{"id":2679,"date":"2025-09-22T10:00:00","date_gmt":"2025-09-22T01:00:00","guid":{"rendered":"https:\/\/jioinc.jp\/investleaders\/?p=2679"},"modified":"2026-03-23T10:45:50","modified_gmt":"2026-03-23T01:45:50","slug":"next_gafam","status":"publish","type":"post","link":"https:\/\/jioinc.jp\/investleaders\/next_gafam\/","title":{"rendered":"GAFAM\u4f9d\u5b58\u304b\u3089\u306e\u8131\u5374\u3078\uff5c\u7c73\u56fd\u682a\u306f\u300cMTSAAS\u30fbMATANA\u300d\u306e\u6642\u4ee3\u306b\uff1f\u6700\u65b0\u306e\u7c73\u682a\u6295\u8cc7\u6226\u7565\u3092\u89e3\u8aac"},"content":{"rendered":"\n<p><strong>&nbsp;GAFAM\u304b\u3089MTSAAS\u30fbMATANA\u3078\u3002<\/strong><\/p>\n\n\n\n<p>\u751f\u6210AI\u76f8\u5834\u3067\u4e0a\u6607\u3092\u727d\u5f15\u3057\u3066\u304d\u305f\u7c73\u56fd\u682a\u306f\u30012025\u5e74\u306b\u5165\u308a<strong>\u300c\u4e3b\u5f79\u306e\u5165\u308c\u66ff\u308f\u308a\u300d\u3092\u793a\u3059\u30b7\u30b0\u30ca\u30eb<\/strong>\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4eca\u65e5\u306f\u3001GAFAM\u4e00\u5f37\u304b\u3089\u306e\u8131\u5374\u3092\u3081\u3050\u308b\u7c73\u56fd\u5e02\u5834\u306e\u6700\u65b0\u52d5\u5411\u3092\u30a2\u30c3\u30d7\u30c7\u30fc\u30c8\u3057\u3064\u3064\u3001MATANA\u3084MTSAAS\u3068\u3044\u3063\u305f\u65b0\u305f\u306a\u67a0\u7d44\u307f\u3001\u305d\u3057\u3066\u500b\u5225\u682a\u3060\u3051\u306b\u4f9d\u5b58\u3057\u306a\u3044\u30c6\u30fc\u30deETF\u306e\u4f7f\u3044\u65b9\u307e\u3067\u3001\u3044\u307e\u500b\u4eba\u6295\u8cc7\u5bb6\u304c\u62bc\u3055\u3048\u308b\u3079\u304d\u6226\u7565\u306e\u8981\u70b9\u3092\u89e3\u8aac\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>GAFAM\u4e00\u5f37\u306e\u6642\u4ee3\u306f\u8ee2\u63db\u671f\u3078\uff5c\u3044\u307e\u7c73\u56fd\u682a\u3067\u8d77\u304d\u3066\u3044\u308b\u6f6e\u6d41\u5909\u5316<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1620\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/22854855_m-1-1620x1080.png\" alt=\"GAFAM\u3000\u7c73\u56fd\u682a\" class=\"wp-image-2705\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/22854855_m-1-1620x1080.png 1620w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/22854855_m-1-300x200.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/22854855_m-1-768x512.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/22854855_m-1-1536x1024.png 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/22854855_m-1.png 1920w\" sizes=\"(max-width: 1620px) 100vw, 1620px\" 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width=\"1620\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4085051_m-1620x1080.jpg\" alt=\"\" class=\"wp-image-2706\" style=\"width:561px;height:auto\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4085051_m-1620x1080.jpg 1620w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4085051_m-300x200.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4085051_m-768x512.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4085051_m-1536x1024.jpg 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4085051_m.jpg 1920w\" sizes=\"(max-width: 1620px) 100vw, 