{"id":1098,"date":"2026-06-04T08:00:00","date_gmt":"2026-06-03T23:00:00","guid":{"rendered":"https:\/\/marketsquare.jp\/?p=1098"},"modified":"2026-06-03T15:50:22","modified_gmt":"2026-06-03T06:50:22","slug":"2026%e5%b9%b4%e4%b8%8b%e5%8d%8a%e6%9c%9f%e3%81%8a%e3%81%99%e3%81%99%e3%82%81%e7%b1%b3%e5%9b%bd%e6%a0%aa10%e9%81%b8-vol-2%ef%bd%9cdell%e3%83%bbhpq%e3%82%92%e6%a0%b8%e3%81%a8%e3%81%97%e3%81%9f%e3%83%8f","status":"publish","type":"post","link":"https:\/\/marketsquare.jp\/?p=1098","title":{"rendered":"2026\u5e74\u4e0b\u534a\u671f\u304a\u3059\u3059\u3081\u7c73\u56fd\u682a10\u9078 Vol.2\uff5cDELL\u30fbHPQ\u3092\u6838\u3068\u3057\u305f\u30cf\u30a4\u30c6\u30af\u682a \u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\u5b8c\u5168\u89e3\u8aac"},"content":{"rendered":"\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" 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href=\"https:\/\/marketsquare.jp\/?p=1098\/#%E7%AC%AC10%E4%BD%8D%EF%BC%9A%E3%82%B9%E3%83%8E%E3%83%BC%E3%83%95%E3%83%AC%E3%83%BC%E3%82%AF%EF%BC%88SNOW%EF%BC%89%E2%80%95_%E3%83%87%E3%83%BC%E3%82%BF%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%81%8CAI%E3%81%AE%E7%87%83%E6%96%99%E3%81%AB%E3%81%AA%E3%82%8B\" >\u7b2c10\u4f4d\uff1a\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\uff08SNOW\uff09\u2015 \u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u304cAI\u306e\u71c3\u6599\u306b\u306a\u308b<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/marketsquare.jp\/?p=1098\/#10%E9%8A%98%E6%9F%84_%E6%AF%94%E8%BC%83%E3%81%BE%E3%81%A8%E3%82%81%E8%A1%A8\" >10\u9298\u67c4 \u6bd4\u8f03\u307e\u3068\u3081\u8868<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/marketsquare.jp\/?p=1098\/#%E3%83%9D%E3%83%BC%E3%83%88%E3%83%95%E3%82%A9%E3%83%AA%E3%82%AA%E6%A7%8B%E7%AF%89%EF%BC%9AVol1%E3%81%A8%E3%81%AE%E7%B5%84%E3%81%BF%E5%90%88%E3%82%8F%E3%81%9B%E6%88%A6%E7%95%A5\" >\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\uff1aVol.1\u3068\u306e\u7d44\u307f\u5408\u308f\u305b\u6226\u7565<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/marketsquare.jp\/?p=1098\/#Vol1%EF%BC%88%E5%8D%8A%E5%B0%8E%E4%BD%93%E3%83%BBAI%E5%9F%BA%E7%9B%A4%EF%BC%89%EF%BC%8BVol2%EF%BC%88%E3%83%8F%E3%82%A4%E3%83%86%E3%82%AF%E5%BF%9C%E7%94%A8%EF%BC%89%E3%81%AE%E6%9C%80%E5%BC%B7%E3%83%9D%E3%83%BC%E3%83%88%E3%83%95%E3%82%A9%E3%83%AA%E3%82%AA\" >Vol.1\uff08\u534a\u5c0e\u4f53\u30fbAI\u57fa\u76e4\uff09\uff0bVol.2\uff08\u30cf\u30a4\u30c6\u30af\u5fdc\u7528\uff09\u306e\u6700\u5f37\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/marketsquare.jp\/?p=1098\/#%E4%B8%BB%E3%81%AA%E6%8A%95%E8%B3%87%E3%83%AA%E3%82%B9%E3%82%AF%E3%81%A8%E6%B3%A8%E6%84%8F%E7%82%B9\" >\u4e3b\u306a\u6295\u8cc7\u30ea\u30b9\u30af\u3068\u6ce8\u610f\u70b9<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/marketsquare.jp\/?p=1098\/#%E3%81%BE%E3%81%A8%E3%82%81%EF%BC%9A2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%83%8F%E3%82%A4%E3%83%86%E3%82%AF%E6%A0%AA%E6%8A%95%E8%B3%87%E3%81%AE%E8%A6%81%E7%82%B9\" >\u307e\u3068\u3081\uff1a2026\u5e74\u4e0b\u534a\u671f\u30cf\u30a4\u30c6\u30af\u682a\u6295\u8cc7\u306e\u8981\u70b9<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%83%8F%E3%82%A4%E3%83%86%E3%82%AF%E6%A0%AA%E5%B8%82%E5%A0%B4%E3%81%AE%E5%85%A8%E4%BD%93%E5%83%8F\"><\/span><strong>2026\u5e74\u4e0b\u534a\u671f\u30cf\u30a4\u30c6\u30af\u682a\u5e02\u5834\u306e\u5168\u4f53\u50cf<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AI%E3%82%A4%E3%83%B3%E3%83%95%E3%83%A9%E9%9C%80%E8%A6%81%E3%81%AE%E7%88%86%E7%99%BA%E7%9A%84%E6%8B%A1%E5%A4%A7%E3%81%8C%E7%89%BD%E5%BC%95\"><\/span><strong>AI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306e\u7206\u767a\u7684\u62e1\u5927\u304c\u727d\u5f15<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2026\u5e745\u6708\u672b\u3001\u30c7\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\u304c\u767a\u8868\u3057\u305fQ1 FY2027\u6c7a\u7b97\u306f\u5e02\u5834\u306b\u885d\u6483\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002AI \u30b5\u30fc\u30d0\u30fc\u58f2\u4e0a\u9ad8\u304c\u524d\u5e74\u540c\u671f\u6bd4757%\u5897\u306e161\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001\u682a\u4fa1\u306f1\u65e5\u306732%\u8d85\u4e0a\u6607\u3059\u308b\u3068\u3044\u3046\u53f2\u4e0a\u6700\u5927\u306e\u4e0a\u6607\u7387\u3092\u8a18\u9332\u3002<\/strong>\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u30cf\u30a4\u30c6\u30af\u682a\u5168\u4f53\u306e\u518d\u8a55\u4fa1\u306b\u706b\u3092\u3064\u3051\u3001\u30af\u30e9\u30a6\u30c9\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u304b\u3089\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u307e\u3067\u5e45\u5e83\u3044\u9298\u67c4\u306b\u6ce2\u53ca\u52b9\u679c\u3092\u3082\u305f\u3089\u3057\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%80%8CAI%E3%82%A8%E3%83%BC%E3%82%B8%E3%82%A7%E3%83%B3%E3%83%88%E6%99%82%E4%BB%A3%E3%80%8D%E3%81%AE%E3%82%BD%E3%83%95%E3%83%88%E3%82%A6%E3%82%A7%E3%82%A2%E5%86%8D%E8%A9%95%E4%BE%A1\"><\/span><strong>\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u6642\u4ee3\u300d\u306e\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u518d\u8a55\u4fa1<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2025\u5e74\u304b\u30892026\u5e74\u524d\u534a\u306b\u304b\u3051\u3001AI\u30fb\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u65e2\u5b58\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3092\u99c6\u9010\u3059\u308b\u3068\u3044\u3046\u300cSaaSpocalypse\u300d\u61f8\u5ff5\u304c\u5e02\u5834\u3092\u63fa\u3055\u3076\u308a\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u5b9f\u614b\u306f\u9006\u3067\u3001ServiceNow\u30fbSalesforce\u306a\u3069\u4e3b\u8981SaaS\u4f01\u696d\u306eAI\u6a5f\u80fd\u306e\u63a1\u7528\u304c\u52a0\u901f\u3002<\/strong>NVIDIA\u306e\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3\u6c0f\u304cComputex 2026\u3067<strong><span class=\"pre--maker span-stk-maker-yellow\">\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306f\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306e\u9700\u8981\u3092\u3055\u3089\u306b\u5897\u3084\u3059\u300d<\/span><\/strong>\u3068\u767a\u8a00\u3057\u305f\u3053\u3068\u3082\u8ffd\u3044\u98a8\u3068\u306a\u308a\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u682a\u306e\u518d\u8a55\u4fa1\u304c\u6025\u901f\u306b\u9032\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%82%B5%E3%82%A4%E3%83%90%E3%83%BC%E3%82%BB%E3%82%AD%E3%83%A5%E3%83%AA%E3%83%86%E3%82%A3%E6%A0%AA%E3%81%AE%E6%B3%A8%E7%9B%AE%E5%BA%A6%E4%B8%8A%E6%98%87\"><\/span><strong>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u682a\u306e\u6ce8\u76ee\u5ea6\u4e0a\u6607<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u4f01\u696d\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u5185\u3067\u81ea\u5f8b\u7684\u306b\u52d5\u4f5c\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3068\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8105\u5a01\u3082\u9ad8\u5ea6\u5316\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306eAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306b\u306f\u8a8d\u8a3c\u30fb\u9632\u885b\u304c\u5fc5\u8981\u3067\u3042\u308a\u3001\u3053\u308c\u304c\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5e02\u5834\u306e\u69cb\u9020\u7684\u6210\u9577\u30c9\u30e9\u30a4\u30d0\u30fc\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<strong>CrowdStrike\u30fbPalo Alto Networks\u306f\u3053\u30531\u30ab\u6708\u306740%\u8fd1\u304f\u4e0a\u6607\u3057\u3066\u304a\u308a\u30012026\u5e74\u4e0b\u534a\u671f\u3082\u5f15\u304d\u7d9a\u304d\u6ce8\u76ee\u30bb\u30af\u30bf\u30fc\u3067\u3059\u3002<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F_AI%E3%82%B5%E3%83%BC%E3%83%90%E3%83%BC%E3%83%BBAI_PC%E3%83%BB%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%BD%E3%83%95%E3%83%88%E3%83%BB%E3%82%B5%E3%82%A4%E3%83%90%E3%83%BC%E3%82%BB%E3%82%AD%E3%83%A5%E3%83%AA%E3%83%86%E3%82%A3%E3%83%BB%E3%82%A8%E3%83%B3%E3%82%BF%E3%83%BC%E3%83%97%E3%83%A9%E3%82%A4%E3%82%BAAI%E3%81%A7%E5%8B%9D%E3%81%A410%E9%8A%98%E6%9F%84\"><\/span>2026\u5e74\u4e0b\u534a\u671f