{"id":49123,"date":"2026-06-05T10:18:43","date_gmt":"2026-06-05T10:18:43","guid":{"rendered":"https:\/\/www.vtmarkets.com\/uncategorized\/48270\/"},"modified":"2026-06-05T10:18:43","modified_gmt":"2026-06-05T10:18:43","slug":"ai%e3%81%8c%e6%8b%a1%e5%a4%a7%e3%81%99%e3%82%8b%e3%80%8c%e3%83%9e%e3%83%ab%e3%83%81%e3%83%90%e3%83%bc%e3%82%b9%e3%80%8d%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%9e%e3%83%bc%e3%83%99%e3%83%ab%e3%83%bb","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/jp-asia\/featured\/49123\/","title":{"rendered":"AI\u304c\u62e1\u5927\u3059\u308b\u300c\u30de\u30eb\u30c1\u30d0\u30fc\u30b9\u300d\u306b\u304a\u3051\u308b\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3067\u3057\u305f"},"content":{"rendered":"\n<p><strong>\u8981\u70b9<\/strong><\/p>\n\n\n\n<ul 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class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Marvell&#39;s stock is up almost 238% year-to-date, and still climbing after Jensen Huang called it chipmaker &#39;&#39;the next trillion-dollar company.&#39;&#39;<br><br>Explore more premium news and analysis on Marvell in AlphaSpace: <a href=\"https:\/\/t.co\/ByQBru1ro3\">https:\/\/t.co\/ByQBru1ro3<\/a> <a href=\"https:\/\/t.co\/cbnM0vo5Tc\">pic.twitter.com\/cbnM0vo5Tc<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2062291263630590162?ref_src=twsrc%5Etfw\">June 3, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u30de\u30c3\u30c8\u30fb\u30de\u30fc\u30d5\u30a3\u30fcCEO\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u4e8b\u696d\u306e\u5f37\u3055\u306b\u3051\u3093\u5f15\u3055\u308c\u30012027\u5e74\u5ea6\u3092\u901a\u3058\u3066\u58f2\u4e0a\u6210\u9577\u304c\u4e00\u6bb5\u3068\u52a0\u901f\u3059\u308b\u898b\u901a\u3057\u3092\u793a\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u306b\u3088\u308a\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u3001\u5358\u306a\u308b\u300cNVIDIA\u306e\u4ee3\u66ff\u300d\u3067\u306f\u306a\u3044\u3001\u3088\u308a\u660e\u78ba\u306aAI\u306e\u5207\u308a\u53e3\u3092\u6301\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u4e3b\u5f79\u3092\u7f6e\u304d\u63db\u3048\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u4e3b\u5f79\u304c\u6a5f\u80fd\u3059\u308b\u305f\u3081\u306e\u4e16\u754c\u89b3\uff08\u30a4\u30f3\u30d5\u30e9\uff09\u3092\u69cb\u7bc9\u3057\u3066\u3044\u308b\u7acb\u3061\u4f4d\u7f6e\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4f9d\u7136\u201cNVIDIA\u304c\u4e3b\u6f14\u201d\u3082\u3001\u8107\u3092\u56fa\u3081\u308b\u30ad\u30e3\u30b9\u30c8\u304c\u62e1\u5927\u3057\u3066\u3044\u307e\u3057\u305f<\/h2>\n\n\n\n<p>AI\u5e02\u5834\u306f\u4f9d\u7136\u3068\u3057\u3066NVIDIA\u304b\u3089\u59cb\u307e\u3063\u3066\u3044\u307e\u3057\u305f\u304c\u3001\u3082\u306f\u3084NVIDIA\u3060\u3051\u3067\u7d42\u308f\u3089\u306a\u304f\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>NVIDIA\u306e\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u306f\u6700\u8fd1\u3001Computex\u3067\u30de\u30fc\u30d9\u30eb\u3092\u300c\u6b21\u306e1\u5146\u30c9\u30eb\u4f01\u696d\u306b\u306a\u308a\u5f97\u308b\u300d\u3068\u8a55\u3057\u3001\u5e02\u5834\u3092\u52d5\u304b\u3059\u8ffd\u3044\u98a8\u306b\u306a\u3063\u3066\u3044\u307e\u3057\u305f\u3002Axios\u306b\u3088\u308c\u3070\u3001\u3053\u306e\u767a\u8a00\u3092\u53d7\u3051\u3066\u30de\u30fc\u30d9\u30eb\u682a\u306f1\u65e5\u3067<strong>\u7d0433%<\/strong>\u4e0a\u6607\u3057\u3001\u6642\u4fa1\u7dcf\u984d\u306f<strong>2,500\u5104\u30c9\u30eb<\/strong>\u8fd1\u304f\u307e\u3067\u81a8\u3089\u3093\u3067\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Jensen