{"id":35060,"date":"2026-08-11T18:16:30","date_gmt":"2026-08-11T09:16:30","guid":{"rendered":"https:\/\/yukimama.net\/fks\/?p=35060"},"modified":"2026-08-11T18:16:30","modified_gmt":"2026-08-11T09:16:30","slug":"nvidia-ai-infrastructure","status":"publish","type":"post","link":"https:\/\/yukimama.net\/fks\/nvidia-ai-infrastructure\/","title":{"rendered":"NVIDIA\u304c5,000\u5104\u30c9\u30eb\u8d85\u3092AI\u3078\u547c\u3073\u8fbc\u3080\uff01\u30de\u30a4\u30af\u30ed\u30f3\u30fbSanDisk\u30fbSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u304c\u8df3\u306d\u308b\u300c\u672c\u5f53\u306e\u7406\u7531\u300d"},"content":{"rendered":"\u76f8\u5834\u306f\u30a4\u30de\u30a4\u30c1\u52d5\u3044\u3066\u3044\u307e\u305b\u3093\u304c\u3001\u6628\u591c\uff08\u7c73\u56fd\u6642\u95938\u670810\u65e5\uff09\u306b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u6b74\u53f2\u7684\u306a\u767a\u8868\u3092\u884c\u3044\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n\u306a\u3093\u3068\u3001<span class=\"b\"><span class=\"bd-yellow\">AI\u30a4\u30f3\u30d5\u30e9\u306e\u5efa\u8a2d\u306b5,000\u5104\u30c9\u30eb\u8d85\u306e\u7b2c\u4e09\u8005\u8cc7\u672c\u3092\u547c\u3073\u8fbc\u3080\u305f\u3081\u306e\u91d1\u878d\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u69cb\u60f3<\/span><\/span>\u3092\u3076\u3061\u4e0a\u3052\u3066\u3044\u307e\u3059&#x1f680;<br \/>\r\n<br \/>\r\n\u7d44\u3080\u76f8\u624b\u306f\u3001Apollo\u3001BlackRock\u3001Blackstone\u3001Brookfield\u3001\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u3001KKR\u306e6\u793e\u3002\u4e16\u754c\u306e\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u3092\u4ed5\u5207\u308b\u540d\u9580\u304c\u3001\u305d\u308d\u3063\u3066\u540d\u524d\u3092\u4e26\u3079\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u306e\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a1\u30f3CEO\u306fCNBC\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u3001\u58f0\u3092\u304b\u3051\u305f\u306e\u306f\u3053\u306e6\u793e\u3060\u3051\u3067\u3001\u65ad\u3063\u305f\u5148\u306f1\u793e\u3082\u306a\u304b\u3063\u305f\u3068\u8a71\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306e\u610f\u5473\u3059\u308b\u3053\u3068\u3084\u3001<span class=\"b\">\u7279\u306b\u30de\u30a4\u30af\u30ed\u30f3\uff08MU\uff09\u3084\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\uff08SNDK\uff09\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\uff08SKHY\uff09\u3068\u3044\u3063\u305f\u79c1\u306e\u4fdd\u6709\u682a\u306b\u3064\u3044\u3066\u3001\u3069\u3046\u5f71\u97ff\u3059\u308b\u306e\u304b\u3092\u89e3\u8aac<\/span>\u3057\u3066\u3044\u304d\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e7b590e8ab96e383bbe8a68be381a9e38193e3828de382923e8a18ce381a7e381bee381a8e38281-1\">&#x1f4cc; \u7d50\u8ad6\u30fb\u898b\u3069\u3053\u308d\u30923\u884c\u3067\u307e\u3068\u3081<\/h4>&#x2705; \u767a\u8868\u306e\u672c\u8cea\u306f5,000\u5104\u30c9\u30eb\u3068\u3044\u3046\u91d1\u984d\u3067\u306f\u306a\u304f\u3001<span class=\"b\">GPU\u304c<span class=\"blue\">\u300e\u878d\u8cc7\u306e\u62c5\u4fdd\u306b\u306a\u308b\u8cc7\u7523\u300f<\/span>\u3068\u3057\u3066\u6271\u308f\u308c\u59cb\u3081\u305f<\/span>\u3001\u3068\u3044\u3046\u3053\u3068&#x1f44d;<br \/>\r\n<br \/>\r\n&#x2705; \u4e00\u65b9\u3067\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u81ea\u8eab\u3082<span class=\"b\">\u6848\u4ef6\u306b\u3088\u3063\u3066\u306f\u6700\u592725\uff05\u306e<span class=\"red\">\u300e\u6b8b\u5b58\u4fa1\u5024\u652f\u63f4\u300f<\/span>\u3092\u884c\u3046<\/span>\u3053\u3068\u3067\u5faa\u74b0\u7684\u53d6\u5f15\u3092\u61f8\u5ff5\u3059\u308b\u58f0\u3082&#x1f44e;<br \/>\r\n<br \/>\r\n&#x2705; \u30e1\u30e2\u30ea\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u5404\u793e\u306b\u3068\u3063\u3066\u306f\u3001<span class=\"b\"><span class=\"bd-yellow\">2026\u5e74\u306e\u30c6\u30fc\u30de\u306f<span class=\"blue\">\u300e\u8a31\u5bb9PER\u306e\u500d\u7387\u300f<\/span><\/span><\/span>\u3002\u3044\u307e\u5e02\u5834\u306f\u30e1\u30e2\u30ea\u682a\u306b5\u301c6\u500d\u3057\u304b\u8a31\u5bb9\u3057\u3066\u3044\u306a\u3044\u3002\u3053\u308c\u306f\u300e\u3053\u306e\u5229\u76ca\u306f\u7d9a\u304b\u306a\u3044\u300f\u3068\u3044\u3046\u898b\u65b9\u3067\u3001\u4eca\u56de\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u6700\u7d42\u7684\u306b\u5927\u304d\u306a\u30d7\u30e9\u30b9\u306b&#x1f680;<br \/>\r\n<h4 id=\"e38090e9878de8a681e38091e79bb8e5a0b4e3818ce6bf80e38197e3818fe58b95e3818fe3808ee4bb8ae980b1e3808fe3818ce58b9de8b2a0-pr-2\">&#x1f4a1;\u3010\u91cd\u8981\u3011\u76f8\u5834\u304c\u6fc0\u3057\u304f\u52d5\u304f\u300e\u4eca\u9031\u300f\u304c\u52dd\u8ca0\/PR<\/h4>\u3053\u306e\u8a18\u4e8b\u306e\u5f8c\u534a\u3067\u3082\u89e3\u8aac\u3057\u307e\u3059\u304c\u3001\u660e\u65e5\u306eCPI\u30848\u670826\u65e5\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u6c7a\u7b97\u306a\u3069\u3001<span class=\"b\">\u3053\u308c\u304b\u3089\u306e\u76f8\u5834\u306f<span class=\"green\">\u300e\u65e5\u672c\u306e\u591c\u9593\uff08\u7c73\u56fd\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\uff09\u300f<\/span>\u306b\u4e00\u756a\u5927\u304d\u304f\u52d5\u304d\u307e\u3059\u3002<\/span><br \/>\r\n<br \/>\r\n<span class=\"b\"><span