{"id":857317,"date":"2025-09-10T05:49:53","date_gmt":"2025-09-09T21:49:53","guid":{"rendered":"https:\/\/ztylezman.com\/?p=857317"},"modified":"2025-09-10T05:49:53","modified_gmt":"2025-09-09T21:49:53","slug":"oracles-stock-surge","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/oracles-stock-surge\/","title":{"rendered":"Oracle\u306e\u6210\u9577\u53ef\u80fd\u6027\u3001\u682a\u4fa1\u6025\u9a30\u306e\u80cc\u666f\u3068\u306f"},"content":{"rendered":"

2025\u5e749\u67084\u65e5\u3001\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u3067\u884c\u308f\u308c\u305f\u5915\u98df\u4f1a\u306b\u304a\u3044\u3066\u3001Oracle\uff08\u30aa\u30e9\u30af\u30eb\uff09\u306eCEO\u3067\u3042\u308bSafra Catz\uff08\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4\uff09\u6c0f\u304c\u30b9\u30d4\u30fc\u30c1\u3092\u884c\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u30c7\u30a3\u30ca\u30fc\u306b\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3084\u30d3\u30b8\u30cd\u30b9\u754c\u306e\u30ea\u30fc\u30c0\u30fc\u305f\u3061\u304c\u96c6\u307e\u308a\u3001\u4eba\u5de5\u77e5\u80fd\u6559\u80b2\u30bf\u30b9\u30af\u30d5\u30a9\u30fc\u30b9\u306e\u4f1a\u8b70\u306b\u3082\u53c2\u52a0\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u682a\u4fa1\u306f\u3001\u540c\u793e\u304c\u65b0\u305f\u306a\u30af\u30e9\u30a6\u30c9\u5951\u7d04\u306b\u3088\u308a\u5927\u304d\u306a\u6210\u9577\u306e\u53ef\u80fd\u6027\u3092\u793a\u5506\u3057\u305f\u3053\u3068\u304b\u3089\u3001\u53d6\u5f15\u6642\u9593\u5916\u306727%\u3082\u6025\u9a30\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u540c\u793e\u306e\u53ce\u76ca\u3068\u58f2\u4e0a\u306f\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u6210\u9577\u3092\u671f\u5f85\u3055\u305b\u308b\u8981\u7d20\u304c\u591a\u304f\u542b\u307e\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u540c\u793e\u306e\u696d\u7e3e\u3092\u3001LSEG\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u6b21\u306e\u3088\u3046\u306b\u306a\u308a\u307e\u3059\uff1a<\/p>\n

– \u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca(EPS)\uff1a$1.47\uff08\u4e88\u60f3\u306e$1.48\u306b\u5bfe\u3057\u3066\uff09
\n– \u58f2\u4e0a\u9ad8\uff1a$14.93\u5104\uff08\u4e88\u60f3\u306e$15.04\u5104\u306b\u5bfe\u3057\u3066\uff09 <\/p>\n

\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u540c\u671f\u306e$133\u5104\u304b\u308912%\u5897\u52a0\u3057\u3001$149.3\u5104\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u7d14\u5229\u76ca\u306f\u524d\u5e74\u3068\u307b\u307c\u6a2a\u3070\u3044\u306e$29.3\u5104\u3067\u30011\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca\u306f$1.01\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306f\u3001\u8a8d\u8b58\u3055\u308c\u3066\u3044\u306a\u3044\u5951\u7d04\u53ce\u76ca\u3092\u793a\u3059\u300c\u6b8b\u308a\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u7fa9\u52d9\u300d\u304c\u73fe\u5728$4550\u5104\u306b\u9054\u3057\u3066\u304a\u308a\u3001\u524d\u5e74\u540c\u671f\u3068\u6bd4\u8f03\u3057\u3066359%\u306e\u5897\u52a0\u3092\u8a18\u9332\u3057\u305f\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001OpenAI\u304cOracle\u3068\u63d0\u643a\u3057\u3001\u7c73\u56fd\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30674.5\u30ae\u30ac\u30ef\u30c3\u30c8\u306e\u5bb9\u91cf\u3092\u958b\u767a\u3059\u308b\u5951\u7d04\u3092\u7d50\u3093\u3060\u3053\u3068\u3082\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n

