ITååã«ã¤ãã¦ãéãåæãå ãããã¨ã§ç¥ãããç¬ç«ç³»ã¡ãã£ã¢ãZeroHedgeãããã©ã³ã大統é ã®å ±åå ãæåããæ°ä¸»å ãå§åããå¾ã®AIãã¼ã¿ã»ã³ã¿ã¼æ¿çãã©ããªããã解説ãã¦ãã¾ããç¹ã«å ¨ç±³ã®AIãã¼ã¿ã»ã³ã¿ã¼è¨ç»ã®25%ãéã¾ã£ã¦ããã¨ããããããµã¹å·ã§ãAIãã¼ã¿ã»ã³ã¿ã¼ãã¢ã©ããªã¢ã ãï¼ä¸æåæ¢ï¼ãæ²ããæ°ä¸»å ç³»ç¥äºãé¸æã«åã£ããã¨ã§ãããããã©ããªããï¼ãè«ãã¦ãã¾ãã
æ ¹æ ã«ãã¦ããã®ãã´ã¼ã«ããã³ãµãã¯ã¹ã®"èªã¿"ãããã«ã¤ãã¦Grokãèæ¯ã説æãã¾ãã
â åå°ä½å·¥å ´1ã¤ãåããè¨åã»ææã»é¨åã»ã¤ã³ãã©ã®ç¯å²ã¨ãå 端ããã±ã¼ã¸ã³ã°ã»åºæ¿ã»è¶ ç´æ°´ã»é»åã»å·å´ã»ç¾å°æ½å·¥ã次ã®ä¸è¶³ã«ãªãçç±
â å°æ¹¾ä¼æ¥ãTSMCã¨å£²ä¸ã伸ã°ããå ¥ãæ¹ï¼æ¡ç¨ã»å ±åéçºã»ç¾å°åã»æµ·å¤éä¼´ï¼ã¨ãåªè¯ãµãã©ã¤ã¤ã¼è¡¨å½°ã¨å®éã®çºæ³¨æ¨©ã®éã
â æ¥æ¬ä¼æ¥ãå ¥ããã5ã¤ã®çªå£ãã¨çªå£ãã¨ã®èª¤è§£ãçæ¬ãå ¥å£ã«å°æ¹¾ã»ç±³å½æ ç¹ã¸åºããæ¡ä»¶
1. åè¬å¾ã«æã¡å¸°ã3æã®å°å³ / 2.ãä¸çæ大ã®åè¨è£½é ä¼ç¤¾ãã§ã¯è¦ããªãå®å / 3. AIéè¦ãè¨åæè³ã«å¤ããä»çµã¿ / 4. ãªã製é æ¥ã®æ¥æ¬ä¼æ¥ã«ã¾ã§éè¦ãæ³¢åããã®ã
1. åå°ä½å·¥å ´1ã¤ãåããããã®å ¨ä½å°å³ / 2. 製é è£ ç½®ã ãã§ã¯ãªã巨大購買 / 3. TSMCã§ãã¾è¶³ãã¦ããªãé¨å / 4. 売ãæãæã¤ã¹ãè¦ç¹ï¼å°æ¥ã®çç£ç´æããéç®ãã調éãä¸ä»£ã¨ããã±ã¼ã¸ã§å¤ããé¨æï¼
1. å°æ¹¾ã§æ¥å¸¸çã«èªããããµãã©ã¤ãã§ã¼ã³ã¨ã¯ä½ã / 2. å°æ¹¾ä¼æ¥ãä¸ç·ã«æé·ã§ããçç± / 3. TSMCãé²ããç¾å°èª¿éã¨ãµãã©ã¤ãã§ã¼ã³å¼·å / 4. æ¥æ¬ä¼æ¥ãåç¬å¶æ¥ä»¥å¤ã§å ¥ãæ¹æ³
1. AIåå°ä½ã§TSMCã®éè¦æ§ãããã«é«ã¾ãçç± / 2. å 端ããã±ã¼ã¸ã³ã°ãæç³»ã®å¶æ¥ä¼ç»åãã«ç解ãã / 3. 次ã®3ã5å¹´ã§éè¦ãè¨ããåé / 4. çæ¬ã®ä½ç½®ã¥ã
1. æ¥æ¬ä¼æ¥ããã§ã«ç«¶äºåãæã£ã¦ããé å / 2. 5ã¤ã®çªå£ï¼â TSMCæ¬äººãâ¡åå°ä½è£ ç½®ã¡ã¼ã«ã¼ãâ¢å°æ¹¾ãµãã©ã¤ã¤ã¼ãâ£EPCãâ¤OSATã¨TSMCé¡§å®¢ï¼ / 3.ã誰ã«å£²ããããå¤ããã ãã§åæµã«å ¥ãã / 4. æ¥æ¬ä¼æ¥ã®æ¥ç¨®å¥ã®å£²ãå
