{"id":17013,"date":"2026-08-27T17:21:01","date_gmt":"2026-08-27T08:21:01","guid":{"rendered":"https:\/\/jioinc.jp\/investleaders\/?p=17013"},"modified":"2026-08-27T17:44:37","modified_gmt":"2026-08-27T08:44:37","slug":"news_nvidia202608","status":"publish","type":"post","link":"https:\/\/jioinc.jp\/investleaders\/news_nvidia202608\/","title":{"rendered":"NVIDIA\u6c7a\u7b972026\u5e748\u6708\uff5c\u597d\u6c7a\u7b97\u3067\u3082\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u304c\u5168\u9762\u9ad8\u306b\u306a\u3089\u306a\u3044\u7406\u7531"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">NVIDIA\u304c2026\u5e748\u670826\u65e5\u306b\u767a\u8868\u3057\u305f2027\u5e741\u6708\u671f\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u306f\u3001\u58f2\u4e0a\u9ad8\u3001\u5229\u76ca\u3001\u6b21\u56db\u534a\u671f\u306e\u4f1a\u793e\u4e88\u60f3\u304c\u3044\u305a\u308c\u3082\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u3082\u7fcc27\u65e5\u306e\u6771\u4eac\u5e02\u5834\u3067\u306f\u3001\u534a\u5c0e\u4f53\u682a\u304c\u305d\u308d\u3063\u3066\u4e0a\u6607\u3057\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u6c7a\u7b97\u304c\u793a\u3057\u305f\u306e\u306fAI\u9700\u8981\u306e\u5931\u901f\u3067\u306f\u306a\u304f\u3001NVIDIA\u3068\u306e\u4e8b\u696d\u8ddd\u96e2\u3084\u682a\u4fa1\u3078\u306e\u7e54\u308a\u8fbc\u307f\u5ea6\u306b\u3088\u308b\u9078\u5225\u3067\u3059\u3002<\/strong><\/span>\u672c\u8a18\u4e8b\u3067\u306f\u3001\u6c7a\u7b97\u306e\u4e2d\u8eab\u3068\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u90234\u9298\u67c4\u3078\u306e\u5f71\u97ff\u3092\u5206\u3051\u3066\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n<div class=\"p-blogParts post_content\" data-partsID=\"12044\">\n<section class=\"swell-rec-parts\" aria-labelledby=\"swell-rec-title\">\n <div class=\"swell-rec-parts__badge\">\n  <span class=\"swell-rec-parts__badge-icon\">\u2605<\/span><span>\u4eca\u62bc\u3055\u3048\u3066\u304a\u304d\u305f\u3044\u304a\u3059\u3059\u3081\u8a18\u4e8b<\/span>\n <\/div>\n <div class=\"swell-rec-parts__inner\">\n  <header class=\"swell-rec-parts__header\">\n   <p class=\"swell-rec-parts__description\">\u6ce8\u76ee\u30c6\u30fc\u30de\u3084\u6700\u65b0\u306e\u5e02\u5834\u52d5\u5411\u3092\u6df1\u6398\u308a\u3057\u305f\u3001\u7de8\u96c6\u90e8\u304a\u3059\u3059\u3081\u306e\u8a18\u4e8b\u3092\u304a\u5c4a\u3051\u3057\u307e\u3059\u3002<\/p>\n  <\/header>\n <\/div>\n\n\n<p>\t<ol class=\"swell-rec-parts__list\">\n\t\t\t\t\t<li class=\"swell-rec-parts__item\">\n\t\t\t\t<div class=\"swell-rec-parts__rank\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__crown\">\u265b<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__num\">01<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t<a class=\"swell-rec-parts__link\" href=\"https:\/\/jioinc.jp\/investleaders\/tenbagger_toushi\/\">\n\t\t\t\t\t<span class=\"swell-rec-parts__article-title\">\u30102026\u5e74\u7248\u3011\u30c6\u30f3\u30d0\u30ac\u30fc\u306e\u6025\u9a30\u5019\u88dc\u9298\u67c4\u306810\u500d\u3092\u9054\u6210\u3059\u308b\u304a\u5b9d\u682a\u306e\u7279\u5fb4\u3092\u89e3\u8aac\uff01<\/span>\n\t\t\t\t\t<span class=\"swell-rec-parts__arrow\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"swell-rec-parts__item\">\n\t\t\t\t<div class=\"swell-rec-parts__rank\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__num\">02<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t<a class=\"swell-rec-parts__link\" href=\"https:\/\/jioinc.jp\/investleaders\/photonics_toushi\/\">\n\t\t\t\t\t<span class=\"swell-rec-parts__article-title\">\u5149\u96fb\u878d\u5408\u306e\u95a2\u9023\u9298\u67c4\uff5cIOWN\u672c\u547d\u306e\u5149\u534a\u5c0e\u4f53\u3092\u696d\u7e3e\u3068\u682a\u4fa1\u3067\u89e3\u8aac\u30102026\u5e74\u3011<\/span>\n\t\t\t\t\t<span class=\"swell-rec-parts__arrow\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t\t\t<li class=\"swell-rec-parts__item\">\n\t\t\t\t<div class=\"swell-rec-parts__rank\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"swell-rec-parts__num\">03<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t<a class=\"swell-rec-parts__link\" href=\"https:\/\/jioinc.jp\/investleaders\/rareearth_toushi\/\">\n\t\t\t\t\t<span class=\"swell-rec-parts__article-title\">\u30ec\u30a2\u30a2\u30fc\u30b9\u95a2\u9023\u9298\u67c4\u30102026\u3011\uff5c\u5357\u9ce5\u5cf6\u306e\u63a1\u6398\u4f01\u696d\u3068\u672c\u547d\u682a\u3092\u89e3\u8aac<\/span>\n\t\t\t\t\t<span class=\"swell-rec-parts__arrow\" aria-hidden=\"true\"><\/span>\n\t\t\t\t<\/a>\n\t\t\t<\/li>\n\t\t\t<\/ol>\n\t<\/p>\n\n\n\n<a class=\"swell-rec-parts__more\" href=\"https:\/\/jioinc.jp\/investleaders\/category\/thorough\/\">\n    <span class=\"swell-rec-parts__doc-icon\" aria-hidden=\"true\"><\/span>\n    <span>\u3082\u3063\u3068\u95a2\u9023\u8a18\u4e8b\u3092\u8aad\u3080<\/span>\n    <span class=\"swell-rec-parts__more-arrow\" aria-hidden=\"true\"><\/span>\n  <\/a>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n<\/div>\n\n\n<div class=\"p-blogParts post_content\" data-partsID=\"1140\"><p><div class=\"p-adBox -normal -border-off\" data-id=\"12734\" data-ad=\"normal\"><div class=\"p-adBox__body\"><div class=\"p-adBox__img\"><div class=\"swell-block-button red_ is-style-btn_normal\"><a href=\"https:\/\/jioinc.jp\/investleaders\/lp01\/\" class=\"swell-block-button__link track-banner\" data-has-icon=\"1\" data-banner=\"article_a\" data-link-position=\"article_01\"><svg class=\"__icon\" height=\"1em\" width=\"1em\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" aria-hidden=\"true\" viewBox=\"0 0 48 48\"><path d=\"M25.2 24.7 46 9.5V9c0-1.1-.9-2-2-2H4c-1.1 0-2 .9-2 2v.5l20.8 15.1c.7.6 1.7.6 2.4.1z\"><\/path><path d=\"M22.8 29.6 2 14.5V38c0 1.7 1.3 3 3 3h38c1.7 0 3-1.3 3-3V14.5L25.2 29.6c-.7.5-1.7.5-2.4 0z\"><\/path><\/svg><span>\u6025\u9a30\u671f\u5f85\uff13\u9298\u67c4\u3092\u7121\u6599\u3067\u53d7\u3051\u53d6\u308b<\/span><\/a><\/div><\/div><\/div><\/div><\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA\u306e2026\u5e745\uff5e7\u6708\u671f\u6c7a\u7b97\u306f\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u308b<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-h2-earnings-beat.jpg\" alt=\"\" class=\"wp-image-17022\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-h2-earnings-beat.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-h2-earnings-beat-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-h2-earnings-beat-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e2027\u5e741\u6708\u671f\u7b2c2\u56db\u534a\u671f\u306f\u3001AI\u5411\u3051\u8a08\u7b97\u57fa\u76e4\u3078\u306e\u6295\u8cc7\u304c\u7d9a\u3044\u3066\u3044\u308b\u70b9\u3092\u6539\u3081\u3066\u793a\u3057\u307e\u3057\u305f\u3002<strong>\u5b9f\u7e3e\u3060\u3051\u3067\u306a\u304f8\uff5e10\u6708\u671f\u306e\u4f1a\u793e\u4e88\u60f3\u3082\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u305f<\/strong>\u305f\u3081\u3001\u9700\u8981\u305d\u306e\u3082\u306e\u306f\u5f37\u3044\u3068\u3044\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u58f2\u4e0a\u9ad8962\u5104\u30c9\u30eb\u3001\u8abf\u6574\u5f8cEPS2.22\u30c9\u30eb\u3067\u4e88\u60f3\u3092\u4e0a\u56de\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e5\uff5e7\u6708\u671f\u58f2\u4e0a\u9ad8\u306f<strong>962\u51042,100\u4e07\u30c9\u30eb<\/strong>\u3068\u306a\u308a\u3001\u524d\u5e74\u540c\u671f\u304b\u3089106%\u5897\u52a0\u3057\u307e\u3057\u305f\u3002LSEG\u304c\u307e\u3068\u3081\u305f\u5e02\u5834\u4e88\u60f3\u306e921\u51047,000\u4e07\u30c9\u30eb\u3092\u7d0440\u5104\u30c9\u30eb\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8abf\u6574\u5f8c1\u682a\u5229\u76ca\u3092\u793a\u3059EPS\u306f2.22\u30c9\u30eb\u3067\u3001\u5e02\u5834\u4e88\u60f3\u306e2.10\u30c9\u30eb\u3092\u8d85\u3048\u307e\u3057\u305f\u3002\u58f2\u4e0a\u7dcf\u5229\u76ca\u7387\u308275.0%\u3092\u78ba\u4fdd\u3057\u3066\u304a\u308a\u3001\u90e8\u6750\u4fa1\u683c\u304c\u4e0a\u6607\u3059\u308b\u4e2d\u3067\u3082\u9ad8\u3044\u53ce\u76ca\u529b\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002\u5358\u306a\u308b\u5897\u53ce\u3067\u306f\u306a\u304f\u3001\u5229\u76ca\u3092\u4f34\u3063\u305f\u6210\u9577\u3067\u3059\u3002\u4e88\u60f3\u8d85\u904e\u306e\u5e45\u3082\u660e\u78ba\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"900\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/00-chart-nvda-nvidia-1.png\" alt=\"NVIDIA\uff08NVDA\uff09\u306e2025\u5e748\u670827\u65e5\u304b\u30892026\u5e748\u670827\u65e5\u307e\u3067\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\" class=\"wp-image-17043\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/00-chart-nvda-nvidia-1.png 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/00-chart-nvda-nvidia-1-300x225.