Microsoft\uff08\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\uff09\u306a\u3069\u306e\u5927\u624b\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u5171\u306b\u3001Oracle\u306f\u4eba\u5de5\u77e5\u80fd\u306e\u30d6\u30fc\u30e0\u306b\u304a\u3044\u3066\u5927\u304d\u306a\u6210\u529f\u3092\u53ce\u3081\u3066\u3044\u307e\u3059\u3002CEO\u306eSafra Catz\uff08\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4\uff09\u6c0f\u306f\u3001\u4eca\u56de\u306e\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u3001\u7570\u306a\u308b3\u793e\u3068\u306e\u9593\u3067\u5408\u8a084\u3064\u306e\u6570\u5341\u5104\u30c9\u30eb\u5951\u7d04\u3092\u7de0\u7d50\u3057\u305f\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u7af6\u5408\u306eGoogle\uff08\u30b0\u30fc\u30b0\u30eb\uff09\u306eGemini AI\u30e2\u30c7\u30eb\u304cOracle\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u4e0a\u3067\u5229\u7528\u53ef\u80fd\u306b\u306a\u308b\u3053\u3068\u3082\u4f1d\u3048\u3089\u308c\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u5171\u540c\u5275\u696d\u8005\u3067\u3042\u308a\u3001\u4f1a\u9577\u304a\u3088\u3073\u6280\u8853\u8cac\u4efb\u8005\u3067\u3042\u308bLarry Ellison\uff08\u30e9\u30ea\u30fc\u30fb\u30a8\u30ea\u30bd\u30f3\uff09\u6c0f\u306f\u300110\u6708\u306bOracle AI Database\u30b5\u30fc\u30d3\u30b9\u3092\u767a\u8868\u3057\u3001OpenAI\u3084\u4ed6\u793e\u306eAI\u30e2\u30c7\u30eb\u3092Oracle\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u4fdd\u5b58\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u306e\u4e0a\u3067\u5b9f\u884c\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u53d6\u308a\u7d44\u307f\u306f\u3001Oracle\u3068OpenAI\u306e\u88fd\u54c1\u7d71\u5408\u3092\u6df1\u3081\u308b\u3082\u306e\u3067\u3042\u308b\u3068\u3057\u3066\u3044\u307e\u3059\u30028\u6708\u306b\u306f\u3001Oracle\u304cOpenAI\u306e\u65b0\u3057\u3044GPT-5\u30e2\u30c7\u30eb\u3092\u30af\u30e9\u30a6\u30c9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u5c0e\u5165\u3057\u305f\u3053\u3068\u3082\u5831\u544a\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u304b\u3089\u306e\u53ce\u76ca\u306f$33\u5104\u3067\u3001\u524d\u5e74\u304b\u308955%\u306e\u5897\u52a0\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u4ee4\u548c6\u5e74\u5ea6\u306b\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u304b\u3089\u306e\u53ce\u76ca\u304c$180\u5104\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3067\u3042\u308a\u3001\u3053\u308c\u306f2025\u5e74\u5ea6\u306e\u7d04$100\u5104\u304b\u308977%\u306e\u6210\u9577\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u793e\u306f2027\u5e74\u304b\u30892030\u5e74\u5ea6\u306b\u304b\u3051\u3066\u53ce\u76ca\u304c\u3055\u3089\u306b\u5897\u52a0\u3057\u3001\u305d\u308c\u305e\u308c$320\u5104\u3001$730\u5104\u3001$1140\u5104\u3001$1440\u5104\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Evercore\u306e\u30a2\u30ca\u30ea\u30b9\u30c8Kirk Materne\uff08\u30ab\u30fc\u30af\u30fb\u30de\u30c6\u30eb\u30f3\uff09\u6c0f\u306f\u30012029\u5e74\u5ea6\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u53ce\u76ca\u304c$1080\u5104\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u6700\u8fd1\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304c\u767a\u8868\u3057\u305f\u3068\u3053\u308d\u306b\u3088\u308b\u3068\u3001Azure\uff08\u30a2\u30b8\u30e5\u30fc\u30eb\uff09\u304b\u3089\u306e\u53ce\u76ca\u306f\u904e\u53bb12\u304b\u6708\u3067$750\u5104\u306b\u9054\u3057\u3066\u304a\u308a\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308bAmazon\uff08\u30a2\u30de\u30be\u30f3\uff09\u306e\u30af\u30e9\u30a6\u30c9\u53ce\u76ca\u306f\u540c\u671f\u9593\u3067$1120\u5104\u306b\u8feb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