class=\"bd-yellow\">\u79c1\u306f17\u6642\u304b\u3089\u53d6\u5f15\u3067\u304d\u308b\u677e\u4e95\u8a3c\u5238\u3092\u30e1\u30a4\u30f3\u306b<\/span><\/span>\u3057\u3066\u3044\u307e\u3059\u304c\u3001NISA\u53e3\u5ea7\u306e\u958b\u8a2d\u306b\u306f1\u301c2\u9031\u9593\u304b\u304b\u308a\u307e\u3059\u3002\u6c7a\u7b97\u76f8\u5834\u306b\u9593\u306b\u5408\u308f\u305b\u308b\u306a\u3089\u3001\u4eca\u306e\u3046\u3061\u306b\u53e3\u5ea7\u3060\u3051\u3067\u3082\u7528\u610f\u3057\u3066\u304a\u304f\u306e\u304c\u7d76\u5bfe\u306b\u304a\u3059\u3059\u3081\u3067\u3059&#x1f338;<br \/>\r\n<br \/>\r\n&#x1f449; <a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238\u306e\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u53d6\u5f15\u3092\u898b\u308b\uff08\u7121\u6599\u30fb\u9650\u5b9a\u30ec\u30dd\u30fc\u30c8\u4ed8\uff09<\/a><br \/>\r\n<h2 id=\"e799bae8a1a8e38195e3828ce3819fe381aee381afe3808ee3818ae98791e3808fe381a7e381afe381aae3818fe3808ee4bb95e7b584e381bfe3808f-3\">\u767a\u8868\u3055\u308c\u305f\u306e\u306f\u300e\u304a\u91d1\u300f\u3067\u306f\u306a\u304f\u300e\u4ed5\u7d44\u307f\u300f<\/h2>\u307e\u305a\u30015,000\u5104\u30c9\u30eb\u3068\u3044\u3046\u6570\u5b57\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u3001<span class=\"b\">\u3053\u308c\u306f6\u3064\u306e\u91d1\u878d\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u3001\u6642\u9593\u3092\u304b\u3051\u3066\u52d5\u54e1\u3059\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u308b\u7b2c\u4e09\u8005\u8cc7\u672c\u306e\u7dcf\u984d<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3057\u304b\u3082\u73fe\u6642\u70b9\u3067\u306f\u899a\u66f8\uff08MOU\uff09\u306e\u7de0\u7d50\u6bb5\u968e\u3067\u3001\u6700\u7d42\u5951\u7d04\u306f\u3053\u308c\u304b\u3089\u3067\u3059\u306e\u3067\u3001\u5b57\u9762\u307b\u3069\u306e\u30a4\u30f3\u30d1\u30af\u30c8\u304c\u306a\u3044\u3068\u8a00\u308f\u308c\u308c\u3070\u3001\u305d\u3046\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n\u3067\u306f\u4f55\u304c\u6b74\u53f2\u7684\u3067\u4f55\u304c\u65b0\u3057\u3044\u306e\u304b\u3001\u3053\u3053\u304c\u5927\u304d\u306a\u30dd\u30a4\u30f3\u30c8\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u308c\u307e\u3067\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u5efa\u3066\u308b\u304a\u91d1\u306e\u51fa\u3069\u3053\u308d\u306f\u3001\u307b\u307c\u4e00\u629e\u3067\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u30b0\u30fc\u30b0\u30eb\u3084\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3001\u30e1\u30bf\u3068\u3044\u3063\u305f\u5de8\u5927\u30c6\u30c3\u30af\u4f01\u696d\uff08\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\uff09\u304c\u3001\u81ea\u793e\u306e\u7a3c\u304e\u304b\u3089\u8a2d\u5099\u6295\u8cc7\u3068\u3057\u3066\u51fa\u3059\u3002<br \/>\r\n<br \/>\r\n\u3042\u308b\u3044\u306f\u3001\u6700\u8fd1\u3067\u306f\u65b0\u898f\u306b\u682a\u3092\u767a\u884c\u3057\u3066\u8cc7\u91d1\u8abf\u9054\u3057\u305f\u308a\u3001\u793e\u50b5\u3092\u767a\u884c\u3057\u305f\u308a\u3057\u3066\u8cc7\u91d1\u8abf\u9054\u3092\u3057\u3066\u304d\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n\u3060\u304b\u3089\u3053\u305d\u3001\u6c7a\u7b97\u306e\u305f\u3073\u306b\u30e1\u30ac\u30c6\u30c3\u30af\u306e\u8a2d\u5099\u6295\u8cc7\uff08CapEx\uff09\u306e\u6570\u5b57\u3092\u8840\u773c\u3067\u8ffd\u3044\u304b\u3051\u3066\u304d\u305f\u308f\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u3057\u3066\u3001<span class=\"b\"><span class=\"bd-yellow\">\u4eca\u56de\u4f5c\u308d\u3046\u3068\u3057\u3066\u3044\u308b\u306e\u306f\u3001\u305d\u3053\u306b\u4e26\u3076\u3082\u3046\u4e00\u672c\u306e\u5de8\u5927\u306a\u30eb\u30fc\u30c8<\/span><\/span>\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning.png\" alt=\"\" width=\"1672\" height=\"941\" class=\"alignnone size-full wp-image-35063\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning.png 1672w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning-450x253.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning-1024x576.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning-260x146.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning-768x432.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning-1536x864.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/nvidia-ai-financing-500-billion-meaning-900x507.png 900w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/>\u30fb<span class=\"b\">AI\u9700\u8981\u304c\u3042\u308b<\/span><br \/>\r\n\u3000\u2193<br \/>\r\n\u30fb<span class=\"b\">GPU\u304c\u5c06\u6765\u751f\u3080\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u91d1\u878d\u6a5f\u95a2\u304c\u8a55\u4fa1\u3059\u308b<\/span><br \/>\r\n\u3000\u2193<br \/>\r\n\u30fb<span class=\"b\">\u878d\u8cc7\u3001\u9577\u671f\u8cc7\u672c\u304c\u5165\u308b<\/span><br \/>\r\n\u3000\u2193<br \/>\r\n\u30fb<span class=\"b\">AI\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u304c\u5efa\u3064<\/span><br \/>\r\n\u3000\u2193<br \/>\r\n\u30fb<span class=\"b\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306eGPU\u304c\u58f2\u308c\u308b<\/span><br \/>\r\n<br \/>\r\n\u767a\u96fb\u6240\u3001\u9ad8\u901f\u9053\u8def\u3001\u822a\u7a7a\u6a5f\u3001\u5546\u696d\u4e0d\u52d5\u7523\u2026etc\u3002\u4e16\u754c\u306e\u91d1\u878d\u5e02\u5834\u306b\u306f\u3001\u3053\u3046\u3044\u3063\u305f\u300e\u9577\u304f\u52d5\u3044\u3066\u3001\u9577\u304f\u7a3c\u3050\u8a2d\u5099\uff08\u30a4\u30f3\u30d5\u30e9\uff09\u300f\u306b\u304a\u91d1\u3092\u8cb8\u3059\u4ed5\u7d44\u307f\u304c\u5b8c\u6210\u3057\u3066\u3044\u307e\u3059\u3002<span class=\"b\"><span