{"id":374,"date":"2026-08-18T08:26:56","date_gmt":"2026-08-17T23:26:56","guid":{"rendered":"https:\/\/www.nexus-assetbase.com\/?p=374"},"modified":"2026-08-18T08:27:05","modified_gmt":"2026-08-17T23:27:05","slug":"nvidia%e3%81%ae1050%e5%84%84%e3%83%89%e3%83%ab%e4%bf%9d%e8%a8%bc%e3%81%a7%e5%a4%89%e3%82%8f%e3%81%a3%e3%81%9fai%e6%8a%95%e8%b3%87%e3%81%ae%e8%a6%8b%e6%96%b9%e2%80%95%e2%80%95anthropic%e5%a3%b2","status":"publish","type":"post","link":"https:\/\/www.nexus-assetbase.com\/?p=374","title":{"rendered":"Nvidia\u306e1,050\u5104\u30c9\u30eb\u4fdd\u8a3c\u3067\u5909\u308f\u3063\u305fAI\u6295\u8cc7\u306e\u898b\u65b9\u2015\u2015Anthropic\u58f2\u4e0a650\u5104\u30c9\u30eb\u3068BTC6.4\u4e07\u30c9\u30eb\u306e\u4e2d\u8eab"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">AI\u6295\u8cc7\u306f\u3001\u3069\u308c\u3060\u3051\u5927\u304d\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u9020\u308b\u304b\u3092\u7af6\u3046\u6bb5\u968e\u304b\u3089\u3001\u8ab0\u304c\u305d\u306e\u4fe1\u7528\u30ea\u30b9\u30af\u3092\u5f15\u304d\u53d7\u3051\u308b\u304b\u3092\u898b\u308b\u6bb5\u968e\u3078\u5165\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4eca\u56de\u306e\u8c61\u5fb4\u306f\u3001Nvidia\u304cOpenAI\u5411\u3051\u30aa\u30cf\u30a4\u30aa\u5dde\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u6700\u59271,050\u5104\u30c9\u30eb\u306e\u4fdd\u8a3c\u3092\u4ed8\u3051\u305f\u3053\u3068\u3067\u3059\u3002\u540c\u6642\u306b\u3001Anthropic\u306e\u5e74\u63db\u7b97\u58f2\u4e0a\u9ad8\u304c7\u6708\u672b\u306b650\u5104\u30c9\u30eb\u3092\u8d85\u3048\u305f\u3068\u5831\u3058\u3089\u308c\u3001AI\u9700\u8981\u304c\u58f2\u4e0a\u3078\u5909\u308f\u308b\u901f\u5ea6\u3082\u4e00\u6bb5\u4e0a\u304c\u308a\u307e\u3057\u305f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u65b9\u3067\u3001Brent\u539f\u6cb9\u306f90\u30c9\u30eb\u53f0\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u306f4.72%\u53f0\u3067\u3059\u3002BTC\u3068ETH\u306f\u53cd\u767a\u3057\u307e\u3057\u305f\u304c\u3001\u4fa1\u683c\u3060\u3051\u3092\u898b\u3066\u30ea\u30b9\u30af\u30aa\u30f3\u3078\u623b\u3063\u305f\u3068\u5224\u65ad\u3059\u308b\u306b\u306f\u3001\u307e\u3060\u6750\u6599\u304c\u8db3\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305a\u30018\u670818\u65e5\u671d\u306b\u78ba\u8a8d\u3067\u304d\u305f\u6570\u5b57\u3092\u4e26\u3079\u307e\u3059\u3002\u6697\u53f7\u8cc7\u7523\u30fbETF\u30fb\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u306f08:03\u301c08:04 JST\u3001\u682a\u5f0f\u30fb\u91d1\u5229\u30fb\u5546\u54c1\u306f06:09 JST\u6642\u70b9\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-table is-style-stripes\"><table