Oracle\u306f\u30012026\u5e74\u5ea6\u306e\u7b2c2\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca\u3092$1.61\u304b\u3089$1.65\u3001\u58f2\u4e0a\u9ad8\u306e\u6210\u9577\u309214%\u304b\u308916%\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306f1\u682a\u5f53\u305f\u308a$1.62\u3001\u58f2\u4e0a\u9ad8$162.1\u5104\u3092\u898b\u8fbc\u3093\u3067\u304a\u308a\u300115%\u306e\u6210\u9577\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u65b0\u3057\u3044\u4f1a\u8a08\u5e74\u5ea6\u306e\u8cc7\u672c\u652f\u51fa\u306f\u7d04$350\u5104\u306b\u306a\u308b\u898b\u8fbc\u307f\u3067\u3001\u3053\u308c\u306f65%\u306e\u6210\u9577\u3092\u793a\u3057\u307e\u3059\u3002Catz\u6c0f\u306f\u3001\u4ed6\u306e\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u304c\u5efa\u7269\u3092\u6240\u6709\u3059\u308b\u3053\u3068\u306b\u6163\u308c\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001Oracle\u306f\u8efd\u8cc7\u7523\u30e2\u30c7\u30eb\u3067\u3042\u308b\u3068\u793a\u5506\u3057\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u682a\u306f\u5148\u6708\u3001\u8a18\u9332\u7684\u306a\u9ad8\u5024\u3092\u8a18\u9332\u3057\u30012025\u5e74\u306e\u53d6\u5f15\u7d42\u4e86\u6642\u70b9\u306745%\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001S&P 500\u6307\u6570\u306f11%\u306e\u4e0a\u6607\u306b\u7559\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u6c34\u66dc\u65e5\u306b22%\u4ee5\u4e0a\u306e\u4e0a\u6607\u304c\u898b\u3089\u308c\u308c\u3070\u30011999\u5e74\u306e\u30c9\u30c3\u30c8\u30b3\u30e0\u30d6\u30fc\u30e0\u4ee5\u6765\u306e\u6700\u9ad8\u306e1\u65e5\u3068\u306a\u308a\u3001\u5e02\u5834\u4fa1\u5024\u304c$8000\u5104\u3092\u8d85\u3048\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u5185\u5bb9\u306f\u767a\u5c55\u4e2d\u306e\u30cb\u30e5\u30fc\u30b9\u3067\u3059\u3002\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u5f8c\u65e5\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

2025\u5e749\u67084\u65e5\u3001Oracle\u306eCEO Safra Catz\u304c\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u3067\u795d\u5bb4\u3092\u884c\u3044\u3001\u540c\u793e\u306e\u682a\u4fa1\u304c\u53d6\u5f15\u6642\u9593\u5916\u306727%\u6025\u9a30\u3057\u307e\u3057\u305f\u3002\u65b0\u305f\u306a\u30af\u30e9\u30a6\u30c9\u5951\u7d04\u306e\u767a\u8868\u304c\u5f71\u97ff\u3092\u4e0e\u3048\u3001\u4eca\u5f8c\u306e\u6210\u9577\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":857324,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":{"0":"post-857317","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-markets-ja"},"raw_content":"

