AMDの時価総額がインテルを超えて1兆ドルを突破した背景と株価の最新動向を解説。好調なテック株の今後の展望が分かります。

Raspberry Pi's stock shot up over 30% in the last week. Why are investors so excited? For the six months ending June 30, revenue for Raspberry Pi Holdings "jumped 90% to $256.9 million," reports Investing.com, "while adjusted EBITDA more than doubled to $40.3 million, and profit before tax leapt 216% to $19.6 million." Underpinning the strong numbers was an acceleration in OEM adoption: direct unit shipments rose 26% to 3.4 million, total unit shipments climbed 17% to 4.2 million, and the customer order backlog doubled during the half to 2.6 million units. Demand was particularly robust in the Smart Home and Aerospace and Defence segments, and the company launched the AI HAT+ 2 for Raspberry Pi 5, extending its edge-AI product line. DRAM prices have been increasing everywhere, notes The Times of London, and Raspberry Pi co-founder Eben Upton "said new customers, who required computers or microcontrollers to manufacture other technologies, were choosing Raspberry Pi's computers because they had a better inventory of components than competitors." "There's always that choice for an original equipment manufacturer as to whether they should 'make' or 'buy' the computer elements of their platforms," Upton said. "The supply chain disruption is making 'make' a much harder choice and it's making the cost of repair a much harder choice. So we're seeing strength there." Raspberry Pi has already increased its suppliers of Dram more than threefold... Upton said the increased demand had led to its backlog for units doubling to 2.6 million, which meant production rates would need to increase to prevent the numbers from getting "unhealthy". New production capacity at the manufacturing facility in Pencoed, Wales was expected to come online this week... Exports were almost evenly split between North America, Europe and the rest of the world, which was primarily China, where demand was growing... Analysts at Peel Hunt said the company was "well positioned for rapid growth in unit shipments in 2027 and beyond" with demand expected from enthusiasts as well as the AI and security sectors. In other news, Hackaday notes the Raspberry Pi Foundation has "pushed binary-blob bootloader changes that limit your ability to upgrade RAM..." This change restricts upgrading the RAM chip on your Pi 4 and Pi 5, as well as Compute Modules. By the looks of it, it does not restrict replacing the RAM chip with a chip of a similar size, quote, "locking devices to their original RAM size". As such, this does not prevent repair of your Raspberry Pi board, but does somewhat limit your repair part choice, at most. This restriction is easily bypassable. The bootloader is stored in the SPI flash chip, which can be reflashed using the built-in mask ROM over USB and rpiboot, and you are not prevented from flashing older versions of the bootloader, so far. This means even if you manually swap the RAM chip, all you need to do is to also downgrade the bootloader to the last known good release — 2024-09-10 — and then your Pi board or Compute Module will function with upgraded RAM. If you have the skills to upgrade your RAM, you most certainly have the skills to downgrade the Raspberry Pi bootloader. For most regular use, having a two-year old bootloader version won't really matter... For the reference, this bootloader change happened almost exactly two years ago, at some point between September 10 and September 23, 2024... The Raspberry Pi Foundation (RPF) justifies this as follows: they saw third-party resellers sourcing low-RAM Compute Modules, upgrading them with RAM from unknown source and unknown stability. My observation is that they'd also be reselling the modules at a markup for purely commercial gain, while undercutting RPF who would otherwise direct that money into RnD, something I much enjoy to see them do. This creates perverse incentives and risk for people buying Raspberry Pi boards online, and RPF decided to limit this primarily for their users' benefit, plus, if you ask me, some of theirs... The related GitHub issues have a fair few pingbacks, and exploring them makes the problem look grim to me.... My advice: don't lament Raspberry Pi RAM upgrades, especially given they're only slightly harder to perform now. Very few hackers ever performed them, the main audience for them turned out to be dodgy hardware resellers online, and in most cases, repair doesn't seem to be impeded at all, either. Think of the users that will no longer be fooled by a shady seller on Amazon, especially now that the perverse incentives for board mods and reusing harvested RAM chips are at their highest. Raspberry Pi co-founder Eben Upton answered questions from Slashdot readers in 2011 and 2016.