class=\"has-fixed-layout\"><thead><tr><th>\u6307\u6a19<\/th><th>\u78ba\u8a8d\u5024<\/th><th>\u8aad\u307f\u65b9<\/th><\/tr><\/thead><tbody><tr><td>BTC<\/td><td>64,237\u30c9\u30eb\u300124\u6642\u9593\u7d04+2.3%<\/td><td>64,500\u301c65,000\u30c9\u30eb\u304c\u6b21\u306e\u4e0a\u5024\u78ba\u8a8d\u5e2f<\/td><\/tr><tr><td>ETH<\/td><td>1,902.65\u30c9\u30eb\u300124\u6642\u9593\u7d04+1.3%<\/td><td>1,950\u30c9\u30eb\u56de\u5fa9\u307e\u3067\u306fBTC\u6bd4\u3067\u5f31\u3081<\/td><\/tr><tr><td>\u7c73\u73fe\u7269ETF<\/td><td>BTC +1,120\u4e07\u30c9\u30eb\u3001ETH 0<\/td><td>BTC\u6d41\u5165\u306fMSBT\u306e\u307f\u3067\u88fe\u91ce\u304c\u72ed\u3044<\/td><\/tr><tr><td>\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66<\/td><td>3,007.63\u5104\u30c9\u30eb\u30017\u65e5+0.01%<\/td><td>\u5f85\u6a5f\u8cc7\u91d1\u306e\u5897\u52a0\u306f\u307b\u307c\u6a2a\u3070\u3044<\/td><\/tr><tr><td>Funding\u30fbOI\u30fb\u73fe\u7269CVD<\/td><td>\u540c\u4e00\u5b9a\u7fa9\u30fb\u540c\u6642\u523b\u3067\u53d6\u5f97\u4e0d\u53ef<\/td><td>\u53cd\u767a\u306e\u4e3b\u4f53\u306f\u5224\u5b9a\u4fdd\u7559<\/td><\/tr><tr><td>\u7c7310\u5e74\u50b5\u5229\u56de\u308a<\/td><td>4.724%<\/td><td>4.75%\u8d85\u306a\u3089\u9ad8PER\u8cc7\u7523\u306b\u9006\u98a8<\/td><\/tr><tr><td>S&amp;P 500<\/td><td>7,745.06\u3001-0.52%<\/td><td>\u30a8\u30cd\u30eb\u30ae\u30fc\u9ad8\u3068\u9577\u671f\u91d1\u5229\u4e0a\u6607\u3092\u8b66\u6212<\/td><\/tr><tr><td>NASDAQ\u7dcf\u5408<\/td><td>26,644.91\u3001-0.31%<\/td><td>\u534a\u5c0e\u4f53\u9ad8\u3068\u5927\u578b\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5b89\u306b\u5206\u5316<\/td><\/tr><tr><td>Brent\u539f\u6cb9<\/td><td>90.93\u30c9\u30eb\u3001+2.72%<\/td><td>90\u30c9\u30eb\u5b9a\u7740\u306a\u3089\u30a4\u30f3\u30d5\u30ec\u61f8\u5ff5\u304c\u6b8b\u308b<\/td><\/tr><tr><td>DXY\u30fbVIX<\/td><td>\u7d0499.42\u30fb\u7d0415.19<\/td><td>\u30c9\u30eb\u306f\u5f31\u3044\u304c\u3001\u6050\u6016\u6307\u6570\u306f\u307e\u3060\u4f4e\u4f4d<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">BTC\u30fbETH\u306f<a href=\"https:\/\/www.coingecko.com\/en\/coins\/bitcoin\">CoinGecko<\/a>\u3068<a href=\"https:\/\/www.coingecko.com\/en\/coins\/ethereum\">CoinGecko<\/a>\u3001ETF\u306f<a href=\"https:\/\/farside.co.uk\/btc\/\">Farside Investors<\/a>\u3001\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u306f<a href=\"https:\/\/defillama.com\/stablecoins\">DefiLlama<\/a>\u3067\u78ba\u8a8d\u3057\u307e\u3057\u305f\u3002Fear &amp; Greed\u3001Coinbase Premium\u3001BTC\u53d6\u5f15\u6240\u6b8b\u9ad8\u306f\u3001\u66f4\u65b0\u6642\u523b\u3068\u5b9a\u7fa9\u3092\u56fa\u5b9a\u3057\u305f\u73fe\u5024\u3092\u53d6\u5f97\u3067\u304d\u306a\u304b\u3063\u305f\u305f\u3081\u63a1\u7528\u3057\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Nvidia\u306e8GW\u3088\u308a\u30011,050\u5104\u30c9\u30eb\u306e\u4fdd\u8a3c\u3092\u898b\u308b<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u51fa\u8cc7\u984d\u306e70\u500d\u306b\u3042\u305f\u308b\u4fe1\u7528\u88dc\u5b8c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Nvidia\u306fSoftBank\u5098\u4e0b\u306eSB