{"id":820903,"date":"2025-07-09T12:49:10","date_gmt":"2025-07-09T04:49:10","guid":{"rendered":"https:\/\/ztylezman.com\/?p=820903"},"modified":"2025-07-09T12:49:10","modified_gmt":"2025-07-09T04:49:10","slug":"supermicros-europe-investment-plan","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/supermicros-europe-investment-plan\/","title":{"rendered":"\u30d1\u30ea\u3067Supermicro\u306e\u6295\u8cc7\u8a08\u753b\u767a\u8868"},"content":{"rendered":"

\u30d1\u30ea \u2014 Supermicro\uff08\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\uff09\u306eCEO\u3067\u3042\u308bCharles Liang\uff08\u30c1\u30e3\u30fc\u30eb\u30ba\u30fb\u30ea\u30e3\u30f3\uff09\u6c0f\u306f\u3001AI\u30b5\u30fc\u30d0\u30fc\u306e\u88fd\u9020\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3078\u306e\u6295\u8cc7\u3092\u5897\u52a0\u3055\u305b\u308b\u8a08\u753b\u3092\u660e\u3089\u304b\u306b\u3057\u307e\u3057\u305f\u3002Supermicro\u306f\u3001Nvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306e\u30c1\u30c3\u30d7\u3092\u642d\u8f09\u3057\u305f\u30b5\u30fc\u30d0\u30fc\u3092\u8ca9\u58f2\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306f\u5de8\u5927\u306aAI\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u5b9f\u88c5\u306b\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u3067\u3059\u3002\u73fe\u5728\u3001\u30aa\u30e9\u30f3\u30c0\u306b\u88fd\u9020\u65bd\u8a2d\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u4ed6\u306e\u5730\u57df\u306b\u3082\u5c55\u958b\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30ea\u30e3\u30f3\u6c0f\u306f\u3001\u30d1\u30ea\u3067\u958b\u50ac\u3055\u308c\u305fRaise Summit\u306b\u304a\u3044\u3066\u3001”\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u9700\u8981\u306f\u975e\u5e38\u306b\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u3059\u3067\u306b\u6295\u8cc7\u3092\u5897\u3084\u3059\u8a08\u753b\u3092\u6c7a\u5b9a\u3057\u307e\u3057\u305f\u3002”\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002”\u9700\u8981\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u3067\u3042\u308a\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306b\u308f\u305f\u308a\u3055\u3089\u306b\u6539\u5584\u3055\u308c\u308b\u3067\u3057\u3087\u3046\u3002”\u5f7c\u306e\u30b3\u30e1\u30f3\u30c8\u306f\u3001Nvidia\u306eCEO\u3067\u3042\u308bJensen Huang\uff08\u30b8\u30a7\u30f3\u30bd\u30f3\u30fb\u30d5\u30a2\u30f3\uff09\u6c0f\u304c\u30e8\u30fc\u30ed\u30c3\u30d1\u5404\u5730\u3092\u8a2a\u554f\u3057\u3001\u30a4\u30f3\u30d5\u30e9\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3001\u5730\u57df\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u80fd\u529b\u3092\u5f37\u5316\u3059\u308b\u3088\u3046\u4fc3\u3057\u305f\u3001\u304a\u3088\u305d1\u304b\u6708\u5f8c\u306b\u767a\u8868\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n

Supermicro\u306f\u3001OpenAI\uff08\u30aa\u30fc\u30d7\u30f3AI\uff09\u306eChatGPT\u30d6\u30fc\u30e0\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3001Nvidia\u306e\u30c1\u30c3\u30d7\u306b\u5bfe\u3059\u308b\u9700\u8981\u304c\u9ad8\u307e\u308a\u307e\u3057\u305f\u3002\u305d\u306e\u7d50\u679c\u3001\u540c\u793e\u306e\u682a\u4fa1\u306f2024\u5e743\u6708\u306b\u904e\u53bb\u6700\u9ad8\u5024\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u4f1a\u8a08\u304a\u3088\u3073\u8ca1\u52d9\u5831\u544a\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u304b\u3089\u3001\u73fe\u5728\u306e\u682a\u4fa1\u306f\u305d\u306e\u6700\u9ad8\u5024\u304b\u3089\u7d0460\uff05\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u540c\u793e\u306f2\u6708\u306b2024\u4f1a\u8a08\u5e74\u5ea6\u306e\u9045\u5ef6\u5831\u544a\u66f8\u3092\u63d0\u51fa\u3057\u3001\u3053\u306e\u61f8\u5ff5\u3092\u548c\u3089\u3052\u307e\u3057\u305f\u3002<\/p>\n