AI\u30b5\u30fc\u30d0\u30fc\u30fbAI PC\u30fb\u30af\u30e9\u30a6\u30c9\u30bd\u30d5\u30c8\u30fb\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI\u3067\u52dd\u306410\u9298\u67c4<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC1%E4%BD%8D%EF%BC%9A%E3%83%87%E3%83%AB%E3%83%BB%E3%83%86%E3%82%AF%E3%83%8E%E3%83%AD%E3%82%B8%E3%83%BC%E3%82%BA%EF%BC%88DELL%EF%BC%89%E2%80%95_AI%E3%82%B5%E3%83%BC%E3%83%90%E3%83%BC%E9%9D%A9%E5%91%BD%E3%81%AE%E4%B8%BB%E5%BD%B9\"><\/span><strong>\u7b2c1\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/DELL\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30c7\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\uff08DELL\uff09<\/a>\u2015 AI\u30b5\u30fc\u30d0\u30fc\u9769\u547d\u306e\u4e3b\u5f79<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table stk-table-scroll is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>DELL<\/strong><\/td><td>Dell Technologies Inc.<\/td><td>AI\u30b5\u30fc\u30d0\u30fc\u30fbIT\u30a4\u30f3\u30d5\u30e9<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u53f2\u4e0a\u6700\u5927\u306e\u6c7a\u7b97\u30b5\u30d7\u30e9\u30a4\u30ba\uff1aQ1 FY2027<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e745\u670828\u65e5\u3001\u30c7\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\u306fQ1 FY2027\u6c7a\u7b97\u3067\u58f2\u4e0a\u9ad8438\u5104\u30c9\u30eb\uff08\u524d\u5e74\u540c\u671f\u6bd488%\u5897\uff09\u3092\u5831\u544a\u3057\u307e\u3057\u305f\u3002\u5e02\u5834\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u4e88\u60f3\u306e357.7\u5104\u30c9\u30eb\u3092\u5927\u5e45\u306b\u4e0a\u56de\u308a\u3001\u8abf\u6574\u5f8cEPS\u30824.86\u30c9\u30eb\u3068\u4e88\u60f32.94\u30c9\u30eb\u309265%\u8d85\u904e\u3002AI\u30b5\u30fc\u30d0\u30fc\u58f2\u4e0a\u9ad8\u5358\u4f53\u3067161\u5104\u30c9\u30eb\u3068\u524d\u5e74\u540c\u671f\u6bd4757%\u5897\u3068\u3044\u3046\u9a5a\u7570\u7684\u306a\u6570\u5b57\u3092\u53e9\u304d\u51fa\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6c7a\u7b97\u767a\u8868\u3092\u53d7\u3051\u3001\u682a\u4fa1\u306f\u7fcc\u65e532.76%\u4e0a\u6607\u3057\u3001\u540c\u793e\u53f2\u4e0a\u6700\u5927\u306e1\u65e5\u4e0a\u6607\u7387\u3092\u8a18\u9332\u3002\u5e74\u521d\u6765\u4e0a\u6607\u7387\u306f234%\u8d85\u306b\u9054\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>515\u5104\u30c9\u30eb\u306eAI\u53d7\u6ce8\u6b8b\u3068\u5927\u5e45\u4e0a\u65b9\u4fee\u6b63\u30ac\u30a4\u30c0\u30f3\u30b9<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u7d4c\u55b6\u9663\u306fFY2027\u901a\u671f\u306e\u58f2\u4e0a\u9ad8\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u5f93\u6765\u306e\u7d041,400\u5104\u30c9\u30eb\u304b\u30891,670\u5104\u30c9\u30eb\uff08\u00b120\u5104\u30c9\u30eb\uff09\u306b\u5927\u5e45\u5f15\u304d\u4e0a\u3052\u3001\u3046\u3061AI\u30b5\u30fc\u30d0\u30fc\u58f2\u4e0a\u9ad8\u3060\u3051\u3067600\u5104\u30c9\u30eb\u3092\u76ee\u6a19\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u8a18\u9332\u7684\u306a\u53d7\u6ce8\u6b8b513\u5104\u30c9\u30eb\u3092\u62b1\u3048\u3001\u8abf\u6574\u5f8cEPS\u898b\u901a\u3057\u3082\u5f93\u6765\u306e12.90\u30c9\u30eb\u304b\u308917.90\u30c9\u30eb\uff08\u4e2d\u9593\u5024\uff09\u3078\u3068\u5927\u5e45\u306b\u5f15\u304d\u4e0a\u3052\u3089\u308c\u307e\u3057\u305f\u3002JP\u30e2\u30eb\u30ac\u30f3\u3001BofA\u3001\u30a6\u30a7\u30eb\u30ba\u30fb\u30d5\u30a1\u30fc\u30b4\u304c\u76f8\u6b21\u3044\u3067\u30dd\u30b8\u30c6\u30a3\u30d6\u8a55\u4fa1\u3092\u66f4\u65b0\u3057\u3001\u76ee\u6a19\u682a\u4fa1\u3092\u5f15\u304d\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08DELL\uff09<\/strong><br>Q1 FY2027\u3067\u58f2\u4e0a\u9ad8438\u5104\u30c9\u30eb\u30fbAI\u30b5\u30fc\u30d0\u30fc757%\u5897\u3092\u9054\u6210\u3002FY2027\u901a\u671f\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u5927\u5e45\u4e0a\u65b9\u4fee\u6b63\uff081,670\u5104\u30c9\u30eb\uff09\u3002AI\u30a4\u30f3\u30d5\u30e9\u69cb\u7bc9\u9700\u8981\u306e\u69cb\u9020\u7684\u62e1\u5927\u304c\u7d99\u7d9a\u3059\u308b\u9650\u308a\u3001\u5f37\u529b\u306a\u53d7\u6ce8\u6b8b\u3068\u4fa1\u683c\u898f\u5f8b\u304c\u4e2d\u671f\u7684\u306a\u5229\u76ca\u6210\u9577\u3092\u4fdd\u8a3c\u3059\u308b\u3002\u30ea\u30b9\u30af\u306fSMCI\u306a\u3069\u7af6\u5408\u3068\u306e\u7af6\u4e89\u6fc0\u5316\u3068\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u652f\u51fa\u306e\u920d\u5316\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>NVIDIA\u3068\u306e\u300cDell AI Factory\u300d\u6226\u7565<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30eb\u306fNVIDIA\u3068\u5171\u540c\u3067\u300cDell AI Factory\u300d\u3092\u5c55\u958b\u3057\u3001PowerEdge AI\u30b5\u30fc\u30d0\u30fc\u3084PowerStore Elite\u30b9\u30c8\u30ec\u30fc\u30b8\u3092\u5237\u65b0\u3002\u4f01\u696d\u5411\u3051\u306eAI\u30fbHPC\u30fb\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fb\u81ea\u52d5\u5316\u306b\u5411\u3051\u305f\u7dcf\u5408\u30a4\u30f3\u30d5\u30e9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3042\u3089\u3086\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u30fb\u56fd\u5bb6AI\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30fb\u4e2d\u5805\u4f01\u696d\u304cAI\u6700\u9069\u5316\u30b5\u30fc\u30d0\u30fc\u3092\u5fc5\u8981\u3068\u3057\u3066\u304a\u308a\u3001\u3053\u306e\u9700\u8981\u3092\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u4f9b\u7d66\u3067\u304d\u308b\u80fd\u529b\u3092\u6301\u3064\u306e\u306f\u30c7\u30eb\u3060\u3051\u3068\u8a00\u3063\u3066\u3082\u904e\u8a00\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC2%E4%BD%8D%EF%BC%9AHP_Inc%EF%BC%88HPQ%EF%BC%89%E2%80%95_AI_PC%E3%82%B5%E3%82%A4%E3%82%AF%E3%83%AB%E3%81%AE%E6%81%A9%E6%81%B5%E6%A0%AA\"><\/span><strong>\u7b2c2\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/HPQ\" target=\"_blank\" rel=\"noopener\" title=\"\">HP Inc.\uff08HPQ\uff09<\/a>\u2015 AI PC\u30b5\u30a4\u30af\u30eb\u306e\u6069\u6075\u682a<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>HPQ<\/strong><\/td><td>HP Inc.<\/td><td>AI PC\u30fb\u30d7\u30ea\u30f3\u30c6\u30a3\u30f3\u30b0<\/td><td>\u4e2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Q2 FY2026\u6c7a\u7b97\uff1aAI PC\u6bd4\u7387\u304c44%\u3078\u6025\u4e0a\u6607<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">HP Inc.\u306f2026\u5e745\u670828\u65e5\u306bQ2 FY2026\u6c7a\u7b97\u3092\u767a\u8868\u3002\u58f2\u4e0a\u9ad8144\u5104\u30c9\u30eb\uff08\u524d\u5e74\u540c\u671f\u6bd49%\u5897\uff09\u306f\u30a2\u30ca\u30ea\u30b9\u30c8\u4e88\u60f3\u306e139.9\u5104\u30c9\u30eb\u3092\u8d85\u904e\u3057\u3001\u975eGAAP\u306e\u8abf\u6574\u5f8cEPS\u30820.86\u30c9\u30eb\u3068\u4e88\u60f30.70\u301c0.76\u30c9\u30eb\u306e\u30ec\u30f3\u30b8\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u6700\u5927\u306e\u6ce8\u76ee\u70b9\u306f\u3001AI PC\u88fd\u54c1\u306e\u51fa\u8377\u6bd4\u7387\u304cQ1\u306e35%\u304b\u3089Q2\u306e44%\u3078\u3068\u6025\u4e0a\u6607\u3057\u305f\u3053\u3068\u3067\u3059\u3002TD Cowen\u306f\u3053\u306e\u6bd4\u7387\u304c2027\u4f1a\u8a08\u5e74\u5ea6\u306b\u306f60\u301c70%\u307e\u3067\u4e0a\u6607\u3059\u308b\u3068\u898b\u8fbc\u3093\u3067\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Windows 11\u5237\u65b0\u30b5\u30a4\u30af\u30eb\u3068\u30a8\u30c3\u30b8AI\u306e\u62e1\u5927<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">HP\u306f\u300cAI\u306e\u672a\u6765\u306f\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u300d\u3068\u3044\u3046\u65b9\u91dd\u3092\u63b2\u3052\u3066\u304a\u308a\u3001\u30af\u30e9\u30a6\u30c9\u3060\u3051\u3067\u306a\u304f\u30ed\u30fc\u30ab\u30eb\u30c7\u30d0\u30a4\u30b9\u3067\u306eAI\u51e6\u7406\uff08\u30a8\u30c3\u30b8AI\uff09\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002NVIDIA\u306eRTX