{"id":34102,"date":"2026-02-17T22:50:16","date_gmt":"2026-02-17T13:50:16","guid":{"rendered":"https:\/\/yukimama.net\/fks\/?p=34102"},"modified":"2026-02-17T22:50:16","modified_gmt":"2026-02-17T13:50:16","slug":"deepseekv4-nvdamu","status":"publish","type":"post","link":"https:\/\/yukimama.net\/fks\/deepseekv4-nvdamu\/","title":{"rendered":"DeepSeek V4\u306e\u5f71\u97ff\u306f\uff1fNVDA300\u30c9\u30eb\u30fbMU800\u30c9\u30eb\u3092\u6b63\u5f53\u5316\u3059\u308b\u300c\u30b8\u30a7\u30f4\u30a9\u30f3\u30ba\u306e\u30d1\u30e9\u30c9\u30c3\u30af\u30b9\u300d\u89e3\u8aac\/2\u670817\u65e5"},"content":{"rendered":"\u6628\u591c\u3001X\u8a18\u4e8b\uff08<a href=\"https:\/\/x.com\/yukimamax\">@yukimamax<\/a>\uff09\u3067\u3061\u3087\u308d\u308a\u3068\u89e3\u8aac\u3057\u307e\u3057\u305f\u304c\u3001<span 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srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/728-90usa.png 728w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/728-90usa-450x56.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/728-90usa-260x32.png 260w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/a><br \/>\r\n\u305d\u308c\u3067\u306f\u3001<span class=\"b\"><span class=\"bd-yellow\">2\u670825\u65e5\u306b\u767a\u8868\u4e88\u5b9a\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u6c7a\u7b97\u304c\u5168\u304f\u5fc3\u914d\u306a\u3044\u7406\u7531\u3084\u3001DeepSeek V4\u304c\u30ea\u30ea\u30fc\u30b9\u3055\u308c\u3066\u3082\u3001\u307e\u3060\u307e\u3060AI\u534a\u5c0e\u4f53\u306b\u5f37\u6c17\u306b\u306a\u308c\u308b\u7406\u7531\u306b\u3064\u3044\u3066\u89e3\u8aac<\/span><\/span>\u3057\u3066\u304a\u304d\u307e\u3059\u306e\u3067\u3001\u305c\u3072\u6700\u5f8c\u307e\u3067\u304a\u8aad\u307f\u304f\u3060\u3055\u3044\u3002<br \/>\r\n<h4 id=\"e38286e3818de3839ee3839ee3818ae38199e38199e38281e381aee58fa3e5baa73e981b8-pr-1\">\u3086\u304d\u30de\u30de\u304a\u3059\u3059\u3081\u306e\u53e3\u5ea73\u9078\/PR<\/h4>&#x1f64f;<span class=\"b\"><span class=\"blue\">\u3010\u304a\u9858\u3044\u3011<\/span><\/span><span class=\"b\"><span class=\"mk-pink\">\u8208\u5473\u306e\u3042\u308b\u30b5\u30fc\u30d3\u30b9\u304c\u3042\u308c\u3070\u30d6\u30ed\u30b0\u306e\u30d0\u30ca\u30fc\u3092\u6d3b\u7528\u3057\u3066\u53e3\u5ea7\u958b\u8a2d\u3044\u305f\u3060\u3051\u308b\u3068\u3001\u4eca\u5f8c\u306e\u89e3\u8aac\u30fb\u8a18\u4e8b\u66f4\u65b0\u306e\u30e2\u30c1\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u306a\u308a\u307e\u3059<\/span><\/span>\u306e\u3067\u3001\u305c\u3072\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u7533\u3057\u8fbc\u307f\u306f\u6700\u77ed5\u5206\u3067\u3059\uff01<br \/>\r\n<br \/>\r\n&#x1f44d;\u5546\u54c1\u8c4a\u5bcc\u3067\u3042\u3089\u3086\u308b\u76f8\u5834\u306b\u5099\u3048\u308b\uff01<span class=\"b\">\u4fbf\u5229\u306a\u7dcf\u5408\u53e3\u5ea7<\/span>&#x25b6;\ufe0e<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pgz8008b1t\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">GMO\u30af\u30ea\u30c3\u30af\u8a3c\u5238<\/a><br \/>\r\n&#x1f44d;\u7c73\u56fd\u682a\u306b\u3082\u30b4\u30fc\u30eb\u30c9\u306b\u3082<span class=\"b\">\u4f4e\u30b3\u30b9\u30c8<\/span>\u3067\u6295\u8cc7\u3067\u304d\u308b&#x25b6;\ufe0e<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238<\/a><br \/>\r\n&#x1f44d;\u30c9\u30eb\u5186<span class=\"b\">\u30b9\u30d7\u30ec\u30c3\u30c90.15\u92ad<\/span>\uff01\u6bd4\u8f03\u3057\u3066\u307f\u3066&#x25b6;\ufe0e<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100ng2q008b1t\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u307f\u3093\u306a\u306eFX<\/a><br \/>\r\n<br \/>\r\n<span class=\"b\"><span class=\"bd-yellow\">\u53e3\u5ea7\u958b\u8a2d\u30fb\u7dad\u6301\u624b\u6570\u6599\u306f\u7121\u6599\u3067\u3059\u3057\u3001\u3053\u306e\u30d6\u30ed\u30b0\u3067\u306f\u91d1\u878d\u5e81\u767b\u9332\u306e\u5b89\u5fc3\u306e\u8a3c\u5238\u4f1a\u793e\u306e\u307f\u7d39\u4ecb<\/span><\/span>\u3057\u3066\u3044\u307e\u3059\u306e\u3067\u3001\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059&#x1f64f<br \/>\r\n<h2 id=\"aie99c80e8a681e381afe38195e38289e381abe58aa0e9809fe38199e3828b-2\">AI\u9700\u8981\u306f\u3055\u3089\u306b\u52a0\u901f\u3059\u308b<\/h2>1\u5146\u30d1\u30e9\u30e1\u30fc\u30bf\u3001100\u4e07\u30c8\u30fc\u30af\u30f3\u306e\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u3001\u305d\u3057\u3066\u63a8\u8ad6\u30b3\u30b9\u30c8\u306f\u897f\u5074\u7af6\u5408\u30e2\u30c7\u30eb\u306e10\u301c40\u5206\u306e1\u3002\u3053\u306e\u885d\u6483\u7684\u306a\u30b9\u30da\u30c3\u30af\u3092\u304b\u3089\u3001DeepSeek\u30b7\u30e7\u30c3\u30af2.0\u3068\u306e\u58f0\u3082\u3042\u308a\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n2025\u5e741\u6708\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u6642\u4fa1\u7dcf\u984d\u3092\u4e00\u6669\u30675,890\u5104\u30c9\u30eb\u3082\u5439\u304d\u98db\u3070\u3057\u305f\u3042\u306e\u30b7\u30e7\u30c3\u30af\u306e\u5370\u8c61\u306f\u5f37\u3044\u3067\u3059\u304b\u3089\u306d\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\"><span