{"id":7677,"date":"2025-10-26T09:23:25","date_gmt":"2025-10-26T00:23:25","guid":{"rendered":"https:\/\/blackfire.work\/?p=7677"},"modified":"2025-10-26T09:23:27","modified_gmt":"2025-10-26T00:23:27","slug":"ai%e3%83%90%e3%83%96%e3%83%ab%e3%81%a7%e4%b8%80%e7%95%aa%e5%a3%b2%e3%82%8c%e3%81%a6%e3%81%84%e3%82%8b%e3%81%ae%e3%81%af%e5%8d%8a%e5%b0%8e%e4%bd%93%e3%81%a7%e3%82%82%e3%82%b5%e3%83%bc%e3%83%90%e3%83%bc","status":"publish","type":"post","link":"https:\/\/blackfire.work\/?p=7677","title":{"rendered":"AI\u30d0\u30d6\u30eb\u3067\u4e00\u756a\u58f2\u308c\u3066\u3044\u308b\u306e\u306f\u534a\u5c0e\u4f53\u3067\u3082\u30b5\u30fc\u30d0\u30fc\u3067\u3082\u306a\u304f\u51b7\u5374\u88c5\u7f6e\u3060\u3068\u3044\u3046\u3053\u3068\u304c\u5224\u660e"},"content":{"rendered":"\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\u95a2\u9023\u306e\u6700\u5927\u306e\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u652f\u51fa\u306f\u534a\u5c0e\u4f53\u3067\u3082\u30b5\u30fc\u30d0\u30fc\u3067\u3082\u306a\u304f\u51b7\u5374\u88c5\u7f6e\u306a\u306e\u304b&#8230;\ud83d\ude05<br>(Source : a16z) <a href=\"https:\/\/t.co\/3x8JALyXvi\">pic.twitter.com\/3x8JALyXvi<\/a><\/p>&mdash; \u4e45\u4fdd\u7530 \u96c5\u4e5f@Coalis (@kubotamas) <a href=\"https:\/\/twitter.com\/kubotamas\/status\/1981922738374889628?ref_src=twsrc%5Etfw\">October 25, 2025<\/a><\/blockquote><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p>AI\u30d0\u30d6\u30eb\uff08\u751f\u6210AI\u30d6\u30fc\u30e0\uff09\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u9700\u8981\u304c\u6025\u5897\u3059\u308b\u4e2d\u3001\u534a\u5c0e\u4f53\uff08\u4e3b\u306bNVIDIA\u306eGPU\uff09\u3084\u30b5\u30fc\u30d0\u30fc\uff08Dell\u3001HPE\u3001Supermicro\u306a\u3069\uff09\u306e\u58f2\u4e0a\u306f\u78ba\u304b\u306b\u5de8\u984d\u3067\u3059\u304c\u3001\u51b7\u5374\u88c5\u7f6e\u306e\u5e02\u5834\u6210\u9577\u7387\u304c\u3053\u308c\u3089\u3092\u4e0a\u56de\u308b\u300c\u7206\u767a\u7684\u306a\u300d\u52e2\u3044\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u3002\u4ee5\u4e0b\u3067\u30c7\u30fc\u30bf\u3092\u57fa\u306b\u8aac\u660e\u3057\u307e\u3059\u3002<strong>\u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u7387\u306e\u6bd4\u8f03<\/strong>AI\u30d6\u30fc\u30e0\u306e\u5f71\u97ff\u3067\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u6d88\u8cbb\u3068\u767a\u71b1\u304c\u5897\u5927\u3057\u3001\u5f93\u6765\u306e\u7a7a\u51b7\u3067\u306f\u5bfe\u5fdc\u3057\u304d\u308c\u306a\u304f\u306a\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u6db2\u4f53\u51b7\u5374\uff08liquid