ã´ã¼ã«ããã³ãµãã¯ã¹ãç´æ¥çãªåºå ¸
- Goldman Sachsã®å
é¨ãªãµã¼ããã¼ãï¼ã¾ãã¯ã¯ã©ã¤ã¢ã³ãåãã¡ã¢ï¼
é¸æçµæãåºãç´å¾ï¼2026å¹´11æ4æ¥é ï¼ã«çºè¡ããããã®ã§ããå ¨æã¯ä¸è¬å ¬éããã¦ããããã¯ã©ã¤ã¢ã³ãåãã®ææãªãµã¼ãã§ãã
äºæ¬¡çãªå ±éã»å¼ç¨å
ãã®å 容ãåºãç¥ãããããã«ãªã£ã主ãªçµè·¯ã¯ä»¥ä¸ã§ãï¼
- Bloombergçµç±ã®éå ±
*Walter Bloombergï¼@DeItaoneï¼ãªã©ã®ã¢ã«ã¦ã³ãããé¸æç´å¾ã«ãGOLDMAN SACHS: DEMOCRATIC WINS COULD THREATEN 45% OF US DATA CENTER EXPANSIONãã¨ããè¦åºãã§æ¡æ£ãã¾ããããããæãæ©ãæ å ±æºã®ä¸ã¤ã§ããâ X - Reutersãªã©ã®å ±é
Reutersãåæ§ã®å 容ãå ±ãã¦ããããGoldman Sachs said Democratic statehouse victories in Texas, Michigan and Georgia could put roughly 45% of planned US data center capacity at risk...ãã¨æè¨ãã¦ãã¾ããâ Reuters
ãã®Zerohedgeã®æ稿ã¯ã2026å¹´ä¸éé¸æã®çµæãåãããã¼ã¿ã»ã³ã¿ã¼ï¼ä¸»ã«AIé¢é£ï¼ã¸ã®å½±é¿ãå ±ãããã®ã§ããâ X
主ãªå 容
- ãBlue Tsunamiï¼éã津波ï¼ã: æ°ä¸»å ãä¸éé¸æã§å¤§åãããã¨ãæãã¾ããç¹ã«ãããµã¹å·ã§ãæ°ä¸»å ã®Gina Hinojosaãç¾è·ã®Greg Abbottï¼å ±åå ï¼ãç ´ããç¥äºã«å½é¸ãã¾ããï¼ç´52.8%対45.7%ï¼ããããµã¹ã§æ°ä¸»å ç¥äºãèªçããã®ã¯30年以ä¸ã¶ãã§ããâ AP News
- ãã¼ã¿ã»ã³ã¿ã¼ã»ã¢ã©ããªã¢ã ï¼å»ºè¨ä¸æåæ¢ï¼: Hinojosaã®å ¬ç´ã®ä¸å¿ããæ°ãããã¼ã¿ã»ã³ã¿ã¼ã®å³æã¢ã©ããªã¢ã ï¼ä¸æåæ¢ï¼ãã§ããã彼女ã¯Abbottãããã¼ã¿ã»ã³ã¿ã¼å»ºè¨ã§ãããµã¹ã売ã渡ãã¦ãããã¨æ¹å¤ãã¦ãã¾ãããâ NBC News
- Goldman Sachsã®åæ: æ°ä¸»å ã®å·ã»å°æ¹ã¬ãã«ã§ã®åå©ã«ããããã¼ã¿ã»ã³ã¿ã¼å»ºè¨ã®ä¸æçãªã¢ã©ããªã¢ã ï¼åçµï¼ãèµ·ããè¨ç»ããã¦ããç±³å½ã®ãã¼ã¿ã»ã³ã¿ã¼å®¹éã®ç´45%ãå½±é¿ãåããå¯è½æ§ãããã¨ææããããµã¹ã ãã§è¨ç»å®¹éã®ç´25%ãå ãã¦ãã¾ãããããµã¹ã«å ããã¸ã§ã¼ã¸ã¢ããã·ã¬ã³ãªã©ã§ããç¨å¶åªéã»é»åã»æ°´ã»ç°å¢è¨±å¯ã®å¶éãäºæ³ããã¾ãããã ãGoldmanã¯ãã¢ã©ããªã¢ã ã¯çæéã§çµããå¯è½æ§ãé«ããã¨è¦ã¦ãã¾ããâ X
