{"id":515,"date":"2026-06-07T19:03:53","date_gmt":"2026-06-07T10:03:53","guid":{"rendered":"https:\/\/blackfire.work\/invest\/?p=515"},"modified":"2026-06-07T19:03:55","modified_gmt":"2026-06-07T10:03:55","slug":"%e3%82%a4%e3%83%bc%e3%83%ad%e3%83%b3%e3%83%bb%e3%83%9e%e3%82%b9%e3%82%af%e3%81%8cgoogle%e3%81%ab%e3%83%87%e3%83%bc%e3%82%bf%e3%82%bb%e3%83%b3%e3%82%bf%e3%83%bc%e3%82%92%e8%b2%b8%e3%81%99%e5%a5%91","status":"publish","type":"post","link":"https:\/\/blackfire.work\/invest\/?p=515","title":{"rendered":"\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af\u304cgoogle\u306b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u8cb8\u3059\u5951\u7d04\u3092\u7de0\u7d50\u3002\u305d\u306e\u72d9\u3044\u3068AI\u30d0\u30d6\u30eb\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u3092\u8003\u5bdf"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-x\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\u7c73\u30b9\u30da\u30fc\u30b9X\u3001\u30b0\u30fc\u30b0\u30eb\u306b\u8a08\u7b97\u80fd\u529b\u63d0\u4f9b\u3000\u5229\u7528\u6599\u306f\u67081500\u5104\u5186<a href=\"https:\/\/t.co\/YYGaUFPPqA\">https:\/\/t.co\/YYGaUFPPqA<\/a><br><br>\u7c73\u30b9\u30da\u30fc\u30b9X\u304c\u3001\u7c73\u30b0\u30fc\u30b0\u30eb\u306bAI\u5411\u3051\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u8a08\u7b97\u80fd\u529b\u3092\u63d0\u4f9b\u3059\u308b\u5951\u7d04\u3092\u7d50\u3093\u3060\u3053\u3068\u304c\u5206\u304b\u308a\u307e\u3057\u305f\u3002\u5229\u7528\u6599\u306f\u6708\u984d\u7d041500\u5104\u5186\u3002\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u88fd\u306eGPU\u306a\u3069\u3092\u4f9b\u7d66\u3057\u3001\u5951\u7d04\u671f\u9593\u306f2029\u5e746\u6708\u307e\u3067\u3067\u3059\u3002<\/p>&mdash; \u6642\u4e8b\u30c9\u30c3\u30c8\u30b3\u30e0\uff08\u6642\u4e8b\u901a\u4fe1\u30cb\u30e5\u30fc\u30b9\uff09 (@jijicom) <a href=\"https:\/\/x.com\/jijicom\/status\/2063163435614106102?ref_src=twsrc%5Etfw\">June 6, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u3082\u305d\u3082\u30c0\u30dc\u30b9\u4f1a\u8b70\u306e\u9023\u4e2d\u304c\u8d85\u7ba1\u7406\u793e\u4f1a\u3092\u4e16\u754c\u306b\u5f37\u3044\u3088\u3046\u3068\u3057\u3066\u63a8\u9032\u3057\u305f\u306e\u304cAI<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3057\u304b\u3057\u3001AI\u4f7f\u3063\u3066AI\u306e\u305f\u3081\u3068\u304b\u8a00\u3063\u3066\u500b\u4eba\u60c5\u5831\u3092\u540c\u610f\u306a\u304f\u53ce\u96c6\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u3066\u8d85\u76e3\u8996\u7ba1\u7406\u793e\u4f1a\u3092\u5b9f\u73fe\u3057\u3088\u3046\u3068\u3057\u305f\u30c0\u30dc\u30b9\u4f1a\u8b70\u306e\u601d\u60d1\u3068\u306f\u88cf\u8179\u306b\u3001\u305d\u308c\u3092\u5b9f\u73fe\u3059\u308b\u306b\u306f\u3068\u3093\u3067\u3082\u306a\u3044\u30a8\u30cd\u30eb\u30ae\u30fc\u8cc7\u6e90\u3068\u6c34\u8cc7\u6e90\u304c\u5fc5\u8981\u3067\u3001\u5229\u4fbf\u6027\u3092\u990c\u306b\u500b\u4eba\u306b\u30b3\u30b9\u30c8\u3092\u6255\u308f\u305b\u3088\u3046\u3068\u3057\u305f\u3051\u3069\u3046\u307e\u304f\u3044\u304b\u305a\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u308c\u306b\u6c17\u3065\u3044\u305fApple\u306f\u4e00\u629c\u3051\u3057\u3066\u3001\u4ed6\u793e\u306eAI\u3068\u89aa\u548c\u6027\u3092\u9ad8\u304f\u3057\u305f\u30c7\u30d0\u30a4\u30b9\u3092\u58f2\u308a