class=\"red\">\u300eAI\u304c\u52b9\u7387\u5316\u3055\u308c\u308c\u3070\u3001GPU\u306f\u4e0d\u8981\u306b\u306a\u308b\u306e\u3067\u306f\u306a\u3044\u304b\uff1f\u300f<\/span><\/span>\u305d\u3093\u306a\u61f8\u5ff5\u306e\u58f0\u304c\u518d\u3073\u4e0a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3057\u3001\u7d50\u8ad6\u304b\u3089\u8a00\u3063\u3066\u3057\u307e\u3048\u3070\u3001DeepSeek V4\u306b\u3088\u308b\u5727\u5012\u7684\u306a\u52b9\u7387\u5316\u306f\u3001NVIDIA\u306eGPU\u9700\u8981\u3092\u6e1b\u3089\u3059\u3069\u3053\u308d\u304b\u3001\u4e2d\u9577\u671f\u7684\u306b\u306f\u3080\u3057\u308d\u300e\u7206\u767a\u7684\u300f\u306b\u62e1\u5927\u3055\u305b\u308b\u516c\u7b97\u304c\u9ad8\u3044\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h4 id=\"19e4b896e7b480e381aee7b58ce6b888e5ada6e3818ce4ba88e8a880e38199e3828be3808eaie99c80e8a681e381aee69caae69da5e3808f-3\">19\u4e16\u7d00\u306e\u7d4c\u6e08\u5b66\u304c\u4e88\u8a00\u3059\u308b\u300eAI\u9700\u8981\u306e\u672a\u6765\u300f<\/h4>\u4eca\u306e\u6240\u300119\u4e16\u7d00\u306e\u7d4c\u6e08\u5b66\u8005\u30a6\u30a3\u30ea\u30a2\u30e0\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30b8\u30a7\u30f4\u30a9\u30f3\u30ba\u304c\u63d0\u5531\u3057\u305f\u300e\u30b8\u30a7\u30f4\u30a9\u30f3\u30ba\u306e\u30d1\u30e9\u30c9\u30c3\u30af\u30b9\u300f\u901a\u308a\u306e\u5c55\u958b\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br 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\/>\r\n\u30fb\u81ea\u52d5\u8eca\u306e\u71c3\u8cbb\u304c\u6539\u5584\u3055\u308c\u305f\u3068\u304d\u3001\u4eba\u3005\u306f\u30ac\u30bd\u30ea\u30f3\u4ee3\u3092\u7bc0\u7d04\u3059\u308b\u306e\u3067\u306f\u306a\u304f\u3001<span class=\"b\">\u3088\u308a\u9060\u304f\u307e\u3067\u8d70\u308b\u3088\u3046\u306b\u306a\u308a\u3001\u4f7f\u7528\u91cf\u3068\u8d70\u884c\u8ddd\u96e2\u304c\u4f38\u3073\u305f<\/span>\u3002<br \/>\r\n<br \/>\r\n\u30fbLED\u304c\u7167\u660e\u30b3\u30b9\u30c8\u3092\u5287\u7684\u306b\u4e0b\u3052\u305f\u3068\u304d\u3001<span class=\"b\">\u4e16\u754c\u4e2d\u306e\u7167\u660e\u306e\u7dcf\u91cf\u306f\u7206\u767a\u7684\u306b\u5897\u3048\u305f<\/span>\u3002<br \/>\r\n<h4 id=\"e3808ee382b3e382b9e38388e381aee5a381e3808fe3818ce5b4a9e5a38ae38199e3828be381a8e3818d-4\">\u300e\u30b3\u30b9\u30c8\u306e\u58c1\u300f\u304c\u5d29\u58ca\u3059\u308b\u3068\u304d<\/h4><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox.png\" alt=\"\" width=\"1200\" height=\"896\" class=\"alignnone size-full wp-image-34109\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox.png 1200w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox-450x336.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox-1024x765.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox-241x180.png 241w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox-768x573.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox-429x320.png 429w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/paradox-857x640.png 857w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>DeepSeek V4\u304c\u63a8\u8ad6\u30b3\u30b9\u30c8\u3092\u6570\u5341\u5206\u306e1\u306b\u4e0b\u3052\u308b\u3053\u3068\u3067\u3001AI\u696d\u754c\u306b\u3082\u5168\u304f\u540c\u3058\u529b\u5b66\u304c\u50cd\u304d\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u308c\u307e\u3067\u300eAI\u3092\u4f7f\u3046\u306b\u306f\u30b3\u30b9\u30c8\u304c\u9ad8\u3059\u304e\u3066\u63a1\u7b97\u304c\u5408\u308f\u306a\u3044\u300f\u3068\u5224\u65ad\u3055\u308c\u3001<span class=\"b\"><span class=\"bd-yellow\">\u5207\u308a\u6368\u3066\u3089\u308c\u3066\u3044\u305f\u7121\u6570\u306e\u30d3\u30b8\u30cd\u30b9\u30a2\u30a4\u30c7\u30a2\u3084\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u304c\u3001\u4e00\u6c17\u306b\u7d4c\u6e08\u5408\u7406\u6027\u306e\u30e9\u30a4\u30f3\uff08\u640d\u76ca\u5206\u5c90\u70b9\uff09\u3092\u8d85\u3048\u3066\u304f\u308b<\/span><\/span>\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u4f8b\u3048\u3070\u3001100\u4e07\u30c8\u30fc\u30af\u30f3\u306e\u30b3\u30f3\u30c6\u30ad\u30b9\u30c8\u304c\u30bf\u30c0\u540c\u7136\u3067\u4f7f\u3048\u308b\u306a\u3089\u3069\u3046\u306a\u308b\u3067\u3057\u3087\u3046\uff1f<br \/>\r\n<br \/>\r\n\u30fb\u4eba\u9593\u304c\u6570\u65e5\u304b\u3051\u3066\u3044\u305f\u5927\u898f\u6a21\u306a\u30b3\u30fc\u30c9\u30ea\u30d5\u30a1\u30af\u30bf\u30ea\u30f3\u30b0\u3084\u30ec\u30d3\u30e5\u30fc\u304c\u3001AI\u306b\u4e38\u6295\u3052\u53ef\u80fd\u306b\u3002<br \/>\r\n<br \/>\r\n\u30fb\u8cc7\u91d1\u529b\u306e\u306a\u3044\u65b0\u8208\u56fd\u306e\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u3084\u500b\u4eba\u958b\u767a\u8005\u304c\u3001\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u30e2\u30c7\u30eb\u3092\u30d5\u30eb\u6d3b\u7528\u3057\u305f\u30b5\u30fc\u30d3\u30b9\u3092\u6b21\u3005\u3068\u751f\u307f\u51fa\u3059\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001\u30b3\u30b9\u30c8\u4f4e\u4e0b\u306f\u300e\u65e2\u5b58\u306e\u30d1\u30a4\u306e\u7e2e\u5c0f\u300f\u3067\u306f\u306a\u304f\u3001<span class=\"b\"><span class=\"blue\">\u300e\u9700\u8981\u306e\u88fe\u91ce\u306e\u6841\u9055\u3044\u306a\u62e1\u5927\u300f<\/span>\u3092\u3082\u305f\u3089\u3059<\/span>\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u5b9f\u969b\u3001\u4eca\u5f8c\u306f\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8AI\uff08AI\u3092\u4f7f\u7528\u3057\u3066\u4eba\u9593\u306e\u4ee3\u308f\u308a\u306b\u3001\u30bf\u30b9\u30af\u3092\u5b8c\u4e86\u3055\u305b\u308b\u30b7\u30b9\u30c6\u30e0\uff09\u304c\u7206\u767a\u7684\u306b\u5897\u3048\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u304c\u3001\u30b3\u30b9\u30d1\u306e\u826f\u3044\u30e2\u30c7\u30eb\u304c\u51fa\u308c\u3070\u3001\u793e\u4f1a\u306f\u5927\u304d\u304f\u5909\u308f\u3063\u3066\u3044\u304f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3057\u3001\u305d\u306e\u6642\u306e\u9700\u8981\u306f\u6841\u9055\u3044\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u3057\u305f\u304c\u3063\u3066\u3001\u4eca\u5f8c\u3082\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u306f\u3082\u3061\u308d\u3093\u3001\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09\u306b\u6295\u8cc7\u3092\u3057\u3066\u3044\u304f\u3053\u3068\u306b\u306a\u3093\u3089\u8ff7\u3044\u306f\u3042\u308a\u307e\u305b\u3093\u3002<br \/>\r\n<h2 id=\"e9818ee58ebb1e5b9b4e3818ce8a8bce6988ee3808ee58ab9e78e87e58c96e289a0gpue4b88de8a681e3808f-5\">\u904e\u53bb1\u5e74\u304c\u8a3c\u660e\u300e\u52b9\u7387\u5316\u2260GPU\u4e0d\u8981\u300f<\/h2>\u3053\u308c\u3089\u306e\u4eee\u8aac\u306f\u3001\u3059\u3067\u306b\u5b9f\u8a3c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u524d\u56de\u306eDeepSeek\u30b7\u30e7\u30c3\u30af\uff082025\u5e741\u6708\uff09\u306e\u5f8c\u3001\u5e02\u5834\u3067\u4f55\u304c\u8d77\u304d\u305f\u304b\u632f\u308a\u8fd4\u3063\u3066\u307f\u307e\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u5f53\u6642\u3082\u300eGPU\u9700\u8981\u306f\u30d4\u30fc\u30af\u30a2\u30a6\u30c8\u300f\u300eAI\u306f\u30b3\u30e2\u30c7\u30c6\u30a3\u5316\u3059\u308b\uff08\u305d\u306e\u305f\u3081\u904e\u5f53\u7af6\u4e89\u306b\u306a\u308b\uff09\u300f\u3068\u56c1\u304b\u308c\u307e\u3057\u305f\u304c\u3001\u7d50\u679c\u306f\u3069\u3046\u3060\u3063\u305f\u3067\u3057\u3087\u3046\u304b\uff1f<br \/>\r\n<br \/>\r\n\u30a2\u30de\u30be\u30f3\u3001\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3001\u30e1\u30bf\u3068\u3044\u3063\u305f<span class=\"b\"><span class=\"bd-yellow\">\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306eCapEx\uff08\u8a2d\u5099\u6295\u8cc7\u984d\uff09\u306f\u6e1b\u308b\u3069\u3053\u308d\u304b\u6fc0\u5897<\/span><\/span>\u3057\u3066\u3044\u307e\u3059\u30022026\u5e74\u306e\u4e3b\u89814\u793e\u306e\u6295\u8cc7\u984d\u306f\u3001\u5408\u8a086,600\u5104\u30c9\u30eb\u898f\u6a21\u306b\u9054\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3055\u3089\u306b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u76f4\u8fd1\u306e\u6c7a\u7b97\u3067\u306f\u3001\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u6bd4+62%\u5897\u306e570\u5104\u30c9\u30eb\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u306f\u3053\u306e\u72b6\u6cc1\u3092\u300c\u4eba\u985e\u53f2\u4e0a\u6700\u5927\u306e\u30a4\u30f3\u30d5\u30e9\u69cb\u7bc9\u300d\u3068\u8868\u73fe\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u300e\u52b9\u7387\u5316\u304c\u9032\u3081\u3070GPU\u306f\u4e0d\u8981\u306b\u306a\u308b\u300f\u3068\u3044\u3046\u61f8\u5ff5\u306f\u3001\u5c11\u306a\u304f\u3068\u3082\u73fe\u6642\u70b9\u3067\u306f\u5b8c\u5168\u306b\u5426\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e6a0aae4bea1e381aee8b6b3e8b88fe381bfe381afe3808ee4be9be7b5a6e588b6e7b484e3808f-6\">\u682a\u4fa1\u306e\u8db3\u8e0f\u307f\u306f\u300e\u4f9b\u7d66\u5236\u7d04\u300f<\/h4>\u3067\u306f\u3001\u306a\u305c\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u682a\u4fa1\u306f\u3053\u3053\u6570\u30f6\u6708\u3001\u6a2a\u3070\u3044\u3067\u63a8\u79fb\u3057\u3066\u3044\u308b\u306e\u304b\uff1f\u305d\u3046\u7591\u554f\u306b\u601d\u3046\u65b9\u3082\u3044\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u7b54\u3048\u306f\u3001\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u304c\u6c7a\u7b97\u30b3\u30fc\u30eb\u3067\u8a9e\u3063\u305f\u5185\u5bb9\u306b\u3001\u771f\u306e\u30d2\u30f3\u30c8\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30a2\u30ca\u30ea\u30b9\u30c8\u304b\u3089\u300eAI\u5e02\u5834\u306e\u6700\u5927\u306e\u5236\u7d04\u8981\u56e0\u306f\u4f55\u304b\uff1f\u300f\u3068\u554f\u308f\u308c\u305f\u30d5\u30a2\u30f3CEO\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306b\u7b54\u3048\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\"><span class=\"blue\">\u300c\u96fb\u529b\u3001\u571f\u5730\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u3001\u305d\u306e\u3059\u3079\u3066\u3060\u300d<\/span><\/span><br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001GPU\u9700\u8981\u306f\u672c\u6765\u3082\u3063\u3068\u5927\u304d\u3044\u306f\u305a\u306a\u306e\u306b\u3001<span class=\"b\">\u96fb\u529b\u4e0d\u8db3\u3084\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u7528\u5730\u4e0d\u8db3\u3068\u3044\u3063\u305f\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306b\u3088\u3063\u3066<span class=\"blue\">\u300e\u9700\u8981\u304c\u7121\u7406\u3084\u308a\u6291\u3048\u3064\u3051\u3089\u308c\u3066\u3044\u308b\u72b6\u614b\u300f<\/span><\/span>\u306b\u3042\u308b\u306e\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3082\u3057\u9700\u8981\u304c\u6e1b\u3063\u3066\u3044\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u6c7a\u7b97\u3092\u63a7\u3048\u3066\u682a\u4fa1\u306f\u66b4\u843d\u3057\u3066\u3044\u308b\u306f\u305a\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u9ad8\u5024\u570f\u3067\u300e\u8e0a\u308a\u5834\u300f\u3092\u4f5c\u3063\u3066\u3044\u308b\u73fe\u72b6\u306f\u3001<span class=\"b\"><span class=\"bd-yellow\">\u5e02\u5834\u304c\u4f9b\u7d66\u5236\u7d04\u306e\u89e3\u6d88\u3092\u5f85\u3063\u3066\u3044\u308b\uff08\uff1d\u4e0a\u6607\u3078\u306e\u30de\u30b0\u30de\u304c\u6e9c\u307e\u3063\u3066\u3044\u308b\uff09\u72b6\u614b<\/span><\/span>\u3067\u3042\u308b\u3068\u89e3\u91c8\u3059\u308b\u306e\u304c\u81ea\u7136\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h4 id=\"e3839ce38388e383abe3838de38383e382afe381aee69cace4b8b8e3808ee3839ee382a4e382afe383ade383b3e381a8hbme3808f-7\">\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\u306e\u672c\u4e38\u300e\u30de\u30a4\u30af\u30ed\u30f3\u3068HBM\u300f<\/h4>\u3053\u306e\u4f9b\u7d66\u5236\u7d04\u306e\u4e2d\u3067\u3001\u73fe\u5728\u3082\u3063\u3068\u3082\u6df1\u523b\u304b\u3064\u91cd\u8981\u306a\u306e\u304cHBM\uff08AI\u7528\u9ad8\u5e2f\u57df\u5e45\u30e1\u30e2\u30ea\uff09\u3067\u3059\u3002<br \/>\r\n<br \/>\r\nGPU\u306f\u5358\u4f53\u3067\u306f\u6a5f\u80fd\u3057\u307e\u305b\u3093\u3002HBM\u3068\u30bb\u30c3\u30c8\u3067\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u3055\u308c\u3066\u521d\u3081\u3066\u300eAI\u30b5\u30fc\u30d0\u30fc\u300f\u3068\u3057\u3066\u7a3c\u50cd\u3057\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30de\u30a4\u30af\u30ed\u30f3\u3084TSMC\u306e\u6c7a\u7b97\u306b\u3088\u308c\u3070\u3001<span class=\"b\"><span class=\"bd-yellow\">\u73fe\u5728HBM\u306e\u4f9b\u7d66\u80fd\u529b\u306f\u3001\u9867\u5ba2\u9700\u8981\u306e50\u301c60\uff05\u7a0b\u5ea6\u3057\u304b\u6e80\u305f\u305b\u3066\u3044\u307e\u305b\u3093\u3002<\/span><\/span>\u3064\u307e\u308a\u3001\u9700\u8981\u306e\u534a\u5206\u8fd1\u304f\u304c\u300e\u304a\u9810\u3051\u300f\u3092\u98df\u3089\u3063\u3066\u3044\u308b\u7570\u5e38\u4e8b\u614b\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3055\u3089\u306b\u3001\u3053\u3053\u3067\u6ce8\u76ee\u3059\u3079\u304d\u304c\u3001DeepSeek V4\u306e\u6280\u8853\u7684\u7279\u6027\u3067\u3059\u3002\u5f7c\u3089\u304c\u63a1\u7528\u3057\u3066\u3044\u308b\u300eEngram\u6280\u8853\u300f\u306f\u30011,000\u5104\u30d1\u30e9\u30e1\u30fc\u30bf\u3082\u306e\u5de8\u5927\u306a\u30c7\u30fc\u30bf\u3092GPU\u30e1\u30e2\u30ea\u304b\u3089\u30b7\u30b9\u30c6\u30e0DRAM\u3078\u30aa\u30d5\u30ed\u30fc\u30c9\u3059\u308b\u8a2d\u8a08\u601d\u60f3\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u308c\u306f\u3001\u63a8\u8ad6\u6642\u306b\u304a\u3044\u3066<span