Huang calls <a href=\"https:\/\/x.com\/search?q=%24MRVL&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$MRVL<\/a> &quot;the next trillion-dollar company,&quot; sending the stock soaring. \ud83d\ude80<br><br>Explore more premium news and analysis on Marvell in AlphaSpace: <a href=\"https:\/\/t.co\/Hyelb6HAo5\">https:\/\/t.co\/Hyelb6HAo5<\/a>. <a href=\"https:\/\/t.co\/w86ROlS3Ez\">pic.twitter.com\/w86ROlS3Ez<\/a><\/p>&mdash; Yahoo Finance (@YahooFinance) <a href=\"https:\/\/x.com\/YahooFinance\/status\/2061843023445565687?ref_src=twsrc%5Etfw\">June 2, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u3053\u306e\u52d5\u304d\u306f\u5e02\u5834\u5fc3\u7406\u3092\u793a\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u6295\u8cc7\u5bb6\u306f\u6700\u3082\u5206\u304b\u308a\u3084\u3059\u3044AI\u52dd\u8005\u3060\u3051\u3067\u306a\u304f\u3001\u305d\u306e\u201c\u6b21\u306e\u5c64\u201d\u306e\u53d7\u76ca\u4f01\u696d\u3092\u63a2\u3057\u59cb\u3081\u3066\u3044\u307e\u3057\u305f\u3002\u7279\u306b\u30af\u30e9\u30a6\u30c9\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067AI\u3092\u62e1\u5f35\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u30a4\u30f3\u30d5\u30e9\u3092\u4f9b\u7d66\u3059\u308b\u4f01\u696d\u304c\u72d9\u308f\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30de\u30fc\u30d9\u30eb\u304c\u9069\u5408\u3057\u3066\u3044\u305f\u306e\u306f\u3001AI\u8ca0\u8377\u306e\u3072\u305a\u307f\u304c\u898b\u3048\u59cb\u3081\u308b\u5834\u6240\u306b\u4e8b\u696d\u304c\u4f4d\u7f6e\u3057\u3066\u3044\u305f\u305f\u3081\u3067\u3057\u305f\u3002\u30e2\u30c7\u30eb\u304c\u5897\u3048\u308b\u307b\u3069\u8a08\u7b97\u91cf\u304c\u5897\u3048\u3001\u8a08\u7b97\u91cf\u304c\u5897\u3048\u308b\u307b\u3069\u30c7\u30fc\u30bf\u79fb\u52d5\u304c\u5897\u3048\u3001\u30c7\u30fc\u30bf\u79fb\u52d5\u304c\u5897\u3048\u308b\u307b\u3069\u3001\u3088\u308a\u9ad8\u901f\u3067\u52b9\u7387\u7684\u306a\u63a5\u7d9a\u3078\u306e\u9700\u8981\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u306fAI\u30d6\u30fc\u30e0\u306e\u201c\u5730\u5473\u306a\u5074\u9762\u201d\u3067\u3057\u305f\u304c\u3001\u6700\u3082\u91cd\u8981\u306a\u9818\u57df\u306e\u4e00\u3064\u306b\u306a\u308a\u5f97\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u771f\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306f\u300c\u30c7\u30fc\u30bf\u306e\u79fb\u52d5\u300d\u306b\u306a\u308a\u5f97\u307e\u3057\u305f<\/h2>\n\n\n\n<p>AI\u76f8\u5834\u306e\u7b2c\u4e00\u6bb5\u968e\u306f\u8a08\u7b97\u80fd\u529b\u306b\u7126\u70b9\u304c\u5f53\u305f\u3063\u3066\u3044\u307e\u3057\u305f\u3002\u6b21\u306e\u6bb5\u968e\u306f\u201c\u914d\u7ba1\u201d\u306b\u7126\u70b9\u304c\u79fb\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306f\u3001\u30c1\u30c3\u30d7\u9593\u3001\u30e9\u30c3\u30af\u3001\u30b5\u30fc\u30d0\u30fc\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9593\u3067\u30c7\u30fc\u30bf\u3092\u79fb\u52d5\u3055\u305b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u30e2\u30c7\u30eb\u306e\u5927\u578b\u5316\u3068\u63a8\u8ad6\u9700\u8981\u306e\u62e1\u5927\u306b\u3088\u308a\u3001\u30c7\u30fc\u30bf\u79fb\u52d5\u304c\u9045\u3044\u3068\u6027\u80fd\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u306a\u308a\u5f97\u307e\u3057\u305f\u3002\u305d\u306e\u74b0\u5883\u3067\u306f\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3084\u5149\u63a5\u7d9a\u306f\u5358\u306a\u308b\u80cc\u666f\u30a4\u30f3\u30d5\u30e9\u3067\u306f\u306a\u304f\u3001\u6226\u7565\u8cc7\u7523\u3068\u3057\u3066\u306e\u8272\u5f69\u3092\u5e2f\u3073\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">&#39;Biggest