{"id":12405,"date":"2025-10-07T13:54:29","date_gmt":"2025-10-07T04:54:29","guid":{"rendered":"https:\/\/rokemoba.com\/column\/?p=12405"},"modified":"2025-11-18T11:47:27","modified_gmt":"2025-11-18T02:47:27","slug":"neocloud-2025","status":"publish","type":"post","link":"https:\/\/rokemoba.com\/column\/neocloud-2025\/","title":{"rendered":"\u30102025\u5e74\u7248\u3011\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u3068\u306f\uff1f\u6700\u65b0\u52d5\u5411\u3068\u6ce8\u76ee\u4f01\u696d\u3001\u30e2\u30d0\u30a4\u30eb\u901a\u4fe1\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u5fb9\u5e95\u89e3\u8aac"},"content":{"rendered":"\n<p>\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u306f\u4eca\u3084\u6b20\u304b\u305b\u306a\u3044IT\u30a4\u30f3\u30d5\u30e9\u3067\u3059\u304c\u3001AI\u3084\u5206\u6563\u51e6\u7406\u306e\u666e\u53ca\u306b\u4f34\u3044\u300c\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\uff08NeoCloud\uff09\u300d\u3068\u3044\u3046\u65b0\u3057\u3044\u5f62\u614b\u304c\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002\u672c\u8a18\u4e8b\u3067\u306f\u3001\u5f93\u6765\u306e\u30af\u30e9\u30a6\u30c9\u3068\u306e\u9055\u3044\u3084\u5e02\u5834\u898f\u6a21\u3001\u56fd\u5185\u5916\u306e\u52d5\u5411\u306a\u3069\u3092\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 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class=\"has-inline-color\">9\u51467000\u5104\u5186<\/mark><\/strong>\u304b\u3089<strong>5\u5e74\u5f8c\u306b\u306f<mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u7d042\u500d<\/mark>\u306e<mark style=\"background-color:#fcb900\" class=\"has-inline-color\">19\u51462000\u5104\u5186\u898f\u6a21<\/mark>\u306b\u62e1\u5927<\/strong>\u3059\u308b\u898b\u8fbc\u307f\u3067\u3001\u305d\u306e\u4e2d\u3067\u3082AI\u7279\u5316\u578b\u306e\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u304c\u727d\u5f15\u5f79\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002 \u307e\u305f\u3001NVIDIA\u306eGPU\u9700\u8981\u304c\u6025\u5897\u3057\u3001\u30d3\u30c3\u30c8\u30b3\u30a4\u30f3\u63a1\u6398\u304b\u3089AI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u30b7\u30d5\u30c8\u304c\u9032\u3080\u4f01\u696d\u3082\u5897\u52a0\u3002\u3053\u3046\u3057\u305f\u30c8\u30ec\u30f3\u30c9\u304c\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u3092<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u300cAI\u30b4\u30fc\u30eb\u30c9\u30e9\u30c3\u30b7\u30e5\u306e\u3064\u308b\u306f\u3057<\/mark><\/strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\"><strong>\u300d<\/strong><\/mark>\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u3068\u306f\u4f55\u304b\uff1f<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"757\" height=\"426\" src=\"https:\/\/rokemoba.com\/column\/wp-content\/uploads\/2025\/10\/Gemini_Generated_Image_smu9ytsmu9ytsmu9-min.png\" alt=\"\" class=\"wp-image-12419\"\/><\/figure>\n\n\n\n<p><strong>\u300c\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\uff08NeoCloud\uff09\u300d\u3068\u306f\u3001<mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u5f93\u6765\u306e\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u3092\u9032\u5316\u3055\u305b\u305f\u65b0\u3057\u3044IT\u30a4\u30f3\u30d5\u30e9\u306e\u6982\u5ff5<\/mark>\u3067\u3059\u3002<\/strong>\u7279\u306b\u3001AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u3001\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u51e6\u7406\u3001\u5206\u6563\u578b\u30b7\u30b9\u30c6\u30e0\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5f37\u5316\u3068\u3044\u3063\u305f\u73fe\u4ee3\u306e\u30cb\u30fc\u30ba\u306b\u5fdc\u3048\u308b\u5f62\u3067\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5f93\u6765\u306e\u30af\u30e9\u30a6\u30c9\u304c<strong>\u300c\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u7d4c\u7531\u3067\u8a08\u7b97\u8cc7\u6e90\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u3092\u5229\u7528\u3059\u308b\u300d<\/strong>\u3053\u3068\u3092\u4e3b\u76ee\u7684\u3068\u3057\u3066\u3044\u305f\u306e\u306b\u5bfe\u3057\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u3055\u3089\u306b\u4ee5\u4e0b\u306e\u7279\u5fb4\u3092\u6301\u3061\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI\u5bfe\u5fdc<\/strong>\uff1a\u751f\u6210AI\u3084\u6a5f\u68b0\u5b66\u7fd2\u30e2\u30c7\u30eb\u3092\u52b9\u7387\u7684\u306b\u52d5\u304b\u305b\u308bGPU\u30fbTPU\u74b0\u5883\u3092\u6a19\u6e96\u5316<\/li>\n\n\n\n<li><strong>\u5206\u6563\u6027<\/strong>\uff1a\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u30fb\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u69cb\u6210\u306b\u5bfe\u5fdc\u3057\u3001\u969c\u5bb3\u306b\u5f37\u3044<\/li>\n\n\n\n<li><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5f37\u5316<\/strong>\uff1a\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u3084\u5206\u6563\u6697\u53f7\u5316\u306b\u3088\u308b\u5b89\u5168\u6027\u306e\u78ba\u4fdd<\/li>\n\n\n\n<li><strong>\u67d4\u8edf\u6027<\/strong>\uff1a\u5f93\u6765\u30af\u30e9\u30a6\u30c9\u3088\u308a\u7d30\u5206\u5316\u3055\u308c\u305f\u30ea\u30bd\u30fc\u30b9\u63d0\u4f9b<\/li>\n<\/ul>\n\n\n\n<p>\u6d77\u5916\u3067\u306f\u300c\u6b21\u4e16\u4ee3\u30af\u30e9\u30a6\u30c9\uff08Next-Gen