2025\u5e749\u67084\u65e5\u3001\u30db\u30ef\u30a4\u30c8\u30cf\u30a6\u30b9\u3067\u884c\u308f\u308c\u305f\u5915\u98df\u4f1a\u306b\u304a\u3044\u3066\u3001Oracle\uff08\u30aa\u30e9\u30af\u30eb\uff09\u306eCEO\u3067\u3042\u308bSafra Catz\uff08\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4\uff09\u6c0f\u304c\u30b9\u30d4\u30fc\u30c1\u3092\u884c\u3044\u307e\u3057\u305f\u3002\u3053\u306e\u30c7\u30a3\u30ca\u30fc\u306b\u306f\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3084\u30d3\u30b8\u30cd\u30b9\u754c\u306e\u30ea\u30fc\u30c0\u30fc\u305f\u3061\u304c\u96c6\u307e\u308a\u3001\u4eba\u5de5\u77e5\u80fd\u6559\u80b2\u30bf\u30b9\u30af\u30d5\u30a9\u30fc\u30b9\u306e\u4f1a\u8b70\u306b\u3082\u53c2\u52a0\u3057\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u682a\u4fa1\u306f\u3001\u540c\u793e\u304c\u65b0\u305f\u306a\u30af\u30e9\u30a6\u30c9\u5951\u7d04\u306b\u3088\u308a\u5927\u304d\u306a\u6210\u9577\u306e\u53ef\u80fd\u6027\u3092\u793a\u5506\u3057\u305f\u3053\u3068\u304b\u3089\u3001\u53d6\u5f15\u6642\u9593\u5916\u306727%\u3082\u6025\u9a30\u3057\u307e\u3057\u305f\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u540c\u793e\u306e\u53ce\u76ca\u3068\u58f2\u4e0a\u306f\u4e88\u60f3\u3092\u4e0b\u56de\u308a\u307e\u3057\u305f\u304c\u3001\u6210\u9577\u3092\u671f\u5f85\u3055\u305b\u308b\u8981\u7d20\u304c\u591a\u304f\u542b\u307e\u308c\u3066\u3044\u307e\u3057\u305f\u3002<\/p>\n

\u540c\u793e\u306e\u696d\u7e3e\u3092\u3001LSEG\u306e\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3068\u6bd4\u8f03\u3059\u308b\u3068\u3001\u6b21\u306e\u3088\u3046\u306b\u306a\u308a\u307e\u3059\uff1a<\/p>\n

– \u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca(EPS)\uff1a$1.47\uff08\u4e88\u60f3\u306e$1.48\u306b\u5bfe\u3057\u3066\uff09
\n– \u58f2\u4e0a\u9ad8\uff1a$14.93\u5104\uff08\u4e88\u60f3\u306e$15.04\u5104\u306b\u5bfe\u3057\u3066\uff09 <\/p>\n

\u58f2\u4e0a\u9ad8\u306f\u3001\u524d\u5e74\u540c\u671f\u306e$133\u5104\u304b\u308912%\u5897\u52a0\u3057\u3001$149.3\u5104\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u7d14\u5229\u76ca\u306f\u524d\u5e74\u3068\u307b\u307c\u6a2a\u3070\u3044\u306e$29.3\u5104\u3067\u30011\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca\u306f$1.01\u3068\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306f\u3001\u8a8d\u8b58\u3055\u308c\u3066\u3044\u306a\u3044\u5951\u7d04\u53ce\u76ca\u3092\u793a\u3059\u300c\u6b8b\u308a\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u7fa9\u52d9\u300d\u304c\u73fe\u5728$4550\u5104\u306b\u9054\u3057\u3066\u304a\u308a\u3001\u524d\u5e74\u540c\u671f\u3068\u6bd4\u8f03\u3057\u3066359%\u306e\u5897\u52a0\u3092\u8a18\u9332\u3057\u305f\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u3089\u306b\u3001OpenAI\u304cOracle\u3068\u63d0\u643a\u3057\u3001\u7c73\u56fd\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30674.5\u30ae\u30ac\u30ef\u30c3\u30c8\u306e\u5bb9\u91cf\u3092\u958b\u767a\u3059\u308b\u5951\u7d04\u3092\u7d50\u3093\u3060\u3053\u3068\u3082\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n

