Stock market
AI投資が多ければ株高だったのに…変わるウォール街の計算法
米国のビッグテック企業が人工知能（AI）投資に巨額の資金をつぎ込む中、ウォール街では投資規模よりも実際にどれだけ稼いでいるかが重要になっている。これまではAIデータセンターを多く建設し、半導体を確保するほど将来の成長可能性が高いと評価されてきたが、投資競争が借り入れまで動員するほど拡大し、雰囲気が変わった。投資規模に見合う現金創出能力
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