Cloud\uff09\u300d\u3068\u547c\u3070\u308c\u308b\u3053\u3068\u3082\u3042\u308a\u3001\u65e5\u672c\u56fd\u5185\u3067\u3082IT\u4f01\u696d\u3084\u901a\u4fe1\u4e8b\u696d\u8005\u304c\u76f8\u6b21\u3044\u3067\u300c\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u300d\u3092\u63b2\u3052\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u6253\u3061\u51fa\u3057\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u5358\u306a\u308b\u30af\u30e9\u30a6\u30c9\u306e\u9032\u5316\u3067\u306f\u306a\u304f\u3001<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u300cAI\u793e\u4f1a\u3092\u652f\u3048\u308b\u57fa\u76e4\u300d<\/mark><\/strong>\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u3089\u308c\u3066\u3044\u308b\u70b9\u304c\u5927\u304d\u306a\u7279\u5fb4\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u5f93\u6765\u30af\u30e9\u30a6\u30c9\u3068\u306e\u9055\u3044<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"971\" height=\"546\" src=\"https:\/\/rokemoba.com\/column\/wp-content\/uploads\/2025\/10\/Gemini_Generated_Image_jzqkd1jzqkd1jzqk-min.png\" alt=\"\" class=\"wp-image-12420\"\/><\/figure>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u5f93\u6765\u306e\u30af\u30e9\u30a6\u30c9\u3068\u6bd4\u3079\u3066\u3001\u7279\u306bAI\u3084\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u51e6\u7406\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u3044\u308b\u70b9\u304c\u5927\u304d\u306a\u7279\u5fb4\u3067\u3059\u3002\u4ee5\u4e0b\u306b\u4e3b\u306a\u9055\u3044\u3092\u307e\u3068\u3081\u307e\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u8a08\u7b97\u8cc7\u6e90\u306e\u7279\u5316<\/strong><br>\u5f93\u6765\u30af\u30e9\u30a6\u30c9\u306fCPU\u4e2d\u5fc3\u3067\u3059\u304c\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306fGPU\u3084TPU\u306a\u3069AI\u5411\u3051\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u3092\u6a19\u6e96\u3067\u63d0\u4f9b\u3002\u8907\u96d1\u306a\u6a5f\u68b0\u5b66\u7fd2\u30e2\u30c7\u30eb\u3082\u52b9\u7387\u3088\u304f\u5b66\u7fd2\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u5206\u6563\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3<\/strong><br>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u3084\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30af\u30e9\u30a6\u30c9\u69cb\u6210\u3092\u524d\u63d0\u3068\u3057\u3066\u304a\u308a\u3001\u969c\u5bb3\u8010\u6027\u3084\u30c7\u30fc\u30bf\u914d\u7f6e\u306e\u67d4\u8edf\u6027\u304c\u9ad8\u3044\u3067\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u51e6\u7406\u5bfe\u5fdc<\/strong><br>AI\u30e2\u30c7\u30eb\u306e\u63a8\u8ad6\u3084\u751f\u6210AI\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u51e6\u7406\u304c\u5fc5\u8981\u306a\u30b1\u30fc\u30b9\u3067\u3082\u4f4e\u9045\u5ef6\u3067\u5bfe\u5fdc\u53ef\u80fd\u3067\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30c7\u30fc\u30bf\u4e3b\u6a29<\/strong><br>\u56fd\u5185\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3084\u6697\u53f7\u5316\u30fb\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u306e\u4ed5\u7d44\u307f\u3092\u7d44\u307f\u5408\u308f\u305b\u3001\u6d77\u5916\u4f9d\u5b58\u3092\u6e1b\u3089\u3057\u305f\u5b89\u5168\u6027\u306e\u9ad8\u3044\u904b\u7528\u304c\u53ef\u80fd\u3067\u3059\u3002<\/li>\n\n\n\n<li><strong>\u7528\u9014\u306e\u5e83\u3055<\/strong><br>\u5f93\u6765\u30af\u30e9\u30a6\u30c9\u306f\u4e3b\u306b\u696d\u52d9\u30a2\u30d7\u30ea\u3084\u30b9\u30c8\u30ec\u30fc\u30b8\u304c\u4e2d\u5fc3\u3067\u3057\u305f\u304c\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u7814\u7a76\u958b\u767a\u3001AI\u751f\u6210\u30b5\u30fc\u30d3\u30b9\u3001IoT\u3001\u30b9\u30de\u30fc\u30c8\u30b7\u30c6\u30a3\u306a\u3069\u5e45\u5e83\u3044\u5206\u91ce\u306b\u5bfe\u5fdc\u3067\u304d\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u7279\u5fb4\u306b\u3088\u308a\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u300c\u5358\u306a\u308b\u30af\u30e9\u30a6\u30c9\u306e\u9032\u5316\u7248\u300d\u3067\u306f\u306a\u304f\u3001AI\u793e\u4f1a\u3092\u652f\u3048\u308b<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u65b0\u3057\u3044\u57fa\u76e4\u30a4\u30f3\u30d5\u30e9<\/mark><\/strong>\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u6280\u8853\u7684\u306a\u7279\u5fb4\uff08AI\u30fb\u5206\u6563\u51e6\u7406\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\uff09<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/rokemoba.com\/column\/wp-content\/uploads\/2025\/10\/Gemini_Generated_Image_g763ccg763ccg763-min.png\" alt=\"\" class=\"wp-image-12428\"\/><\/figure>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u5358\u306a\u308b\u30af\u30e9\u30a6\u30c9\u3067\u306f\u306a\u304f\u3001AI\u3084\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u89e3\u6790\u3092\u524d\u63d0\u306b\u8a2d\u8a08\u3055\u308c\u305f\u6280\u8853\u57fa\u76e4\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u4e3b\u306a\u7279\u5fb4\u3092\u6574\u7406\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">AI\u5bfe\u5fdc<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>GPU\u30fbTPU\u306e\u6a19\u6e96\u63d0\u4f9b<\/strong><br>\u9ad8\u901f\u3067\u5927\u898f\u6a21\u306a\u6a5f\u68b0\u5b66\u7fd2\u30e2\u30c7\u30eb\u306e\u5b66\u7fd2\u30fb\u63a8\u8ad6\u304c\u53ef\u80fd\u3002\u751f\u6210AI\u3084\u753b\u50cf\u8a8d\u8b58\u306a\u3069\u8907\u96d1\u306a\u51e6\u7406\u3082\u52b9\u7387\u7684\u306b\u5b9f\u884c\u3067\u304d\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>AI\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u306e\u7d71\u5408<\/strong><br>TensorFlow\u3001PyTorch\u3001JAX\u306a\u3069\u3001\u4e3b\u8981AI\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u306e\u4e92\u63db\u6027\u304c\u9ad8\u304f\u3001\u958b\u767a\u52b9\u7387\u3092\u5411\u4e0a\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u5206\u6563\u51e6\u7406<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