u901f\u8a08\u7b97\u306b\u30c7\u30fc\u30bf\u3092\u9001\u308b\u305f\u3081\u306e\u5e83\u5e2f\u57df\u30e1\u30e2\u30ea\u30fc\uff08SK Hynix, \u30b5\u30e0\u30b9\u30f3\u96fb\u5b50, \u30de\u30a4\u30af\u30ed\u30f3\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"37,0,1,2,0\"><b data-path-to-node=\"37,0,1,2,0\" data-index-in-node=\"0\">\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30fb\u691c\u67fb\u88c5\u7f6e:<\/b> \u6700\u5148\u7aef\u306e\u56de\u8def\u3092\u30a6\u30a7\u30cf\u306b\u713c\u304d\u4ed8\u3051\u3001\u691c\u67fb\u3059\u308b\u88c5\u7f6e\uff08ASML, \u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3, \u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"37,0,1,3,0\"><b data-path-to-node=\"37,0,1,3,0\" data-index-in-node=\"0\">\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0:<\/b> \u8907\u6570\u306e\u30c1\u30c3\u30d7\u3092\u9ad8\u5bc6\u5ea6\u306b\u63a5\u5408\u3059\u308b\u6280\u8853\uff08TSMC\u306eCoWoS\u6280\u8853\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"37,1,0\"><b data-path-to-node=\"37,1,0\" data-index-in-node=\"0\">\u5f37\u307f\u3068\u5229\u70b9:<\/b> AI\u6295\u8cc7\u304c\u904e\u71b1\u3057\u3066\u3044\u308b\u6bb5\u968e\u3067\u3001\u6700\u3082\u78ba\u5b9f\u304b\u3064\u5373\u5ea7\u306b\u58f2\u4e0a\u9ad8\u30fb\u5229\u76ca\u304c\u8a08\u4e0a\u3055\u308c\u307e\u3059\u3002\u53c2\u5165\u969c\u58c1\u304c\u6975\u3081\u3066\u9ad8\u304f\u3001\u7279\u8a31\u3084\u88fd\u9020\u30ce\u30a6\u30cf\u30a6\u306b\u3088\u308b\u72ec\u5360\u72b6\u614b\u304c\u751f\u307e\u308c\u3084\u3059\u3044\u306e\u304c\u7279\u5fb4\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"37,2,0\"><b data-path-to-node=\"37,2,0\" data-index-in-node=\"0\">\u6295\u8cc7\u30ea\u30b9\u30af:<\/b> <b data-path-to-node=\"37,2,0\" data-index-in-node=\"7\">\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\uff08\u666f\u6c17\u5faa\u74b0\uff09\u306e\u5f71\u97ff\u3092\u53d7\u3051\u308b\u70b9<\/b>\u3067\u3059\u3002\u9867\u5ba2\u3067\u3042\u308bIT\u5de8\u982d\uff08\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff09\u306e\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u304c\u4e00\u5de1\u30fb\u6e1b\u901f\u3059\u308b\u3068\u3001\u9700\u8981\u304c\u4e00\u6642\u7684\u306b\u6025\u6e1b\uff08\u8abf\u6574\u5c40\u9762\uff09\u3059\u308b\u30ea\u30b9\u30af\u3092\u5e38\u306b\u62b1\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"38\">\u30ec\u30a4\u30e4\u30fc2\uff1a\u30af\u30e9\u30a6\u30c9\u30fb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30a4\u30f3\u30d5\u30e9\uff08\u30a4\u30f3\u30d5\u30e9\u5c64\uff09<\/h3>\n<p data-path-to-node=\"39\">AI\u306e\u5b66\u7fd2\u3084\u63a8\u8ad6\u3092\u5b9f\u884c\u3059\u308b\u305f\u3081\u306e\u7269\u7406\u7684\u306a\u65bd\u8a2d\u3068\u3001\u305d\u308c\u3092\u7a3c\u50cd\u3055\u305b\u308b\u57fa\u76e4\u30a4\u30f3\u30d5\u30e9\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"40\">\n<li>\n<p data-path-to-node=\"40,0,0\"><b data-path-to-node=\"40,0,0\" data-index-in-node=\"0\">\u69cb\u6210\u8981\u7d20:<\/b><\/p>\n<ul data-path-to-node=\"40,0,1\">\n<li>\n<p data-path-to-node=\"40,0,1,0,0\"><b data-path-to-node=\"40,0,1,0,0\" data-index-in-node=\"0\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc:<\/b> \u5de8\u5927\u306a\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u63d0\u4f9b\u3059\u308b\u4f01\u696d\uff08Amazon AWS, Microsoft Azure, Google Cloud\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"40,0,1,1,0\"><b data-path-to-node=\"40,0,1,1,0\" data-index-in-node=\"0\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4e8b\u696d\u8005\u30fbAI\u30b5\u30fc\u30d0\u30fc:<\/b> \u30b5\u30fc\u30d0\u30fc\u7fa4\u3092\u30e9\u30c3\u30af\u306b\u53ce\u3081\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3092\u63d0\u4f9b\u3059\u308b\u4e8b\u696d\u8005\u304a\u3088\u3073\u6a5f\u5668\u30e1\u30fc\u30ab\u30fc\uff08DELL, Super Micro Computer\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"40,0,1,2,0\"><b data-path-to-node=\"40,0,1,2,0\" data-index-in-node=\"0\">\u30a8\u30cd\u30eb\u30ae\u30fc\u30fb\u96fb\u529b\u8a2d\u5099\u30fb\u51b7\u5374\u30b7\u30b9\u30c6\u30e0:<\/b> AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u81a8\u5927\u306a\u96fb\u529b\u6d88\u8cbb\u306b\u5fdc\u3048\u308b\u767a\u96fb\u30fb\u9001\u96fb\u8a2d\u5099\u3084\u3001\u767a\u71b1\u3059\u308b\u30b5\u30fc\u30d0\u30fc\u3092\u51b7\u3084\u3059\u6db2\u51b7\uff08Liquid Cooling\uff09\u30b7\u30b9\u30c6\u30e0\u4f01\u696d\uff08Vertiv, \u5857\u6599\u30fb\u5316\u5b66\u30e1\u30fc\u30ab\u30fc\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"40,1,0\"><b data-path-to-node=\"40,1,0\" data-index-in-node=\"0\">\u5f37\u307f\u3068\u5229\u70b9:<\/b> \u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306f\u5b9a\u984d\u8ab2\u91d1\uff08\u30b5\u30d6\u30b9\u30af\u30ea\u30d7\u30b7\u30e7\u30f3\uff09\u3084\u5f93\u91cf\u8ab2\u91d1\u30e2\u30c7\u30eb\u304c\u4e2d\u5fc3\u3067\u3042\u308a\u3001\u4e00\u5ea6\u69cb\u7bc9\u3059\u308c\u3070\u9577\u671f\u7684\u304b\u3064\u5b89\u5b9a\u7684\u306a\u30b9\u30c8\u30c3\u30af\u53ce\u5165\uff08\u7d99\u7d9a\u53ce\u5165\uff09\u304c\u898b\u8fbc\u3081\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"40,2,0\"><b data-path-to-node=\"40,2,0\" data-index-in-node=\"0\">\u6295\u8cc7\u30ea\u30b9\u30af:<\/b> \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d\u306b\u306f\u6570\u5146\u5186\u5358\u4f4d\u306e\u5de8\u984d\u306a\u8cc7\u672c\u7684\u652f\u51fa\uff08CapEx\uff09\u304c\u5fc5\u8981\u3067\u3059\u3002\u96fb\u529b\u4e0d\u8db3\u3084\u571f\u5730\u306e\u4e0d\u8db3\u306b\u3088\u308b\u958b\u767a\u9045\u5ef6\u3001\u6295\u8cc7\u56de\u53ce\u671f\u9593\u306e\u9577\u671f\u5316\u304c\u61f8\u5ff5\u6750\u6599\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"41\">\u30ec\u30a4\u30e4\u30fc3\uff1a\u57fa\u76e4\u30e2\u30c7\u30eb\u30fb\u958b\u767a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff08\u30e2\u30c7\u30eb\u5c64\uff09<\/h3>\n<p data-path-to-node=\"42\">LLM\u306a\u3069\u306e\u300cAI\u306e\u982d\u8133\u300d\u305d\u306e\u3082\u306e\u3092\u958b\u767a\u3057\u3001API\uff08\u5916\u90e8\u9023\u643a\u6a5f\u80fd\uff09\u306a\u3069\u3092\u901a\u3058\u3066\u63d0\u4f9b\u3059\u308b\u968e\u5c64\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"43\">\n<li>\n<p data-path-to-node=\"43,0,0\"><b data-path-to-node=\"43,0,0\" data-index-in-node=\"0\">\u4e3b\u8981\u30d7\u30ec\u30a4\u30e4\u30fc:<\/b> OpenAI, Alphabet(Google), Meta, Anthropic\u306a\u3069\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"43,1,0\"><b data-path-to-node=\"43,1,0\" data-index-in-node=\"0\">\u5f37\u307f\u3068\u5229\u70b9:<\/b> \u81ea\u793e\u306e\u30e2\u30c7\u30eb\u304c\u4e16\u754c\u6a19\u6e96\uff08\u30c7\u30d5\u30a1\u30af\u30c8\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\uff09\u3068\u306a\u308c\u3070\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30de\u30fc\u3068\u3057\u3066\u81a8\u5927\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u652f\u914d\u3057\u3001\u83ab\u5927\u306a\u30ed\u30a4\u30e4\u30ea\u30c6\u30a3\u3084\u5229\u7528\u6599\u3092\u7372\u5f97\u3067\u304d\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"43,2,0\"><b data-path-to-node=\"43,2,0\" data-index-in-node=\"0\">\u6295\u8cc7\u30ea\u30b9\u30af:<\/b> <b data-path-to-node=\"43,2,0\" data-index-in-node=\"7\">\u6700\u3082\u7af6\u4e89\u304c\u6fc0\u3057\u304f\u3001\u83ab\u5927\u306a\u30b3\u30b9\u30c8\u304c\u304b\u304b\u308b\u300c\u6d88\u8017\u6226\u300d\u306e\u30ec\u30a4\u30e4\u30fc<\/b>\u3067\u3059\u3002\u30e2\u30c7\u30eb\u306e\u5b66\u7fd2\u306b\u306f\u6570\u767e\u5104\u5186\u301c\u6570\u5343\u5104\u5186\u5358\u4f4d\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u8cbb\u7528\u304c\u304b\u304b\u308b\u4e0a\u3001\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9\u30e2\u30c7\u30eb\uff08Meta\u306eLlama\u306a\u3069\uff09\u306e\u53f0\u982d\u306b\u3088\u308a\u3001\u30e2\u30c7\u30eb\u5229\u7528\u6599\u306e\u683c\u5b89\u5316\uff08\u4fa1\u683c\u7834\u58ca\uff09\u304c\u8d77\u304d\u3066\u5229\u76ca\u7387\u304c\u5727\u8feb\u3055\u308c\u308b\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"44\">\u30ec\u30a4\u30e4\u30fc4\uff1a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u696d\u52d9\u6d3b\u7528\uff08\u5fdc\u7528\u5c64\uff09<\/h3>\n<p data-path-to-node=\"45\">\u958b\u767a\u3055\u308c\u305fAI\u30e2\u30c7\u30eb\u3092\u3001\u4f01\u696d\u3084\u500b\u4eba\u304c\u4f7f\u3044\u3084\u3059\u3044\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3084\u30b7\u30b9\u30c6\u30e0\u306b\u7d44\u307f\u8fbc\u3093\u3067\u63d0\u4f9b\u3059\u308b\u6700\u4e0a\u6d41\u306e\u30ec\u30a4\u30e4\u30fc\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"46\">\n<li>\n<p