class=\"bd-yellow\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306fGPU\u3092\u3053\u308c\u3089\u30a4\u30f3\u30d5\u30e9\u306b\u52a0\u3048\u3088\u3046<\/span><\/span>\u3068\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u5bb6\u8a08\u3067\u305f\u3068\u3048\u308b\u306a\u3089\u3001\u3053\u308c\u307e\u3067\u306f\u300e\u8caf\u91d1\u304c\u3042\u308b\u4eba\u3057\u304b\u5bb6\u3092\u5efa\u3066\u3089\u308c\u306a\u304b\u3063\u305f\u300f\u306e\u304c\u3001\u4f4f\u5b85\u30ed\u30fc\u30f3\u3068\u3044\u3046\u5546\u54c1\u304c\u3067\u304d\u3066\u5efa\u3066\u3089\u308c\u308b\u4eba\u304c\u4e00\u6c17\u306b\u5897\u3048\u305f\u3001\u3068\u3044\u3046\u69cb\u9020\u5909\u5316\u306b\u8fd1\u3044\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<h2 id=\"e98db5e381a8e381aae3828be3808ee6ae8be5ad98e4bea1e580a4e3808f-4\">&#x1f513;\u9375\u3068\u306a\u308b\u300e\u6b8b\u5b58\u4fa1\u5024\u300f<\/h2>\u4e00\u65b9\u3001\u8cb8\u3059\u5074\u304c\u3044\u3061\u3070\u3093\u6016\u3044\u306e\u306f\u3001\u62c5\u4fdd\u306e\u5024\u5d29\u308c\u3067\u3059\u30023\u5e74\u3067\u4e8c\u675f\u4e09\u6587\u306b\u306a\u308b\u30a4\u30f3\u30d5\u30e9\uff08\u5efa\u7269\u3001\u822a\u7a7a\u6a5f\u306a\u3069\uff09\u306b\u306f\u3001\u8ab0\u3082\u304a\u91d1\u3092\u8cb8\u3057\u3066\u304f\u308c\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n\u305d\u3053\u3067\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u6301\u3061\u51fa\u3057\u3066\u3044\u308b\u306e\u304c\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u6750\u6599\u3067\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n&#x1f538; 2020\u5e74\u306b\u6295\u5165\u3057\u305fA100\u306f\u3001<span class=\"b\">6\u5e74\u305f\u3063\u305f\u4eca\u3082\u5b66\u7fd2\u30fb\u63a8\u8ad6\u30fbHPC\u306e\u73fe\u5834\u3067\u5546\u7528\u7a3c\u50cd<\/span>\u3057\u3066\u3044\u308b<br \/>\r\n<br \/>\r\n&#x1f538; H100\u306e1\u5e74\u5951\u7d04\u30ec\u30f3\u30bf\u30eb\u4fa1\u683c\u306f\u3001<span class=\"b\">2025\u5e7410\u6708\u306e1GPU\u6642\u9593\u3042\u305f\u308a\u7d041.70\u30c9\u30eb\u304b\u3089\u30012026\u5e743\u6708\u306b\u306f\u7d042.35\u30c9\u30eb\u3078\u4e0a\u6607<\/span>\u3057\u305f<br \/>\r\n<br \/>\r\n&#x1f538; \u8907\u6570\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u30aa\u30f3\u30c7\u30de\u30f3\u30c9\u4fa1\u683c\u306e\u4e2d\u592e\u5024\u3082\u3001<span class=\"b\">\u540c\u3058\u671f\u9593\u306b\u7d042.00\u30c9\u30eb\u304b\u30892.70\u30c9\u30eb\u3078\u4e0a\u304c\u3063\u3066\u3044\u308b<\/span><br \/>\r\n<br \/>\r\n&#x1f538; Blackwell\u4e16\u4ee3\u306f\u3055\u3089\u306b\u5272\u9ad8\u3067\u3001<span class=\"b\">B200\u306e\u30af\u30e9\u30a6\u30c9\u4fa1\u683c\u306f1GPU\u6642\u9593\u3042\u305f\u308a\u304a\u3088\u305d5.30\u301c7.05\u30c9\u30eb<\/span><br \/>\r\n<br \/>\r\n\u666e\u901a\u3001\u6a5f\u68b0\u306f\u53e4\u304f\u306a\u308b\u307b\u3069\u8cb8\u51fa\u4fa1\u683c\u304c\u4e0b\u304c\u308a\u307e\u3059\u3002\u3068\u3053\u308d\u304cGPU\u306f\u4e2d\u53e4\u306e\u7a3c\u50cd\u5358\u4fa1\u307e\u3067\u3082\u304c\u4e0a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\nAI\u9700\u8981\u305d\u306e\u3082\u306e\u306e\u5897\u52a0\u306f\u3082\u3061\u308d\u3093\u3001<span class=\"b\"><span class=\"bd-yellow\">CUDA\uff08\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff09\u306e\u6027\u80fd\u5411\u4e0a\u3082\u76f8\u307e\u3063\u3066\u3001\u65e7\u4e16\u4ee3\u306e\u96fb\u529b\u52b9\u7387\u3092\u5f15\u304d\u4e0a\u3052\u3089\u308c\u3001\u540c\u3058\u30cf\u30fc\u30c9\u306e\u307e\u307e\u751f\u7523\u91cf\u304c\u5897\u3048\u3066\u3044\u304f<\/span><\/span>\u3001\u3068\u3044\u3046\u306e\u304c\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u4e3b\u5f35\u3067\u3059\u3002<br \/>\r\n<h2 id=\"e4b880e696b9e381a7e5beaae792b0e98791e89e8de381b8e5afbee38199e3828be8ada6e68892e6849fe38282-5\">\u4e00\u65b9\u3067\u5faa\u74b0\u91d1\u878d\u3078\u5bfe\u3059\u308b\u8b66\u6212\u611f\u3082<\/h2>\u4e00\u65b9\u3001\u30de\u30fc\u30af\u30fb\u30ad\u30e5\u30fc\u30d0\u30f3\u3068\u30de\u30a4\u30b1\u30eb\u30fb\u30d0\u30fc\u30ea\u3068\u3044\u3063\u305f\u91d1\u878d\u754c\u306e\u91cd\u93ae\u304b\u3089\u306f\u3001\u6279\u5224\u306e\u58f0\u304c\u4e0a\u304c\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u5b9f\u306f\u3001<span class=\"b\"><span class=\"bd-yellow\">\u6848\u4ef6\u306b\u3088\u3063\u3066\u306f\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u81ea\u8eab\u304c\u3001\u6b8b\u5b58\u4fa1\u5024\u30d9\u30fc\u30b9\u3067\u6700\u592725\uff05\u306e\u652f\u63f4\u3092\u884c\u3046\u53ef\u80fd\u6027\u304c\u3042\u308b<\/span><\/span>\u3068\u3057\u3066\u3044\u308b\u70b9\u304c\u3001\u554f\u984c\u8996\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u308c\u306f\u3001\u81ea\u793e\u88fd\u54c1\uff08\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306eGPU\uff09\u3092\u8cb7\u3046\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u3001\u58f2\u308a\u624b\u3067\u3042\u308b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u81ea\u8eab\u304c\u3001\u305d\u306e\u8cc7\u91d1\u306e\u624b\u5f53\u3066\u3059\u308b\u3053\u3068\u306b\u4ed6\u306a\u308a\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u69cb\u9020\u306f\u3001\u9700\u8981\u306e\u672c\u5f53\u306e\u5f37\u3055\u3092\u898b\u3048\u306b\u304f\u304f\u3057\u307e\u3059\u3002\u5b9f\u9700\u3067\u8cb7\u308f\u308c\u3066\u3044\u308b\u306e\u304b\u3001\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u81ea\u8eab\u304b\u3089\u8cc7\u91d1\u3092\u878d\u901a\u3057\u3066\u3082\u3089\u3063\u305f\u304b\u3089\u8cb7\u3048\u3066\u3044\u308b\u306e\u304b\u3001\u4e00\u898b\u3059\u308b\u3068\u898b\u3048\u306b\u304f\u304f\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u597d\u6cc1\u6642\u306f\u3053\u308c\u3067GPU\u9700\u8981\u3092\u3055\u3089\u306b\u5897\u5e45\u3067\u304d\u307e\u3059\u3002\u3057\u304b\u3057AI\u9700\u8981\u304c\u5931\u901f\u3059\u308c\u3070\u3001<br \/>\r\n<br \/>\r\n&#x274c;<span class=\"b\">\u9867\u5ba2\uff08GPU\uff09\u306e\u7a3c\u50cd\u7387\u4f4e\u4e0b<\/span><br \/>\r\n\u3000\u2193<br \/>\r\n&#x274c;<span class=\"b\">\u8fd4\u6e08\u80fd\u529b\u60aa\u5316<\/span><br \/>\r\n\u3000\u2193<br \/>\r\n&#x274c;<span class=\"b\">\u4e2d\u53e4GPU\u4fa1\u683c\u4e0b\u843d<\/span><br \/>\r\n\u3000\u2193<br \/>\r\n&#x274c;<span class=\"b\">\u65b0\u898fGPU\u8ca9\u58f2\u6e1b\u5c11\u3001\u3055\u3089\u306b\u6b8b\u5b58\u4fa1\u5024\u652f\u63f4\u307e\u3067\u8ca0\u62c5\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u2026<\/span><br \/>\r\n<br \/>\r\n\u3068\u3044\u3046\u60aa\u5faa\u74b0\u3067\u3001\u30ea\u30b9\u30af\u304c\u4e00\u6c17\u306b\u540c\u3058\u65b9\u5411\u3078\u52d5\u304f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002\u307e\u3055\u306b\u3053\u3053\u3092\u4ee5\u524d\u304b\u3089\u8b66\u6212\u3057\u3066\u3044\u308b\u306e\u304c\u30ad\u30e5\u30fc\u30d0\u30f3\u3068\u30d0\u30fc\u30ea\u3068\u3044\u3046\u308f\u3051\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u30ad\u30e5\u30fc\u30d0\u30f3\u306f\u3001<span class=\"b\">\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304cAI\u30d6\u30fc\u30e0\u306b\u304a\u3044\u3066\u9867\u5ba2\u3078\u306e\u8cc7\u91d1\u4f9b\u7d66\u3092\u652f\u3048\u308b\u5b58\u5728\u306b\u306a\u308a\u3059\u304e\u3066\u304a\u308a\u3001\u7af6\u5408\u30c1\u30c3\u30d7\u306e\u6280\u8853\u9769\u65b0\u306a\u3069\u4e00\u3064\u306e\u5909\u5316\u3067\u9023\u9396\u7684\u306b\u5d29\u308c\u308b\u5371\u967a\u3092\u6307\u6458<\/span>\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30d0\u30fc\u30ea\u3082\u3001\u3053\u3046\u3057\u305f\u8cc7\u91d1\u5faa\u74b0\u306b\u3088\u3063\u3066\u672c\u6765\u306e\u6700\u7d42\u9700\u8981\u4ee5\u4e0a\u306bGPU\u8cfc\u5165\u304c\u81a8\u3089\u3080\u300e\u5faa\u74b0\u7684\u306a\u652f\u51fa\u300f\u3092\u554f\u984c\u8996\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u8981\u3059\u308b\u306b\u3001\u91d1\u878d\u304cAI\u9700\u8981\u3092\u52a0\u901f\u3055\u305b\u308b\u307b\u3069\u3001\u9006\u56de\u8ee2\u3057\u305f\u3068\u304d\u306e\u7834\u58ca\u529b\u3082\u5927\u304d\u304f\u306a\u308b\u305f\u3081\u3001\u6700\u5f8c\u306f\u30d0\u30d6\u30eb\u5d29\u58ca\u7684\u306a\u5024\u52d5\u304d\u3092\u898b\u305b\u308b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<br \/>\r\n<br \/>\r\nAI\u9700\u8981\u304c\u7de9\u3081\u3070\u3001\u3053\u3046\u3044\u3063\u305f\u30ea\u30b9\u30af\u304c\u3042\u308b\u3053\u3068\u306f\u899a\u3048\u3066\u304a\u304d\u307e\u3057\u3087\u3046\u3002\u3082\u3063\u3068\u3082\u3001<span class=\"b\"><span class=\"bd-yellow\">\u73fe\u6bb5\u968e\u3067\u306f\u9700\u8981\u304c\u30d0\u30ea\u30d0\u30ea\u5f37\u3044\u306e\u3067\u3001\u5168\u304f\u6c17\u306b\u3059\u308b\u3053\u3068\u306f\u306a\u3044<\/span><\/span>\u3067\u3059\u3051\u3069\u306d\u3002<br \/>\r\n<h2 id=\"aie6a0aae381afe4bd95e38292e7b994e3828ae8bebce38293e381a7e38184e3828be381aee3818befbc9f-6\">AI\u682a\u306f\u4f55\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b\u306e\u304b\uff1f<\/h2>\u3053\u3053\u304c\u4eca\u56de\u3001\u3082\u3063\u3068\u3082\u66f8\u304d\u305f\u304b\u3063\u305f\u3068\u3053\u308d\u3067\u3059\u3002\u30de\u30a4\u30af\u30ed\u30f3\u3084\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3001SK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3068\u3044\u3063\u305f\u30e1\u30e2\u30ea\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u682a\u3001AI\u9298\u67c4\u306f\u4e00\u4f53\u4f55\u3092\u7e54\u308a\u8fbc\u3093\u3067\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<br \/>\r\n<br \/>\r\n\u4ee5\u524d\u304b\u3089\u7e70\u308a\u8fd4\u3057\u3066\u3044\u308b\u901a\u308a\u300112\u30f6\u6708\u5f8c\u306e\u4e88\u60f3PER\uff08\u682a\u4fa1\u53ce\u76ca\u7387\uff1a\u682a\u4fa1\u304c\u4f01\u696d\u306e\u5229\u76ca\u306b\u5bfe\u3057\u3066\u3069\u308c\u3060\u3051\u5272\u5b89\u304b\u5272\u9ad8\u304b\u3092\u793a\u3059\u6307\u6a19\uff09\u306f\u30015\u301c7\u500d\u53f0\u3068\u6975\u3081\u3066\u5272\u5b89\u306b\u653e\u7f6e\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3067\u306f\u3001\u306a\u305c\u3053\u3053\u307e\u3067\u5272\u5b89\u306b\u653e\u7f6e\u3055\u308c\u3066\u3044\u308b\u306e\u304b\u3068\u8a00\u3048\u3070\u3001<span class=\"b\"><span class=\"bd-yellow\">\u5e02\u5834\u306f<span class=\"red\">\u300e\u3053\u306e\u5229\u76ca\u306f\u9577\u7d9a\u304d\u3057\u306a\u3044\u300f<\/span>\u3068\u8003\u3048\u3066\u3044\u308b<\/span><\/span>\u3053\u3068\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u30e1\u30e2\u30ea\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u306f\u3001\u30b7\u30ea\u30b3\u30f3\u30b5\u30a4\u30af\u30eb\u306e\u4e2d\u5fc3\u306b\u3042\u308b\u7523\u696d\u3067\u3001\u4fa1\u683c\u304c\u4e0a\u304c\u3063\u3066\u3044\u308b\u3042\u3044\u3060\u306f\u5229\u76ca\u304c\u7206\u767a\u3057\u3001\u4f9b\u7d66\u304c\u8ffd\u3044\u3064\u304f\u3068\u5229\u76ca\u304c\u30bc\u30ed\u3069\u3053\u308d\u304b\u30de\u30a4\u30ca\u30b9\u307e\u3067\u307e\u3067\u843d\u3061\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u3001\u904e\u53bb\u306b\u4f55\u5ea6\u3082\u8d77\u304d\u3066\u304d\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n\u3060\u304b\u3089\u5e02\u5834\u306f\u3001<span