1620px\" \/><\/figure>\n\n\n\n<p>\u898f\u5236\u9762\u3067\u3082\u30a2\u30b2\u30f3\u30b9\u30c8\u306e\u98a8\u304c\u5f37\u307e\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>EU\u306e\u30c7\u30b8\u30bf\u30eb\u5e02\u5834\u6cd5\uff08DMA\uff09\u306f\u5927\u578b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30de\u30fc\u306e\u624b\u6570\u6599\u30fb\u8a98\u5c0e\u30fb\u76f8\u4e92\u63a5\u7d9a\u306b\u8e0f\u307f\u8fbc\u3080\u521d\u306e\u4e0d\u9075\u5b88\u8a8d\u5b9a\u3068\u662f\u6b63\u3092\u767a\u52d5\u3002<\/p>\n\n\n\n<p>\u7c73\u56fd\u3067\u306fGoogle\u691c\u7d22\u306e\u72ec\u7981\u8a34\u8a1f\u3067\u3001\u72ec\u5360\u3068\u3055\u308c\u305f\u6163\u884c\u306e\u662f\u6b63\uff08\u6392\u4ed6\u7684\u53d6\u5f15\u306e\u5236\u9650\u3084\u30c7\u30fc\u30bf\u5171\u6709\u7b49\uff09\u304c\u547d\u3058\u3089\u308c\u3001\u30d3\u30b8\u30cd\u30b9\u6163\u884c\u306e\u898b\u76f4\u3057\u5727\u529b\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5e02\u5834\u69cb\u9020\u3092\u898b\u3066\u307f\u308b\u3068\u3001\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u30d5\u30a1\u30f3\u30c9\u306e\u9686\u76db\u3082\u3042\u308aNVIDIA\u306eS&amp;P500\u69cb\u6210\u6bd4\u304c8%\u8fd1\u8fba\u307e\u3067\u81a8\u3089\u3080\u306a\u3069\u6307\u6570\u306e\u4e0a\u4f4d\u96c6\u4e2d\u304c\u9032\u307f\u3001\u30d5\u30a1\u30f3\u30c0\u30e1\u30f3\u30bf\u30eb\u30ba\u3088\u308a\u3001\u30e1\u30b8\u30e3\u30fc\u6307\u6570\u4e0a\u4f4d\u6570\u793e\u306e\u30a6\u30a7\u30a4\u30c8\u3067\u30de\u30fc\u30b1\u30c3\u30c8\u306e\u9700\u7d66\u304c\u6c7a\u307e\u308b\u76f8\u5834\u74b0\u5883\u306b\u62cd\u8eca\u304c\u304b\u304b\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u30d5\u30ed\u30fc\u9762\u3067\u3082BofA\u306e\u6708\u6b21\u8abf\u67fb\u3067\u300c\u30de\u30b0\u30cb\u30d5\u30a3\u30bb\u30f3\u30c87\u30ed\u30f3\u30b0\u300d\u304c\u904e\u5ea6\u306b\u96c6\u4e2d\u3057\u305f\u53d6\u5f15\u3068\u6307\u6458\u3055\u308c\u3001<strong>\u7c73\u56fd\u682a\u306e\u5272\u9ad8\u611f\u3092\u6307\u6458\u3059\u308b\u56de\u7b54\u304c\u904e\u53bb\u6700\u9ad8\u6c34\u6e96<\/strong>\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002\u4e0a\u4f4d10\u9298\u67c4\u306e\u30a6\u30a7\u30a4\u30c8\u304c\u300c\u307b\u307c4\u5272\u300d\u306b\u63a5\u8fd1\u3057\u305f\u3068\u306e\u63a8\u8a08\u3082\u3042\u308a\u3001\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u3067\u3082\u6295\u8cc7\u5bb6\u306f\u4e8b\u5b9f\u4e0a\u4e0a\u4f4d\u6570\u793e\u306e\u5c06\u6765\u306b\u30d9\u30c3\u30c8\u3059\u308b\u30ea\u30b9\u30af\u304c\u9ad8\u307e\u308a\u307e\u3057\u305f\u3002&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u8131GAFAM\u304c\u9032\u3080\u80cc\u666f<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1620\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/23160092_m-1620x1080.jpg\" alt=\"\" class=\"wp-image-2707\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/23160092_m-1620x1080.jpg 1620w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/23160092_m-300x200.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/23160092_m-768x512.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/23160092_m-1536x1024.jpg 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/23160092_m.jpg 1920w\" sizes=\"(max-width: 1620px) 100vw, 1620px\" \/><\/figure>\n\n\n\n<p>\u3067\u306f\u3001\u306a\u305c\u8131GAFAM\u304c\u30de\u30fc\u30b1\u30c3\u30c8\u3067\u8a9e\u3089\u308c\u308b\u306e\u304b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7b2c\u4e00\u306b\u91d1\u5229\u30fb\u91d1\u878d\u74b0\u5883\u306e\u5909\u5316<\/strong><\/h3>\n\n\n\n<p>\u9ad8\u91d1\u5229\u306e\u9577\u671f\u5316\u3084\u91d1\u878d\u6761\u4ef6\u306e\u5f15\u304d\u7de0\u307e\u308a\u306f\u3001\u9577\u671f\u30c7\u30e5\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u9ad8PER\u682a\u306b\u9006\u98a8\u3068\u306a\u308a\u3084\u3059\u304f\u3001\u6295\u8cc7\u5bb6\u306f\u5c06\u6765\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u5272\u5f15\u7387\u4e0a\u6607\u3092\u7e54\u308a\u8fbc\u307f