data-path-to-node=\"46,0,0\"><b data-path-to-node=\"46,0,0\" data-index-in-node=\"0\">\u69cb\u6210\u8981\u7d20:<\/b><\/p>\n<ul data-path-to-node=\"46,0,1\">\n<li>\n<p data-path-to-node=\"46,0,1,0,0\"><b data-path-to-node=\"46,0,1,0,0\" data-index-in-node=\"0\">\u5927\u624bSaaS\u30d9\u30f3\u30c0\u30fc:<\/b> \u65e2\u5b58\u306e\u30d3\u30b8\u30cd\u30b9\u30c4\u30fc\u30eb\u306bAI\u3092\u7d71\u5408\u3059\u308b\u4f01\u696d\uff08Microsoft 365 Copilot, Salesforce Einstein, Adobe Firefly\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"46,0,1,1,0\"><b data-path-to-node=\"46,0,1,1,0\" data-index-in-node=\"0\">\u30b7\u30b9\u30c6\u30e0\u30a4\u30f3\u30c6\u30b0\u30ec\u30fc\u30bf\u30fc\uff08SIer\uff09\/ IT\u30b3\u30f3\u30b5\u30eb:<\/b> \u4f01\u696d\u306e\u500b\u5225\u306e\u696d\u52d9\u306b\u5408\u308f\u305b\u3066AI\u3092\u6700\u9069\u5316\u30fb\u5c0e\u5165\u652f\u63f4\u3059\u308b\u4f01\u696d\uff08\u5bcc\u58eb\u901a, NTT\u30c7\u30fc\u30bf, Accenture\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"46,0,1,2,0\"><b data-path-to-node=\"46,0,1,2,0\" data-index-in-node=\"0\">\u30d5\u30a3\u30b8\u30ab\u30ebAI\u30e1\u30fc\u30ab\u30fc:<\/b> \u30ed\u30dc\u30c3\u30c8\u3084\u6a5f\u5668\u306bAI\u3092\u7d44\u307f\u8fbc\u3080\u30e1\u30fc\u30ab\u30fc\uff08\u30d5\u30a1\u30ca\u30c3\u30af, \u30ad\u30fc\u30a8\u30f3\u30b9\u306a\u3069\uff09\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"46,1,0\"><b data-path-to-node=\"46,1,0\" data-index-in-node=\"0\">\u5f37\u307f\u3068\u5229\u70b9:<\/b> \u9867\u5ba2\u306e\u5b9f\u969b\u306e\u696d\u52d9\u30d5\u30ed\u30fc\u306b\u5165\u308a\u8fbc\u3080\u305f\u3081\u3001\u89e3\u7d04\u7387\u304c\u4f4e\u304f\u3001\u9ad8\u3044\u9867\u5ba2\u7c98\u7740\u6027\uff08\u30ed\u30c3\u30af\u30a4\u30f3\u52b9\u679c\uff09\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002\u8a2d\u5099\u6295\u8cc7\u304c\u5c11\u306a\u304f\u3066\u6e08\u3080\u305f\u3081\u3001\u6210\u529f\u3057\u305f\u969b\u306e\u30a2\u30bb\u30c3\u30c8\u30e9\u30a4\u30c8\u306a\u9ad8\u53ce\u76ca\u69cb\u9020\u304c\u9b45\u529b\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"46,2,0\"><b data-path-to-node=\"46,2,0\" data-index-in-node=\"0\">\u6295\u8cc7\u30ea\u30b9\u30af:<\/b> \u5358\u306b\u300cAI\u6a5f\u80fd\u3092\u3064\u3051\u307e\u3057\u305f\u300d\u3068\u3044\u3046\u3060\u3051\u3067\u306f\u5dee\u5225\u5316\u3067\u304d\u305a\u3001\u9867\u5ba2\u304c\u8ffd\u52a0\u6599\u91d1\u3092\u6255\u3046\u4fa1\u5024\uff08ROI: \u6295\u8cc7\u5bfe\u52b9\u679c\uff09\u3092\u611f\u3058\u306a\u3051\u308c\u3070\u53ce\u76ca\u5316\u306b\u3064\u306a\u304c\u3089\u306a\u3044\u3068\u3044\u3046\u70b9\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<div class=\"xcd-attention-6 xcd-col5 xcd-ripple\">\n<div class=\"xcd-title-wrap\">\n<div class=\"xcd-title\"><span>\u3042\u306a\u305f\u306b\u672c\u5f53\u306b\u9069\u3057\u305f\u6295\u8cc7\u306f\u3069\u308c\uff1f<\/span><\/div>\n<\/div>\n<div class=\"xcd-content\">\n<p><span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u3067\u53ce\u5165\u3092\u5f97\u305f\u3044\u3001\u8cc7\u7523\u3092\u5897\u3084\u3057\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u30ea\u30b9\u30af\u306f\u3067\u304d\u308b\u3060\u3051\u6291\u3048\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6295\u8cc7\u5148\u306e\u898b\u6975\u3081\u65b9\u3092\u77e5\u308a\u305f\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u6210\u529f\u3057\u3066\u3044\u308b\u6295\u8cc7\u5bb6\u3068\u63a5\u70b9\u304c\u6b32\u3057\u3044\u3000YES or NO<\/strong><\/span><br \/>\n<span style=\"font-size: 12pt;\"><strong>\u30fb\u7269\u4fa1\u4e0a\u6607\u3078\u306e\u5bfe\u7b56\u306b\u306f\u6295\u8cc7\u304c\u5fc5\u8981\u3068\u8003\u3048\u3066\u3044\u308b\u3000YES or NO<\/strong><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\"><strong>\u2192\u3000YES\u304c\uff13\u3064\u4ee5\u4e0a\u3060\u3063\u305f\u65b9\u306f\u3001\u3053\u3061\u3089\u3092\u30af\u30ea\u30c3\u30af<\/strong><\/a><\/span><\/p>\n<\/div>\n<\/div>\n<h2 data-path-to-node=\"48\">\u7b2c3\u7ae0\uff1a\u65e5\u7c73\u306e\u4ee3\u8868\u7684\u9298\u67c4\u306e\u6df1\u6398\u308a\u500b\u5225\u5206\u6790<\/h2>\n<p data-path-to-node=\"49\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u3092\u8e0f\u307e\u3048\u305f\u4e0a\u3067\u3001\u5e02\u5834\u3067\u5727\u5012\u7684\u306a\u5b58\u5728\u611f\u3092\u6301\u3064\u7c73\u56fd\u682a\u304a\u3088\u3073\u65e5\u672c\u682a\u306e\u4e3b\u8981\u9298\u67c4\u306b\u3064\u3044\u3066\u3001\u305d\u306e\u30d3\u30b8\u30cd\u30b9\u30e2\u30c7\u30eb\u3001\u7af6\u4e89\u512a\u4f4d\u6027\u3001\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u8a73\u3057\u304f\u5206\u6790\u3057\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"50\">\u7c73\u56fd\u5e02\u5834\u306e\u4ee3\u8868\u7684\u9298\u67c4<\/h3>\n<p data-path-to-node=\"51\">\u7c73\u56fd\u5e02\u5834\u306e\u7279\u5fb4\u306f\u3001\u4e16\u754c\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u652f\u914d\u3059\u308b\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\u3068\u3001\u534a\u5c0e\u4f53\u306e\u30c8\u30c3\u30d7\u4f01\u696d\u304c\u5727\u5012\u7684\u306a\u30b7\u30a7\u30a2\u3092\u63e1\u3063\u3066\u3044\u308b\u70b9\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"52\">1. \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVIDIA \/ \u30c6\u30a3\u30c3\u30ab\u30fc: NVDA\uff09<\/h4>\n<ul data-path-to-node=\"53\">\n<li>\n<p data-path-to-node=\"53,0,0\"><b data-path-to-node=\"53,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc1\uff08\u534a\u5c0e\u4f53\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"53,1,0\"><b data-path-to-node=\"53,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"53,1,0\">\u5358\u306a\u308b\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\uff08GPU\uff09\u30e1\u30fc\u30ab\u30fc\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u540c\u793e\u306e\u771f\u306e\u5f37\u307f\u306f\u30012006\u5e74\u304b\u3089\u63d0\u4f9b\u3092\u958b\u59cb\u3057\u305f\u4e26\u5217\u8a08\u7b97\u7528\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u958b\u767a\u74b0\u5883\u300cCUDA\uff08\u30af\u30fc\u30c0\uff09\u300d\u306b\u3042\u308a\u307e\u3059\u3002\u4e16\u754c\u4e2d\u306e\u6570\u767e\u4e07\u4eba\u306e\u7814\u7a76\u8005\u3084\u30a8\u30f3\u30b8\u30cb\u30a2\u304cCUDA\u3092\u30d9\u30fc\u30b9\u306bAI\u30e2\u30c7\u30eb\u3092\u958b\u767a\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4ed6\u793e\u88fd\u30c1\u30c3\u30d7\uff08AMD\u3084Google\u306eTPU\u306a\u3069\uff09\u3078\u306e\u4e57\u308a\u63db\u3048\u304c\u6975\u3081\u3066\u56f0\u96e3\u306a\u300c\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5916\u90e8\u6027\uff08\u5f37\u529b\u306a\u53c2\u5165\u969c\u58c1\uff09\u300d\u304c\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"53,2,0\"><b data-path-to-node=\"53,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"53,2,0\">\u300cHopper\u300d\u4e16\u4ee3\u304b\u3089\u300cBlackwell\u300d\u3001\u3055\u3089\u306b\u300cRubin\u300d\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u7d76\u3048\u9593\u306a\u3044\u9032\u5316\u3002\u52a0\u3048\u3066\u3001\u5358\u4f53\u306eGPU\u8ca9\u58f2\u3060\u3051\u3067\u306a\u304f\u3001\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u5168\u4f53\u3092\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3084\u51b7\u5374\u6a5f\u69cb\u3054\u3068\u7d71\u5408\u3057\u3066\u63d0\u4f9b\u3059\u308b\u300cDGX\u30b7\u30b9\u30c6\u30e0\u300d\u3078\u306e\u30b7\u30d5\u30c8\u306b\u3088\u308a\u3001\u9867\u5ba2\u3042\u305f\u308a\u306e\u5e73\u5747\u5358\u4fa1\uff08\u5358\u4fa1\u4e0a\u6607\uff09\u3068\u5229\u76ca\u7387\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"54\">2. \u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\uff08Microsoft \/ \u30c6\u30a3\u30c3\u30ab\u30fc: MSFT\uff09<\/h4>\n<ul data-path-to-node=\"55\">\n<li>\n<p data-path-to-node=\"55,0,0\"><b data-path-to-node=\"55,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc2, 3, 4\uff08\u5782\u76f4\u7d71\u5408\u578b\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"55,1,0\"><b data-path-to-node=\"55,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"55,1,0\">OpenAI\u3068\u306e\u6226\u7565\u7684\u63d0\u643a\uff08\u8cc7\u672c\u30fb\u6280\u8853\u63d0\u643a\uff09\u3092\u8ef8\u306b\u3001\u30a4\u30f3\u30d5\u30e9\u304b\u3089\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u307e\u3067\u3092\u5b8c\u74a7\u306b\u5782\u76f4\u7d71\u5408\u3057\u3066\u3044\u307e\u3059\u3002\u4f01\u696d\u5411\u3051\u30af\u30e9\u30a6\u30c9\u300cAzure\u300d\u4e0a\u306bOpenAI\u306e\u30e2\u30c7\u30eb\u3092\u7d44\u307f\u8fbc\u3093\u3060\u300cAzure