30de\u30eb\u30c1\u30af\u30e9\u30a6\u30c9\u30fb\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u5bfe\u5fdc<\/strong><br>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3084\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u3092\u8de8\u3044\u3060\u67d4\u8edf\u306a\u5206\u6563\u69cb\u6210\u304c\u53ef\u80fd\u3002<\/li>\n\n\n\n<li><strong>\u9ad8\u53ef\u7528\u6027\u30fb\u4f4e\u9045\u5ef6<\/strong><br>\u30c7\u30fc\u30bf\u306e\u5206\u6563\u914d\u7f6e\u3084\u30a8\u30c3\u30b8\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u9023\u643a\u306b\u3088\u308a\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u51e6\u7406\u3084\u969c\u5bb3\u8010\u6027\u3092\u5f37\u5316\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5f37\u5316<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30bc\u30ed\u30c8\u30e9\u30b9\u30c8\u30e2\u30c7\u30eb<\/strong><br>\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3084\u30a2\u30af\u30bb\u30b9\u6a29\u9650\u3092\u53b3\u683c\u306b\u7ba1\u7406\u3057\u3001\u5185\u90e8\u30fb\u5916\u90e8\u306e\u653b\u6483\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3002<\/li>\n\n\n\n<li><strong>\u6697\u53f7\u5316\u30fb\u30c7\u30fc\u30bf\u4e3b\u6a29<\/strong><br>\u4fdd\u5b58\u30fb\u8ee2\u9001\u6642\u306e\u6697\u53f7\u5316\u306b\u52a0\u3048\u3001\u56fd\u5185\u6cd5\u898f\u5236\u306b\u6cbf\u3063\u305f\u30c7\u30fc\u30bf\u7ba1\u7406\u304c\u53ef\u80fd\u3002<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u6280\u8853\u7684\u7279\u5fb4\u306b\u3088\u308a\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u300cAI\u793e\u4f1a\u306b\u5bfe\u5fdc\u3057\u305f\u9ad8\u901f\u30fb\u5b89\u5168\u30fb\u67d4\u8edf\u306a\u30af\u30e9\u30a6\u30c9\u57fa\u76e4\u300d<\/mark><\/strong>\u3068\u3057\u3066\u3001\u56fd\u5185\u5916\u3067\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u5e02\u5834\u3092\u727d\u5f15\u3059\u308b\u4e3b\u8981\u30d7\u30ec\u30a4\u30e4\u30fc<\/h2>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306e\u4e3b\u8981\u4f01\u696d\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u306e\u65b0\u8208\u52e2\u529b\u3068\u3057\u3066\u53f0\u982d\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u4f01\u696d\u540d<\/th><th>\u672c\u62e0\u5730\/\u5f37\u307f<\/th><th>\u4e3b\u8981\u5b9f\u7e3e\uff082025\u5e74\uff09<\/th><\/tr><\/thead><tbody><tr><td><strong>CoreWeave<\/strong><\/td><td>\u7c73\u56fd\/GPU\u7279\u5316\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/td><td>OpenAI\u3068224\u5104\u30c9\u30eb\u5951\u7d04\u3001Meta142\u5104\u30c9\u30eb\u4f9b\u7d66<\/td><\/tr><tr><td><strong>Nebius Group<\/strong><\/td><td>\u6b27\u5dde\/\u30b9\u30b1\u30fc\u30e9\u30d6\u30ebAI\u30a4\u30f3\u30d5\u30e9<\/td><td>Microsoft330\u5104\u30c9\u30eb\u6295\u8cc7\u3001\u682a\u4fa1200%\u4e0a\u6607<\/td><\/tr><tr><td><strong>IREN Limited<\/strong><\/td><td>\u7c73\u56fd\/AI\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9<\/td><td>AI\u30af\u30e9\u30a6\u30c9GPU\u6570\u309223,000\u53f0\u306b\u500d\u5897\u3001\u682a\u4fa1300%\u4e0a\u6607<\/td><\/tr><tr><td><strong>Lambda Labs<\/strong><\/td><td>\u7c73\u56fd\/\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u5411\u3051GPU\u30ec\u30f3\u30bf\u30eb<\/td><td>NVIDIA\u63d0\u643a\u3067H100\u72ec\u5360\u4f9b\u7d66<\/td><\/tr><tr><td><strong>Nscale<\/strong><\/td><td>\u30b0\u30ed\u30fc\u30d0\u30eb\/\u30b0\u30ea\u30fc\u30f3\u96fb\u529b\u91cd\u8996<\/td><td>Microsoft\u6295\u8cc7\u5bfe\u8c61\u3001\u6b27\u7c73\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u62e1\u5927<\/td><\/tr><tr><td><strong>FRONTEO<\/strong><\/td><td>\u65e5\u672c\/AI\u30c7\u30fc\u30bf\u89e3\u6790<\/td><td>NVIDIA\u63d0\u643a\u3067\u56fd\u5185AI\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">CoreWeave<\/mark><\/strong>\u306fOpenAI\u3068\u306e\u5927\u578b\u5951\u7d04\u3067\u77e5\u3089\u308c\u3001Meta\u3068\u3082142\u5104\u30c9\u30eb\u306e\u4f9b\u7d66\u5951\u7d04\u3092\u7de0\u7d50\u3002<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\"> Nebius Group<\/mark><\/strong>\u306f\u5e74\u521d\u6765\u682a\u4fa1200%\u4e0a\u6607\u3092\u8a18\u9332\u3057\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u4e2d\u5fc3\u306b\u62e1\u5927\u4e2d\u3002 <strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">Lambda Labs<\/mark><\/strong>\u3084<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">Nscale<\/mark><\/strong>\u3082GPU\u8cb8\u51fa\u3067\u6025\u6210\u9577\u3057\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e330\u5104\u30c9\u30eb\u6295\u8cc7\u5bfe\u8c61\u306b\u540d\u3092\u9023\u306d\u307e\u3059\u3002 \u65e5\u672c\u682a\u3067\u306fFRONTEO\u3084SRE\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u304c\u95a2\u9023\u9298\u67c4\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u3001NVIDIA\u63d0\u643a\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e09\u9283\u58eb\u306e\u682a\u4fa1\u52d5\u5411\u3068\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u5206\u6790<\/h3>\n\n\n\n<p>\u4e0a\u8a18\u306e\u4e3b\u8981\u30d7\u30ec\u30a4\u30e4\u30fc\u306e\u4e2d\u3067\u3082\u3001\u7279\u306bX(\u65e7Twitter)\u4e0a\u306b\u304a\u3044\u3066\u300c\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u4e09\u9283\u58eb\u300d\u3068\u547c\u3070\u308c\u3001\u7c73\u682a\u6295\u8cc7\u5bb6\u304b\u3089\u71b1\u3044\u8996\u7dda\u3092\u96c6\u3081\u3066\u3044\u308bCoreWeave\u3001Nebius Group\u3001IREN