{"id":7590,"date":"2025-10-09T07:13:55","date_gmt":"2025-10-08T22:13:55","guid":{"rendered":"https:\/\/blackfire.work\/?p=7590"},"modified":"2025-10-09T07:13:56","modified_gmt":"2025-10-08T22:13:56","slug":"%e7%b5%82%e3%82%8f%e3%82%8a%e3%81%ae%e5%a7%8b%e3%81%be%e3%82%8a%ef%bc%9f%e6%8a%95%e8%b3%87%e8%a9%90%e6%ac%ba%ef%bc%9f%e3%82%aa%e3%83%a9%e3%82%af%e3%83%ab%e3%82%b7%e3%83%a7%e3%83%83%e3%82%af%ef%bc%88ai","status":"publish","type":"post","link":"https:\/\/blackfire.work\/?p=7590","title":{"rendered":"\u7d42\u308f\u308a\u306e\u59cb\u307e\u308a\uff1f\u6295\u8cc7\u8a50\u6b3a\uff1f\u30aa\u30e9\u30af\u30eb\u30b7\u30e7\u30c3\u30af\uff08AI\u306f\u8584\u5229\u3060\u3068\u30d0\u30ec\u308b\uff09\u306b\u52a0\u3048\u3066AI\u696d\u754c\u306e\u30dd\u30f3\u30b8\u30b9\u30ad\u30fc\u30e0\uff08\u5faa\u74b0\u53d6\u5f15\uff09\u306e\u304b\u3089\u304f\u308a\u304c\u30d0\u30ec\u59cb\u3081\u3066\u308b\u4ef6"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">\u7d42\u308f\u308a\u306e\u59cb\u307e\u308a\uff1f\u30aa\u30e9\u30af\u30eb\u306eAI\u95a2\u9023\u304c\u3059\u3054\u3044\u8584\u5229\u3060\u3068\u3044\u3046\u3053\u3068\u304c\u660e\u3089\u304b\u306b<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">Tech, Crypto Dump On Report Exposing ORCL&#39;s &#39;Razor Thin&#39; Margins On AI Chips <a href=\"https:\/\/t.co\/o9X8iNarPS\">https:\/\/t.co\/o9X8iNarPS<\/a><\/p>&mdash; zerohedge (@zerohedge) <a href=\"https:\/\/twitter.com\/zerohedge\/status\/1975581682909471080?ref_src=twsrc%5Etfw\">October 7, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\u30aa\u30e9\u30af\u30eb\u306e\u30d0\u30e9\u30f3\u30b9\u30b7\u30fc\u30c8\u3092\u3088\u3046\u3084\u304f\u8abf\u3079\u305f\u3002\u3081\u3061\u3083\u304f\u3061\u3083\u9ad8\u3044\u56fa\u5b9a\u8cc7\u7523\u6bd4\u7387\u3068\u3081\u3061\u3083\u304f\u3061\u3083\u4f4e\u3044\u81ea\u5df1\u8cc7\u672c\u6bd4\u7387\u3002\u3053\u3053\u304b\u3089\u3055\u3089\u306b\u8ca0\u50b5\u5897\u3084\u3057\u3066\u30b5\u30fc\u30d0\u30fc\u6295\u8cc7\u306f\u78ba\u304b\u306b\u51c4\u3044\u3002\u3061\u3087\u3063\u3068\u3067\u3082\u5e02\u6cc1\u304c\u72c2\u3063\u305f\u3089\u4e00\u6483\u3067\u7834\u7dbb\u3057\u305d\u3046\u3002\u30c9\u30ad\u30c9\u30ad\u3057\u3061\u3083\u3046\u306d\u3002 <a href=\"https:\/\/t.co\/Dz8LOXIWct\">https:\/\/t.co\/Dz8LOXIWct<\/a> <a href=\"https:\/\/t.co\/qdIH7jRmj6\">pic.twitter.com\/qdIH7jRmj6<\/a><\/p>&mdash; \u6c7a\u7b97\u30b0\u30e9\u30d5\u5316\u82b8\u4eba\uff5c\u7d71\u8a08\u3092\u5b66\u3093\u3067\u3044\u305f\u306f\u305a\u306e\u5316\u5b66\u7cfb\u6280\u8853\u8005 (@ChemStat66667) <a href=\"https:\/\/twitter.com\/ChemStat66667\/status\/1973672804261273824?ref_src=twsrc%5Etfw\">October 2, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">Oracle\u306eAI\u30af\u30e9\u30a6\u30c9\u3001\u5229\u76ca\u738714%\u306e\u885d\u6483\u3002NVIDIA\u4f9d\u5b58\u306e\u88cf\u3067\u9732\u5448\u3057\u305f\u300c\u5132\u304b\u3089\u306a\u3044\u73fe\u5b9f\u300d\u3068\u682a\u4fa1\u6025\u843d\u306e\u6df1\u5c64 | XenoSpectrum <a href=\"https:\/\/t.co\/8DPtekTo28\">https:\/\/t.co\/8DPtekTo28<\/a><\/p>&mdash; \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u79d1\u5b66\u306e\u7dcf\u5408\u30cb\u30e5\u30fc\u30b9\u30b5\u30a4\u30c8 | XenoSpectrum\uff08\u65e7 TEXAL\uff09 (@XenoSpectrumJP) <a href=\"https:\/\/twitter.com\/XenoSpectrumJP\/status\/1975729454057246920?ref_src=twsrc%5Etfw\">October 8, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">AI\u696d\u754c\u306e\u5faa\u74b0\u53d6\u5f15\uff08\u30dd\u30f3\u30b8\u30b9\u30ad\u30fc\u30e0\uff09\u304c\u8a71\u984c\u306b<\/h2>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<span class=\"embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/zthg_TIIHpM?version=3&#038;rel=1&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;fs=1&#038;hl=ja&#038;autohide=2&#038;wmode=transparent\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"en\" dir=\"ltr\">The <a href=\"https:\/\/twitter.com\/hashtag\/OpenAI?src=hash&amp;ref_src=twsrc%5Etfw\">#OpenAI<\/a> deal framework is very concentrated into a few companies recycling, and counting, the same investment dollars. <br>What could possibly go wrong!<br>h\/t <a href=\"https:\/\/twitter.com\/FT?ref_src=twsrc%5Etfw\">@FT<\/a> <a href=\"https:\/\/t.co\/tB52LSLXBu\">pic.twitter.com\/tB52LSLXBu<\/a><\/p>&mdash; Lance Roberts (@LanceRoberts) <a href=\"https:\/\/twitter.com\/LanceRoberts\/status\/1975515586688876815?ref_src=twsrc%5Etfw\">October 7, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">xAI\u3001NVIDIA\u3068\u306e200\u5104\u30c9\u30eb\u898f\u6a21\u306e\u5de8\u5927\u5951\u7d04\u3092\u7de0\u7d50\u304b\u2014\u2014AI\u8987\u6a29\u6226\u4e89\u306e\u88cf\u306b\u6f5c\u3080\u300c\u5faa\u74b0\u53d6\u5f15\u300d\u3068\u74b0\u5883\u30ea\u30b9\u30af\u306e\u5f71 | XenoSpectrum <a href=\"https:\/\/t.co\/PjsTMxQNSt\">https:\/\/t.co\/PjsTMxQNSt<\/a><\/p>&mdash; \u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u79d1\u5b66\u306e\u7dcf\u5408\u30cb\u30e5\u30fc\u30b9\u30b5\u30a4\u30c8 | XenoSpectrum\uff08\u65e7 TEXAL\uff09 (@XenoSpectrumJP) <a href=\"https:\/\/twitter.com\/XenoSpectrumJP\/status\/1976027623743684816?ref_src=twsrc%5Etfw\">October 8, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\u5faa\u74b0\u53d6\u5f15\uff1f\u6295\u8cc7\u5bb6\uff1f\ud83d\udc75<br><br>\u300cAI\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306b\u7a4d\u6975\u7684\u306b\u6295\u8cc7\u3057\u3001AI\u696d\u754c\u306e\u9280\u884c\u306e\u5f79\u5272\u3092\u9042\u884c\u4e2d\u3002 <a href=\"https:\/\/twitter.com\/search?q=%24NVDA&amp;src=ctag&amp;ref_src=twsrc%5Etfw\">$NVDA<\/a> \u306fxAI\u3084CoreWeave\u3068\u306e\u53d6\u5f15\u3067\u3001\u6295\u8cc7\u5bb6\u3068\u30c1\u30c3\u30d7\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3092\u517c\u306d\u308b\u3053\u3068\u3067\u3001\u81ea\u793e\u88fd\u54c1\u306e\u9700\u8981\u3092\u4e0b\u652f\u3048\uff1f\u3053\u306e\u5faa\u74b0\u7684\u306a\u69cb\u9020\u306f\u3001\u81ea\u5df1\u8cc7\u91d1AI\u30eb\u30fc\u30d7\u3001\u3068\u547c\u3070\u308c\u3001\u9700\u8981\u3092\u4eba\u70ba\u7684\u306b\u652f\u3048\u3066\u3044\u308b\u3001\u3068\u306e\u58f0\u3082\u300d<br><br>\ud83e\udd14 <a href=\"https:\/\/t.co\/lHSIlauA6G\">https:\/\/t.co\/lHSIlauA6G<\/a> <a href=\"https:\/\/t.co\/dVmdtATCcq\">pic.twitter.com\/dVmdtATCcq<\/a><\/p>&mdash; \u682a\u5f0f\u6295\u8cc7\u304c\u8da3\u5473\u306e\u304a\u3070\u3042\u3061\u3083\u3093\ud83c\udf37 (@1989hatooku) <a href=\"https:\/\/twitter.com\/1989hatooku\/status\/1975981724829094054?ref_src=twsrc%5Etfw\">October 8, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">AI\u30d0\u30d6\u30eb\u306f\u5faa\u74b0\u53d6\u5f15\u306b\u3088\u308b\u6295\u8cc7\u8a50\u6b3a\u304b\uff1f <a href=\"https:\/\/t.co\/IvbufCmxmK\">https:\/\/t.co\/IvbufCmxmK<\/a><\/p>&mdash; Dr.Fager (@johnnys_dream) <a href=\"https:\/\/twitter.com\/johnnys_dream\/status\/1975968055986721005?ref_src=twsrc%5Etfw\">October 8, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\u4f8b\u306e\u3053\u3061\u3089\u306e\u4e09\u89d2\u5f62\uff08\u5faa\u74b0\u53d6\u5f15\uff1f\uff09\u306e\u69cb\u56f3\u306b\u3064\u3044\u3066\u3001\u52d5\u753b\u4f5c\u3063\u3066\u307f\u305f\u3001\u3001\u3001<br><br>NVIDIA\u306eAI\u5e1d\u56fd vs xAI\u306e\u53cd\u4e71\uff1a\u529b\u95a2\u4fc2\u304c\u6c7a\u3081\u308b\u672a\u6765\u306e\u52dd\u8005<br><br> <a href=\"https:\/\/t.co\/PaZOTi5G9L\">https:\/\/t.co\/PaZOTi5G9L<\/a> <a href=\"https:\/\/twitter.com\/YouTube?ref_src=twsrc%5Etfw\">@YouTube<\/a>\u3088\u308a <a href=\"https:\/\/t.co\/BhjDptnpq2\">pic.twitter.com\/BhjDptnpq2<\/a><\/p>&mdash; \u6c17\u7d76\u52e2@\u3044\u3064\u304bFIRE (@superhypertest) <a href=\"https:\/\/twitter.com\/superhypertest\/status\/1975512836093977017?ref_src=twsrc%5Etfw\">October 7, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-twitter\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\u30dd\u30fc\u30eb\u30fb\u30c1\u30e5\u30fc\u30c0\u30fc\u30fb\u30b8\u30e7\u30fc\u30f3\u30ba\u6c0f\u304cCNBC\u3067\u8a9e\u3063\u305f\u3002\u300c\u5f37\u6c17\u76f8\u5834\u304c\u30d4\u30fc\u30af\u3092\u8fce\u3048\u308b\u524d\u306b\u682a\u4fa1\u304c\u5927\u5e45\u306b\u4e0a\u6607\u3059\u308b\u6761\u4ef6\u304c\u6574\u3063\u305f\u300d\u300cAI\u5206\u91ce\u3067\u898b\u3089\u308c\u308b\u5faa\u74b0\u53d6\u5f15\u3084\u30d9\u30f3\u30c0\u30fc\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u3082\u3001\u540c\u6c0f\u3092\u4e0d\u5b89\u306b\u3055\u305b\u3066\u3044\u308b\u300d<a href=\"https:\/\/t.co\/vKHkGjrNn7\">https:\/\/t.co\/vKHkGjrNn7<\/a><\/p>&mdash; \u8c4a\u5d8b\u5e83 (@hiroshi_toshima) <a href=\"https:\/\/twitter.com\/hiroshi_toshima\/status\/1975468970577969659?ref_src=twsrc%5Etfw\">October 7, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>\u7d42\u308f\u308a\u306e\u59cb\u307e\u308a\uff1f\u30aa\u30e9\u30af\u30eb\u306eAI\u95a2\u9023\u304c\u3059\u3054\u3044\u8584\u5229\u3060\u3068\u3044\u3046\u3053\u3068\u304c\u660e\u3089\u304b\u306b 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