\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3067\u3001\u5229\u4e0b\u3052\u671f\u5f85\u304c\u9ad8\u307e\u308b\u5c40\u9762\u3067\u306f\u3001\u8db3\u5143\u306e\u696d\u7e3e\u6539\u5584\u3084\u8cc7\u91d1\u8abf\u9054\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u304c\u52b9\u304d\u3084\u3059\u3044\u4e2d\u5c0f\u578b\u597d\u696d\u7e3e\u682a\u306b\u7269\u8272\u304c\u6ce2\u53ca\u30022025\u5e74\u590f\u4ee5\u964d\u306f\u5c0f\u578b\u682a\u6307\u6570\u306e\u76f8\u5bfe\u30e2\u30e1\u30f3\u30bf\u30e0\u6539\u5584\u304c\u89b3\u6e2c\u3055\u308c\u3001\u5e02\u5834\u306e\u5e45\u304c\u5e83\u304c\u308b\u5146\u3057\u304c\u73fe\u308c\u307e\u3057\u305f<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>\u7b2c\u4e8c\u306b\u3001\u898f\u5236\u3068\u7af6\u4e89\u306e\u62e1\u5927<\/strong><\/h3>\n\n\n\n<p>DMA\u306b\u4f34\u3046\u76f8\u4e92\u904b\u7528\u7fa9\u52d9\u3084\u3001\u7c73\u56fd\u3067\u306e\u691c\u7d22\u5206\u91ce\u306e\u662f\u6b63\u304c\u9032\u3081\u3070\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5468\u8fba\u306e\u30d7\u30ec\u30a4\u30e4\u30fc\u306b\u3082\u30d3\u30b8\u30cd\u30b9\u30c1\u30e3\u30f3\u30b9\u304c\u751f\u307e\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6b27\u5dde\u3067\u306f2025\u5e74\u5185\u306biOS\u306e\u901a\u77e5\u30fb\u5171\u6709\u30fb\u8fd1\u63a5\u901a\u4fe1\u306a\u3069\u306e\u6a5f\u80fd\u958b\u653e\u3084\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u9023\u643a\u306e\u5f37\u5316\u304c\u6cd5\u7684\u306b\u6c42\u3081\u3089\u308c\u3001\u56f2\u3044\u8fbc\u307f\u53ce\u76ca\u30e2\u30c7\u30eb\u306e\u518d\u8a2d\u8a08\u304c\u8feb\u3089\u308c\u307e\u3059\u3002<\/p>\n\n\n\n<h3 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href=\"https:\/\/jioinc.jp\/investleaders\/ai_toushi\/\">AI\uff08\u4eba\u5de5\u77e5\u80fd\uff09<\/a>\u9700\u8981\u306b\u5408\u308f\u305b\u524d\u4f8b\u306e\u306a\u3044\u8a2d\u5099\u6295\u8cc7\u3092\u8a08\u753b\u3057\u3001GPU\u3060\u3051\u3067\u306a\u304f\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u3084\u5149\u5b66\u7cfb\u306a\u3069\u306e\u5468\u8fba\u9818\u57df\u306b\u3082\u8cc7\u91d1\u304c\u6d41\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u8aa4\u89e3\u3055\u308c\u3084\u3059\u3044\u300c\u8131GAFAM\u300d\uff1a\u5b9f\u969b\u306f\u518d\u69cb\u6210<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1620\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32440973_m-1-1620x1080.png\" alt=\"GAFAM\u3000\u7c73\u56fd\u682a\" class=\"wp-image-2710\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32440973_m-1-1620x1080.png 1620w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32440973_m-1-300x200.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32440973_m-1-768x512.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32440973_m-1-1536x1024.png 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32440973_m-1.png 1920w\" sizes=\"(max-width: 1620px) 100vw, 1620px\" \/><\/figure>\n\n\n\n<p><strong><span class=\"swl-marker mark_yellow\">\u300c\u8131GAFAM\u300d\u306fGAFAM\u9298\u67c4\u306e\u58f2\u5374\u3068\u3044\u3046\u610f\u5473\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/strong><\/p>\n\n\n\n<p>\u3080\u3057\u308d\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u518d\u69cb\u6210\uff1d\u30a6\u30a7\u30a4\u30c8\u8abf\u6574\u306e\u3053\u3068\u3092\u610f\u5473\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306fFY25\u901a\u671f\u3067\u58f2\u4e0a+15%\u3001\u76f4\u8fd1\u56db\u534a\u671f\u306eAzure\u306f+39%\u3068\u3001AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u53d6\u308a\u8fbc\u307f\u3067\u6210\u9577\u304c\u52a0\u901f\u3002<\/p>\n\n\n\n<p>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u6700\u65b0\u56db\u534a\u671f\u3067\u58f2\u4e0a+56%\u3001<a