Microsoft\uff08\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\uff09\u306a\u3069\u306e\u5927\u624b\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u5171\u306b\u3001Oracle\u306f\u4eba\u5de5\u77e5\u80fd\u306e\u30d6\u30fc\u30e0\u306b\u304a\u3044\u3066\u5927\u304d\u306a\u6210\u529f\u3092\u53ce\u3081\u3066\u3044\u307e\u3059\u3002CEO\u306eSafra Catz\uff08\u30b5\u30d5\u30e9\u30fb\u30ab\u30c3\u30c4\uff09\u6c0f\u306f\u3001\u4eca\u56de\u306e\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u3001\u7570\u306a\u308b3\u793e\u3068\u306e\u9593\u3067\u5408\u8a084\u3064\u306e\u6570\u5341\u5104\u30c9\u30eb\u5951\u7d04\u3092\u7de0\u7d50\u3057\u305f\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u7af6\u5408\u306eGoogle\uff08\u30b0\u30fc\u30b0\u30eb\uff09\u306eGemini AI\u30e2\u30c7\u30eb\u304cOracle\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u4e0a\u3067\u5229\u7528\u53ef\u80fd\u306b\u306a\u308b\u3053\u3068\u3082\u4f1d\u3048\u3089\u308c\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u5171\u540c\u5275\u696d\u8005\u3067\u3042\u308a\u3001\u4f1a\u9577\u304a\u3088\u3073\u6280\u8853\u8cac\u4efb\u8005\u3067\u3042\u308bLarry Ellison\uff08\u30e9\u30ea\u30fc\u30fb\u30a8\u30ea\u30bd\u30f3\uff09\u6c0f\u306f\u300110\u6708\u306bOracle AI Database\u30b5\u30fc\u30d3\u30b9\u3092\u767a\u8868\u3057\u3001OpenAI\u3084\u4ed6\u793e\u306eAI\u30e2\u30c7\u30eb\u3092Oracle\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u306b\u4fdd\u5b58\u3055\u308c\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u306e\u4e0a\u3067\u5b9f\u884c\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u53d6\u308a\u7d44\u307f\u306f\u3001Oracle\u3068OpenAI\u306e\u88fd\u54c1\u7d71\u5408\u3092\u6df1\u3081\u308b\u3082\u306e\u3067\u3042\u308b\u3068\u3057\u3066\u3044\u307e\u3059\u30028\u6708\u306b\u306f\u3001Oracle\u304cOpenAI\u306e\u65b0\u3057\u3044GPT-5\u30e2\u30c7\u30eb\u3092\u30af\u30e9\u30a6\u30c9\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u5c0e\u5165\u3057\u305f\u3053\u3068\u3082\u5831\u544a\u3055\u308c\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u304b\u3089\u306e\u53ce\u76ca\u306f$33\u5104\u3067\u3001\u524d\u5e74\u304b\u308955%\u306e\u5897\u52a0\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u4ee4\u548c6\u5e74\u5ea6\u306b\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u304b\u3089\u306e\u53ce\u76ca\u304c$180\u5104\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3067\u3042\u308a\u3001\u3053\u308c\u306f2025\u5e74\u5ea6\u306e\u7d04$100\u5104\u304b\u308977%\u306e\u6210\u9577\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u793e\u306f2027\u5e74\u304b\u30892030\u5e74\u5ea6\u306b\u304b\u3051\u3066\u53ce\u76ca\u304c\u3055\u3089\u306b\u5897\u52a0\u3057\u3001\u305d\u308c\u305e\u308c$320\u5104\u3001$730\u5104\u3001$1140\u5104\u3001$1440\u5104\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