cooling\uff09\u306a\u3069\u306e\u5148\u9032\u51b7\u5374\u6280\u8853\u304c\u6025\u6210\u9577\u3002\u4ee5\u4e0b\u306f\u4e3b\u306a\u30ab\u30c6\u30b4\u30ea\u306e\u5e02\u5834\u898f\u6a21\u3068CAGR\uff08\u5e74\u5e73\u5747\u6210\u9577\u7387\uff09\u306e\u6982\u8981\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u30ab\u30c6\u30b4\u30ea<\/th><th>2023-2024\u5e74\u5e02\u5834\u898f\u6a21\uff08\u63a8\u5b9a\uff09<\/th><th>2030-2034\u5e74\u4e88\u6e2c\u898f\u6a21<\/th><th>CAGR\uff08\u6210\u9577\u7387\uff09<\/th><th>\u4e3b\u306a\u30c9\u30e9\u30a4\u30d0\u30fc<\/th><\/tr><tr><td><strong>\u534a\u5c0e\u4f53 (AI\u30c1\u30c3\u30d7\/GPU)<\/strong><\/td><td>\u7d04500\u5104\u30c9\u30eb (NVIDIA\u4e2d\u5fc3)<\/td><td>1,000\u5104\u30c9\u30eb\u8d85<\/td><td>16-20%<\/td><td>AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\/\u63a8\u8ad6\u9700\u8981<\/td><\/tr><tr><td><strong>\u30b5\u30fc\u30d0\u30fc (AI\u30b5\u30fc\u30d0\u30fc)<\/strong><\/td><td>\u7d041,000\u5104\u30c9\u30eb<\/td><td>2,000\u5104\u30c9\u30eb\u8d85<\/td><td>18-25%<\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u62e1\u5f35<\/td><\/tr><tr><td><strong>\u51b7\u5374\u88c5\u7f6e (\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u51b7\u5374\u5168\u4f53)<\/strong><\/td><td>\u7d0476\u5104\u30c9\u30eb<\/td><td>169\u5104\u30c9\u30eb (2028\u5e74)<\/td><td>18.4%<\/td><td>AI\u306e\u9ad8\u5bc6\u5ea6\u767a\u71b1\u5bfe\u5fdc<\/td><\/tr><tr><td><strong>\u51b7\u5374\u88c5\u7f6e (\u6db2\u4f53\u51b7\u5374\u7279\u5316)<\/strong><\/td><td>\u7d0456\u5104\u30c9\u30eb<\/td><td>484\u5104\u30c9\u30eb (2034\u5e74)<\/td><td>23.96%<\/td><td>\u6db2\u4f53\u6d78\u6f2c\/\u30c1\u30c3\u30d7\u76f4\u7d50\u51b7\u5374\u306e\u666e\u53ca<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30bd\u30fc\u30b9<\/strong>: Omdia\u3001BIS Research\u3001Goldman Sachs\u3001IDTechEx\u306e\u30ec\u30dd\u30fc\u30c8\u306b\u57fa\u3065\u304f\u3002\u6db2\u4f53\u51b7\u5374\u5e02\u5834\u306f2024\u5e74\u306b5%\u7a0b\u5ea6\u306e\u30b7\u30a7\u30a2\u304b\u3089\u30012026\u5e74\u307e\u3067\u306bAI\u30b5\u30fc\u30d0\u30fc\u306e57%\u306b\u62e1\u5927\u4e88\u6e2c\u3002<\/li>\n\n\n\n<li>\u51b7\u5374\u88c5\u7f6e\u306e\u6210\u9577\u7387\u304c\u534a\u5c0e\u4f53\/\u30b5\u30fc\u30d0\u30fc\u3092\u4e0a\u56de\u308b\u7406\u7531: AI\u30b5\u30fc\u30d0\u30fc\u306e\u30e9\u30c3\u30af\u96fb\u529b\u5bc6\u5ea6\u304c40-250kW\u306b\u4e0a\u6607\u3057\u3001\u7a7a\u51b7\u9650\u754c\u3092\u8d85\u904e\u3002\u6db2\u4f53\u51b7\u5374\u306f\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u309230-50%\u5411\u4e0a\u3055\u305b\u3001PUE\uff08\u96fb\u529b\u4f7f\u7528\u52b9\u7387\uff09\u3092\u6539\u5584\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>\u306a\u305c\u51b7\u5374\u88c5\u7f6e\u304c\u300c\u4e00\u756a\u58f2\u308c\u3066\u3044\u308b\u300d\u306e\u304b\uff1f<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u58f2\u4e0a\u6210\u9577\u306e\u901f\u3055<\/strong>: \u6db2\u4f53\u51b7\u5374\u5e02\u5834\u306f\u5e7445%\u6210\u9577\uff08\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5168\u4f53\u306e15%\u3092\u4e0a\u56de\u308b3\u500d\u901f\uff09\u3002Vertiv\uff08\u51b7\u5374\u5927\u624b\uff09\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u53ce\u76ca\u306f20% CAGR\u4e88\u6e2c\u3067\u30012024\u5e74\u306b\u682a\u4fa1700%\u4e0a\u6607\u3002nVent\u3084Modine\u3082\u682a\u4fa1\u6025\u9a30\u3002<\/li>\n\n\n\n<li><strong>\u4f9b\u7d66\u4e0d\u8db3\u306e\u8a3c\u62e0<\/strong>: \u51b7\u5374\u5206\u914d\u30e6\u30cb\u30c3\u30c8\uff08CDU\uff09\u306e\u9700\u8981\u304c\u4f9b\u7d66\u306e4-5\u500d\u3002Supermicro\u306f2024\u5e748\u6708\u307e\u3067\u306b2,000\u30e9\u30c3\u30af\u51fa\u8377\u3001\u6708\u75235,000\u30e9\u30c3\u30af\u3078\u62e1\u5927\uff08\u5e02\u5834\u30b7\u30a7\u30a275%\uff09\u3002<\/li>\n\n\n\n<li><strong>\u6295\u8cc7\u306e\u96c6\u4e2d<\/strong>: \u96fb\u529b\u4f9b\u7d66\u682a\uff08\u6838\u878d\u5408\u306a\u3069\uff09\u304c\u30d0\u30d6\u30eb\u7684\u8a55\u4fa1\u3060\u304c\u3001\u51b7\u5374\u306f\u5b9f\u9700\u4e3b\u5c0e\u3002Google\/Microsoft\u304c\u6db2\u4f53\u51b7\u5374\u3092\u5168\u65b0\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u63a1\u7528\u30012025\u5e74\u5c0e\u5165\u52a0\u901f\u3002<\/li>\n\n\n\n<li>\u305f\u3060\u3057\u3001<strong>\u300c\u4e00\u756a\u58f2\u308c\u3066\u3044\u308b\u300d\u306e\u306f\u6210\u9577\u7387\u30d9\u30fc\u30b9<\/strong>: \u7d76\u5bfe\u984d\u3067\u306f\u534a\u5c0e\u4f53\/NVIDIA\uff082024\u5e74\u58f2\u4e0a1,000\u5104\u30c9\u30eb\u8d85\uff09\u304c\u6700\u5927\u3002\u51b7\u5374\u306f\u30a4\u30f3\u30d5\u30e9\u306e\u300c\u96a0\u308c\u305f\u52dd\u8005\u300d\u3067\u3001AI\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u89e3\u6c7a\u5f79\u3002<\/li>\n<\/ul>\n\n\n\n<p><strong>2025\u5e74\u306e\u5c55\u671b<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u96fb\u529b\u9700\u8981: 200TWh\uff08\u30d9\u30eb\u30ae\u30fc\u5168\u6d88\u8cbb\u8d85\uff09\u3001\u51b7\u5374\u304c38-40%\u3092\u5360\u3081\u308b\u3002<\/li>\n\n\n\n<li>\u8ab2\u984c: \u6c34\u6d88\u8cbb\u5897\uff08\u84b8\u767a\u51b7\u5374\u3067\u6570\u5104\u30ac\u30ed\u30f3\/\u65e5\uff09\u3001\u4f9b\u7d66\u30c1\u30a7\u30fc\u30f3\u9045\u5ef6\uff08CDU\u30ea\u30fc\u30c9\u30bf\u30a4\u30e01\u5e74\uff09\u3002\u3053\u308c\u3092\u89e3\u6c7a\u3059\u308b2\u76f8\u6db2\u4f53\u51b7\u5374\u304c\u4e3b\u6d41\u5316\u3002<\/li>\n\n\n\n<li>\u6295\u8cc7\u8996\u70b9: \u51b7\u5374\u682a\uff08Vertiv\u3001Modine\u3001Lite-On\uff09\u306f\u534a\u5c0e\u4f53\u682a\u306e\u300c\u6b21\u306a\u308b\u6ce2\u300d\u3002\u30d0\u30d6\u30eb\u5d29\u58ca\u30ea\u30b9\u30af\u306f\u3042\u308b\u304c\u3001AI\u5b9f\u9700\u304c\u7d9a\u304f\u9650\u308a\u51b7\u5374\u9700\u8981\u306f\u6301\u7d9a\u3002<\/li>\n<\/ul>\n\n\n\n<p>AI\u30d6\u30fc\u30e0\u306b\u3088\u308b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u5bc6\u5ea6\u5897\u52a0\uff081\u30e9\u30c3\u30af\u3042\u305f\u308a40-250kW\uff09\u304c\u3001\u5f93\u6765\u306e\u7a7a\u51b7\u3092\u9650\u754c\u3068\u3057\u3001\u6db2\u4f53\u51b7\u5374\uff08liquid cooling\uff09\u306a\u3069\u306e\u5148\u9032\u6280\u8853\u3092\u6025\u6210\u9577\u3055\u305b\u3066\u3044\u307e\u3059\u30022025\u5e74\u73fe\u5728\u3001\u6db2\u4f53\u51b7\u5374\u5e02\u5834\u306f\u5e74\u5e73\u574723-40%\u6210\u9577\u4e88\u6e2c\u3067\u3001\u5168\u4f53\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u51b7\u5374\u5e02\u5834\uff08169\u5104\u30c9\u30eb\u898f\u6a21\u3001CAGR 18%\uff09\u3092\u30ea\u30fc\u30c9\u3002\u4ee5\u4e0b\u306b\u3001\u65e5\u7c73\u306e\u4e3b\u306a\u4e0a\u5834\u4f01\u696d\u3092\u6319\u3052\u3001\u6210\u9577\u8981\u56e0\u3092\u307e\u3068\u3081\u307e\u3059\u3002\u9078\u5b9a\u57fa\u6e96\u306f\u3001AI\u7279\u5316\u306e\u51b7\u5374\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u63d0\u4f9b\u30012024-2025\u5e74\u306e\u58f2\u4e0a\/\u682a\u4fa1\u6210\u9577\u7387\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u306b\u57fa\u3065\u304d\u307e\u3059\u3002<strong>\u7c73\u56fd\u9298\u67c4\uff08\u4e3b\u306bNYSE\/NASDAQ\u4e0a\u5834\uff09<\/strong>\u3053\u308c\u3089\u306e\u4f01\u696d\u306f\u3001AI\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff08Google\u3001Microsoft\u306a\u3069\uff09\u306e\u9700\u8981\u3067\u30d0\u30c3\u30af\u30ed\u30b0\u304c\u6025\u5897\u3002Vertiv\u3084Modine\u306e\u682a\u4fa1\u306f2024-2025\u5e74\u306b\u305d\u308c\u305e\u308c60%\u8d85\u4e0a\u6607\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u4f01\u696d\u540d (\u30c6\u30a3\u30c3\u30ab\u30fc)<\/th><th>\u4e3b\u306a\u4e8b\u696d\/\u6210\u9577\u8981\u56e0<\/th><th>2025\u5e74\u6210\u9577\u898b\u901a\u3057<\/th><\/tr><tr><td><strong>Vertiv Holdings (VRT)<\/strong><\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u6db2\u4f53\u51b7\u5374\u3001HVAC\u30b7\u30b9\u30c6\u30e0\u3001\u96fb\u6e90\u7ba1\u7406\u3002NVIDIA\u3068\u306e\u63d0\u643a\u3067AI\u30e9\u30c3\u30af\u51b7\u5374\u3092\u5f37\u5316\u3002Q2 