Spark\u3092\u642d\u8f09\u3057\u305f\u65b0\u578bAI PC\u3084\u3001Z Workstation\u30b7\u30ea\u30fc\u30ba\u306eAI\u5bfe\u5fdc\u30e2\u30c7\u30eb\u3092\u6295\u5165\u3002Windows 11\u3078\u306e\u79fb\u884c\u30b5\u30a4\u30af\u30eb\u3068\u4f01\u696d\u5411\u3051PC\u66f4\u65b0\u9700\u8981\u304c\u91cd\u306a\u308a\u30012026\u5e74\u4e0b\u534a\u671f\u301c2027\u5e74\u306b\u304b\u3051\u3066PC\u8ca9\u58f2\u306e\u8ffd\u3044\u98a8\u304c\u7d9a\u304f\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u914d\u5f53\u5229\u56de\u308a\u3068\u682a\u4e3b\u9084\u5143\u306e\u9b45\u529b<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">HP\u306f2026\u5e74\u5ea6\u306e\u975eGAAP EPS\u30ac\u30a4\u30c0\u30f3\u30b9\u30922.90\u301c3.10\u30c9\u30eb\u3078\u5f15\u304d\u4e0a\u3052\u3001\u901a\u671f\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u898b\u901a\u3057\u308228\u301c30\u5104\u30c9\u30eb\u3068\u3057\u307e\u3057\u305f\u3002\u914d\u5f53\u5229\u56de\u308a\u306f\u7d044.8%\u3068\u9ad8\u6c34\u6e96\u3067\u300110\u5e74\u9593\u5e73\u57476.5%\u306e\u5897\u914d\u5b9f\u7e3e\u304c\u3042\u308a\u307e\u3059\u3002\u4e00\u65b9\u3067\u5f8c\u534a\u306f\u30e1\u30e2\u30ea\u30b3\u30b9\u30c8\u9ad8\u9a30\u306b\u3088\u308b\u30de\u30fc\u30b8\u30f3\u5727\u8feb\u304c\u61f8\u5ff5\u6750\u6599\u3067\u3059\u3002\u5272\u5b89\u306a\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\uff08\u30a2\u30ca\u30ea\u30b9\u30c8\u76ee\u6a19\u682a\u4fa1\u4e2d\u592e\u502431\u30c9\u30eb\uff09\u3068AI PC\u30b5\u30a4\u30af\u30eb\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u300c\u5b89\u5b9a\u6210\u9577\u00d7\u30d0\u30ea\u30e5\u30fc\u300d\u9298\u67c4\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08HPQ\uff09<\/strong><br>AI PC\u6bd4\u738744%\u219260\u301c70%\u3078\u306e\u62e1\u5927\u3068\u9ad8\u914d\u5f53\uff084.8%\uff09\u304c\u9b45\u529b\u3002Windows 11\u66f4\u65b0\u30b5\u30a4\u30af\u30eb\u304c\u9700\u8981\u3092\u5f8c\u62bc\u3057\u3002\u30e1\u30e2\u30ea\u30b3\u30b9\u30c8\u4e0a\u6607\u304c\u4e0b\u534a\u671f\u306e\u30ea\u30b9\u30af\u3060\u304c\u3001\u5272\u5b89\u306a\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u4e0b\u5024\u3092\u652f\u3048\u308b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC3%E4%BD%8D%EF%BC%9A%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%82%B9%E3%83%88%E3%83%A9%E3%82%A4%E3%82%AF%EF%BC%88CRWD%EF%BC%89%E2%80%95_AI%E3%82%A8%E3%83%BC%E3%82%B8%E3%82%A7%E3%83%B3%E3%83%88%E6%99%82%E4%BB%A3%E3%81%AE%E3%82%B5%E3%82%A4%E3%83%90%E3%83%BC%E9%98%B2%E8%A1%9B%E3%81%AE%E8%A6%81\"><\/span><strong>\u7b2c3\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/CRWD\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\uff08CRWD\uff09<\/a>\u2015 AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u6642\u4ee3\u306e\u30b5\u30a4\u30d0\u30fc\u9632\u885b\u306e\u8981<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>CRWD<\/strong><\/td><td>CrowdStrike Holdings, Inc.<\/td><td>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fbAI<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>AI\u6642\u4ee3\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u9700\u8981\u304c\u7206\u767a<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u4f01\u696d\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u5c55\u958b\u3055\u308c\u308b\u3068\u3001\u5f93\u6765\u306e\u4eba\u9593\u4e2d\u5fc3\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u8a2d\u8a08\u3067\u306f\u5bfe\u5fdc\u3067\u304d\u306a\u3044\u8105\u5a01\u304c\u5897\u52a0\u3057\u307e\u3059\u3002\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u306eFalcon\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30cd\u30a4\u30c6\u30a3\u30d6\u304b\u3064AI\u99c6\u52d5\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001\u3053\u306e\u65b0\u305f\u306a\u8105\u5a01\u74b0\u5883\u306b\u6700\u3082\u9069\u3057\u305f\u88fd\u54c1\u7fa4\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u76f4\u8fd1\u3067\u306f\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u682a\u5168\u4f53\u304c\u7d0440%\u4e0a\u6607\u3059\u308b\u30e9\u30ea\u30fc\u3092\u6f14\u3058\u3066\u304a\u308a\u3001\u540c\u793e\u682a\u3082\u305d\u306e\u4e2d\u5fc3\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u25c6 \u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08CRWD\uff09<\/strong><br>AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u666e\u53ca\u306b\u3088\u308a\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u9700\u8981\u306f\u69cb\u9020\u7684\u306b\u62e1\u5927\u3002Falcon\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u7d71\u5408\u6027\u3068\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u30b3\u30b9\u30c8\u306e\u9ad8\u3055\u304c\u7af6\u5408\u53c2\u5165\u3092\u963b\u3080\u3002\u9ad8\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u304c\u30ea\u30b9\u30af\u3060\u304c\u3001\u6210\u9577\u7d99\u7d9a\u304c\u524d\u63d0\u306a\u3089\u9577\u671f\u4fdd\u6709\u4fa1\u5024\u3042\u308a\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u7d71\u5408\u304c\u7af6\u4e89\u512a\u4f4d\u3092\u78ba\u7acb<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a6\u30c9\u30b9\u30c8\u30e9\u30a4\u30af\u306f\u30a8\u30f3\u30c9\u30dd\u30a4\u30f3\u30c8\u4fdd\u8b77\u304b\u3089\u59cb\u307e\u308a\u3001\u30af\u30e9\u30a6\u30c9\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fbID\u7ba1\u7406\u30fb\u30ed\u30b0\u7ba1\u7406\u307e\u3067\u7d71\u5408\u3055\u308c\u305f\u300c\u5358\u4e00\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300d\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306fAI\u6642\u4ee3\u306b\u304a\u3044\u3066\u3082\u300cAI\u80fd\u529b\u304c\u5404\u30c4\u30fc\u30eb\u3092\u30b9\u30ad\u30e3\u30f3\u3059\u308b\u3060\u3051\u3067\u3001Falcon\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u4ee3\u66ff\u306b\u306f\u306a\u3089\u306a\u3044\u300d\uff08CEO \u30b8\u30e7\u30fc\u30b8\u30fb\u30ab\u30fc\u30c4\u6c0f\uff09\u3068\u4e3b\u5f35\u3057\u3066\u304a\u308a\u3001\u7af6\u5408\u3068\u306e\u5dee\u5225\u5316\u3092\u660e\u78ba\u306b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC4%E4%BD%8D%EF%BC%9A%E3%83%91%E3%83%AD%E3%82%A2%E3%83%AB%E3%83%88%E3%83%8D%E3%83%83%E3%83%88%E3%83%AF%E3%83%BC%E3%82%AF%E3%82%B9%EF%BC%88PANW%EF%BC%89%E2%80%95_%E8%87%AA%E5%BE%8BAI%E3%83%AF%E3%83%BC%E3%82%AF%E3%83%AD%E3%83%BC%E3%83%89%E9%98%B2%E8%A1%9B%E3%81%AE%E7%AC%AC%E4%B8%80%E4%BA%BA%E8%80%85\"><\/span><strong>\u7b2c4\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/PANW\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30d1\u30ed\u30a2\u30eb\u30c8\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\uff08PANW\uff09<\/a>\u2015 \u81ea\u5f8bAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u9632\u885b\u306e\u7b2c\u4e00\u4eba\u8005<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>PANW<\/strong><\/td><td>Palo Alto Networks, Inc.