href=\"https:\/\/jioinc.jp\/investleaders\/datacenter_toushi\/\">\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/a>\u58f2\u4e0a\u304c\u904e\u534a\u306b\u9054\u3059\u308b\u306a\u3069AI\u30a4\u30f3\u30d5\u30e9\u306e\u4e2d\u6838\u3068\u3057\u3066\u7a81\u51fa\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u3046\u3057\u305f\u4f01\u696d\u306f\u5e02\u5834\u306e\u57fa\u76e4\u3067\u3042\u308a\u3001<a href=\"https:\/\/jioinc.jp\/investleaders\/investors\/\">\u6a5f\u95a2\u6295\u8cc7\u5bb6<\/a>\u306b\u3068\u3063\u3066\u3082\u6d41\u52d5\u6027\u3068\u60c5\u5831\u958b\u793a\u306e\u89b3\u70b9\u304b\u3089\u30b3\u30a2\u306b\u4fdd\u6709\u3059\u3079\u304d\u5bfe\u8c61\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"1620\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/3397517_m-1-1620x1080.jpg\" alt=\"\" class=\"wp-image-2711\" style=\"width:677px;height:auto\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/3397517_m-1-1620x1080.jpg 1620w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/3397517_m-1-300x200.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/3397517_m-1-768x512.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/3397517_m-1-1536x1024.jpg 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/3397517_m-1.jpg 1920w\" sizes=\"(max-width: 1620px) 100vw, 1620px\" \/><\/figure>\n\n\n\n<p>\u540c\u6642\u306b\u3001\u30b0\u30fc\u30b0\u30eb\u306fQ2\u306b+14%\u5897\u53ce\u3068\u3001\u691c\u7d22\u30fbYouTube\u30fb\u30af\u30e9\u30a6\u30c9\u304c\u7dcf\u5408\u3067\u727d\u5f15\u3002\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306fAI\u5bfe\u5fdc\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d\u3092\u524d\u5012\u3057\u3057\u3001\u56db\u534a\u671fCAPEX\u306f\u904e\u53bb\u6700\u5927\u898f\u6a21\u3078\u3002<\/p>\n\n\n\n<p>\u6307\u6570\u306e\u904e\u5ea6\u306a\u4e0a\u4f4d\u96c6\u4e2d\u306b\u5099\u3048\u3064\u3064\u3001AI\u9700\u8981\u306e\u6ce2\u53ca\u5148\uff08\u96fb\u529b\u30fb\u51b7\u5374\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30fb\u5149\u5b66\uff09\u3084\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5074\u306e\u52b9\u7387\u5316\uff08SaaS\u306e\u5ea7\u5e2d\u62e1\u5927\u30fb\u5897\u984d\u8ab2\u91d1\uff09\u3092\u53d6\u308a\u8fbc\u307f\u3001\u53ce\u76ca\u30c9\u30e9\u30a4\u30d0\u30fc\u3092\u30ec\u30a4\u30e4\u30ea\u30f3\u30b0\u3059\u308b\u3001\u3053\u308c\u304c<strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u518d\u69cb\u6210\u306e\u70ba\u306e\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u3067<\/strong>\u3059\u3002&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u6b21\u306e\u6210\u9577\u3092\u62c5\u3046\u300c\u30dd\u30b9\u30c8\u30fbGAFAM\u300d\u306e\u6ce8\u76ee\u30bb\u30af\u30bf\u30fc<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1511\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/33081940_m-1-1511x1080.png\" alt=\"GAFAM\u3000\u7c73\u56fd\u682a\" class=\"wp-image-2716\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/33081940_m-1-1511x1080.png 1511w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/33081940_m-1-300x214.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/33081940_m-1-768x549.