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/00-chart-nvda-nvidia-1-768x576.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">NVIDIA\uff08NVDA\uff09\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\uff082025\u5e748\u670827\u65e5\u301c2026\u5e748\u670827\u65e5\u3001\u30d7\u30ec\u5e02\u5834\u542b\u3080\uff09\u3002TradingView\u3092\u57fa\u306b\u5f0a\u793e\u4f5c\u6210<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306f117%\u5897\u306e890\u5104\u30c9\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6210\u9577\u3092\u652f\u3048\u305f\u306e\u306f\u3001GPU\u3084\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u3092\u542b\u3080\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u90e8\u9580\u3067\u3059\u3002\u58f2\u4e0a\u9ad8\u306f<strong>\u524d\u5e74\u540c\u671f\u6bd4117%\u5897\u306e890\u5104\u30c9\u30eb<\/strong>\u3068\u306a\u308a\u3001\u5e02\u5834\u4e88\u60f3\u306e850\u51048,000\u4e07\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u751f\u6210AI\u306e\u5b66\u7fd2\u3060\u3051\u3067\u306a\u304f\u3001\u5229\u7528\u8005\u3078\u56de\u7b54\u3092\u8fd4\u3059\u63a8\u8ad6\u51e6\u7406\u306e\u9700\u8981\u304c\u5e83\u304c\u3063\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u3082\u5de8\u5927IT\u4f01\u696d\u306b\u9650\u3089\u305a\u3001AI\u7814\u7a76\u4f01\u696d\u3001\u5404\u56fd\u653f\u5e9c\u3001\u4e00\u822c\u4f01\u696d\u3078\u62e1\u5927\u3057\u307e\u3057\u305f\u3002\u65e5\u672c\u4f01\u696d\u3078\u306e\u6ce2\u53ca\u3092\u8003\u3048\u308b\u969b\u3082\u3001GPU\u306e\u53f0\u6570\u3060\u3051\u3067\u306a\u304f\u5468\u8fba\u30e1\u30e2\u30ea\u30fc\u3084\u691c\u67fb\u3001\u52a0\u5de5\u5de5\u7a0b\u307e\u3067\u898b\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">8\uff5e10\u6708\u671f\u306e\u58f2\u4e0a\u9ad8\u898b\u901a\u3057\u306f1,080\u5104\u30c9\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306f8\uff5e10\u6708\u671f\u306e\u58f2\u4e0a\u9ad8\u3092<strong>1,080\u5104\u30c9\u30eb\u3092\u4e2d\u5fc3\u306b\u4e0a\u4e0b2%<\/strong>\u3068\u4e88\u60f3\u3057\u307e\u3057\u305f\u3002\u5e02\u5834\u4e88\u60f3\u306e\u7d041,042\u5104\uff5e1,052\u5104\u30c9\u30eb\u3092\u4e0a\u56de\u308a\u3001\u56db\u534a\u671f\u58f2\u4e0a\u9ad8\u304c\u521d\u3081\u30661,000\u5104\u30c9\u30eb\u3092\u8d85\u3048\u308b\u898b\u901a\u3057\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u4f1a\u793e\u4e88\u60f3\u306b\u306f\u4e2d\u56fd\u5411\u3051\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7528GPU\u306e\u58f2\u4e0a\u9ad8\u3092\u542b\u3081\u3066\u3044\u307e\u305b\u3093\u3002\u7c73\u56fd\u306e\u8f38\u51fa\u898f\u5236\u3084\u4e2d\u56fd\u653f\u5e9c\u306e\u627f\u8a8d\u72b6\u6cc1\u304c\u8aad\u307f\u3065\u3089\u3044\u305f\u3081\u3067\u3059\u3002\u4e2d\u56fd\u8ca9\u58f2\u304c\u623b\u308c\u3070\u4e0a\u632f\u308c\u8981\u56e0\u306b\u306a\u308a\u307e\u3059\u304c\u3001\u8a18\u4e8b\u57f7\u7b46\u6642\u70b9\u3067\u306f\u8a08\u753b\u3078\u5165\u3063\u3066\u3044\u306a\u3044\u53ce\u76ca\u3068\u3057\u3066\u5206\u3051\u3066\u6271\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2028\u5e741\u6708\u671f\u306f\u7d0470%\u5897\u53ce\u3001Rubin\u3082\u672c\u683c\u7684\u306b\u7acb\u3061\u4e0a\u304c\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d4c\u55b6\u9663\u306f2028\u5e741\u6708\u671f\u306e\u58f2\u4e0a\u9ad8\u306b\u3064\u3044\u3066\u3001<strong>\u524d\u671f\u6bd4\u7d0470%\u306e\u6210\u9577<\/strong>\u3092\u898b\u8fbc\u3080\u7570\u4f8b\u306e\u9577\u671f\u4e88\u60f3\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u6c7a\u7b97\u524d\u306e\u5e02\u5834\u4e88\u60f3\u306f\u7d0444%\u5897\u3060\u3063\u305f\u305f\u3081\u3001AI\u6295\u8cc7\u306e\u7d99\u7d9a\u306b\u5bfe\u3059\u308b\u5f37\u3044\u898b\u901a\u3057\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u4e16\u4ee3\u57fa\u76e4Vera Rubin\u306f\u3059\u3067\u306b\u672c\u683c\u751f\u7523\u3078\u5165\u308a\u30018\uff5e10\u6708\u671f\u306b\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306e\u7d0420%\u3092\u5360\u3081\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002Blackwell\u304b\u3089\u306e\u79fb\u884c\u304c\u59cb\u307e\u308b\u6bb5\u968e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u4eca\u5f8c\u306f\u91cf\u7523\u898f\u6a21\u3068\u51fa\u8377\u901f\u5ea6\u304c\u554f\u308f\u308c\u3001\u5148\u884c\u6295\u8cc7\u3082\u7d9a\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u597d\u6c7a\u7b97\u5f8c\u306e\u65e5\u672c\u682a\u306f\u5168\u9762\u9ad8\u306b\u306a\u3089\u305a4\u9298\u67c4\u3067\u660e\u6697\u304c\u5206\u304b\u308c\u308b<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-h2-japan-stock-reaction.jpg\" alt=\"\" class=\"wp-image-17023\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-h2-japan-stock-reaction.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-h2-japan-stock-reaction-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-h2-japan-stock-reaction-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">8\u670827\u65e5\u306e\u6771\u4eac\u5e02\u5834\u306f\u8cb7\u3044\u5148\u884c\u3067\u59cb\u307e\u308a\u307e\u3057\u305f\u304c\u3001<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u7d42\u5024\u3067\u306f4\u9298\u67c4\u306e\u660e\u6697\u304c\u5206\u304b\u308c\u307e\u3057\u305f\u3002<\/strong><\/span><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>\u9298\u67c4<\/th><th>\u524d\u65e5\u6bd4<\/th><\/tr><\/thead><tbody><tr><td>\u30ad\u30aa\u30af\u30b7\u30a2HD<\/td><td><strong>+5.00%<\/strong><\/td><\/tr><tr><td>\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8<\/td><td><strong>-3.05%<\/strong><\/td><\/tr><tr><td>\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3<\/td><td><strong>+0.90%<\/strong><\/td><\/tr><tr><td>\u30c7\u30a3\u30b9\u30b3<\/td><td><strong>-1.37%<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u65e5\u7d4c\u5e73\u5747\u306f\u4e00\u6642513\u5186\u9ad8\u304b\u3089130\u5186\u5b89\u3078\u5931\u901f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u7d4c\u5e73\u5747\u306f\u524d\u65e5\u6bd4513\u518662\u92ad\u9ad8\u306e6\u4e076,775\u518678\u92ad\u3067\u59cb\u307e\u308a\u307e\u3057\u305f\u3002\u597d\u6c7a\u7b97\u3092\u53d7\u3051\u305f\u8cb7\u3044\u304c\u6307\u6570\u3092\u62bc\u3057\u4e0a\u3052\u305f\u3082\u306e\u306e\u3001\u524d\u5834\u306e\u3046\u3061\u306b\u4e0a\u3052\u5e45\u3092\u5931\u3044\u3001\u7d42\u5024\u306f<strong>130\u518618\u92ad\u5b89\u306e6\u4e076,131\u518698\u92ad<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6c7a\u7b97\u5185\u5bb9\u304c\u60aa\u304b\u3063\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u7c73\u56fd\u306e\u30a4\u30f3\u30d5\u30ec\u6307\u6a19\u3084\u91d1\u5229\u3078\u306e\u8b66\u6212\u304c\u6b8b\u308b\u4e2d\u3001\u5bc4\u308a\u4ed8\u304d\u5f8c\u306e\u8cb7\u3044\u304c\u7d9a\u304b\u306a\u304b\u3063\u305f\u5f62\u3067\u3059\u3002\u671d\u306e\u5024\u52d5\u304d\u3060\u3051\u3067\u534a\u5c0e\u4f53\u682a\u5168\u4f53\u304c\u4e0a\u6607\u3057\u305f\u3068\u307f\u306a\u3059\u3068\u3001\u5b9f\u969b\u306e\u8cc7\u91d1\u306e\u6d41\u308c\u3092\u8aad\u307f\u9055\u3048\u307e\u3059\u3002TOPIX\u3082\u4e0a\u5024\u304c\u91cd\u304f\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ad\u30aa\u30af\u30b7\u30a2\u306f5.0%\u9ad8\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306f0.9%\u9ad8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u306f\u524d\u65e5\u6bd42,500\u5186\u9ad8\u306e5\u4e072,500\u5186\u3067\u5f15\u3051\u307e\u3057\u305f\u3002\u4e0a\u6607\u7387\u306f<strong>5.0%<\/strong>\u3067\u3001AI\u30b5\u30fc\u30d0\u