{"id":342639,"date":"2026-02-05T19:26:25","date_gmt":"2026-02-05T19:26:25","guid":{"rendered":"https:\/\/www.wacoca.com\/life\/342639\/"},"modified":"2026-02-05T19:26:25","modified_gmt":"2026-02-05T19:26:25","slug":"%e3%82%a2%e3%83%b3%e3%82%b0%e3%83%ab%ef%bc%9a%ef%bd%81%ef%bd%89%e7%ab%b6%e4%ba%89%e3%81%a7%e3%82%b0%e3%83%bc%e3%82%b0%e3%83%ab%e8%ba%8d%e9%80%b2%e3%80%81%e3%82%a6%e3%82%a9%e3%83%bc%e3%83%ab%e8%a1%97","status":"publish","type":"post","link":"https:\/\/www.wacoca.com\/life\/342639\/","title":{"rendered":"\u30a2\u30f3\u30b0\u30eb\uff1a\uff21\uff29\u7af6\u4e89\u3067\u30b0\u30fc\u30b0\u30eb\u8e8d\u9032\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u3082\u8a2d\u5099\u6295\u8cc7\u6025\u5897\u3078\u306e\u8a55\u4fa1\u4e00\u5909 | \u30ed\u30a4\u30bf\u30fc"},"content":{"rendered":"
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\"アングル：ＡＩ競争でグーグル躍進、ウォール街も設備投資急増への評価一変\"\/<\/div>\n<\/div>\n

\u5199\u771f\u306f\u30b0\u30fc\u30b0\u30eb\u306e\u30ed\u30b4\u770b\u677f\u3002\uff12\uff10\uff12\uff15\u5e74\uff15\u6708\u3001\u7c73\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u30de\u30a6\u30f3\u30c6\u30f3\u30d3\u30e5\u30fc\u306e\u7814\u7a76\u65bd\u8a2d\u3067\u64ae\u5f71\u3002REUTERS\/Carlos Barria<\/p>\n<\/div>\n

\n
[\u30b5\u30f3\u30d5\u30e9\u30f3\u30b7\u30b9\u30b3 \uff14\u65e5 \u30ed\u30a4\u30bf\u30fc] – \u7c73\u30b0\u30fc\u30b0\u30eb\u306e\u6301\u3061\u682a\u4f1a\u793e\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8(GOOGL.O), opens new tab<\/a>
\n \u306f\u30a6\u30a9\u30fc\u30eb\u8857\uff08\u7c73\u91d1\u878d\u8857\uff09\u304b\u3089
\n \uff21\uff29\uff08\u4eba\u5de5\u77e5\u80fd\uff09\u5206\u91ce\u306e\u30ea\u30fc\u30c0\u30fc\u3068\u898b\u306a\u3055\u308c\u3066\u3044\u308b\u3002\u300c\u30c1\u30e3\u30c3\u30c8\uff27\uff30\uff34\u300d\u3092\u624b\u304c\u3051\u308b\u30aa\u30fc\u30d7\u30f3\uff21\uff29\u3068\u3044\u3063\u305f\u7af6\u5408\u4ed6\u793e\u306b\u5927\u304d\u304f\u9045\u308c\u3092\u53d6\u3063\u3066\u3044\u308b\u3068\u5224\u65ad\u3055\u308c\u3001\u682a\u5f0f\u304c\u58f2\u3089\u308c\u3066\u3044\u305f\uff11\u5e74\u524d\u306e\u72b6\u6cc1\u304c\u4e00\u5909\u3057\u305f\u5f62\u3060\u3002<\/div>\n
\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u5e79\u90e8\u306f\uff14\u65e5\u306e\u6c7a\u7b97\u767a\u8868<\/a>\u5f8c\u306e\u96fb\u8a71\u4f1a\u898b\u3067\u4e00\u6bb5\u306e\u81ea\u4fe1\u3092\u898b\u305b\u305f\u3002\u540c\u793e\u304c\u300c\u30b8\u30a7\u30df\u30cb\uff13\u300d\u3092\u767a\u8868\u3057\u3066\u4ee5\u6765\u521d\u3081\u3066\u306e\u3053\u3068\u3067\u3001\u3053\u306e\u6700\u65b0\uff21\uff29\u30e2\u30c7\u30eb\u306f\u30e6\u30fc\u30b6\u30fc\u3092\u9a5a\u304b\u305b\u3001\u30b0\u30fc\u30b0\u30eb\u304c\uff21\uff29\u7af6\u4e89\u3067\u8ffd\u3044\u4e0a\u3052\u308b\u4e00\u52a9\u3068\u306a\u3063\u305f\u3002<\/div>\n

