{"id":9165,"date":"2026-04-16T18:48:03","date_gmt":"2026-04-16T09:48:03","guid":{"rendered":"https:\/\/jioinc.jp\/investleaders\/?p=9165"},"modified":"2026-09-15T14:11:10","modified_gmt":"2026-09-15T05:11:10","slug":"analysis_3778","status":"publish","type":"post","link":"https:\/\/jioinc.jp\/investleaders\/analysis_3778\/","title":{"rendered":"\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8(3778)\u682a\u4fa1\uff5c\u66b4\u843d\u306e\u7406\u7531\u30fb\u4eca\u5f8c\u306e\u898b\u901a\u3057\u30fb\u5c06\u6765\u6027\u3092\u5206\u6790"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8(3778)<\/strong>\u306e\u682a\u4fa1\u306f\u30012026\u5e748\u670818\u65e5\u306b\u5e74\u521d\u6765\u9ad8\u50244,350\u5186\u3092\u4ed8\u3051\u305f\u5f8c\u3001\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3078\u306e\u61f8\u5ff5\u3082\u91cd\u306a\u308a\u53cd\u843d\u3057\u307e\u3057\u305f\u30029\u670814\u65e5\u306e\u7d42\u5024\u306f3,605\u5186\u3067\u3001\u9ad8\u5024\u304b\u308917.1%\u4e0b\u306e\u6c34\u6e96\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u300127\u5e743\u6708\u671f1Q\u306f\u55b6\u696d\u9ed2\u5b57\u306b\u8ee2\u63db\u3057\u3001\u901a\u671f\u55b6\u696d\u5229\u76ca\u4e88\u60f3\u308215\u5104\u5186\u304b\u308925\u5104\u5186\u3078\u5f15\u304d\u4e0a\u3052\u3089\u308c\u307e\u3057\u305f\u3002<span class=\"swl-marker mark_yellow\"><strong>\u696d\u7e3e\u56de\u5fa9\u3068\u3001\u8ffd\u52a0\u6295\u8cc7\u30fb\u4fe1\u983c\u56de\u5fa9\u306e\u8ab2\u984c<\/strong><\/span>\u3092\u5206\u3051\u3001\u66b4\u843d\u306e\u7406\u7531\u3068\u4eca\u5f8c\u306e\u898b\u901a\u3057\u3001\u8cb7\u3046\u524d\u306b\u78ba\u8a8d\u3057\u305f\u3044\u6761\u4ef6\u3092\u6574\u7406\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=\"18468\" data-ad=\"normal\"><div class=\"p-adBox__body\"><div class=\"p-adBox__img\"><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\"  style=\"text-decoration: underline; font-weight: bold;\"><span>\u3009\u3009\u6025\u9a30\u671f\u5f85\uff13\u9298\u67c4\u3092\u7121\u6599\u3067\u53d7\u3051\u53d6\u308b\u3008\u3008<\/span><\/a><\/div><\/div><\/div><\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306f\u56fd\u7523\u30af\u30e9\u30a6\u30c9\u306e\u8001\u8217\uff5c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u53ce\u76ca\u57fa\u76e4<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1138\" height=\"558\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b33ab239ae4c6e73c8115b001f5c97c2.jpg\" alt=\"\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306f\u56fd\u7523\u30af\u30e9\u30a6\u30c9\u306e\u8001\u8217\uff5c\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u53ce\u76ca\u57fa\u76e4\" class=\"wp-image-9172\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b33ab239ae4c6e73c8115b001f5c97c2.jpg 1138w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b33ab239ae4c6e73c8115b001f5c97c2-300x147.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/b33ab239ae4c6e73c8115b001f5c97c2-768x377.jpg 768w\" sizes=\"(max-width: 1138px) 100vw, 1138px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306f\u3001<span class=\"swl-marker mark_yellow\"><strong>1996\u5e74\u5275\u696d\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30fb\u30af\u30e9\u30a6\u30c9\u4f1a\u793e<\/strong><\/span>\u3067\u3059\u3002\u6771\u4eac\u30fb\u5927\u962a\u30fb\u77f3\u72e9(\u5317\u6d77\u9053)\u306b\u62e0\u70b9\u3092\u69cb\u3048\u3001\u4f01\u696d\u304c\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30b5\u30fc\u30d3\u30b9\u3092\u52d5\u304b\u3059\u305f\u3081\u306e\u571f\u53f0\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u8fd1\u5e74\u306f\u751f\u6210AI\u5411\u3051\u306e\u8a08\u7b97\u57fa\u76e4\u3092\u62e1\u5145\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u56fd\u7523\u30af\u30e9\u30a6\u30c9\u3068\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u904b\u55b6\u3092\u4e00\u4f53\u3067\u62c5\u3046<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30fc\u30d0\u30fc\u306e\u8cb8\u3057\u51fa\u3057\u3001\u30c7\u30fc\u30bf\u306e\u4fdd\u7ba1\u3001\u30b7\u30b9\u30c6\u30e0\u306e\u7a3c\u50cd\u74b0\u5883\u306a\u3069\u3001\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30a4\u30f3\u30d5\u30e9\u3092\u652f\u3048\u308b\u4e8b\u696d\u3092\u62c5\u3063\u3066\u3044\u307e\u3059\u3002<strong>\u81ea\u793e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3068\u30af\u30e9\u30a6\u30c9\u3092\u4e00\u4f53\u3067\u904b\u55b6<\/strong>\u3057\u3001\u8a2d\u5099\u304b\u3089\u30b5\u30fc\u30d3\u30b9\u307e\u3067\u63d0\u4f9b\u3067\u304d\u308b\u70b9\u304c\u7279\u5fb4\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5185\u3067\u30c7\u30fc\u30bf\u3092\u7ba1\u7406\u3057\u305f\u3044\u4f01\u696d\u3084\u5b98\u516c\u5e81\u306b\u3068\u3063\u3066\u3001\u56fd\u7523\u30af\u30e9\u30a6\u30c9\u306f\u9078\u629e\u80a2\u306e\u4e00\u3064\u3068\u306a\u308a\u307e\u3059\u3002\u77f3\u72e9\u3067\u306f\u51b7\u6dbc\u306a\u6c17\u5019\u3092\u51b7\u5374\u306b\u751f\u304b\u3057\u3001GPU\u3092\u7f6e\u304f\u30b3\u30f3\u30c6\u30ca\u578b\u8a2d\u5099\u3082\u62e1\u5f35\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u56fd\u7523\u3067\u3042\u308b\u3060\u3051\u3067\u7af6\u4e89\u306b\u52dd\u3066\u308b\u308f\u3051\u3067\u306f\u306a\u304f\u3001\u4fa1\u683c\u3001\u6a5f\u80fd\u3001\u5b89\u5b9a\u7a3c\u50cd\u3001\u60c5\u5831\u7ba1\u7406\u306e\u54c1\u8cea\u3092\u78e8\u304f\u5fc5\u8981\u304c\u3042\u308a\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<h2 class=\"wp-block-heading\">\u682a\u4fa1\u3092\u52d5\u304b\u3057\u3066\u304d\u305f3\u3064\u306e\u6750\u6599\uff5c\u56fd\u7b56\u30fbAI\u30fbNVIDIA<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-ai-infrastructure.png\" alt=\"\u56fd\u7523\u30af\u30e9\u30a6\u30c9\u3068AI\u8a08\u7b97\u57fa\u76e4\u3092\u652f\u3048\u308b\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u306e\u30a4\u30e1\u30fc\u30b8\" class=\"wp-image-18122\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-ai-infrastructure.png 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-ai-infrastructure-300x169.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-ai-infrastructure-768x432.