{"id":3215,"date":"2024-07-08T14:43:08","date_gmt":"2024-07-08T14:43:08","guid":{"rendered":"https:\/\/aifuturize.com\/?p=3215"},"modified":"2024-07-08T14:43:08","modified_gmt":"2024-07-08T14:43:08","slug":"hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet","status":"publish","type":"post","link":"https:\/\/aifuturize.com\/ja\/ai-news\/hedge-funds-shift-from-nvidia-to-palantir-super-micro-in-ai-bet\/","title":{"rendered":"\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u3001AI\u6295\u8cc7\u3067\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304b\u3089\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\u3001\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\u3078\u30b7\u30d5\u30c8"},"content":{"rendered":"
\"\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\"<\/span><\/div>

\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u5104\u4e07\u9577\u8005\u306fNVIDIA\u3092\u6368\u3066\u3001AI\u306e\u5229\u76ca\u306e\u305f\u3081\u306bPalantir\u3068Super Micro Computer\u3092\u63a1\u7528<\/h1>\n

AI\u30c1\u30c3\u30d7\u5e02\u5834\u306b\u304a\u3051\u308bNvidia\u306e\u512a\u4f4d\u6027\u306f\u5426\u5b9a\u3067\u304d\u306a\u3044\u304c\u3001\u4e00\u90e8\u306e\u8457\u540d\u306a\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u5e74\u521d\u6765\u306e\u53ce\u76ca\u304c\u6025\u4e0a\u6607\u3057\u3066\u3044\u308b\u4ed6\u306eAI\u95a2\u9023\u682a\u306b\u7126\u70b9\u3092\u79fb\u3057\u3064\u3064\u3042\u308b\u3002<\/p>\n

<\/h2>\n

Nvidia \u3092\u8d85\u3048\u305f AI \u6295\u8cc7\u306e\u591a\u69d8\u5316<\/h2>\n

\u8457\u540d\u306a\u6295\u8cc7\u5bb6\u3067\u3042\u308b\u30e0\u30fc\u30a2\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u30eb\u30a4\u30b9\u30fb\u30d9\u30fc\u30b3\u30f3\u6c0f\u3068\u30df\u30ec\u30cb\u30a2\u30e0\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u30a4\u30ba\u30e9\u30a8\u30eb\u30fb\u30a4\u30f3\u30b0\u30e9\u30f3\u30c0\u30fc\u6c0f\u306f\u3001\u7b2c1\u56db\u534a\u671f\u306bNvidia\u306e\u4fdd\u6709\u682a\u3092\u5927\u5e45\u306b\u6e1b\u3089\u3057\u305f\u3002\u305d\u306e\u4ee3\u308f\u308a\u306b\u3001AI\u306e\u6ce2\u306b\u4e57\u3063\u3066\u682a\u4fa1\u304c\u76ee\u899a\u307e\u3057\u30442\u793e\u3001\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\u3068\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u30fc\u306e\u4fdd\u6709\u682a\u3092\u5897\u3084\u3057\u305f\u3002<\/p>\n

\u30df\u30ec\u30cb\u30a2\u30e0\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306fS&P500\u3092\u4e0a\u56de\u308b\u5b9f\u7e3e\u304c\u3042\u308a\u3001\u53f2\u4e0a\u6700\u9ad8\u306e\u6210\u7e3e\u3092\u53ce\u3081\u305f\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u4e00\u3064\u3068\u3057\u3066\u540d\u58f0\u3092\u5f97\u3066\u3044\u308b\u3053\u3068\u3092\u8003\u3048\u308b\u3068\u3001\u30a4\u30f3\u30b0\u30e9\u30f3\u30c0\u30fc\u6c0f\u306e\u53d6\u5f15\u306f\u7279\u306b\u6ce8\u76ee\u306b\u5024\u3059\u308b\u3002<\/p>\n