Limited\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u306e\u7206\u767a\u7684\u9700\u8981\u3092\u80cc\u666f\u306b\u30012025\u5e74\u5f8c\u534a\u306e\u5e02\u5834\u3067\u3072\u3068\u304d\u308f\u5b58\u5728\u611f\u3092\u653e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u4f01\u696d\u306f\u3001GPU\u30af\u30e9\u30a6\u30c9\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u6025\u62e1\u5927\u306b\u3088\u308a\u53ce\u76ca\u3092\u6025\u4f38\u3055\u305b\u3066\u3044\u307e\u3059\u304c\u3001\u9ad8\u3044\u6210\u9577\u30d7\u30ec\u30df\u30a2\u30e0\u304c\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u8b70\u8ad6\u3092\u547c\u3093\u3067\u3044\u307e\u3059\u3002\u4ee5\u4e0b\u306b\u3001\u6700\u65b0\u306e\u682a\u4fa1\u3068\u4e3b\u8981\u8ca1\u52d9\u6307\u6a19\u3092\u307e\u3068\u3081\u305f\u8868\u3092\u63b2\u8f09\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30c7\u30fc\u30bf\u306f2025\u5e7411\u670814\u65e5\u6642\u70b9\u306e\u3082\u306e\u3092\u57fa\u306b\u3001Trailing P\/E\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff09\u3001EV\/EBITDA\uff08\u4f01\u696d\u4fa1\u5024\/EBITDA\u500d\u7387\uff09\u3001P\/S\uff08\u682a\u4fa1\u58f2\u4e0a\u9ad8\u500d\u7387\uff09\u3092\u4e2d\u5fc3\u306b\u7b97\u51fa\u3002\u30bb\u30af\u30bf\u30fc\u5e73\u5747\uff08AI\/\u30af\u30e9\u30a6\u30c9\u5206\u91ce\u306eP\/E\u7d0480-150\u500d\u3001EV\/EBITDA\u7d0440-100\u500d\uff09\u3068\u6bd4\u8f03\u3057\u305fAI(Grok4)\u306b\u3088\u308b\u7c21\u6613\u8a55\u4fa1\u3092\u52a0\u3048\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>Q3 2025\u6c7a\u7b97\u306e\u30cf\u30a4\u30e9\u30a4\u30c8\u3068\u3057\u3066\u3001CoreWeave\u306f\u58f2\u4e0a\u9ad813.6\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4\u5927\u5e45\u5897\uff09\u3001Nebius Group\u306f\u58f2\u4e0a\u9ad81.46\u5104\u30c9\u30eb\uff08+355% YoY\uff09\u3068\u6025\u6210\u9577\u3001IREN Limited\u306f\u58f2\u4e0a\u9ad81.48\u5104\u30c9\u30eb\u3092\u8a18\u9332\u3002\u5168\u4f53\u3068\u3057\u3066\u3001\u5bb9\u91cf\u62e1\u5f35\u3068\u5927\u578b\u5951\u7d04\u304c\u6210\u9577\u3092\u5f8c\u62bc\u3057\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u96fb\u529b\u30fb\u30ad\u30e3\u30d1\u30b7\u30c6\u30a3\u5236\u7d04\u304c\u8ab2\u984c\u3068\u3057\u3066\u6d6e\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u8a55\u4fa1\u306f\u300c\u5272\u5b89\uff08\u30bb\u30af\u30bf\u30fc\u4e0b\u9650\u4ee5\u4e0b\uff09\u300d\u300c\u9069\u6b63\uff08\u5e73\u5747\u8fd1\u8fba\uff09\u300d\u300c\u5272\u9ad8\uff08\u5e73\u5747\u4e0a\u9650\u8d85\uff09\u300d\u306e3\u6bb5\u968e\u3068\u3057\u3001\u6210\u9577\u30dd\u30c6\u30f3\u30b7\u30e3\u30eb\u3092\u8003\u616e\u3057\u305f\u8996\u70b9\u3067\u306e\u8003\u5bdf\u3092\u4f75\u8a18\u3057\u307e\u3059\u3002<br><br>\u203bGrok 4 \u306b\u3088\u308b\u7c21\u6613\u8a55\u4fa1\u30002025\/11\/14\u66f4\u65b0<br>\u203b\u672cAI\u306b\u3088\u308b\u7c21\u6613\u8a55\u4fa1\u306f\u60c5\u5831\u306e\u63d0\u4f9b\u3092\u76ee\u7684\u3068\u3057\u3066\u4f5c\u6210\u3057\u305f\u3082\u306e\u3067\u3042\u308a\u3001\u6295\u8cc7\u52e7\u8a98\u3084\u7279\u5b9a\u9298\u67c4\u3078\u306e\u6295\u8cc7\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u30c6\u30a3\u30c3\u30ab\u30fc<\/th><th>\u682a\u4fa1 (USD)<\/th><th>Trailing P\/E<\/th><th>EV\/EBITDA<\/th><th>P\/S Ratio<\/th><th>\u8a55\u4fa1<\/th><\/tr><\/thead><tbody><tr><td>CRWV<\/td><td>78.34<\/td><td>-47.00<\/td><td>68.60<\/td><td>7.46<\/td><td>\u5272\u5b89\uff08\u4e0a\u5834\u76f4\u5f8c\u8abf\u6574\u4e2d\u3001Forward P\/E\u6539\u5584\u4f59\u5730\u5927\uff09<\/td><\/tr><tr><td>NBIS<\/td><td>93.88<\/td><td>108.53<\/td><td>-92.00<\/td><td>93.00<\/td><td>\u5272\u9ad8\uff08Meta\u5951\u7d04\u3067Forward\u6539\u5584\u4f59\u5730\u5927\u3001\u96fb\u529b\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u6ce8\u610f\uff09<\/td><\/tr><tr><td>IREN<\/td><td>47.64<\/td><td>28.01<\/td><td>57.40<\/td><td>19.18<\/td><td>\u9069\u6b63<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>IREN<\/strong>: BTC\u304b\u3089AI HPC\u30d4\u30dc\u30c3\u30c8\u6210\u529f\u3001\u6642\u4fa1\u7dcf\u984d7.5B\u30c9\u30eb\u898f\u6a21\u3002\u96fb\u529b\u512a\u4f4d\u3067Forward P\/E\u6539\u5584\u4f59\u5730\u3002Q3\u58f2\u4e0a\u9ad81.48\u5104\u30c9\u30eb\u3068\u5805\u8abf\u3002<\/p>\n\n\n\n<p><strong>CoreWeave<\/strong>: Q3\u58f2\u4e0a\u9ad813.6\u5104\u30c9\u30eb\uff08YoY+207%\u8d85\uff09\u3001OpenAI\u63d0\u643a\u3067\u30a4\u30f3\u30d5\u30e9\u52a0\u901f\u3002FY2025\u30ac\u30a4\u30c0\u30f3\u30b95.05-5.15\u5104\u30c9\u30eb\u3002\u9577\u671fNVIDIA\u7d1a\u30dd\u30b8\u30b7\u30e7\u30f3\u72d9\u3044\u3002<\/p>\n\n\n\n<p><strong>Nebius Group<\/strong>: Q3\u58f2\u4e0a\u9ad81.46\u5104\u30c9\u30eb\uff08+355% YoY\uff09\u3001Microsoft17.4B\u30c9\u30eb\u5951\u7d04\u306b\u52a0\u3048\u3001Meta\u3068\u306e3B\u30c9\u30eb\u5951\u7d04\u203b\u3067\u9ed2\u5b57\u8ee2\u63db\u52a0\u901f\u3002\u6b27\u5ddeDC\u62e1\u5927\u3067\u30d9\u30b9\u30c8\u30d1\u30d5\u30a9\u30fc\u30de\u30fc\u5019\u88dc\u3060\u304c\u3001\u96fb\u529b\u5bb9\u91cf\u4e0d\u8db3\u304c\u5951\u7d04\u898f\u6a21\u3092\u5236\u9650\u3002<br><br>\u203b\u3000Nebius Group\u306eMeta\u5951\u7d04\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u4f9b\u7d66\u3068\u3057\u30665\u5e74\u3067\u7d043\u5104\u30c9\u30eb\u898f\u6a21\u3067\u3059\u304c\u3001\u96fb\u529b\u5bb9\u91cf\u306e\u4e0d\u8db3\u306b\u3088\u308a\u5f53\u521d\u60f3\u5b9a\u306e\u30d5\u30eb\u30b9\u30da\u30c3\u30af\u53d7\u6ce8\u304c\u3067\u304d\u305a\u3001\u5951\u7d04\u984d\u304c\u4e0a\u9650\u3055\u308c\u305f\u70b9\u304c\u6ce8\u76ee\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u89e3\u6d88\u306b\u5411\u3051\u30012026\u5e74\u672b\u306e\u5951\u7d04\u96fb\u529b\u76ee\u6a19\u30921GW\u304b\u30892.5GW\u3078\u5f15\u304d\u4e0a\u3052\u3001CapEx\u309250\u5104\u30c9\u30eb\u306b\u5897\u984d\u3059\u308b\u8a08\u753b\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u305f\u3060\u3057\u3001Nebius