【7/15 4時】IBM株急落、AI予算シフトとサイバー株ラリー・ニューヨーク州、全米初のAIデータセンター建設禁止

7月15日 4時のAI速報をお届けします。 ▼ トピック 1. IBM株急落、AI予算シフトとサイバー株ラリー https://www.cnbc.com/2026/07/14/cybersecurity-stocks-ai-spending-mythos.html 2. ニューヨーク州、全米初のAIデータセンター建設禁止 https://www.cnbc.com/2026/07/14/new-york-ai-data-center-ban.html 3. MITジャービス・チャレンジ、AIはジェットエンジンを作れるか https://news.mit.edu/2026/can-ai-build-jet-engine-jarvis-challenge-tests-ai-copilots-in-tough-tech-engineering-0714

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【7/15 4時】IBM株急落、AI予算シフトとサイバー株ラリー・ニューヨーク州、全米初のAIデータセンター建設禁止

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