宇宙AIと食卓を繋ぐ市場のカラクリ

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

ケビン・ウォルシュ（Kevin Warsh）氏：FRB（連邦準備制度理事会）の独立性をめぐって、厳しい追及（質問）を受けています。SpaceX：コーディング関連のスタートアップ企業であるCursorと、600億ドル規模のAI契約を締結しました。パランティア（Palantir）：食料供給の安全確保を支援するため、米国農務省（USDA）と3億ドル規模の契約を結びました。ボーイング（Boeing）：報告された損失額が市場予想よりも小幅にとどまったことを受け、株価が上昇しました。バーティブ（Vertiv）：AIデータセンターへの力強い需要があるにもかかわらず、株価は下落しました。税金還付：今シーズンの平均税金還付額が11%以上増加していることが報告されています。

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宇宙AIと食卓を繋ぐ市場のカラクリ

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This episode was published on April 22, 2026.

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ケビン・ウォルシュ（Kevin...

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