30fc\u306b\u4f7f\u308f\u308c\u308b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcSSD\u3068NAND\u4fa1\u683c\u4e0a\u6607\u3078\u306e\u671f\u5f85\u304c\u8cb7\u3044\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306f500\u5186\u9ad8\u306e5\u4e076,000\u5186\u3067\u3001\u4e0a\u6607\u7387\u306f0.9%\u3067\u3057\u305f\u3002\u534a\u5c0e\u4f53\u88fd\u9020\u88c5\u7f6e\u306e\u9700\u8981\u62e1\u5927\u306f\u8ffd\u3044\u98a8\u3067\u3059\u304c\u3001GPU\u3060\u3051\u306b\u58f2\u4e0a\u304c\u9023\u52d5\u3059\u308b\u4f01\u696d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002NVIDIA\u6c7a\u7b97\u3078\u306e\u53cd\u5fdc\u3082\u30ad\u30aa\u30af\u30b7\u30a2\u3088\u308a\u5c0f\u3055\u304f\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f3.05%\u5b89\u3001\u30c7\u30a3\u30b9\u30b3\u306f1.37%\u5b89<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u524d\u65e5\u6bd41,090\u5186\u5b89\u306e3\u4e074,610\u5186\u3001\u30c7\u30a3\u30b9\u30b3\u306f830\u5186\u5b89\u306e5\u4e079,780\u5186\u3067\u53d6\u5f15\u3092\u7d42\u3048\u307e\u3057\u305f\u3002\u4e0b\u843d\u7387\u306f\u305d\u308c\u305e\u308c<strong>3.05%\u30011.37%<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e21\u793e\u3068\u3082AI\u534a\u5c0e\u4f53\u306e\u5897\u7523\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u308b\u4e8b\u696d\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u308c\u3067\u3082\u4e0b\u843d\u3057\u305f\u305f\u3081\u3001AI\u9700\u8981\u306e\u6709\u7121\u3060\u3051\u3067\u306f\u8aac\u660e\u3067\u304d\u307e\u305b\u3093\u3002\u597d\u696d\u7e3e\u3078\u306e\u671f\u5f85\u304c\u682a\u4fa1\u3078\u5148\u306b\u5165\u3063\u3066\u3044\u305f\u70b9\u3084\u3001\u5bc4\u308a\u4ed8\u304d\u3067\u8cb7\u3063\u305f\u6295\u8cc7\u5bb6\u306e\u58f2\u308a\u304c\u51fa\u305f\u53ef\u80fd\u6027\u3082\u3042\u308a\u307e\u3059\u3002\u58f2\u8cb7\u4ee3\u91d1\u3082\u5927\u304d\u304f\u81a8\u3089\u307f\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA\u95a2\u9023\u3068\u3044\u3046\u3060\u3051\u3067\u306f\u540c\u3058\u5024\u52d5\u304d\u306b\u306a\u3089\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">4\u793e\u306e\u7d42\u5024\u3092\u6bd4\u3079\u308b\u3068\u3001NVIDIA\u95a2\u9023\u682a\u3068\u3044\u3046\u5206\u985e\u306f\u77ed\u671f\u306e\u682a\u4fa1\u4e88\u6e2c\u306b\u306f\u7c97\u3059\u304e\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>NAND\u3001\u30c6\u30b9\u30bf\u30fc\u3001\u524d\u5de5\u7a0b\u88c5\u7f6e\u3001\u5207\u65ad\u30fb\u7814\u524a\u88c5\u7f6e\u3067\u306f\u5229\u76ca\u304c\u5897\u3048\u308b\u6642\u671f\u3082\u6761\u4ef6\u3082\u9055\u3044\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8\u670827\u65e5\u306f\u3001NVIDIA\u3078\u306e\u9023\u60f3\u3088\u308a\u5404\u793e\u56fa\u6709\u306e\u696d\u7e3e\u3084\u682a\u4fa1\u6c34\u6e96\u304c\u512a\u5148\u3055\u308c\u305f\u65e5\u3067\u3057\u305f\u3002\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u4e0a\u6607\u3068\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306e\u4e0b\u843d\u304c\u540c\u6642\u306b\u8d77\u304d\u305f\u70b9\u306f\u3001AI\u6295\u8cc7\u304c\u7d42\u308f\u3063\u305f\u306e\u3067\u306f\u306a\u304f\u3001\u8cc7\u91d1\u304c\u9078\u5225\u3078\u5411\u304b\u3063\u305f\u8a3c\u62e0\u3068\u3044\u3048\u307e\u3059\u3002\u5168\u9762\u9ad8\u3068\u306f\u660e\u3089\u304b\u306b\u9055\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA\u597d\u6c7a\u7b97\u3067\u3082\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u304c\u5168\u9762\u9ad8\u306b\u306a\u3089\u306a\u30444\u3064\u306e\u7406\u7531<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-h2-four-reasons.jpg\" alt=\"NVIDIA\u597d\u6c7a\u7b97\u3067\u3082\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u304c\u5168\u9762\u9ad8\u306b\u306a\u3089\u306a\u30444\u3064\u306e\u7406\u7531\" class=\"wp-image-17024\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-h2-four-reasons.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-h2-four-reasons-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-h2-four-reasons-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e\u597d\u6c7a\u7b97\u306fAI\u6295\u8cc7\u306e\u7d99\u7d9a\u3092\u793a\u3057\u307e\u3057\u305f\u304c\u3001\u65e5\u672c\u682a\u306e\u4e0a\u6607\u3092\u4fdd\u8a3c\u3059\u308b\u6750\u6599\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<strong>\u671f\u5f85\u5024\u3001\u30b3\u30b9\u30c8\u3001\u91d1\u5229\u3001\u4e8b\u696d\u69cb\u9020<\/strong>\u306e4\u70b9\u304c\u3001\u6c7a\u7b97\u7fcc\u65e5\u306e\u5024\u52d5\u304d\u3092\u5206\u3051\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u597d\u696d\u7e3e\u304c\u4e8b\u524d\u306b\u682a\u4fa1\u3078\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u534a\u5c0e\u4f53\u682a\u306f\u6c7a\u7b97\u767a\u8868\u524d\u304b\u3089AI\u6295\u8cc7\u306e\u62e1\u5927\u3092\u6750\u6599\u306b\u8cb7\u308f\u308c\u3066\u3044\u307e\u3057\u305f\u3002\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f8\u670827\u65e5\u6642\u70b9\u3067200\u65e5\u79fb\u52d5\u5e73\u5747\u7dda\u3092<strong>33.67%\u4e0a\u56de\u308a\u3001\u4e88\u60f3PER\u308237.9\u500d<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e\u58f2\u4e0a\u9ad8\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3082\u3001\u3059\u3067\u306b\u9ad8\u3044\u6210\u9577\u3092\u898b\u8fbc\u3093\u3060\u682a\u4fa1\u306a\u3089\u8ffd\u52a0\u306e\u8cb7\u3044\u4f59\u5730\u306f\u9650\u3089\u308c\u307e\u3059\u3002\u5229\u76ca\u78ba\u5b9a\u58f2\u308a\u304c\u51fa\u305f\u3068\u306e\u65ad\u5b9a\u306f\u3067\u304d\u307e\u305b\u3093\u304c\u3001\u696d\u7e3e\u306e\u5f37\u3055\u3060\u3051\u3067\u306a\u304f\u3001\u6c7a\u7b97\u524d\u306b\u3069\u306e\u7a0b\u5ea6\u307e\u3067\u4e0a\u6607\u3057\u3066\u3044\u305f\u304b\u304c\u77ed\u671f\u53cd\u5fdc\u3092\u5de6\u53f3\u3057\u307e\u3057\u305f\u3002\u671f\u5f85\u306e\u9ad8\u3055\u304c\u91cd\u8377\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u4e0a\u6607\u306f\u5229\u76ca\u7387\u4f4e\u4e0b\u3068\u696d\u7e3e\u62e1\u5927\u306e\u4e21\u9762\u3092\u6301\u3064<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30b5\u30fc\u30d0\u30fc\u306b\u306fHBM\u3084DRAM\u3001NAND\u306a\u3069\u5927\u91cf\u306e\u30e1\u30e2\u30ea\u30fc\u304c\u5fc5\u8981\u3067\u3059\u3002\u9700\u7d66\u306e\u5f15\u304d\u7de0\u307e\u308a\u306f\u30e1\u30e2\u30ea\u30fc\u30e1\u30fc\u30ab\u30fc\u306e\u8ca9\u58f2\u4fa1\u683c\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3059\u304c\u3001NVIDIA\u306b\u3068\u3063\u3066\u306f<strong>\u90e8\u6750\u8abf\u9054\u30b3\u30b9\u30c8\u306e\u4e0a\u6607<\/strong>\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306f8\uff5e10\u6708\u671f\u306e\u7c97\u5229\u76ca\u7387\u309274.0%\u3068\u4e88\u60f3\u3057\u3001\u305d\u306e\u5f8c\u306f71\uff5e72%\u307e\u3067\u4f4e\u4e0b\u3059\u308b\u53ef\u80fd\u6027\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u30ad\u30aa\u30af\u30b7\u30a2\u306b\u306f\u4fa1\u683c\u4e0a\u6607\u304c\u8ffd\u3044\u98a8\u3067\u3082\u3001GPU\u4f9b\u7d66\u306e\u9045\u308c\u3084NVIDIA\u306e\u63a1\u7b97\u60aa\u5316\u306f\u88c5\u7f6e\u30fb\u30c6\u30b9\u30bf\u30fc\u682a\u3078\u306e\u671f\u5f85\u3092\u5f31\u3081\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7c73PCE\u4fa1\u683c\u6307\u6570\u306e\u4e0a\u632f\u308c\u3067\u91d1\u5229\u4e0a\u6607\u304c\u8b66\u6212\u3055\u308c\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u5546\u52d9\u7701\u304c8\u670826\u65e5\u306b\u767a\u8868\u3057\u305f7\u6708\u306ePCE\u4fa1\u683c\u6307\u6570\u306f\u3001\u524d\u5e74\u540c\u6708\u6bd4<strong>3.7%\u4e0a\u6607<\/strong>\u3057\u307e\u3057\u305f\u3002\u98df\u54c1\u3068\u30a8\u30cd\u30eb\u30ae\u30fc\u3092\u9664\u304f\u6307\u6570\u30823.3%\u4e0a\u6607\u3057\u3001\u30a4\u30f3\u30d5\u30ec\u7387\u306fFRB\u306e\u76ee\u6a19\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u5229\u304c\u4e0a\u304c\u308b\u3068\u3001\u5c06\u6765\u5229\u76ca\u3078\u306e\u671f\u5f85\u3067\u8cb7\u308f\u308c\u308b\u6210\u9577\u682a\u306e\u7406\u8ad6\u4fa1\u5024\u306f\u4e0b\u304c\u308a\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002NVIDIA\u6c7a\u7b97\u304c\u5f37\u304f\u3066\u3082\u3001\u540c\u3058\u65e5\u306b\u5229\u4e0a\u3052\u89b3\u6e2c\u304