Energy\u307815\u5104\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u3001OpenAI\u304c20\u5e74\u9593\u501f\u308a\u308bPORTS-Pike Technology Campus\u3092\u652f\u63f4\u3057\u307e\u3059\u3002\u521d\u671f\u5bb9\u91cf\u306f4.25GW\u3001\u6700\u59278GW\u3067\u3001\u6700\u521d\u306e800MW\u306f2028\u5e74\u306b\u7a3c\u50cd\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002Nvidia\u306f\u3053\u306e\u62e0\u70b9\u306e\u72ec\u5360\u7684\u306aAI\u8a08\u7b97\u57fa\u76e4\u4f9b\u7d66\u8005\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u3053\u307e\u3067\u306f\u5de8\u5927\u306aGPU\u9700\u8981\u306e\u8a71\u306b\u898b\u3048\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u3088\u308a\u91cd\u8981\u306a\u306e\u306f\u6700\u59271,050\u5104\u30c9\u30eb\u306e\u4fdd\u8a3c\u3067\u3059\u3002\u4fdd\u8a3c\u306f\u65bd\u8a2d\u306e\u5168\u8cbb\u7528\u3067\u306f\u306a\u304f\u3001\u30ea\u30fc\u30b9\u30fb\u96fb\u529b\u652f\u6255\u3044\u306e\u4e00\u90e8\u3068\u6700\u4f4e\u6b8b\u5b58\u4fa1\u5024\u3092\u5bfe\u8c61\u3068\u3057\u307e\u3059\u3002\u305d\u308c\u3067\u3082\u4e0a\u9650\u984d\u306f\u51fa\u8cc7\u984d\u306e70\u500d\u3067\u3059\u3002<a href=\"https:\/\/nvidianews.nvidia.com\/news\/nvidia-guarantees-sb-energy-s-ports-pike-technology-campus-in-ohio-to-exclusively-host-nvidia-ai-compute\">Nvidia\u306e\u516c\u5f0f\u767a\u8868<\/a>\u3067\u4fe1\u7528\u652f\u63f4\u300120\u5e74\u30ea\u30fc\u30b9\u3001\u5bb9\u91cf\u3001\u6bb5\u968e\u7a3c\u50cd\u3092\u78ba\u8a8d\u3067\u304d\u3001\u4fdd\u8a3c\u4e0a\u9650\u3068\u767a\u52d5\u6642\u306e\u5dee\u984d\u88dc\u586b\u306f<a href=\"https:\/\/www.reuters.com\/business\/media-telecom\/nvidia-invest-15-billion-sb-energy-under-openai-data-center-deal-2026-08-17\/\">Reuters<\/a>\u304c\u5831\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4ee5\u524d\u306a\u3089\u3001\u79c1\u3082\u300c8GW\u306e\u9700\u8981\uff1dNvidia\u306e\u5f37\u3044\u53d7\u6ce8\u300d\u3068\u8aad\u307f\u307e\u3057\u305f\u3002\u4eca\u56de\u306f\u305d\u308c\u3060\u3051\u3067\u306f\u8db3\u308a\u307e\u305b\u3093\u3002Nvidia\u306fGPU\u306e\u58f2\u308a\u624b\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u51fa\u8cc7\u8005\u3067\u3042\u308a\u3001\u9867\u5ba2\u5074\u306e\u4fe1\u7528\u3092\u88dc\u3046\u7acb\u5834\u306b\u3082\u306a\u308b\u304b\u3089\u3067\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u58f2\u4e0a\u6a5f\u4f1a\u3068\u4fe1\u7528\u30ea\u30b9\u30af\u3092\u5206\u3051\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u4ed5\u7d44\u307f\u304c\u6210\u529f\u3059\u308b\u6761\u4ef6\u306f\u660e\u78ba\u3067\u3059\u3002OpenAI\u304c20\u5e74\u9593\u306e\u652f\u6255\u3044\u3092\u81ea\u529b\u3067\u7d9a\u3051\u3001\u7b2c\u4e09\u8005\u306e\u682a\u5f0f\u8cc7\u91d1\u3084\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u878d\u8cc7\u304c\u5165\u308a\u30012028\u5e74