Evercore\u306e\u30a2\u30ca\u30ea\u30b9\u30c8Kirk Materne\uff08\u30ab\u30fc\u30af\u30fb\u30de\u30c6\u30eb\u30f3\uff09\u6c0f\u306f\u30012029\u5e74\u5ea6\u306e\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u53ce\u76ca\u304c$1080\u5104\u306b\u306a\u308b\u3068\u4e88\u60f3\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u5bfe\u3057\u3001\u6700\u8fd1\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u304c\u767a\u8868\u3057\u305f\u3068\u3053\u308d\u306b\u3088\u308b\u3068\u3001Azure\uff08\u30a2\u30b8\u30e5\u30fc\u30eb\uff09\u304b\u3089\u306e\u53ce\u76ca\u306f\u904e\u53bb12\u304b\u6708\u3067$750\u5104\u306b\u9054\u3057\u3066\u304a\u308a\u3001\u30de\u30fc\u30b1\u30c3\u30c8\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308bAmazon\uff08\u30a2\u30de\u30be\u30f3\uff09\u306e\u30af\u30e9\u30a6\u30c9\u53ce\u76ca\u306f\u540c\u671f\u9593\u3067$1120\u5104\u306b\u8feb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n

Oracle\u306f\u30012026\u5e74\u5ea6\u306e\u7b2c2\u56db\u534a\u671f\u306b\u304a\u3044\u3066\u8abf\u6574\u5f8c\u306e1\u682a\u5f53\u305f\u308a\u306e\u5229\u76ca\u3092$1.61\u304b\u3089$1.65\u3001\u58f2\u4e0a\u9ad8\u306e\u6210\u9577\u309214%\u304b\u308916%\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306f1\u682a\u5f53\u305f\u308a$1.62\u3001\u58f2\u4e0a\u9ad8$162.1\u5104\u3092\u898b\u8fbc\u3093\u3067\u304a\u308a\u300115%\u306e\u6210\u9577\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n

\u65b0\u3057\u3044\u4f1a\u8a08\u5e74\u5ea6\u306e\u8cc7\u672c\u652f\u51fa\u306f\u7d04$350\u5104\u306b\u306a\u308b\u898b\u8fbc\u307f\u3067\u3001\u3053\u308c\u306f65%\u306e\u6210\u9577\u3092\u793a\u3057\u307e\u3059\u3002Catz\u6c0f\u306f\u3001\u4ed6\u306e\u30af\u30e9\u30a6\u30c9\u4f01\u696d\u304c\u5efa\u7269\u3092\u6240\u6709\u3059\u308b\u3053\u3068\u306b\u6163\u308c\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001Oracle\u306f\u8efd\u8cc7\u7523\u30e2\u30c7\u30eb\u3067\u3042\u308b\u3068\u793a\u5506\u3057\u307e\u3057\u305f\u3002<\/p>\n

Oracle\u306e\u682a\u306f\u5148\u6708\u3001\u8a18\u9332\u7684\u306a\u9ad8\u5024\u3092\u8a18\u9332\u3057\u30012025\u5e74\u306e\u53d6\u5f15\u7d42\u4e86\u6642\u70b9\u306745%\u4e0a\u6607\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001S&P 500\u6307\u6570\u306f11%\u306e\u4e0a\u6607\u306b\u7559\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u6c34\u66dc\u65e5\u306b22%\u4ee5\u4e0a\u306e\u4e0a\u6607\u304c\u898b\u3089\u308c\u308c\u3070\u30011999\u5e74\u306e\u30c9\u30c3\u30c8\u30b3\u30e0\u30d6\u30fc\u30e0\u4ee5\u6765\u306e\u6700\u9ad8\u306e1\u65e5\u3068\u306a\u308a\u3001\u5e02\u5834\u4fa1\u5024\u304c$8000\u5104\u3092\u8d85\u3048\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n

\u3053\u306e\u5185\u5bb9\u306f\u767a\u5c55\u4e2d\u306e\u30cb\u30e5\u30fc\u30b9\u3067\u3059\u3002\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u5f8c\u65e5\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n","_links":{"self":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/857317","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=857317"}],"version-history":[{"count":0,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/posts\/857317\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media\/857324"}],"wp:attachment":[{"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/media?parent=857317"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/categories?post=857317"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ztylezman.com\/ja\/wp-json\/wp\/v2\/tags?post=857317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}