class=\"b\"><span class=\"blue\">\u300eGPU\u306e\u8a08\u7b97\u901f\u5ea6\uff08FLOPS\uff09\u3088\u308a\u3082\u3001\u30e1\u30e2\u30ea\u306e\u5e2f\u57df\u5e45\uff08Bandwidth\uff09\u306e\u65b9\u304c\u91cd\u8981\u306b\u306a\u308b\u300f<\/span><\/span>\u3053\u3068\u3092\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001\u52b9\u7387\u5316\u30e2\u30c7\u30eb\u304c\u666e\u53ca\u3059\u308c\u3070\u3059\u308b\u307b\u3069\u3001HBM\u3084\u30e1\u30e2\u30ea\u3078\u306e\u8ca0\u8377\u30fb\u91cd\u8981\u6027\u306f\u69cb\u9020\u7684\u306b\u9ad8\u307e\u308b\u3068\u8a00\u3048\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\uff08\u3053\u308c\u3092\u5f53\u7136\u77e5\u3063\u305f\u4e0a\u3067\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3CEO\u306f\u30e1\u30e2\u30ea\u5404\u793e\u306b\u5e2f\u57df\u5e45\u30922\u500d\u306b\u3057\u3001\u30b9\u30d4\u30fc\u30c9\u3092\u4e0a\u3052\u308b\u3053\u3068\u3092\u8981\u6c42\u3057\u3066\u3044\u307e\u3059\u3002\uff09<br \/>\r\n<br \/>\r\n\u8a00\u3046\u307e\u3067\u3082\u306a\u304f\u3001\u3053\u306e\u6280\u8853\u7684\u30c8\u30ec\u30f3\u30c9\u306f\u30de\u30a4\u30af\u30ed\u30f3\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u5f37\u529b\u306a\u8ffd\u3044\u98a8\u3067\u3059\u3002<span class=\"b\">HBM\u306e\u4f9b\u7d66\u4e0d\u8db3\u304c\u7d9a\u304d\u3001DRAM\u4fa1\u683c\u304c\u9ad8\u6b62\u307e\u308a\u3059\u308b\u74b0\u5883\u306f\u3001\u5c11\u306a\u304f\u3068\u30822027\u5e74\u524d\u534a\u307e\u3067\u306f\u7d99\u7d9a\u3059\u308b<\/span>\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h5 id=\"e382a8e3838ce38393e38387e382a3e382a2e383bbe3839ee382a4e382afe383ade383b3e38292e8b2b7e38186e381aae38289e38081e6898be695b0e69699e381a8ni-8\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u30fb\u30de\u30a4\u30af\u30ed\u30f3\u3092\u8cb7\u3046\u306a\u3089\u3001\u624b\u6570\u6599\u3068NISA\u5bfe\u5fdc\u3067\u9078\u3076\u3079\u304d\/PR<\/h5>\u7c73\u56fd\u682a\u6295\u8cc7\u3067\u5229\u76ca\u3092\u6700\u5927\u5316\u3059\u308b\u306b\u306f\u3001\u70ba\u66ff\u624b\u6570\u6599\u3068\u53d6\u5f15\u624b\u6570\u6599\u306e\u5b89\u3055\u304c\u91cd\u8981\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u307e\u305f\u3001<span class=\"b\">\u65b0NISA\u306e<span class=\"blue\">\u300e\u6210\u9577\u6295\u8cc7\u67a0\u300f<\/span>\u3092\u4f7f\u3048\u3070\u3001\u7c73\u56fd\u500b\u5225\u682a\u306e\u5c06\u6765\u306e\u7206\u767a\u7684\u306a\u5229\u76ca\u3082\u975e\u8ab2\u7a0e\u306b<\/span>\u3002DeepSeek\u30b7\u30e7\u30c3\u30af\u306e\u30ea\u30d0\u30a6\u30f3\u30c9\u3092\u72d9\u3046\u306a\u3089\u3001\u7c73\u56fd\u70ba\u66ff\u624b\u6570\u6599\u304c\u6052\u4e45\u7121\u6599\u306e\u677e\u4e95\u8a3c\u5238\u304c\u6700\u9069\u89e3&#x1f447;<br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">\u25bc\u30b9\u30de\u30db\u304b\u3089\u6700\u77ed5\u5206\u3067\u7533\u3057\u8fbc\u307f\u5b8c\u4e86\uff01<\/span><\/span><br><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-green\"><span class=\"b\">\u65b0NISA\u3067\u30de\u30a4\u30af\u30ed\u30f3\u3092\u8cb7\u3046\u306a\u3089\u677e\u4e95\u8a3c\u5238<\/span><\/a><\/div><h2 id=\"e381bee381a8e38281efbc9ae4bb8ae5be8ce381aee688a6e795a5e381a8e383aae382b9e382afe8a681e59ba0-9\">\u307e\u3068\u3081\uff1a\u4eca\u5f8c\u306e\u6226\u7565\u3068\u30ea\u30b9\u30af\u8981\u56e0<\/h2>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3001\u30de\u30a4\u30af\u30ed\u30f3\u3068\u3082\u306b\u4e0a\u6607\u4f59\u5730\u306b\u3064\u3044\u3066\u306f\u3001\u307e\u3060\u307e\u3060\u3042\u308b\u69d8\u306b\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<h4 id=\"nvdiaefbc9a300e38389e383abe381afe9809ae9818ee782b9e38081e38195e38289e381aae3828be4b88ae69887e38282-10\">NVDIA\uff1a300\u30c9\u30eb\u306f\u901a\u904e\u70b9\u3001\u3055\u3089\u306a\u308b\u4e0a\u6607\u3082<\/h4>\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u73fe\u5728\u306ePER\u306f\u7d0424\u500d\uff08Nasdaq100\u4e26\u307f\uff09\u307e\u3067\u4f4e\u4e0b\u3057\u3066\u304a\u308a\u30015\u5e74\u5e73\u5747\u306e38\u500d\u3068\u6bd4\u3079\u308c\u3070\u5272\u5b89\u611f\u3059\u3089\u3042\u308a\u307e\u3059\u3002<span class=\"b\">FY2027\u306eEPS\u4e88\u60f3\uff087.66\u30c9\u30eb\uff09\u3092\u30d9\u30fc\u30b9\u306bPER40\u500d\u3067\u8a55\u4fa1\u3055\u308c\u308c\u3070\u3001\u682a\u4fa1300\u30c9\u30eb\u5230\u9054\u306f\u73fe\u5b9f\u7684\u306a\u30b7\u30ca\u30ea\u30aa<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3082\u3063\u3068\u8a00\u3063\u3066\u3057\u307e\u3048\u3070\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306f\u4e88\u60f3\u3092\u4e0a\u56de\u308bEPS\u3092\u51fa\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u304b\u3089\u3001300\u30c9\u30eb\u306f\u901a\u904e\u70b9\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41.png\" alt=\"\" width=\"2024\" height=\"1322\" class=\"alignnone size-full wp-image-34110\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41.png 2024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41-450x294.