\u4ee5\u964d\u306e\u8a2d\u5099\u304c\u9ad8\u3044\u7a3c\u50cd\u7387\u3092\u4fdd\u3064\u3053\u3068\u3067\u3059\u3002\u305d\u306e\u5834\u5408\u3001\u4fdd\u8a3c\u306f\u4f7f\u308f\u308c\u305a\u3001Nvidia\u306f\u9577\u671f\u306eGPU\u9700\u8981\u3092\u78ba\u4fdd\u3067\u304d\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53cd\u5bfe\u306b\u3001\u7a3c\u50cd\u9045\u5ef6\u3084OpenAI\u306e\u30ad\u30e3\u30c3\u30b7\u30e5\u6d88\u8cbb\u5897\u3067\u4fdd\u8a3c\u306e\u5229\u7528\u78ba\u7387\u304c\u4e0a\u304c\u308c\u3070\u3001\u58f2\u4e0a\u306e\u4f38\u3073\u3068\u540c\u6642\u306b\u5076\u767a\u50b5\u52d9\u3082\u8a55\u4fa1\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002AI\u8a2d\u5099\u6295\u8cc7\u306e\u8a55\u4fa1\u8ef8\u306f\u3001GW\u3084\u6295\u8cc7\u984d\u304b\u3089\u3001\u5916\u90e8\u8cc7\u91d1\u6bd4\u7387\u3001\u9867\u5ba2\u652f\u6255\u3044\u3001\u7a3c\u50cd\u7387\u3001\u4fdd\u8a3c\u306e\u4f1a\u8a08\u51e6\u7406\u3078\u79fb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Anthropic\u306e650\u5104\u30c9\u30eb\u306f\u5f37\u3044\ud83d\udc49\u305f\u3060\u3057\u5229\u76ca\u3067\u306f\u306a\u3044<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">2\u30ab\u6708\u3067\u7d0438%\u5897\u3048\u305frun-rate<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Anthropic\u306e\u5e74\u63db\u7b97\u58f2\u4e0a\u9ad8\u306f7\u6708\u672b\u306b650\u5104\u30c9\u30eb\u3092\u8d85\u3048\u305f\u3068<a href=\"https:\/\/www.reuters.com\/technology\/anthropic-revenue-run-rate-tops-65-billion-source-says-2026-08-17\/\">Reuters<\/a>\u304c\u5831\u3058\u307e\u3057\u305f\u30025\u6708\u306e470\u5104\u30c9\u30eb\u304b\u3089\u7d0438%\u5897\u3048\u30012025\u5e74\u672b\u306e\u7d0490\u5104\u30c9\u30eb\u304b\u3089\u306f7\u500d\u8d85\u3067\u3059\u3002AI\u9700\u8981\u304c\u8a2d\u5099\u6295\u8cc7\u306e\u8a08\u753b\u3060\u3051\u3067\u306a\u304f\u3001\u5b9f\u969b\u306e\u58f2\u4e0a\u3078\u5909\u308f\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3059\u5f37\u3044\u6570\u5b57\u3067\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u305f\u3060\u3057\u3001650\u5104\u30c9\u30eb\u306f\u76f4\u8fd1\u306e\u58f2\u4e0a\u3092\u5e74\u7387\u63db\u7b97\u3057\u305frun-rate\u3067\u3059\u3002\u904e\u53bb12\u30ab\u6708\u306e\u5b9f\u58f2\u4e0a\u3067\u3082\u3001\u5229\u76ca\u3067\u3082\u3042\u308a\u307e\u305b\u3093\u3002<a href=\"https:\/\/www.anthropic.com\/news\/series-h\">Anthropic\u306e\u516c\u5f0f\u767a\u8868<\/a>\u3067\u78ba\u8a8d\u3067\u304d\u308b\u306e\u306f\u30015\u6708\u6642\u70b9\u306erun-rate 