【7/28 6時】アップルがエヌビディアを抜き世界最大の時価総額に返り咲き・PJMがAIブーム対応の緊急電力オークション

7月28日 6時のAI速報をお届けします。 ▼ トピック 1. アップルがエヌビディアを抜き世界最大の時価総額に返り咲き https://www.nytimes.com/2026/07/27/technology/apple-valuation.html 2. PJMがAIブーム対応の緊急電力オークション https://www.bloomberg.com/news/articles/2026-07-27/biggest-us-grid-to-launch-emergency-power-auction-for-ai-boom 3. ケイデンスが通期見通しを引き上げ https://www.investing.com/news/stock-market-news/cadence-lifts-annual-revenue-forecast-on-sustained-ai-chipdesign-boom-4639929 4. オランジュとモリソンがフランスでデータセンター合弁 https://www.manilatimes.net/2026/07/28/tmt-newswire/globenewswire/orange-orange-and-morrison-announce-plans-to-create-a-data-centre-joint-venture-to-strengthen-europes-digital-sovereignty/2392431 5. NISTがAI技術評価プログラムAITEを開始 https://www.meritalk.com/articles/nist-launches-ai-technology-evaluation-program/

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【7/28 6時】アップルがエヌビディアを抜き世界最大の時価総額に返り咲き・PJMがAIブーム対応の緊急電力オークション

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