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/33081940_m-1-1536x1098.png 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/33081940_m-1.png 1920w\" sizes=\"(max-width: 1511px) 100vw, 1511px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>MATANA\u3068\u3044\u3046\u67a0\u7d44\u307f<\/strong><\/h3>\n\n\n\n<p>Microsoft \/ Apple \/ Tesla \/ Alphabet \/ Nvidia \/ Amazon \u306e\u982d\u6587\u5b57\u3092\u3068\u308b\u300cMATANA\u300d\u306f\u3001AI\u30fbEV\u30fb\u534a\u5c0e\u4f53\u30fb\u30af\u30e9\u30a6\u30c9\u304c\u4ea4\u5dee\u3059\u308b\u6b21\u306e\u6210\u9577\u306e\u30b3\u30a2\u3092\u8c61\u5fb4\u3059\u308b\u67a0\u7d44\u307f\u3067\u3059\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Microsoft<\/strong>\uff1aAzure\u00d7AI\u3067\u7a3c\u50cd\u7387\u30fb\u5358\u4fa1\u30fb\u4ed8\u52a0\u4fa1\u5024\u304c\u540c\u6642\u306b\u4e0a\u304c\u308b\u69cb\u56f3\u3002AI\u5bfe\u5fdc\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u304c Earnings \u3092\u62bc\u3057\u4e0a\u3052\u308b\u597d\u5faa\u74b0\u306b\u3002<br><\/li>\n\n\n\n<li><strong>Apple<\/strong>\uff1a\u30c7\u30d0\u30a4\u30b9\u306e\u539a\u307f\u3068\u30b5\u30fc\u30d3\u30b9\u62e1\u5927\u3067\u53ce\u76ca\u306e\u7c98\u308a\u5f37\u3055\u3092\u7dad\u6301\u3057\u3064\u3064\u3001DMA\u5bfe\u5fdc\u3067\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u518d\u8a2d\u8a08\u304c\u9032\u3080\u3002<br><\/li>\n\n\n\n<li><strong>Tesla<\/strong>\uff1aEV\u4fa1\u683c\u7af6\u4e89\u3068\u9700\u8981\u5909\u52d5\u3067\u58f2\u4e0a\u304c\u63fa\u308c\u308b\u304c\u3001\u81ea\u52d5\u904b\u8ee2\u30fb\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\u306e\u5b9f\u88c5\u304c\u518d\u8a55\u4fa1\u306e\u30ab\u30bf\u30ea\u30b9\u30c8\u3002<br><\/li>\n\n\n\n<li><strong>Alphabet<\/strong>\uff1a\u691c\u7d22\u30fbYouTube\u30fb\u30af\u30e9\u30a6\u30c9\u306e\u4e09\u4f4d\u4e00\u4f53\u30672\u6841\u6210\u9577\u3001AI\u642d\u8f09\u306e\u30d7\u30ed\u30c0\u30af\u30c8\u5237\u65b0\u3067\u53ce\u76ca\u6e90\u306e\u591a\u89d2\u5316\u3002<br><\/li>\n\n\n\n<li><strong>Nvidia<\/strong>\uff1aBlackwell\u4e16\u4ee3\u3068\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306e\u53d6\u308a\u8fbc\u307f\u3067\u30e9\u30c3\u30af\u30b9\u30b1\u30fc\u30eb\u4f01\u696d\u3078\u3002\u9867\u5ba2\u96c6\u4e2d\u306a\u3069\u306e\u30ea\u30b9\u30af\u3082\u691c\u8a0e\u5bfe\u8c61\u3002<br><\/li>\n\n\n\n<li><strong>Amazon<\/strong>\uff1a\u30b3\u30de\u30fc\u30b9\u00d7\u5e83\u544a\u00d7AWS\u306e\u76f8\u4e92\u88dc\u5b8c\u3067\u7d99\u7d9a\u7684\u306a\u30ad\u30e3\u30c3\u30b7\u30e5\u5275\u51fa\u3002<br><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>MTSAAS\uff5c\u4e2d\u578bSaaS\u4f01\u696d\u306e\u518d\u8a55\u4fa1<\/strong><\/h3>\n\n\n\n<p><strong>\u300cMTSAAS\uff08Microsoft, Twilio, Shopify, Amazon, Adobe, Salesforce\uff09\u300d<\/strong>\u306f\u3001Bessemer\u304c2020\u5e74\u306b\u63d0\u793a\u3057\u305f\u30af\u30e9\u30a6\u30c9\u6210\u719f\u306e\u8c61\u5fb4\u7684\u30d0\u30b9\u30b1\u30c3\u30c8\u3002<\/p>\n\n\n\n<p>\u30af\u30e9\u30a6\u30c9\u63d0\u4f9b\u5f62\u614b\u30fb\u9ad8\u7c97\u5229\u30fb\u30b9\u30c8\u30c3\u30af\u53ce\u76ca\u3068\u3044\u3046\u30af\u30e9\u30a6\u30c9\u7d4c\u6e08\u570f\u306e\u7f8e\u70b9\u3092\u4f53\u73fe\u3057\u3001\u751f\u6210AI\u306b\u3088\u308b\u81ea\u52d5\u5316\u30fb\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u30fb\u55b6\u696d\u30d7\u30ed\u30bb\u30b9\u9ad8\u5ea6\u5316\u3067ARPU\u5411\u4e0a\u3068\u89e3\u7d04\u7387\u4f4e\u4e0b\u306e\u4f59\u5730\u304c\u5e83\u304c\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>Twilio\u306f\u901a\u4fe1API\u306eAI\u5316\u3068\u30c7\u30fc\u30bf\u57fa\u76e4\u306e\u7d71\u5408\u3067\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u62e1\u5927\u3001Shopify\u306f\u6c7a\u6e08\u30fb\u91d1\u878d\u30fb\u5e83\u544a\u3092\u675f\u306d\u308b\u56fd\u969b\u30b3\u30de\u30fc\u30b9OS\u5316\u3092\u52a0\u901f\u3002<\/p>\n\n\n\n<p>Adobe\u306f\u751f\u6210AI\u642d\u8f09\u306e\u5236\u4f5c\u57fa\u76e4\u3068\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u81ea\u52d5\u5316\u306e\u4e8c\u9762\u5c55\u958b\u3001Salesforce\u306fData