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-ai-infrastructure-1536x864.png 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u682a\u4fa1\u306f2024\u5e743\u6708\u306b10,980\u5186\u307e\u3067\u4e0a\u6607\u3057\u305f\u5f8c\u3001\u5927\u304d\u304f\u8abf\u6574\u3057\u307e\u3057\u305f\u3002\u80cc\u666f\u306b\u3042\u308b\u306e\u306f<span class=\"swl-marker mark_yellow\"><strong>\u30ac\u30d0\u30e1\u30f3\u30c8\u30af\u30e9\u30a6\u30c9\u3001NVIDIA\u3068\u306e\u9023\u643a\u3001GPU\u6295\u8cc7\u3078\u306e\u671f\u5f85<\/strong><\/span>\u3067\u3059\u3002\u767a\u8868\u6642\u671f\u3092\u5206\u3051\u3066\u632f\u308a\u8fd4\u308b\u3068\u3001\u30c6\u30fc\u30de\u3078\u306e\u671f\u5f85\u3068\u696d\u7e3e\u306e\u6642\u9593\u5dee\u304c\u5206\u304b\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1600\" height=\"900\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-weekly-5y.png\" alt=\"\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8(3778)\u306e5\u5e74\u9031\u8db3\u30c1\u30e3\u30fc\u30c8\u30012024\u5e74\u9ad8\u502410,980\u5186\u3068\u305d\u306e\u5f8c\u306e\u8abf\u6574\" class=\"wp-image-18123\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-weekly-5y.png 1600w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-weekly-5y-300x169.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-weekly-5y-768x432.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-weekly-5y-1536x864.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\">TradingView\u3092\u57fa\u306b\u5f0a\u793e\u4f5c\u6210(\u9031\u8db3\uff1a2021\u5e749\u670813\u65e5\uff5e2026\u5e749\u670811\u65e5)<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u2460\u30ac\u30d0\u30e1\u30f3\u30c8\u30af\u30e9\u30a6\u30c9\u306b\u56fd\u7523\u521d\u3067\u9078\u5b9a\u3055\u308c\u56fd\u7b56\u9298\u67c4\u306b\u306a\u3063\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u521d\u306e\u6750\u6599\u306f\u3001\u653f\u5e9c\u304c\u9032\u3081\u308b\u30ac\u30d0\u30e1\u30f3\u30c8\u30af\u30e9\u30a6\u30c9\u3078\u306e\u9078\u5b9a\u3067\u3059\u30022023\u5e7411\u6708\u3001\u30c7\u30b8\u30bf\u30eb\u5e81\u304c\u4e3b\u5c0e\u3059\u308b\u30ac\u30d0\u30e1\u30f3\u30c8\u30af\u30e9\u30a6\u30c9\u306b\u3001<span class=\"swl-marker mark_yellow\"><strong>\u56fd\u7523\u306e\u4e8b\u696d\u8005\u3067\u306f\u521d\u3081\u3066\u6761\u4ef6\u4ed8\u304d\u3067\u9078\u5b9a<\/strong><\/span>\u3055\u308c\u307e\u3057\u305f\u3002\u305d\u306e\u5f8c\u30012026\u5e743\u670827\u65e5\u306b\u306f\u6b63\u5f0f\u63a1\u629e\u304c\u767a\u8868\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u884c\u653f\u30b7\u30b9\u30c6\u30e0\u306e\u57fa\u76e4\u3092\u56fd\u7523\u3067\u62c5\u3046\u3068\u3044\u3046\u7acb\u5834\u304c\u3001\u9577\u671f\u306e\u6210\u9577\u671f\u5f85\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u307e\u3059\u3002\u6b63\u5f0f\u63a1\u629e\u306b\u3088\u3063\u3066\u672c\u756a\u74b0\u5883\u3092\u63d0\u4f9b\u3067\u304d\u308b\u6bb5\u968e\u3078\u9032\u307f\u307e\u3057\u305f\u304c\u3001\u63a1\u629e\u6642\u70b9\u3067\u5168\u3066\u306e\u81ea\u6cbb\u4f53\u306e\u5229\u7528\u304c\u6c7a\u307e\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5951\u7d04\u306e\u7372\u5f97\u304b\u3089\u79fb\u884c\u3001\u7d99\u7d9a\u5229\u7528\u3078\u9032\u3080\u901f\u5ea6\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2461NVIDIA\u3068\u306e\u9023\u643a\u3067AI\u57fa\u76e4\u306e\u6ce8\u76ee\u682a\u306b\u306a\u3063\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2\u3064\u76ee\u306e\u6750\u6599\u306f\u3001\u534a\u5c0e\u4f53\u5927\u624b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306eGPU\u3092\u4f7f\u3063\u305fAI\u57fa\u76e4\u306e\u62e1\u5145\u3067\u3059\u30022023\u5e746\u6708\u306b\u751f\u6210AI\u5411\u3051\u30af\u30e9\u30a6\u30c9\u306e\u6574\u5099\u3092\u767a\u8868\u3057\u3001H100\u306a\u3069\u3092\u5c0e\u5165\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u73fe\u5728\u306fH200\u3084B200\u3082\u53ce\u76ca\u306b\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u751f\u6210AI\u30d6\u30fc\u30e0\u306e\u306a\u304b\u3067\u3001AI\u306e\u8a08\u7b97\u306b\u6b20\u304b\u305b\u306a\u3044<span class=\"swl-marker mark_yellow\"><strong>GPU(\u753b\u50cf\u51e6\u7406\u534a\u5c0e\u4f53)\u306e\u57fa\u76e4\u3092\u6301\u3064\u56fd\u7523\u30af\u30e9\u30a6\u30c9<\/strong><\/span>\u3068\u3057\u3066\u6ce8\u76ee\u3055\u308c\u307e\u3057\u305f\u3002AI\u30b5\u30fc\u30d3\u30b9\u3092\u52d5\u304b\u3059\u306b\u306f\u5927\u91cf\u306e\u8a08\u7b97\u8cc7\u6e90\u304c\u5fc5\u8981\u3067\u3001\u305d\u306e\u8abf\u9054\u529b\u3068\u904b\u7528\u529b\u304c\u7af6\u4e89\u529b\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002\u4e00\u65b9\u3001\u65b0\u4e16\u4ee3GPU\u306e\u767b\u5834\u306f\u65e2\u5b58\u8a2d\u5099\u306e\u4fa1\u683c\u3084\u9700\u8981\u306b\u3082\u5f71\u97ff\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2462GPU1\u4e07\u57fa\u3092\u76ee\u6307\u3059\u6295\u8cc7\u8a08\u753b\u304cAI\u671f\u5f85\u3092\u652f\u3048\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">3\u3064\u76ee\u306e\u6750\u6599\u306f\u3001AI\u57fa\u76e4\u3078\u306e\u5927\u898f\u6a21\u6295\u8cc7\u3067\u3059\u30022024\u5e744\u6708\u3001<span class=\"swl-marker mark_yellow\"><strong>1,000\u5104\u5186\u898f\u6a21\u306e\u8ffd\u52a0\u6295\u8cc7\u3068\u3001\u65e2\u5b58\u8a08\u753b\u3092\u5408\u308f\u305b\u7d041\u4e07\u57fa\u306eGPU\u3092\u6574\u5099\u3059\u308b\u69cb\u60f3<\/strong><\/span>\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u540c\u5e743\u6708\u306e\u682a\u4fa1\u9ad8\u5024\u3088\u308a\u5f8c\u306e\u767a\u8868\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5143\u306e130\u5104\u5186\u898f\u6a21\u306e\u8a08\u753b\u306b\u52a0\u3048\u3001\u77f3\u72e9\u306e\u8a2d\u5099\u3092\u62e1\u5f35\u3057\u306a\u304c\u3089\u8a08\u7b97\u80fd\u529b\u3092\u5897\u3084\u3059\u65b9\u91dd\u3067\u3057\u305f\u3002\u52a9\u6210\u91d1\u306e\u8a08\u753b\u8a8d\u5b9a\u984d\u3092\u3001\u5168\u984d\u53d7\u9818\u6e08\u307f\u306e\u73fe\u91d1\u3068\u306f\u6271\u3048\u307e\u305b\u3093\u30022026\u5e747\u6708\u306b\u306fRubin\u5411\u3051260\u5104\u5186\u306e\u6295\u8cc7\u3082\u6c7a\u307e\u308a\u307e\u3057\u305f\u3002\u6295\u8cc7\u898f\u6a21\u306e\u62e1\u5927\u3068\u3001\u5b9f\u969b\u306e\u7a3c\u50cd\u958b\u59cb\u30fb\u8cbb\u7528\u56de\u53ce\u3092\u5206\u3051\u3066\u8a55\u4fa1\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e88\u60f3PER\u306f\u7d0496\u500d\uff5c\u5229\u76ca\u56de\u5fa9\u5f8c\u3082\u6210\u9577\u3092\u7e54\u308a\u8fbc\u3080\u682a\u4fa1<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">9\u670814\u65e5\u7d42\u50243,605\u5186\u3092\u3001\u4fee\u6b63\u5f8c\u306e\u4f1a\u793e\u4e88\u60f3EPS(1\u682a\u5229\u76ca)37.46\u5186\u3067\u5272\u308b\u3068\u3001<span