5\u6708\u306b\u306f\u3001\u73fe\u5728\u306e\u56db\u534a\u671f\u306b\u5bfe\u3059\u308b\u4e88\u60f3\u304c\u5e02\u5834\u306e\u671f\u5f85\u3092\u4e0b\u56de\u308a\u3001\u540c\u793e\u306e\u88fd\u54c1\u306b\u5bfe\u3059\u308b\u9700\u8981\u3078\u306e\u61f8\u5ff5\u304c\u9ad8\u307e\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30ea\u30e3\u30f3\u6c0f\u306f\u3053\u308c\u3089\u306e\u61f8\u5ff5\u3092\u5426\u5b9a\u3057\u307e\u3057\u305f\u3002”\u79c1\u305f\u3061\u306e\u6210\u9577\u7387\u306f\u4f9d\u7136\u3068\u3057\u3066\u5f37\u3044\u3067\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u79c1\u305f\u3061\u306f\u57fa\u672c\u6280\u8853\u3092\u6210\u9577\u3055\u305b\u7d9a\u3051\u3066\u304a\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u7bc4\u56f2\u3092\u62e1\u5927\u3057\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002”\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u307e\u3057\u305f\u3002”\u3057\u305f\u304c\u3063\u3066\u3001\u6210\u9577\u306e\u4f59\u5730\u306f\u4f9d\u7136\u3068\u3057\u3066\u975e\u5e38\u306b\u5927\u304d\u3044\u3067\u3057\u3087\u3046\u3002”<\/p>\n","protected":false},"excerpt":{"rendered":"

Supermicro\uff08\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\uff09\u306eCEO\u3001Charles Liang\uff08\u30c1\u30e3\u30fc\u30eb\u30ba\u30fb\u30ea\u30e3\u30f3\uff09\u6c0f\u304c\u3001AI\u30b5\u30fc\u30d0\u30fc\u88fd\u9020\u306e\u5f37\u5316\u306e\u305f\u3081\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3078\u306e\u6295\u8cc7\u62e1\u5927\u3092\u8868\u660e\u3057\u307e\u3057\u305f\u3002Nvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306e\u30c1\u30c3\u30d7\u642d\u8f09\u30b5\u30fc\u30d0\u30fc\u306f\u3001\u4eca\u5f8c\u306e\u5e02\u5834\u9700\u8981\u306b\u5fdc\u3048\u308b\u305f\u3081\u306e\u91cd\u8981\u306a\u8981\u7d20\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":820906,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-820903","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"

\u30d1\u30ea \u2014 Supermicro\uff08\u30b9\u30fc\u30d1\u30fc\u30de\u30a4\u30af\u30ed\uff09\u306eCEO\u3067\u3042\u308bCharles Liang\uff08\u30c1\u30e3\u30fc\u30eb\u30ba\u30fb\u30ea\u30e3\u30f3\uff09\u6c0f\u306f\u3001AI\u30b5\u30fc\u30d0\u30fc\u306e\u88fd\u9020\u3092\u5f37\u5316\u3059\u308b\u305f\u3081\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3078\u306e\u6295\u8cc7\u3092\u5897\u52a0\u3055\u305b\u308b\u8a08\u753b\u3092\u660e\u3089\u304b\u306b\u3057\u307e\u3057\u305f\u3002Supermicro\u306f\u3001Nvidia\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff09\u306e\u30c1\u30c3\u30d7\u3092\u642d\u8f09\u3057\u305f\u30b5\u30fc\u30d0\u30fc\u3092\u8ca9\u58f2\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u3089\u306f\u5de8\u5927\u306aAI\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u5b9f\u88c5\u306b\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u3067\u3059\u3002\u73fe\u5728\u3001\u30aa\u30e9\u30f3\u30c0\u306b\u88fd\u9020\u65bd\u8a2d\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u304c\u3001\u4ed6\u306e\u5730\u57df\u306b\u3082\u5c55\u958b\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n