c\u5f37\u307e\u308c\u3070\u534a\u5c0e\u4f53\u682a\u306e\u8a55\u4fa1\u306f\u4e0a\u304c\u308a\u307e\u305b\u3093\u300227\u65e5\u306e\u65e5\u672c\u682a\u306f\u3001\u4f01\u696d\u696d\u7e3e\u3068\u91d1\u5229\u304c\u9006\u65b9\u5411\u306b\u50cd\u304d\u307e\u3057\u305f\u3002\u9ad8PER\u9298\u67c4\u307b\u3069\u5f71\u97ff\u3092\u53d7\u3051\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA\u3068\u306e\u4e8b\u696d\u8ddd\u96e2\u3068\u5229\u76ca\u3078\u306e\u53cd\u6620\u6642\u671f\u304c\u9298\u67c4\u3054\u3068\u306b\u7570\u306a\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e\u58f2\u4e0a\u9ad8\u304c\u5897\u3048\u305f\u304b\u3089\u3068\u3044\u3063\u3066\u3001\u65e5\u672c\u4f01\u696d4\u793e\u306e\u5229\u76ca\u304c\u540c\u3058\u56db\u534a\u671f\u306b\u5897\u3048\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u88fd\u54c1\u306e\u767a\u6ce8\u3001\u88c5\u7f6e\u306e\u51fa\u8377\u3001\u9867\u5ba2\u306e\u691c\u53ce\u3001\u58f2\u4e0a\u8a08\u4e0a\u306b\u306f\u6642\u9593\u5dee\u304c\u3042\u308a\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30b9\u30bf\u30fc\u306f\u534a\u5c0e\u4f53\u306e\u751f\u7523\u6570\u91cf\u3068\u8907\u96d1\u5316\u3001\u88fd\u9020\u88c5\u7f6e\u306f\u9867\u5ba2\u306e\u8a2d\u5099\u6295\u8cc7\u3001\u52a0\u5de5\u88c5\u7f6e\u306f\u30a6\u30a7\u30cf\u30fc\u3084\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u751f\u7523\u91cf\u306b\u5de6\u53f3\u3055\u308c\u307e\u3059\u3002\u5404\u793e\u306e\u53d7\u6ce8\u3084\u51fa\u8377\u304c\u5897\u3048\u3066\u521d\u3081\u3066\u3001NVIDIA\u306e\u9700\u8981\u304c\u65e5\u672c\u4f01\u696d\u306e\u5229\u76ca\u3078\u5c4a\u3044\u305f\u3068\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002\u6c7a\u7b97\u767a\u8868\u306e\u6642\u671f\u3082\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/semiconductor_toushi\/\">[\u95a2\u9023]\u534a\u5c0e\u4f53\u95a2\u9023\u9298\u67c4\u306e\u672c\u547d\u682a\uff5cAI\u30fb\u30c0\u30a4\u30e4\u30e2\u30f3\u30c9\u30fb\u56fd\u7523\u5316\u30c6\u30fc\u30de\u3092\u5fb9\u5e95\u89e3\u8aac<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA\u6c7a\u7b97\u304c\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u90234\u9298\u67c4\u3078\u4e0e\u3048\u308b\u5f71\u97ff<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/05-h2-four-japan-stocks.jpg\" alt=\"NVIDIA\u6c7a\u7b97\u304c\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u95a2\u90234\u9298\u67c4\u3078\u4e0e\u3048\u308b\u5f71\u97ff\" class=\"wp-image-17025\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/05-h2-four-japan-stocks.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/05-h2-four-japan-stocks-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/05-h2-four-japan-stocks-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4\u793e\u306f\u3044\u305a\u308c\u3082AI\u534a\u5c0e\u4f53\u5e02\u5834\u306e\u6210\u9577\u3068\u95a2\u4fc2\u3057\u307e\u3059\u3002\u305f\u3060\u3057\u3001<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>NVIDIA\u306eGPU\u58f2\u4e0a\u9ad8\u3078\u6700\u3082\u8fd1\u3044\u4f01\u696d\u304c\u3001\u5fc5\u305a\u682a\u4fa1\u4e0a\u6607\u7387\u3067\u3082\u9996\u4f4d\u306b\u306a\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/strong><\/span>\u5229\u76ca\u306e\u7d4c\u8def\u3092\u6bd4\u3079\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9(285A)\uff5cNAND\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcSSD\u304c\u8ffd\u3044\u98a8<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u4e3b\u529b\u306fNAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u3067\u3059\u300227\u5e743\u6708\u671f\u7b2c1\u56db\u534a\u671f\u306f\u3001SSD\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u58f2\u4e0a\u9ad8\u304c<strong>1\u51461,747\u5104\u5186<\/strong>\u3068\u306a\u308a\u3001\u58f2\u4e0a\u69cb\u6210\u6bd4\u306f66%\u3078\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30b5\u30fc\u30d0\u30fc\u304c\u6271\u3046\u30c7\u30fc\u30bf\u91cf\u306e\u5897\u52a0\u306f\u3001\u4fdd\u5b58\u7528\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcSSD\u9700\u8981\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3059\u3002\u8ca9\u58f2\u5358\u4fa1\u306e\u4e0a\u6607\u3082\u5229\u76ca\u62e1\u5927\u3078\u76f4\u63a5\u5c4a\u304d\u3084\u3059\u3044\u69cb\u9020\u3067\u3059\u3002\u305f\u3060\u3057\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306fHBM\u30e1\u30fc\u30ab\u30fc\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002NVIDIA\u3068\u306e\u95a2\u4fc2\u306fGPU\u5185\u90e8\u306eHBM\u3067\u306f\u306a\u304f\u3001\u5468\u8fba\u30b9\u30c8\u30ec\u30fc\u30b8\u9700\u8981\u3092\u901a\u3058\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"900\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/01-chart-285a-kioxia-1.png\" alt=\"\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff08285A\uff09\u306e2025\u5e748\u670827\u65e5\u304b\u30892026\u5e748\u670827\u65e5\u307e\u3067\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\" class=\"wp-image-17045\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/01-chart-285a-kioxia-1.png 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/01-chart-285a-kioxia-1-300x225.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/01-chart-285a-kioxia-1-768x576.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">\u30ad\u30aa\u30af\u30b7\u30a2\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\uff08285A\uff09\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\uff082025\u5e748\u670827\u65e5\u301c2026\u5e748\u670827\u65e5\uff09\u3002TradingView\u3092\u57fa\u306b\u5f0a\u793e\u4f5c\u6210<\/figcaption><\/figure>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/analysis_285a\/\">[\u95a2\u9023]\u30ad\u30aa\u30af\u30b7\u30a2\u682a\u4fa1(285A)\u306f\u3069\u3053\u307e\u3067\u4e0a\u304c\u308b\u304b\uff5c\u73fe\u5728\u5730\u3068\u4e0a\u6607\u4f59\u5730\u3092\u6574\u7406\r\n<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8(6857)\uff5cGPU\u30fbASIC\u30fb\u30e1\u30e2\u30ea\u30fc\u5411\u3051\u30c6\u30b9\u30bf\u30fc\u9700\u8981\u304c\u62e1\u5927<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u3001\u5b8c\u6210\u3057\u305f\u534a\u5c0e\u4f53\u304c\u6b63\u5e38\u306b\u52d5\u304f\u304b\u8abf\u3079\u308b\u30c6\u30b9\u30bf\u30fc\u306e\u4e16\u754c\u5927\u624b\u3067\u3059\u300227\u5e743\u6708\u671f\u7b2c1\u56db\u534a\u671f\u306e\u30c6\u30b9\u30c8\u30b7\u30b9\u30c6\u30e0\u58f2\u4e0a\u9ad8\u306f<strong>3,336\u5104\u5186<\/strong>\u3067\u3001\u524d\u5e74\u540c\u671f\u304b\u308938.7%\u5897\u52a0\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u793e\u306f2026\u5e74\u306e\u30c6\u30b9\u30bf\u30fc\u5e02\u5834\u4e88\u60f3\u3092\u5f93\u6765\u6bd4\u7d0419%\u5f15\u304d\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002GPU\u3060\u3051\u3067\u306a\u304f\u3001\u63a8\u8ad6\u7528ASIC\u3001CPU\u3001DRAM\u306e\u751f\u7523\u5897\u3068\u9ad8\u6027\u80fd\u5316\u304c\u9700\u8981\u3092\u5e83\u3052\u308b\u305f\u3081\u3067\u3059\u3002\u4e00\u65b9\u3001\u901a\u671f\u7d14\u5229\u76ca\u4e88\u60f3\u309275.8%\u5897\u3078\u4e0a\u65b9\u4fee\u6b63\u6e08\u307f\u3067\u3001\u682a\u4fa1\u306b\u306f\u5f37\u3044\u696d\u7e3e\u671f\u5f85\u304c\u5165\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"900\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-chart-6857-advantest-1.png\" alt=\"\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09\u306e2025\u5e748\u670827\u65e5\u304b\u30892026\u5e748\u670827\u65e5\u307e\u3067\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\" class=\"wp-image-17046\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-chart-6857-advantest-1.png 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-chart-6857-advantest-1-300x225.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/02-chart-6857-advantest-1-768x576.