class=\"swl-marker mark_yellow\"><strong>\u4e88\u60f3PER\u306f\u7d0496.2\u500d<\/strong><\/span>\u3067\u3059\u3002PER\u306f\u682a\u4fa1\u304c\u5e74\u9593\u5229\u76ca\u306e\u4f55\u500d\u3067\u8a55\u4fa1\u3055\u308c\u3066\u3044\u308b\u304b\u3092\u793a\u3057\u3001\u5c06\u6765\u306e\u5897\u76ca\u3078\u306e\u671f\u5f85\u304c\u9ad8\u3044\u9298\u67c4\u307b\u3069\u4e0a\u304c\u308a\u3084\u3059\u3044\u6307\u6a19\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6\u6708\u672b\u306e\u81ea\u5df1\u8cc7\u672c\u3068\u81ea\u5df1\u682a\u5f0f\u3092\u9664\u304f\u682a\u6570\u304b\u3089\u6c42\u3081\u305fPBR\u306f\u7d044.69\u500d\u3067\u3059\u3002\u5e74\u9593\u914d\u5f53\u4e88\u60f35.5\u5186\u306e\u5229\u56de\u308a\u306f\u7d040.15%\u3067\u3001\u914d\u5f53\u3088\u308a\u6210\u9577\u3092\u671f\u5f85\u3059\u308b\u4fa1\u683c\u3068\u3044\u3048\u307e\u3059\u3002\u9ed2\u5b57\u5316\u3057\u305f\u3060\u3051\u3067\u5272\u5b89\u3068\u306f\u5224\u65ad\u3067\u304d\u307e\u305b\u3093\u3002\u4eca\u5f8c\u306e\u5229\u76ca\u304c\u4e88\u60f3\u4ee5\u4e0a\u306b\u4f38\u3073\u308b\u304b\u3068\u3001\u671f\u5f85\u304c\u5916\u308c\u305f\u5834\u5408\u306e\u4e0b\u5024\u3092\u5408\u308f\u305b\u3066\u8003\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u5354\u696d\u767a\u8868\u30674\u6708\u306e\u682a\u4fa1\u306f\u6025\u9a30\u3057\u305f<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9da5b08444fda0c5a6c641dca9869140.jpg\" alt=\"\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u5354\u696d\u767a\u8868\u30674\u6708\u306e\u682a\u4fa1\u306f\u6025\u9a30\u3057\u305f\" class=\"wp-image-11926\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9da5b08444fda0c5a6c641dca9869140.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9da5b08444fda0c5a6c641dca9869140-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9da5b08444fda0c5a6c641dca9869140-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9da5b08444fda0c5a6c641dca9869140-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e744\u67083\u65e5\u306e\u5354\u696d\u767a\u8868\u306f\u3001\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306eAI\u57fa\u76e4\u3092\u5916\u8cc7\u7cfb\u30af\u30e9\u30a6\u30c9\u306e\u5229\u7528\u8005\u3078\u5e83\u3052\u308b\u69cb\u60f3\u3067\u3057\u305f\u3002\u682a\u4fa1\u306f\u6025\u9a30\u3057\u307e\u3057\u305f\u304c\u3001<strong>\u5171\u540c\u958b\u767a\u306b\u5411\u3051\u305f\u691c\u8a0e\u958b\u59cb\u3068\u3001\u78ba\u5b9a\u3057\u305f\u58f2\u4e0a\u306f\u5225<\/strong>\u3067\u3059\u3002\u6295\u8cc7\u984d\u306e\u5927\u304d\u3055\u3060\u3051\u3067\u5229\u76ca\u3092\u898b\u7a4d\u3082\u308c\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">4\u67083\u65e5\u30686\u65e5\u306e2\u55b6\u696d\u65e5\u3067\u7d42\u5024\u306f40.7%\u4e0a\u6607\u3057\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">4\u67082\u65e5\u7d42\u50242,467\u5186\u306b\u5bfe\u3057\u30013\u65e5\u7d42\u5024\u306f2,967\u5186\u30016\u65e5\u7d42\u5024\u306f3,470\u5186\u3067\u3057\u305f\u3002<span class=\"swl-marker mark_yellow\"><strong>2\u55b6\u696d\u65e5\u306e\u7d42\u5024\u30d9\u30fc\u30b9\u3067\u306f40.7%\u4e0a\u6607<\/strong><\/span>\u3067\u3059\u30027\u65e5\u306b\u306f\u4e00\u66423,755\u5186\u307e\u3067\u4e0a\u3052\u307e\u3057\u305f\u304c\u3001\u7d42\u5024\u306f3,320\u5186\u3078\u4e0b\u843d\u3057\u3001\u77ed\u671f\u306e\u5024\u52d5\u304d\u306e\u8352\u3055\u3082\u8868\u308c\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306f2026\uff5e2029\u5e74\u306b\u65e5\u672c\u3078100\u5104\u30c9\u30eb\u3092\u6295\u3058\u308b\u8a08\u753b\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u3053\u308c\u306f\u65e5\u672c\u5168\u4f53\u3078\u306e\u6295\u8cc7\u3067\u3001\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u3078\u306e\u767a\u6ce8\u984d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u5354\u696d\u306e\u5bfe\u8c61\u306f\u3001Azure\u306e\u5229\u7528\u8005\u304c\u540c\u793e\u306eAI\u8a08\u7b97\u57fa\u76e4\u3092\u4f7f\u3048\u308b\u3088\u3046\u306b\u3059\u308b\u5171\u540c\u958b\u767a\u306e\u691c\u8a0e\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u682a\u4fa1\u66b4\u843d\u30fb\u4e0b\u843d\u306e\u7406\u7531\u306f4\u3064\uff5c\u671f\u5f85\u5148\u884c\u30fb\u696d\u7e3e\u60aa\u5316\u30fb\u9ad8\u3044\u8a55\u4fa1\u30fb\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7a348abca5f7680aaad7493fa0837f74.jpg\" alt=\"\u682a\u4fa1\u66b4\u843d\u30fb\u4e0b\u843d\u306e\u7406\u7531\u306f4\u3064\uff5c\u671f\u5f85\u5148\u884c\u30fb\u696d\u7e3e\u60aa\u5316\u30fb\u9ad8\u3044\u8a55\u4fa1\u30fb\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\" class=\"wp-image-11928\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7a348abca5f7680aaad7493fa0837f74.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7a348abca5f7680aaad7493fa0837f74-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7a348abca5f7680aaad7493fa0837f74-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/7a348abca5f7680aaad7493fa0837f74-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u904e\u53bb\u306e\u66b4\u843d\u306f\u3001\u751f\u6210AI\u5411\u3051\u5927\u578b\u6848\u4ef6\u306e\u7d42\u4e86\u3084\u5229\u76ca\u4e88\u60f3\u306e\u5f15\u304d\u4e0b\u3052\u304c\u91cd\u306a\u3063\u3066\u8d77\u304d\u307e\u3057\u305f\u3002\u76f4\u8fd1\u3067\u306f8\u6708\u306e\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3082\u58f2\u308a\u6750\u6599\u3067\u3059\u3002<span class=\"swl-marker mark_yellow\"><strong>\u73fe\u5728\u306f1Q\u9ed2\u5b57\u5316\u5f8c\u306e\u682a\u4fa1\u3067\u3042\u308a\u3001\u8d64\u5b57\u6c7a\u7b97\u3060\u3051\u3067\u306f\u8aac\u660e\u3067\u304d\u307e\u305b\u3093\u3002<\/strong><\/span>\u6642\u671f\u3054\u3068\u306b\u4e0b\u843d\u306e\u80cc\u666f\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1600\" height=\"900\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-daily-recent.png\" alt=\"\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8(3778)\u306e\u65e5\u8db3\u30c1\u30e3\u30fc\u30c8\u30012026\u5e747\u67081\u65e5\uff5e9\u670814\u65e5\u30018\u6708\u9ad8\u5024\u3068\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u7b2c\u4e8c\u5831\u5f8c\u306e\u4e0b\u843d\" class=\"wp-image-18124\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-daily-recent.png 1600w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-daily-recent-300x169.