class=\"b\"><span class=\"red\">\u300e\u30d4\u30fc\u30af\u5229\u76ca\u30fb\u4f4ePER\u300f<\/span>\u3068\u3044\u3046\u8003\u3048\u65b9\u3067\u3001\u5272\u5b89\u3060\u3051\u3069\u3082\u5229\u76ca\u304c\u7d9a\u304b\u306a\u3044\u304b\u3089\u8cb7\u308f\u306a\u3044\u3001\u3068\u3044\u3046\u65b9\u5411\u306b\u50be\u3044\u3066\u3044\u308b<\/span>\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001\u3044\u307e\u6ce8\u76ee\u3059\u3079\u304d\u306a\u306e\u306f\u3001<span class=\"b\"><span class=\"bd-yellow\">\u300ePER\u304c\u5b89\u3044\u304b\u3069\u3046\u304b\u300f\u3068\u3044\u3046\u3088\u308a\u3082\u3001<span class=\"blue\">\u300e\u3053\u306e\u5229\u76ca\u304c\u3044\u3064\u307e\u3067\u7d9a\u304f\u306e\u304b\u300f<\/span><\/span><\/span>\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u305d\u3057\u3066\u3001\u3053\u306e\u300e\u3044\u3064\u307e\u3067\u300f\u306e\u5e02\u5834\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u306f\u3001\u3044\u307e2027\u5e74\u3068\u898b\u3089\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n&#x2714;\ufe0e\u30b7\u30c6\u30a3\u306f\u4eca\u67087\u65e5\u3001\u30de\u30a4\u30af\u30ed\u30f3\u306e\u76ee\u6a19\u682a\u4fa1\u30921,400\u30c9\u30eb\u304b\u30891,150\u30c9\u30eb\u307818\uff05\u5f15\u304d\u4e0b\u3052\u3001<span class=\"b\">\u30e1\u30e2\u30ea\u4fa1\u683c\u306e\u30d4\u30fc\u30af\u30922027\u5e74\u524d\u534a<\/span>\u3068\u3057\u3001\u305d\u308c\u4ee5\u964d\u306f\u4fa1\u683c\u304c\u4e0b\u304c\u308b\u3068\u3057\u307e\u3057\u305f&#x1f44e;<br \/>\r\n<br \/>\r\n&#x2714;\ufe0eTrendForce\u306f\u30012026\u5e74\u306eNAND\u4e0d\u8db3\u304c<span class=\"b\">2027\u5e74\u5f8c\u534a\u306b\u304b\u3051\u3066\u9700\u7d66\u5747\u8861\u306b\u5411\u304b\u3046<\/span>\u3068\u3057\u3066\u3044\u307e\u3059&#x1f44e;<br \/>\r\n<br \/>\r\n&#x2714;\ufe0eSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3068\u30b5\u30e0\u30b9\u30f3\u306f\u3001<span class=\"b\">\u5408\u8a08\u3067\u6700\u59271\u51463,000\u5104\u30c9\u30eb\u3068\u3082\u5831\u3058\u3089\u308c\u308b\u5897\u7523\u8a08\u753b<\/span>\u3092\u9032\u3081\u3066\u3044\u307e\u3059&#x1f44e;<br \/>\r\n<br \/>\r\n\u3053\u306e\u3088\u3046\u306b\u3001\u5e02\u5834\u306f\u3053\u308c\u304b\u3089\u4f9b\u7d66\u3082\u5897\u3048\u3001<span class=\"b\"><span class=\"red\">\u300e2027\u5e74\u306e\u3069\u3053\u304b\u3067\u30d4\u30fc\u30af\u3092\u8fce\u3048\u3001\u305d\u306e\u5f8c\u306f\u843d\u3061\u3066\u3044\u304f\u3060\u3051\u300f<\/span>\u3068\u3044\u3046\u524d\u63d0\u3067\u30015\u301c7\u500d\u3068\u3044\u3046\u6975\u3081\u3066\u4f4e\u3044PER\u3057\u304b\u8a31\u5bb9\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/span><br \/>\r\n<br \/>\r\n\u3057\u305f\u304c\u3063\u3066\u3001\u3053\u306e\u524d\u63d0\u304c\u6b63\u3057\u3044\u306a\u3089\u4eca\u306e\u30e1\u30e2\u30ea\u682a\u306f\u59a5\u5f53\u306a\u4fa1\u683c\u3067\u3042\u308a\u3001\u3053\u306e\u524d\u63d0\u304c\u5f8c\u308d\u306b\u30ba\u30ec\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u3044\u307e\u306e\u682a\u4fa1\u306f\u6975\u3081\u3066\u5272\u5b89\u3001\u3068\u3044\u3046\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<h2 id=\"e38394e383bce382afe3818ce5be8ce382bae383ace381aae38289pere381aee8a68be79bb4e38197e38282-7\">\u30d4\u30fc\u30af\u304c\u5f8c\u30ba\u30ec\u306a\u3089PER\u306e\u898b\u76f4\u3057\u3082<\/h2>\u4eca\u56de\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u3069\u3053\u306b\u52b9\u304f\u306e\u304b\uff1f\u7d50\u8ad6\u304b\u3089\u8a00\u3048\u3070\u30012026\u5e74\u306e\u76f4\u8fd1\u306e\u5229\u76ca\u306b\u306f1\u30df\u30ea\u3082\u52b9\u304d\u307e\u305b\u3093\u3002<span class=\"b\">\u52b9\u304f\u306e\u306f\u5c06\u6765\u7684\u306a<span class=\"blue\">\u300e\u8a31\u5bb9PER\u300f<\/span><\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3082\u3057\u4e16\u754c\u306e\u9577\u671f\u30a4\u30f3\u30d5\u30e9\u30de\u30cd\u30fc\u304cAI\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306b\u5165\u3063\u3066\u304d\u3066\u3001\u5efa\u8a2d\u8a08\u753b\u304c\u300e10\u5e74\u30ed\u30fc\u30f3\u306e\u7bc4\u56f2\u300f\u3067\u7d44\u307e\u308c\u308b\u3088\u3046\u306b\u306a\u308c\u3070\u3001\u9700\u8981\u306e\u671f\u9593\u305d\u306e\u3082\u306e\u304c\u5f8c\u308d\u306b\u4f38\u3073\u3066\u3044\u304f\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u3064\u307e\u308a\u3001\u300e2027\u5e74\u306b\u7d42\u308f\u308b\u300f\u3068\u601d\u308f\u308c\u3066\u3044\u305f\u5229\u76ca\u304c\u3082\u3063\u3068\u9577\u304f\u7d9a\u304f\u3068\u5e02\u5834\u304c\u5224\u65ad\u3059\u308c\u3070\u3001\u52d5\u304f\u306e\u306fEPS\uff081\u682a\u3042\u305f\u308a\u5229\u76ca\uff09\u3060\u3051\u3067\u306f\u306a\u304f\u3001\u8a31\u5bb9PER\u3068\u3044\u3046\u3053\u3068\u306b\u3082\u306a\u308b\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u4f8b\u3048\u3070\u3001<span class=\"b\"><span class=\"bd-yellow\">\u30de\u30a4\u30af\u30ed\u30f3\u306ePER\u304c7\u500d\u304b\u308910\u500d\u306b\u898b\u76f4\u3055\u308c\u305f\u3068\u3059\u308b\u3068\u3001\u4eee\u306b\u5229\u76ca\uff08EPS\/1\u682a\u3042\u305f\u308a\u7d14\u5229\u76ca\uff09\u304c1\u30c9\u30eb\u3082\u5897\u3048\u306a\u304f\u3066\u3082\u682a\u4fa1\u306f\u7d0443\uff05\u4e0a\u304c\u308b<\/span><\/span>\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002<br \/>\r\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained.png\" alt=\"\" width=\"1448\" height=\"1086\" class=\"alignnone size-full wp-image-35065\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained.png 1448w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained-450x338.