Cloud\u3068AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3067\u696d\u52d9\u6a2a\u65ad\u306e\u751f\u7523\u6027\u3092\u5e95\u4e0a\u3052\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u30c6\u30fc\u30de\u5225ETF\u3067\u6b21\u306e\u6210\u9577\u306b\u30a2\u30af\u30bb\u30b9\u3059\u308b\u9078\u629e\u80a2<\/strong><\/h2>\n\n\n\n<p>\u500b\u5225\u682a\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u304c\u6c17\u306b\u306a\u308b\u5c40\u9762\u3067\u306f\u3001<strong>\u30c6\u30fc\u30de\u578bETF<\/strong>\u3092\u901a\u3058\u305f\u30a2\u30af\u30bb\u30b9\u304c\u6709\u52b9\u3060\u3068\u8003\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-big_icon_check\"><strong>\u25a0\u30c6\u30fc\u30de\u578bETF\u306e\u4e00\u4f8b<br><\/strong><br>AI\u30fb\u81ea\u52d5\u5316\u306e\u3010BOTZ\u3011<br>\u30af\u30e9\u30a6\u30c9SaaS\u306e\u3010WCLD\u3011<br>\u81ea\u52d5\u904b\u8ee2\u30fbEV\u306e\u3010DRIV\u3011<br>\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u3010ICLN\u3011<br>\u30ed\u30dc\u30c3\u30c8\u30fb\u88fd\u9020\u306e\u3010ROBO\u3011\u3000\u306a\u3069<\/p>\n\n\n\n<p>\u4f8b\u3048\u3070BOTZ\u306f\u4e16\u754c\u306e\u30ed\u30dc\u30c6\u30a3\u30af\u30b9\/AI\u95a2\u9023\u3078\u6642\u4fa1\u7dcf\u984d\u52a0\u91cd\u3067\u5e83\u304f\u6295\u8cc7\u3001WCLD\u306fBVP\u30af\u30e9\u30a6\u30c9\u6307\u6570\u3092\u5747\u7b49\u52a0\u91cd\u3067\u8ffd\u8de1\u3068\u3001\u6307\u6570\u8a2d\u8a08\u3084\u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u601d\u60f3\u304c\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u63a1\u7528\u9298\u67c4\u306e\u91cd\u8907\u3001\u56fd\u30fb\u30bb\u30af\u30bf\u30fc\u914d\u5206\u3001\u7d14\u8cc7\u7523\u898f\u6a21\u3068\u51fa\u6765\u9ad8\u3001\u30b9\u30d7\u30ec\u30c3\u30c9\u3092\u78ba\u8a8d\u3057\u3001<strong>GAFAM\u306e\u5916\u5074\u306b\u3042\u308b\u95a2\u9023\u9298\u67c4\u3092\u6bb5\u968e\u7684\u306b\u53d6\u308a\u8fbc\u3080\u767a\u60f3\u304c\u91cd\u8981<\/strong>\u3067\u3059\u3002<\/p>\n\n\n\n<p>DRIV\u306fEV\/\u81ea\u52d5\u904b\u8ee2\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\uff08\u534a\u5c0e\u4f53\u30fb\u7d20\u6750\u30fb\u90e8\u54c1\uff09\u3092\u5e83\u7bc4\u306b\u62bc\u3055\u3048\u3001ICLN\u306f\u518d\u30a8\u30cd\u767a\u96fb\u30fb\u90e8\u6750\u30fb\u904b\u7528\u307e\u3067\u3092\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u30ab\u30d0\u30fc\u3001ROBO\u306f\u88fd\u9020\u81ea\u52d5\u5316\u3068\u77e5\u80fd\u306b\u5206\u6563\u6295\u8cc7\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u3044\u305a\u308c\u3082\u30c6\u30fc\u30de\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u304c\u9ad8\u304f\u3001\u666f\u6c17\/\u653f\u7b56\/\u898f\u5236\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3084\u3059\u3044\u305f\u3081\u3001\u5b9a\u984d\u306e\u7a4d\u7acb\u3068\u5206\u6563\u6bd4\u7387\u306e\u4e0a\u9650\u8a2d\u5b9a\u3001\u5b9a\u671f\u7684\u306a\u898b\u76f4\u3057\uff08\u4f8b\uff1a\u534a\u5e74\u3054\u3068\uff09\u304c\u904b\u7528\u5b9f\u52d9\u4e0a\u6709\u52b9\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u500b\u4eba\u6295\u8cc7\u5bb6\u304c\u610f\u8b58\u3059\u3079\u304d\u300c\u4f01\u696d\u306e\u6210\u9577\u30b9\u30c6\u30fc\u30b8\u306e\u9055\u3044\u300d<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1620\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/28533734_m-1620x1080.jpg\" alt=\"\" class=\"wp-image-2715\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/28533734_m-1620x1080.jpg 1620w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/28533734_m-300x200.