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\uff086857\uff09\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\uff082025\u5e748\u670827\u65e5\u301c2026\u5e748\u670827\u65e5\uff09\u3002TradingView\u3092\u57fa\u306b\u5f0a\u793e\u4f5c\u6210<\/figcaption><\/figure>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/analysis_6857\/\">[\u95a2\u9023]\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8(6857)\u306e\u682a\u4fa1\u304c\u6c7a\u7b97\u5f8c34%\u53cd\u767a\u3057\u305f\u7406\u7531\uff5c\u63a8\u8ad6AI\u7279\u9700\u3068PER37\u500d\u3092\u5206\u6790<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3(8035)\uff5cAI\u5411\u3051\u534a\u5c0e\u4f53\u8a2d\u5099\u6295\u8cc7\u3092\u5e83\u304f\u53d6\u308a\u8fbc\u3080<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306f\u6210\u819c\u3001\u30a8\u30c3\u30c1\u30f3\u30b0\u3001\u6d17\u6d44\u306a\u3069\u534a\u5c0e\u4f53\u306e\u524d\u5de5\u7a0b\u88c5\u7f6e\u3092\u5e45\u5e83\u304f\u5c55\u958b\u3057\u307e\u3059\u300227\u5e743\u6708\u671f\u7b2c1\u56db\u534a\u671f\u306f\u58f2\u4e0a\u9ad8<strong>7,323\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca2,114\u5104\u5186<\/strong>\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f1a\u793e\u5074\u306f2026\u5e74\u306e\u534a\u5c0e\u4f53\u524d\u5de5\u7a0b\u88c5\u7f6e\u5e02\u5834\u30921,500\u5104\u30c9\u30eb\u4ee5\u4e0a\u30012027\u5e74\u30921,900\u5104\u30c9\u30eb\u4ee5\u4e0a\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002GPU\u30fbHBM\u3060\u3051\u3067\u306a\u304f\u3001\u6c4e\u7528DRAM\u3084CPU\u3001NAND\u306e\u8a2d\u5099\u6295\u8cc7\u3082\u5bfe\u8c61\u3067\u3059\u3002NVIDIA\u5358\u72ec\u306e\u6c7a\u7b97\u3088\u308a\u3001\u4e16\u754c\u306e\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u304c\u6295\u8cc7\u8a08\u753b\u3092\u7dad\u6301\u3059\u308b\u304b\u304c\u696d\u7e3e\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"900\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-chart-8035-tokyo-electron-1.png\" alt=\"\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09\u306e2025\u5e748\u670827\u65e5\u304b\u30892026\u5e748\u670827\u65e5\u307e\u3067\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\" class=\"wp-image-17047\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-chart-8035-tokyo-electron-1.png 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-chart-8035-tokyo-electron-1-300x225.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/03-chart-8035-tokyo-electron-1-768x576.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\uff088035\uff09\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\uff082025\u5e748\u670827\u65e5\u301c2026\u5e748\u670827\u65e5\uff09\u3002TradingView\u3092\u57fa\u306b\u5f0a\u793e\u4f5c\u6210<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u30c7\u30a3\u30b9\u30b3(6146)\uff5c\u751f\u6210AI\u5411\u3051IC\u306e\u5207\u65ad\u30fb\u7814\u524a\u9700\u8981\u304c\u7d99\u7d9a<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30a3\u30b9\u30b3\u306f\u534a\u5c0e\u4f53\u30a6\u30a7\u30cf\u30fc\u306e\u5207\u65ad\u3001\u7814\u524a\u3001\u7814\u78e8\u306b\u4f7f\u3046\u88c5\u7f6e\u3068\u6d88\u8017\u54c1\u3092\u624b\u639b\u3051\u307e\u3059\u300227\u5e743\u6708\u671f\u7b2c1\u56db\u534a\u671f\u306f\u58f2\u4e0a\u9ad8<strong>1,143\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca490\u5104\u5186<\/strong>\u3067\u3001\u524d\u5e74\u540c\u671f\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7cbe\u5bc6\u52a0\u5de5\u88c5\u7f6e\u306e\u7528\u9014\u5225\u3067\u306f\u3001\u751f\u6210AI\u5411\u3051\u3092\u4e2d\u5fc3\u306bIC\u7528\u30c0\u30a4\u30b5\u3068\u30b0\u30e9\u30a4\u30f3\u30c0\u306e\u9700\u8981\u304c\u9ad8\u6c34\u6e96\u3067\u3059\u3002\u51fa\u8377\u984d\u306f\u56db\u534a\u671f\u3068\u3057\u3066\u904e\u53bb\u6700\u9ad8\u306e1,359\u5104\u5186\u3067\u3057\u305f\u3002\u305f\u3060\u3057\u58f2\u4e0a\u306f\u9867\u5ba2\u306e\u691c\u53ce\u6642\u306b\u8a08\u4e0a\u3055\u308c\u308b\u305f\u3081\u3001\u51fa\u8377\u306e\u5897\u52a0\u3068\u6c7a\u7b97\u4e0a\u306e\u5897\u53ce\u306b\u306f\u6642\u9593\u5dee\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u3053\u306f\u8981\u6ce8\u610f\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"900\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-chart-6146-disco-1.png\" alt=\"\u30c7\u30a3\u30b9\u30b3\uff086146\uff09\u306e2025\u5e748\u670827\u65e5\u304b\u30892026\u5e748\u670827\u65e5\u307e\u3067\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\" class=\"wp-image-17048\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-chart-6146-disco-1.png 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-chart-6146-disco-1-300x225.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/04-chart-6146-disco-1-768x576.png 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">\u30c7\u30a3\u30b9\u30b3\uff086146\uff09\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\uff082025\u5e748\u670827\u65e5\u301c2026\u5e748\u670827\u65e5\uff09\u3002TradingView\u3092\u57fa\u306b\u5f0a\u793e\u4f5c\u6210<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\u6c7a\u7b97\u5f8c\u306b\u78ba\u8a8d\u3057\u305f\u3044NVIDIA\u3068\u65e5\u672c\u682a\u306e5\u3064\u306e\u6750\u6599<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/06-h2-five-watch-points.jpg\" alt=\"\u6c7a\u7b97\u5f8c\u306b\u78ba\u8a8d\u3057\u305f\u3044NVIDIA\u3068\u65e5\u672c\u682a\u306e5\u3064\u306e\u6750\u6599\" class=\"wp-image-17026\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/06-h2-five-watch-points.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/06-h2-five-watch-points-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/06-h2-five-watch-points-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u6c7a\u7b97\u767a\u8868\u65e5\u306e\u682a\u4fa1\u3060\u3051\u3067\u306f\u3001AI\u6295\u8cc7\u306e\u6301\u7d9a\u529b\u306f\u5206\u304b\u308a\u307e\u305b\u3093\u3002\u4eca\u5f8c\u306f<strong>Rubin\u3001\u5229\u76ca\u7387\u3001\u4f9b\u7d66\u5236\u7d04\u3001\u9867\u5ba2\u306e\u8a2d\u5099\u6295\u8cc7\u3001\u4e2d\u56fd\u8ca9\u58f2<\/strong>\u3092\u7d99\u7d9a\u3057\u3066\u8ffd\u3044\u307e\u3059\u3002\u65e5\u672c\u682a\u306e\u53d7\u6ce8\u306b\u3082\u3064\u306a\u304c\u308b5\u9805\u76ee\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Vera Rubin\u306e\u58f2\u4e0a\u69cb\u6210\u6bd4\u3068\u91cf\u7523\u30b9\u30b1\u30b8\u30e5\u30fc\u30eb<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Vera Rubin\u306f8\uff5e10\u6708\u671f\u306bNVIDIA\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306e<strong>\u7d0420%<\/strong>\u3092\u5360\u3081\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u7acb\u3061\u4e0a\u304c\u308a\u304c\u8a08\u753b\u3069\u304a\u308a\u306a\u3089\u3001GPU\u306b\u52a0\u3048\u3066\u6b21\u4e16\u4ee3HBM\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u3001\u5148\u7aef\u30d1\u30c3\u30b1\u30fc\u30b8\u306e\u9700\u8981\u3082\u5897\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u682a\u3067\u306f\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306e\u30c6\u30b9\u30bf\u30fc\u9700\u8981\u3084\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u3068\u30c7\u30a3\u30b9\u30b3\u306e\u88c5\u7f6e\u9700\u8981\u3078\u6ce2\u53ca\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6b21\u56de\u6c7a\u7b97\u3067\u306fRubin\u306e\u58f2\u4e0a\u69cb\u6210\u6bd4\u3001\u51fa\u8377\u53f0\u6570\u3001\u9867\u5ba2\u306e\u5c0e\u5165\u6642\u671f\u3092\u78ba\u8a8d\u3057\u300120%\u3068\u3044\u3046\u4f1a\u793e\u4e88\u60f3\u304b\u3089\u9045\u308c\u3066\u3044\u306a\u3044\u304b\u3092\u898b\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u7c97\u5229\u76ca\u7387\u306f8\uff5e10\u6708\u671f74%\u304b\u3089\u4eca\u5f8c\u3069\u3053\u307e\u3067\u4f4e\u4e0b\u3059\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306f8\uff5e10\u6708\u671f\u306e\u7c97\u5229\u76ca\u7387\u3092<strong>74.0%\u524d\u5f8c<\/strong>\u3068\u4e88\u60f3\u3057\u307e\u3057\u305f\u30025\uff5e7\u6708\u671f\u306e75.0%\u304b\u30891\u30dd\u30a4\u30f3\u30c8\u4f4e\u4e0b\u3059\u308b\u8a08\u7b97\u3067\u3059\u3002\u3055\u3089\u306b\u7d4c\u55b6\u9663\u306f\u3001\u305d\u306e\u5f8c71\uff5e72%\u307e\u3067\u4e0b\u304c\u308b\u53ef\u80fd\u6027\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u58f2\u4e0a\u9ad8\u304c\u5897\u3048\u3066\u3082\u3001\u30e1\u30e2\u30ea\u30fc\u3084\u90e8\u6750\u4fa1\u683c\u306e\u4e0a\u6607\u3092\u8ca9\u58f2\u4fa1\u683c\u3078\u8ee2\u5ac1\u3067\u304d\u306a\u3051\u308c\u3070\u5229\u76ca\u306