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained-1024x768.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained-240x180.png 240w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained-768x576.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained-427x320.png 427w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/memory-stocks-per-rerating-explained-853x640.png 853w\" sizes=\"auto, (max-width: 1448px) 100vw, 1448px\" \/>\u3053\u308c\u304c\u3001\u4eca\u56de\u306e\u30cb\u30e5\u30fc\u30b9\u304c\u6301\u3064\u6700\u5927\u306e\u610f\u5473\u3067\u3059\u3002\u305f\u3060\u3057\u3001<br \/>\r\n<br \/>\r\n\u2776\u307e\u3060MOU\uff08\u899a\u66f8\uff09\u6bb5\u968e\u3067\u3042\u308a\u3001<span class=\"b\">\u5b9f\u5f3e\u304c\u3044\u304f\u3089\u52d5\u304f\u304b\u672a\u78ba\u5b9a<\/span><br \/>\r\n<br \/>\r\n\u2777<span class=\"b\">8\u301c9\u6708\u306f\u4e00\u5e74\u3067\u6700\u3082\u9700\u7d66\u304c\u8352\u308c\u308b\u8584\u5546\u3044\u306e\u6642\u671f<\/span><br \/>\r\n<br \/>\r\n\u2778\u76f4\u8fd1\u306e\u7b54\u3048\u5408\u308f\u305b\u304c<span class=\"b\"><span class=\"red\">\u300e13\u65e5\u306e\u30b5\u30f3\u30c7\u30a3\u30b9\u30afInvestor Day\u300f<\/span>\u3068<span class=\"red\">\u300e26\u65e5\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u6c7a\u7b97\u300f<\/span>\u3067\u6765\u308b<\/span><br \/>\r\n<br \/>\r\n\u3053\u308c\u3089\u306e\u3053\u3068\u3092\u8e0f\u307e\u3048\u308b\u3068\u3001\u4e00\u6c17\u306b\u5168\u529b\u3067\u8cb7\u3046\u3068\u3044\u3046\u3088\u308a\u306f\u30019\u6708\u3044\u3063\u3071\u3044\u3067\u30d5\u30eb\u30dd\u30b8\u306b\u3059\u308b\u6c17\u6301\u3061\u3067\u3001\u5927\u304d\u304f\u4e0b\u304c\u3063\u305f\u65e5\u306b\u62fe\u3063\u3066\u3044\u304f\u3068\u3044\u3046\u30a4\u30e1\u30fc\u30b8\u3067\u826f\u3044\u3067\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u4fa1\u683c\u3082\u5927\u4e8b\u3067\u3059\u304c\u3001\u6761\u4ef6\u3082\u91cd\u8981\u3067\u3059\u304b\u3089\u306d\u3002\u660e\u65e5\u306e\u7c73CPI\u3082\u3042\u308a\u307e\u3059\u3057\u3001\u3059\u3067\u306b\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6301\u3063\u3066\u3044\u308b\u306e\u3067\u3042\u308c\u3070\u3001\u3058\u3063\u304f\u308a\u8cb7\u3044\u9032\u3081\u3066\u3044\u304d\u307e\u3057\u3087\u3046\u3002<br \/>\r\n<br \/>\r\n\u3082\u3061\u308d\u3093\u3001<span class=\"b\"><span class=\"bd-yellow\">\u65b0\u898f\u3067\u6295\u8cc7\u3092\u59cb\u3081\u308b\u65b9\u306f\u3001\u682a\u4fa1\u304c\u5927\u304d\u304f\u8abf\u6574\u3057\u305f\u4eca\u304c\u30c1\u30e3\u30f3\u30b9<\/span><\/span>\u304b\u3068\u601d\u3044\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u7c73\u56fd\u682a\u306f1\u682a\u5358\u4f4d\u3067\u8cb7\u3048\u3001\u7279\u306bSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u306a\u3069\u306f\u6700\u3082\u5272\u5b89\u306aPER\u8a55\u4fa1\u3067\u3042\u308a\u30012\u4e07\u5186\u7a0b\u5ea6\u304b\u3089\u30b3\u30c4\u30b3\u30c4\u6295\u8cc7\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n\u79c1\u306f\u30b5\u30f3\u30c7\u30a3\u30b9\u30af\u3084\u30de\u30a4\u30af\u30ed\u30f3\u3092\u3059\u3067\u306b\u6301\u3063\u3066\u3044\u307e\u3059\u306e\u3067\u3001<span class=\"b\">\u4eca\u5f8c\u306fSK\u30cf\u30a4\u30cb\u30c3\u30af\u30b9\u3092\u512a\u5148\u7684\u306b\u62fe\u3063\u3066\u3044\u304f\u4e88\u5b9a<\/span>\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3068\u3044\u3046\u308f\u3051\u3067\u3001\u7d50\u8ad6\u3092\u30ba\u30d0\u30ea\uff01\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u30921\u884c\u306b\u3059\u308b\u3068\u3001<br \/>\r\n<br \/>\r\n&#x2714;\ufe0e<span class=\"b\">\u300eAI\u6295\u8cc7\u306e\u4e0a\u9650\u304c\u3001\u30c6\u30c3\u30af\u4f01\u696d\u306e\u8ca1\u5e03\u304b\u3089\u4e16\u754c\u306e\u91d1\u878d\u5e02\u5834\u306e\u8ca1\u5e03\u306b\u5909\u308f\u308a\u306f\u3058\u3081\u305f\u300f<\/span><br \/>\r\n<br \/>\r\n\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u304c\u5b9f\u9700\u306b\u5316\u3051\u308c\u3070\u3001\u30e1\u30e2\u30ea\u682a\u306ePER\u306f\u898b\u76f4\u3055\u308c\u3001\u682a\u4fa1\u306f\u5927\u304d\u304f\u8df3\u306d\u308b\u30dd\u30c6\u30f3\u30b7\u30e3\u30eb\u3092\u79d8\u3081\u3066\u3044\u308b\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\uff01<br \/>\r\n<h2 id=\"e69c80e5be8ce381abe381b2e381a8e381a4e381a0e38191e38081e69982e99693e381aee8a9b1-pr-8\">&#x1f4e3; \u6700\u5f8c\u306b\u3072\u3068\u3064\u3060\u3051\u3001\u6642\u9593\u306e\u8a71\/PR<\/h2><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing.png\" alt=\"\" width=\"1672\" height=\"941\" class=\"alignnone size-full wp-image-35066\" srcset=\"https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing.png 1672w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing-450x253.png 450w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing-1024x576.png 1024w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing-260x146.png 260w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing-768x432.png 768w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing-1536x864.png 