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-daily-recent-768x432.png 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-daily-recent-1536x864.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\">TradingView\u3092\u57fa\u306b\u5f0a\u793e\u4f5c\u6210(\u65e5\u8db3\uff1a2026\u5e747\u67081\u65e5\uff5e9\u670814\u65e5)<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u2460\u5354\u696d\u3078\u306e\u671f\u5f85\u304c\u5148\u884c\u3057\u3001\u78ba\u5b9a\u3057\u305f\u53ce\u76ca\u3068\u306e\u5dee\u304c\u751f\u3058\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">4\u6708\u306e\u5354\u696d\u767a\u8868\u5f8c\u3001\u682a\u4fa1\u306f4\u670822\u65e5\u306b4,025\u5186\u307e\u3067\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u767a\u8868\u306e\u6bb5\u968e\u3067\u5951\u7d04\u91d1\u984d\u3084\u58f2\u4e0a\u3078\u306e\u5bc4\u4e0e\u984d\u306f\u793a\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3002<strong>\u5354\u696d\u3068\u3044\u3046\u6750\u6599\u306e\u5927\u304d\u3055\u3068\u3001\u4f1a\u793e\u304c\u7a3c\u3050\u91d1\u984d\u306b\u306f\u9694\u305f\u308a<\/strong>\u304c\u3042\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6\u6708\u306b\u306f2,600\u5186\u53f0\u307e\u3067\u4e0b\u3052\u30014\u6708\u306e\u4e0a\u6607\u5206\u3092\u5927\u304d\u304f\u5931\u3044\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u4e0b\u843d\u306e\u5168\u3066\u3092\u5354\u696d\u306e\u691c\u8a0e\u6bb5\u968e\u3060\u3051\u3067\u8aac\u660e\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002\u696d\u7e3e\u4e88\u60f3\u3001\u6295\u8cc7\u8ca0\u62c5\u3001\u76f8\u5834\u5168\u4f53\u306e\u5909\u5316\u3082\u682a\u4fa1\u306b\u5f71\u97ff\u3057\u307e\u3059\u3002\u65b0\u305f\u306a\u767a\u8868\u3067\u306f\u3001\u76f8\u624b\u306e\u6295\u8cc7\u7dcf\u984d\u3088\u308a\u81ea\u793e\u306e\u63d0\u4f9b\u958b\u59cb\u6642\u671f\u3068\u53ce\u76ca\u6761\u4ef6\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2461\u5927\u578b\u6848\u4ef6\u7d42\u4e86\u3068\u5148\u884c\u6295\u8cc7\u3067\u696d\u7e3e\u4e88\u60f3\u304c\u4e0b\u65b9\u4fee\u6b63\u3055\u308c\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">2025\u5e747\u6708\u306e\u66b4\u843d\u3067\u306f\u3001<span class=\"swl-marker mark_yellow\"><strong>\u7d99\u7d9a\u3092\u898b\u8fbc\u3093\u3060\u751f\u6210AI\u5411\u3051\u5927\u578b\u6848\u4ef6\u306e\u7d42\u4e86<\/strong><\/span>\u304c\u76f4\u63a5\u306e\u60aa\u6750\u6599\u3067\u3057\u305f\u3002\u4f1a\u793e\u306f\u901a\u671f\u306eGPU\u58f2\u4e0a\u4e88\u60f3\u3092158\u5104\u5186\u304b\u308985\u5104\u5186\u3078\u3001\u55b6\u696d\u5229\u76ca\u4e88\u60f3\u309238\u5104\u5186\u304b\u30893.5\u5104\u5186\u3078\u5f15\u304d\u4e0b\u3052\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e742\u6708\u306b\u306f\u58f2\u4e0a\u8a08\u4e0a\u306e\u671f\u305a\u308c\u3082\u3042\u308a\u3001\u55b6\u696d\u8d64\u5b57\u4e88\u60f3\u3078\u4fee\u6b63\u3057\u3066\u3044\u307e\u3059\u3002\u6700\u7d42\u7684\u306a26\u5e743\u6708\u671f\u306e\u55b6\u696d\u640d\u5931\u306f4.03\u5104\u5186\u3067\u3057\u305f\u3002GPU\u3084\u4eba\u6750\u3078\u306e\u6295\u8cc7\u304c\u5148\u306b\u767a\u751f\u3057\u3001\u58f2\u4e0a\u304c\u9045\u308c\u308b\u3068\u5229\u76ca\u304c\u5927\u304d\u304f\u843d\u3061\u308b\u69cb\u9020\u3067\u3059\u3002\u4e00\u65b9\u3001\u76f4\u8fd11Q\u306f\u9ed2\u5b57\u3078\u623b\u3063\u3066\u304a\u308a\u3001\u904e\u53bb\u306e\u8d64\u5b57\u3092\u73fe\u5728\u3082\u7d9a\u304f\u72b6\u614b\u3068\u3057\u3066\u6271\u3046\u306e\u306f\u9069\u5207\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2462\u9ad8\u3044\u6210\u9577\u671f\u5f85\u3092\u7e54\u308a\u8fbc\u3080\u305f\u3081\u3001\u597d\u6c7a\u7b97\u3060\u3051\u3067\u4e0a\u6607\u306f\u7d9a\u304b\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">7\u670828\u65e5\u306e\u4e0a\u65b9\u4fee\u6b63\u5f8c\u300129\u65e5\u7d42\u5024\u306f3,170\u5186\u3067\u3057\u305f\u304c\u300130\u65e5\u306f2,923\u5186\u30787.8%\u4e0b\u843d\u3057\u307e\u3057\u305f\u3002\u305d\u306e\u5f8c\u306f8\u670818\u65e5\u306b\u9ad8\u50244,350\u5186\u307e\u3067\u4e0a\u6607\u3057\u3001\u518d\u3073\u53cd\u843d\u3057\u3066\u3044\u307e\u3059\u3002<span class=\"swl-marker mark_yellow\"><strong>\u597d\u6c7a\u7b97\u306e\u5f8c\u3082\u4e00\u65b9\u5411\u306b\u4e0a\u304c\u308b\u682a\u4fa1\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/strong><\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e88\u60f3PER\u7d0496\u500d\u3068\u3044\u3046\u8a55\u4fa1\u306f\u3001\u5c06\u6765\u306e\u5897\u76ca\u304c\u7d9a\u304f\u671f\u5f85\u3092\u542b\u307f\u307e\u3059\u3002\u682a\u4fa1\u304c\u5148\u306b\u4e0a\u304c\u3063\u3066\u3044\u308c\u3070\u3001\u5b9f\u7e3e\u304c\u6539\u5584\u3057\u3066\u3082\u8ffd\u52a0\u306e\u8cb7\u3044\u6750\u6599\u306b\u306a\u3089\u306a\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u5229\u76ca\u78ba\u5b9a\u58f2\u308a\u3084\u4fe1\u7528\u53d6\u5f15\u3060\u3051\u3092\u4e0b\u843d\u539f\u56e0\u3068\u65ad\u5b9a\u3067\u304d\u308b\u8cc7\u6599\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u53ce\u76ca\u6539\u5584\u3068\u3001\u305d\u306e\u6539\u5584\u3092\u3069\u3053\u307e\u3067\u682a\u4fa1\u304c\u7e54\u308a\u8fbc\u3093\u3060\u304b\u3092\u5206\u3051\u3066\u8003\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u24638\u6708\u306e\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u3067\u60c5\u5831\u7ba1\u7406\u3078\u306e\u61f8\u5ff5\u304c\u5e83\u304c\u3063\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">8\u670819\u65e5\u306e\u7b2c\u4e8c\u5831\u516c\u8868\u5f8c\u300120\u65e5\u306e\u7d42\u5024\u306f3,570\u5186\u3068\u306a\u308a\u3001\u524d\u65e5\u6bd48.8%\u4e0b\u843d\u3057\u307e\u3057\u305f\u30029\u670810\u65e5\u306e\u7b2c\u4e09\u5831\u3067\u306f\u3001\u8ca9\u58f2\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u306e<span