Group\u306e\u8a55\u4fa1\u306b\u304a\u3044\u3066\u306f\u3001AI\u30a4\u30f3\u30d5\u30e9\u672c\u696d\u4ee5\u5916\u306e\u8cc7\u7523\u4fa1\u5024\u3082\u7121\u8996\u3067\u304d\u306a\u3044\u30dd\u30a4\u30f3\u30c8\u3067\u3059\u3002\u540c\u793e\u306f\u65e7Yandex\u7531\u6765\u306e\u30b9\u30d4\u30f3\u30a2\u30a6\u30c8\u4f01\u696d\u7fa4\u306b\u5bfe\u3057\u3001ClickHouse\uff08\u7d0428%\u4fdd\u6709\u3001\u4f01\u696d\u4fa1\u5024\u7d0460\u5104\u30c9\u30eb\u898f\u6a21\u3067Nebius\u6301\u5206\u7d0417\u5104\u30c9\u30eb\u76f8\u5f53\uff09\u3001Avride\uff08\u81ea\u52d5\u904b\u8ee2\u6280\u8853\u3001Uber\u306a\u3069\u6226\u7565\u6295\u8cc7\u5bb6\u53c2\u5165\u306b\u3088\u308a\u8a55\u4fa1\u4e0a\u6607\u4e2d\uff09\u3001Toloka\uff08AI\u30c7\u30fc\u30bf\u30e9\u30d9\u30ea\u30f3\u30b0\u3001Bezos Expeditions\u4e3b\u5c0e\u306e\u5927\u578b\u8abf\u9054\u3067\u5927\u5e45\u306a\u4fa1\u5024\u5411\u4e0a\uff09\u306a\u3069\u306e\u30a8\u30af\u30a4\u30c6\u30a3\u30b9\u30c6\u30fc\u30af\u3092\u4fdd\u6709\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306e\u300c\u96a0\u308c\u8cc7\u7523\u300d\u306f\u5408\u8a08\u3067\u6570\u5341\u5104\u30c9\u30eb\u898f\u6a21\u306e\u6f5c\u5728\u4fa1\u5024\u3092\u6709\u3059\u308b\u3068\u5e02\u5834\u3067\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u3089\u3092\u4e00\u90e8\u73fe\u91d1\u5316\u30fb\u518d\u6295\u8cc7\u3059\u308b\u3053\u3068\u3067\u3001\u96fb\u529b\u30fbGPU\u8abf\u9054\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u3092\u88dc\u5b8c\u3057\u3064\u3064\u3001\u5e0c\u8584\u5316\u3092\u6700\u5c0f\u9650\u306b\u6291\u3048\u305f\u6210\u9577\u8cc7\u91d1\u3092\u78ba\u4fdd\u53ef\u80fd\u3067\u3042\u308a\u3001\u7d50\u679c\u3068\u3057\u3066\u672c\u696d\u306e\u30b9\u30b1\u30fc\u30ea\u30f3\u30b0\u3092\u52a0\u901f\u3055\u305b\u308b\u5f37\u529b\u306a\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30aa\u30d7\u30b7\u30e7\u30f3\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u96fb\u529b\u5236\u7d04\u304c\u77ed\u671f\u7684\u30ea\u30b9\u30af\u3067\u3042\u308b\u4e00\u65b9\u3001\u3053\u308c\u3089\u306e\u8cc7\u7523\u7fa4\u306fNebius\u3092\u300c\u5358\u306a\u308b\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u300d\u3067\u306f\u306a\u304f\u300cAI\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u3092\u5185\u5305\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u300d\u3068\u3057\u3066\u4f4d\u7f6e\u3065\u3051\u308b\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306e\u5b9f\u969b\u306e\u5c0e\u5165\u4e8b\u4f8b<\/h2>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306e\u5c0e\u5165\u4e8b\u4f8b\u3068\u3057\u3066\u3001<strong>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306eAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u62e1\u5f35<\/strong>\u304c\u4ee3\u8868\u7684\u3067\u3059\u3002\u540c\u793e\u306f<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">Nebius\u3001CoreWeave\u3001Nscale\u3068\u306e\u5951\u7d04\u30675\u5146\u5186\u898f\u6a21\u306e\u6295\u8cc7<\/mark><\/strong>\u3092\u9032\u3081\u3001AI\u30b5\u30fc\u30d3\u30b9\u306e\u9ad8\u53ce\u76ca\u5316\u3092\u5b9f\u73fe\u3002 \u307e\u305f\u3001<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">OpenAI\u306fCoreWeave\u3068\u6700\u5927224\u5104\u30c9\u30eb\u306e\u5951\u7d04\u3092\u62e1\u5927<\/mark><\/strong>\u3057\u3001ChatGPT\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u52a0\u901f\u3002Meta\u3082CoreWeave\u3092\u6d3b\u7528\u3057\u3001Llama\u30e2\u30c7\u30eb\u306e\u63a8\u8ad6\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p>\u3053\u308c\u3089\u306e\u4e8b\u4f8b\u304b\u3089\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u5927\u898f\u6a21AI\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u89e3\u6d88\u306b\u52b9\u679c\u3092\u767a\u63ee\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"959\" height=\"540\" src=\"https:\/\/rokemoba.com\/column\/wp-content\/uploads\/2025\/10\/Gemini_Generated_Image_rjfsgerjfsgerjfs-min.png\" alt=\"\" class=\"wp-image-12424\"\/><\/figure>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u5e02\u5834\u306f\u3001AI\u30fbIoT\u30fb\u30a8\u30c3\u30b8\u6280\u8853\u306e\u6025\u901f\u306a\u9032\u5316\u306b\u4f34\u3044\u3001\u4eca\u5f8c\u5927\u304d\u306a\u6210\u9577\u304c\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u751f\u6210AI\u306e\u666e\u53ca\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306e\u62e1\u5927\u3001\u5206\u6563\u578bAI\u30a4\u30f3\u30d5\u30e9\u306e\u53f0\u982d\u304c\u5e02\u5834\u62e1\u5927\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e16\u754c\u306eGPU\u5e02\u5834\u4e88\u6e2c<\/h3>\n\n\n\n<p>\u8abf\u67fb\u4f1a\u793e\u306e\u3001AI\u3092\u652f\u3048\u308bGPU\u5e02\u5834\u4e88\u6e2c\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u5e74\u5ea6<\/th><th>\u5e02\u5834\u898f\u6a21\uff08\u63a8\u5b9a\uff09<\/th><\/tr><\/thead><tbody><tr><td>2024\u5e74<\/td><td>\u7d04186\u5104\u30c9\u30eb<\/td><\/tr><tr><td>2025\u5e74<\/td><td>\u7d04216\u5104\u30c9\u30eb<\/td><\/tr><tr><td>2033\u5e74<\/td><td>\u7d041,819\u5104\u30c9\u30eb<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u304a\u3088\u305d<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">10\u5e74\u9593\u3067\u7d0410\u500d<\/mark><\/strong>\u306e\u898f\u6a21\u306b\u62e1\u5927\u3059\u308b\u8a08\u7b97\u3067\u3001<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