<\/td><td>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30fbAI<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u81ea\u5f8bAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u7279\u5316<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d1\u30ed\u30a2\u30eb\u30c8\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u306f\u3001AI\u304c\u81ea\u5f8b\u7684\u306b\u52d5\u4f5c\u3059\u308b\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u4fdd\u8b77\u306b\u6226\u7565\u7684\u306b\u30d4\u30dc\u30c3\u30c8\u3057\u3066\u3044\u307e\u3059\u3002Baird\u306fQ3\u6c7a\u7b97\u767a\u8868\u524d\u306b\u76ee\u6a19\u682a\u4fa1\u3092265\u30c9\u30eb\u304b\u3089300\u30c9\u30eb\u3078\u5f15\u304d\u4e0a\u3052\u3001\u300cAI\u306f\u8105\u5a01\u3067\u306f\u306a\u304f\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8ffd\u3044\u98a8\u300d\u3068\u3044\u3046\u5e02\u5834\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u304c\u78ba\u7acb\u3057\u3064\u3064\u3042\u308a\u307e\u3059\u3002\u682a\u4fa1\u306f\u76f4\u8fd11\u30ab\u6708\u3067\u65b0\u9ad8\u5024\u3092\u66f4\u65b0\u3057\u3066\u304a\u308a\u3001\u5f37\u6c17\u306e\u52e2\u3044\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5316\u6226\u7565\u300cPlatformization\u300d<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u540c\u793e\u306f\u30d0\u30e9\u30d0\u30e9\u306a\u500b\u5225\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u88fd\u54c1\u3092\u3072\u3068\u3064\u306b\u7d71\u5408\u3059\u308b\u300cPlatformization\u300d\u6226\u7565\u3092\u9032\u3081\u3066\u304a\u308a\u3001\u8907\u6570\u306e\u88fd\u54c1\u3092\u675f\u306d\u308b\u3053\u3068\u3067\u30b3\u30b9\u30c8\u52b9\u7387\u3068\u7ba1\u7406\u306e\u4e00\u5143\u5316\u3092\u9867\u5ba2\u306b\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6226\u7565\u306f\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u9867\u5ba2\u306e\u9577\u671f\u7684\u306a\u30ed\u30c3\u30af\u30a4\u30f3\u52b9\u679c\u3092\u3082\u305f\u3089\u3057\u3066\u304a\u308a\u3001MRR\uff08\u6708\u6b21\u7d4c\u5e38\u53ce\u76ca\uff09\u306e\u5b89\u5b9a\u7684\u306a\u7a4d\u307f\u4e0a\u3052\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u30022026\u5e74\u4e0b\u534a\u671f\u3082\u6c7a\u7b97\u7d50\u679c\u304c\u6ce8\u76ee\u306e\u7684\u3068\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08PANW\uff09<\/strong><br>\u81ea\u5f8bAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u4fdd\u8b77\u3068\u3044\u3046\u7279\u5316\u6226\u7565\u304c\u30e6\u30cb\u30fc\u30af\u3002Platformization\u6226\u7565\u306b\u3088\u308b\u9ad8\u3044\u9867\u5ba2\u7d99\u7d9a\u7387\u30022026\u5e74Q3\u6c7a\u7b97\u304c\u30ab\u30bf\u30ea\u30b9\u30c8\u306b\u306a\u308a\u5f97\u308b\u3002\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306b\u6ce8\u610f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC5%E4%BD%8D%EF%BC%9A%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%83%8A%E3%82%A6%EF%BC%88NOW%EF%BC%89%E2%80%95_%E3%82%A8%E3%83%B3%E3%82%BF%E3%83%BC%E3%83%97%E3%83%A9%E3%82%A4%E3%82%BAAI%E3%81%AE%E3%80%8C%E3%82%B3%E3%83%B3%E3%83%88%E3%83%AD%E3%83%BC%E3%83%AB%E3%82%BF%E3%83%AF%E3%83%BC%E3%80%8D\"><\/span><strong>\u7b2c5\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/NOW\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30b5\u30fc\u30d3\u30b9\u30ca\u30a6\uff08NOW\uff09<\/a>\u2015 \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI\u306e\u300c\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30bf\u30ef\u30fc\u300d<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>NOW<\/strong><\/td><td>ServiceNow, Inc.<\/td><td>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI\u30fbSaaS<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u300c\u6307\u63ee\u30bb\u30f3\u30bf\u30fc\u300d\u3068\u3057\u3066\u518d\u8a55\u4fa1<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b5\u30fc\u30d3\u30b9\u30ca\u30a6\u306fIT\u30fbHR\u30fb\u30ab\u30b9\u30bf\u30de\u30fc\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u4f01\u696d\u306e\u57fa\u5e79\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u4e00\u5143\u7ba1\u7406\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u72ec\u81ea\u306e\u30dd\u30b8\u30b7\u30e7\u30f3\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30fb\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30c7\u30fc\u30bf\u3092\u4f01\u696d\u5168\u4f53\u3067\u30b3\u30fc\u30c7\u30a3\u30cd\u30fc\u30c8\u3059\u308b\u300cAI\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30bf\u30ef\u30fc\u300d\u3068\u3057\u3066\u81ea\u793e\u3092\u4f4d\u7f6e\u3065\u3051\u3066\u304a\u308a\u3001OpenAI\u30fbGoogle\u30fbAnthropic\u306a\u3069\u306e\u30e2\u30c7\u30eb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u76f4\u63a5\u7af6\u5408\u305b\u305a\u3001\u305d\u306e\u4e0a\u4f4d\u30ec\u30a4\u30e4\u30fc\u3067\u4fa1\u5024\u3092\u63d0\u4f9b\u3059\u308b\u6226\u7565\u304c\u5e02\u5834\u306b\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Now Assist AI\u306e\u6025\u901f\u306a\u63a1\u7528\u3068\u8ca1\u52d9<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Q1 2026\u3067\u306f\u3001AI\u30b9\u30da\u30b7\u30e3\u30ea\u30b9\u30c8\u304c\u5f93\u6765\u306e\u4eba\u9593\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306b\u6bd4\u307999%\u9ad8\u901f\u306b\u30b1\u30fc\u30b9\u3092\u89e3\u6c7a\u3059\u308b\uff08\u6240\u8981\u6642\u9593\uff1a2\u65e5\u219220\u5206\u672a\u6e80\uff09\u3068\u3044\u3046\u30c7\u30fc\u30bf\u304c\u5831\u544a\u3055\u308c\u307e\u3057\u305f\u3002\u30a2\u30ca\u30ea\u30b9\u30c8\u306f2026\u5e74\u306bEPS\u304c20%\u5897\u30012027\u5e74\u306b28%\u5897\u3068\u4e88\u6e2c\u3057\u3066\u304a\u308a\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306e45\u4eba\u306e\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u3046\u306137\u4eba\u304c\u300cStrong Buy\u300d\u8a55\u4fa1\u3092\u4ed8\u3051\u3066\u3044\u307e\u3059\u30022026\u5e74AI\u53ce\u76ca\u76ee\u6a19\u306f15\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd43\u6841\u6210\u9577\uff09\u3067\u3001\u81ea\u793e\u682a\u8cb7\u3044\u3082\u7a4d\u6975\u7684\u306b\u5b9f\u65bd\u4e2d\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08NOW\uff09<\/strong><br>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u306e\u7ba1\u7406\u57fa\u76e4\u3068\u3057\u3066\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u306b\u3002EPS\u6210\u9577\u738720%\u8d85\u304c2\u5e74\u9023\u7d9a\u3067\u898b\u8fbc\u307e\u308c\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u5f37\u6c17\u8a55\u4fa1\u304c\u9ad8\u3044\u30022026\u5e74Q1\u306b\u682a\u4fa1\u304c17%\u6025\u843d\u3057\u305f\u5c40\u9762\u306f\u62bc\u3057\u76ee\u3068\u3057\u3066\u8a55\u4fa1\u53ef\u80fd\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC6%E4%BD%8D%EF%BC%9A%E3%82%BB%E3%83%BC%E3%83%AB%E3%82%B9%E3%83%95%E3%82%A9%E3%83%BC%E3%82%B9%EF%BC%88CRM%EF%BC%89%E2%80%95_Agentforce%E3%81%A7%E7%94%9F%E3%81%BE%E3%82%8C%E5%A4%89%E3%82%8F%E3%82%8BCRM%E5%B7%A8%E4%BA%BA\"><\/span><strong>\u7b2c6\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/CRM\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\uff08CRM\uff09<\/a>\u2015 Agentforce\u3067\u751f\u307e\u308c\u5909\u308f\u308bCRM\u5de8\u4eba<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table stk-table-scroll is-style-stripes\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>CRM<\/strong><\/td><td>Salesforce, Inc.