class=\"swl-marker mark_yellow\"><strong>136\u4e07563\u30a2\u30ab\u30a6\u30f3\u30c8\u306e\u4f1a\u54e1\u60c5\u5831\u306b\u95b2\u89a7\u30fb\u53d6\u5f97\u306e\u53ef\u80fd\u6027<\/strong><\/span>\u304c\u3042\u308b\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ec\u30f3\u30bf\u30eb\u30b5\u30fc\u30d0\u30fc\u306e\u5bfe\u8c61\u306f951\u30a2\u30ab\u30a6\u30f3\u30c8\u3067\u3059\u3002\u4e00\u65b9\u3001\u5916\u90e8\u6301\u3061\u51fa\u3057\u3092\u88cf\u4ed8\u3051\u308b\u660e\u78ba\u306a\u4e8b\u5b9f\u3084\u4e8c\u6b21\u88ab\u5bb3\u306f\u78ba\u8a8d\u3055\u308c\u3066\u3044\u307e\u305b\u3093\u3002\u30ec\u30f3\u30bf\u30eb\u30b5\u30fc\u30d0\u30fc\u4ee5\u5916\u306e\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u74b0\u5883\u3067\u3082\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u306e\u5146\u5019\u306f\u672a\u78ba\u8a8d\u3067\u3059\u3002\u6d41\u51fa\u78ba\u5b9a\u3068\u306f\u533a\u5225\u3057\u3064\u3064\u3001\u4fe1\u983c\u56de\u5fa9\u3001\u9867\u5ba2\u7d99\u7d9a\u3001\u518d\u767a\u9632\u6b62\u8cbb\u7528\u3078\u306e\u5f71\u97ff\u3092\u8ffd\u3046\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n<!-- Shortcode [con_syber] does not exist -->\n\n\n\n<h2 class=\"wp-block-heading\">\u76f4\u8fd11Q\u306f\u55b6\u696d\u9ed2\u5b57\u306b\u8ee2\u63db\uff5c\u901a\u671f\u55b6\u696d\u5229\u76ca\u4e88\u60f3\u308225\u5104\u5186\u3078\u5897\u984d<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1079\" height=\"620\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4687e62ebbbeddfa9f6b997a448cc1f0.jpg\" alt=\"\u76f4\u8fd11Q\u306f\u55b6\u696d\u9ed2\u5b57\u306b\u8ee2\u63db\uff5c\u901a\u671f\u55b6\u696d\u5229\u76ca\u4e88\u60f3\u308225\u5104\u5186\u3078\u5897\u984d\" class=\"wp-image-9171\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4687e62ebbbeddfa9f6b997a448cc1f0.jpg 1079w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4687e62ebbbeddfa9f6b997a448cc1f0-300x172.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4687e62ebbbeddfa9f6b997a448cc1f0-768x441.jpg 768w\" sizes=\"(max-width: 1079px) 100vw, 1079px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">26\u5e743\u6708\u671f\u306f\u58f2\u4e0a\u9ad8353.01\u5104\u5186\u3001\u55b6\u696d\u640d\u59314.03\u5104\u5186\u3067\u3057\u305f\u304c\u300127\u5e743\u6708\u671f1Q\u306f\u58f2\u4e0a\u9ad8111.34\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca12.30\u5104\u5186\u3078\u6539\u5584\u3057\u307e\u3057\u305f\u3002<span class=\"swl-marker mark_yellow\"><strong>GPU\u306e\u9ad8\u7a3c\u50cd\u304c\u9ed2\u5b57\u8ee2\u63db\u3092\u652f\u3048\u3001\u901a\u671f\u4e88\u60f3\u3082\u4e0a\u65b9\u4fee\u6b63<\/strong><\/span>\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1600\" height=\"901\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-results.png\" alt=\"27\u5e743\u6708\u671f1Q\u306e\u58f2\u4e0a\u9ad8\u30fb\u55b6\u696d\u5229\u76ca\u30fb\u7d4c\u5e38\u5229\u76ca\u30fb\u7d14\u5229\u76ca\" class=\"wp-image-18125\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-results.png 1600w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-results-300x169.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-results-767x432.png 767w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-results-1536x865.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\">\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u300c2027\u5e743\u6708\u671f \u7b2c1\u56db\u534a\u671f \u6c7a\u7b97\u8aac\u660e\u8cc7\u6599\u300d(2026\u5e747\u670828\u65e5)\u3001p.4\u3088\u308a\u5f15\u7528<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">GPU\u58f2\u4e0a\u306f245.9%\u5897\uff5c\u9ad8\u7a3c\u50cd\u304c\u5148\u884c\u8cbb\u7528\u3092\u5438\u53ce\u3057\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">1Q\u306eGPU\u30a4\u30f3\u30d5\u30e9\u58f2\u4e0a\u306f47.18\u5104\u5186\u3067\u524d\u5e74\u540c\u671f\u6bd4245.9%\u5897\u3001\u30af\u30e9\u30a6\u30c9\u58f2\u4e0a\u306f39.75\u5104\u5186\u30677.5%\u5897\u3067\u3057\u305f\u3002<span class=\"swl-marker mark_yellow\"><strong>H100\u306b\u52a0\u3048\u3001\u524d\u671f\u306b\u6295\u8cc7\u3057\u305fH200\u30fbB200\u306e\u9ad8\u7a3c\u50cd<\/strong><\/span>\u304c\u58f2\u4e0a\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u524d\u5e74\u540c\u671f\u306e\u55b6\u696d\u640d\u59314.57\u5104\u5186\u304b\u3089\u55b6\u696d\u5229\u76ca12.30\u5104\u5186\u3078\u6539\u5584\u3057\u3001\u58f2\u4e0a\u9ad8\u3068\u55b6\u696d\u5229\u76ca\u306f1Q\u3068\u3057\u3066\u904e\u53bb\u6700\u9ad8\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u305f\u3060\u3057\u3001\u5229\u76ca\u306e\u4e0a\u632f\u308c\u306b\u306f\u96fb\u529b\u8cbb\u306e\u4e0b\u632f\u308c\u3084\u3001\u30ac\u30d0\u30e1\u30f3\u30c8\u30af\u30e9\u30a6\u30c9\u958b\u767a\u8cbb\u306e\u4e00\u90e8\u8cc7\u7523\u8a08\u4e0a\u3082\u5bc4\u4e0e\u3057\u3066\u3044\u307e\u3059\u3002\u58f2\u4e0a\u306e\u5897\u52a0\u3060\u3051\u3067\u5168\u3066\u306e\u6539\u5584\u3092\u8aac\u660e\u305b\u305a\u3001\u8cbb\u7528\u9762\u306e\u5909\u5316\u3082\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1600\" height=\"901\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-growth.png\" alt=\"GPU\u9ad8\u7a3c\u50cd\u3068\u8cbb\u7528\u306e\u5909\u5316\u30012Q\u4ee5\u964d\u306e\u6210\u9577\u6295\u8cc7\u65b9\u91dd\" class=\"wp-image-18126\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-growth.png 1600w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-growth-300x169.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-growth-767x432.png 767w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-growth-1536x865.