原油とガラスが握るAIの命運

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

原油価格：米国とイランが戦争終結に向けた合意に近づいているとの報道を受け、原油価格が急落しています。AMD：データセンター部門の収益が急増し、市場予想を大きく上回る好決算を発表しました。ディズニー（Disney）：ジョシュ・ダマロ（Josh D'Amaro）新CEO体制での初の決算報告において、すべての項目で市場予想を上回りました。ウーバー（Uber）：予想を上回る予約見通し（ガイダンス）と、デリバリー事業の継続的な成長を背景に、株価が上昇しています。エヌビディア（Nvidia）とコーニング（Corning）：AIデータセンターの構築において光ファイバーの重要性が高まる中、エヌビディアがコーニングに対して5億ドルの投資を行いました。ルーシッド（Lucid）：四半期決算が低調だったことに加え、納車台数が伸び悩み、生産ガイダンスを停止したことで株価が下落しました。アマゾン（Amazon）：自社の巨大な物流ネットワークを、外部のビジネス（他企業）にも開放することを決定しました。

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原油とガラスが握るAIの命運

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This episode is 17 minutes long.

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This episode was published on May 7, 2026.

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原油価格：米国とイランが戦争終結に向けた合意に近づいているとの報道を受け、原油価格が急落しています。AMD：データセンター部門の収益が急増し、市場予想を大きく上回る好決算を発表しました。ディズニー（Disney）：ジョシュ・ダマロ（Josh...

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