bottleneck in the AI buildup&#39; fuels DRAM ETF to record <a href=\"https:\/\/t.co\/BG2ypWYMnK\">https:\/\/t.co\/BG2ypWYMnK<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/x.com\/CNBC\/status\/2055336698297352609?ref_src=twsrc%5Etfw\">May 15, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u30de\u30fc\u30d9\u30eb\u306fAI\u30a4\u30f3\u30d5\u30e9\u306e\u88fd\u54c1\u7fa4\u306b\u3064\u3044\u3066\u3001\u30ab\u30b9\u30bf\u30e0\u30b7\u30ea\u30b3\u30f3\u3001\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u30a4\u30c3\u30c1\u3001\u30e9\u30c3\u30af\u5185\u304b\u3089\u8907\u6570\u30ad\u30e3\u30f3\u30d1\u30b9\u898f\u6a21\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u81f3\u308b\u63a5\u7d9a\u307e\u3067\u3092\u7db2\u7f85\u3057\u3066\u3044\u308b\u3068\u8aac\u660e\u3057\u3066\u3044\u307e\u3057\u305f\u3002\u540c\u793e\u306f\u5927\u898f\u6a21\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d\u3092\u9032\u3081\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u3068\u3063\u3066\u3001\u91cd\u8981\u306aAI\u30a4\u30f3\u30d5\u30e9\u30d1\u30fc\u30c8\u30ca\u30fc\u3067\u3042\u308b\u3068\u4f4d\u7f6e\u4ed8\u3051\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u30c8\u30ec\u30fc\u30c0\u30fc\u306b\u3068\u3063\u3066\u306e\u8981\u70b9\u306f\u3053\u3053\u3067\u3057\u305f\u3002\u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u6700\u3082\u6d3e\u624b\u306aAI\u30b9\u30c8\u30fc\u30ea\u30fc\u3092\u58f2\u3063\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u6d3e\u624b\u306aAI\u30b9\u30c8\u30fc\u30ea\u30fc\u3092\u30b9\u30b1\u30fc\u30eb\u3055\u305b\u308b\u305f\u3081\u306e\u4ed5\u7d44\u307f\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u5e02\u5834\u306f\u307e\u305a\u201c\u83ef\u201d\u3092\u7e54\u308a\u8fbc\u307f\u304c\u3061\u3067\u3057\u305f\u304c\u3001\u6642\u9593\u306e\u7d4c\u904e\u3068\u3068\u3082\u306b\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u89e3\u6d88\u3059\u308b\u4f01\u696d\u3092\u898b\u3064\u3051\u306b\u3044\u304f\u50be\u5411\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h2 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class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">CNBC\u2019s <a href=\"https:\/\/x.com\/KatieTarasov?ref_src=twsrc%5Etfw\">@KatieTarasov<\/a> got an exclusive look inside Google\u2019s chip lab, where it makes custom silicon to train Gemini and Apple AI models.<br><br>For more on what this means for Google: <a href=\"https:\/\/t.co\/VClKA40u3k\">https:\/\/t.co\/VClKA40u3k<\/a> <a href=\"https:\/\/t.co\/RtJBWGS6HY\">pic.twitter.com\/RtJBWGS6HY<\/a><\/p>&mdash; CNBC (@CNBC) <a href=\"https:\/\/x.com\/CNBC\/status\/1827020741004439886?ref_src=twsrc%5Etfw\">August 23, 2024<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script>\n<\/div><\/figure>\n\n\n\n<p>\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u306e\u63a1\u7528\u7372\u5f97\u306f\u5927\u578b\u5316\u3057\u5f97\u307e\u3057\u305f\u304c\u3001\u8a2d\u8a08\u30b5\u30a4\u30af\u30eb\u3001\u9867\u5ba2\u96c6\u4e2d\u3001\u91cf\u7523\u30bf\u30a4\u30df\u30f3\u30b0\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u6295\u8cc7\u8a08\u753b\u306b\u5de6\u53f3\u3055\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h2 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