470\u5104\u30c9\u30eb\u3001650\u5104\u30c9\u30eb\u306e\u8cc7\u91d1\u8abf\u9054\u30019,650\u5104\u30c9\u30eb\u306e\u8a55\u4fa1\u984d\u3067\u3059\u30027\u6708\u672b\u306e650\u5104\u30c9\u30eb\u8d85\u306f\u95a2\u4fc2\u8005\u60c5\u5831\u306b\u57fa\u3065\u304f\u5831\u9053\u3067\u3001\u540c\u793e\u306e\u540c\u65e5\u516c\u5f0f\u767a\u8868\u306f\u78ba\u8a8d\u3067\u304d\u307e\u305b\u3093\u3067\u3057\u305f\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u8a55\u4fa1\u984d14.8\u500d\u306e\u4e2d\u8eab\u3092\u78ba\u8a8d\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">9,650\u5104\u30c9\u30eb\u306e\u8a55\u4fa1\u984d\u30927\u6708\u672brun-rate\u3067\u5358\u7d14\u306b\u5272\u308b\u3068\u7d0414.8\u500d\u3067\u3059\u3002\u6210\u9577\u7387\u304c\u7dad\u6301\u3055\u308c\u308b\u306a\u3089\u8aac\u660e\u3067\u304d\u308b\u6c34\u6e96\u3067\u3059\u304c\u3001\u8a08\u7b97\u8cc7\u6e90\u8cbb\u7528\u304c\u58f2\u4e0a\u3068\u540c\u3058\u304b\u305d\u308c\u4ee5\u4e0a\u306e\u901f\u5ea6\u3067\u5897\u3048\u308b\u306a\u3089\u3001\u898b\u305f\u76ee\u307b\u3069\u5229\u76ca\u306f\u6b8b\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b21\u306b\u5fc5\u8981\u306a\u306e\u306f\u3001\u904e\u53bb12\u30ab\u6708\u58f2\u4e0a\u3001\u7c97\u5229\u7387\u3001\u55b6\u696d\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3001\u9867\u5ba2\u96c6\u4e2d\u5ea6\u3067\u3059\u3002\u58f2\u4e0a\u5897\u3068\u7c97\u5229\u6539\u5584\u304c\u540c\u6642\u306b\u78ba\u8a8d\u3067\u304d\u308c\u3070\u3001AI\u306e\u53ce\u76ca\u5316\u8a55\u4fa1\u3092\u4e00\u6bb5\u4e0a\u3052\u3089\u308c\u307e\u3059\u3002\u58f2\u4e0a\u3060\u3051\u304c\u4f38\u3073\u3001\u8a08\u7b97\u8cbb\u7528\u3068\u8ffd\u52a0\u8cc7\u91d1\u9700\u8981\u3082\u81a8\u3089\u3080\u306a\u3089\u3001\u6210\u9577\u306e\u8cea\u306f\u5272\u308a\u5f15\u3044\u3066\u898b\u308b\u3079\u304d\u3067\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u539f\u6cb990\u30c9\u30eb\u3068\u7c7310\u5e744.72%\u304c\u3001AI\u3068BTC\u306e\u4e0a\u5024\u3092\u6291\u3048\u308b<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">\u5f31\u3044\u666f\u6c17\u6307\u6a19\u3067\u3082\u9577\u671f\u91d1\u5229\u306f\u4e0b\u304c\u3089\u306a\u304b\u3063\u305f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c73\u56fd\u3067\u306f\u5f31\u3044\u7d4c\u6e08\u6307\u6a19\u3092\u53d7\u3051\u3066\u5229\u4e0a\u3052\u89b3\u6e2c\u304c\u5f8c\u9000\u3057\u305f\u4e00\u65b9\u3001\u9577\u671f\u91d1\u5229\u306f\u4e0a\u6607\u3057\u307e\u3057\u305f\u3002<a href=\"https:\/\/www.reuters.com\/world\/china\/global-markets-global-markets-2026-08-17\/\">Reuters\u306e\u5e02\u5834\u307e\u3068\u3081<\/a>\u306f\u3001\u8ca1\u653f\u61f8\u5ff5\u3068AI\u95a2\u9023\u306e\u793e\u50b5\u767a\u884c\u5897\u3092\u80cc\u666f\u306b\u300130\u5e74\u50b5\u5229\u56de\u308a\u304c2007\u5e74\u4ee5\u6765\u306e\u9ad8\u6c34\u6e96\u3078\u4e0a\u304c\u3063\u305f\u3068\u4f1d\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7c736\u6708TIC\u306f\u7dcf\u54081,335\u5104\u30c9\u30eb\u306e\u7d14\u6d41\u5165\u3067\u3057\u305f\u3002\u3068\u3053\u308d\u304c\u3001\u8abf\u6574\u5f8c\u306e\u9577\u671f\u8a3c\u5238\u8cfc\u5165\u306f1,727\u5104\u30c9\u30eb\u3067\u30015\u6708\u306e2,312\u5104\u30c9\u30eb\u304b\u3089\u7d0425%\u6e1b\u5c11\u3057\u3066\u3044\u307e\u3059\u3002\u5916\u56fd\u516c\u7684\u90e8\u9580\u306f\u7c73\u9577\u671f\u56fd\u50b5\u309298\u5104\u30c9\u30eb\u58f2\u308a\u8d8a\u3057\u307e\u3057\u305f\u3002<a