OpenAI Service\u300d\u3092\u63d0\u4f9b\u3057\u3001\u6cd5\u4eba\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5e02\u5834\u3092\u72ec\u5360\u7684\u306b\u958b\u62d3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"55,2,0\"><b data-path-to-node=\"55,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"55,2,0\">\u4e16\u754c\u4e2d\u306e\u4f01\u696d\u3067\u65e2\u306b\u30a4\u30f3\u30d5\u30e9\u3068\u3057\u3066\u4f7f\u308f\u308c\u3066\u3044\u308b\u300cMicrosoft 365\uff08Word, Excel, Teams\u306a\u3069\uff09\u300d\u306b\u751f\u6210AI\u3092\u878d\u5408\u3055\u305b\u305f\u300cCopilot\u300d\u306e\u6709\u6599\u30aa\u30d7\u30b7\u30e7\u30f3\u5316\u3002\u3055\u3089\u306b\u3001\u4f01\u696d\u306e\u696d\u52d9\u624b\u9806\u3092\u81ea\u5f8b\u51e6\u7406\u3059\u308b\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u6a5f\u80fd\u300d\u306e\u5b9f\u88c5\u306b\u3088\u308a\u3001\u30a2\u30bb\u30c3\u30c8\u30e9\u30a4\u30c8\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u53ce\u5165\u306e\u52a0\u901f\u5ea6\u7684\u306a\u5897\u52a0\u304c\u898b\u8fbc\u307e\u308c\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"56\">3. \u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\uff08Alphabet \/ \u30c6\u30a3\u30c3\u30ab\u30fc: GOOGL\uff09<\/h4>\n<ul data-path-to-node=\"57\">\n<li>\n<p data-path-to-node=\"57,0,0\"><b data-path-to-node=\"57,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc2, 3, 4\uff08\u5782\u76f4\u7d71\u5408\u578b\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"57,1,0\"><b data-path-to-node=\"57,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"57,1,0\">\u691c\u7d22\u30a8\u30f3\u30b8\u30f3\u300cGoogle Search\u300d\u3001\u52d5\u753b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cYouTube\u300d\u3001\u30b9\u30de\u30dbOS\u300cAndroid\u300d\u306a\u3069\u3001\u5730\u7403\u4e0a\u3067\u6700\u3082\u5e83\u7bc4\u306a\u30e6\u30fc\u30b6\u30fc\u63a5\u70b9\u3068\u81a8\u5927\u306a\u72ec\u81ea\u30c7\u30fc\u30bf\u3092\u4fdd\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u72ec\u81ea\u958b\u767a\u306e\u30de\u30eb\u30c1\u30e2\u30fc\u30c0\u30eb\u30e2\u30c7\u30eb\u300cGemini\u300d\u3068\u3001AI\u5c02\u7528\u81ea\u793e\u30c1\u30c3\u30d7\u300cTPU\uff08Tensor Processing Unit\uff09\u300d\u3092\u81ea\u793e\u5185\u3067\u5185\u88fd\u5316\u3057\u3066\u304a\u308a\u3001\u30b3\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u9762\u3067\u5f37\u3044\u512a\u4f4d\u6027\u3092\u6301\u3061\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"57,2,0\"><b data-path-to-node=\"57,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"57,2,0\">\u691c\u7d22\u30a8\u30f3\u30b8\u30f3\u3078\u306e\u300cAI Overviews\uff08\u751f\u6210AI\u306b\u3088\u308b\u691c\u7d22\u7d50\u679c\u8981\u7d04\uff09\u300d\u306e\u5c0e\u5165\u306b\u3088\u308b\u5e83\u544a\u53ce\u76ca\u7387\u5411\u4e0a\u3068\u3001Google Cloud\u4e8b\u696d\u306b\u304a\u3051\u308bAI\u6848\u4ef6\u306e\u62e1\u5927\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"58\">4. \u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\uff08Palantir Technologies \/ \u30c6\u30a3\u30c3\u30ab\u30fc: PLTR\uff09<\/h4>\n<ul data-path-to-node=\"59\">\n<li>\n<p data-path-to-node=\"59,0,0\"><b data-path-to-node=\"59,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc4\uff08\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"59,1,0\"><b data-path-to-node=\"59,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"59,1,0\">\u7c73\u56fd\u653f\u5e9c\u30fb\u8ecd\u4e8b\u6a5f\u95a2\u5411\u3051\u306e\u30c7\u30fc\u30bf\u5206\u6790\u57fa\u76e4\u304b\u3089\u30b9\u30bf\u30fc\u30c8\u3057\u305f\u4f01\u696d\u3067\u3059\u3002\u6700\u5927\u306e\u5f37\u307f\u306f\u3001\u4f01\u696d\u5185\u306b\u5206\u6563\u3059\u308b\u30d0\u30e9\u30d0\u30e9\u306e\u8d85\u5927\u91cf\u30c7\u30fc\u30bf\u3092\u7d71\u5408\u3057\u3001AI\u304c\u7406\u89e3\u30fb\u5224\u65ad\u3067\u304d\u308b\u5f62\u5f0f\u306b\u5909\u63db\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cAIP\uff08Artificial Intelligence Platform\uff09\u300d\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"59,2,0\"><b data-path-to-node=\"59,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"59,2,0\">\u6c11\u9593\u4f01\u696d\uff08\u6c11\u9593\u90e8\u9580\uff09\u306b\u304a\u3051\u308b\u7206\u767a\u7684\u306a\u9700\u8981\u62e1\u5927\u3002\u6570\u65e5\u3067\u9867\u5ba2\u4f01\u696d\u306e\u81ea\u793e\u30c7\u30fc\u30bf\u3092\u7528\u3044\u305fAI\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u3092\u69cb\u7bc9\u3059\u308b\u300c\u30d6\u30fc\u30c8\u30ad\u30e3\u30f3\u30d7\uff08\u4f53\u9a13\u578b\u30bb\u30fc\u30eb\u30b9\uff09\u300d\u624b\u6cd5\u304c\u529f\u3092\u594f\u3057\u3001\u5546\u7528\u9867\u5ba2\u6570\u30fb\u58f2\u4e0a\u9ad8\u304c\u6025\u901f\u306b\u4f38\u3073\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"61\">\u65e5\u672c\u5e02\u5834\u306e\u4ee3\u8868\u7684\u9298\u67c4<\/h3>\n<p data-path-to-node=\"62\">\u65e5\u672c\u4f01\u696d\u306f\u3001\u4e16\u754c\u5e02\u5834\u3092\u652f\u3048\u308b\u300c\u8d85\u9ad8\u6027\u80fd\u306a\u88fd\u9020\u88c5\u7f6e\u30fb\u6750\u6599\u300d<b data-path-to-node=\"62\" data-index-in-node=\"28\">\u3084\u3001\u5c11\u5b50\u9ad8\u9f62\u5316\u3092\u89e3\u6c7a\u3059\u308b<\/b>\u300c\u7523\u696d\u7528\u30ed\u30dc\u30c3\u30c8\uff08\u30d5\u30a3\u30b8\u30ab\u30ebAI\uff09\u300d<b data-path-to-node=\"62\" data-index-in-node=\"58\">\u3001\u305d\u3057\u3066\u56fd\u5185\u4f01\u696d\u306eDX\u3092\u652f\u3048\u308b<\/b>\u300cIT\u30b5\u30fc\u30d3\u30b9\u300d\u306b\u5f37\u529b\u306a\u9298\u67c4\u304c\u5b58\u5728\u3057\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"63\">1. \u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09<\/h4>\n<ul data-path-to-node=\"64\">\n<li>\n<p data-path-to-node=\"64,0,0\"><b data-path-to-node=\"64,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc1\uff08\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"64,1,0\"><b data-path-to-node=\"64,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"64,1,0\">\u534a\u5c0e\u4f53\u306e\u88fd\u9020\u30d7\u30ed\u30bb\u30b9\u306b\u304a\u3044\u3066\u3001\u30a6\u30a8\u30cf\u4e0a\u306b\u8584\u819c\u3092\u5f62\u6210\u3059\u308b\u300c\u6210\u819c\u88c5\u7f6e\u300d\u3084\u3001\u4e0d\u8981\u306a\u90e8\u5206\u3092\u524a\u308a\u53d6\u308b\u300c\u30a8\u30c3\u30c1\u30f3\u30b0\u88c5\u7f6e\u300d\u3001\u5857\u5e03\u30fb\u73fe\u50cf\u88c5\u7f6e\uff08\u30b3\u30fc\u30bf\u30fb\u30c7\u30d9\u30ed\u30c3\u30d1\u30fc\uff09\u306a\u3069\u3067\u4e16\u754c\u30c8\u30c3\u30d7\u30b7\u30a7\u30a2\u3092\u8a87\u308b\u7dcf\u5408\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"64,2,0\"><b data-path-to-node=\"64,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"64,2,0\">AI\u5411\u3051\u6700\u5148\u7aef\u534a\u5c0e\u4f53\uff083\u30ca\u30ce\u30e1\u30fc\u30c8\u30eb\u4ee5\u4e0b\u306e\u30ed\u30b8\u30c3\u30af\u30c1\u30c3\u30d7\u3084\u3001\u8d85\u591a\u5c64\u5316\u3059\u308bHBM\u30e1\u30e2\u30ea\u30fc\uff09\u306e\u88fd\u9020\u306b\u306f\u3001\u540c\u793e\u306e\u6975\u3081\u3066\u7cbe\u5bc6\u306a\u679a\u8449\u30a8\u30c3\u30c1\u30f3\u30b0\u30fb\u6d17\u6d44\u6280\u8853\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u8981\u306e\u5897\u5927\u306b\u4f34\u3046\u4e16\u754c\u7684\u306a\u8a2d\u5099\u6295\u8cc7\u306e\u6069\u6075\u3092\u30c0\u30a4\u30ec\u30af\u30c8\u306b\u53d7\u3051\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"65\">2. \u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\uff086920\uff09<\/h4>\n<ul data-path-to-node=\"66\">\n<li>\n<p data-path-to-node=\"66,0,0\"><b data-path-to-node=\"66,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc1\uff08\u691c\u67fb\u88c5\u7f6e\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"66,1,0\"><b data-path-to-node=\"66,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"66,1,0\">\u6700\u5148\u7aef\u306e\u5fae\u7d30\u306a\u56de\u8def\u3092\u713c\u304d\u4ed8\u3051\u308b\u300cEUV\uff08\u6975\u7aef\u7d2b\u5916\u7dda\uff09\u9732\u5149\u6280\u8853\u300d\u3092\u7528\u3044\u305f\u534a\u5c0e\u4f53\u88fd\u9020\u306b\u304a\u3044\u3066\u3001\u305d\u306e\u539f\u7248\u3068\u306a\u308b\u300cEUV\u30de\u30b9\u30af\u300d\u306e\u6b20\u9665\u3092\u691c\u67fb\u3059\u308b\u88c5\u7f6e\u3067\u5e02\u5834\u30b7\u30a7\u30a2100%\uff08\u72ec\u5360\uff09\u3092\u8a87\u308b\u30cb\u30c3\u30c1\u30c8\u30c3\u30d7\u4f01\u696d\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"66,2,0\"><b