【5/25 3時】NVIDIA CFO GPU需要・レンタル価格上昇・マーベル・テクノロジー決算前過熱警告

5月25日 3時のAI速報をお届けします。 ▼ トピック 1. NVIDIA CFO GPU需要・レンタル価格上昇 https://247wallst.com/investing/2026/05/24/what-nvidias-cfo-just-revealed-about-gpu-demand-should-have-every-ai-investor-paying-attention/ 2. マーベル・テクノロジー決算前過熱警告 https://www.benzinga.com/markets/equities/26/05/52763869/marvell-technology-stock-gets-highly-overbought-overvalued-ahead-of-earnings 3. コヒレント・コーポレーション AI光学需要 https://www.quiverquant.com/news/Coherent+Corp+Stock+%28COHR%29+Opinions+on+NVIDIA+Investment+and+AI+Optics+Demand 4. 任天堂AI無視戦略・株価上昇 https://futurism.com/future-society/nintendo-ignoring-ai-fine

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【5/25 3時】NVIDIA CFO GPU需要・レンタル価格上昇・マーベル・テクノロジー決算前過熱警告

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