\uff21\uff29\u6295\u8cc7\u304c\u5168\u793e\u7684\u306b\u6210\u679c\u3092\u4e0a\u3052\u59cb\u3081\u3066\u304a\u308a\u3001\u4eca\u5e74\uff11\uff17\uff15\uff10\u5104\u2500\uff11\uff18\uff15\uff10\u5104\u30c9\u30eb\u306b\u500d\u5897\u3059\u308b\u8a2d\u5099\u6295\u8cc7\u8a08\u753b\u3092\u6b63\u5f53\u5316\u3059\u308b\u3082\u306e\u3060\u3002\u30b9\u30f3\u30c0\u30fc\u30fb\u30d4\u30c1\u30e3\u30a4\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08\uff23\uff25\uff2f\uff09\u306f\u300c\u7279\u306b\u30b8\u30a7\u30df\u30cb\uff13\u306e\u30ea\u30ea\u30fc\u30b9\u4ee5\u964d\u3001\u30e6\u30fc\u30b6\u30fc\uff11\u4eba\u5f53\u305f\u308a\u306e\u30a8\u30f3\u30b2\u30fc\u30b8\u30e1\u30f3\u30c8\u304c\u5927\u5e45\u306b\u9ad8\u307e\u3063\u3066\u3044\u308b\u300d\u3068\u8ff0\u3079\u305f\u3002<\/p>\n

\u8a2d\u5099\u6295\u8cc7\u898b\u901a\u3057\u306e\u6025\u5897\u304c\u8b66\u6212\u3055\u308c\u3001\u682a\u4fa1\u306f\u6642\u9593\u5916\u53d6\u5f15\u3067\u4e00\u6642\uff16\uff05\u4e0b\u843d\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u30af\u30e9\u30a6\u30c9\u90e8\u9580\u306e\u5805\u8abf\u306a\u696d\u7e3e\uff08\uff12\uff10\uff12\uff15\u5e74\u7b2c\uff14\u30fb\u56db\u534a\u671f\u306f\uff14\uff18\uff05\u5897\u53ce\uff09\u3092\u306f\u3058\u3081\u4e8b\u696d\u5168\u4f53\u3067\u306e\uff21\uff29\u306b\u3088\u308b\u62bc\u3057\u4e0a\u3052\u52b9\u679c\u306b\u95a2\u5fc3\u304c\u79fb\u308a\u3001\u682a\u4fa1\u306f\u6025\u843d\u5206\u3092\u53d6\u308a\u623b\u3057\u3066\u6a2a\u3070\u3044\u3067\u63a8\u79fb\u3057\u305f\u3002<\/p>\n

\u3053\u308c\u306f\u30a6\u30a9\u30fc\u30eb\u8857\u304c\u73fe\u5728\u30c6\u30c3\u30af\u4f01\u696d\u306b\u767a\u4fe1\u3057\u3066\u3044\u308b\u30e1\u30c3\u30bb\u30fc\u30b8\u3092\u88cf\u4ed8\u3051\u308b\u7d50\u679c\u3068\u306a\u3063\u305f\u3002\u3064\u307e\u308a\u300c\uff21\uff29\u652f\u51fa\u306e\u6025\u5897\u306f\u30c6\u30c3\u30af\u4f01\u696d\u304c\u305d\u308c\u306b\u898b\u5408\u3046\u30ea\u30bf\u30fc\u30f3\u3092\u793a\u3059\u5834\u5408\u306b\u306e\u307f\u7d99\u7d9a\u53ef\u80fd\u300d\u3068\u3044\u3046\u3082\u306e\u3060\u3002<\/p>\n