2025\u58f2\u4e0a35%\u5897\u3001\u30d0\u30c3\u30af\u30ed\u30b0$63\u5104\u3002<\/td><td>EPS\u6210\u957724% CAGR\uff082027\u5e74\u307e\u3067\uff09\u3002\u682a\u4fa1\u76ee\u6a19$145\u8d85\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306e40%\u304c\u51b7\u5374\u95a2\u9023\u3002<\/td><\/tr><tr><td><strong>Modine Manufacturing (MOD)<\/strong><\/td><td>\u7cbe\u5bc6\u7a7a\u8abf\/\u6db2\u4f53\u51b7\u5374\uff08Airedale\u30d6\u30e9\u30f3\u30c9\uff09\u3002AI\u9ad8\u5bc6\u5ea6\u30b5\u30fc\u30d0\u30fc\u5411\u3051\u30c1\u30e9\u30fc\/\u30b3\u30f3\u30c7\u30f3\u30b5\u30fc\u30022024\u58f2\u4e0a110%\u5897\u3001\u6db2\u4f53\u51b7\u5374\u30bb\u30b0\u30e1\u30f3\u30c840%\u6210\u9577\u3002<\/td><td>\u682a\u4fa115%\u4e0a\u6607\u4f59\u5730\u3002CDU\uff08\u51b7\u5374\u5206\u914d\u30e6\u30cb\u30c3\u30c8\uff09\u5e02\u5834\u6295\u5165\u3067\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u9700\u89813\u500d\u5316\u3002<\/td><\/tr><tr><td><strong>nVent Electric (NVT)<\/strong><\/td><td>\u6db2\u4f53\u51b7\u5374\u914d\u7ba1\/\u71b1\u4ea4\u63db\u5668\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u71b1\u7ba1\u7406\u30a4\u30f3\u30d5\u30e9\u30022025\u58f2\u4e0a23%\u5897\u3001AI\u95a2\u9023\u53ce\u76ca\u6bd4\u738730%\u3002<\/td><td>\u8cb7\u53ce\uff08Avail Infrastructure\uff09\u3067\u5e02\u5834\u30b7\u30a7\u30a2\u62e1\u5927\u3002P\/S\u500d\u73873.7\u500d\u3068\u5272\u5b89\u3002<\/td><\/tr><tr><td><strong>Comfort Systems USA (FIX)<\/strong><\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcHVAC\/\u30c1\u30e9\u30fc\u8a2d\u7f6e\u30fb\u30e1\u30f3\u30c6\u3002\u6db2\u4f53\u51b7\u5374\u30c8\u30fc\u30bf\u30eb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u30022024\u58f2\u4e0a19%\u5897\u3002<\/td><td>EPS\u6210\u957760%\u8d85\u3002Zacks Rank #1\uff08\u5f37\u6c17\uff09\u3002<\/td><\/tr><tr><td><strong>Schneider Electric (SBGSY, ADR)<\/strong><\/td><td>\u6db2\u4f53\u51b7\u5374\/\u5148\u9032\u71b1\u7ba1\u7406\uff08Motivair\u8cb7\u53ce$850M\uff09\u3002AI\/HPC\u5411\u3051\u30022025\u58f2\u4e0a\u6210\u957716%\u3002<\/td><td>\u30b0\u30ed\u30fc\u30d0\u30eb\u30b7\u30a7\u30a2\u30c8\u30c3\u30d7\u3002\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u738730-50%\u5411\u4e0a\u3067\u6301\u7d9a\u9700\u8981\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>\u65e5\u672c\u9298\u67c4\uff08\u4e3b\u306b\u6771\u8a3c\u30d7\u30e9\u30a4\u30e0\u4e0a\u5834\uff09<\/strong>\u65e5\u672c\u4f01\u696d\u306f\u3001Nidec\u3084Fujitsu\u304c\u30e2\u30fc\u30bf\u30fc\/\u30b7\u30b9\