f\u7d0431.7%<\/mark><\/strong>\u3068\u3001\u6975\u3081\u3066\u9ad8\u3044\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u65e5\u672c\u5e02\u5834\u306e\u4e88\u6e2c<\/h3>\n\n\n\n<p>\u65e5\u672c\u306b\u304a\u3044\u3066\u3082\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u5e02\u5834\u306f\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u56fd\u5185\u5e02\u5834\u306f\u3001\u653f\u5e9c\u306eAI\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u3084\u4f01\u696d\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u62e1\u5f35\u306b\u3088\u308a\u3001\u4e16\u754c\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u306b\u8ffd\u968f\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">\u56fd\u5185AI\u30af\u30e9\u30a6\u30c9\u5e02\u5834\u898f\u6a21\u4e88\u6e2c\uff08\u65e5\u672c\uff09<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u5e74\u5ea6<\/th><th>\u5e02\u5834\u898f\u6a21\uff08\u63a8\u5b9a\uff09<\/th><\/tr><\/thead><tbody><tr><td>2024\u5e74<\/td><td>\u7d0444.6\u5104\u30c9\u30eb\uff08\u7d046,000\u5104\u5186\uff09<\/td><\/tr><tr><td>2030\u5e74<\/td><td>\u7d04456.5\u5104\u30c9\u30eb\uff08\u7d046\u5146\u5186\uff09<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>\u65e5\u672c\u5e02\u5834\u306f\u3001\u4f4e\u9045\u5ef6\u30fb\u7701\u96fb\u529b\u30fb\u5206\u6563\u578b\u30af\u30e9\u30a6\u30c9\u3092\u91cd\u8996\u3059\u308b\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306e\u5c0e\u5165\u304c\u9032\u3080\u3053\u3068\u3067\u3001<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f\u7d0447.4\uff05<\/mark><\/strong>\u3068\u3001\u6975\u3081\u3066\u9ad8\u3044\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>\u4e16\u754c\u5e02\u5834\u3067\u306f\u3001GPU\u9700\u8981\u306e\u62e1\u5927\u3084\u751f\u6210AI\u306e\u666e\u53ca\u306b\u3088\u308a\u30012033\u5e74\u307e\u3067\u306b<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u5e02\u5834\u898f\u6a21\u306f\u7d0410\u500d\u306b\u6210\u9577<\/mark><\/strong>\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u307e\u3059\u3002\u65e5\u672c\u5e02\u5834\u3067\u3082\u3001\u653f\u5e9c\u306e\u6295\u8cc7\u3084\u4f01\u696d\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u62e1\u5f35\u306b\u3088\u308a\u6025\u901f\u306a\u6210\u9577\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u3002\u4eca\u5f8c\u306f\u5f93\u6765\u306eIaaS\u578b\u30af\u30e9\u30a6\u30c9\u304b\u3089AI\u6700\u9069\u5316\u578bPaaS\u3078\u306e\u8ee2\u63db\u304c\u52a0\u901f\u3057\u3001<strong>\u4e16\u754c\u30fb\u65e5\u672c\u3068\u3082\u306b\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306e\u9700\u8981\u306f\u3055\u3089\u306b\u62e1\u5927\u3059\u308b<\/strong>\u3068\u8003\u3048\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306e\u30e2\u30d0\u30a4\u30eb\u901a\u4fe1\u306b\u4e0e\u3048\u308b\u5f71\u97ff<\/h2>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1020\" height=\"554\" src=\"http:\/\/rokemoba.com\/column\/wp-content\/uploads\/2025\/08\/\u30b9\u30af\u30ea\u30fc\u30f3\u30b7\u30e7\u30c3\u30c8-2025-08-18-154050.png\" alt=\"\" class=\"wp-image-11052\"\/><\/figure>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306e\u9032\u5316\u306f\u3001\u30e2\u30d0\u30a4\u30eb\u901a\u4fe1\u74b0\u5883\u306b\u3082\u5927\u304d\u304f\u5f71\u97ff\u3057\u307e\u3059\u3002\u4ee5\u4e0b\u306e\u30dd\u30a4\u30f3\u30c8\u3067\u6574\u7406\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>\u9805\u76ee<\/th><th>\u5f71\u97ff\u5185\u5bb9<\/th><th>\u5177\u4f53\u4f8b<\/th><\/tr><\/thead><tbody><tr><td><strong>\u9ad8\u901f\u30fb\u4f4e\u9045\u5ef6\u901a\u4fe1<\/strong><\/td><td>\u751f\u6210AI\u3084\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u5206\u6790\u3092\u30e2\u30d0\u30a4\u30eb\u7aef\u672b\u3067\u5229\u7528\u53ef\u80fd<\/td><td>AR\/VR\u30a2\u30d7\u30ea\u3001\u9060\u9694\u64cd\u4f5c\u30ed\u30dc\u30c3\u30c8\u3001IoT\u30c7\u30d0\u30a4\u30b9<\/td><\/tr><tr><td><strong>\u30a8\u30c3\u30b8\u51e6\u7406<\/strong><\/td><td>\u901a\u4fe1\u9045\u5ef6\u3092\u6700\u5c0f\u5316\u3057\u3001\u7aef\u672b\u30fb\u57fa\u5730\u5c40\u9593\u3067\u52b9\u7387\u7684\u306b\u51e6\u7406<\/td><td>\u30b9\u30de\u30fc\u30c8\u88fd\u9020\u30e9\u30a4\u30f3\u3001\u4ea4\u901a\u76e3\u8996\u30b7\u30b9\u30c6\u30e0<\/td><\/tr><tr><td><strong>\u56fd\u7523GPU\u6d3b\u7528<\/strong><\/td><td>\u6d77\u5916\u4f9d\u5b58\u3092\u6e1b\u3089\u3057\u305f\u56fd\u5185\u5411\u3051\u30af\u30e9\u30a6\u30c9\u904b\u7528<\/td><td>\u56fd\u5185\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u306eAI\u63a8\u8ad6\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9<\/td><\/tr><tr><td><strong>\u30b5\u30b9\u30c6\u30ca\u30d3\u30ea\u30c6\u30a3<\/strong><\/td><td>\u7701\u30a8\u30cd\u578b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u3088\u308a\u30e2\u30d0\u30a4\u30eb\u7aef\u672b\u306e\u96fb\u529b\u6d88\u8cbb\u3092\u524a\u6e1b<\/td><td>5G\u30e2\u30d0\u30a4\u30eb\u7aef\u672b\u3067\u306e\u9577\u6642\u9593\u5229\u7528\u304c\u53ef\u80fd<\/td><\/tr><tr><td><strong>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30af\u30e9\u30a6\u30c9<\/strong><\/td><td>\u56fd\u5185\u5916\u30af\u30e9\u30a6\u30c9\u306e\u7d44\u307f\u5408\u308f\u305b\u3067\u30bb\u30ad\u30e5\u30a2\u30fb\u9ad8\u901f\u306a\u901a\u4fe1\u74b0\u5883<\/td><td>\u56fd\u969b\u4f1a\u8b70\u30b7\u30b9\u30c6\u30e0\u3001\u30b0\u30ed\u30fc\u30d0\u30ebIoT\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u3001\u5358\u306a\u308bAI\u51e6\u7406\u57fa\u76e4\u3067\u306f\u306a\u304f\u3001<mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u30e