data-path-to-node=\"66,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"66,2,0\">NVIDIA\u306eGPU\u3084Apple\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u306a\u3069\u3092\u88fd\u9020\u3059\u308b\u53f0\u6e7eTSMC\u306a\u3069\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\uff08\u53d7\u8a17\u88fd\u9020\u4f01\u696d\uff09\u304c\u6700\u5148\u7aef\u30d7\u30ed\u30bb\u30b9\u3092\u66f4\u65b0\u3057\u7d9a\u3051\u308b\u9650\u308a\u3001\u30ec\u30fc\u30b6\u30fc\u30c6\u30c3\u30af\u306e\u691c\u67fb\u88c5\u7f6e\u306f\u7d76\u5bfe\u306b\u5916\u305b\u306a\u3044\u5fc5\u9808\u30a4\u30f3\u30d5\u30e9\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"67\">3. \u30d5\u30a1\u30ca\u30c3\u30af\uff086954\uff09<\/h4>\n<ul data-path-to-node=\"68\">\n<li>\n<p data-path-to-node=\"68,0,0\"><b data-path-to-node=\"68,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> 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data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"68,2,0\">\u300c\u30d5\u30a3\u30b8\u30ab\u30ebAI\u300d\u306e\u793e\u4f1a\u5b9f\u88c5\u306b\u304a\u3051\u308b\u672c\u547d\u9298\u67c4\u3067\u3059\u3002NVIDIA\u306e\u300cOmniverse\uff08\u30c7\u30b8\u30bf\u30eb\u30c4\u30a4\u30f3\u7a7a\u9593\uff09\u300d\u3092\u6d3b\u7528\u3057\u305f\u30b7\u30df\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u6280\u8853\u3084AI\u5236\u5fa1\u30e2\u30c7\u30eb\u3092\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u3001\u4eba\u9593\u3068\u4e26\u3093\u3067\u4f5c\u696d\u3059\u308b\u5354\u50cd\u30ed\u30dc\u30c3\u30c8\u3084\u3001\u81ea\u5df1\u5b66\u7fd2\u3057\u3066\u7d44\u307f\u7acb\u3066\u7cbe\u5ea6\u3092\u4e0a\u3052\u308b\u81ea\u5f8b\u578b\u30ed\u30dc\u30c3\u30c8\u3092\u5c55\u958b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"69\">4. \u5bcc\u58eb\u901a\uff086702\uff09<\/h4>\n<ul data-path-to-node=\"70\">\n<li>\n<p data-path-to-node=\"70,0,0\"><b data-path-to-node=\"70,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc4\uff08IT\u30b5\u30fc\u30d3\u30b9\u30fbSIer\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"70,1,0\"><b data-path-to-node=\"70,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"70,1,0\">\u65e5\u672c\u56fd\u5185\u306e\u5b98\u516c\u5e81\u3001\u91d1\u878d\u6a5f\u95a2\u3001\u5927\u624b\u88fd\u9020\u696d\u306e\u57fa\u5e79\u30b7\u30b9\u30c6\u30e0\u3092\u9577\u5e74\u652f\u3048\u3066\u304d\u305f\u56fd\u5185\u30c8\u30c3\u30d7\u30af\u30e9\u30b9\u306eIT\u30b5\u30fc\u30d3\u30b9\u4f01\u696d\u3067\u3059\u3002AI\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cFujitsu Kozuchi\u300d\u3092\u63d0\u4f9b\u3057\u3001\u4f01\u696d\u5411\u3051\u306b\u5b89\u5168\u3067\u9ad8\u5ea6\u306aAI\u6d3b\u7528\u74b0\u5883\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"70,2,0\"><b data-path-to-node=\"70,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"70,2,0\">\u65e5\u672c\u306e\u6df1\u523b\u306aIT\u4eba\u6750\u4e0d\u8db3\u3068DX\u9700\u8981\u3092\u80cc\u666f\u306b\u3001\u5358\u306a\u308b\u53d7\u8a17\u958b\u767a\u304b\u3089\u300cAI\u3092\u6d3b\u7528\u3057\u305f\u9ad8\u7c97\u5229\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u578b\u30d3\u30b8\u30cd\u30b9\u300d\u3078\u3068\u4e8b\u696d\u69cb\u9020\u306e\u8ee2\u63db\uff08\u30d1\u30fc\u30d1\u30b9\u8d77\u70b9\u306e\u30ea\u30d6\u30e9\u30f3\u30c7\u30a3\u30f3\u30b0\uff09\u3092\u9032\u3081\u3066\u304a\u308a\u3001\u5229\u76ca\u7387\u306e\u6539\u5584\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"71\">5. \u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\uff083778\uff09<\/h4>\n<ul data-path-to-node=\"72\">\n<li>\n<p data-path-to-node=\"72,0,0\"><b data-path-to-node=\"72,0,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u4e0a\u306e\u4f4d\u7f6e:<\/b> \u30ec\u30a4\u30e4\u30fc2\uff08\u30af\u30e9\u30a6\u30c9\u30fb\u8a08\u7b97\u57fa\u76e4\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"72,1,0\"><b data-path-to-node=\"72,1,0\" data-index-in-node=\"0\">\u4e8b\u696d\u6982\u8981\u3068\u5727\u5012\u7684\u5f37\u307f:<\/b><\/p>\n<p data-path-to-node=\"72,1,0\">\u65e5\u672c\u56fd\u5185\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u3092\u904b\u55b6\u3059\u308b\u4f01\u696d\u3067\u3059\u3002\u7d4c\u6e08\u7523\u696d\u7701\u304b\u3089\u300c\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30b0\u30e9\u30e0\u300d\u306e\u4f9b\u7d66\u78ba\u4fdd\u8a08\u753b\u3068\u3057\u3066\u5de8\u984d\u306e\u52a9\u6210\u91d1\u3092\u53d7\u3051\u3001\u5927\u91cf\u306eNVIDIA\u88fdGPU\uff08H100\/B200\u7b49\uff09\u3092\u642d\u8f09\u3057\u305f\u300c\u5927\u898f\u6a21AI\u30af\u30e9\u30a6\u30c9\u57fa\u76e4\u300d\u306e\u6574\u5099\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"72,2,0\"><b data-path-to-node=\"72,2,0\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc:<\/b><\/p>\n<p data-path-to-node=\"72,2,0\">\u7d4c\u6e08\u5b89\u4fdd\uff08\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fc\u306e\u89b3\u70b9\u304b\u3089\u56fd\u5185\u306b\u30c7\u30fc\u30bf\u3092\u4fdd\u6301\u3059\u308b\u30ac\u30d0\u30ca\u30f3\u30b9\u8981\u4ef6\uff09\u306e\u9ad8\u307e\u308a\u3092\u53d7\u3051\u3001\u56fd\u5185\u306e\u5927\u5b66\u3001\u7814\u7a76\u6a5f\u95a2\u3001\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u4f01\u696d\u304b\u3089\u306e\u56fd\u7523AI\u8a08\u7b97\u8cc7\u6e90\u306e\u9700\u8981\u3092\u4e00\u8eab\u306b\u53d7\u3051\u308b\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u7bc9\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<div class=\"xcd-attention-1 xcd-col2 xcd-ripple\">\n<div class=\"xcd-title\"><strong>\u8cc7\u7523\u904b\u7528\u3067\u5931\u6557\u3057\u305f\u304f\u306a\u3044\u65b9\u3078<\/strong><\/div>\n<div class=\"xcd-content\"><strong>\u79c1\u305f\u3061GFS\u3067\u306f\u3001\u5b66\u6821\u3067\u306f\u6559\u3048\u3066\u3082\u3089\u3048\u306a\u304b\u3063\u305f\u304a\u91d1\u306e\u3053\u3068\u304c\u308f\u304b\u308b\u7121\u6599\u30b3\u30f3\u30c6\u30f3\u30c4\u3092\u3054\u7528\u610f\u3057\u3066\u3044\u307e\u3059\u3002<\/strong><br \/>\n<strong><span style=\"color: #0066c0;\"><a href=\"https:\/\/toushi-up.com\/ow\/05.html?utm_source=article&amp;utm_medium=cta&amp;utm_content=ueoka\" style=\"color: #0066c0;\">\u226b \u7121\u6599\u8b1b\u5ea7\uff1a\u304a\u91d1\u306e\u30d7\u30ed\u304c\u6559\u3048\u308b\u300c\u521d\u5fc3\u8005\u304c\u6bce\u6708\u53ce\u5165\u3092\u5f97\u308b\u6295\u8cc7\u306e\u59cb\u3081\u65b9\u300d<\/a><\/span><\/strong><\/div>\n<\/div>\n<h2 data-path-to-node=\"74\">\u7b2c4\u7ae0\uff1aAI\u9298\u67c4\u306e\u5272\u5b89\u6027\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09\u306e\u8003\u3048\u65b9\u3068\u5206\u6790\u30a2\u30d7\u30ed\u30fc\u30c1<\/h2>\n<p data-path-to-node=\"75\">AI\u95a2\u9023\u682a\u6295\u8cc7\u3067\u6295\u8cc7\u5bb6\u304c\u9665\u308b\u6700\u5927\u306e\u7f60\u306f\u3001\u300c\u3069\u308c\u307b\u3069\u7d20\u6674\u3089\u3057\u3044\u6210\u9577\u4f01\u696d\u3067\u3042\u3063\u3066\u3082\u3001\u8cb7\u5024\u304c\u9ad8\u3059\u304e\u308c\u3070\u5927\u304d\u306a\u640d\u3092\u3059\u308b\uff08\u30d0\u30d6\u30eb\u5d29\u58ca\u306b\u5dfb\u304d\u8fbc\u307e\u308c\u308b\uff09\u300d\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"76\">\u3057\u304b\u3057\u3001\u6025\u6210\u9577\u3059\u308bAI\u9298\u67c4\u306b\u5bfe\u3057\u3066\u3001\u4f1d\u7d71\u7684\u306a\u4fa1\u5024\u6e2c\u5b9a\uff08\u5272\u5b89\u5ea6\u6e2c\u5b9a\uff09\u306e\u5c3a\u5ea6\u3092\u305d\u306e\u307e\u307e\u5f53\u3066\u306f\u3081\u308b\u3068\u3001\u3059\u3079\u3066\u306e\u9298\u67c4\u304c\u300c\u7570\u5e38\u306a\u9ad8\u5024\u300d\u306b\u898b\u3048\u3066\u3057\u307e\u3044\u3001\u6295\u8cc7\u6a5f\u4f1a\u3092\u9003\u3057\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u3053\u3053\u3067\u306f\u3001AI\u682a\u306b\u9069\u3057\u305f\u9ad8\u5ea6\u306a\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u8003\u3048\u65b9\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-240 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c3974374368=\"\" class=\"code-block ng-tns-c3974374368-240 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:W1sicl9mYWRkNTYxYjY2MjViZWE4IiwiY184ZjUzOTM0ZjgyZmVmOTE0IixudWxsLCJyY183NGNlNDMyYjAwYmFhYzI1IixudWxsLG51bGwsImphIixudWxsLDEsbnVsbCxudWxsLDEsMF1d\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"formatted-code-block-internal-container ng-tns-c3974374368-240\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"animated-opacity ng-tns-c3974374368-240\">\n<pre _ngcontent-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-240\"><span style=\"font-size: 14pt;\"><code _ngcontent-ng-c3974374368=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3974374368-240 no-decoration-radius\">\u3010\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u6307\u6a19\u306e\u9078\u629e\u30de\u30c8\u30ea\u30af\u30b9\u3011\r\n\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u252c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\r\n\u2502 \u8d64\u5b57\u301c\u5275\u696d\u671f (\u58f2\u4e0a\u91cd\u8996)   \u2502 \u6210\u9577\u671f\u301c\u6210\u719f\u671f (\u5229\u76ca\u30fb\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u91cd\u8996)\u2502\r\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u253c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\r\n\u2502  \u2022 PSR (\u682a\u4fa1\u58f2\u4e0a\u9ad8\u500d\u7387)   \u2502  \u2022 \u4e88\u60f3PER (\u682a\u4fa1\u53ce\u76ca\u7387)                          \u2502\r\n\u2502  \u2022 ARR (\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca)      \u2502  \u2022 PEG\u30ec\u30b7\u30aa (\u6210\u9577\u6027\u3092\u52a0\u5473\u3057\u305fPER)        \u2502\r\n\u2502  \u2022 Rule of 40 (SaaS\u6307\u6a19)  \u2502  \u2022 FCF\uff08\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff09\u5229\u56de\u308a          \u2502\r\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2534\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\r\n<\/code><\/span><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<h3 data-path-to-node=\"78\">1. \u4f1d\u7d71\u7684\u6307\u6a19\u306e\u9650\u754c\u3068\u6b63\u3057\u304f\u4f7f\u3046\u305f\u3081\u306e\u4fee\u6b63<\/h3>\n<h4 data-path-to-node=\"79\">\u2460 PER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff1aPrice Earnings Ratio\uff09\u306e\u9650\u754c\u3068\u5fdc\u7528<\/h4>\n<ul data-path-to-node=\"80\">\n<li>\n<p data-path-to-node=\"80,0,0\"><b data-path-to-node=\"80,0,0\" data-index-in-node=\"0\">\u57fa\u672c\u5f0f:<\/b> <span class=\"math-inline\" data-math=\"\\text{PER} = \\frac{\\text{\u682a\u4fa1}}{\\text{1\u682a\u3042\u305f\u308a\u7d14\u5229\u76ca\uff08EPS\uff09}}\" data-index-in-node=\"5\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.03.png\" alt=\"\" width=\"433\" height=\"63\" class=\"aligncenter  wp-image-32113\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.03.png 924w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.03-300x44.png 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.03-768x111.png 768w\" sizes=\"(max-width: 433px) 100vw, 433px\" \/><\/span><\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"80,1,0\"><b data-path-to-node=\"80,1,0\" data-index-in-node=\"0\">\u554f\u984c\u70b9:<\/b> \u4e00\u822c\u7684\u306a\u65e5\u672c\u682a\u306e\u5e73\u5747PER\u306f\u7d0415\u500d\u3001\u7c73\u56fdS&amp;P500\u306e\u5e73\u5747\u306f\u7d0420\u500d\u3067\u3059\u304c\u3001\u6025\u6210\u9577\u4e2d\u306eAI\u682a\u306ePER\u306f40\u500d\u301c100\u500d\u4ee5\u4e0a\u306b\u9054\u3059\u308b\u3053\u3068\u304c\u30b6\u30e9\u306b\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u3060\u3051\u3092\u898b\u3066\u300c\u5272\u9ad8\u3060\u300d\u3068\u5207\u308a\u6368\u3066\u308b\u3068\u3001\u6700\u3082\u5927\u304d\u304f\u4e0a\u304c\u308b\u9298\u67c4\u3092\u3059\u3079\u3066\u898b\u9001\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"80,2,0\"><b data-path-to-node=\"80,2,0\" data-index-in-node=\"0\">\u89e3\u6c7a\u6cd5\uff08Forward PER\u306e\u6d3b\u7528\uff09:<\/b> \u904e\u53bb12\u30f6\u6708\u306e\u5b9f\u7e3e\u5229\u76ca\uff08Trailing PER\uff09\u3067\u306f\u306a\u304f\u3001\u300c1\u5e74\u5f8c\u30fb2\u5e74\u5f8c\u306e\u4e88\u60f3\u5229\u76ca\uff08Forward PER\uff09\u300d\u3067\u8a08\u7b97\u3057\u307e\u3059\u3002\u5229\u76ca\u304c\u6bce\u5e7450%\u305a\u3064\u6210\u9577\u3059\u308b\u4f01\u696d\u3067\u3042\u308c\u3070\u3001\u73fe\u5728\u306ePER\u304c60\u500d\u3067\u3042\u3063\u3066\u3082\u30012\u5e74\u5f8c\u306e\u5229\u76ca\u3092\u57fa\u6e96\u306b\u3059\u308c\u3070PER\u306f26.6\u500d\u307e\u3067\u4f4e\u4e0b\u3059\u308b\u305f\u3081\u3001\u5b9f\u306f\u5272\u5b89\u3067\u3042\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"81\">\u2461 PEG\u30ec\u30b7\u30aa\uff08\u30da\u30b0\u30ec\u30b7\u30aa\uff09\u306e\u5fb9\u5e95\u6d3b\u7528<\/h4>\n<p data-path-to-node=\"82\">\u9ad8\u6210\u9577\u682a\u306e\u5272\u5b89\u5ea6\u3092\u6e2c\u308b\u3046\u3048\u3067\u3001<b data-path-to-node=\"82\" data-index-in-node=\"15\">\u6700\u3082\u91cd\u8981\u306a\u6307\u6a19\u304cPEG\u30ec\u30b7\u30aa<\/b>\u3067\u3059\u3002<\/p>\n<div data-path-to-node=\"83\">\n<div class=\"math-block\" data-math=\"\\text{PEG\u30ec\u30b7\u30aa} = \\frac{\\text{PER\uff08\u500d\uff09}}{\\text{1\u682a\u3042\u305f\u308a\u5229\u76ca\uff08EPS\uff09\u306e\u6210\u9577\u7387\uff08\\%\uff09}}\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.30-1024x130.png\" alt=\"\" width=\"521\" height=\"66\" class=\"aligncenter  wp-image-32114\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.30-1024x130.png 1024w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.30-300x38.png 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.30-768x97.png 768w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.30-1536x195.png 1536w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.40.30.png 1844w\" sizes=\"(max-width: 521px) 100vw, 521px\" \/><\/div>\n<\/div>\n<ul data-path-to-node=\"84\">\n<li>\n<p data-path-to-node=\"84,0,0\"><b data-path-to-node=\"84,0,0\" data-index-in-node=\"0\">\u5224\u5b9a\u57fa\u6e96:<\/b><\/p>\n<ul data-path-to-node=\"84,0,1\">\n<li>\n<p data-path-to-node=\"84,0,1,0,0\"><b data-path-to-node=\"84,0,1,0,0\" data-index-in-node=\"0\">1.0\u500d\u672a\u6e80:<\/b> \u682a\u4fa1\u306f\u5229\u76ca\u6210\u9577\u7387\u306b\u5bfe\u3057\u3066<b data-path-to-node=\"84,0,1,0,0\" data-index-in-node=\"20\">\u5272\u5b89<\/b>\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"84,0,1,1,0\"><b data-path-to-node=\"84,0,1,1,0\" data-index-in-node=\"0\">1.0\u500d\u301c1.5\u500d:<\/b> \u6a19\u6e96\u7684\u30fb\u9069\u6b63\u6c34\u6e96\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"84,0,1,2,0\"><b data-path-to-node=\"84,0,1,2,0\" data-index-in-node=\"0\">2.0\u500d\u4ee5\u4e0a:<\/b> \u6210\u9577\u7387\u3092\u8003\u616e\u3057\u3066\u3082<b data-path-to-node=\"84,0,1,2,0\" data-index-in-node=\"17\">\u5272\u9ad8<\/b>\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<blockquote data-path-to-node=\"85\">\n<p data-path-to-node=\"85,0\"><b data-path-to-node=\"85,0\" data-index-in-node=\"0\">\u3010\u6bd4\u8f03\u8a08\u7b97\u4f8b\u3011<\/b><\/p>\n<ul data-path-to-node=\"85,1\">\n<li>\n<p data-path-to-node=\"85,1,0,0\"><b data-path-to-node=\"85,1,0,0\" data-index-in-node=\"0\">A\u793e\uff08\u6210\u719f\u4f01\u696d\uff09:<\/b> PER 15\u500d\u3001\u5229\u76ca\u6210\u9577\u7387 \u5e745% \u2192<span class=\"math-inline\" data-math=\"\\longrightarrow \\text{PEG} = \\frac{15}{5} = \\mathbf{3.0\\text{\u500d}}\" data-index-in-node=\"28\"> PEG = 15 \u00f7 5} = 3.0\u500d<\/span>\uff08\u5272\u9ad8\uff09<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"85,1,1,0\"><b data-path-to-node=\"85,1,1,0\" data-index-in-node=\"0\">B\u793e\uff08\u9ad8\u6210\u9577AI\u4f01\u696d\uff09:<\/b> PER 40\u500d\u3001\u5229\u76ca\u6210\u9577\u7387 \u5e7450% <span class=\"math-inline\" data-math=\"\\longrightarrow \\text{PEG} = \\frac{40}{50} = \\mathbf{0.8\\text{\u500d}}\" data-index-in-node=\"32\">\u2192 PEG = 40 \u00f7 50 = 0.8\u500d<\/span>\uff08\u5272\u5b89\uff09<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"85,2\">\u4e00\u898b\u3059\u308b\u3068PER40\u500d\u306eB\u793e\u306e\u65b9\u304c\u9ad8\u30ea\u30b9\u30af\u306b\u898b\u3048\u307e\u3059\u304c\u3001\u6210\u9577\u30b9\u30d4\u30fc\u30c9\u3092\u8003\u616e\u3057\u305f\u5b9f\u8cea\u7684\u306a\u8cb7\u3044\u5f97\u611f\uff08PEG\u30ec\u30b7\u30aa\uff09\u3067\u306fB\u793e\u306e\u65b9\u304c\u306f\u308b\u304b\u306b\u512a\u308c\u3066\u3044\u308b\u3053\u3068\u304c\u5206\u304b\u308a\u307e\u3059\u3002<\/p>\n<\/blockquote>\n<h3 data-path-to-node=\"86\">2. \u8d64\u5b57\u65b0\u8208\u4f01\u696d\u30fbSaaS\u4f01\u696d\u3092\u6e2c\u308b\u7279\u6b8a\u6307\u6a19<\/h3>\n<p data-path-to-node=\"87\">\u5229\u76ca\u304c\u307e\u3060\u51fa\u3066\u3044\u306a\u3044\u3001\u307e\u305f\u306fAI\u3078\u306e\u5148\u884c\u6295\u8cc7\uff08\u7814\u7a76\u958b\u767a\u8cbb\u3084\u30b5\u30fc\u30d0\u30fc\u8cbb\u7528\uff09\u3067\u610f\u56f3\u7684\u306b\u5229\u76ca\u3092\u5727\u7e2e\u3057\u3066\u3044\u308b\u82e5\u3044AI\u4f01\u696d\u3092\u8a55\u4fa1\u3059\u308b\u5834\u5408\u3001\u4ee5\u4e0b\u306e\u6307\u6a19\u3092\u7528\u3044\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"88\">\u2460 PSR\uff08\u682a\u4fa1\u58f2\u4e0a\u9ad8\u500d\u7387\uff1aPrice to Sales Ratio\uff09<\/h4>\n<div data-path-to-node=\"89\">\n<div