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41-1024x669.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41-260x170.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41-768x502.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41-1536x1003.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u65e5\u8db3-41-900x588.png 900w\" sizes=\"auto, (max-width: 2024px) 100vw, 2024px\" \/>&#x2714;\ufe0e<span class=\"b\">\u62bc\u3057\u76ee\u30dd\u30a4\u30f3\u30c8<\/span><br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">180\u301c182\u30c9\u30eb<\/span>\uff1a\u76f4\u8fd1\u306e\u30b5\u30dd\u30fc\u30c8\u3002\u3053\u3053\u3092\u6b7b\u5b88\u3067\u304d\u308b\u304b\u304c\u7126\u70b9\u3002<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">175\u301c178\u30c9\u30eb<\/span>\uff1a\u6b21\u306e\u9700\u8981\u5e2f\u3002\u3053\u3053\u3092\u5272\u308a\u8fbc\u3080\u3068\u6295\u3052\u304c\u51fa\u3084\u3059\u304f\u3001\u4e0b\u843d\u304c\u52a0\u901f\u3059\u308b\u30ea\u30b9\u30af\u3002<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">170\u30c9\u30eb\u4ed8\u8fd1<\/span>\uff1a200\u65e5\u79fb\u52d5\u5e73\u5747\u7dda\u7b49\u304c\u610f\u8b58\u3055\u308c\u308b\u300e\u5927\u672c\u547d\u300f\u306e\u7bc0\u76ee\u3002<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">150\u30c9\u30eb\u30be\u30fc\u30f3<\/span>\uff1a\u30d1\u30cb\u30c3\u30af\u58f2\u308a\u6642\u306e\u6700\u7d42\u9632\u885b\u30e9\u30a4\u30f3\u3002<br \/>\r\n<br \/>\r\n\u3068\u308a\u3042\u3048\u305a\u3001\u73fe\u5728\u306e180\u30c9\u30eb\u524d\u5f8c\u3067\u8cb7\u3044\u3064\u3064\u3001\u6bb5\u968e\u7684\u306b\u8ffd\u52a0\u3057\u3066\u3044\u3051\u3070\u826f\u3044\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h4 id=\"micronefbc9ae383a1e383a2e383aae38391e3838be38383e382afe381afe381bee381a0e5a78be381bee381a3e3819fe381b0e3818be3828a-11\">Micron\uff1a\u30e1\u30e2\u30ea\u30d1\u30cb\u30c3\u30af\u306f\u307e\u3060\u59cb\u307e\u3063\u305f\u3070\u304b\u308a<\/h4>HBM\u306e\u9700\u7d66\u903c\u8feb\u304c\u696d\u7e3e\u3092\u76f4\u6483\u3059\u308b\u30dc\u30fc\u30ca\u30b9\u30bf\u30a4\u30e0\u306f\u307e\u3060\u7d9a\u304f\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n12\u30f6\u6708\u5f8c\u306e\u30d5\u30a9\u30ef\u30fc\u30c9PER\u306f\u672a\u3060\u306b10\u500d\u524d\u5f8c\u3068\u3044\u3046\u5272\u5b89\u611f\u3067\u3001S&P500\u5e73\u5747\u306e23\u301c24\u500d\u7a0b\u5ea6\u3067\u8a55\u4fa1\u3055\u308c\u308b\u306e\u3067\u3042\u308c\u3070\u3001<span class=\"b\"><span class=\"bd-yellow\">\u682a\u4fa1\u306f\u500d\u306e800\u30c9\u30eb\u306b\u306a\u3063\u3066\u3082\u4e0d\u601d\u8b70\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/span><\/span><br \/>\r\n<br \/>\r\n\u30aa\u30d7\u30b7\u30e7\u30f3\u52d5\u5411\u3092\u898b\u308b\u3068IV\u30d1\u30fc\u30bb\u30f3\u30c8\u30bf\u30a4\u30eb\u306f96\uff05\u3068\u6975\u3081\u3066\u9ad8\u3044\u6c34\u6e96\u306b\u3042\u308a\u3001\u30aa\u30d7\u30b7\u30e7\u30f3\u4fa1\u683c\u304c\u9ad8\u9a30\uff08\u6df7\u307f\u5408\u3063\u3066\u3044\u308b\uff09\u72b6\u6cc1\u3067\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u5024\u52d5\u304d\u3082\u5927\u304d\u304f\u306a\u308b\u70b9\u306b\u306f\u6ce8\u610f\u3067\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31.png\" alt=\"\" width=\"2024\" height=\"1316\" class=\"alignnone size-full wp-image-34111\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31.png 2024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31-450x293.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31-1024x666.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31-260x169.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31-768x499.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31-1536x999.