e\u4f38\u3073\u306f\u920d\u308a\u307e\u3059\u3002\u65e5\u672c\u306e\u88c5\u7f6e\u682a\u306b\u3068\u3063\u3066\u3082\u3001NVIDIA\u304c\u9ad8\u3044\u5229\u76ca\u7387\u3092\u7dad\u6301\u3057\u3066\u8a2d\u5099\u6295\u8cc7\u3068\u767a\u6ce8\u3092\u62e1\u5927\u3067\u304d\u308b\u304b\u306f\u6b20\u304b\u305b\u306a\u3044\u78ba\u8a8d\u9805\u76ee\u3067\u3059\u3002\u63a1\u7b97\u306e\u5909\u5316\u3092\u8ffd\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30e1\u30e2\u30ea\u30fc\u3068\u90e8\u6750\u4e0d\u8db3\u306fNVIDIA\u306e\u4f9b\u7d66\u91cf\u3092\u5236\u9650\u3059\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306f\u9700\u8981\u4e0d\u8db3\u3067\u306f\u306a\u304f\u3001\u30e1\u30e2\u30ea\u30fc\u306a\u3069\u306e\u90e8\u6750\u4e0d\u8db3\u3067\u4f9b\u7d66\u3092\u5341\u5206\u306b\u5897\u3084\u305b\u306a\u3044\u3068\u8aac\u660e\u3057\u307e\u3057\u305f\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u53d7\u6ce8\u304c\u5f37\u304f\u3066\u3082\u5b8c\u6210\u54c1\u3092\u51fa\u8377\u3067\u304d\u306a\u3051\u308c\u3070\u3001\u58f2\u4e0a\u9ad8\u306e\u4e0a\u9650\u306b\u306a\u308a\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f9b\u7d66\u4e0d\u8db3\u304c\u7d9a\u3051\u3070\u3001NAND\u3092\u8ca9\u58f2\u3059\u308b\u30ad\u30aa\u30af\u30b7\u30a2\u306b\u306f\u4fa1\u683c\u9762\u306e\u8ffd\u3044\u98a8\u304c\u6b8b\u308a\u307e\u3059\u3002\u4e00\u65b9\u3001GPU\u3084AI\u30b5\u30fc\u30d0\u30fc\u306e\u751f\u7523\u53f0\u6570\u304c\u5236\u9650\u3055\u308c\u308b\u3068\u3001\u30c6\u30b9\u30bf\u30fc\u3084\u52a0\u5de5\u88c5\u7f6e\u306e\u9700\u8981\u62e1\u5927\u304c\u5f8c\u308d\u3078\u305a\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u9700\u7d66\u903c\u8feb\u306f\u5168\u793e\u306b\u540c\u3058\u52b9\u679c\u3092\u4e0e\u3048\u307e\u305b\u3093\u3002\u6069\u6075\u306e\u6642\u671f\u3082\u305a\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Microsoft\u3084Alphabet\u306eAI\u8a2d\u5099\u6295\u8cc7\u306f\u7d99\u7d9a\u3059\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e\u9700\u8981\u3092\u652f\u3048\u308b\u306e\u306f\u3001\u5927\u624b\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u306e\u8a2d\u5099\u6295\u8cc7\u3067\u3059\u3002Microsoft\u306e2026\u5e744\uff5e6\u6708\u671f\u8a2d\u5099\u6295\u8cc7\u306f<strong>410\u5104\u30c9\u30eb<\/strong>\u3001Alphabet\u306f449\u5104\u30c9\u30eb\u306b\u9054\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e21\u793e\u3068\u3082\u30b5\u30fc\u30d0\u30fc\u3084GPU\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u4e2d\u5fc3\u306b\u8cc7\u91d1\u3092\u6295\u3058\u3066\u3044\u307e\u3059\u3002NVIDIA\u306e\u53d7\u6ce8\u304c\u5897\u3048\u3066\u3082\u3001\u9867\u5ba2\u304c\u6295\u8cc7\u56de\u53ce\u306e\u9045\u308c\u3092\u7406\u7531\u306b\u652f\u51fa\u3092\u6291\u3048\u308c\u3070\u6210\u9577\u7387\u306f\u4e0b\u304c\u308a\u307e\u3059\u3002\u5404\u793e\u306e\u56db\u534a\u671f\u6c7a\u7b97\u3067\u8a2d\u5099\u6295\u8cc7\u984d\u3068AI\u30b5\u30fc\u30d3\u30b9\u53ce\u76ca\u306e\u4f38\u3073\u3092\u5408\u308f\u305b\u3066\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/datacenter_toushi\/\">[\u95a2\u9023]\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u95a2\u9023\u9298\u67c4\uff5cAI\u30e9\u30c3\u30b7\u30e5\u3068\u96fb\u529b\u4e89\u596a\u6226\u304c\u751f\u3080\u6295\u8cc7\u6a5f\u4f1a\u3092\u5fb9\u5e95\u89e3\u8aac<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e2d\u56fd\u5411\u3051\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306f\u518d\u958b\u3059\u308b\u304b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306f8\uff5e10\u6708\u671f\u4e88\u60f3\u3078\u4e2d\u56fd\u5411\u3051\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7528GPU\u306e\u58f2\u4e0a\u9ad8\u3092\u5165\u308c\u3066\u3044\u307e\u305b\u3093\u3002\u7c73\u56fd\u653f\u5e9c\u304c\u4e00\u90e8\u306e\u8f38\u51fa\u3092\u8a8d\u3081\u3066\u3082\u3001\u51fa\u8377\u91cf\u306f\u9650\u3089\u308c\u3001<strong>\u8a31\u53ef\u3068\u5b9f\u969b\u306e\u8ca9\u58f2\u306e\u9593\u306b\u5dee<\/strong>\u304c\u3042\u308b\u305f\u3081\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e2d\u56fd\u8ca9\u58f2\u304c\u672c\u683c\u7684\u306b\u623b\u308c\u3070\u3001NVIDIA\u306e\u58f2\u4e0a\u9ad8\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u751f\u7523\u91cf\u3092\u62bc\u3057\u4e0a\u3052\u307e\u3059\u3002\u305f\u3060\u3057\u898f\u5236\u306e\u5909\u66f4\u3067\u518d\u3073\u6b62\u307e\u308b\u30ea\u30b9\u30af\u3082\u6b8b\u308a\u307e\u3059\u3002\u4f1a\u793e\u4e88\u60f3\u3078\u4e2d\u56fd\u58f2\u4e0a\u9ad8\u304c\u7d44\u307f\u8fbc\u307e\u308c\u308b\u307e\u3067\u306f\u3001\u4e0a\u632f\u308c\u671f\u5f85\u3060\u3051\u3067\u65e5\u672c\u682a\u306e\u5229\u76ca\u3092\u898b\u7a4d\u3082\u3089\u306a\u3044\u65b9\u304c\u5b89\u5168\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA\u6c7a\u7b97\u304b\u3089\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u3092\u9078\u3076\u969b\u306e\u6ce8\u610f\u70b9<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/07-h2-stock-selection.jpg\" alt=\"NVIDIA\u6c7a\u7b97\u304b\u3089\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u3092\u9078\u3076\u969b\u306e\u6ce8\u610f\u70b9\" class=\"wp-image-17027\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/07-h2-stock-selection.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/07-h2-stock-selection-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/07-h2-stock-selection-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u9700\u8981\u304c\u5f37\u3044\u3068\u3044\u3046\u5927\u304d\u306a\u6d41\u308c\u3068\u3001\u500b\u5225\u682a\u3092\u8cb7\u3046\u4fa1\u683c\u306f\u5225\u554f\u984c\u3067\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u4f01\u696d\u540d\u306e\u9023\u60f3\u3088\u308a\u3001\u5229\u76ca\u306e\u7d4c\u8def\u3068\u73fe\u5728\u306e\u682a\u4fa1\u3092\u5148\u306b\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/strong><\/span>\u4f3c\u305f\u30c6\u30fc\u30de\u540d\u3067\u3082\u5b9f\u969b\u306e\u53ce\u76ca\u69cb\u9020\u306f\u9055\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA\u95a2\u9023\u3068\u3044\u3046\u5206\u985e\u3088\u308a\u4e8b\u696d\u5225\u306e\u5229\u76ca\u5bc4\u4e0e\u3092\u78ba\u8a8d\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c6\u30fc\u30de\u4e00\u89a7\u3078NVIDIA\u95a2\u9023\u3068\u8868\u793a\u3055\u308c\u3066\u3044\u3066\u3082\u3001\u540c\u793e\u3078\u306e\u76f4\u63a5\u58f2\u4e0a\u304c\u958b\u793a\u3055\u308c\u3066\u3044\u308b\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002\u78ba\u8a8d\u3057\u305f\u3044\u306e\u306f\u3001<strong>AI\u5411\u3051\u4e8b\u696d\u306e\u58f2\u4e0a\u6bd4\u7387\u3001\u5229\u76ca\u7387\u3001\u53d7\u6ce8\u6b8b<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u30c6\u30b9\u30bf\u30fc\u5e02\u5834\u3001\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u306f\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\u3001\u30c7\u30a3\u30b9\u30b3\u306f\u88c5\u7f6e\u51fa\u8377\u3068\u9867\u5ba2\u691c\u53ce\u304c\u5229\u76ca\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002NVIDIA\u306e\u58f2\u4e0a\u9ad8\u3060\u3051\u3092\u5404\u793e\u306e\u696d\u7e3e\u3078\u305d\u306e\u307e\u307e\u5f53\u3066\u306f\u3081\u305a\u3001\u6c7a\u7b97\u8cc7\u6599\u306b\u51fa\u3066\u304f\u308b\u4e8b\u696d\u5225\u306e\u6570\u5b57\u3092\u512a\u5148\u3057\u307e\u3059\u3002\u9023\u60f3\u8cb7\u3044\u3068\u306f\u5206\u3051\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NAND\u3068HBM\u3092\u540c\u3058\u30e1\u30e2\u30ea\u30fc\u3068\u3057\u3066\u6271\u308f\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">HBM\u306fGPU\u304c\u5927\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u9ad8\u901f\u51e6\u7406\u3059\u308b\u305f\u3081\u306e\u4f5c\u696d\u9818\u57df\u3067\u3001DRAM\u3092\u7a4d\u5c64\u3057\u305f\u88fd\u54c1\u3067\u3059\u3002NAND\u306f\u96fb\u6e90\u3092\u5207\u3063\u3066\u3082\u30c7\u30fc\u30bf\u3092\u4fdd\u6301\u3057\u3001SSD\u306a\u3069\u306e\u4fdd\u5b58\u88c5\u7f6e\u306b\u4f7f\u308f\u308c\u307e\u3059\u3002<strong>\u5f79\u5272\u3082\u4f9b\u7d66\u4f01\u696d\u3082\u9055\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ad\u30aa\u30af\u30b7\u30a2\