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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いま米国半導体市場で何が起きているのか/上昇続くSOX指数/今回の上昇の主役はいつもと違う?/インテルの上昇率は50%超え/エヌビディアの上
ーーーーーーーーーーーーーーーーーーーーーー 【✨日経CNBC online新規...