【7/12 19時】AI需要は「ほぼ無限」だが企業はバリューマクシングへ・AI創薬、ウォール街の期待通りには進まず

7月12日 19時のAI速報をお届けします。 ▼ トピック 1. AI需要は「ほぼ無限」だが企業はバリューマクシングへ https://www.cnbc.com/2026/07/12/ai-demand-chips-data-centers-stock-volatility.html 2. AI創薬、ウォール街の期待通りには進まず https://www.wsj.com/tech/ai/can-ai-make-better-drugs-not-on-wall-streets-timeline-98a50d9d

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【7/12 19時】AI需要は「ほぼ無限」だが企業はバリューマクシングへ・AI創薬、ウォール街の期待通りには進まず

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