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a16zが創設した学費無料の革新的な学校「The Horowitz Andreessen Academy」を解説。世界最高峰の講師陣と学ぶ新しい大学の形とは。

4分の1って、けっこうな量ですよ。アメリカ・オレゴン州にあるデータセンターが、2025年に州全体の小売電力販売量の約23％を使っていたことがわかりました。地元の調査会社「ECOnorthwest」とバージニア大学がまとめ、ポートランドの非営…

AI開発に対する深刻な警告を受けてテック株が急落。エヌビディアやソフトバンクの下落背景と市場の動向を詳しく解説します。

ここ2週間ほどで、人工知能（AI）開発の減速や規制を求める声が一段と強まっています。各方面からAIに対して大きな警鐘が鳴らされるなか、OpenAIは数週間前から、この問題について競合他社であるAnthropicやGoogle DeepMin…

S&P 500が2027年までに1万ポイントへ達する可能性とは？米国の新たな投資局面と株価上昇の道筋をストラテジストが解説します。

知っている人は知っているけど、知らない人はまったく知らないこと。例えば、オーディオブランドのBeatsは、Apple傘下のブランドって知っていますか？2008年、音楽プロデューサーでラッパーのDr. Dreが設立したBeats by Dr.…

Apple Storeの改装でジーニアスバーが復活する噂を解説。10年ぶりの店舗刷新や変更点について最新情報を分かりやすくお届けします。

サムスンのGalaxy Z Fold8の広告になんとティム・クック氏が出演！？ライバル企業のCMに登場した人物の正体を明らかにします。

あるカナダ人の若者は、米国で住宅の転売を行う不動産投資家になるために仕事を辞めました。ビジネスについて多くのことを学んだ彼は、もしやり直せるなら、もう二度としないだろうと話しています。

Less than 48 hours after Automattic's board placed Matt Mullenweg on leave, Mullenweg told employees he was back "in control" of the company and that the board was again in agreement. 404 Media cited Slack screenshots late Thursday evening where Mullenweg posted "Don't call it a comeback" and linked to LL Cool J's music video for "Mama Said Knock You Out." "Mullenweg's Slack profile picture currently shows him wearing a pirate hat and eyepatch," the report notes. From the report: "Happy to announce the board is back in agreement, and I'm in control of Automattic," Mullenweg wrote in the company-wide Announcements channel on Slack. "A lot happened in the past 48 hours that we need to sort out, and I hope much of it was a misunderstanding, because I have huge respect and regard for those involved." Mark Davies, Automattic's CFO who was set to act as interim CEO according to a statement from Automattic, had his Slack account deactivated as of at least Friday, sources told 404 Media and TechCrunch similarly reported. Davies, Mullenweg, and Automattic did not respond to 404 Media's requests for comment for this story. Techcrunch reported that Mullenweg told them a blog post is forthcoming. On Friday morning, Mullenweg published a blog post on his personal website, titled "Major Life Announcement." In it he announced he's buying a tugboat. "Anybody who's founded a company and had to find good stewards knows that no one will love a thing quite like the original owner, but sometimes you can find the perfect person to carry the torch," he wrote in the blog. He did not address the confusion surrounding his status at Automattic. The back-and-forth follows years of legal fights, layoffs, employee departures, and controversy surrounding Mullenweg's leadership.

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Appleの秋イベントとAIへのスタンスを解説。他社が脅威論を語る中、Appleが見せる「AIとの適度な距離感」が共感を呼ぶ理由とは？その人気の秘訣に迫ります。

Automattic's board has placed founder and CEO Matt Mullenweg on a paid leave of absence against his will, with CFO Mark Davies taking over as interim CEO. The reason for the move remains unclear, but it follows years of legal fights, layoffs, employee departures, and controversy surrounding Mullenweg's leadership. TechCrunch reports: Earlier Wednesday, Mullenweg posted in a Slack channel visible to all employees that the company's chief financial officer, Mark Davies, had "conspired" with other board members Ann Dunwoody, Toni Schneider, and Sue Decker to vote to put Mullenweg on a paid leave of absence. The message read: "And the biggest news: I won't be able to make the [meeting] tomorrow. @Mark Davies has conspired with @Ann Dunwoody, @Toni, and @Sue Decker behind my back and they voted to put me on a paid leave of absence. I voted against that. Wishing Mark and all of you the very best. To clarify @Mark Davies was voted as interim CEO. I received the resolution 50 minutes before the meeting start, and requested repeatedly for time to have it reviewed by independent legal counsel, even a few hours, which was denied." A Slack message to the open source WordPress.org community from the project's executive director, Mary Hubbard, also confirmed Mullenweg's change of status at the commercial company. However, Hubbard said that WordPress.org was not impacted. "Matt remains the leader of the WordPress project and I remain Executive Director of WordPress. Our teams, priorities, and work continue as planned," she wrote.