u306eAI\u9700\u8981\u306f\u3001HBM\u3092NVIDIA\u3078\u4f9b\u7d66\u3059\u308b\u7d4c\u8def\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002AI\u30b5\u30fc\u30d0\u30fc\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u4fdd\u5b58\u5bb9\u91cf\u304c\u5897\u3048\u308b\u7d50\u679c\u3001NAND\u3068SSD\u306e\u9700\u8981\u304c\u4f38\u3073\u308b\u7d4c\u8def\u3067\u3059\u3002\u30e1\u30e2\u30ea\u30fc\u4fa1\u683c\u304c\u4e0a\u304c\u3063\u3066\u3082\u3001HBM\u3068NAND\u3067\u306f\u5024\u4e0a\u304c\u308a\u306e\u5e45\u3084\u6642\u671f\u304c\u4e00\u81f4\u3057\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u597d\u6c7a\u7b97\u3067\u3082\u671f\u5f85\u5024\u3068\u682a\u4fa1\u6c34\u6e96\u306b\u3088\u3063\u3066\u306f\u4e0b\u843d\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u682a\u4fa1\u306f\u524d\u56de\u6c7a\u7b97\u304b\u3089\u4eca\u56de\u6c7a\u7b97\u307e\u3067\u306b\u5f62\u6210\u3055\u308c\u305f\u671f\u5f85\u3068\u3001\u767a\u8868\u3055\u308c\u305f\u5b9f\u7e3e\u306e\u5dee\u3067\u52d5\u304d\u307e\u3059\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>\u524d\u5e74\u540c\u671f\u6bd4\u3067\u5927\u5e45\u5897\u76ca\u3067\u3082\u3001\u5e02\u5834\u304c\u3055\u3089\u306b\u9ad8\u3044\u6570\u5b57\u3092\u898b\u8fbc\u3093\u3067\u3044\u308c\u3070\u58f2\u3089\u308c\u307e\u3059\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8\u670827\u65e5\u306e\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u3001\u305d\u306e\u5178\u578b\u4f8b\u3068\u3057\u3066\u691c\u8a0e\u3067\u304d\u307e\u3059\u3002\u305f\u3060\u30571\u65e5\u306e\u4e0b\u843d\u3060\u3051\u3067\u5272\u9ad8\u3068\u65ad\u5b9a\u3082\u3067\u304d\u307e\u305b\u3093\u3002\u6b21\u306e\u56db\u534a\u671f\u3067\u4f1a\u793e\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u53d7\u6ce8\u3084\u5229\u76ca\u304c\u7d9a\u3051\u3070\u3001\u682a\u4fa1\u306e\u7e54\u308a\u8fbc\u307f\u3092\u696d\u7e3e\u304c\u8ffd\u3044\u304b\u3051\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u30021\u65e5\u306e\u4e0b\u843d\u7387\u3060\u3051\u3067\u306f\u8a55\u4fa1\u3067\u304d\u307e\u305b\u3093\u3002\u7d99\u7d9a\u6027\u3092\u898b\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/basic_gfrdown\/\">[\u95a2\u9023]\u597d\u6750\u6599\u306a\u306e\u306b\u682a\u4fa1\u304c\u4e0b\u304c\u308b\u306e\u306f\u306a\u305c\uff1f6\u3064\u306e\u7406\u7531\u3068\u4e0b\u843d\u5f8c\u306e\u898b\u5206\u3051\u65b9<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">1\u65e5\u306e\u682a\u4fa1\u53cd\u5fdc\u3060\u3051\u3067AI\u6295\u8cc7\u306e\u7d42\u4e86\u3068\u5224\u65ad\u3057\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u304c\u6c7a\u7b97\u7fcc\u65e5\u306b\u4f38\u3073\u306a\u304b\u3063\u305f\u70b9\u3068\u3001AI\u8a2d\u5099\u6295\u8cc7\u304c\u7d42\u308f\u308b\u70b9\u306f\u540c\u3058\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002NVIDIA\u306e\u4f1a\u793e\u4e88\u60f3\u3084\u5927\u624b\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u306e\u8a2d\u5099\u6295\u8cc7\u984d\u3092\u898b\u308b\u9650\u308a\u3001<strong>\u9700\u8981\u62e1\u5927\u306f\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3067\u3001\u4f9b\u7d66\u4e0d\u8db3\u3084\u91d1\u5229\u4e0a\u6607\u3001\u9867\u5ba2\u306e\u6295\u8cc7\u56de\u53ce\u304c\u9045\u308c\u308b\u30ea\u30b9\u30af\u306f\u6b8b\u308a\u307e\u3059\u3002\u682a\u4fa1\u304c\u4e0b\u843d\u3057\u305f\u65e5\u3060\u3051\u3067\u7d50\u8ad6\u3092\u51fa\u3055\u305a\u3001\u6b21\u56de\u6c7a\u7b97\u307e\u3067\u306b\u53d7\u6ce8\u3001\u51fa\u8377\u3001\u5229\u76ca\u7387\u304c\u3069\u3046\u52d5\u304f\u304b\u3092\u8ffd\u3046\u65b9\u304c\u3001\u4e8b\u696d\u306e\u5909\u5316\u3092\u65e9\u304f\u3064\u304b\u3081\u307e\u3059\u3002\u56db\u534a\u671f\u5358\u4f4d\u3067\u6570\u5b57\u3092\u78ba\u304b\u3081\u307e\u3059\u3002\u77ed\u671f\u53cd\u5fdc\u3068\u306f\u5206\u3051\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">NVIDIA\u6c7a\u7b97\u3068\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u3067\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1200\" height=\"675\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/08-h2-faq.jpg\" alt=\"NVIDIA\u6c7a\u7b97\u3068\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u682a\u3067\u3088\u304f\u3042\u308b\u8cea\u554f\" class=\"wp-image-17028\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/08-h2-faq.jpg 1200w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/08-h2-faq-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/08-h2-faq-768x432.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e\u6c7a\u7b97\u5e74\u5ea6\u3001\u65e5\u672c\u682a\u3078\u306e\u5f71\u97ff\u3001\u30e1\u30e2\u30ea\u30fc\u306e\u7a2e\u985e\u306f\u6df7\u540c\u3055\u308c\u3084\u3059\u3044\u9805\u76ee\u3067\u3059\u3002<strong>2026\u5e748\u670827\u65e5\u6642\u70b9\u3067\u78ba\u8a8d\u3067\u304d\u308b\u60c5\u5831<\/strong>\u3092\u57fa\u306b\u3001\u3088\u304f\u3042\u308b\u7591\u554f\u3078\u56de\u7b54\u3057\u307e\u3059\u3002\u7d50\u8ad6\u304b\u3089\u77ed\u304f\u793a\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">2026\u5e748\u6708\u306eNVIDIA\u6c7a\u7b97\u306f\u597d\u6c7a\u7b97\u3067\u3057\u305f\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5b9f\u7e3e\u3068\u4f1a\u793e\u4e88\u60f3\u306e\u4e21\u65b9\u304c\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u304a\u308a\u3001<strong>\u597d\u6c7a\u7b97\u3068\u8a55\u4fa1\u3067\u304d\u307e\u3059\u3002<\/strong>\u58f2\u4e0a\u9ad8\u306f962\u51042,100\u4e07\u30c9\u30eb\u3001\u8abf\u6574\u5f8cEPS\u306f2.22\u30c9\u30eb\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u58f2\u4e0a\u9ad8\u306f890\u5104\u30c9\u30eb\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8\uff5e10\u6708\u671f\u306e\u58f2\u4e0a\u9ad8\u4e88\u60f3\u30821,080\u5104\u30c9\u30eb\u3068\u5e02\u5834\u4e88\u60f3\u3092\u8d85\u3048\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u4eca\u5f8c\u306e\u7c97\u5229\u76ca\u7387\u4f4e\u4e0b\u3068\u90e8\u6750\u4e0d\u8db3\u306f\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002\u58f2\u4e0a\u6210\u9577\u306e\u5f37\u3055\u3068\u3001\u30b3\u30b9\u30c8\u4e0a\u6607\u306b\u3088\u308b\u63a1\u7b97\u60aa\u5316\u3092\u5206\u3051\u3066\u8a55\u4fa1\u3059\u308b\u6c7a\u7b97\u3067\u3057\u305f\u3002\u5f31\u70b9\u3082\u3059\u3067\u306b\u898b\u3048\u3066\u3044\u307e\u3059\u3002\u4e21\u9762\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u597d\u6c7a\u7b97\u306a\u306e\u306b\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3068\u30c7\u30a3\u30b9\u30b3\u306f\u306a\u305c\u4e0b\u843d\u3057\u307e\u3057\u305f\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6c7a\u7b97\u524d\u304b\u3089AI\u95a2\u9023\u306e\u597d\u696d\u7e3e\u304c\u682a\u4fa1\u3078\u7e54\u308a\u8fbc\u307e\u308c\u3066\u3044\u305f\u70b9\u306b\u52a0\u3048\u3001\u7c73\u30a4\u30f3\u30d5\u30ec\u3068\u91d1\u5229\u3078\u306e\u8b66\u6212\u304c\u6b8b\u3063\u3066\u3044\u305f\u305f\u3081\u3067\u3059\u3002<strong>NVIDIA\u306e\u5897\u53ce\u304c\u4e21\u793e\u306e\u5f53\u65e5\u5229\u76ca\u3078\u76f4\u63a5\u52a0\u308f\u308b\u308f\u3051\u3067\u306f\u306a\u3044<\/strong>\u70b9\u3082\u5f71\u97ff\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u306f\u30c6\u30b9\u30bf\u30fc\u9700\u8981\u3001\u30c7\u30a3\u30b9\u30b3\u306f\u88c5\u7f6e\u306e\u51fa\u8377\u3068\u691c\u53ce\u3092\u901a\u3058\u3066\u6069\u6075\u3092\u53d7\u3051\u307e\u3059\u30028\u670827\u65e5\u306e\u4e0b\u843d\u306fAI\u9700\u8981\u306e\u6d88\u5931\u3092\u793a\u3059\u6570\u5b57\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6b21\u56de\u306e\u5404\u793e\u6c7a\u7b97\u3067\u53d7\u6ce8\u3084\u51fa\u8377\u306e\u5897\u52a0\u3092\u78ba\u8a8d\u3067\u304d\u308b\u304b\u304c\u3001\u682a\u4fa1\u306e\u623b\u308a\u3092\u5de6\u53f3\u3057\u307e\u3059\u3002\u6570\u5b57\u3092\u5f85\u3061\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA\u6c7a\u7b97\u306e\u6069\u6075\u304c\u5927\u304d\u3044\u65e5\u672c\u682a\u306f\u3069\u3053\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306eGPU\u3084AI\u534a\u5c0e\u4f53\u306e\u751f\u7523\u6570\u91cf\u3078\u8fd1\u3044\u306e\u306f\u3001SoC\u3068\u30e1\u30e2\u30ea\u30fc\u5411\u3051\u30c6\u30b9\u30bf\u30fc\u3092\u