href=\"https:\/\/home.treasury.gov\/news\/press-releases\/sb0606\">\u7c73\u8ca1\u52d9\u7701\u306eTIC<\/a>\u3092\u898b\u308b\u9650\u308a\u3001\u6d77\u5916\u8cc7\u91d1\u306f\u7c73\u56fd\u3078\u5165\u3063\u3066\u3044\u3066\u3082\u3001\u9577\u671f\u91d1\u5229\u3092\u5b89\u5b9a\u3055\u305b\u308b\u56fd\u50b5\u9700\u8981\u304c\u5168\u9762\u7684\u306b\u623b\u3063\u305f\u3068\u306f\u8a00\u3048\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u30db\u30eb\u30e0\u30ba\u306e\u901a\u822a\u6570\u3092\u4fa1\u683c\u3088\u308a\u5148\u306b\u898b\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30db\u30eb\u30e0\u30ba\u6d77\u5ce1\u306e\u5546\u54c1\u8239\u901a\u822a\u306f8\u670815\u65e5\u306b5\u96bb\u300116\u65e5\u306f0\u96bb\u307e\u3067\u6e1b\u308a\u3001\u524d\u9031\u672b\u306e31\u96bb\u3001\u7d1b\u4e89\u524d\u306e\u65e5\u91cf130\u96bb\u8d85\u3092\u5927\u304d\u304f\u4e0b\u56de\u3063\u305f\u3068<a href=\"https:\/\/www.reuters.com\/business\/energy\/ship-traffic-through-strait-hormuz-drops-weekend-data-shows-2026-08-17\/\">Reuters<\/a>\u304c\u5831\u3058\u307e\u3057\u305f\u3002Brent\u304c90\u30c9\u30eb\u53f0\u3078\u4e0a\u304c\u3063\u305f\u80cc\u666f\u306b\u306f\u3001\u4f9b\u7d66\u4e0d\u5b89\u3092\u793a\u3059\u5b9f\u6e2c\u5024\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u539f\u6cb9\u9ad8\u3068\u9577\u671f\u91d1\u5229\u4e0a\u6607\u304c\u540c\u6642\u306b\u7d9a\u304f\u3068\u3001AI\u9ad8PER\u682a\u306b\u306f\u5272\u5f15\u7387\u3001BTC\u306b\u306f\u6d41\u52d5\u6027\u306e\u4e21\u9762\u304b\u3089\u9006\u98a8\u3067\u3059\u3002Brent\u304c90\u30c9\u30eb\u3092\u5272\u308a\u3001\u7c7310\u5e74\u50b5\u5229\u56de\u308a\u30824.70%\u3092\u4e0b\u56de\u308c\u3070\u3001\u3053\u306e\u8b66\u6212\u306f\u5f31\u3081\u3089\u308c\u307e\u3059\u3002\u539f\u6cb992\u30c9\u30eb\u8d85\u306810\u5e744.75%\u8d85\u304c\u91cd\u306a\u308b\u306a\u3089\u3001\u6210\u9577\u8cc7\u7523\u306e\u4e0b\u632f\u308c\u3092\u5148\u306b\u8003\u3048\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">BTC6.4\u4e07\u30c9\u30eb\u53cd\u767a\u306f\u3001\u307e\u3060\u78ba\u8a8d\u4f5c\u696d\u306e\u9014\u4e2d<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">ETF\u306f\u30d7\u30e9\u30b9\u3067\u3082\u3001\u5e83\u3044\u8cb7\u3044\u3067\u306f\u306a\u3044<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">BTC\u306f\u7d046.42\u4e07\u30c9\u30eb\u3001ETH\u306f\u7d041,903\u30c9\u30eb\u307e\u3067\u623b\u3057\u307e\u3057\u305f\u30028\u670817\u65e5\u306e\u7c73\u73fe\u7269ETF\u306fBTC\u304c1,120\u4e07\u30c9\u30eb\u306e\u7d14\u6d41\u5165\u3001ETH\u306f\u30bc\u30ed\u3067\u3059\u3002\u305f\u3060\u3057BTC\u306e\u6d41\u5165\u306fMSBT\u3060\u3051\u3067\u3001IBIT\u3084FBTC\u306a\u3069\u4e3b\u8981\u5546\u54c1\u3078\u5e83\u304c\u3063\u305f\u5f62\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30c6\u30fc\u30d6\u30eb\u30b3\u30a4\u30f3\u4f9b\u7d66\u30827\u65e5\u3067+0.01%\u3068\u307b\u307c\u6a2a\u3070\u3044\u3067\u3059\u3002\u3055\u3089\u306bFunding\u3001Open