EPISODE · May 20, 2026 · 17 MIN
AIブームの次の主役は電力株か データセンター増設で始まる電力争奪戦
from 米国株投資で幸せ作り · host beikoku-stock
AIブームでデータセンター建設が急増し、米国では電力不足が新たな投資テーマに。PJMの前倒し決定や電力株急騰の背景を解説します。https://beikoku-stock.com/2026/05/21/ai-power-stocks-data-center-electricity-race/
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AIブームの次の主役は電力株か データセンター増設で始まる電力争奪戦
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