<\/td><td>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baSaaS\u30fbAI<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Agentforce\u304c\u63cf\u304f\u300c\u5ea7\u5e2d\u8ab2\u91d1\u300d\u304b\u3089\u300c\u6210\u679c\u8ab2\u91d1\u300d\u3078\u306e\u8ee2\u63db<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30bb\u30fc\u30eb\u30b9\u30d5\u30a9\u30fc\u30b9\u306fQ1 FY2027\u3067\u58f2\u4e0a\u9ad8111.3\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd413%\u5897\uff09\u3001\u8abf\u6574\u5f8cEPS3.88\u30c9\u30eb\u3068\u5e02\u5834\u4e88\u60f3\u3092\u5927\u304d\u304f\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002\u6700\u5927\u306e\u6ce8\u76ee\u306f\u3001AI\u81ea\u5f8b\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u300cAgentforce\u300d\u306e\u5e74\u6b21\u7d4c\u5e38\u53ce\u76ca\u304c169%\u5897\u306b\u9054\u3057\u3001AI\u3068\u30c7\u30fc\u30bf\u3092\u5408\u308f\u305b\u305fARR\u304c29\u5104\u30c9\u30eb\u3092\u8d85\u3048\u305f\u70b9\u3067\u3059\u3002\u3053\u308c\u307e\u3067\u306e\u300cCRM\u30bd\u30d5\u30c8\u4f01\u696d\u300d\u304b\u3089\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3067\u696d\u52d9\u3092\u81ea\u52d5\u5316\u3059\u308b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4f01\u696d\u300d\u3078\u3068\u5909\u8c8c\u3092\u9042\u3052\u3088\u3046\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u300cSaaSpocalypse\u300d\u61f8\u5ff5\u306e\u4e2d\u306e\u9006\u5f35\u308a\u6a5f\u4f1a<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u306b\u5165\u308aCRM\u682a\u306f\u4e00\u664232%\u4e0b\u843d\u3057\u3066\u304a\u308a\u3001AI\u4ee3\u66ff\u8105\u5a01\u3078\u306e\u61f8\u5ff5\u304c\u682a\u4fa1\u3092\u5927\u304d\u304f\u62bc\u3057\u4e0b\u3052\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u540c\u793e\u306e\u5bfe\u5fdc\u306f\u660e\u5feb\u3067\u3001\u300c\u5ea7\u5e2d\u5358\u4f4d\u306e\u8ab2\u91d1\u300d\u304b\u3089\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u5b8c\u4e86\u3057\u305f\u4f5c\u696d\u5358\u4f4d\u306e\u8ab2\u91d1\u300d\u3078\u3068\u53ce\u76ca\u30e2\u30c7\u30eb\u3092\u8ee2\u63db\u3059\u308b\u3053\u3068\u3067\u3001AI\u306e\u666e\u53ca\u304c\u53ce\u76ca\u5897\u52a0\u306b\u3064\u306a\u304c\u308b\u69cb\u9020\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u73fe\u5728\u306e\u4e88\u60f3PER\u7d0415\u500d\u306f\u5272\u5b89\u611f\u304c\u3042\u308a\u3001Agentforce\u306e\u6210\u9577\u52a0\u901f\u3092\u78ba\u8a8d\u3067\u304d\u308c\u3070\u5927\u304d\u306a\u682a\u4fa1\u4e0a\u6607\u4f59\u5730\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08CRM\uff09<\/strong><br>AI\u4ee3\u66ff\u61f8\u5ff5\u3067\u682a\u4fa1\u304c\u8abf\u6574\u3057\u305f\u7d50\u679c\u3001\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306f\u5272\u5b89\u570f\u3078\u3002Agentforce ARR\u304c169%\u5897\u3068\u9ad8\u6210\u9577\u4e2d\u3002\u5ea7\u5e2d\u8ab2\u91d1\u2192\u6210\u679c\u8ab2\u91d1\u30e2\u30c7\u30eb\u3078\u306e\u8ee2\u63db\u304c\u6210\u529f\u3059\u308c\u3070\u696d\u7e3e\u306b\u4e0a\u65b9\u4fee\u6b63\u5727\u529b\u30022026\u5e74\u4e0b\u534a\u671f\u306b\u9006\u5f35\u308a\u5019\u88dc\u3068\u3057\u3066\u6ce8\u76ee\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC7%E4%BD%8D%EF%BC%9A%E3%83%AF%E3%83%BC%E3%82%AF%E3%83%87%E3%82%A4%EF%BC%88WDAY%EF%BC%89%E2%80%95_%E4%BA%BA%E4%BA%8B%E3%83%BB%E8%B2%A1%E5%8B%99DX%E3%81%AEAI%E5%8C%96%E5%8A%A0%E9%80%9F\"><\/span><strong>\u7b2c7\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/WDAY\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30ef\u30fc\u30af\u30c7\u30a4\uff08WDAY\uff09<\/a>\u2015 \u4eba\u4e8b\u30fb\u8ca1\u52d9DX\u306eAI\u5316\u52a0\u901f<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>WDAY<\/strong><\/td><td>Workday, Inc.<\/td><td>HR\u30c6\u30c3\u30af\u30fb\u8ca1\u52d9SaaS\u30fbAI<\/td><td>\u4e2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>HRM\u3068ERP\u5e02\u5834\u306eAI\u5316\u3067\u30dd\u30b8\u30b7\u30e7\u30f3\u5f37\u5316<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30c7\u30a4\u306f\u4eba\u4e8b\u7ba1\u7406\uff08HCM\uff09\u30fb\u7d66\u4e0e\u8a08\u7b97\u30fb\u8ca1\u52d9\u7ba1\u7406\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001Fortune 500\u4f01\u696d\u306e\u904e\u534a\u6570\u3092\u9867\u5ba2\u306b\u6301\u3064\u5b9f\u529b\u6d3eSaaS\u4f01\u696d\u3067\u3059\u30022026\u5e74\u306b\u306f\u300cWorkday AI\u300d\u306e\u5c55\u958b\u3092\u52a0\u901f\u3055\u305b\u3066\u304a\u308a\u3001\u63a1\u7528\u30fb\u8a55\u4fa1\u30fb\u4eba\u6750\u914d\u7f6e\u30fb\u8ca1\u52d9\u4e88\u6e2c\u3068\u3044\u3063\u305f\u696d\u52d9\u306bAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u7d44\u307f\u8fbc\u3080\u300cAI-first HCM\u300d\u3078\u306e\u79fb\u884c\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002NVIDIA\u306e\u30b8\u30a7\u30f3\u30b9\u30f3\u30fb\u30d5\u30a2\u30f3\u6c0f\u306e\u767a\u8a00\u304c\u304d\u3063\u304b\u3051\u3068\u306a\u3063\u305f\u300c\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u682a\u306e\u518d\u8a55\u4fa1\u300d\u306e\u4e2d\u3067\u3082\u3001\u30ef\u30fc\u30af\u30c7\u30a4\u306f\u6ce8\u76ee\u9298\u67c4\u306e\u4e00\u3064\u3068\u3057\u3066\u6d6e\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u5b89\u5b9a\u3057\u305fARR\u6210\u9577\u3068\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ef\u30fc\u30af\u30c7\u30a4\u306f\u56db\u534a\u671f\u3054\u3068\u306b\u9ad8\u3044\u5e74\u6b21\u7d4c\u5e38\u53ce\u76ca\uff08ARR\uff09\u6210\u9577\u7387\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u9867\u5ba2\u306e\u9ad8\u3044\u7d99\u7d9a\u7387\u304c\u5b89\u5b9a\u3057\u305f\u53ce\u76ca\u57fa\u76e4\u3092\u652f\u3048\u3066\u3044\u307e\u3059\u3002\u8fd1\u5e74\u306f\u53ce\u76ca\u6027\u6539\u5584\u306b\u3082\u6ce8\u529b\u3057\u3066\u304a\u308a\u3001\u55b6\u696d\u5229\u76ca\u7387\u3068\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u304c\u7740\u5b9f\u306b\u5411\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002\u666f\u6c17\u5f8c\u9000\u5c40\u9762\u3067\u306e\u4eba\u4ef6\u8cbb\u30b3\u30b9\u30c8\u524a\u6e1b\u30cb\u30fc\u30ba\u304c\u304b\u3048\u3063\u3066\u9700\u8981\u3092\u9ad8\u3081\u308b\u300c\u4e0d\u6cc1\u8010\u6027\u300d\u3082\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08WDAY\uff09<\/strong><br>HCM\u30fbERP\u5e02\u5834\u3067AI\u3092\u6d3b\u7528\u3057\u305f\u9ad8\u3044\u53c2\u5165\u969c\u58c1\u3092\u6301\u3064\u3002\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u9867\u5ba2\u306e\u9ad8\u3044\u7d99\u7d9a\u7387\u304cARR\u6210\u9577\u3092\u4e0b\u652f\u3048\u3002SaaS\u518d\u8a55\u4fa1\u5c40\u9762\u3067\u306e\u5272\u5b89\u611f\u3068\u9577\u671f\u6210\u9577\u6027\u304c\u9b45\u529b\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC8%E4%BD%8D%EF%BC%9A%E3%82%A2%E3%83%89%E3%83%90%E3%83%B3%E3%82%B9%E3%83%88%E3%83%BB%E3%83%9E%E3%82%A4%E3%82%AF%E3%83%AD%E3%83%BB%E3%83%87%E3%83%90%E3%82%A4%E3%82%B7%E3%82%BA%EF%BC%88AMD%EF%BC%89%E2%80%95_NVIDIA%E3%81%B8%E3%81%AE%E5%AF%BE%E6%8A%97%E9%A6%AC%E3%81%A8%E3%81%97%E3%81%A6%E6%80%A5%E6%88%90%E9%95%B7\"><\/span><strong>\u7b2c8\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/AMD\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a2\u30c9\u30d0\u30f3\u30b9\u30c8\u30fb\u30de\u30a4\u30af\u30ed\u30fb\u30c7\u30d0\u30a4\u30b7\u30ba\uff08AMD\uff09<\/a>\u2015 NVIDIA\u3078\u306e\u5bfe\u6297\u99ac\u3068\u3057\u3066\u6025\u6210\u9577<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>AMD<\/strong><\/td><td>Advanced Micro Devices, Inc.<\/td><td>\u534a\u5c0e\u4f53\u30fbAI GPU<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>MI350\u30fbMI400\u30b7\u30ea\u30fc\u30ba\u3067AI GPU\u5e02\u5834\u3092\u8ffd\u6483<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\u306fNVIDIA\u306eBlackwell\/Rubin\u306b\u5bfe\u6297\u3059\u308bAI GPU\u300cMI350\u300d\u300cMI400\u300d\u30b7\u30ea\u30fc\u30ba\u30922026\u5e74\u4e0b\u534a\u671f\u306b\u5411\u3051\u3066\u672c\u683c\u5c55\u958b\u3057\u3066\u3044\u307e\u3059\u3002NVIDIA\u4e00\u6975\u96c6\u4e2d\u3092\u907f\u3051\u305f\u3044\u30af\u30e9\u30a6\u30c9\u5404\u793e\uff08Microsoft Azure\u30fbMeta\u30fbGoogle\uff09\u304cAMD\u88fdGPU\u306e\u7a4d\u6975\u63a1\u7528\u3092\u9032\u3081\u3066\u304a\u308a\u3001AI