AIインフラトレードが復調の兆しを見せています。

Micron says it will spend $10 billion over the next decade on a new research lab in Boise focused on advanced memory technologies, computing systems, and future chip manufacturing. Here are some details, as reported by Reuters: - Micron Research Labs will bring together customers, academia, government and the broader semiconductor ecosystem to pursue breakthroughs, the company said. - The latest investment builds on the more than $250 billion that Micron had separately committed to manufacturing and R&D across the United States. - The lab will be connected to Micron's research and technology footprint across the U.S., Europe, Japan, India, Singapore and Taiwan. - Growing adoption of AI workloads and infrastructure buildout have boosted demand for high-bandwidth memory, which rapidly feeds data to AI accelerators, making it a critical component of modern computing infrastructure. - The Trump administration has prioritized domestic chip manufacturing in a bid to reduce foreign dependence, boost the economic output and maintain its lead in the AI race. - Micron expects to break ground on the facility in 2027, which will be capable of hosting hundreds of researchers and facilitating international conferences and workshops.

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2026年6月14日の記事を編集して再掲載しています。かつてゴルフボールが飛んでいた福島の丘に、6万3,000枚のソーラーパネルが並んでいます。ポルトガルの大手エネルギー企業「EDP」の再エネ子会社「EDP Renewables」は2026…

Stripe is acquiring AI model marketplace OpenRouter as it pushes beyond payments into the infrastructure behind AI applications. According to The New York Times, the deal is reportedly valued at about $7.5 billion, with $1.5 billion allocated to OpenRouter's founders. Less than three months ago the company was valued at about $1.3 billion. CNBC reports: OpenRouter has become popular with developers seeking to use AI models, particularly those considered non-proprietary and available for free. Many of these so-called open-weight AI models stem from Chinese labs like DeepSeek and Z.ai, which have gained steam among developers for generally being more cost-efficient relative to proprietary AI models from U.S. companies like OpenAI and Anthropic. In a blog post about the deal, Stripe noted that it's been working with companies to "optimize their token costs and route tokens efficiently," referring to a kind of metric used to measure AI model usage. Stripe said it's difficult to manage AI costs relative to performance because of the rapid "pace at which models are released and repriced." [...] OpenRouter said in a blog post that combining with Stripe will help with its overall vision of "a healthy AI ecosystem where many models thrive, where AI neurodiversity is a strength, where a lab or an inference provider with a breakthrough can reach millions of developers, and where no single model becomes the default by inertia." "Stripe is building the economic infrastructure for AI, and together with OpenRouter we'll help businesses maximize profitability by routing their requests intelligently and spending their tokens efficiently," Stripe CEO Patrick Collison said in a statement.

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うっすらそんな気はしてたよ…。AIインフラ需要による、GPUやメモリといった半導体製品の高騰。もはや耳にタコができる話題ですが、その影響はデジカメにまで及びつつあります。「デジカメはGPUもメモリも使わなくない？」と思いきや、実はそうでもな…

2兆ドルは日本円で300兆円超え…。は、半端ない！Claudeを開発するAnthropicの投資家たちが、10月に予定されているIPO（新規株式公開）で、同社の企業価値を2兆ドル（約318兆円）に設定することを目指していると報じられています…

OpenAI has signed a 10-year lease for an enormous Ohio data center that will eventually provide 8 gigawatts of computing capacity and require at least 10 gigawatts of new power generation. According to OpenAI, Nvidia will be supplying the chips and guaranteeing up to $105 billion in lease and power obligations. From the report: The facility -- which will be built and owned by SoftBank's SB Energy -- illustrates the immensity of the computing and power needed to fuel the growth of the AI economy. The data center will have 8 IT-gigawatts of computing capacity, powered by 10 gigawatts of new energy generation, on private land and federal property formerly used for uranium enrichment. Nvidia -- which will be the exclusive provider of chips to the site -- agreed to guarantee up to $105 billion in conditional lease and power payment obligations to SB Energy, according to an SEC filing (PDF). The so-called "land, power and shell" deal structure could allow for multiple upgrade cycles for new generations of Nvidia infrastructure at the site, Nvidia CEO Jensen Huang said on X. A massive 9.2 gigawatts of new gas-fired power is ultimately envisioned for the Ohio project, which U.S. officials say Japan is funding under the 2025 trade and investment deal. SB Energy and SoftBank "will build at least 10 GW of new energy generation," a joint announcement from Nvidia, OpenAI and SB Energy states. Nvidia also said today that it's investing $1.5 billion in SB Energy to back its "continued evolution into a leading AI infrastructure developer."

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Amazon has "reintroduced a clause in its user agreement that seeks to prevent shoppers from filing class-action lawsuits against the online retailer," reports Bloomberg, "inserting a legal buffer between itself and plaintiffs attorneys that it removed five years ago." In an email sent to customers on Friday, the company said a new "arbitration agreement and class-action waiver" will require shoppers to resolve disputes outside the courts but said they could still file small claims, cases that typically limit damages to a few thousand dollars... The user-agreement update isn't necessarily binding in court. Plaintiffs attorneys could still seek class-action lawsuits against Amazon, and it would be up to a judge to determine if the user agreement prevents them from doing so. Amazon was contacted for an explanation by Bloomberg, and provided a statement saying they continually update their wording "to better serve our customers." Amazon said they'd "determined" that "reinstating the arbitration clause will offer customers a fast, cost-effective way to resolve disputes while still giving them the option of going to small claims court."