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/02\/\u30de\u30a4\u30af\u30ed\u30f3\u65e5\u8db31-900x585.png 900w\" sizes=\"auto, (max-width: 2024px) 100vw, 2024px\" \/>&#x2714;\ufe0e<span class=\"b\">\u62bc\u3057\u76ee\u30dd\u30a4\u30f3\u30c8<\/span><br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">400\u30c9\u30eb\u524d\u5f8c<\/span>\uff1a\u5fc3\u7406\u7684\u7bc0\u76ee\u3002\u30e9\u30a6\u30f3\u30c9\u30ca\u30f3\u30d0\u30fc\u3068\u3057\u3066\u306e\u8cb7\u3044\u652f\u3048\u3002<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">380\u301c385\u30c9\u30eb\u4ed8\u8fd1<\/span>\uff1a\u79fb\u52d5\u5e73\u5747\u7dda\u304c\u3042\u308a\u3001\u5f37\u3081\u306e\u30b5\u30dd\u30fc\u30c8\u3068\u3057\u3066\u610f\u8b58\u3055\u308c\u3084\u3059\u3044\u6c34\u6e96<br \/>\r\n<br \/>\r\n\u30fb<span class=\"b\">360\u30c9\u30eb\u53f0<\/span>:MaxPain\u304c\u4f4d\u7f6e\u3059\u308b\u3001\u30aa\u30d7\u30b7\u30e7\u30f3\u9700\u7d66\u4e0a\u306e\u6700\u7d42\u9632\u885b\u30e9\u30a4\u30f3\u3002<br \/>\r\n<h4 id=\"e7b590e8ab96efbc9ae79baee58588e381aee3838ee382a4e382bae381abe68cafe3828ae59b9ee38195e3828ce3828be381aaefbc81-12\">\u7d50\u8ad6\uff1a\u76ee\u5148\u306e\u30ce\u30a4\u30ba\u306b\u632f\u308a\u56de\u3055\u308c\u308b\u306a\uff01<\/h4>DeepSeek V4\u306e\u30ea\u30ea\u30fc\u30b9\u76f4\u5f8c\u3001\u5e02\u5834\u306f\u4e00\u6642\u7684\u306b\u52d5\u63fa\u3059\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3057\u3001\u524d\u56de\u306e\u30b7\u30e7\u30c3\u30af\u304c\u6559\u3048\u3066\u304f\u308c\u305f\u6559\u8a13\u306f\u30b7\u30f3\u30d7\u30eb\u3067\u3059\u3002<span class=\"b\"><span class=\"blue\">\u300e\u30d1\u30cb\u30c3\u30af\u58f2\u308a\u306f\u3001\u632f\u308a\u8fd4\u308c\u3070\u7d76\u597d\u306e\u8cb7\u3044\u5834\u3060\u3063\u305f\u300f<\/span><\/span>\u3068\u3044\u3046\u3053\u3068\u3002<br \/>\r\n<br \/>\r\n\u771f\u306b\u6ce8\u8996\u3059\u3079\u304d\u306f\u3001V4\u306e\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u30b9\u30b3\u30a2\u3067\u3082\u3001\u30ea\u30ea\u30fc\u30b9\u5f53\u65e5\u306e\u682a\u4fa1\u5909\u52d5\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002\u898b\u308b\u3079\u304d\u6307\u6a19\u306f\u4ee5\u4e0b\u306e2\u70b9\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u2776\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u5404\u793e\u306e2026\u5e74\u4e0b\u534a\u671f\u301c2027\u5e74\u306e\u8a2d\u5099\u6295\u8cc7\uff08CapEx\uff09\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u7dad\u6301\u3055\u308c\u308b\u304b\uff1f<\/span><br \/>\r\n<br \/>\r\n<span class=\"b\">\u2777\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u8cc7\u91d1\u8abf\u9054\u306b\u554f\u984c\u306f\u306a\u3044\u304b\uff1f<\/span>\uff08\u30de\u30fc\u30b1\u30c3\u30c8\u306e\u8cc7\u91d1\u306e\u76ee\u8a70\u307e\u308a\u306f\u306a\u3044\u304b\uff09<br \/>\r\n<br \/>\r\n\u5f15\u304d\u7d9a\u304d\u3001AI\u30d6\u30fc\u30e0\u3078\u306e\u61d0\u7591\u7684\u306a\u898b\u65b9\u304c\u6b8b\u3063\u3066\u3044\u308b\u3046\u3061\u306f\u3001\u76f8\u5834\u306b\u306f\u307e\u3060\u4e0a\u6607\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u3001\u30de\u30a4\u30af\u30ed\u30f3\u3001\u305d\u3057\u3066\u30a4\u30d3\u30c7\u30f3\u306a\u3069\u78ba\u5b9f\u306bAI\u30d6\u30fc\u30e0\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u65e5\u672c\u682a\u3002\u3053\u308c\u3089\u9298\u67c4\u9078\u3073\u3055\u3048\u9593\u9055\u3048\u306a\u3051\u308c\u3070\u3001<span class=\"b\"><span class=\"bd-yellow\">\u76ee\u5148\u306e\u30cb\u30e5\u30fc\u30b9\u306b\u53f3\u5f80\u5de6\u5f80\u305b\u305a\u3001\u3058\u3063\u304f\u308a\u3068\u8170\u3092\u636e\u3048\u3066<span class=\"blue\">\u300e\u8cb7\u3044\u300f<\/span>\u3067\u53d6\u308a\u7d44\u3080\u6226\u7565\u304c\u3001\u5f15\u304d\u7d9a\u304d\u6709\u52b9<\/span><\/span>\u3067\u3042\u308b\u3068\u8003\u3048\u307e\u3059\u3002<br \/>\r\n<h5 id=\"e68a95e8b387e381aee58b9de69597e381afe3808ee6ba96e58299e3808fe381a7e6b1bae381bee3828ae381bee38199-13\">\u6295\u8cc7\u306e\u52dd\u6557\u306f\u300e\u6e96\u5099\u300f\u3067\u6c7a\u307e\u308a\u307e\u3059<\/h5>\u3053\u306e\u8a18\u4e8b\u3092\u8aad\u3093\u3067\u300e\u306a\u308b\u307b\u3069\u300f\u3068\u601d\u3063\u305f\u3060\u3051\u3067\u306f\u3001\u8cc7\u7523\u306f\u5b88\u308c\u307e\u305b\u3093\u3002\u5b9f\u969b\u306b\u8a00\u3063\u3066\u3044\u305f\u901a\u308a\u3001\u76f8\u5834\u306f\u5927\u304d\u304f\u52d5\u304d\u30c1\u30e3\u30f3\u30b9\u304c\u6765\u3066\u3044\u307e\u3059\u3002\u305d\u3057\u3066\u3001\u3053\u306e\u30c1\u30e3\u30f3\u30b9\u3092\u6d3b\u304b\u3059\u306b\u306f\u8a3c\u5238\u53e3\u5ea7\u304c\u306a\u3051\u308c\u3070\u59cb\u307e\u308a\u307e\u305b\u3093\uff01<br \/>\r\n<br \/>\r\n\u53e3\u5ea7\u3092\u4f5c\u308b\u3060\u3051\u306a\u3089\u30bf\u30c0\u3001\u7dad\u6301\u8cbb\u3082\u4e00\u751f\u304b\u304b\u308a\u307e\u305b\u3093\u3002<span class=\"b\"><span class=\"red\">\u300e\u3042\u306e\u6642\u3001\u4f5c\u3063\u3066\u304a\u3051\u3070\u3088\u304b\u3063\u305f\u300f<\/span>\u3068\u5f8c\u6094\u3059\u308b\u524d\u306b\u3001\u307e\u305a\u306f\u7121\u6599\u3067\u3067\u304d\u308b<span