GPU\u5e02\u5834\u3067\u306e\u30b7\u30a7\u30a2\u62e1\u5927\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001PC\u304a\u3088\u3073\u30b5\u30fc\u30d0\u30fc\u5411\u3051CPU\u300cRyzen\u300d\u300cEPYC\u300d\u30b7\u30ea\u30fc\u30ba\u3067\u3082Intel\u304b\u3089\u306e\u30b7\u30a7\u30a2\u596a\u53d6\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u7206\u767a\u7684\u6210\u9577<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AMD\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30bb\u30b0\u30e1\u30f3\u30c8\u306f\u524d\u5e74\u540c\u671f\u6bd4\u3067\u9ad8\u3044\u6210\u9577\u7387\u3092\u8a18\u9332\u3057\u3066\u304a\u308a\u3001AI\u63a8\u8ad6\u5411\u3051\u30c1\u30c3\u30d7\u306e\u9700\u8981\u62e1\u5927\u304c\u30a4\u30f3\u30b9\u30bf\u30f3\u30c8\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002NVIDIA\u3068\u6bd4\u8f03\u3059\u308b\u3068\u6642\u4fa1\u7dcf\u984d\u30fbEPS\u306f\u307e\u3060\u5c0f\u3055\u3044\u3067\u3059\u304c\u3001\u305d\u306e\u5206\u3060\u3051\u6210\u9577\u4f59\u5730\u3082\u5927\u304d\u3044\u3068\u898b\u3089\u308c\u307e\u3059\u3002\u9ad8\u30ea\u30b9\u30af\u30fb\u9ad8\u30ea\u30bf\u30fc\u30f3\u3092\u5fd7\u5411\u3059\u308b\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u3001\u534a\u5c0e\u4f53\u30bb\u30af\u30bf\u30fc\u306e\u300c\u4ee3\u66ff\u7684\u306aAI\u6210\u9577\u682a\u300d\u3068\u3057\u3066\u9b45\u529b\u7684\u306a\u30dd\u30b8\u30b7\u30e7\u30f3\u306b\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08AMD\uff09<\/strong><br>MI350\/MI400\u3067NVIDIA\u3068\u306e\u5dee\u3092\u7e2e\u5c0f\u4e2d\u3002\u5927\u624b\u30af\u30e9\u30a6\u30c9\u304cAMD GPU\u63a1\u7528\u3092\u62e1\u5927\u3057\u5e02\u5834\u30b7\u30a7\u30a2\u304c\u5411\u4e0a\u3002PC\u30fb\u30b5\u30fc\u30d0\u30fcCPU\u3067\u306eIntel\u30b7\u30a7\u30a2\u596a\u53d6\u3082\u7d99\u7d9a\u3002NVIDIA\u3068\u7d44\u307f\u5408\u308f\u305b\u305f\u534a\u5c0e\u4f53\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u69cb\u6210\u8981\u7d20\u3068\u3057\u3066\u6709\u52b9\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC9%E4%BD%8D%EF%BC%9A%E3%82%A2%E3%83%AA%E3%82%B9%E3%82%BF%E3%83%8D%E3%83%83%E3%83%88%E3%83%AF%E3%83%BC%E3%82%AF%E3%82%B9%EF%BC%88ANET%EF%BC%89%E2%80%95_AI%E3%83%87%E3%83%BC%E3%82%BF%E3%82%BB%E3%83%B3%E3%82%BF%E3%83%BC%E5%90%91%E3%81%91%E3%83%8D%E3%83%83%E3%83%88%E3%83%AF%E3%83%BC%E3%82%AD%E3%83%B3%E3%82%B0%E3%81%AE%E7%8E%8B%E8%80%85\"><\/span><strong>\u7b2c9\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/ANET\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30a2\u30ea\u30b9\u30bf\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\uff08ANET\uff09<\/a>\u2015 AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306e\u738b\u8005<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>ANET<\/strong><\/td><td>Arista Networks, Inc.<\/td><td>\u30af\u30e9\u30a6\u30c9\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u30fbAI<\/td><td>\u4e2d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>AI\u30af\u30e9\u30b9\u30bf\u30fc\u9593\u306e\u8d85\u9ad8\u901f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u9700\u8981\u6025\u62e1\u5927<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u306e\u5b66\u7fd2\u30fb\u63a8\u8ad6\u306b\u306f\u81a8\u5927\u306aGPU\u30af\u30e9\u30b9\u30bf\u30fc\u9593\u3067\u30c7\u30fc\u30bf\u3092\u9ad8\u901f\u306b\u8ee2\u9001\u3059\u308b\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u30a2\u30ea\u30b9\u30bf\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u306f\u3053\u306eAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5411\u3051\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u30fb\u30b9\u30a4\u30c3\u30c1\u5e02\u5834\u3067\u30c8\u30c3\u30d7\u30b7\u30a7\u30a2\u3092\u6301\u3061\u3001Meta\u30fbMicrosoft\u30fbGoogle\u306a\u3069\u8d85\u5927\u578b\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u304b\u3089\u5b89\u5b9a\u3057\u305f\u53d7\u6ce8\u3092\u5f97\u3066\u3044\u307e\u3059\u3002NVIDIA\u304c\u4e3b\u5c0e\u3059\u308bAI GPU\u9700\u8981\u306e\u5897\u52a0\u306f\u3001\u305d\u306e\u307e\u307e\u30a2\u30ea\u30b9\u30bf\u306e\u6a5f\u5668\u9700\u8981\u5897\u52a0\u306b\u76f4\u7d50\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>\u9ad8\u3044\u5229\u76ca\u7387\u3068\u5b89\u5b9a\u3057\u305f\u6210\u9577<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30ea\u30b9\u30bf\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30b9\u306f\u9ad8\u3044\u7c97\u5229\u76ca\u7387\uff0860%\u8d85\uff09\u3068\u5b89\u5b9a\u3057\u305f\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u6210\u9577\u3092\u7dad\u6301\u3057\u3066\u304a\u308a\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u4f01\u696d\u3067\u3042\u308a\u306a\u304c\u3089\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u7684\u306a\u53ce\u76ca\u6027\u3092\u8a87\u308a\u307e\u3059\u3002\u7af6\u5408\u306eCisco\u30fbJuniper\u3088\u308a\u6280\u8853\u7684\u512a\u4f4d\u6027\u304c\u9ad8\u304f\u3001\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u30b3\u30b9\u30c8\u3082\u9ad8\u3044\u305f\u3081\u9867\u5ba2\u306e\u7d99\u7d9a\u7387\u304c\u6975\u3081\u3066\u9ad8\u3044\u70b9\u304c\u5f37\u307f\u3067\u3059\u3002AI\u6295\u8cc7\u30d6\u30fc\u30e0\u306e\u300c\u9759\u304b\u306a\u53d7\u76ca\u8005\u300d\u3068\u3057\u3066\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u5b89\u5b9a\u6210\u9577\u682a\u3068\u3057\u3066\u6a5f\u80fd\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08ANET\uff09<\/strong><br>AI\u30af\u30e9\u30b9\u30bf\u9593\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u9700\u8981\u306e\u6025\u62e1\u5927\u304b\u3089\u76f4\u63a5\u6069\u6075\u3002\u8d85\u5927\u578b\u30af\u30e9\u30a6\u30c9\u9867\u5ba2\u3092\u6301\u3061\u5b89\u5b9a\u3057\u305f\u53d7\u6ce8\u6b8b\u3092\u78ba\u4fdd\u3002\u9ad8\u3044\u5229\u76ca\u7387\u3068\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u304c\u8a55\u4fa1\u306e\u6839\u62e0\u3002\u4e2d\u30ea\u30b9\u30af\u3067\u9577\u671f\u4fdd\u6709\u306b\u9069\u3057\u305f\u300c\u9759\u304b\u306a\u6210\u9577\u682a\u300d\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E7%AC%AC10%E4%BD%8D%EF%BC%9A%E3%82%B9%E3%83%8E%E3%83%BC%E3%83%95%E3%83%AC%E3%83%BC%E3%82%AF%EF%BC%88SNOW%EF%BC%89%E2%80%95_%E3%83%87%E3%83%BC%E3%82%BF%E3%82%AF%E3%83%A9%E3%82%A6%E3%83%89%E3%81%8CAI%E3%81%AE%E7%87%83%E6%96%99%E3%81%AB%E3%81%AA%E3%82%8B\"><\/span><strong>\u7b2c10\u4f4d\uff1a<a href=\"https:\/\/finance.yahoo.co.jp\/quote\/SNOW\" target=\"_blank\" rel=\"noopener\" title=\"\">\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\uff08SNOW\uff09<\/a>\u2015 \u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u304cAI\u306e\u71c3\u6599\u306b\u306a\u308b<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u4f01\u696d\u540d<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td><strong>SNOW<\/strong><\/td><td>Snowflake Inc.<\/td><td>\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9\u30fbAI<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>AI\u30e2\u30c7\u30eb\u306e\u5b66\u7fd2\u30c7\u30fc\u30bf\u57fa\u76e4\u3068\u3057\u3066\u6025\u6d6e\u4e0a<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\u306f\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306e\u30c7\u30fc\u30bf\u30a6\u30a7\u30a2\u30cf\u30a6\u30b9\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u3001\u4f01\u696d\u304cAI\u30e2\u30c7\u30eb\u3092\u5b66\u7fd2\u30fb\u904b\u7528\u3059\u308b\u305f\u3081\u306e\u30c7\u30fc\u30bf\u57fa\u76e4\u3068\u3057\u3066\u6025\u901f\u306b\u9700\u8981\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u30022026\u5e745\u6708\u306e\u6c7a\u7b97\u767a\u8868\u3067\u306f\u904e\u53bb\u6700\u5927\u306e1\u65e5\u4e0a\u6607\u7387\u3092\u8a18\u9332\u3057\u3001\u30c7\u30eb\u3084\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u682a\u306e\u30e9\u30ea\u30fc\u306b\u5148\u884c\u3059\u308b\u5f62\u3067\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u518d\u8a55\u4fa1\u306e\u5148\u9663\u3092\u5207\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-hint wp-block-paragraph\"><strong>\u6295\u8cc7\u30dd\u30a4\u30f3\u30c8\uff08SNOW\uff09<\/strong><br>AI\u30e2\u30c7\u30eb\u306e\u30c7\u30fc\u30bf\u57fa\u76e4\u3068\u3057\u3066\u69cb\u9020\u7684\u9700\u8981\u304c\u62e1\u5927\u3002Cortex AI\u3068Consumption\u8ab2\u91d1\u304c\u53ce\u76ca\u306e\u81ea\u52d5\u62e1\u5927\u3092\u53ef\u80fd\u306b\u3059\u308b\u3002\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u518d\u8a55\u4fa1\u5c40\u9762\u306e\u5148\u884c\u6307\u6a19\u3068\u3057\u3066\u6ce8\u76ee\u3002\u9ad8\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u9577\u671f\u76ee\u7dda\u304c\u524d\u63d0\u3002<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Cortex