\n
\"Google<\/div>\n<\/div>\n

Google Cloud growth crushes Wall Street estimates<\/p>\n

\uff1c\u6f6e\u6d41\u8ee2\u63db\uff1e<\/p>\n

\u6628\u5e74\u521d\u3081\u4ee5\u964d\u3001\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306f\u8d85\u5927\u578b\u30cf\u30a4\u30c6\u30af\uff17\u9298\u67c4\u300c\u30de\u30b0\u30cb\u30d5\u30a3\u30bb\u30f3\u30c8
\n \u30fb\u30bb\u30d6\u30f3
\n \u300d\u306b\u304a\u3051\u308b\u300c\u306e\u308d\u307e\u300d\u6271\u3044\u304b\u3089\u30ea\u30fc\u30c0\u30fc\u3078\u3068\u8e8d\u9032\u3002\u6642\u4fa1\u7dcf\u984d\uff14\u5146\u30c9\u30eb\u8d85\u306e\u4f01\u696d\u306e\u4e2d\u3067\u30a8\u30cc\u30d3\u30c7\u30a3\u30a2(NVDA.O), opens new tab<\/a>\u3068\u30a2\u30c3\u30d7\u30eb(AAPL.O), opens new tab<\/a>\u306b\u5339\u6575\u3059\u308b\u5b58\u5728\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/div>\n
\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8(MSFT.O), opens new tab<\/a>\u306f\u5e74\u9593\u8a2d\u5099\u6295\u8cc7\u306b\u3064\u3044\u3066\u6bd4\u8f03\u7684\u63a7\u3048\u3081<\/a>\u306a\u59ff\u52e2\u3092\u793a\u3057\u305f\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u5148\u9031\u682a\u4fa1\u304c\u5927\u5e45\u306b\u4e0b\u843d\u3057\u305f\u3002\u305d\u306e\u4e00\u56e0\u306f\u30aa\u30fc\u30d7\u30f3\uff21\uff29\u3078\u306e\u4f9d\u5b58\u5ea6\u306b\u5bfe\u3059\u308b\u61f8\u5ff5\u306e\u9ad8\u307e\u308a\u306b\u3042\u308b\u3002<\/div>\n
\n
\"Big<\/div>\n<\/div>\n

Big Tech’s big splurge: Capital spending growth rates through 2025<\/p>\n

\u30aa\u30fc\u30d7\u30f3\uff21\uff29\u304c\u8d64\u5b57\u3092\u8a08\u4e0a\u3057\u3066\u3044\u308b\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u6570\u5341\u5104\u30c9\u30eb\u898f\u6a21\u306e\u5951\u7d04\u3092\u76f8\u6b21\u3044\u3067\u7de0\u7d50\u3059\u308b\u4e2d\u3001\u6295\u8cc7\u5bb6\u306f\u540c\u793e\u304c\u3053\u3046\u3057\u305f\u5951\u7d04\u3092\u8cc7\u91d1\u9762\u3067\u652f\u3048\u3089\u308c\u308b\u304b\u61f8\u5ff5\u3092\u5f37\u3081\u3066\u304a\u308a\u3001\u5bc6\u63a5\u306a\u95a2\u4fc2\u306b\u3042\u308b\u4e3b\u8981\u30c6\u30c3\u30af\u4f01\u696d\u3078\u306e\u6295\u8cc7\u5bb6\u5fc3\u7406\u3082\u60aa\u5316\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u30d5\u30ea\u30fc\u30c0\u30e0\u30fb\u30ad\u30e3\u30d4\u30bf\u30eb\u30fb\u30de\u30fc\u30b1\u30c3\u30c4\u306e\u6280\u8853\u8abf\u67fb\u8cac\u4efb\u8005\u30dd\u30fc\u30eb\u30fb\u30df\u30fc\u30af\u30b9\u6c0f\u306f\u3001\u300c\u76ee\u3092\u898b\u5f35\u308b\u307b\u3069\u306e\u300d\u8a2d\u5099\u6295\u8cc7\u4e88\u6e2c\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306f\u5bfe\u7167\u7684\u306a\u5e02\u5834\u5fc3\u7406\u304b\u3089\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u308b\u3068\u6307\u6458\u3002\u300c\u5e02\u5834\u304c\u30aa\u30fc\u30d7\u30f3\uff21\uff29\u3088\u308a\u30b0\u30fc\u30b0\u30eb\u3092\u597d\u3080\u69cb\u56f3\u304c\u6d6e\u304d\u5f6b\u308a\u306b\u306a\u3063\u3066\u3044\u308b\u300d\u3068\u8ff0\u3079\u305f\u3002<\/p>\n

