Switch_2値上げの犯人はAIブーム - AI DeepDive with Jonathan

What this episode covers

4月の雇用統計：11万5,000人の雇用が追加され、失業率は4.3%で安定（横ばい）していることが報告されました。CoreWeave：AIインフラストラクチャのコストが上昇し続けている影響で、決算発表後に同社の株価が下落しました。IREN：Nvidia（エヌビディア）が支援する大規模なAIインフラ契約の発表を受け、株価が急騰しています。Lime：評価額20億ドルの可能性でIPO（新規株式公開）を申請したことが報じられています。Rocket Lab：好調な収益と受注残の増加、および次世代ロケット「Neutron（ニュートロン）」の進展により、株価が上昇しています。Cloudflare（クラウドフレア）：自律型AI（エージェントAI）への事業シフトに伴い、全従業員の20%を削減（レイオフ）することを発表しました。任天堂（Nintendo）：AI主導による半導体（チップ）需要の急増でゲーム機の製造コストが高騰しており、次世代機「Switch 2」の価格引き上げについて取り上げています。

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Frequently Asked Questions

How long is this episode of AI DeepDive with Jonathan?

This episode is 6 minutes long.

When was this AI DeepDive with Jonathan episode published?

This episode was published on May 9, 2026.

What is this episode about?

4月の雇用統計：11万5,000人の雇用が追加され、失業率は4.3%で安定（横ばい）していることが報告されました。CoreWeave：AIインフラストラクチャのコストが上昇し続けている影響で、決算発表後に同社の株価が下落しました。IREN：Nvidia（エヌビディア）が支援する大規模なAIインフラ契約の発表を受け、株価が急騰しています。Lime：評価額20億ドルの可能性でIPO（新規株式公開）を申請したことが報じられています。Rocket...

Can I download this AI DeepDive with Jonathan episode?

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