AI\u3068\u30c7\u30fc\u30bf\u30b7\u30a7\u30a2\u30ea\u30f3\u30b0\u306e\u5dee\u5225\u5316<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30ce\u30fc\u30d5\u30ec\u30fc\u30af\u306e\u300cCortex AI\u300d\u306f\u3001\u8907\u6570\u306e\u5927\u898f\u6a21\u8a00\u8a9e\u30e2\u30c7\u30eb\u3092\u30c7\u30fc\u30bf\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u4e0a\u3067\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u6d3b\u7528\u3067\u304d\u308b\u6a5f\u80fd\u3092\u63d0\u4f9b\u3057\u3066\u304a\u308a\u3001\u4f01\u696d\u306eAI\u69cb\u7bc9\u30b3\u30b9\u30c8\u3092\u5927\u5e45\u306b\u524a\u6e1b\u3057\u307e\u3059\u3002\u30c7\u30fc\u30bf\u3092\u79fb\u52d5\u3055\u305b\u305a\u306b\u7570\u306a\u308b\u4f01\u696d\u9593\u3067\u30c7\u30fc\u30bf\u3092\u5171\u6709\u30fb\u5206\u6790\u3067\u304d\u308b\u300cData Sharing\u300d\u6a5f\u80fd\u3082\u72ec\u81ea\u306e\u7af6\u5408\u512a\u4f4d\u6027\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u6d88\u8cbb\u578b\uff08Consumption-based\uff09\u8ab2\u91d1\u30e2\u30c7\u30eb\u306fAI\u6d3b\u7528\u62e1\u5927\u3068\u3068\u3082\u306b\u81ea\u7136\u306b\u53ce\u76ca\u304c\u5897\u52a0\u3059\u308b\u69cb\u9020\u3067\u3001\u9ad8\u3044\u6210\u9577\u6027\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"10%E9%8A%98%E6%9F%84_%E6%AF%94%E8%BC%83%E3%81%BE%E3%81%A8%E3%82%81%E8%A1%A8\"><\/span><strong>10\u9298\u67c4 \u6bd4\u8f03\u307e\u3068\u3081\u8868<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-table is-style-stripes stk-table-scroll\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>\u9806\u4f4d<\/strong><\/td><td><strong>\u30c6\u30a3\u30c3\u30ab\u30fc<\/strong><\/td><td><strong>\u6295\u8cc7\u30c6\u30fc\u30de<\/strong><\/td><td><strong>\u30bb\u30af\u30bf\u30fc<\/strong><\/td><td><strong>\u30ea\u30b9\u30af<\/strong><\/td><\/tr><tr><td>1<\/td><td><strong>DELL<\/strong><\/td><td>AI\u30b5\u30fc\u30d0\u30fc\u30fb513\u5104\u30c9\u30eb\u53d7\u6ce8\u6b8b<\/td><td>AI\u30a4\u30f3\u30d5\u30e9<\/td><td>\u9ad8<\/td><\/tr><tr><td>2<\/td><td><strong>HPQ<\/strong><\/td><td>AI PC44%\u219270%\u30fb\u9ad8\u914d\u5f534.8%<\/td><td>AI PC\u30fb\u30d7\u30ea\u30f3\u30c8<\/td><td>\u4e2d<\/td><\/tr><tr><td>3<\/td><td><strong>CRWD<\/strong><\/td><td>AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u9632\u885b\u30fbFalcon\u7d71\u5408<\/td><td>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/td><td>\u9ad8<\/td><\/tr><tr><td>4<\/td><td><strong>PANW<\/strong><\/td><td>\u81ea\u5f8bAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u4fdd\u8b77\u7279\u5316<\/td><td>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><tr><td>5<\/td><td><strong>NOW<\/strong><\/td><td>AI\u30b3\u30f3\u30c8\u30ed\u30fc\u30eb\u30bf\u30ef\u30fc\u30fbEPS+20%<\/td><td>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baAI<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><tr><td>6<\/td><td><strong>CRM<\/strong><\/td><td>Agentforce ARR+169%\u30fb\u9006\u5f35\u308a<\/td><td>\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30baSaaS<\/td><td>\u4e2d\u301c\u9ad8<\/td><\/tr><tr><td>7<\/td><td><strong>WDAY<\/strong><\/td><td>HCM\u30fbERP AI\u5316\u30fb\u4e0d\u6cc1\u8010\u6027<\/td><td>HR\u30c6\u30c3\u30af\u30fb\u8ca1\u52d9SaaS<\/td><td>\u4e2d<\/td><\/tr><tr><td>8<\/td><td><strong>AMD<\/strong><\/td><td>MI350\/400\u30fbGPU\u5e02\u5834\u30b7\u30a7\u30a2\u62e1\u5927<\/td><td>\u534a\u5c0e\u4f53\u30fbAI GPU<\/td><td>\u9ad8<\/td><\/tr><tr><td>9<\/td><td><strong>ANET<\/strong><\/td><td>AI\u30af\u30e9\u30b9\u30bf\u30fc\u5411\u3051\u9ad8\u901f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/td><td>\u30af\u30e9\u30a6\u30c9\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/td><td>\u4e2d<\/td><\/tr><tr><td>10<\/td><td><strong>SNOW<\/strong><\/td><td>AI\u30c7\u30fc\u30bf\u57fa\u76e4\u30fbCortex AI<\/td><td>\u30c7\u30fc\u30bf\u30af\u30e9\u30a6\u30c9<\/td><td>\u9ad8<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%83%9D%E3%83%BC%E3%83%88%E3%83%95%E3%82%A9%E3%83%AA%E3%82%AA%E6%A7%8B%E7%AF%89%EF%BC%9AVol1%E3%81%A8%E3%81%AE%E7%B5%84%E3%81%BF%E5%90%88%E3%82%8F%E3%81%9B%E6%88%A6%E7%95%A5\"><\/span><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\uff1aVol.1\u3068\u306e\u7d44\u307f\u5408\u308f\u305b\u6226\u7565<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n<div class=\"related_article typesimple\"><a class=\"related_article__link no-icon\" href=\"https:\/\/marketsquare.jp\/?p=1070\"><figure class=\"eyecatch of-cover thum\"><img decoding=\"async\" width=\"485\" height=\"239\" src=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Recommended-US-Stocks-for-2026-485x239.jpg\" class=\"archives-eyecatch-image attachment-oc-post-thum wp-post-image\" alt=\"2026\u5e74\u4e0b\u534a\u671f\u304a\u3059\u3059\u3081\u7c73\u56fd\u682a10\u9078\" srcset=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Recommended-US-Stocks-for-2026-485x239.jpg 485w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Recommended-US-Stocks-for-2026-300x148.jpg 300w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Recommended-US-Stocks-for-2026-1024x504.jpg 1024w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Recommended-US-Stocks-for-2026-768x378.jpg 768w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2026\/05\/Recommended-US-Stocks-for-2026.jpg 1280w\" sizes=\"(max-width: 485px) 45vw, 485px\" \/><\/figure><div class=\"related_article__meta archives_post__meta inbox\"><div class=\"related_article__ttl ttl\"><span class=\"labeltext\">\u95a2\u9023\u8a18\u4e8b<\/span>2026\u5e74\u4e0b\u534a\u671f\u304a\u3059\u3059\u3081\u7c73\u56fd\u682a10\u9078\uff5cAI\u9769\u547d\u30fb\u534a\u5c0e\u4f53\u9700\u8981\u30fb\u5206\u6563\u6295\u8cc7\u3067\u52dd\u3064\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u6226\u7565<\/div><time class=\"time__date gf\">2026.05.18<\/time><\/div><\/a><\/div>\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Vol1%EF%BC%88%E5%8D%8A%E5%B0%8E%E4%BD%93%E3%83%BBAI%E5%9F%BA%E7%9B%A4%EF%BC%89%EF%BC%8BVol2%EF%BC%88%E3%83%8F%E3%82%A4%E3%83%86%E3%82%AF%E5%BF%9C%E7%94%A8%EF%BC%89%E3%81%AE%E6%9C%80%E5%BC%B7%E3%83%9D%E3%83%BC%E3%83%88%E3%83%95%E3%82%A9%E3%83%AA%E3%82%AA\"><\/span><strong>Vol.1\uff08\u534a\u5c0e\u4f53\u30fbAI\u57fa\u76e4\uff09\uff0bVol.2\uff08\u30cf\u30a4\u30c6\u30af\u5fdc\u7528\uff09\u306e\u6700\u5f37\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Vol.1\uff08ASML\u30fbNVDA\u30fbMSFT\u30fbGOOGL\u30fbMETA\u30fbAMZN\u30fbAVGO\u30fbPLTR\u30fbLLY\u30fbMU\uff09\u3068Vol.2\uff08DELL\u30fbHPQ\u30fbCRWD\u30fbPANW\u30fbNOW\u30fbCRM\u30fbWDAY\u30fbAMD\u30fbANET\u30fbSNOW\uff09\u3092\u7d44\u307f\u5408\u308f\u305b\u308b\u3053\u3068\u3067\u3001AI\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u3092\u30ab\u30d0\u30fc\u3059\u308b\u5f37\u529b\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u534a\u5c0e\u4f53\u88fd\u9020\uff08ASML\u30fbNVDA\u30fbAMD\u30fbMU\u30fbAVGO\uff09\uff1aAI\u306e\u300c\u982d\u8133\u300d\u3092\u4f5c\u308b\u5ddd\u4e0a<\/li>\n\n\n\n<li>AI\u30b5\u30fc\u30d0\u30fc\u30fb\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\uff08DELL\u30fbANET\uff09\uff1aAI\u306e\u300c\u4f53\u300d\u3092\u69cb\u7bc9\u3059\u308b\u4e2d\u6d41<\/li>\n\n\n\n<li>\u30af\u30e9\u30a6\u30c9\u30fb\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\uff08MSFT\u30fbGOOGL\u30fbAMZN\uff09\uff1aAI\u3092\u300c\u52d5\u304b\u3059\u300d\u57fa\u76e4<\/li>\n\n\n\n<li>\u00a0AI\u5fdc\u7528\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\uff08NOW\u30fbCRM\u30fbWDAY\u30fbSNOW\u30fbPLTR\uff09\uff1aAI\u3067\u300c\u7a3c\u3050\u300d\u5ddd\u4e0b<\/li>\n\n\n\n<li>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\uff08CRWD\u30fbPANW\uff09\uff1aAI\u3092\u300c\u5b88\u308b\u300d\u9632\u885b\u30e9\u30a4\u30f3<\/li>\n\n\n\n<li>AI