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フィジカルAIは投資テーマとしてまだ早いと思ってます。 最近はテーマに釣られて上がっているような印象で、1,2年後に実需が本格化してから移っても十分間に合うかと。 私は今のAIインフラのボトルネックはメモリ、PCB、MLCC、光通信などにあると思っており、しばらくはそこに分散投資予定です。 もちろん上手いモーメンタム投資家は稼げるのかもしれませんが、私は今明確に見えているところに集中します。 同様に量子コンピュータや宇宙も興味はありますが、まだ優先順位は上げない予定です。

Jensen Huang, CEO of Nvidia, is telling you where to invest in 2026. He has personally directed Nvidia's capital into 8 specific companies for a combined total of over $45 BILLION. This is where the most important company in the AI economy is putting its money. Here’s the full list: OpenAI: $30 billion The largest commitment of the 8. Nvidia is funding the buildout of OpenAI's compute infrastructure from the inside. OpenAI is also Nvidia's single largest customer. GLW Corning: $3.2 billion Optical glass and fiber to physically connect AI clusters. You cannot move data between millions of GPUs without it. IREN: $2.1 billion AI cloud provider with one of the deepest power positions in North America. MRVL Marvell: $2 billion Custom networking chips that move data between GPUs at massive scale. LITE Lumentum: $2 billion Lasers and optical components for the fiber backbone of every AI data center. COHR Coherent: $2 billion Fiber optic transceivers that connect GPU clusters inside data centers. CRWV CoreWeave: $2 billion GPU-as-a-service provider. Nvidia's largest cloud customer outside the hyperscalers. NBIS Nebius: $2 billion AI cloud infrastructure company. Quietly building hyperscale GPU capacity for the AI labs. Whatever Nvidia is buying is where the money is going next. At The Assembly, we’re a team of 8 with one goal: help you find the right stocks early. Turn notifications on so you don’t miss our alerts. This is VERY important. If you’re not following us yet, you will regret it later.

Per Vector..Samsung and SK Hynix combined tax bill could surpass “the entire national corporate tax collection Korea's finance ministry has projected for this year…the two firms' combined operating profits could reach 600tn won this year — roughly a quarter of South Korean GDP.”

Do you see why Nittobo’s stock has been moving sideways now? They have no intention of raising prices. Unlike memory companies, which are aggressively raising prices right now, Japanese companies like this place an extreme emphasis on customer relationships and market share. This is also one of the reasons I did not buy Nittobo or Ajinomoto. They are too conservative and care too much about their customers. Japanese companies, please start abusing your pricing power a little… like the memory companies.

なんかめっちゃフォロワー増えてるので、 感謝を込めて僕の思惑を話してみます。 フィジカルAI相場ってレアアース相場と 似てる気しません？ ・三井海洋開発 → ファナック ・古河機械金属 → 安川電機 ・東洋エンジニア → ハーモニック な気がするんすよね。知らんけど。

安川電機、中期経営計画。「営業利益」「営業利益率」を最重要KGIとし、 2029年度に営業利益1,000億円、営業利益率15.4%を目指す。フィジカルAI市場を開拓し自動化領域を拡大。