AI融資の裏に潜む溶ける担保の罠

from AI DeepDive with Jonathan · host Jonathan.M.K

プライベート・クレジット市場：隠れたソフトウェア・エクスポージャーなど、同市場で拡大する問題について指摘されています。イーライリリー（Eli Lilly）：インシリコ（Insilico）との間で、27億5,000万ドル規模のAI創薬に関する契約を締結しました。アルコア（Alcoa）：中東の主要なアルミニウム施設がイランによる攻撃を受けた影響で、株価が上昇しています。エイビス（Avis）：空港の混乱とTSA（米国運輸保安庁）のシステム障害を背景とした先週の急騰から一転し、株価が下落しています。ソニー（Sony）：PS5の価格を再び値上げし、その理由をAIによる影響だとしています。

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AI融資の裏に潜む溶ける担保の罠

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This episode is 6 minutes long.

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This episode was published on April 1, 2026.

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プライベート・クレジット市場：隠れたソフトウェア・エクスポージャーなど、同市場で拡大する問題について指摘されています。イーライリリー（Eli...

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