PC\u30fb\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\uff08HPQ\uff09\uff1aAI\u5229\u7528\u306e\u300c\u5165\u53e3\u300d\u3092\u30ab\u30d0\u30fc<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E4%B8%BB%E3%81%AA%E6%8A%95%E8%B3%87%E3%83%AA%E3%82%B9%E3%82%AF%E3%81%A8%E6%B3%A8%E6%84%8F%E7%82%B9\"><\/span><strong>\u4e3b\u306a\u6295\u8cc7\u30ea\u30b9\u30af\u3068\u6ce8\u610f\u70b9<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30d0\u30ea\u30e5\u30a8\u30fc\u30b7\u30e7\u30f3\u306e\u9ad8\u3055\uff1a<\/strong>DELL\u306f\u6c7a\u7b97\u5f8c\u306b\u682a\u4fa1\u304c\u6025\u9a30\u3057\u3001FY27\u4e88\u60f3PER\u304c36\u301c40\u500d\u3068\u9ad8\u6c34\u6e96\u3002\u696d\u7e3e\u304c\u671f\u5f85\u3092\u4e0b\u56de\u3063\u305f\u969b\u306e\u8abf\u6574\u5e45\u304c\u5927\u304d\u3044\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>SaaS\u3078\u306eAI\u4ee3\u66ff\u30ea\u30b9\u30af\uff1a<\/strong>CRM\u30fbWDAY\u306a\u3069\u306f\u300cAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u304c\u4eba\u9593\u306e\u4f5c\u696d\u3092\u4ee3\u66ff\u2192\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u4e0d\u8981\u300d\u3068\u3044\u3046\u61f8\u5ff5\u304c\u7d9a\u3044\u3066\u3044\u307e\u3059\u3002\u73fe\u5b9f\u306b\u306f\u63a1\u7528\u304c\u9032\u3093\u3067\u3044\u307e\u3059\u304c\u3001\u7d99\u7d9a\u7684\u306a\u6ce8\u8996\u304c\u5fc5\u8981\u3067\u3059\u3002<\/li>\n\n\n\n<li><strong>\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306eAI\u4ee3\u66ff\u61f8\u5ff5\uff1a<\/strong>\u65b0\u305f\u306aAI\u30d9\u30fc\u30b9\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u30c4\u30fc\u30eb\u304c\u65e2\u5b58\u306e\u4eba\u9593\u30d9\u30fc\u30b9\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u5727\u8feb\u3059\u308b\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002\u305f\u3060\u3057Falcon\u30fbPlatformization\u306e\u3088\u3046\u306a\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u77ed\u671f\u3067\u306f\u4ee3\u66ff\u56f0\u96e3\u3068\u898b\u3089\u308c\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>HPQ\u306e\u30e1\u30e2\u30ea\u30b3\u30b9\u30c8\u5727\u529b\uff1a<\/strong>\u5f8c\u534a\u671f\u306b\u304a\u3044\u3066\u30e1\u30e2\u30ea\u30fb\u30b9\u30c8\u30ec\u30fc\u30b8\u30b3\u30b9\u30c8\u9ad8\u9a30\u306b\u3088\u308a\u5229\u76ca\u7387\u304c\u5727\u8feb\u3055\u308c\u308b\u898b\u901a\u3057\u3067\u3001PC\u306e\u4fa1\u683c\u8ee2\u5ac1\u304c\u9650\u5b9a\u7684\u306a\u5834\u5408\u306b\u696d\u7e3e\u304c\u4e0b\u632f\u308c\u3059\u308b\u30ea\u30b9\u30af\u304c\u3042\u308a\u307e\u3059\u3002<\/li>\n\n\n\n<li><strong>\u91d1\u5229\u30fb\u70ba\u66ff\u30ea\u30b9\u30af\uff1a<\/strong>\u65e5\u672c\u306e\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u5186\u9ad8\u30fb\u30c9\u30eb\u5b89\u306f\u7c73\u56fd\u682a\u30ea\u30bf\u30fc\u30f3\u3092\u76ee\u6e1b\u308a\u3055\u305b\u307e\u3059\u3002\u9577\u671f\u7a4d\u307f\u7acb\u3066\u306b\u3088\u308b\u70ba\u66ff\u306e\u5e73\u5747\u5316\u304c\u6709\u52b9\u3067\u3059\u3002<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"%E3%81%BE%E3%81%A8%E3%82%81%EF%BC%9A2026%E5%B9%B4%E4%B8%8B%E5%8D%8A%E6%9C%9F%E3%83%8F%E3%82%A4%E3%83%86%E3%82%AF%E6%A0%AA%E6%8A%95%E8%B3%87%E3%81%AE%E8%A6%81%E7%82%B9\"><\/span><strong>\u307e\u3068\u3081\uff1a2026\u5e74\u4e0b\u534a\u671f\u30cf\u30a4\u30c6\u30af\u682a\u6295\u8cc7\u306e\u8981\u70b9<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">2026\u5e74\u4e0b\u534a\u671f\u306e\u30cf\u30a4\u30c6\u30af\u682a\u6295\u8cc7\u3092\u4e00\u8a00\u3067\u8868\u3059\u306a\u3089\u300cAI\u30a4\u30f3\u30d5\u30e9\u7206\u767a\u3068\u5fdc\u7528\u30bd\u30d5\u30c8\u518d\u8a55\u4fa1\u306e\u4e26\u8d70\u300d\u3067\u3059\u3002\u30c7\u30eb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\u306eAI\u30b5\u30fc\u30d0\u30fc\u6c7a\u7b97\u304c\u793a\u3057\u305f\u3088\u3046\u306b\u3001AI\u3078\u306e\u8a2d\u5099\u6295\u8cc7\u306f\u6e1b\u901f\u3059\u308b\u3069\u3053\u308d\u304b\u3080\u3057\u308d\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u6069\u6075\u306f\u30b5\u30fc\u30d0\u30fc\u30e1\u30fc\u30ab\u30fc\uff08DELL\uff09\u306b\u3068\u3069\u307e\u3089\u305a\u3001AI 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class=\"wp-block-paragraph\">\u6295\u8cc7\u306e\u4e16\u754c\u306b\u300c\u7d76\u5bfe\u300d\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u672c\u8a18\u4e8b\u306e\u60c5\u5831\u3092\u53c2\u8003\u306b\u3057\u3064\u3064\u3082\u3001\u5e38\u306b\u6700\u65b0\u306e\u6c7a\u7b97\u60c5\u5831\u30fb\u5e02\u5834\u52d5\u5411\u30fb\u30de\u30af\u30ed\u7d4c\u6e08\u6307\u6a19\u3092\u78ba\u8a8d\u3057\u3001\u81ea\u5df1\u306e\u6295\u8cc7\u76ee\u7684\u3068\u30ea\u30b9\u30af\u8a31\u5bb9\u5ea6\u306b\u5408\u3063\u305f\u5224\u65ad\u3092\u884c\u3046\u3053\u3068\u304c\u3001\u9577\u671f\u7684\u306a\u8cc7\u7523\u5f62\u6210\u306e\u7b2c\u4e00\u6b69\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"is-style-supplement-warning wp-block-paragraph\"><strong>\u514d\u8cac\u4e8b\u9805<\/strong>\uff1a\u672c\u8a18\u4e8b\u306f\u60c5\u5831\u63d0\u4f9b\u3092\u76ee\u7684\u3068\u3057\u3066\u304a\u308a\u3001\u7279\u5b9a\u306e\u9298\u67c4\u306e\u8cfc\u5165\u3092\u63a8\u5968\u3059\u308b\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u6295\u8cc7\u5224\u65ad\u306f\u81ea\u5df1\u8cac\u4efb\u3067\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002\u682a\u5f0f\u6295\u8cc7\u306b\u306f\u30ea\u30b9\u30af\u304c\u4f34\u3044\u3001\u5143\u672c\u5272\u308c\u306e\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u6295\u8cc7\u306b\u95a2\u3059\u308b\u6700\u7d42\u7684\u306a\u6c7a\u5b9a\u306f\u3001\u3054\u81ea\u8eab\u306e\u5224\u65ad\u3067\u884c\u3063\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n\n\n<div class=\"related_article typesimple\"><a class=\"related_article__link no-icon\" href=\"https:\/\/marketsquare.jp\/?p=150\"><figure class=\"eyecatch of-cover thum\"><img decoding=\"async\" width=\"485\" height=\"273\" src=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/08\/financial-securities-485x273.webp\" class=\"archives-eyecatch-image attachment-oc-post-thum wp-post-image\" alt=\"\u56fd\u5185\u3067\u304a\u3059\u3059\u3081\u306e\u8a3c\u5238\u4f1a\u793e\u30e9\u30f3\u30ad\u30f3\u30b02025\" srcset=\"https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/08\/financial-securities-485x273.webp 485w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/08\/financial-securities-300x169.webp 300w, https:\/\/marketsquare.jp\/wp-content\/uploads\/2025\/08\/financial-securities.webp 640w\" sizes=\"(max-width: 485px) 45vw, 485px\" \/><\/figure><div class=\"related_article__meta archives_post__meta inbox\"><div class=\"related_article__ttl ttl\"><span class=\"labeltext\">\u95a2\u9023\u8a18\u4e8b<\/span>\u56fd\u5185\u3067\u304a\u3059\u3059\u3081\u306e\u8a3c\u5238\u4f1a\u793e\u30e9\u30f3\u30ad\u30f3\u30b02026\uff5c\u521d\u5fc3\u8005\u304b\u3089\u4e0a\u7d1a\u8005\u307e\u3067\u5fb9\u5e95\u6bd4\u8f03<\/div><time class=\"time__date gf undo\">2026.04.30<\/time><\/div><\/a><\/div>","protected":false},"excerpt":{"rendered":"<p>2026\u5e74\u4e0b\u534a\u671f\u30cf\u30a4\u30c6\u30af\u682a\u5e02\u5834\u306e\u5168\u4f53\u50cf AI\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u306e\u7206\u767a\u7684\u62e1\u5927\u304c\u727d\u5f15 2026\u5e745\u6708\u672b\u3001\u30c7\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\u304c\u767a\u8868\u3057\u305fQ1 FY2027\u6c7a\u7b97\u306f\u5e02\u5834\u306b\u885d\u6483\u3092\u4e0e\u3048\u307e\u3057\u305f\u3002AI 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