<\/h2>\n

Palantir Technologies: AI \u3078\u306e\u91ce\u671b\u3092\u6301\u3064\u30c7\u30fc\u30bf\u5206\u6790\u306e\u5927\u624b\u4f01\u696d<\/strong><\/h2>\n

Palantir \u306f\u30c7\u30fc\u30bf\u5206\u6790\u3092\u5c02\u9580\u3068\u3057\u3001\u653f\u5e9c\u6a5f\u95a2\u3084\u5546\u696d\u9867\u5ba2\u304c\u30c7\u30fc\u30bf\u3092\u7d71\u5408\u3057\u3001AI \u304a\u3088\u3073\u6a5f\u68b0\u5b66\u7fd2\u30e2\u30c7\u30eb\u3092\u958b\u767a\u3057\u3001\u610f\u601d\u6c7a\u5b9a\u3092\u5f37\u5316\u3059\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u4f5c\u6210\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002 \u540c\u793e\u306f\u6700\u8fd1\u3001 \u4eba\u5de5\u77e5\u80fd<\/a> \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff08AIP\uff09\u3001<\/span> \u65e2\u5b58\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306b\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u3068\u751f\u6210 AI \u3092\u7d44\u307f\u8fbc\u307f\u307e\u3059\u3002<\/p>\n

\u30d1\u30e9\u30f3\u30c6\u30a3\u30a2\u306e\u6280\u8853\u529b\u3092\u79f0\u8cdb\u3059\u308b\u30a2\u30ca\u30ea\u30b9\u30c8\u3082\u3044\u308b\u304c\u3001\u751f\u6210\u578bAI\u5206\u91ce\u3067\u306e\u540c\u793e\u306e\u5dee\u5225\u5316\u306b\u61d0\u7591\u7684\u306a\u898b\u65b9\u3082\u6b8b\u3063\u3066\u3044\u308b\u3002\u540c\u793e\u306e\u7b2c1\u56db\u534a\u671f\u306e\u696d\u7e3e\u306f\u5805\u8abf\u3067\u3001\u9867\u5ba2\u6570\u306e\u5897\u52a0\u3068\u65e2\u5b58\u9867\u5ba2\u304b\u3089\u306e\u652f\u51fa\u5897\u52a0\u304c\u76ee\u7acb\u3063\u305f\u3002\u3057\u304b\u3057\u3001\u901a\u5e74\u306e\u53ce\u76ca\u6210\u9577\u4e88\u60f3\u304c\u82e5\u5e72\u6e1b\u901f\u3057\u305f\u3053\u3068\u3067\u682a\u4fa1\u306f\u4e0b\u843d\u3057\u305f\u3002<\/p>\n

<\/h2>\n

\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\uff1aAI\u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u3092\u30ea\u30fc\u30c9<\/strong><\/h2>\n

Super Micro Computer \u306f\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9 \u30c7\u30fc\u30bf \u30bb\u30f3\u30bf\u30fc\u5411\u3051\u306e\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0 \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u8a2d\u8a08\u306b\u512a\u308c\u3066\u3044\u307e\u3059\u3002\u540c\u793e\u306e\u5e83\u7bc4\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u306f\u3001AI \u304a\u3088\u3073 5G \u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u5411\u3051\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u30b5\u30fc\u30d0\u30fc\u3084\u30b9\u30c8\u30ec\u30fc\u30b8 \u30b7\u30b9\u30c6\u30e0\u304c\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u305d\u306e\u591a\u304f\u306f Nvidia GPU \u3068 Intel CPU \u3092\u642d\u8f09\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Supermicro \u304c AI \u30b5\u30fc\u30d0\u30fc\u5e02\u5834\u306b\u304a\u3044\u3066\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u767a\u63ee\u3067\u304d\u308b\u306e\u306f\u3001\u88fd\u9020\u80fd\u529b\u3068\u30e2\u30b8\u30e5\u30fc\u30eb\u578b\u88fd\u54c1\u8a2d\u8a08\u306b\u3088\u308b\u3082\u306e\u3067\u3001\u8fc5\u901f\u306a\u30d7\u30ed\u30c8\u30bf\u30a4\u30d4\u30f3\u30b0\u3068\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u304c\u53ef\u80fd\u3067\u3059\u3002\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u3092\u91cd\u8996\u3057\u305f\u30a2\u30d7\u30ed\u30fc\u30c1\u306b\u3088\u308a\u3001\u6700\u65b0\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u8fc5\u901f\u306b\u88fd\u54c1\u306b\u7d71\u5408\u3057\u3001\u7af6\u5408\u4ed6\u793e\u306b\u5148\u3093\u3058\u3066\u5e02\u5834\u306b\u6295\u5165\u3067\u304d\u308b\u30b1\u30fc\u30b9\u304c\u591a\u304f\u3042\u308a\u307e\u3059\u3002<\/p>\n