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An anonymous reader quotes a report from CNBC: On Thursday, AMD said it's entered into an agreement to acquire Taalas, a Toronto-based startup that makes chips for inference. Taalas' accelerators are customized, or hard-wired for a single AI model, rather than being general purpose. In exchange for that loss of flexibility, Taalas' technology promises a less-expensive chip that it says can produce output for specific models thousands of times faster than a traditional GPU. An AMD representative declined to provide a purchase price for the transaction. Taalas has raised a total of $219 million in venture funding since its 2023 founding. Taalas' current chip runs a small version of Meta's Llama 3.1 model, though the company is working on chips for bigger and more advanced models. It's manufactured using an older Taiwan Semiconductor Manufacturing Co. process, and uses speedy SRAM memory on the chip itself. Taalas CEO Ljubisa Bajic says on the startup's website that the company "developed a platform for transforming any AI model into custom silicon." "From the moment a previously unseen model is received, it can be realized in hardware in only two months," Bajic wrote.

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Microsoft Officeが「自動運転」に進化？Wordでの執筆からExcelのデータ分析、PowerPointのスライド作成まで、自律的に動く「Copilot」の新機能をレビュー。AIに仕事を任せるメリットと、人間が使いこなすためのヒントを解説します。

「すでに下落傾向にあるようだ」とビル・スミード氏はS&P 500について述べ、2026年にはバリュー株指数が幅広いベンチマークを上回るペースで推移していることを指摘しました。

2023年1月14日の記事を編集して再掲載しています。スーパーでは1秒でも早いレジに並びたいもの。でもオランダに700以上の店舗を持つ大手スーパーチェーンのJumboが2019年夏、Vlijmen店で導入したのはファストレーンならぬスローレ…

シドニーのタバコ1箱が約44.50ドル（約7100円）、ドバイのビール1本が約13.60ドル（約2200円）など、税制や地域特有の事情によって日用品の価格差が劇的に広がっています。対して東京は歴史的な円安の影響で「驚くほど物価が安い先進都市」へと変貌を遂げ、iPhoneが世界で最も安く買える都市となっています。

Microsoft Officeが「自動運転」に進化？Wordでの執筆からExcelのデータ分析、PowerPointのスライド作成まで、自律的に動く「Copilot」の新機能をレビュー。AIに仕事を任せるメリットと、人間が使いこなすためのヒントを解説します。

Longtime Slashdot reader neoRUR shares a report from Game Developer: EA Sports FC and Battlefield publisher EA has been taken private by an investor consortium led by Saudi Arabia's sovereign Public Investment Fund (PIF). The move means the U.S. juggernaut is no longer a publicly-traded entity and is now majority owned by the Kingdom of Saudi Arabia through its PIF investment arm. Other investors include Silver Lake and Affinity Partners, the latter of which was established by U.S. president Donald Trump's son-in-law Jared Kushner. The $55 billion transaction was financed via a combination of cash from PIF, Silver Lake, and Affinity Partners as well as roll-over of PIF's existing stake in EA -- constituting an equity investment of approximately $36 billion. Notably, $20 billion of debt financing was provided by JPMorgan Chase Bank. The deal cleared the necessary regulatory hurdles in July, paving the way for its completion at the close of trading on August 4, 2026. It was approved by regulators in major markets such as the European Union and the United States without incident, despite lawmakers and union leaders in the U.S. calling on the Federal Trade Commission to heavily scrutinize the leveraged buyout over geopolitical and employment concerns.

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Bending Spoons has made its first acquisition since going public last month at an $18 billion valuation, agreeing to buy spreadsheet and database startup Airtable for $1.28 billion in cash. Airtable joins a growing portfolio of notable brands owned by the Italian app developer, including Evernote, WeTransfer, EventBrite, and Vimeo. TechCrunch reports: Founded in 2013, Airtable has so far raised more than $1.4 billion over multiple funding rounds. At its peak, during the boom days of 2021, it was valued at over $11 billion, but earlier this year, its shares were said to be trading on the secondary markets at a valuation of $4 billion. With its current net cash-and-cash-equivalents balance, Airtable is now valued at about $2.25 billion, Bending Spoons said. "Airtable is a pioneering brand reshaping how teams organize data and manage critical workflows. The value being delivered is reflected in annual recurring revenue growing over 20% YoY to approximately $480 million as of June 2026, and joining forces with Bending Spoons will accelerate innovation even further," Bending Spoons' founder Luca Ferrari said in a statement.

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ファンドマネージャーのジョン・ハスマン氏は、AIの熱狂が覚めればS&P500はその価値の大半を失いかねないと述べています。同氏は信用取引残高とバリュエーションを懸念材料とみています。

ウォーレン・バフェット氏は、60億ドル（約9300億円）の夏の寄付を発表しました。その対象にはゲイツ財団は含まれておらず、彼は2034年までに自身の資産をすべて分配したい意向を示しました。

フィアットのトポリーノは、ヨーロッパで3年間販売された後、アメリカに上陸します。アメリカでは車の価格が上昇し続けるなかでの投入となります。