6301\u3064\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3067\u3059\u3002\u4e00\u65b9\u30018\u670827\u65e5\u306e\u682a\u4fa1\u4e0a\u6607\u7387\u306f<strong>\u30ad\u30aa\u30af\u30b7\u30a2\u306e5.0%\u9ad8<\/strong>\u304c4\u793e\u3067\u6700\u5927\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u696d\u7e3e\u3078\u306e\u76f4\u63a5\u5ea6\u3068\u5f53\u65e5\u306e\u682a\u4fa1\u4e0a\u6607\u7387\u306f\u4e00\u81f4\u3057\u307e\u305b\u3093\u3002\u77ed\u671f\u3067\u306f\u682a\u4fa1\u3078\u306e\u7e54\u308a\u8fbc\u307f\u5ea6\u3001\u9577\u671f\u3067\u306f\u53d7\u6ce8\u3068\u5229\u76ca\u306e\u5897\u52a0\u304c\u52b9\u304d\u307e\u3059\u30021\u793e\u3092\u56fa\u5b9a\u7684\u306a\u672c\u547d\u3068\u305b\u305a\u3001\u30c6\u30b9\u30bf\u30fc\u5e02\u5834\u3001NAND\u4fa1\u683c\u3001\u534a\u5c0e\u4f53\u8a2d\u5099\u6295\u8cc7\u306e\u3069\u3053\u304c\u4f38\u3073\u3066\u3044\u308b\u304b\u3067\u5019\u88dc\u304c\u5909\u308f\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30ad\u30aa\u30af\u30b7\u30a2\u306fHBM\u95a2\u9023\u9298\u67c4\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ad\u30aa\u30af\u30b7\u30a2\u306e\u4e3b\u529b\u88fd\u54c1\u306fNAND\u578b\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u30fc\u3067\u3001<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>HBM\u3092\u88fd\u9020\u3059\u308b\u4f01\u696d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/strong><\/span>HBM\u306fGPU\u306e\u8fd1\u304f\u3067\u9ad8\u901f\u51e6\u7406\u3092\u652f\u3048\u3001NAND\u306fSSD\u3067\u30c7\u30fc\u30bf\u3092\u4fdd\u5b58\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057AI\u9700\u8981\u3068\u7121\u95a2\u4fc2\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002AI\u30b5\u30fc\u30d0\u30fc\u3084\u63a8\u8ad6\u30b5\u30fc\u30d3\u30b9\u304c\u6271\u3046\u30c7\u30fc\u30bf\u91cf\u304c\u5897\u3048\u308b\u307b\u3069\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcSSD\u306e\u5fc5\u8981\u5bb9\u91cf\u3082\u5897\u3048\u307e\u3059\u3002\u30ad\u30aa\u30af\u30b7\u30a2\u306fNVIDIA\u306eHBM\u4f9b\u7d66\u4f01\u696d\u3067\u306f\u306a\u304f\u3001AI\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u9700\u8981\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u308b\u9298\u67c4\u3067\u3059\u3002\u7d4c\u8def\u304c\u5225\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">NVIDIA\u306e\u6b21\u56de\u6c7a\u7b97\u306f\u3044\u3064\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e748\u670827\u65e5\u6642\u70b9\u3067\u3001NVIDIA\u306f2027\u5e741\u6708\u671f\u7b2c3\u56db\u534a\u671f\u306e\u6b63\u5f0f\u306a\u6c7a\u7b97\u767a\u8868\u65e5\u3092\u516c\u8868\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u4f8b\u5e74\u306e\u65e5\u7a0b\u304b\u3089\u306f<strong>2026\u5e7411\u6708\u4e2d\u65ec\u304b\u3089\u4e0b\u65ec<\/strong>\u304c\u60f3\u5b9a\u3055\u308c\u307e\u3059\u304c\u3001\u78ba\u5b9a\u65e5\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b63\u5f0f\u65e5\u7a0b\u306fNVIDIA\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u60c5\u5831\u3067\u78ba\u8a8d\u3067\u304d\u307e\u3059\u3002\u6b21\u56de\u306f\u58f2\u4e0a\u9ad81,080\u5104\u30c9\u30eb\u3001\u7c97\u5229\u76ca\u738774.0%\u3068\u3044\u3046\u4f1a\u793e\u4e88\u60f3\u306b\u5bfe\u3059\u308b\u5b9f\u7e3e\u3068\u3001Vera Rubin\u306e\u58f2\u4e0a\u69cb\u6210\u6bd4\u304c\u4e3b\u306a\u78ba\u8a8d\u70b9\u3067\u3059\u3002\u4e2d\u56fd\u5411\u3051\u58f2\u4e0a\u9ad8\u304c\u4e88\u60f3\u3078\u5165\u308b\u304b\u3082\u6ce8\u76ee\u3055\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081\uff5cNVIDIA\u95a2\u9023\u3067\u306f\u306a\u304f\u5229\u76ca\u3078\u306e\u5c4a\u304d\u65b9\u3067\u65e5\u672c\u682a\u3092\u9078\u3076<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">NVIDIA\u306e2026\u5e745\uff5e7\u6708\u671f\u6c7a\u7b97\u306f\u3001\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u597d\u6c7a\u7b97\u3067\u3057\u305f\u3002AI\u5411\u3051\u8a08\u7b97\u9700\u8981\u306f\u5f37\u304f\u3001\u6b21\u4e16\u4ee3\u306eVera Rubin\u3082\u672c\u683c\u751f\u7523\u3078\u5165\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u7fcc\u65e5\u306e\u65e5\u672c\u682a\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u3068\u6771\u4eac\u30a8\u30ec\u30af\u30c8\u30ed\u30f3\u304c\u4e0a\u6607\u3057\u3001\u30a2\u30c9\u30d0\u30f3\u30c6\u30b9\u30c8\u3068\u30c7\u30a3\u30b9\u30b3\u304c\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002<span class=\"swl-marker\" style=\"background:linear-gradient(transparent 60%,#fff566 60%)\"><strong>NVIDIA\u95a2\u9023\u3068\u3044\u3046\u540d\u524d\u3060\u3051\u3067\u306f\u3001\u9298\u67c4\u3054\u3068\u306e\u696d\u7e3e\u3068\u682a\u4fa1\u3092\u8aac\u660e\u3067\u304d\u307e\u305b\u3093\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NAND\u4fa1\u683c\u3001\u30c6\u30b9\u30bf\u30fc\u9700\u8981\u3001\u534a\u5c0e\u4f53\u30e1\u30fc\u30ab\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\u3001\u52a0\u5de5\u88c5\u7f6e\u306e\u51fa\u8377\u3092\u5206\u3051\u3066\u78ba\u8a8d\u3059\u308b\u3068\u3001AI\u9700\u8981\u304c\u3069\u306e\u4f01\u696d\u306e\u5229\u76ca\u3078\u5c4a\u3044\u3066\u3044\u308b\u304b\u304c\u898b\u3048\u307e\u3059\u3002\u9ad8\u3044\u671f\u5f85\u304c\u682a\u4fa1\u3078\u5165\u3063\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u597d\u6c7a\u7b97\u3067\u3082\u4e0b\u843d\u3059\u308b\u70b9\u306b\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n<div class=\"p-blogParts post_content\" data-partsID=\"1144\">\n<div class=\"ctacontent01\">\n  <div class=\"toptext\">\n   <p class=\"heading-21\"><img decoding=\"async\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/kijishitactaimg01.png\" \/><\/p>\n   <p 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class=\"photo\"><\/a><\/p><div class=\"weiter-text\">\n\t\t    <p class=\"weiter-name\"><a href=\"https:\/\/jioinc.jp\/investleaders\/editorial_department\/jiodesk\/\">\u65e5\u672c\u6295\u8cc7\u6a5f\u69cb\u3000\u7de8\u96c6\u90e8<\/a><\/p><p class=\"weiter-prof01\">\u65e5\u672c\u6295\u8cc7\u6a5f\u69cb\u682a\u5f0f\u4f1a\u793e<\/p>\n\t\t<\/div><div class=\"weiter-profbox\">\n\t\t    <div class=\"weiter-prof02\">\n\t\t      <p class=\"weiter-proftext\">INVEST 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<\/div>\n","protected":false},"excerpt":{"rendered":"<p>NVIDIA\u304c2026\u5e748\u670826\u65e5\u306b\u767a\u8868\u3057\u305f2027\u5e741\u6708\u671f\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u306f\u3001\u58f2\u4e0a\u9ad8\u3001\u5229\u76ca\u3001\u6b21\u56db\u534a\u671f\u306e\u4f1a\u793e\u4e88\u60f3\u304c\u3044\u305a\u308c\u3082\u5e02\u5834\u4e88\u60f3\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u305d\u308c\u3067\u3082\u7fcc27\u65e5\u306e\u6771\u4eac\u5e02\u5834\u3067\u306f\u3001\u534a\u5c0e\u4f53\u682a\u304c\u305d\u308d\u3063\u3066\u4e0a\u6607\u3057\u305f\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":17030,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"swell_btn_cv_data":"","footnotes":""},"categories":[34],"tags":[48],"keyword":[266,339,293,193,341,264,340],"class_list":["post-17013","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketnews","tag-jiodesk","keyword-ai","keyword-nvidia","keyword-293","keyword-193","keyword-341","keyword-264","keyword-340"],"acf":[],"_links":{"self":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts\/17013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/comments?post=17013"}],"version-history":[{"count":7,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts\/17013\/revisions"}],"predecessor-version":[{"id":17049,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/posts\/17013\/revisions\/17049"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/media\/17030"}],"wp:attachment":[{"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/media?parent=17013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/categories?post=17013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/tags?post=17013"},{"taxonomy":"keyword","embeddable":true,"href":"https:\/\/jioinc.jp\/investleaders\/wp-json\/wp\/v2\/keyword?post=17013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}