class=\"blue\">\u300e\u53e3\u5ea7\u958b\u8a2d\u300f<\/span>\u3068\u3044\u3046\u7b2c\u4e00\u6b69\u3092\u8e0f\u307f\u51fa\u3057\u3066\u304f\u3060\u3055\u3044<\/span>&#x1f447;<br \/>\r\n<h4 id=\"e381bee3819ae381afe69dbee4ba95e8a8bce588b8e381a7nisae38292e9968be8a8ade38197e38288e38186-14\">&#x1f947; \u307e\u305a\u306f\u677e\u4e95\u8a3c\u5238\u3067NISA\u3092\u958b\u8a2d\u3057\u3088\u3046<\/h4>&#x25b6;\ufe0e <a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238\u3067NISA\u53e3\u5ea7\u3092\u958b\u8a2d\u3059\u308b\uff08\u7121\u6599\u30fb\u624b\u6570\u65990\u5186\uff09<\/a><br \/>\r\n<br \/>\r\n&#x1f4dd;<span class=\"b\">\u9078\u3070\u308c\u308b\u7406\u7531<\/span><br \/>\r\n&#x2714;\ufe0e NISA\u306a\u3089\u65e5\u672c\u682a\u30fb\u7c73\u56fd\u682a\u30fb\u6295\u4fe1\u3059\u3079\u3066\u624b\u6570\u65990\u5186<br \/>\r\n&#x2714;\ufe0e \u56f0\u3063\u305f\u3068\u304d\u306e\u96fb\u8a71\u30b5\u30dd\u30fc\u30c8\u304c\u795e\u5bfe\u5fdc<br \/>\r\n&#x2714;\ufe0e \u6295\u4fe1\u4fdd\u6709\u3067\u6700\u59271\uff05\u30dd\u30a4\u30f3\u30c8\u9084\u5143<br \/>\r\n&#x2714;\ufe0e \u591a\u8981\u7d20\u8a8d\u8a3c\u5fc5\u9808\u3067\u53e3\u5ea7\u4e57\u3063\u53d6\u308a\u5bfe\u7b56\u3082\u4e07\u5168<br \/>\r\n<br \/>\r\n<span class=\"b\">\u25c6STEP1<\/span> \u516c\u5f0f\u30b5\u30a4\u30c8\u3067\u7533\u3057\u8fbc\u3080<br \/>\r\n<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238\u306e\u516c\u5f0f\u30b5\u30a4\u30c8<\/a>\u306b\u30a2\u30af\u30bb\u30b9\u3057\u3066\u4e0b\u3055\u3044\u3002<br \/>\r\n<br \/>\r\n\u300c\u53e3\u5ea7\u958b\u8a2d\u300d\u30dc\u30bf\u30f3\u3092\u30bf\u30c3\u30d7\u3057\u3001\u624b\u7d9a\u304d\u3092\u9032\u3081\u307e\u3059\u3002\u7533\u3057\u8fbc\u3080\u306f\u90f5\u9001\u3088\u308a\u3082\u3001<span class=\"b\"><span class=\"red\">\u30aa\u30f3\u30e9\u30a4\u30f3\u7533\u8fbc\u307f<\/span><\/span>\u304c\u30aa\u30b9\u30b9\u30e1\uff01<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f.png\" alt=\"\" width=\"1300\" height=\"884\" class=\"alignnone size-full wp-image-31484\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f.png 1300w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-450x306.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-1024x696.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-260x177.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-768x522.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-140x96.png 140w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u7533\u3057\u8fbc\u307f-900x612.png 900w\" sizes=\"auto, (max-width: 1300px) 100vw, 1300px\" \/><div style=\"text-align: center;\"><a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\" class = \"btn btn-green\"><span class=\"b\">\u677e\u4e95\u8a3c\u5238\u306e\u516c\u5f0f\u30b5\u30a4\u30c8\u3067\u8a73\u7d30\u3092\u898b\u308b<\/span><\/a><br>\u516c\u5f0f\u30b5\u30a4\u30c8\uff1a<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">https:\/\/www.matsui.co.jp\/<\/a><\/div><br \/>\r\n<span class=\"b\">\u25c6STEP2<\/span> \u78ba\u8a8d\u66f8\u985e\u306e\u30a2\u30c3\u30d7\u30ed\u30fc\u30c9<br \/>\r\n\u672c\u4eba\u78ba\u8a8d\u3092\u30aa\u30f3\u30e9\u30a4\u30f3\u4e0a\u3067\u884c\u3046\u3053\u3068\u3067\u3001\u6700\u77ed\u5373\u65e5\u3067\u53e3\u5ea7\u958b\u8a2d\u304c\u5b8c\u4e86\u3057\u307e\u3059\u3002\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u306f\u9854\u5199\u771f\u4ed8\u304d\u30de\u30a4\u30ca\u30f3\u30d0\u30fc\u30ab\u30fc\u30c9\u306a\u30891\u679a\u3067OK\uff01\uff08\u514d\u8a31\u8a3c\uff0b\u30de\u30a4\u30ca\u30f3\u30d0\u30fc\u306e\u308f\u304b\u308b\u66f8\u985e\uff09<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e.png\" alt=\"\" width=\"1692\" height=\"1212\" class=\"alignnone size-full wp-image-31485\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e.png 1692w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-450x322.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-1024x734.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-251x180.png 251w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-768x550.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-1536x1100.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-447x320.png 447w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2025\/03\/\u672c\u4eba\u78ba\u8a8d\u66f8\u985e-893x640.png 893w\" sizes=\"auto, (max-width: 1692px) 100vw, 1692px\" \/><br \/>\r\n<span class=\"b\">\u25c6STEP3<\/span> \u53d6\u5f15\u6697\u8a3c\u756a\u53f7\u3001\u30d1\u30b9\u30ef\u30fc\u30c9\u8a2d\u5b9a<br 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