1536w, https:\/\/yukimama.net\/fks\/wp-content\/uploads\/2026\/08\/matsui-premarket-cpi-nvidia-earnings-timing-900x507.png 900w\" sizes=\"auto, (max-width: 1672px) 100vw, 1672px\" \/>\u660e\u65e5\u306eCPI\u306f\u65e5\u672c\u6642\u959321\u6642\u534a\u306b\u51fa\u307e\u3059\u3002\u4e00\u65b9\u3001\u7c73\u56fd\u5e02\u5834\u304c\u958b\u304f\u306e\u306f22\u6642\u534a\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e1\u6642\u9593\u3001\u5024\u306f\u52d5\u3044\u3066\u3044\u308b\u306e\u306b\u3001\u591a\u304f\u306e\u4eba\u306f\u898b\u3066\u3044\u308b\u3053\u3068\u3057\u304b\u3067\u304d\u307e\u305b\u3093\u3002\u6c7a\u7b97\u3084CPI\u306e\u3088\u3046\u306a\u6307\u6a19\u304c\u51fa\u308b\u306e\u306f\u305f\u3044\u3066\u3044\u65e5\u672c\u306e\u591c\u3067\u300122\u6642\u534a\u306e\u30aa\u30fc\u30d7\u30f3\u3092\u5f85\u3063\u3066\u3044\u308b\u9593\u306b\u3001\u3044\u3061\u3070\u3093\u52d5\u304f\u5834\u9762\u304c\u7d42\u308f\u3063\u3066\u3044\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002<br \/>\r\n<br \/>\r\n<span class=\"b\">\u79c1\u304c\u7c73\u56fd\u682a\u306e\u53e3\u5ea7\u3092<a href=\"https:\/\/h.accesstrade.net\/sp\/cc?rk=0100pm6t00gz8r\" rel=\"nofollow\" referrerpolicy=\"no-referrer-when-downgrade\">\u677e\u4e95\u8a3c\u5238<\/a>\u306b\u7f6e\u3044\u3066\u3044\u308b\u306e\u306f\u3001\u3053\u306e\u6642\u9593\u5e2f\u306b\u53d6\u5f15\u3067\u304d\u308b\u304b\u3089<\/span>\u3067\u3059\u3002\u590f\u6642\u9593\u306a\u308917\u6642\u304b\u3089\uff08\u6ce8\u6587\u306f16\u6642\u304b\u3089\uff09\u30d7\u30ec\u30de\u30fc\u30b1\u30c3\u30c8\u53d6\u5f15\u304c\u3067\u304d\u308b\u306e\u3067\u300121\u6642\u534a\u306eCPI\u3082\u300122\u6642\u534a\u3092\u5f85\u305f\u305a\u306b\u53cd\u5fdc\u3067\u304d\u307e\u3059\u3002\u65e5\u672c\u304c\u795d\u65e5\u3067\u3082\u3001\u7c73\u56fd\u5e02\u5834\u304c\u53d6\u5f15\u65e5\u3067\u3042\u308c\u3070\u7d04\u5b9a\u3057\u307e\u3059\u3002<br \/>\r\n<h4 id=\"e38193e381aee8a898e4ba8be381aee3808ee6898be5898de3808fe381abe38182e3819fe3828be383ace3839de383bce38388e38292e9858de381a3e381a6-9\">&#x1f4d8; \u3053\u306e\u8a18\u4e8b\u306e\u300e\u624b\u524d\u300f\u306b\u3042\u305f\u308b\u30ec\u30dd\u30fc\u30c8\u3092\u914d\u3063\u3066\u3044\u307e\u3059<\/h4>\u677e\u4e95\u8a3c\u5238\u3068\u306e\u7279\u5225\u30bf\u30a4\u30a2\u30c3\u30d7\u4f01\u753b\u3067\u3001<span class=\"b\"><span class=\"bd-green\">\u79c1\u304c\u66f8\u304d\u4e0b\u308d\u3057\u305f\u51685\u7ae0\u306e\u7c73\u56fd\u682a\u30ec\u30dd\u30fc\u30c8\u3092\u3001\u53e3\u5ea7\u958b\u8a2d\u3060\u3051\u3067\u7121\u6599\u3067\u304a\u6e21\u3057<\/span><\/span>\u3057\u3066\u3044\u307e\u3059&#x1f381;<br \/>\r\n<br \/>\r\n&#x1f539; <span class=\"b\">\u7b2c1\u7ae0\uff1a\u306a\u305c\u7c73\u56fd\u682a\u306a\u306e\u304b<\/span> \u2014 \u4e16\u754c\u4e2d\u306e\u30de\u30cd\u30fc\u304c\u7c73\u56fd\u306b\u96c6\u307e\u308a\u7d9a\u3051\u308b6\u3064\u306e\u69cb\u9020\u7684\u306a\u7406\u7531<br \/>\r\n<br \/>\r\n&#x1f539; <span class=\"b\">\u7b2c2\u7ae0\uff1aAI\u534a\u5c0e\u4f53\u76f8\u5834\u306e\u6b63\u4f53<\/span> \u2014 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306eCAPEX\u7af6\u4e89\u304b\u3089\u3001\u898b\u3048\u306a\u3044\u4e3b\u5f79\u30de\u30a4\u30af\u30ed\u30f3\uff08HBM\uff09\u307e\u3067<br \/>\r\n<br \/>\r\n&#x1f539; <span class=\"b\">\u7b2c3\u7ae0\uff1a\u300c\u6700\u9ad8\u5024\u3067\u8cb7\u3046\u3068\u640d\u300d\u306f\u672c\u5f53\u304b<\/span> \u2014 J.P.\u30e2\u30eb\u30ac\u30f3\u306e\u30c7\u30fc\u30bf\u3067\u76f4\u611f\u3092\u53cd\u8a3c\u3057\u307e\u3059<br \/>\r\n<br \/>\r\n&#x1f539; <span class=\"b\">\u7b2c4\u7ae0\uff1a\u65b0NISA\u3092\u30d5\u30eb\u6d3b\u7528\u3059\u308b\u4e8c\u5200\u6d41\u6226\u7565<\/span> \u2014 \u7a4d\u7acb\u67a0\u3067\u30b3\u30a2\u3092\u56fa\u3081\u3001\u6210\u9577\u67a0\u3067\u30a2\u30eb\u30d5\u30a1\u3092\u72d9\u3046<br \/>\r\n<br \/>\r\n&#x1f539; <span class=\"b\">\u7b2c5\u7ae0\uff1a\u677e\u4e95\u8a3c\u5238\u3067\u7c73\u56fd\u682a\u3092\u59cb\u3081\u308b\u5b9f\u8df5\u30ac\u30a4\u30c9<\/span><br \/>\r\n<br \/>\r\n\u4eca\u65e5\u306e\u8a18\u4e8b\u3092\u8aad\u3093\u3067\u304f\u3060\u3055\u3063\u305f\u65b9\u306b\u3001\u3044\u3061\u3070\u3093\u8aad\u3093\u3067\u307b\u3057\u3044\u306e\u304c\u7b2c2\u7ae0\u3067\u3059\u3002<br \/>\r\n<br \/>\r\n\u3053\u306e\u8a18\u4e8b\u3067\u306f\u300eAI\u30d5\u30a1\u30af\u30c8\u30ea\u30fc\u306e\u8cc7\u91d1\u306e\u51fa\u3069\u3053\u308d\u304c\u5909\u308f\u308b\u3068\u3001\u30e1\u30e2\u30ea\u306e\u9700\u8981\u671f\u9593\u304c\u4f38\u3073\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u300f\u3068\u3044\u3046\u8a71\u3092\u66f8\u304d\u307e\u3057\u305f\u3002<br \/>\r\n<br \/>\r\n\u7b2c2\u7ae0\u306f\u3001\u305d\u306e\u4e00\u6bb5\u624b\u524d\u306b\u3042\u308b \u305d\u3082\u305d\u3082CAPEX\u306f\u3069\u3053\u304b\u3089\u51fa\u3066\u3044\u3066\u3001\u306a\u305cHBM\u304c\u4e3b\u5f79\u306e\u5ea7\u306b\u5ea7\u3063\u305f\u306e\u304b \u3092\u3001\u56f3\u3068\u30c7\u30fc\u30bf\u3067\u4e00\u672c\u306b\u3064\u306a\u3044\u3060\u7ae0\u3067\u3059\u3002\u4eca\u65e5\u306e\u8a71\u304c\u306a\u305c\u30e1\u30e2\u30ea3\u793e\u306b\u52b9\u304f\u306e\u304b\u3001\u305d\u306e\u571f\u53f0\u306b\u3042\u305f\u308b\u90e8\u5206\u3060\u3068\u601d\u3063\u3066\u3082\u3089\u3048\u308c\u3070\u3002<br \/>\r\n<br \/>\r\n\u5fdc\u52df\u3084\u7533\u8acb\u306e\u624b\u7d9a\u304d\u306f\u4e00\u5207\u4e0d\u8981\u3067\u3059\u3002\u53e3\u5ea7\u3092\u958b\u8a2d\u3057\u3066\u3044\u305f\u3060\u3051\u308c\u3070\u3001\u958b\u8a2d\u5f8c1\u9031\u9593\u3092\u76ee\u9014\u306b\u3001\u677e\u4e95\u8a3c\u5238\u306e\u7c73\u56fd\u682a\u304a\u5ba2\u69d8\u30b5\u30a4\u30c8\u300e\u304a\u5ba2\u69d8\u3078\u306e\u3054\u9023\u7d61\u300f\u304b\u3089\u53d7\u3051\u53d6\u308c\u307e\u3059\u3002<span class=\"b\">\u3042\u306a\u305f\u304c\u3084\u308b\u3053\u3068\u306f\u3001\u53e3\u5ea7\u3092\u4f5c\u308b\u3060\u3051\u3067\u3059\u3002<\/span><br \/>\r\n<br \/>\r\n\u4f7f\u3046\u304b\u3069\u3046\u304b\u306f\u3001\u6b21\u306b\u76f8\u5834\u304c\u8352\u308c\u305f\u65e5\u306b\u6c7a\u3081\u308c\u3070\u3044\u3044\u3068\u601d\u3063\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u65e5\u306b\u53e3\u5ea7\u304c\u306a\u3044\u3053\u3068\u3060\u3051\u304c\u3001\u53d6\u308a\u8fd4\u3057\u304c\u3064\u304d\u307e\u305b\u3093\u3002<br \/>\r\n<br \/>\r\n\u306a\u304a\u3001\u7dcf\u5408\u53e3\u5ea7\u306f\u6700\u77ed\u5373\u65e5\u3067\u3059\u304c\u3001NISA\u53e3\u5ea7\u306f\u7a0e\u52d9\u7f72\u306e\u5be9\u67fb\u304c\u3042\u308b\u306e\u30671\u301c2\u9031\u9593\u304b\u304b\u308a\u307e\u3059\u3002<span class=\"b\"><span class=\"bd-yellow\">8\u670826\u65e5\u306e\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u6c7a\u7b97\u306b\u9593\u306b\u5408\u308f\u305b\u308b\u306a\u3089\u3001\u52d5\u304f\u306e\u306f\u4eca\u65e5<\/span><\/span>\u3067\u3059&#x1f447;<br \/>\r\n<br \/>\r\n<div style=\"text-align: center;\"><span class=\"b\"><span class=\"marker_Gold\">&#x2b50;&#xfe0f;17\u6642\u304b\u3089\u52d5\u3051\u308b\u53e3\u5ea7\u3068\u3001\u51685\u7ae0\u306e\u30ec\u30dd\u30fc\u30c8\u3092\u53d7\u3051\u53d6\u308b<\/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\">\u677e\u4e95\u8a3c\u5238\uff5c\u53e3\u5ea7\u958b\u8a2d\u306f\u7121\u6599\u30fb\u30ec\u30dd\u30fc\u30c8\u4ed8\u304d<\/span><\/a><\/div>\u203b\u53e3\u5ea7\u958b\u8a2d\u30fb\u7dad\u6301\u306f\u7121\u6599\uff0f\u7533\u8acb\u4e0d\u8981\u3001\u958b\u8a2d\u5f8c1\u9031\u9593\u3092\u76ee\u9014\u306b\u304a\u5c4a\u3051\uff01<br \/>\r\n<br \/>\r\n\u6700\u5f8c\u307e\u3067\u8aad\u3093\u3067\u304f\u3060\u3055\u3063\u3066\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f&#x1f338;<br \/>\r\n<br \/>\r\n\u65e5\u3005\u306e\u76f8\u5834\u3084\u6c7a\u7b97\u306e\u901f\u5831\u306fX\uff08<a href=\"https:\/\/x.com\/yukimamax\">@yukimamax<\/a>\uff09\u3001\u9298\u67c4\u306e\u6df1\u6398\u308a\u306f<a href=\"https:\/\/note.com\/yukimamafx\">\u3086\u304d\u30de\u30de\u306enote<\/a>\u3067\u3082\u767a\u4fe1\u3057\u3066\u3044\u307e\u3059\u3002","protected":false},"excerpt":{"rendered":"\u76f8\u5834\u306f\u30a4\u30de\u30a4\u30c1\u52d5\u3044\u3066\u3044\u307e\u305b\u3093\u304c\u3001\u6628\u591c\uff08\u7c73\u56fd\u6642\u95938\u670810\u65e5\uff09\u306b\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\u304c\u6b74\u53f2\u7684\u306a\u767a\u8868\u3092\u884c\u3044\u307e\u3057\u305f\u3002 \u306a\u3093\u3068\u3001AI\u30a4\u30f3\u30d5\u30e9\u306e\u5efa\u8a2d\u306b5,000\u5104\u30c9\u30eb\u8d85\u306e\u7b2c\u4e09\u8005\u8cc7\u672c\u3092\u547c\u3073\u8fbc\u3080\u305f\u3081\u306e\u91d1\u878d\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u69cb\u60f3\u3092\u3076\u3061\u4e0a\u3052\u3066\u3044\u307e\u3059&#x1f680; \u7d44\u3080\u76f8\u624b\u306f\u3001Apollo\u3001BlackRock\u3001Blackstone\u3001Brookfield\u3001\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u3001KKR\u306e6\u793e\u3002\u4e16\u754c\u306e\u30a4\u30f3\u30d5\u30e9\u6295\u8cc7\u3092\u4ed5\u5207\u308b\u540d\u9580\u304c\u3001\u305d\u308d\u3063\u3066\u540d\u524d\u3092\u4e26\u3079\u3066\u3044\u307e\u3059\u3002 \u30a8\u30cc\u30d3\u30c7\u30a3\u30a2\uff08NVDA\uff09\u306e\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a1\u30f3CEO\u306fCNBC\u306e\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3067\u3001\u58f0\u3092\u304b\u3051\u305f\u306e\u306f\u3053\u306e6\u793e\u3060\u3051\u3067\u3001\u65ad\u3063\u305f\u5148\u306f1\u793e\u3082\u306a\u304b\u3063\u305f\u3068\u8a71\u3057\u3066\u3044\u307e\u3059\u3002 \u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306e\u610f\u5473\u3059\u308b\u3053\u3068\u3084\u3001\u7279\u306b\u30de\u30a4\u30af\u30ed\u30f3\uff08&hellip;","protected":false},"author":1,"featured_media":35062,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[61,31],"tags":[1210,1587,1081,1903,1543,1793,1083,1904,668,1744],"class_list":["post-35060","post","type-post","status-publish","format-standard","has-post-thumbnail","category-outlook","category-commentary","tag-gpu","tag-hbm","tag-per","tag-1903","tag-1543","tag-1793","tag-1083","tag-1904","tag-668","tag-1744"],"_links":{"self":[{"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/posts\/35060","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/comments?post=35060"}],"version-history":[{"count":3,"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/posts\/35060\/revisions"}],"predecessor-version":[{"id":35067,"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/posts\/35060\/revisions\/35067"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/media\/35062"}],"wp:attachment":[{"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/media?parent=35060"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/categories?post=35060"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/yukimama.net\/fks\/wp-json\/wp\/v2\/tags?post=35060"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}