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\">\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u300c2027\u5e743\u6708\u671f \u7b2c1\u56db\u534a\u671f \u6c7a\u7b97\u8aac\u660e\u8cc7\u6599\u300d(2026\u5e747\u670828\u65e5)\u3001p.10\u3088\u308a\u5f15\u7528<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">\u901a\u671f\u55b6\u696d\u5229\u76ca25\u5104\u5186\u3078\u4e0a\u65b9\u4fee\u6b63\uff5c\u4e0b\u671f\u306f\u6295\u8cc7\u8ca0\u62c5\u3082\u898b\u8fbc\u3080<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u901a\u671f\u4e88\u60f3\u306f\u58f2\u4e0a\u9ad8455\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca25\u5104\u5186\u3001\u7d4c\u5e38\u5229\u76ca23\u5104\u5186\u3001\u7d14\u5229\u76ca15\u5104\u5186\u3078\u4e0a\u65b9\u4fee\u6b63\u3055\u308c\u307e\u3057\u305f\u3002\u55b6\u696d\u5229\u76ca\u306f\u5f53\u521d\u4e88\u60f3\u304b\u308966.7%\u5897\u3067\u3059\u3002\u5e74\u9593\u914d\u5f53\u4e88\u60f3\u306f<strong>1\u682a5.5\u5186\u3092\u636e\u3048\u7f6e\u304d<\/strong>\u3001\u524d\u671f\u306e5\u5186\u304b\u3089\u5897\u914d\u3059\u308b\u8a08\u753b\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001\u4e0a\u671f\u306e\u55b6\u696d\u5229\u76ca\u4e88\u60f322\u5104\u5186\u3092\u5dee\u3057\u5f15\u304f\u3068\u3001\u4e0b\u671f\u306e\u8a08\u753b\u306f3\u5104\u5186\u3067\u3059\u3002\u4f1a\u793e\u306fAI\u30fb\u30af\u30e9\u30a6\u30c9\u5206\u91ce\u3078\u306e\u6210\u9577\u6295\u8cc7\u3092\u62e1\u5927\u3057\u3001\u4e00\u90e8\u8cbb\u7528\u306e\u767a\u751f\u3082\u5f8c\u308d\u3078\u305a\u308c\u308b\u3068\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u30021Q\u306e\u5229\u76ca\u3092\u5358\u7d14\u306b4\u500d\u3057\u3066\u901a\u671f\u3092\u4e88\u60f3\u305b\u305a\u3001\u6295\u8cc7\u5f8c\u306b\u3069\u308c\u3060\u3051\u5229\u76ca\u304c\u6b8b\u308b\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1600\" height=\"901\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-forecast.png\" alt=\"27\u5e743\u6708\u671f\u306e\u4e0a\u671f\u30fb\u901a\u671f\u696d\u7e3e\u4e88\u60f3\u306e\u4e0a\u65b9\u4fee\u6b63\" class=\"wp-image-18127\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-forecast.png 1600w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-forecast-300x169.png 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-forecast-767x432.png 767w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/sakura-q1-forecast-1536x865.png 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><figcaption class=\"wp-element-caption\">\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u300c2027\u5e743\u6708\u671f \u7b2c1\u56db\u534a\u671f \u6c7a\u7b97\u8aac\u660e\u8cc7\u6599\u300d(2026\u5e747\u670828\u65e5)\u3001p.9\u3088\u308a\u5f15\u7528<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">\u4eca\u5f8c\u306e\u682a\u4fa1\u306f\u5229\u76ca\u6210\u9577\u306e\u7d99\u7d9a\u304c\u5de6\u53f3\u3059\u308b\uff5c\u5c06\u6765\u6027\u3092\u898b\u6975\u3081\u308b4\u3064\u306e\u30dd\u30a4\u30f3\u30c8<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1136\" height=\"554\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fd89a8c7f41bc9937da8e42047b9cab.jpg\" alt=\"\u4eca\u5f8c\u306e\u682a\u4fa1\u306f\u5229\u76ca\u6210\u9577\u306e\u7d99\u7d9a\u304c\u5de6\u53f3\u3059\u308b\uff5c\u5c06\u6765\u6027\u3092\u898b\u6975\u3081\u308b4\u3064\u306e\u30dd\u30a4\u30f3\u30c8\" class=\"wp-image-9173\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fd89a8c7f41bc9937da8e42047b9cab.jpg 1136w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fd89a8c7f41bc9937da8e42047b9cab-300x146.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/9fd89a8c7f41bc9937da8e42047b9cab-768x375.jpg 768w\" sizes=\"(max-width: 1136px) 100vw, 1136px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u8a08\u7b97\u57fa\u76e4\u3068\u56fd\u7523\u30af\u30e9\u30a6\u30c9\u306e\u9700\u8981\u306f\u6210\u9577\u6a5f\u4f1a\u3067\u3059\u304c\u3001\u8a2d\u5099\u3092\u5897\u3084\u3059\u3060\u3051\u3067\u306f\u5229\u76ca\u306f\u4fdd\u8a3c\u3055\u308c\u307e\u305b\u3093\u3002<span class=\"swl-marker mark_yellow\"><strong>\u65e2\u5b58GPU\u306e\u7a3c\u50cd\u7d99\u7d9a\u3001\u8ffd\u52a0\u6295\u8cc7\u306e\u56de\u53ce\u3001\u884c\u653f\u9700\u8981\u306e\u53ce\u76ca\u5316<\/strong><\/span>\u3092\u8ffd\u3044\u307e\u3059\u3002\u9ed2\u5b57\u8ee2\u63db\u3092\u78ba\u8a8d\u3067\u304d\u305f\u4eca\u306f\u3001\u5229\u76ca\u3092\u7a4d\u307f\u4e0a\u3052\u3089\u308c\u308b\u304b\u3092\u898b\u6975\u3081\u308b\u6bb5\u968e\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2460B200\u306e\u9ad8\u7a3c\u50cd\u7d99\u7d9a\u3068Rubin\u6295\u8cc7\u306e\u56de\u53ce\u304c\u9375\u306b\u306a\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u65e2\u5b58GPU\u306e\u9ad8\u7a3c\u50cd\u304c\u7d9a\u3051\u3070\u3001\u8a2d\u5099\u6295\u8cc7\u306e\u56de\u53ce\u306f\u9032\u307f\u307e\u3059\u30027\u6708\u306b\u306f\u6b21\u4e16\u4ee3GPU\u306eRubin\u306a\u3069\u3078<span class=\"swl-marker mark_yellow\"><strong>260\u5104\u5186\u306e\u6295\u8cc7<\/strong><\/span>\u3092\u6c7a\u3081\u3001\u4e3b\u306b\u501f\u5165\u3067\u8cc7\u91d1\u3092\u8abf\u9054\u3059\u308b\u65b9\u91dd\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u7d0d\u5165\u306f2027\u5e741\u6708\u306e\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30fc\u30d3\u30b9\u5229\u7528\u958b\u59cb\u6642\u671f\u306f\u672a\u5b9a\u3067\u3001\u5f53\u671f\u696d\u7e3e\u3078\u306e\u5f71\u97ff\u3082\u7cbe\u67fb\u4e2d\u3067\u3059\u3002\u7d0d\u5165\u3057\u305f\u6708\u304b\u3089\u5341\u5206\u306a\u58f2\u4e0a\u304c\u7acb\u3064\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002GPU\u306e\u4e16\u4ee3\u4ea4\u4ee3\u3067\u65e2\u5b58\u6a5f\u6750\u306e\u5229\u7528\u5358\u4fa1\u304c\u4e0b\u304c\u308b\u53ef\u80fd\u6027\u3082\u3042\u308a\u307e\u3059\u3002\u7a3c\u50cd\u7387\u306e\u7dad\u6301\u3001\u9867\u5ba2\u5951\u7d04\u306e\u7d99\u7d9a\u3001\u6e1b\u4fa1\u511f\u5374\u3084\u91d1\u5229\u306e\u8ca0\u62c5\u3092\u5408\u308f\u305b\u3001\u5897\u8a2d\u304c\u5229\u76ca\u6210\u9577\u306b\u3064\u306a\u304c\u308b\u304b\u3092\u5224\u65ad\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2461\u30ac\u30d0\u30e1\u30f3\u30c8\u30af\u30e9\u30a6\u30c9\u306f\u63a1\u629e\u304b\u3089\u5b9f\u5229\u7528\u30fb\u58f2\u4e0a\u306e\u62e1\u5927\u3078\u9032\u3080<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">3\u6708\u306e\u6b63\u5f0f\u63a1\u629e\u306b\u7d9a\u304d\u30017\u6708\u306e\u6c7a\u7b97\u8aac\u660e\u8cc7\u6599\u3067\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u5e81\u306e\u751f\u6210AI\u5229\u7528\u74b0\u5883\u300c\u6e90\u5185\u300d\u306e\u5b9f\u8a3c\u3067\u7a3c\u50cd\u3057\u305f\u3068\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u3002<span