Nvidiaがリスクを無視して台湾に賭ける理由

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

マイクロン（Micron）：時価総額が1兆ドルの大台を突破したことについて取り上げています。エヌビディア（Nvidia）：台湾に対して年間1,500億ドルの大規模な投資を行うことを発表しました。アメリカン航空（American Airlines）：機内Wi-FiサービスにSpaceXの「Starlink（スターリンク）」を採用することを決定しました。ルルレモン（Lululemon）：創業者であるチップ・ウィルソン氏との間で続いた泥沼の委任状争奪戦（プロキシーファイト）が終結した件について触れています。ゼットスケーラー（Zscaler）：業績見通し（ガイダンス）が弱かったことを受け、株価が急落しています。ニューヨーク・ニックス（Knicks）：NBAファイナルのチケットが実際にいくらで取引されているのかについて紹介しています。#investing #worldnews

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This episode was published on May 28, 2026.

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マイクロン（Micron）：時価総額が1兆ドルの大台を突破したことについて取り上げています。エヌビディア（Nvidia）：台湾に対して年間1,500億ドルの大規模な投資を行うことを発表しました。アメリカン航空（American...

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