class=\"math-block\" data-math=\"\\text{PSR} = \\frac{\\text{\u6642\u4fa1\u7dcf\u984d}}{\\text{\u5e74\u9593\u58f2\u4e0a\u9ad8}}\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.24.png\" alt=\"\" width=\"303\" height=\"96\" class=\"aligncenter  wp-image-32115\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.24.png 784w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.24-300x95.png 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.24-768x243.png 768w\" sizes=\"(max-width: 303px) 100vw, 303px\" \/><\/div>\n<\/div>\n<p data-path-to-node=\"90\">\u8d64\u5b57\u4f01\u696d\u3067\u3082\u58f2\u4e0a\u9ad8\u306f\u5fc5\u305a\u5b58\u5728\u3059\u308b\u305f\u3081\u3001\u58f2\u4e0a\u306b\u5bfe\u3057\u3066\u6642\u4fa1\u7dcf\u984d\u304c\u4f55\u500d\u307e\u3067\u8cb7\u308f\u308c\u3066\u3044\u308b\u304b\u3092\u6e2c\u308a\u307e\u3059\u3002\u4e00\u822c\u306b10\u500d\u3092\u8d85\u3048\u308b\u3068\u5272\u9ad8\u611f\u304c\u610f\u8b58\u3055\u308c\u307e\u3059\u304c\u3001\u58f2\u4e0a\u6210\u9577\u7387\u304c\u5e74\u738750%\u3092\u8d85\u3048\u308b\u3088\u3046\u306a\u8d85\u9ad8\u901f\u6210\u9577\u4f01\u696d\u3067\u306f20\u500d\u8fd1\u304f\u304c\u5bb9\u8a8d\u3055\u308c\u308b\u5c40\u9762\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"91\">\u2461 Rule of 40\uff0840%\u30eb\u30fc\u30eb\uff09<\/h4>\n<p data-path-to-node=\"92\">\u65b0\u8208\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fbSaaS\u578bAI\u4f01\u696d\u3092\u8a55\u4fa1\u3059\u308b\u696d\u754c\u6a19\u6e96\u306e\u30b4\u30fc\u30eb\u30c7\u30f3\u30eb\u30fc\u30eb\u3067\u3059\u3002<\/p>\n<div data-path-to-node=\"93\">\n<div class=\"math-block\" data-math=\"\\text{\u58f2\u4e0a\u9ad8\u6210\u9577\u7387\uff08\\%\uff09} + \\text{\u55b6\u696d\u5229\u76ca\u7387\uff08\\%\uff09} \\ge \\mathbf{40\\%}\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.51-1024x89.png\" alt=\"\" width=\"532\" height=\"46\" class=\"aligncenter  wp-image-32116\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.51-1024x89.png 1024w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.51-300x26.png 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.51-768x67.png 768w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.51-1536x133.png 1536w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.42.51.png 1704w\" sizes=\"(max-width: 532px) 100vw, 532px\" \/><\/div>\n<\/div>\n<ul data-path-to-node=\"94\">\n<li>\n<p data-path-to-node=\"94,0,0\">\u4f8b\uff1a\u58f2\u4e0a\u6210\u9577\u7387\u304c50%\u3067\u3001\u55b6\u696d\u5229\u76ca\u7387\u304c -5%\uff08\u8d64\u5b57\uff09\u306e\u5834\u5408 \u2192<span class=\"math-inline\" data-math=\"\\longrightarrow 50 + (-5) = 45\\% \\ge 40\\%\" data-index-in-node=\"31\"> 50 + (-5) = 45%\u00a0 <\/span>\u00a0\u3068\u306a\u308a\u3001\u975e\u5e38\u306b\u5065\u5168\u306a\u6210\u9577\u6295\u8cc7\u3092\u884c\u3063\u3066\u3044\u308b\u300c\u8cb7\u3044\u5019\u88dc\u300d\u3068\u8a55\u4fa1\u3067\u304d\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h3 data-path-to-node=\"95\">3. \u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5225\u306e\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u30c1\u30a7\u30c3\u30af\u30ea\u30b9\u30c8<\/h3>\n<p data-path-to-node=\"96\">\u6295\u8cc7\u3059\u308b\u9298\u67c4\u306e\u30ec\u30a4\u30e4\u30fc\u306b\u5fdc\u3058\u3066\u3001\u30c1\u30a7\u30c3\u30af\u3059\u3079\u304d\u300c\u7f60\uff08\u30ea\u30b9\u30af\u8981\u56e0\uff09\u300d\u304c\u5909\u308f\u308a\u307e\u3059\u3002<\/p>\n<ol start=\"1\" data-path-to-node=\"97\">\n<li>\n<p data-path-to-node=\"97,0,0\"><b data-path-to-node=\"97,0,0\" data-index-in-node=\"0\">\u534a\u5c0e\u4f53\u30fb\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\uff08\u30ec\u30a4\u30e4\u30fc1\uff09<\/b><\/p>\n<ul data-path-to-node=\"97,0,1\">\n<li>\n<p data-path-to-node=\"97,0,1,0,0\"><b data-path-to-node=\"97,0,1,0,0\" data-index-in-node=\"0\">\u6ce8\u610f\u70b9:<\/b> \u300c\u30b7\u30af\u30ea\u30ab\u30eb\uff08\u666f\u6c17\u5faa\u74b0\uff09\u306e\u7f60\u300d\u3002\u696d\u7e3e\u304c\u7d76\u597d\u8abf\u306e\u30d4\u30fc\u30af\u6642\u307b\u3069\u3001\u4e88\u60f3\u5229\u76ca\u304c\u81a8\u3089\u3080\u305f\u3081\u898b\u305f\u76ee\u306ePER\u304c\u4f4e\u304f\u306a\u308a\u307e\u3059\uff08\u4f8b: PER10\u500d\uff09\u3002\u3057\u304b\u3057\u3001\u305d\u3053\u304c\u30b5\u30a4\u30af\u30eb\u306e\u9802\u70b9\u3068\u306a\u308a\u3001\u305d\u306e\u5f8c\u9700\u8981\u304c\u4e00\u5de1\u3059\u308b\u3068\u682a\u4fa1\u304c\u66b4\u843d\u3059\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u300c\u53d7\u6ce8\u6b8b\u9ad8\uff08\u30d0\u30c3\u30af\u30ed\u30b0\uff09\u300d\u304c\u524d\u5e74\u540c\u671f\u6bd4\u3067\u6e1b\u3063\u3066\u3044\u306a\u3044\u304b\u3092\u5fc5\u305a\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"97,1,0\"><b data-path-to-node=\"97,1,0\" data-index-in-node=\"0\">\u5927\u624b\u30af\u30e9\u30a6\u30c9\u30fb\u30d3\u30c3\u30b0\u30c6\u30c3\u30af\uff08\u30ec\u30a4\u30e4\u30fc2\u30fb3\uff09<\/b><\/p>\n<ul data-path-to-node=\"97,1,1\">\n<li>\n<p data-path-to-node=\"97,1,1,0,0\"><b data-path-to-node=\"97,1,1,0,0\" data-index-in-node=\"0\">\u6ce8\u610f\u70b9:<\/b> \u300c\u8a2d\u5099\u6295\u8cc7\uff08CapEx\uff09\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u30d0\u30e9\u30f3\u30b9\u300d\u3002\u58f2\u4e0a\u9ad8\u306b\u5bfe\u3059\u308bCAPEX\uff08\u8a2d\u5099\u6295\u8cc7\u984d\uff09\u304c\u5927\u304d\u3059\u304e\u306a\u3044\u304b\u3001\u305d\u3057\u3066\u305d\u306e\u6295\u8cc7\u3092\u4e0a\u56de\u308b\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff08FCF\uff09\u3092\u672c\u696d\u3067\u3057\u3063\u304b\u308a\u3068\u7a3c\u304e\u51fa\u305b\u3066\u3044\u308b\u304b\u3092\u70b9\u691c\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p data-path-to-node=\"97,2,0\"><b data-path-to-node=\"97,2,0\" data-index-in-node=\"0\">\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30fbSaaS\uff08\u30ec\u30a4\u30ec\u30a4\u30e4\u30fc4\uff09<\/b><\/p>\n<ul data-path-to-node=\"97,2,1\">\n<li>\n<p data-path-to-node=\"97,2,1,0,0\"><b data-path-to-node=\"97,2,1,0,0\" data-index-in-node=\"0\">\u6ce8\u610f\u70b9:<\/b> \u300c\u89e3\u7d04\u7387\uff08Churn Rate\uff09\u3068ARR\uff08\u5e74\u9593\u7d4c\u5e38\u53ce\u76ca\uff09\u300d\u3002\u89e3\u7d04\u7387\u304c\u4f4e\u304f\uff081\u301c2%\u4ee5\u4e0b\uff09\u3001\u65e2\u5b58\u9867\u5ba2\u304b\u3089\u306e\u58f2\u4e0a\u304c\u5897\u3048\u3066\u3044\u308b\u304b\uff08NRR: \u30cd\u30c3\u30c8\u30fb\u30ec\u30d9\u30cb\u30e5\u30fc\u30fb\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u7387\u304c110%\u4ee5\u4e0a\u304b\uff09\u3092\u78ba\u8a8d\u3057\u3001\u5358\u306a\u308b\u4e00\u56de\u9650\u308a\u306eAI\u5c0e\u5165\u3067\u7d42\u308f\u3063\u3066\u3044\u306a\u3044\u304b\u3092\u30c1\u30a7\u30c3\u30af\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<h2 data-path-to-node=\"99\">\u7b2c5\u7ae0\uff1a\u52dd\u3064\u305f\u3081\u306e\u91d1\u878d\u77e5\u8b58\u3068\u30ea\u30b9\u30af\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/h2>\n<p data-path-to-node=\"100\">AI\u6280\u8853\u3078\u306e\u6df1\u3044\u7406\u89e3\u3084\u500b\u5225\u306e\u4f01\u696d\u5206\u6790\u3068\u540c\u3058\u304f\u3089\u3044\u3001\u3044\u3084\u305d\u308c\u4ee5\u4e0a\u306b\u6295\u8cc7\u306e\u6210\u5426\u3092\u5206\u3051\u308b\u306e\u304c\u300c\u30de\u30af\u30ed\u7d4c\u6e08\u306e\u77e5\u8b58\u300d\u3068\u300c\u53b3\u683c\u306a\u30ea\u30b9\u30af\u7ba1\u7406\u300d\u3067\u3059\u3002<\/p>\n<p data-path-to-node=\"101\">\u3069\u308c\u307b\u3069\u512a\u308c\u305fAI\u4f01\u696d\u3067\u3042\u3063\u3066\u3082\u3001\u91d1\u5229\u74b0\u5883\u3084\u5e02\u5834\u5168\u4f53\u306e\u6d41\u52d5\u6027\u3001\u6295\u8cc7\u5bb6\u5fc3\u7406\u306e\u30b5\u30a4\u30af\u30eb\u306b\u306f\u9006\u3089\u3048\u307e\u305b\u3093\u3002<\/p>\n<h3 data-path-to-node=\"102\">1. \u30de\u30af\u30ed\u7d4c\u6e08\u3068\u682a\u4fa1\u3092\u52d5\u304b\u3059\u300c\u91d1\u5229\u300d\u306e\u7269\u7406\u6cd5\u5247<\/h3>\n<p data-path-to-node=\"103\">AI\u95a2\u9023\u682a\u306e\u5927\u90e8\u5206\u306f\u300c\u30b0\u30ed\u30fc\u30b9\u682a\uff08\u6210\u9577\u682a\uff09\u300d<b data-path-to-node=\"103\" data-index-in-node=\"22\">\u306b\u5206\u985e\u3055\u308c\u307e\u3059\u3002\u30b0\u30ed\u30fc\u30b9\u682a\u306e\u682a\u4fa1\u306f\u3001\u4e2d\u592e\u9280\u884c\uff08\u7c73\u56fd\u306eFRB\u3084\u65e5\u672c\u9280\u884c\uff09\u304c\u6c7a\u5b9a\u3059\u308b<\/b>\u300c\u91d1\u5229\u300d\u306e\u52d5\u5411\u3068\u5f37\u3044\u9006\u76f8\u95a2\uff08\u76f8\u53cd\u3059\u308b\u52d5\u304d\uff09\u306e\u95a2\u4fc2\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"104\">\u306a\u305c\u91d1\u5229\u304c\u4e0a\u304c\u308b\u3068AI\u682a\u306f\u4e0b\u304c\u308b\u306e\u304b\uff1f\uff08DCF\u6cd5\u306e\u89b3\u70b9\uff09<\/h4>\n<p