class=\"swl-marker mark_yellow\"><strong>\u653f\u5e9c\u306b\u3088\u308b\u30ac\u30d0\u30e1\u30f3\u30c8\u30af\u30e9\u30a6\u30c9\u4e0a\u3067\u306e\u5b9f\u5229\u7528\u4e8b\u4f8b<\/strong><\/span>\u304c\u751f\u307e\u308c\u305f\u70b9\u306f\u3001\u671f\u5f85\u3060\u3051\u306e\u6bb5\u968e\u304b\u3089\u306e\u524d\u9032\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a6\u30c9\u58f2\u4e0a\u306f1Q\u306b7.5%\u5897\u3048\u307e\u3057\u305f\u304c\u3001\u3053\u306e\u5897\u52a0\u984d\u3092\u5168\u3066\u884c\u653f\u9700\u8981\u306b\u3088\u308b\u3082\u306e\u3068\u306f\u5224\u65ad\u3067\u304d\u307e\u305b\u3093\u3002\u4f1a\u793e\u306f\u5927\u578b\u30fb\u9577\u671f\u6848\u4ef6\u306e\u5897\u52a0\u3082\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u3002\u6848\u4ef6\u306e\u63a1\u7528\u4ef6\u6570\u3060\u3051\u3067\u306a\u304f\u3001\u79fb\u884c\u306e\u9032\u6357\u3001\u5229\u7528\u306e\u7d99\u7d9a\u3001\u904b\u7528\u652f\u63f4\u3092\u542b\u3081\u305f\u63a1\u7b97\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u5b9f\u8a3c\u304c\u305d\u306e\u307e\u307e\u5927\u898f\u6a21\u306a\u672c\u756a\u5951\u7d04\u306b\u306a\u308b\u3068\u306f\u9650\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2462\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u5354\u696d\u306f\u63d0\u4f9b\u958b\u59cb\u3068\u53ce\u76ca\u6761\u4ef6\u3092\u78ba\u8a8d\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5354\u696d\u304c\u5b9f\u73fe\u3059\u308c\u3070\u3001Azure\u306e\u5229\u7528\u8005\u306b\u56fd\u5185AI\u57fa\u76e4\u3092\u63d0\u4f9b\u3059\u308b\u8ca9\u8def\u304c\u5e83\u304c\u308a\u307e\u3059\u3002\u653f\u5e9c\u30fb\u516c\u7684\u6a5f\u95a2\u3084\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u30c7\u30fc\u30bf\u3092\u6271\u3046\u4f01\u696d\u306e\u9700\u8981\u3092\u53d6\u308a\u8fbc\u3081\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<strong>\u30c7\u30fc\u30bf\u3092\u56fd\u5185\u3067\u7ba1\u7406\u3059\u308b\u9078\u629e\u80a2<\/strong>\u3092\u5897\u3084\u3059\u72d9\u3044\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u78ba\u8a8d\u3057\u305f\u516c\u5f0f\u767a\u8868\u3067\u306f\u3001\u5171\u540c\u958b\u767a\u306b\u5411\u3051\u305f\u691c\u8a0e\u958b\u59cb\u304b\u3089\u3001\u53d7\u6ce8\u984d\u3092\u793a\u3059\u6bb5\u968e\u3078\u9032\u3093\u3060\u3068\u306f\u78ba\u8a8d\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u6b21\u306b\u898b\u308b\u306e\u306f\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u958b\u59cb\u3001\u5951\u7d04\u6761\u4ef6\u3001\u5229\u7528\u898f\u6a21\u3067\u3059\u3002AI\u5206\u91ce\u5168\u4f53\u306e\u6210\u9577\u3068\u500b\u793e\u306e\u53ce\u76ca\u5316\u306b\u306f\u5dee\u304c\u3042\u308b\u305f\u3081\u3001\u95a2\u9023\u4f01\u696d\u306e\u4e8b\u696d\u30e2\u30c7\u30eb\u3068\u6bd4\u3079\u306a\u304c\u3089\u8a55\u4fa1\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u2463\u55b6\u696d\u5229\u76ca\u7387\u306e\u6539\u5584\u304c\u4e00\u6642\u7684\u306a\u8cbb\u7528\u6e1b\u306b\u4f9d\u5b58\u3057\u306a\u3044\u304b\u3092\u898b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">1Q\u306e\u55b6\u696d\u5229\u76ca\u7387\u306f\u7d0411.1%\u3078\u6539\u5584\u3057\u307e\u3057\u305f\u304c\u3001\u901a\u671f\u4e88\u60f3\u3067\u306f\u7d045.5%\u3067\u3059\u3002<span class=\"swl-marker mark_yellow\"><strong>GPU\u306e\u9ad8\u7a3c\u50cd\u306b\u3088\u308b\u6539\u5584\u3068\u3001\u8cbb\u7528\u306e\u8a08\u4e0a\u6642\u671f\u306b\u3088\u308b\u6539\u5584\u3092\u5206\u3051\u308b<\/strong><\/span>\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u4e0a\u671f\u306b\u5229\u76ca\u304c\u504f\u308b\u8a08\u753b\u306b\u3082\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u958b\u767a\u8cbb\u306e\u8cc7\u7523\u8a08\u4e0a\u306f\u5f53\u671f\u306e\u8cbb\u7528\u3092\u6291\u3048\u307e\u3059\u304c\u3001\u5c06\u6765\u306e\u511f\u5374\u8ca0\u62c5\u304c\u306a\u304f\u306a\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3055\u3089\u306b\u3001\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u306e\u8abf\u67fb\u30fb\u518d\u767a\u9632\u6b62\u306b\u4f34\u3046\u8cbb\u7528\u3084\u9867\u5ba2\u3078\u306e\u5f71\u97ff\u3082\u78ba\u8a8d\u5bfe\u8c61\u3067\u3059\u3002\u58f2\u4e0a\u304c\u4f38\u3073\u3066\u3082\u5229\u76ca\u7387\u304c\u4e0b\u304c\u308b\u5834\u5408\u306f\u3001\u8ffd\u52a0\u6295\u8cc7\u306e\u305f\u3081\u306a\u306e\u304b\u3001\u5358\u4fa1\u4f4e\u4e0b\u3084\u5951\u7d04\u6e1b\u5c11\u306b\u3088\u308b\u3082\u306e\u306a\u306e\u304b\u3092\u6c7a\u7b97\u3067\u78ba\u304b\u3081\u307e\u3059\u3002<\/p>\n\n\n<p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/ai_toushi\/\">[\u95a2\u9023]AI\u95a2\u9023\u9298\u67c42026\u5e74\u7248\uff5c\u672c\u547d\u306e\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u3068AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306a\u3069\u6ce8\u76ee\u30c6\u30fc\u30de\u3092\u89e3\u8aac<\/a><\/p>\n\n\n<div class=\"p-blogParts post_content\" data-partsID=\"12737\"><p><span class=\"p-adBox\" data-id=\"12787\" data-ad=\"text\"><p class=\"n_link\"><a href=\"https:\/\/jioinc.jp\/investleaders\/lp01\/\" class=\"track-banner\" data-banner=\"article_c\" data-link-position=\"article_02\">[\u95a2\u9023]\u30a2\u30ca\u30ea\u30b9\u30c8\u304c\u4eca\u6ce8\u76ee\u3059\u308b\u6295\u8cc7\u30c6\u30fc\u30de\u3068\u95a2\u9023\u9298\u67c4\u3092\u5fb9\u5e95\u89e3\u8aac<\/a><\/p><\/span><\/p>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\">\u6295\u8cc7\u306e\u6ce8\u610f\u70b9\u306f\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306e\u9ad8\u3055\uff5c\u77ed\u671f\u306e\u71b1\u72c2\u306b\u98db\u3073\u3064\u304b\u306a\u3044<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1672\" height=\"941\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d5801b2bf18781693426d365fcb681b.jpg\" alt=\"\u6295\u8cc7\u306e\u6ce8\u610f\u70b9\u306f\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u306e\u9ad8\u3055\uff5c\u77ed\u671f\u306e\u71b1\u72c2\u306b\u98db\u3073\u3064\u304b\u306a\u3044\" class=\"wp-image-11930\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d5801b2bf18781693426d365fcb681b.jpg 1672w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d5801b2bf18781693426d365fcb681b-300x169.