\u3001\u30a4\u30fc\u30ed\u30f3\u30fb\u30de\u30b9\u30af\u306f\u81ea\u793e\u306eAI\u306e\u80fd\u529b\u306f\u4f4e\u30ec\u30d9\u30eb\u3067\u6b62\u3081\u3066\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u4ed6\u793e\u306b\u8cb8\u3059\u3053\u3068\u306b\u3088\u3063\u3066\u53ce\u76ca\u3092\u3042\u3052\u308b\u65b9\u5411\u306b\u30b7\u30d5\u30c8\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a08\u7b97\u80fd\u529b\u3092\u596a\u3044\u5408\u3063\u3066\u308bAI\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u4e00\u3064\u304c\u64a4\u9000\u3057\u3066\u6301\u3063\u3066\u308b\u8a08\u7b97\u80fd\u529b\u3092\u4ed6\u793e\u306b\u63d0\u4f9b<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3064\u307e\u308a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u9700\u8981\u304cX\u304c\u629c\u3051\u305f\u5206\u5fc5\u8981\u7121\u304f\u306a\u3063\u305f\u3068\u3044\u3046\u3053\u3068\u304b<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-rich is-provider-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-x\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">\u7c73\u534a\u5c0e\u4f53\u3001\u6642\u4fa1\u7dcf\u984d\uff12\uff10\uff10\u5146\u5186\u6d88\u5931 \uff2e\uff39\u682a\u6025\u843d\u3092\u4e3b\u5c0e <a href=\"https:\/\/t.co\/sD9pVJiY1w\">https:\/\/t.co\/sD9pVJiY1w<\/a><\/p>&mdash; \u88fd\u9020\u696d24\u6642 (@industryJapan) <a href=\"https:\/\/x.com\/industryJapan\/status\/2063275060853711197?ref_src=twsrc%5Etfw\">June 6, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.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-x wp-block-embed-x\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"embed-x\"><blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\"><p lang=\"ja\" dir=\"ltr\">SpaceX\u304cSEC\u306b\u63d0\u51fa\u3057\u305f\u300c\u6295\u8cc7\u5bb6\u5411\u3051\u8cc7\u6599\u300d\u306b\u3088\u308b\u3068\u3001<br><br>SpaceX\u304cGoogle\u306bAI\u8a08\u7b97\u7528\u306e\u5de8\u5927\u306a\u8a08\u7b97\u80fd\u529b\u3092\u63d0\u4f9b\u3059\u308b\u3001\u3068\u3044\u3046\u5185\u5bb9\u3067\u3059\u3002<br><br>SpaceX\u304c\u63d0\u4f9b\u3059\u308b\u3082\u306e\u306f\u3001\u7d0411\u4e07\u57fa\u306eNVIDIA GPU\u3001CPU\u3001\u30e1\u30e2\u30ea\u3001\u305d\u306e\u4ed6\u306e\u95a2\u9023\u8a2d\u5099\u3002\u2026 <a href=\"https:\/\/t.co\/X2VJMaVJcq\">https:\/\/t.co\/X2VJMaVJcq<\/a><\/p>&mdash; \u8352\u4e95\u5065\u4e00 AK (@aarai666) <a href=\"https:\/\/x.com\/aarai666\/status\/2063095228798566901?ref_src=twsrc%5Etfw\">June 6, 2026<\/a><\/blockquote><script async src=\"https:\/\/platform.x.com\/widgets.js\" charset=\"utf-8\"><\/script><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"is-style-balloon_box wp-block-paragraph\">\u30b0\u30ed\u30c3\u30af\u3055\u3093\u306b\u805e\u3044\u3066\u307f\u308b\u3068<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u3044\u3044\u3048\u3001\u305d\u3046\u5358\u7d14\u306a\u8a71\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/strong> \u3080\u3057\u308d\u9006\u3067\u3001AI\u958b\u767a\u3092\u7d9a\u3051\u3064\u3064\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u53ce\u76ca\u5316\u3092\u6226\u7565\u7684\u306b\u9032\u3081\u3066\u3044\u308b\u5f62\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u4e8b\u5b9f\u306e\u6982\u8981<