data-path-to-node=\"105\">\u4f01\u696d\u306e\u7406\u8ad6\u682a\u4fa1\u306f\u3001\u305d\u306e\u4f01\u696d\u304c\u5c06\u6765\u306b\u308f\u305f\u3063\u3066\u751f\u307f\u51fa\u3059\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\uff08\u5229\u76ca\uff09\u3092\u73fe\u5728\u306e\u4fa1\u5024\u306b\u5272\u308a\u5f15\u3044\u305f\u300c\u5272\u5f15\u73fe\u5728\u4fa1\u5024\u300d\u306e\u5408\u8a08\u3067\u8a08\u7b97\u3055\u308c\u307e\u3059\u3002<\/p>\n<div data-path-to-node=\"106\">\n<div class=\"math-block\" data-math=\"\\text{\u73fe\u5728\u306e\u7406\u8ad6\u4fa1\u5024} = \\frac{\\text{\u5c06\u6765\u306e\u5229\u76ca}}{(1 + \\text{\u91d1\u5229})^n}\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.44.11-1024x215.png\" alt=\"\" width=\"358\" height=\"75\" class=\"aligncenter  wp-image-32117\" srcset=\"https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.44.11-1024x215.png 1024w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.44.11-300x63.png 300w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.44.11-768x161.png 768w, https:\/\/official.gfs.tokyo\/blog\/wp-content\/uploads\/2026\/10\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2026-10-06-11.44.11.png 1094w\" sizes=\"(max-width: 358px) 100vw, 358px\" \/><\/div>\n<\/div>\n<ul data-path-to-node=\"107\">\n<li>\n<p data-path-to-node=\"107,0,0\"><b data-path-to-node=\"107,0,0\" data-index-in-node=\"0\">\u30b0\u30ed\u30fc\u30b9\u682a\u306e\u7279\u6027:<\/b> \u73fe\u5728\u306e\u5229\u76ca\u306f\u5c0f\u3055\u304f\u30015\u5e74\u5f8c\u301c10\u5e74\u5f8c\u306e\u300c\u5c06\u6765\u306e\u5de8\u984d\u306a\u5229\u76ca\u300d\u306b\u4fa1\u5024\u306e\u5927\u90e8\u5206\u304c\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"107,1,0\"><b data-path-to-node=\"107,1,0\" data-index-in-node=\"0\">\u91d1\u5229\u4e0a\u6607\u306e\u5f71\u97ff:<\/b> \u5206\u6bcd\u3067\u3042\u308b\u300c\u91d1\u5229\u300d\u304c\u4e0a\u6607\u3059\u308b\u3068\u3001\u9060\u3044\u5c06\u6765\u306b\u5f97\u3089\u308c\u308b\u5229\u76ca\u306e\u300c\u73fe\u5728\u306e\u4fa1\u5024\u300d\u304c\u5927\u304d\u304f\u76ee\u6e1b\u308a\u3057\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001\u9ad8PER\u306aAI\u682a\u307b\u3069\u5f37\u70c8\u306a\u682a\u4fa1\u8abf\u6574\uff08\u58f2\u3089\u308c\uff09\u306b\u898b\u821e\u308f\u308c\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"108\">\u3057\u305f\u304c\u3063\u3066\u3001AI\u682a\u306b\u6295\u8cc7\u3059\u308b\u969b\u306f\u3001NVIDIA\u3084Microsoft\u306e\u30cb\u30e5\u30fc\u30b9\u3060\u3051\u3067\u306a\u304f\u3001\u7c73\u56fd\u306e<b data-path-to-node=\"108\" data-index-in-node=\"47\">CPI\uff08\u6d88\u8cbb\u8005\u7269\u4fa1\u6307\u6570\uff09\u3084FOMC\uff08\u9023\u90a6\u516c\u958b\u5e02\u5834\u59d4\u54e1\u4f1a\uff09\u3067\u306e\u653f\u7b56\u91d1\u5229\u898b\u901a\u3057<\/b>\u3092\u5e38\u306b\u8ffd\u3046\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<h3 data-path-to-node=\"109\">2. \u30c6\u30fc\u30de\u682a\u306e\u30b5\u30a4\u30af\u30eb\uff1a\u300c\u671f\u5f85\u76f8\u5834\u300d\u304b\u3089\u300c\u5b9f\u7e3e\u76f8\u5834\u300d\u3078\u306e\u79fb\u884c<\/h3>\n<p data-path-to-node=\"110\">\u65b0\u3057\u3044\u9769\u65b0\u7684\u6280\u8853\u304c\u767b\u5834\u3057\u305f\u969b\u3001\u682a\u5f0f\u5e02\u5834\u306f\u5e38\u306b\u4e00\u5b9a\u306e\u300c\u30b5\u30a4\u30af\u30eb\u300d\u3092\u8fbf\u308a\u307e\u3059\u3002\u81ea\u8eab\u306e\u6295\u8cc7\u3057\u3066\u3044\u308b\u6642\u671f\u304c\u3069\u306e\u30d5\u30a7\u30fc\u30ba\u306b\u3042\u308b\u304b\u3092\u5ba2\u89b3\u7684\u306b\u8a8d\u8b58\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002<\/p>\n<h1 data-path-to-node=\"0\"><response-element class=\"no-md\" ng-version=\"0.0.0-PLACEHOLDER\"><code-block _nghost-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-241 enable-luminous-code-block ng-star-inserted\"><\/p>\n<div _ngcontent-ng-c3974374368=\"\" class=\"code-block ng-tns-c3974374368-241 ng-animate-disabled ng-trigger ng-trigger-codeBlockRevealAnimation\" jslog=\"223238;track:impression,attention;BardVeMetadataKey:W1sicl9mYWRkNTYxYjY2MjViZWE4IiwiY184ZjUzOTM0ZjgyZmVmOTE0IixudWxsLCJyY183NGNlNDMyYjAwYmFhYzI1IixudWxsLG51bGwsImphIixudWxsLDEsbnVsbCxudWxsLDEsMF1d\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"formatted-code-block-internal-container ng-tns-c3974374368-241\">\n<div _ngcontent-ng-c3974374368=\"\" class=\"animated-opacity ng-tns-c3974374368-241\">\n<pre _ngcontent-ng-c3974374368=\"\" class=\"ng-tns-c3974374368-241\"><span style=\"font-size: 14pt;\"><code _ngcontent-ng-c3974374368=\"\" role=\"text\" data-test-id=\"code-content\" class=\"code-container formatted ng-tns-c3974374368-241 no-decoration-radius\">\u3010\u30c6\u30fc\u30de\u682a\u306e\u9032\u5316\u30b5\u30a4\u30af\u30eb\u3011\r\n \u682a\u4fa1\r\n  \u25b2                             \u250c\u2500[\u7b2c1\u30d5\u30a7\u30fc\u30ba\uff1a\u671f\u5f85\u76f8\u5834]\u2500\u2510 (\u71b1\u72c2\u30fb\u5168\u822c\u9ad8)\r\n  \u2502                           \/                                                   \\      [\u7b2c2\u30d5\u30a7\u30fc\u30ba\uff1a\u9078\u5225\u76f8\u5834]\r\n  \u2502                      \/                                                            \\     (\u4e8c\u6975\u5316\u30fb\u5b9f\u7e3e\u91cd\u8996)\r\n  \u2502                  \/                                                                   \\             \u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500 \u672c\u7269\u306e\u52dd\u8005\r\n  \u2502              \/                                                                          \\         \/\r\n  \u2502          \/                                                                               \u2514\u2500\/\u2500\u2500\u2500\u2500\u2500\u2500\u2500 \u5e7b\u6ec5\u306e\u8c37\r\n  \u2502      \/                                                                                        \\\r\n  \u2502   \/                                                                                             \u2514\u2500\u2500\u2500\u2500\u2500 \u8131\u843d\u4f01\u696d\r\n  \u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u25ba \u6642\u9593\r\n<\/code><\/span><\/pre>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<p><\/code-block><\/response-element><\/h1>\n<ul data-path-to-node=\"112\">\n<li>\n<p data-path-to-node=\"112,0,0\"><b data-path-to-node=\"112,0,0\" data-index-in-node=\"0\">\u7b2c1\u30d5\u30a7\u30fc\u30ba\uff1a\u671f\u5f85\u76f8\u5834\uff08\u5e7b\u6ec5\u306e\u8c37\u306e\u524d\uff09<\/b><\/p>\n<p data-path-to-node=\"112,0,0\">\u300cAI\u3067\u4e16\u754c\u304c\u5909\u308f\u308b\u300d\u300c\u3059\u3079\u3066\u306e\u4f01\u696d\u304c\u6069\u6075\u3092\u53d7\u3051\u308b\u300d\u3068\u3044\u3046\u30b9\u30c8\u30fc\u30ea\u30fc\u3060\u3051\u3067\u3001\u696d\u7e3e\u304c\u4f34\u3063\u3066\u3044\u306a\u3044\u8d64\u5b57\u4f01\u696d\u3084\u3001\u5358\u306b\u793e\u540d\u306bAI\u3068\u3064\u304f\u3060\u3051\u306e\u9298\u67c4\u307e\u3067\u4e00\u6589\u306b\u6025\u9a30\u3059\u308b\u6642\u671f\u3067\u3059\u30022023\u5e74\u301c2024\u5e74\u521d\u982d\u306eAI\u30e9\u30ea\u30fc\u304c\u3053\u308c\u306b\u8a72\u5f53\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"112,1,0\"><b data-path-to-node=\"112,1,0\" data-index-in-node=\"0\">\u7b2c2\u30d5\u30a7\u30fc\u30ba\uff1a\u904e\u5ea6\u306e\u671f\u5f85\u304b\u3089\u306e\u8abf\u6574\uff08\u5e7b\u6ec5\u306e\u8c37\uff09<\/b><\/p>\n<p data-path-to-node=\"112,1,0\">\u5de8\u984d\u306e\u8a2d\u5099\u6295\u8cc7\u3092\u884c\u3063\u305f\u3082\u306e\u306e\u3001\u300c\u4f01\u696d\u306e\u53ce\u76ca\u5316\uff08ROI\uff09\u304c\u8ffd\u3044\u3064\u3044\u3066\u3044\u306a\u3044\u300d\u3068\u3044\u3046\u61f8\u5ff5\u304c\u5f37\u307e\u308a\u3001\u5e02\u5834\u5168\u4f53\u304c\u51b7\u9759\u3055\u3092\u53d6\u308a\u623b\u3057\u3066\u682a\u4fa1\u304c\u5927\u304d\u304f\u8abf\u6574\u3059\u308b\u6642\u671f\u3067\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"112,2,0\"><b data-path-to-node=\"112,2,0\" data-index-in-node=\"0\">\u7b2c3\u30d5\u30a7\u30fc\u30ba\uff1a\u696d\u7e3e\u76f8\u5834\u30fb\u9078\u5225\u76f8\u5834\uff08\u672c\u7269\u306e\u52dd\u8005\u306e\u767b\u5834\uff09<\/b><\/p>\n<p data-path-to-node=\"112,2,0\">\u5b9f\u969b\u306bAI\u30b5\u30fc\u30d3\u30b9\u3092\u4f7f\u3063\u3066\u83ab\u5927\u306a\u58f2\u4e0a\u3068\u5229\u76ca\u3092\u53e9\u304d\u51fa\u3057\u3066\u3044\u308b\u300c\u672c\u7269\u306e\u4f01\u696d\u300d\u3060\u3051\u304c\u904e\u53bb\u6700\u9ad8\u5024\u3092\u66f4\u65b0\u3057\u3001\u305d\u3046\u3067\u306a\u3044\u4f01\u696d\u306f\u9ad8\u5024\u304b\u3089\u898b\u6368\u3066\u3089\u308c\u3066\u3044\u304f<b