2\u30d0\u30a4\u30eb\u901a\u4fe1\u793e\u4f1a\u306e\u9032\u5316\u3092\u652f\u3048\u308b\u91cd\u8981\u306a\u30a4\u30f3\u30d5\u30e9<\/mark><\/strong>\u3068\u306a\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0AI\u3001\u30a8\u30c3\u30b8\u51e6\u7406\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306a\u3069\u3001\u6b21\u4e16\u4ee3\u901a\u4fe1\u793e\u4f1a\u3067\u306e\u65b0\u3057\u3044\u30b5\u30fc\u30d3\u30b9\u3084\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u5b9f\u73fe\u53ef\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081<\/h2>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u3001\u901a\u4fe1\u6280\u8853\u3084\u534a\u5c0e\u4f53\u958b\u767a\u3001\u751f\u6210AI\u3068\u306e\u7d71\u5408\u306a\u3069\u591a\u65b9\u9762\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u7d50\u3073\u3064\u304d\u3001\u5358\u306a\u308b\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u4ee5\u4e0a\u306e\u793e\u4f1a\u30a4\u30f3\u30d5\u30e9\u3078\u9032\u5316\u3057\u3066\u3044\u304f\u3053\u3068\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u3001AI\u3084\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u51e6\u7406\u306b\u7279\u5316\u3057\u305f\u6b21\u4e16\u4ee3\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u3067\u3042\u308a\u3001\u5f93\u6765\u306e\u30af\u30e9\u30a6\u30c9\u3068\u6bd4\u3079\u3066<strong><mark style=\"background-color:#fcb900\" class=\"has-inline-color\">\u9ad8\u901f\u30fb\u5206\u6563\u30fb\u5b89\u5168<\/mark><\/strong>\u306a\u7279\u5fb4\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4eca\u5f8c\u306f\u751f\u6210AI\u306e\u666e\u53ca\u30015G\/6G\u3068\u306e\u9023\u643a\u3001\u56fd\u7523GPU\u958b\u767a\u3001\u30b5\u30b9\u30c6\u30ca\u30d3\u30ea\u30c6\u30a3\u3078\u306e\u5bfe\u5fdc\u3068\u3044\u3063\u305f\u30c8\u30ec\u30f3\u30c9\u304c\u5e02\u5834\u3092\u727d\u5f15\u3057\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306f\u793e\u4f1a\u5168\u4f53\u306e\u30c7\u30fc\u30bf\u57fa\u76e4\u3068\u3057\u3066\u306e\u91cd\u8981\u6027\u3092\u5897\u3057\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u5e02\u5834\u898f\u6a21\u3082\u56fd\u5185\u5916\u3067\u6025\u6210\u9577\u304c\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306fAI\u793e\u4f1a\u306e\u30a4\u30f3\u30d5\u30e9\u3068\u3057\u3066\u3001\u4eca\u5f8c\u307e\u3059\u307e\u3059\u6ce8\u76ee\u3055\u308c\u308b\u5b58\u5728\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u3088\u304f\u3042\u308b\u8cea\u554f\uff08FAQ\uff09<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\"><strong>Q1. \u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"has-medium-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">AI\u3084\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u51e6\u7406\u306b\u7279\u5316\u3057\u305f\u6b21\u4e16\u4ee3\u30af\u30e9\u30a6\u30c9\u3067\u3059\u3002<\/mark><\/strong><\/p>\n\n\n\n<p>\u5f93\u6765\u306e\u30af\u30e9\u30a6\u30c9\u3088\u308aGPU\u30fbTPU\u5bfe\u5fdc\u3084\u5206\u6563\u51e6\u7406\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5f37\u5316\u304c\u9032\u3093\u3067\u304a\u308a\u3001\u751f\u6210AI\u3084IoT\u3001\u30b9\u30de\u30fc\u30c8\u30b7\u30c6\u30a3\u306a\u3069\u5e45\u5e83\u3044\u7528\u9014\u306b\u5bfe\u5fdc\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\"><strong>Q2. \u56fd\u5185\u3067\u3082\u5229\u7528\u3067\u304d\u307e\u3059\u304b\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"has-medium-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">\u306f\u3044\u3001\u56fd\u5185\u3067\u3082\u5229\u7528\u53ef\u80fd\u3067\u3059\u3002<\/mark><\/strong><\/p>\n\n\n\n<p>NTT\u3001\u5bcc\u58eb\u901a\u3001NEC\u3001\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306a\u3069\u304c\u56fd\u5185\u5411\u3051\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3084\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u91cd\u8996\u3057\u305f\u904b\u7528\u304c\u53ef\u80fd\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading has-medium-font-size\"><strong>Q3. \u5f93\u6765\u30af\u30e9\u30a6\u30c9\u3068\u306e\u9055\u3044\u306f\uff1f<\/strong><\/h3>\n\n\n\n<p class=\"has-medium-font-size\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\"><b>A<\/b><\/mark><\/strong><mark style=\"background-color: rgba(0, 0, 0, 0);\" class=\"has-inline-color has-vivid-red-color\"><b>I\u5bfe\u5fdc\u3001\u5206\u6563\u51e6\u7406\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5f37\u5316\u304c\u4e3b\u306a\u9055\u3044\u3067\u3059\u3002<\/b><\/mark><\/p>\n\n\n\n<p>\u5f93\u6765\u30af\u30e9\u30a6\u30c9\u306fCPU\u4e2d\u5fc3\u306e\u6c4e\u7528\u8a08\u7b97\u5411\u3051\u3067\u3059\u304c\u3001\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\u306fGPU\/TPU\u3092\u6a19\u6e96\u63d0\u4f9b\u3057\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0AI\u3084\u5927\u898f\u6a21\u30e2\u30c7\u30eb\u5b66\u7fd2\u306b\u6700\u9069\u5316\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u53c2\u8003URL<\/h2>\n\n\n\n<h4 class=\"wp-block-heading\">CoreWeave (CRWV) \u95a2\u9023<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Q2\u53ce\u76ca\u6210\u9577\u3068OpenAI\u63d0\u643a\u52b9\u679c: <a href=\"https:\/\/seekingalpha.com\/article\/4820430-coreweave-crash-creates-rare-entry-point\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/article\/4820430-coreweave-crash-creates-rare-entry-point<\/a><\/li>\n\n\n\n<li>\u53ce\u76ca\u30d0\u30c3\u30af\u30ed\u30b0\u3068\u6210\u9577\u4e88\u6e2c: <a