u30c6\u30e0\u7d71\u5408\u3067\u6db2\u4f53\u51b7\u5374\u306b\u5f37\u307f\u3002\u30a2\u30b8\u30a2\u5e02\u5834\uff08\u4e2d\u56fd45%\u30b7\u30a7\u30a2\uff09\u3067\u6210\u9577\u52a0\u901f\u4e2d\u3060\u304c\u3001\u7c73\u56fd\u307b\u3069\u7d14\u7c8b\u306a\u51b7\u5374\u7279\u5316\u682a\u306f\u5c11\u306a\u304f\u3001AI\u30a4\u30f3\u30d5\u30e9\u5168\u4f53\u306e\u4e00\u90e8\u30022025\u5e74\u58f2\u4e0a\u6210\u9577\u7387\u306f10-20%\u4e88\u6e2c\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th>\u4f01\u696d\u540d (\u30b3\u30fc\u30c9)<\/th><th>\u4e3b\u306a\u4e8b\u696d\/\u6210\u9577\u8981\u56e0<\/th><th>2025\u5e74\u6210\u9577\u898b\u901a\u3057<\/th><\/tr><tr><td><strong>\u65e5\u672c\u96fb\u7523 (Nidec, 6594)<\/strong><\/td><td>\u6db2\u4f53\u51b7\u5374\u7528\u7cbe\u5bc6\u30e2\u30fc\u30bf\u30fc\/\u30dd\u30f3\u30d7\u3002AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30b5\u30fc\u30dc\u30e2\u30fc\u30bf\u30fc\u30022024\u58f2\u4e0a16.9%\u5897\u3001AI\u6bd4\u73873\u5272\u21924\u5272\u3078\u3002<\/td><td>\u4e2d\u671f\u8a08\u753b\u3067AI\u58f2\u4e0a1\u5146\u5186\u8d85\u3002\u682a\u4fa1\u6210\u9577\u738720%\u8d85\u3001\u6975\u4f4e\u6e29\u30a8\u30c3\u30c1\u30f3\u30b0\u88c5\u7f6e\u3067\u7af6\u4e89\u529b\u5f37\u5316\u3002<\/td><\/tr><tr><td><strong>\u5bcc\u58eb\u901a (Fujitsu, 6702)<\/strong><\/td><td>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u51b7\u5374\u30b7\u30b9\u30c6\u30e0\uff08\u7cbe\u5bc6\u7a7a\u8abf\/\u6db2\u4f53\u51b7\u5374\uff09\u3002AI\u30a4\u30f3\u30d5\u30e9\u5168\u4f53\u63d0\u4f9b\u30022025\u58f2\u4e0a12.1%\u5897\u30011Q\u6c7a\u7b97\u3067AI\u95a2\u902390%\u5897\u53ce\u3002<\/td><td>\u904e\u53bb10\u5e74\u5e73\u5747\u6210\u9577\u7387\u58f2\u4e0a12%\u3001\u5229\u76ca20%\u3002NVIDIA\u5354\u696d\u62e1\u5927\u3067\u30d5\u30eb\u30b9\u30bf\u30c3\u30afAI\u51b7\u5374\u3002<\/td><\/tr><tr><td><strong>\u4e09\u83f1\u96fb\u6a5f (Mitsubishi Electric, 6503)<\/strong><\/td><td>\u6db2\u4f53\u51b7\u5374\u30e6\u30cb\u30c3\u30c8\/\u71b1\u4ea4\u63db\u5668\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fcHVAC\u30022025\u58f2\u4e0a\u6210\u95775-7%\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u672c\u683c\u5316\u3002<\/td><td>\u534a\u5c0e\u4f53\/AI\u7d20\u6750\u5f37\u307f\u3002SEMI\u4e88\u6e2c\u3067\u88fd\u9020\u88c5\u7f6e\u5e02\u583417%\u5897\u306b\u9023\u52d5\u3002<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p><strong>\u6295\u8cc7\u306e\u30dd\u30a4\u30f3\u30c8\u3068\u30ea\u30b9\u30af<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc<\/strong>: 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