\u30ea\u30e3\u30f3\u6c0f\u306f\u3001\u30d1\u30ea\u3067\u958b\u50ac\u3055\u308c\u305fRaise Summit\u306b\u304a\u3044\u3066\u3001”\u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u9700\u8981\u306f\u975e\u5e38\u306b\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u3059\u3067\u306b\u6295\u8cc7\u3092\u5897\u3084\u3059\u8a08\u753b\u3092\u6c7a\u5b9a\u3057\u307e\u3057\u305f\u3002”\u3068\u8ff0\u3079\u307e\u3057\u305f\u3002”\u9700\u8981\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u3067\u3042\u308a\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u306b\u308f\u305f\u308a\u3055\u3089\u306b\u6539\u5584\u3055\u308c\u308b\u3067\u3057\u3087\u3046\u3002”\u5f7c\u306e\u30b3\u30e1\u30f3\u30c8\u306f\u3001Nvidia\u306eCEO\u3067\u3042\u308bJensen Huang\uff08\u30b8\u30a7\u30f3\u30bd\u30f3\u30fb\u30d5\u30a2\u30f3\uff09\u6c0f\u304c\u30e8\u30fc\u30ed\u30c3\u30d1\u5404\u5730\u3092\u8a2a\u554f\u3057\u3001\u30a4\u30f3\u30d5\u30e9\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3001\u5730\u57df\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u80fd\u529b\u3092\u5f37\u5316\u3059\u308b\u3088\u3046\u4fc3\u3057\u305f\u3001\u304a\u3088\u305d1\u304b\u6708\u5f8c\u306b\u767a\u8868\u3055\u308c\u305f\u3082\u306e\u3067\u3059\u3002<\/p>\n

Supermicro\u306f\u3001OpenAI\uff08\u30aa\u30fc\u30d7\u30f3AI\uff09\u306eChatGPT\u30d6\u30fc\u30e0\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3001Nvidia\u306e\u30c1\u30c3\u30d7\u306b\u5bfe\u3059\u308b\u9700\u8981\u304c\u9ad8\u307e\u308a\u307e\u3057\u305f\u3002\u305d\u306e\u7d50\u679c\u3001\u540c\u793e\u306e\u682a\u4fa1\u306f2024\u5e743\u6708\u306b\u904e\u53bb\u6700\u9ad8\u5024\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u4f1a\u8a08\u304a\u3088\u3073\u8ca1\u52d9\u5831\u544a\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u304b\u3089\u3001\u73fe\u5728\u306e\u682a\u4fa1\u306f\u305d\u306e\u6700\u9ad8\u5024\u304b\u3089\u7d0460\uff05\u4e0b\u843d\u3057\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u540c\u793e\u306f2\u6708\u306b2024\u4f1a\u8a08\u5e74\u5ea6\u306e\u9045\u5ef6\u5831\u544a\u66f8\u3092\u63d0\u51fa\u3057\u3001\u3053\u306e\u61f8\u5ff5\u3092\u548c\u3089\u3052\u307e\u3057\u305f\u3002<\/p>\n

5\u6708\u306b\u306f\u3001\u73fe\u5728\u306e\u56db\u534a\u671f\u306b\u5bfe\u3059\u308b\u4e88\u60f3\u304c\u5e02\u5834\u306e\u671f\u5f85\u3092\u4e0b\u56de\u308a\u3001\u540c\u793e\u306e\u88fd\u54c1\u306b\u5bfe\u3059\u308b\u9700\u8981\u3078\u306e\u61f8\u5ff5\u304c\u9ad8\u307e\u308a\u307e\u3057\u305f\u3002<\/p>\n

\u3057\u304b\u3057\u3001\u30ea\u30e3\u30f3\u6c0f\u306f\u3053\u308c\u3089\u306e\u61f8\u5ff5\u3092\u5426\u5b9a\u3057\u307e\u3057\u305f\u3002”\u79c1\u305f\u3061\u306e\u6210\u9577\u7387\u306f\u4f9d\u7136\u3068\u3057\u3066\u5f37\u3044\u3067\u3059\u3002\u306a\u305c\u306a\u3089\u3001\u79c1\u305f\u3061\u306f\u57fa\u672c\u6280\u8853\u3092\u6210\u9577\u3055\u305b\u7d9a\u3051\u3066\u304a\u308a\u3001\u30d3\u30b8\u30cd\u30b9\u306e\u7bc4\u56f2\u3092\u62e1\u5927\u3057\u3066\u3044\u308b\u304b\u3089\u3067\u3059\u3002”\u3068\u30b3\u30e1\u30f3\u30c8\u3057\u307e\u3057\u305f\u3002”\u3057\u305f\u304c\u3063\u3066\u3001\u6210\u9577\u306e\u4f59\u5730\u306f\u4f9d\u7136\u3068\u3057\u3066\u975e\u5e38\u306b\u5927\u304d\u3044\u3067\u3057\u3087\u3046\u3002”<\/p>\n","_links":{"self":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/820903","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/comments?post=820903"}],"version-history":[{"count":0,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/820903\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media\/820906"}],"wp:attachment":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media?parent=820903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/categories?post=820903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/tags?post=820903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}