Nvidia’s AI boom—and that of hardware providers like Super Micro and Cerebras—relies on a few big tech spenders like Microsoft and Google. As these giants pour billions into AI, risks mount. Here’s how concentrated the AI boom is and why it matters.
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【2月4日(水)東京株式市場】日経平均株価は反落/海外ヘッジファンドが一方的買い?急騰の背景/米国市場ではソフトウェア株が軟調/円が156円
✅画面に表示される株価・指数などの数値は【2026年2月4日放送時点】のものです...
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【2月4日(水)東京株式市場】日経平均株価は反落/海外ヘッジファンドが一方的買い?急騰の背景/米国市場ではソフトウェア株が軟調/円が156円
✅画面に表示される株価・指数などの数値は【2026年2月4日放送時点】のものです...