\u30aa\u30fc\u30d7\u30f3\uff21\uff29\u682a\u306e\uff12\uff17\uff05\u3092\u4fdd\u6709\u3059\u308b\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u682a\u4fa1\u306f\u6628\u5e74\uff11\uff10\u6708\u521d\u3081\u4ee5\u964d\uff12\uff10\uff05\u8d85\u4e0b\u843d\u3002\u4e00\u65b9\u3001\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306f\u7d04\uff13\uff16\uff05\u4e0a\u6607\u3057\u3066\u3044\u308b\u3002<\/p>\n

\u30b7\u30ce\u30d0\u30b9\u30fb\u30c8\u30e9\u30b9\u30c8\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30de\u30cd\u30b8\u30e3\u30fc\u3001\u30c0\u30f3\u30fb\u30e2\u30fc\u30ac\u30f3\u6c0f\u306f\u300c\u30aa\u30fc\u30d7\u30f3\uff21\uff29\u304c\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3084\u30aa\u30e9\u30af\u30eb\u3068\u7d50\u3093\u3067\u3044\u308b\u5951\u7d04\u306f\u3001\u5c06\u6765\u306e\u8cc7\u91d1\u8abf\u9054\u80fd\u529b\u3068\u5f37\u304f\u7d50\u3073\u3064\u3044\u3066\u3044\u308b\u3002\u3060\u304b\u3089\u3053\u305d\u5e02\u5834\u306f\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u3092\u652f\u6301\u3057\u3066\u3044\u308b\u306e\u3060\u3068\u601d\u3046\u300d\u3068\u8ff0\u3079\u305f\u3002<\/p>\n

\u30a2\u30eb\u30d5\u30a1\u30d9\u30c3\u30c8\u306e\u6f64\u6ca2\u306a\u8cc7\u91d1\u306f\u3001\u6700\u8fd1\u6570\u30ab\u6708\u9593\u306b\u30e1\u30bf(META.O), opens new tab<\/a>\u3084\u30a2\u30c3\u30d7\u30eb\u3068\u3044\u3063\u305f\u4f01\u696d\u306e\u88fd\u54c1\u3084\u30a4\u30f3\u30d5\u30e9\u3092\u652f\u3048\u308b\u305f\u3081\u306b\u7de0\u7d50\u3057\u305f\u5927\u578b\u5951\u7d04\u306b\u3088\u3063\u3066\u6e80\u305f\u3055\u308c\u3066\u304d\u305f\u3002\u30aa\u30fc\u30d7\u30f3\uff21\uff29\u3068\u95a2\u4fc2\u3042\u308b\u30bd\u30d5\u30c8\u30a6\u30a8\u30a2\u4f01\u696d\u306f\u9b45\u529b\u7684\u3067\u306f\u306a\u304f\u300c\u30b0\u30fc\u30b0\u30eb\u304c\u512a\u4f4d\u306b\u7acb\u3063\u3066\u3044\u308b\u300d\u3068\u3001\uff2c\uff2f\uff27\uff2f\u30fb\uff25\uff34\uff26\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30de\u30cd\u30b8\u30e3\u30fc\u3001\u30a8\u30ea\u30c3\u30af\u30fb\u30af\u30e9\u30fc\u30af\u6c0f\u306f\u6307\u6458\u3059\u308b\u3002<\/div>\n

\u79c1\u305f\u3061\u306e\u884c\u52d5\u898f\u7bc4\uff1a\u30c8\u30e0\u30bd\u30f3\u30fb\u30ed\u30a4\u30bf\u30fc\u300c\u4fe1\u983c\u306e\u539f\u5247\u300d, opens new tab<\/a><\/p>\n

\n
<\/p>\n
\"Kenrick<\/div>\n

<\/a><\/div>\n

Kenrick Cai is a correspondent for Reuters based in San Francisco. He covers Google, its parent company Alphabet and artificial intelligence. Cai joined Reuters in 2024. He previously worked at Forbes magazine, where he was a staff writer covering venture capital and startups. He received a Best in Business award from the Society for Advancing Business Editing and Writing in 2023. He is a graduate of Duke University.<\/p>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

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