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/28533734_m-768x512.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/28533734_m-1536x1024.jpg 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/28533734_m.jpg 1920w\" sizes=\"(max-width: 1620px) 100vw, 1620px\" \/><\/figure>\n\n\n\n<p>\u6295\u8cc7\u5224\u65ad\u3067\u306f<strong>\u300c\u4f01\u696d\u306e\u6210\u9577\u30b9\u30c6\u30fc\u30b8\u300d\u3092\u610f\u8b58<\/strong>\u3057\u307e\u3057\u3087\u3046\u3002<\/p>\n\n\n\n<p>\u6210\u719f\u3057\u305f\u30e1\u30ac\u30c6\u30c3\u30af\u306f\u53ce\u76ca\u306e\u5b89\u5b9a\u611f\u304c\u9b45\u529b\u3067\u3059\u304c\u3001\u30d7\u30ed\u30c0\u30af\u30c8\u306e\u4e00\u90e8\u3067\u306f\u6e1b\u901f\u3084\u518d\u7de8\u304c\u9032\u3080\u5c40\u9762\u3082\u3042\u308a\u307e\u3059\uff08\u4f8b\uff1a\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u5b63\u7bc0\u6027\u3084\u30ab\u30c6\u30b4\u30ea\u9593\u306e\u4f38\u3073\u60a9\u307f\uff09\u3002<\/p>\n\n\n\n<p>\u4e00\u65b9\u3001MATANA\u3084MTSAAS\u306b\u542b\u307e\u308c\u308b\u4e2d\u5805\u30b0\u30ed\u30fc\u30b9\u306f\u3001\u9700\u8981\u62e1\u5927\u3068\u4fa1\u683c\u8a2d\u5b9a\u529b\u306e\u5411\u4e0a\u304c\u91cd\u306a\u308a\u4eca\u304c\u4f38\u3073\u76db\u308a\u306b\u306a\u308a\u3084\u3059\u3044\u3002<\/p>\n\n\n\n<p>\u904e\u53bb\u306e\u52dd\u3061\u30d1\u30bf\u30fc\u30f3\u306b\u6355\u3089\u308f\u308c\u305a\u3001\u5c06\u6765\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u306e\u671f\u5f85\u5024\u306b\u8ef8\u8db3\u3092\u79fb\u3059\u3053\u3068\u3001\u3053\u308c\u304c2025\u5e74\u4ee5\u964d\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306e\u5dee\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u5b9a\u91cf\u3067\u306f\u3001\u58f2\u4e0a\u306e\u8cea\uff08\u7d99\u7d9a\u8ab2\u91d1\u304b\uff09\u3001\u7c97\u5229\u7387\u3001\u30ea\u30c6\u30f3\u30b7\u30e7\u30f3\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u52b9\u679c\u3001\u898f\u5236\u5bfe\u5fdc\u529b\uff08\u76f8\u4e92\u904b\u7528\u30fb\u30c7\u30fc\u30bf\u958b\u653e\uff09\u306a\u3069\u3001\u8010\u4e45\u7684\u306a\u7af6\u4e89\u512a\u4f4d\u306b\u901a\u3058\u308bKPI\u3092\u91cd\u8996\u3057\u305f\u3044\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u30b5\u30fc\u30d3\u30b9\u53ce\u76ca\u306e\u6bd4\u7387\u304c\u9ad8\u3044\u4f01\u696d\u306f\u3001\u91d1\u5229\u3084\u666f\u6c17\u306e\u5909\u52d5\u306b\u5bfe\u3059\u308b\u8010\u6027\u304c\u76f8\u5bfe\u7684\u306b\u9ad8\u307e\u308a\u3084\u3059\u304f\u3001\u30a2\u30c3\u30d7\u30eb\u306e\u3088\u3046\u306b\u30b5\u30fc\u30d3\u30b9\u58f2\u4e0a\u304c\u904e\u53bb\u6700\u9ad8\u3092\u66f4\u65b0\u3059\u308b\u30b1\u30fc\u30b9\u306f\u826f\u3044\u4f8b\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u9006\u306b\u30cf\u30fc\u30c9\u4e2d\u5fc3\u30e2\u30c7\u30eb\u306f\u4fa1\u683c\u7af6\u4e89\u3084\u5728\u5eab\u5faa\u74b0\u306e\u5f71\u97ff\u304c\u5927\u304d\u304f\u3001\u9700\u8981\u30b7\u30e7\u30c3\u30af\u306e\u632f\u5e45\u304c\u5927\u304d\u304f\u306a\u308a\u304c\u3061\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>\u7c73\u56fd\u682a\u306f\u4e3b\u5f79\u4ea4\u4ee3\u3092\u524d\u63d0\u3068\u3057\u305f\u6226\u7565\u3078<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1511\" height=\"1080\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32719934_m-1-1511x1080.png\" alt=\"GAFAM\u3000\u7c73\u56fd\u682a\" class=\"wp-image-2717\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32719934_m-1-1511x1080.png 1511w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32719934_m-1-300x214.