AI\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u306e\u9700\u8981\u304c\u6025\u5897\u3057\u3001Supermicro\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u306f\u5927\u5e45\u306b\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u308b\u3002\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u540c\u793e\u306e\u53ce\u76ca\u304c\u5805\u8abf\u306b\u4f38\u3073\u308b\u3068\u4e88\u60f3\u3057\u3066\u304a\u308a\u3001\u540c\u793e\u306e\u73fe\u5728\u306e\u8a55\u4fa1\u984d\u306fPalantir\u3068\u6bd4\u3079\u3066\u59a5\u5f53\u306a\u3082\u306e\u306b\u898b\u3048\u308b\u3002<\/p>\n

<\/h2>\n

AI\u74b0\u5883\u306e\u591a\u69d8\u5316<\/strong><\/h2>\n

\u30d8\u30c3\u30b8\u30d5\u30a1\u30f3\u30c9\u306e\u5104\u4e07\u9577\u8005\u306b\u3088\u308b\u6295\u8cc7\u6226\u7565\u306e\u8ee2\u63db\u306f\u3001\u9032\u5316\u3059\u308b AI \u74b0\u5883\u3092\u6d6e\u304d\u5f6b\u308a\u306b\u3057\u3066\u3044\u308b\u3002Nvidia \u306f\u4f9d\u7136\u3068\u3057\u3066\u4e3b\u8981\u30d7\u30ec\u30fc\u30e4\u30fc\u3067\u3042\u308b\u304c\u3001Palantir \u3068 Super Micro Computer \u306f AI \u30d6\u30fc\u30e0\u3078\u306e\u6295\u8cc7\u3092\u6c42\u3081\u308b\u6295\u8cc7\u5bb6\u306b\u4ee3\u66ff\u306e\u9053\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u3057\u304b\u3057\u3001\u4ed6\u306e\u6295\u8cc7\u3068\u540c\u69d8\u306b\u3001\u7279\u306b Palantir \u306e\u9ad8\u8a55\u4fa1\u3092\u8003\u3048\u308b\u3068\u3001\u6ce8\u610f\u304c\u5fc5\u8981\u3067\u3042\u308b\u3002<\/p>\n<\/div>

\u305d\u306e\u4ed6\u306eAI\u30cb\u30e5\u30fc\u30b9\u3084\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a4\u30d9\u30f3\u30c8\u3082\u305c\u3072\u3054\u89a7\u304f\u3060\u3055\u3044 AIfuturize\u3067\u306f<\/a>!<\/p>\n

\n
<\/div>\n<\/div>\n<\/div><\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":3216,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[135],"tags":[618,615,619,143,616,617],"class_list":["post-3215","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-news","tag-ai-stocks","tag-hedge-funds","tag-investments","tag-nvidia","tag-palantir","tag-super-micro-computer"],"_links":{"self":[{"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/posts\/3215"}],"collection":[{"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/comments?post=3215"}],"version-history":[{"count":0,"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/posts\/3215\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/media\/3216"}],"wp:attachment":[{"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/media?parent=3215"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/categories?post=3215"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/aifuturize.com\/ja\/wp-json\/wp\/v2\/tags?post=3215"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}