data-path-to-node=\"112,2,0\" data-index-in-node=\"96\">\u4e8c\u6975\u5316\u306e\u5c40\u9762<\/b>\u3067\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<p data-path-to-node=\"113\"><b data-path-to-node=\"113\" data-index-in-node=\"0\">\u4eca\u5f8c\u306e\u6295\u8cc7\u6226\u7565:<\/b> 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data-path-to-node=\"115\">AI\u95a2\u9023\u682a\u306e\u9b45\u529b\u306f\u305d\u306e\u7206\u767a\u7684\u306a\u4e0a\u6607\u529b\uff08\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\uff09\u306b\u3042\u308a\u307e\u3059\u304c\u3001\u53cd\u8ee2\u3057\u305f\u969b\u306e\u4e0b\u843d\u5e45\u3082\u975e\u5e38\u306b\u5927\u304d\u304f\u306a\u308a\u307e\u3059\u3002\u8cc7\u7523\u3092\u5931\u308f\u306a\u3044\u305f\u3081\u306e\u30ea\u30b9\u30af\u7ba1\u7406\u624b\u6cd5\u3092\u63d0\u793a\u3057\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"116\">\u2460 \u5206\u6563\u6295\u8cc7\uff08\u30ec\u30a4\u30e4\u30fc\u3068\u5730\u57df\u306e\u5206\u6563\uff09<\/h4>\n<p data-path-to-node=\"117\">NVIDIA\u306a\u3069\u306e\u7279\u5b9a\u306e1\u9298\u67c4\u3060\u3051\u306b\u8cc7\u7523\u306e\u5927\u90e8\u5206\u3092\u96c6\u4e2d\u3055\u305b\u308b\u306e\u306f\u6975\u3081\u3066\u5371\u967a\u3067\u3059\u3002<\/p>\n<ul data-path-to-node=\"118\">\n<li>\n<p data-path-to-node=\"118,0,0\"><b data-path-to-node=\"118,0,0\" data-index-in-node=\"0\">\u30ec\u30a4\u30e4\u30fc\u5206\u6563:<\/b> \u300c\u534a\u5c0e\u4f53\uff08NVIDIA\uff09\u300d\u300c\u30af\u30e9\u30a6\u30c9\uff08Microsoft\uff09\u300d\u300c\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\uff08Palantir\uff09\u300d\u300c\u88fd\u9020\u88c5\u7f6e\uff08\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff09\u300d\u3068\u3044\u3063\u305f\u3088\u3046\u306b\u3001\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306b\u8cc7\u91d1\u3092\u632f\u308a\u5206\u3051\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"118,1,0\"><b data-path-to-node=\"118,1,0\" data-index-in-node=\"0\">\u500b\u5225\u682a\u3068ETF\u306e\u7d44\u307f\u5408\u308f\u305b:<\/b> \u500b\u5225\u9298\u67c4\u306e\u5206\u6790\u304c\u96e3\u3057\u3044\u5834\u5408\u306f\u3001\u7c73\u56fd\u306e\u4e3b\u8981AI\u4f01\u696d\u3092\u4e38\u3054\u3068\u30d1\u30c3\u30af\u306b\u3057\u305fETF\uff08\u4f8b: <b data-path-to-node=\"118,1,0\" data-index-in-node=\"56\">SMH<\/b>\uff3b\u534a\u5c0e\u4f53\u682aETF\uff3d\u3084 <b data-path-to-node=\"118,1,0\" data-index-in-node=\"70\">QQQ<\/b>\uff3b\u30ca\u30b9\u30c0\u30c3\u30af100\u6307\u6570ETF\uff3d\uff09\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u500b\u5225\u306e\u7834\u7dbb\u30ea\u30b9\u30af\u3092\u56de\u907f\u3067\u304d\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<h4 data-path-to-node=\"119\">\u2461 \u6642\u9593\u5206\u6563\uff08\u30c9\u30eb\u30b3\u30b9\u30c8\u5e73\u5747\u6cd5\uff09<\/h4>\n<p data-path-to-node=\"120\">\u300c\u4eca\u304c\u5929\u4e95\u304b\u3082\u3057\u308c\u306a\u3044\u300d\u3068\u3044\u3046\u6050\u6016\u3092\u514b\u670d\u3059\u308b\u305f\u3081\u3001\u4e00\u5ea6\u306b\u4e00\u62ec\u8cfc\u5165\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u6bce\u6708\u307e\u305f\u306f\u6bce\u56db\u534a\u671f\u3054\u3068\u306b\u4e00\u5b9a\u984d\u3092\u5206\u5272\u3057\u3066\u7a4d\u307f\u7acb\u3066\u3066\u3044\u304f\u624b\u6cd5\u3067\u3059\u3002\u9ad8\u5024\u63b4\u307f\u306e\u30ea\u30b9\u30af\u3092\u5e73\u5747\u5316\u3057\u3001\u66b4\u843d\u5c40\u9762\u3067\u306f\u5b89\u304f\u5927\u91cf\u306e\u682a\u6570\u3092\u4ed5\u8fbc\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"121\">\u2462 \u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\uff08\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\uff09<\/h4>\n<p data-path-to-node=\"122\">\u7279\u5b9a\u306e\u30a2\u30bb\u30c3\u30c8\u3084\u9298\u67c4\u304c\u5024\u4e0a\u304c\u308a\u3057\u3066\u3001\u8cc7\u7523\u5168\u4f53\u306b\u5360\u3081\u308b\u5272\u5408\u304c\u5927\u304d\u304f\u306a\u308a\u3059\u304e\u305f\u5834\u5408\uff08\u4f8b: \u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e50%\u304c1\u3064\u306eAI\u682a\u306b\u306a\u3063\u3066\u3057\u307e\u3063\u305f\u5834\u5408\uff09\u3001\u4e00\u90e8\u3092\u58f2\u5374\u3057\u3066\u5229\u76ca\u3092\u78ba\u5b9a\u3057\u3001\u5143\u3005\u306e\u76ee\u6a19\u6bd4\u7387\uff08\u4f8b: 20%\u307e\u3067\uff09\u306b\u623b\u3059\u4f5c\u696d\uff08\u30ea\u30d0\u30e9\u30f3\u30b9\uff09\u3092\u6700\u4f4e\u3067\u3082\u5e741\u56de\u306f\u884c\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u611f\u60c5\u306b\u60d1\u308f\u3055\u308c\u305a\u306b\u300c\u9ad8\u5024\u3067\u58f2\u308a\u3001\u5b89\u5024\u3067\u8cb7\u3046\u300d\u3092\u6a5f\u68b0\u7684\u306b\u5b9f\u884c\u3067\u304d\u307e\u3059\u3002<\/p>\n<h4 data-path-to-node=\"123\">\u2463 \u660e\u78ba\u306a\u640d\u5207\u308a\u30eb\u30fc\u30eb\uff08\u30b9\u30c8\u30c3\u30d7\u30ed\u30b9\uff09\u306e\u9069\u7528<\/h4>\n<p data-path-to-node=\"124\">\u3069\u3093\u306a\u306b\u5c06\u6765\u6027\u3092\u4fe1\u3058\u3066\u3044\u308b\u9298\u67c4\u3067\u3042\u3063\u3066\u3082\u3001\u81ea\u5206\u306e\u8cb7\u3044\u5024\u304b\u3089\u4f8b\u3048\u3070\u300c-10%\u301c-15%\u4e0b\u843d\u3057\u305f\u3089\u7121\u6761\u4ef6\u3067\u64a4\u9000\uff08\u640d\u5207\u308a\uff09\u3059\u308b\u300d\u3068\u3044\u3046\u30eb\u30fc\u30eb\u3092\u3042\u3089\u304b\u3058\u3081\u6c7a\u3081\u3066\u304a\u304d\u3001\u9006\u6307\u5024\u6ce8\u6587\u306a\u3069\u3092\u8a2d\u5b9a\u3057\u3066\u304a\u304d\u307e\u3059\u3002\u682a\u5f0f\u5e02\u5834\u306b\u304a\u3044\u3066\u300c\u751f\u304d\u6b8b\u308b\u3053\u3068\u300d\u304c\u3001\u6b21\u306e\u30c1\u30e3\u30f3\u30b9\u3092\u63b4\u3080\u305f\u3081\u306e\u7d76\u5bfe\u6761\u4ef6\u3067\u3059\u3002<\/p>\n<h2 data-path-to-node=\"126\">\u307e\u3068\u3081\uff1aAI\u6642\u4ee3\u3092\u751f\u304d\u629c\u304f\u6295\u8cc7\u5bb6\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7<\/h2>\n<p data-path-to-node=\"127\">AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u9769\u547d\u306f\u300118\u4e16\u7d00\u306e\u7523\u696d\u9769\u547d\u300120\u4e16\u7d00\u672b\u306e\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u9769\u547d\u306b\u5339\u6575\u3059\u308b\u3001\u4eba\u985e\u53f2\u4e0a\u6570\u30c6\u30f3\u5e74\u306b\u4e00\u5ea6\u306e\u69cb\u9020\u7684\u5909\u5316\u3067\u3059\u3002\u682a\u5f0f\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u3053\u306e\u30e1\u30ac\u30c8\u30ec\u30f3\u30c9\u306b\u4e57\u308b\u3053\u3068\u306f\u3001\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u3092\u76ee\u6307\u3059\u4e0a\u3067\u6975\u3081\u3066\u9b45\u529b\u7684\u306a\u9078\u629e\u80a2\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n<p data-path-to-node=\"128\">\u6700\u5f8c\u306b\u3001AI\u95a2\u9023\u682a\u6295\u8cc7\u3067\u6210\u529f\u3059\u308b\u305f\u3081\u306e\u300c4\u3064\u306e\u7f85\u91dd\u76e4\u300d\u3092\u5fa9\u7fd2\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n<ol start=\"1\" data-path-to-node=\"129\">\n<li>\n<p data-path-to-node=\"129,0,0\"><b data-path-to-node=\"129,0,0\" data-index-in-node=\"0\">\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u7406\u89e3:<\/b> \u8b58\u5225\u578bAI\u304b\u3089\u751f\u6210AI\u30fbLLM\u3001\u305d\u3057\u3066\u81ea\u5f8b\u7684\u306a\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u300d\u3084\u7269\u7406\u4e16\u754c\u3092\u52d5\u304b\u3059\u300c\u30d5\u30a3\u30b8\u30ab\u30ebAI\u300d\u3078\u3068\u30c8\u30ec\u30f3\u30c9\u304c\u6025\u901f\u306b\u79fb\u884c\u3057\u3066\u3044\u308b\u4e8b\u5b9f\u3092\u62bc\u3055\u3048\u308b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"129,1,0\"><b data-path-to-node=\"129,1,0\" data-index-in-node=\"0\">\u30d0\u30ea\u30e5\u30fc\u30c1\u30a7\u30fc\u30f3\u306e\u610f\u8b58:<\/b> \u6295\u8cc7\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u4f01\u696d\u304c4\u3064\u306e\u30ec\u30a4\u30e4\u30fc\uff08\u534a\u5c0e\u4f53\u30fb\u30a4\u30f3\u30d5\u30e9\u30fb\u30e2\u30c7\u30eb\u30fb\u30a2\u30d7\u30ea\uff09\u306e\u3069\u3053\u306b\u5c5e\u3057\u3001\u3069\u306e\u3088\u3046\u306a\u5f37\u307f\uff08\u53c2\u5165\u969c\u58c1\uff09\u3092\u6301\u3063\u3066\u3044\u308b\u304b\u3092\u5e38\u306b\u554f\u3044\u304b\u3051\u308b\u3002<\/p>\n<\/li>\n<li>\n<p data-path-to-node=\"129,2,0\"><b data-path-to-node=\"129,2,0\" data-index-in-node=\"0\">\u9069\u5207\u306a\u5272\u5b89\u6027\uff08\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff09\u8a55\u4fa1:<\/b> PER\u306e\u6570\u5b57\u3060\u3051\u306b\u602f\u3048\u308b\u3053\u3068\u306a\u304f\u3001\u6210\u9577\u7387\u3092\u52a0\u5473\u3057\u305f\u300cPEG\u30ec\u30b7\u30aa\u300d\u3084\u300cForward 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