èæ¯
AIãã¼ã ã§ãã¼ã¿ã»ã³ã¿ã¼å»ºè¨ãæ¥æ¡å¤§ãã¦ãããé»åæ¶è²»ã»æ°´ä½¿ç¨ã»å°åã®é»æ°ä»£ä¸æã»é¨é³ãªã©ãåé¡è¦ããã¦ãã¾ããAbbottæ¿æ¨©ä¸ã§ããã§ã«ä¸é¨ã®æ¥ç¶å¯©æ»ãä¸æåæ¢ããã¦ãã¾ãããé¸æã§ããã¼ã¿ã»ã³ã¿ã¼ã«å対ããæ²ããåè£è ãè¤æ°å·ã§åã¡ãå°æ¹ã§ã建è¨å¶éã®ä½æ°æ票ãå¤æ°ééããç¶æ³ã§ããâ The Verge
æå³ããã¨ãã
ç±³å½ã®AIã¤ã³ãã©æ¡å¤§ãæ¿æ²»çãªæµæã§é ãããªã¹ã¯ãé«ã¾ã£ããã¨ããè¦åã§ããçæçã«å»ºè¨ãæ¢ã¾ãå¯è½æ§ããããé¢é£ä¼æ¥ï¼GPUã¯ã©ã¦ããé»åä¼ç¤¾ãªã©ï¼ã¸ã®å½±é¿ããä¸å½ã¨ã®AI競äºã¸ã®å½±é¿ãææãã声ãããã¾ãããã ãGoldmanã¯ãé·ãç¶ããªããã¨ã®è¦æ¹ã示ãã¦ãã¾ãã
è¦ããã«ããé¸æçµæã§ãã¼ã¿ã»ã³ã¿ã¼å»ºè¨ãã¼ã ã«ãã¬ã¼ãããããããã ãã¨ããå 容ã§ãã
ãã®çç±ã¯ä½ã ã¨æãã¾ããï¼
>ãã ãGoldmanã¯ãé·ãç¶ããªããã¨ã®è¦æ¹ã示ãã¦ãã¾ãã
Goldman Sachsããã¢ã©ããªã¢ã ã¯çæéã§çµãããã¨è¦ã¦ããçç±ã«ã¤ãã¦ãå ¬éããã¦ããæ å ±ã§ã¯è©³ç´°ãªåæã¬ãã¼ãã¯åºã¦ãã¾ããããæèã¨ããã¾ã§ã®Goldmanã®è¦æ¹ããæ¨æ¸¬ã§ãããã¤ã³ãã¯ä»¥ä¸ã®éãã§ãã
Goldmanãè¦ã¦ããå¯è½æ§ãé«ãçç±
- ãä¸æåæ¢ãã®æ§è³ª
å¤ãã®ã¢ã©ããªã¢ã ã¯ãæ°¸ä¹ ç¦æ¢ãã§ã¯ãªãããæ°ããã«ã¼ã«ãä½ãã¾ã§ã®ä¸æåæ¢ãã§ããé»åã³ã¹ãã®è² æ ã«ã¼ã«ãæ°´å©ç¨ã®å¶éãç°å¢è¨±å¯ã®å¼·åãªã©ãæ´åããå¾ã«åéãããã¨ããå½¢ãæ³å®ããã¦ãã¾ããé¸æå ¬ç´ã¨ãã¦ãä¸æ¦æ¢ãããã¨è¡¨æãããã®ããå®éã®è¡æ¿ã§ã¯æ¡ä»¶ä»ãã§é²ããæ¹åã«ã·ãããããããã¨ããè¦æ¹ã§ãã - çµæ¸çã¤ã³ã»ã³ãã£ãã®å¼·ã
ãã¼ã¿ã»ã³ã¿ã¼ã¯å·¨é¡ã®æè³ã»ç¨åã»éç¨ï¼å»ºè¨æ®µéãä¸å¿ã«ï¼ãããããã¾ãããããµã¹ã®ãããªå·ãé·æçã«ãããæ絶ãç¶ããã¨ãä»å·ãä»å½ã«æè³ãéãããªã¹ã¯ãããã¾ããAI競äºãå½å®¶çãªåªå äºé ã«ãªã£ã¦ããä¸ã§ãå®å ¨ã«æå¦ããæ¿æ²»çã³ã¹ããé«ããªãããããã¨ããå¤æã§ãã - ããã¾ã§ã®Goldmanã®åºèª¿ã¨ä¸è´