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d5801b2bf18781693426d365fcb681b-768x432.jpg 768w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4d5801b2bf18781693426d365fcb681b-1536x864.jpg 1536w\" sizes=\"(max-width: 1672px) 100vw, 1672px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u597d\u6750\u6599\u3067\u6025\u9a30\u3057\u3001\u6c7a\u7b97\u3084\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u306e\u767a\u8868\u3067\u5927\u304d\u304f\u58f2\u3089\u308c\u308b\u5024\u52d5\u304d\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<span class=\"swl-marker mark_yellow\"><strong>\u9ad8\u5024\u304b\u3089\u306e\u4e0b\u843d\u7387\u3060\u3051\u3067\u8cb7\u3044\u6642\u3092\u6c7a\u3081\u305a\u3001\u5229\u76ca\u306e\u88cf\u4ed8\u3051\u3068\u8cfc\u5165\u4fa1\u683c\u3092\u7167\u5408<\/strong><\/span>\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u5024\u5e45\u306e\u5927\u304d\u3055\u306b\u5408\u308f\u305b\u3001\u4fdd\u6709\u984d\u3082\u7ba1\u7406\u3057\u305f\u3044\u9298\u67c4\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8cb7\u3044\u6642\u306f\u9ad8\u5024\u304b\u3089\u306e\u4e0b\u843d\u5e45\u3088\u308a\u3001\u5229\u76ca\u3068\u4fe1\u983c\u56de\u5fa9\u3067\u5224\u65ad\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">9\u670814\u65e5\u7d42\u50243,605\u5186\u306f8\u6708\u9ad8\u5024\u304b\u308917.1%\u4e0b\u3067\u3059\u304c\u3001\u305d\u308c\u3060\u3051\u3067\u5272\u5b89\u3068\u306f\u3044\u3048\u307e\u305b\u3093\u3002\u4e88\u60f3PER\u306f\u7d0496\u500d\u3067\u3001\u696d\u7e3e\u56de\u5fa9\u3078\u306e\u671f\u5f85\u306f\u6b8b\u3063\u3066\u3044\u307e\u3059\u3002<span class=\"swl-marker mark_yellow\"><strong>\u8cfc\u5165\u3092\u691c\u8a0e\u3059\u308b\u306a\u3089\u3001GPU\u58f2\u4e0a\u306e\u7d99\u7d9a\u3068\u901a\u671f\u8a08\u753b\u306e\u9032\u6357\u3092\u78ba\u8a8d<\/strong><\/span>\u3057\u305f\u3044\u3068\u3053\u308d\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u306e\u8ffd\u52a0\u88ab\u5bb3\u3084\u9867\u5ba2\u96e2\u53cd\u3001Rubin\u306e\u7a3c\u50cd\u9045\u5ef6\u304c\u660e\u3089\u304b\u306b\u306a\u308c\u3070\u3001\u60f3\u5b9a\u3092\u898b\u76f4\u3059\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u53cd\u5bfe\u306b\u3001\u9ad8\u7a3c\u50cd\u304c\u7d9a\u304d\u3001\u8ffd\u52a0\u6295\u8cc7\u5f8c\u3082\u5229\u76ca\u304c\u5897\u3048\u308c\u3070\u8a55\u4fa1\u3092\u652f\u3048\u307e\u3059\u3002\u77ed\u671f\u306e\u6025\u9a30\u3092\u8ffd\u3046\u524d\u306b\u3001\u60aa\u6750\u6599\u304c\u51fa\u305f\u969b\u306e\u640d\u5931\u8a31\u5bb9\u984d\u3092\u6c7a\u3081\u3001\u8cc7\u91d1\u3092\u4e00\u5ea6\u306b\u96c6\u4e2d\u3055\u305b\u306a\u3044\u59ff\u52e2\u304c\u57fa\u672c\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u307e\u3068\u3081\uff5c\u77ed\u671f\u306e\u71b1\u72c2\u3068\u4e2d\u9577\u671f\u306e\u5b9f\u7e3e\u3092\u5206\u3051\u3066\u898b\u6975\u3081\u305f\u3044<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1111\" height=\"568\" src=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4921689965be2f3edcd30afd9d5f5ba4.jpg\" alt=\"\u307e\u3068\u3081\uff5c\u77ed\u671f\u306e\u71b1\u72c2\u3068\u4e2d\u9577\u671f\u306e\u5b9f\u7e3e\u3092\u5206\u3051\u3066\u898b\u6975\u3081\u305f\u3044\" class=\"wp-image-9169\" srcset=\"https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4921689965be2f3edcd30afd9d5f5ba4.jpg 1111w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4921689965be2f3edcd30afd9d5f5ba4-300x153.jpg 300w, https:\/\/jioinc.jp\/investleaders\/wp-content\/uploads\/4921689965be2f3edcd30afd9d5f5ba4-768x393.jpg 768w\" sizes=\"(max-width: 1111px) 100vw, 1111px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u304f\u3089\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u306f1Q\u3067\u55b6\u696d\u9ed2\u5b57\u3078\u623b\u308a\u3001\u901a\u671f\u55b6\u696d\u5229\u76ca\u4e88\u60f3\u308225\u5104\u5186\u3078\u5897\u984d\u3057\u307e\u3057\u305f\u3002<strong>GPU\u306e\u9ad8\u7a3c\u50cd\u304c\u53ce\u76ca\u306b\u7d50\u3073\u4ed8\u3044\u305f<\/strong>\u70b9\u306f\u524d\u9032\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3001\u682a\u4fa1\u306f9\u670814\u65e5\u7d42\u50243,605\u5186\u3001\u4e88\u60f3PER\u306f\u7d0496\u500d\u3067\u3059\u3002260\u5104\u5186\u306e\u8ffd\u52a0\u6295\u8cc7\u3068\u3001\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u5f8c\u306e\u4fe1\u983c\u56de\u5fa9\u3068\u3044\u3046\u8ab2\u984c\u3082\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span class=\"swl-marker mark_yellow\"><strong>\u9ed2\u5b57\u5316\u3060\u3051\u3067\u8cb7\u3044\u3068\u6c7a\u3081\u305a\u3001\u5229\u76ca\u306e\u7d99\u7d9a\u6027\u3001\u9867\u5ba2\u52d5\u5411\u3001\u6295\u8cc7\u56de\u53ce\u3092\u78ba\u8a8d\u3059\u308b<\/strong><\/span>\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u77ed\u671f\u306e\u6750\u6599\u3068\u4e2d\u9577\u671f\u306e\u53ce\u76ca\u3092\u5206\u3051\u3066\u5224\u65ad\u3057\u307e\u3057\u3087\u3046\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 class=\"cta_text01_03\">\u4eca\u306a\u3089\u6025\u9a30\u671f\u5f85\u306e\u201c\u6709\u529b3\u9298\u67c4\u201d\u3092<br class=\"sp_\">\u7121\u6599\u3067\u914d\u4fe1\u3044\u305f\u3057\u307e\u3059<\/p>\n   <p class=\"cta_text01_02\">\u8cb7\u3044\u3068\u58f2\u308a\u306e\u30bf\u30a4\u30df\u30f3\u30b0\u304b\u3089\u9298\u67c4\u9078\u3073\u307e\u3067\u5168\u3066\u5f0a\u793e\u306b\u304a\u4efb\u305b\u304f\u3060\u3055\u3044\u3002<br>\u6295\u8cc7\u306b\u7cbe\u901a\u3057\u305f\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u624b\u8155\u3092\u60dc\u3057\u3052\u3082\u306a\u304f\u304a\u4f1d\u3048\u3057\u307e\u3059\u3002<\/p>\n   <p class=\"cta_text01_02\">\u5f0a\u793e\u304c\u3054\u63d0\u4f9b\u3059\u308b\u9298\u67c4\u306e\u826f\u3055\u3092\u307e\u305a\u306f\u3054\u5b9f\u611f\u304f\u3060\u3055\u3044\u3002<\/p>\n   <p class=\"cta_text02\">\u25bc\u30d7\u30ed\u304c\u9078\u3093\u30603\u9298\u67c4\u3092\u7121\u6599\u3067\u3054\u63d0\u6848\u25bc<\/p>\n  <\/div>\n\n  <form method=\"POST\" action=\"https:\/\/report.calltree-system.com\/jio\/register.php\">\n  <input type=\"hidden\" name=\"success-page\" value=\"https:\/\/jioinc.jp\/investleaders\/pages\/thanks.html\"> <!-- value\u306b\u306f 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