href=\"https:\/\/seekingalpha.com\/article\/4825221-coreweaves-30b-backlog-changes-everything\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/article\/4825221-coreweaves-30b-backlog-changes-everything<\/a><\/li>\n\n\n\n<li>EBITDA\u30de\u30fc\u30b8\u30f3\u3068\u5e02\u5834\u30dd\u30b8\u30b7\u30e7\u30f3: <a href=\"https:\/\/seekingalpha.com\/article\/4828401-coreweave-is-back-with-the-bulls-rating-upgrade\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/article\/4828401-coreweave-is-back-with-the-bulls-rating-upgrade<\/a><\/li>\n\n\n\n<li>2025\u5e74\u53ce\u76ca\u4e88\u60f3\u8a73\u7d30: <a href=\"https:\/\/seekingalpha.com\/article\/4815603-coreweave-still-neutral-after-q2-results\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/article\/4815603-coreweave-still-neutral-after-q2-results<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Nebius Group (NBIS) \u95a2\u9023<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Microsoft\u3068\u306e17.4B\u30c9\u30eb\u5951\u7d04\u767a\u8868: <a href=\"https:\/\/www.reuters.com\/business\/nebius-signs-174-billion-ai-infrastructure-deal-with-microsoft-shares-jump-2025-09-08\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.reuters.com\/business\/nebius-signs-174-billion-ai-infrastructure-deal-with-microsoft-shares-jump-2025-09-08\/<\/a><\/li>\n\n\n\n<li>\u682a\u4fa1\u53cd\u5fdc\u3068\u62e1\u5927\u6226\u7565: <a href=\"https:\/\/www.reuters.com\/business\/nebius-group-hits-record-high-174-billion-microsoft-deal-affirms-expansion-2025-09-09\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.reuters.com\/business\/nebius-group-hits-record-high-174-billion-microsoft-deal-affirms-expansion-2025-09-09\/<\/a><\/li>\n\n\n\n<li>\u8ffd\u52a0\u8cc7\u91d1\u8abf\u9054\u3068\u5951\u7d04\u62e1\u5f35: <a href=\"https:\/\/www.reuters.com\/business\/ai-infrastructure-company-nebius-raise-3-billion-fuel-growth-2025-09-10\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.reuters.com\/business\/ai-infrastructure-company-nebius-raise-3-billion-fuel-growth-2025-09-10\/<\/a><\/li>\n\n\n\n<li>H1\u8d64\u5b57\u3068Forward\u6539\u5584: <a href=\"https:\/\/www.reuters.com\/business\/autos-transportation\/companies-pouring-billions-advance-ai-infrastructure-2025-09-23\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.reuters.com\/business\/autos-transportation\/companies-pouring-billions-advance-ai-infrastructure-2025-09-23\/<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">IREN Limited (IREN) \u95a2\u9023<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI\u30d4\u30dc\u30c3\u30c8\u6210\u529f\u3068GPU\u30a4\u30f3\u30d5\u30e9: <a href=\"https:\/\/seekingalpha.com\/article\/4826493-iren-timed-its-ai-pivot-to-perfection\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/article\/4826493-iren-timed-its-ai-pivot-to-perfection<\/a><\/li>\n\n\n\n<li>\u65b0\u898fAI\u30af\u30e9\u30a6\u30c9\u5951\u7d04: <a href=\"https:\/\/seekingalpha.com\/pr\/20256514-iren-secures-new-multi-year-ai-cloud-contracts\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/pr\/20256514-iren-secures-new-multi-year-ai-cloud-contracts<\/a><\/li>\n\n\n\n<li>\u53ce\u76ca\u6210\u9577\u3068\u30b9\u30b1\u30fc\u30eb\u30e1\u30ea\u30c3\u30c8: <a href=\"https:\/\/seekingalpha.com\/article\/4826849-iren-juggernaut-in-the-making\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/article\/4826849-iren-juggernaut-in-the-making<\/a><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">\u5168\u4f53\u6bd4\u8f03\u30fb\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u8a55\u4fa1\u95a2\u9023<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>CoreWeave vs. Nebius\u306e\u6295\u8cc7\u6bd4\u8f03: <a href=\"https:\/\/www.marketwatch.com\/story\/coreweaves-stock-has-been-red-hot-but-this-rival-may-be-a-better-investment-dee62e4e\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.marketwatch.com\/story\/coreweaves-stock-has-been-red-hot-but-this-rival-may-be-a-better-investment-dee62e4e<\/a><\/li>\n\n\n\n<li>AI\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u5bfe\u6c7a: <a href=\"https:\/\/seekingalpha.com\/article\/4827351-coreweave-or-nebius-id-pick-this-one-to-outperform\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/seekingalpha.com\/article\/4827351-coreweave-or-nebius-id-pick-this-one-to-outperform<\/a><\/li>\n\n\n\n<li>\u5e02\u5834\u30ad\u30e3\u30c3\u30d7\u3068\u6210\u9577\u30dd\u30c6\u30f3\u30b7\u30e3\u30eb: <a href=\"https:\/\/www.fool.com\/investing\/2025\/09\/25\/better-artificial-intelligence-ai-stock-nebius-vs\/\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.fool.com\/investing\/2025\/09\/25\/better-artificial-intelligence-ai-stock-nebius-vs\/<\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30cd\u30aa\u30af\u30e9\u30a6\u30c9\uff08NeoCloud\uff09\u3068\u306f\u3001AI\u3084\u5927\u898f\u6a21\u30c7\u30fc\u30bf\u51e6\u7406\u306b\u7279\u5316\u3057\u305f\u6b21\u4e16\u4ee3\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u3067\u3059\u3002\u56fd\u5185\u5916\u306e\u6ce8\u76ee\u4f01\u696d\u3001\u5e02\u5834\u898f\u6a21\u3001\u6280\u8853\u7684\u7279\u5fb4\u30015G\/6G\u9023\u643a\u306b\u3088\u308b\u901a\u4fe1\u306e\u672a\u6765\u307e\u3067\u308f\u304b\u308a\u3084\u3059\u304f\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n","protected":false},"author":8,"featured_media":12417,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[55],"tags":[],"class_list":["post-12405","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-smart-tech"],"yoast_head":"<!-- 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