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32719934_m-1-768x549.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32719934_m-1-1536x1098.png 1536w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/32719934_m-1.png 1920w\" sizes=\"(max-width: 1511px) 100vw, 1511px\" \/><\/figure>\n\n\n\n<p>\u7d50\u8ad6\u3068\u3057\u3066\u3001\u7c73\u56fd\u682a\u306f\u4e3b\u5f79\u4ea4\u4ee3\u3092\u524d\u63d0\u306b\u3057\u305f\u6226\u7565\u3092\u8003\u3048\u308b\u3079\u304d\u6642\u304c\u6765\u305f\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n\n\n\n<p>\u30e1\u30ac\u30c6\u30c3\u30af\u4e00\u5f37\u306e\u7d42\u308f\u308a\u306f\u8870\u9000\u3067\u306f\u306a\u304f\u3001\u5e02\u5834\u306e\u6b63\u5e38\u5316\u30fb\u5468\u8fba\u9298\u67c4\u3078\u306e\u88fe\u91ce\u62e1\u5927\u306e\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u30b3\u30a2\uff08\u30e1\u30ac\u30c6\u30c3\u30af\uff09\u3092\u539a\u304f\u6301\u3061\u3064\u3064\u3001\u30b5\u30c6\u30e9\u30a4\u30c8\uff08\u30dd\u30b9\u30c8GAFAM\uff09\u306bMATANA\/MTSAAS\u3084\u30c6\u30fc\u30deETF\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u4e8c\u5c64\u69cb\u9020\u306b\u3059\u308b\u3002<\/p>\n\n\n\n<p>\u30c6\u30fc\u30de\u306f\u51fa\u6765\u308b\u3060\u3051\u305d\u306e\u5206\u91ce\u306e\u9032\u5316\u3067\u5b9a\u7fa9\u3057\u30011\u793e\u306e\u5c06\u6765\u3067\u306f\u306a\u304f\u3001\u4f9b\u7d66\u7db2\u3068\u9867\u5ba2\u306e\u5e83\u304c\u308a\u306b\u8ced\u3051\u308b\u3001\u305d\u306e\u65b9\u304c\u91d1\u5229\u30fb\u898f\u5236\u30fb\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u6025\u306a\u5909\u5316\u306b\u8010\u3048\u3089\u308c\u308b\u6226\u7565\u3067\u3059\u3002<\/p>\n\n\n\n<p>\u3053\u306e\u30a2\u30a4\u30c7\u30a2\u3092\u7d44\u307f\u8fbc\u3080\u306b\u306f\u3001<\/p>\n\n\n\n<p class=\"is-style-bg_stripe\"><strong>\uff081\uff09\u5e02\u5834\u4e0a\u4f4d\u306e\u30b3\u30a2\u306f\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u5408\u308f\u305b\u3066\u6bb5\u968e\u7684\u306b\u7e2e\u5c0f<br>\uff082\uff09\u30b5\u30c6\u30e9\u30a4\u30c8\u9818\u57df\u306fETF\u3068\u500b\u5225\u306e\u4f75\u7528\u3067\u5e83\u304f\u8584\u304f<br>\uff083\uff09\u56db\u534a\u671f\u3054\u3068\u306b\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u3068\u30d5\u30ed\u30fc\u306e\u70b9\u691c<br>\uff084\uff09\u898f\u5236\u5bfe\u5fdc\u30a2\u30af\u30b7\u30e7\u30f3\uff08DMA\u5bfe\u5fdc\u3084\u72ec\u7981\u662f\u6b63\uff09\u3092\u30a4\u30d9\u30f3\u30c8\u3068\u3057\u3066\u7ba1\u7406<\/strong><\/p>\n\n\n\n<p>\u3068\u3044\u3046\u578b\u3092\u63d0\u6848\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u4eba\u6c17\u9298\u67c4\u306e\u6307\u6570\u3067\u306e\u904e\u5270\u30a6\u30a7\u30a4\u30c8\u3092\u30ca\u30c1\u30e5\u30e9\u30eb\u306b\u4f4e\u4e0b\u3055\u305b\u306a\u304c\u3089\u3001<strong>\u6b21\u306e\u4e3b\u5f79\u5019\u88dc\u3092\u5148\u56de\u308a\u3067\u4ed5\u8fbc\u3080<\/strong>\u3001\u3053\u308c\u304c\u8131GAFAM\u6642\u4ee3\u306e\u57fa\u672c\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306a\u306e\u3067\u306f\u306a\u3044\u3067\u3057\u3087\u3046\u304b\uff1f<\/p>\n\n\n<div 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