2026å¹´10æã®ã¬ãã¼ãã§ããGoldmanã¯ãæ¿æ²»çã»å°åçãªå対ã¯å¼·ã¾ã£ã¦ãããã2027å¹´ã¾ã§ã®æé·è¦éãã¯å¤§ããå¤ãããªããã¨è¿°ã¹ã¦ãã¾ãããå対éåèªä½ã¯æ³å®å ã§ãå®éã®å®¹é追å ã¸ã®å½±é¿ã¯éå®çã ã¨ããè¦æ¹ãç¶æãã¦ããã¨èãããã¾ããâ Reuters - æ¥çã®é©å¿ã¨äº¤æ¸
ãã§ã«ä¸é¨ã®ããã¸ã§ã¯ãã§ã¯ãèªåã§çºé»è¨åãç¨æããããå°åã¸ã®è² æ ã軽æ¸ããããªã©ã®å¯¾å¿ãé²ãã§ãã¾ããã¢ã©ããªã¢ã å¾ã«ããããæ¡ä»¶ãæºãããããã¸ã§ã¯ãããé 次許å¯ãåºããã¨ããã·ããªãªãæ³å®ãã¦ããå¯è½æ§ãé«ãã§ãã
å人çãªè¦æ¹ï¼Grokã®è¦ç«ã¦ï¼
Goldmanã®è¦æ¹ã¯ãçµæ¸åçæ§ãæçµçã«åã¤ãã¨ãããæ¯è¼ç楽観çãªãã®ã§ãããã ãã以ä¸ã®ç¹ã§çãè¦ç©ãã£ã¦ããå¯è½æ§ãããã¾ãã
- é»æ°ä»£ã®ä¸æã¯æ権è ã«ã¨ã£ã¦é常ã«ç®ã«è¦ãããããæç¶çãªä¸æºã«ãªããããï¼å®éã«é¸æã§äºç¹åããï¼ã
- å°æ¹ã¬ãã«ã§ã®å対ã¯å·ç¥äºãå¤ãã£ã¦ãç°¡åã«ã¯æ¶ããªãã
- ãAI競äºã«è² ãããã¨ããå½å®¶å®å ¨ä¿éçãªè«çã¯ãå·ã¬ãã«ã®æ権è ã«ã¯é¿ãã«ããã
çµå±ã®ã¨ãããGoldmanã¯ãæ¿æ²»çãªãã¤ãºã¯çæçã ããæ ¹æ¬çãªéè¦ï¼AIã«ããé»åã»è¨ç®éè¦ï¼ã¯æ®ããã¨è¦ã¦ããã®ã ã¨æãã¾ãããã ãé»åã¤ã³ãã©ã®å¶ç´èªä½ã¯Goldmanã以åããææãã¦ãããã¢ã©ããªã¢ã ããªãã¦ã建è¨ãã¼ã¹ã¯éåããå¯è½æ§ãé«ãã§ãã
è¦ããã«ããå対ã¯å¼·ãããå®å ¨ã«æ¢ã¾ãã»ã©ã§ã¯ãªããæ¡ä»¶ãã¤ãã¦åéãããã¨ããå¤æã§ãã
ææ°ã®æ稿
- ç±³ä¸éé¸æã§AIãã¼ã¿ã»ã³ã¿ã¼å対ã®æ°ä¸»å ãå§åããããã´ã¼ã«ããã³ãµãã¯ã¹ã¯ä¸é·æçã«AI DC建è¨ã®å¢ãã¯æç¶ããã¨è¦ã
- ãã¤ãã³ã¹ã®åæé®®ãããã³ã°ãç§å¯éµãçã¾ãã¦ããªãã®ã«ãªã20åã§1å åãæ¶ããï¼éçºè PCãçãããæå£ãSOCã»ã¨ã³ã¸ãã¢ã»CSIRTåãã«AI OSINT解説
- ãç£æ¥èª¿æ»ããã¨ã¿ÃWaymoãèªåé転bZ4Xãé«å²¡å·¥å ´ã§éç£ã¸ã2027å¹´ã®æ¥æ¬åæéè¡ãæ±äº¬100å°ã®ç¡äººã¿ã¯ã·ã¼è¨ç»ã第6ä¸ä»£AIã¨ä¸çå±éãå¾¹åºè§£èª¬