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金曜の夕方5時、渋谷。このタイミングが、モバイルバッテリーの「CHARGESPOT（チャージスポット）」がいちばん借りられる瞬間だそうです。「これから飲みに行こー！遊ぶぞー！」という人が、スマホの残量をチラリ。「家に帰るだけならいいけど、こ…

川から、大量のモバイルバッテリーが引き上げられました。2026年8月、SNSで拡散した映像を見た人も多いと思います。ブルーとホワイトのデザインからして、おそらくCHARGESPOT（チャージスポット）のものだろう、と。実際、運営元の株式会社…

AppleのCEO交代とティム・クック、ジョン・ターナス両氏の報酬や今後の役割を解説。2027年の報酬逆転の可能性とは。

Uber is laying off about 3,300 employees, or roughly 10% of its workforce, as part of a restructuring aimed at cutting management layers and redirecting investment toward ridesharing, delivery, and robotaxis. CEO Dara Khosrowshahi announced the changes in an internal email that was also published online.TechCrunch reports: According to the email, the layoffs are part of a restructuring exercise that would shrink the number of managers by 20%, and some personnel in these roles would work as individual contributors going forward. The ridesharing giant is reducing the number of teams with one or two members by 50%, and letting go staff who are "more than seven layers down from the CEO," per Bloomberg. Khosrowshahi's email said the company is combining its engineering, science, and delivery divisions. The company is also bringing together its delivery operations across restaurants, retail, and direct divisions. Remote jobs at the company are going away, too, with Uber only allowing less than 1% of its staff to work remotely.

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Dell reported record fiscal Q2 results as AI server demand surged, booking $60.9 billion in AI server orders and ending the quarter with a $95 billion backlog. From a report: The company posted record revenue of $47 billion, up 58% year over year. Earnings per share came in at $6.34, up 273% from a year ago. Adjusted earnings rose 203% to $7.04 per share. "With AI momentum accelerating and our opportunity expanding across the portfolio, we're raising our full-year FY27 revenue outlook by $25 billion to $192 billion, up nearly 70% year over year," said Jeff Clarke, CEO of Dell Technologies, in the company's earnings release. Dell has seen its orders balloon as enterprise customers adopt artificial intelligence and use AI servers locally to run agentic AI queries. Dell stock is up more than 230% year to date. Peer Hewlett Packard Enterprise (HPE), which also moved up 110% since the start of the year, jumped in after-hours trading.

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GoPro plans to expand into AI infrastructure through a $285 million merger with optical-photonics company Starman Optical, whose transceivers will give the action-camera maker a foothold in the fast-growing data center market. GoPro also plans to push into defense, robotics, aerospace, and government markets while continuing its existing camera business. Engadget reports: Starman's optical transceivers are expected to fall under its umbrella, "extending the Company's reach into the large and rapidly growing market for AI infrastructure in optical transceivers," according to a press release. GoPro is also planning a push into the defense, government, robotics and aerospace sectors, bolstered by the combined company's IP, optics and imaging capabilities. [...] As Reuters notes, GoPro briefly reached a valuation of $4 billion on its first day as a publicly traded company in 2014. Its stock has struggled in recent years, but the share price received a boost on Monday when it was revealed that YouTuber and filmmaker Markiplier (Mark Fischbach) had become GoPro's largest individual shareholder after acquiring an 8.5 percent stake. The move follows a similar pivot made by the struggling shoe retailer Allbirds in April when it announced a pivot to AI compute infrastructure, sending the stock soaring more than 700%.

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