アンソロピックが137億ドルの巨大契約　AI競争は「GPU」から「電力争奪戦」へ

アンソロピックがラム・グループと6年間で137億ドルのAI計算契約を締結。GPU不足の次に浮上する電力争奪戦、120MWのデータセンター、巨額投資と資金調達リスクを解説します。https://beikoku-stock.com/2026/09/14/anthropic-ai-compute-power-deal/

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アンソロピックが137億ドルの巨大契約　AI競争は「GPU」から「電力争奪戦」へ

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