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>SpaceX\uff08xAI\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u542b\u3080\uff09\u304cGoogle\u306b\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u5bb9\u91cf\u3092\u30ea\u30fc\u30b9<\/strong>\uff1a2026\u5e746\u6708\u306b\u767a\u8868\u3055\u308c\u305f\u5951\u7d04\u3067\u3001Google\uff08Alphabet\uff09\u306f<strong>\u67089\u51042000\u4e07\u30c9\u30eb\uff08\u7d041400\u5104\u5186\uff09<\/strong>\u309232\u30f6\u6708\uff082026\u5e7410\u6708\u301c2029\u5e746\u6708\uff09\u652f\u6255\u3044\u3001\u7dcf\u984d\u3067\u7d04300\u5104\u30c9\u30eb\u898f\u6a21\u3002\u4e3b\u306b<strong>110,000\u57fa\u306eNVIDIA GPU<\/strong>\u306a\u3069\u3092\u542b\u3080xAI\u306eColossus\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5bb9\u91cf\u3092\u63d0\u4f9b\u3059\u308b\u3082\u306e\u3002<\/li>\n\n\n\n<li>\u4ee5\u524d\u306b\u3082Anthropic\u3068\u4f3c\u305f\u30ea\u30fc\u30b9\u5951\u7d04\uff08\u77ed\u671f\u7684\uff09\u3092\u7d50\u3093\u3067\u3044\u307e\u3059\u3002<\/li>\n\n\n\n<li>\u3053\u308c\u3089\u306f<strong>SpaceX\u306eIPO\uff08\u65b0\u898f\u682a\u5f0f\u516c\u958b\uff09\u3092\u63a7\u3048\u305f\u30bf\u30a4\u30df\u30f3\u30b0<\/strong>\u3067\u767a\u8868\u3055\u308c\u3001\u6295\u8cc7\u5bb6\u5411\u3051\u306bAI\u30a4\u30f3\u30d5\u30e9\u4e8b\u696d\u306e\u53ce\u76ca\u6027\u3092\u30a2\u30d4\u30fc\u30eb\u3059\u308b\u52b9\u679c\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">\u306a\u305c\u30ea\u30fc\u30b9\u3059\u308b\u306e\u304b\uff1f\uff08\u300cAI\u958b\u767a\u3088\u308a\u5132\u304b\u308b\u304b\u3089\u300d\u3067\u306f\u306a\u3044\u7406\u7531\uff09<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u4f59\u5270\u5bb9\u91cf\u306e\u6709\u52b9\u6d3b\u7528\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc<\/strong>\uff1a<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>xAI\/SpaceX\u306fColossus\u3092\u6025\u62e1\u5927\u4e2d\uff08\u4e16\u754c\u6700\u5927\u7d1a\u306eAI\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\uff09\u3067\u3059\u304c\u3001<strong>\u81ea\u793e\u306eAI\u8a13\u7df4\uff08Grok\u306a\u3069\uff09\u306b\u4f7f\u3044\u3064\u3064\u3001\u4f59\u88d5\u5206\u3092\u9ad8\u984d\u3067\u8cb8\u3057\u51fa\u305b\u308b<\/strong>\u3002AI\u30d6\u30fc\u30e0\u3067GPU\/\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u9700\u8981\u304c\u7206\u767a\u7684\u306b\u9ad8\u304f\u3001Google\u306e\u3088\u3046\u306a\u5927\u624b\u3067\u3082\u81ea\u524d\u3067\u5168\u3066\u8cc4\u3048\u306a\u3044\u72b6\u6cc1\u3067\u3059\u3002<\/li>\n\n\n\n<li>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6295\u8cc7\u306f\u5de8\u984d\uff08\u96fb\u529b\u3001\u51b7\u5374\u3001GPU\u8abf\u9054\uff09\u3067\u3001SpaceX\u306eAI\u90e8\u9580\u306f\u8d64\u5b57\u7d9a\u304d\u3060\u3063\u305f\u308a\u30ad\u30e3\u30c3\u30b7\u30e5\u3092\u98df\u3046\u305f\u3081\u3001<strong>\u5b89\u5b9a\u53ce\u76ca\u6e90<\/strong>\u3068\u3057\u3066\u91cd\u8981\u3002IPO\u524d\u306e\u8ca1\u52d9\u6539\u5584\u306b\u3082\u5bc4\u4e0e\u3002<\/li>\n<\/ul>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u9577\u671f\u6226\u7565\u306fAI\u958b\u767a\u306e\u7d99\u7d9a\u30fb\u62e1\u5927<\/strong>\uff1a<\/li>\n<\/ol>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Elon 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