Interest\u3001Coinbase Premium\u3001\u73fe\u7269CVD\u3092\u540c\u3058\u6642\u523b\u30fb\u540c\u3058\u5b9a\u7fa9\u3067\u78ba\u8a8d\u3067\u304d\u3066\u3044\u307e\u305b\u3093\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u4eca\u56de\u306e\u53cd\u767a\u3092\u73fe\u7269\u9700\u8981\u306e\u56de\u5fa9\u3068\u6c7a\u3081\u3064\u3051\u305a\u3001\u30b7\u30e7\u30fc\u30c8\u30ab\u30d0\u30fc\u306e\u53ef\u80fd\u6027\u3092\u6b8b\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">3\u3064\u306e\u4fa1\u683c\u30b7\u30ca\u30ea\u30aa<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f37\u6c17\u30b7\u30ca\u30ea\u30aa\u306f\u3001BTC\u304c64,500\u301c65,000\u30c9\u30eb\u3092\u73fe\u7269\u51fa\u6765\u9ad8\u306e\u5897\u52a0\u3068\u3068\u3082\u306b\u4e0a\u56de\u308a\u3001ETF\u6d41\u5165\u304c\u4e3b\u8981\u5546\u54c1\u3078\u5e83\u304c\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002Coinbase Premium\u6539\u5584\u3068\u73fe\u7269CVD\u8cb7\u3044\u8d8a\u3057\u304c\u52a0\u308f\u308a\u3001Brent 90\u30c9\u30eb\u5272\u308c\u3001\u7c7310\u5e744.70%\u5272\u308c\u307e\u3067\u63c3\u3048\u3070\u3001\u53cd\u767a\u3092\u69cb\u9020\u7684\u306a\u9700\u8981\u56de\u5fa9\u3078\u4e0a\u65b9\u4fee\u6b63\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30e1\u30a4\u30f3\u30b7\u30ca\u30ea\u30aa\u306f\u3001BTC\u304c62,500\u301c65,000\u30c9\u30eb\u3001Brent\u304c88\u301c92\u30c9\u30eb\u3001\u7c7310\u5e74\u304c4.70\u301c4.75%\u3067\u63a8\u79fb\u3059\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002AI\u682a\u306f\u534a\u5c0e\u4f53\u30fb\u8a2d\u5099\u3068\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u5206\u304b\u308c\u3001\u6697\u53f7\u8cc7\u7523\u3082ETF\u5c0f\u5e45\u6d41\u5165\u3060\u3051\u3067\u306f\u30ec\u30f3\u30b8\u3092\u629c\u3051\u304d\u308c\u306a\u3044\u3068\u898b\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f31\u6c17\u30b7\u30ca\u30ea\u30aa\u306f\u3001BTC\u304c62,500\u30c9\u30eb\u3092\u5272\u308a\u3001ETF\u6d41\u51fa\u3001Premium\u60aa\u5316\u3001\u73fe\u7269CVD\u58f2\u308a\u8d8a\u3057\u304c\u91cd\u306a\u308b\u30b1\u30fc\u30b9\u3067\u3059\u3002Brent 92\u30c9\u30eb\u8d85\u3068\u7c7310\u5e744.75%\u8d85\u304c\u52a0\u308f\u308c\u3070\u3001OI\u306e\u9ad8\u6b62\u307e\u308a\u304b\u3089\u30ed\u30f3\u30b0\u6e05\u7b97\u304c\u5897\u3048\u308b\u5c55\u958b\u3092\u8b66\u6212\u3057\u307e\u3059\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Take-home message<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Nvidia\u306e\u6750\u6599\u306f8GW\u306e\u5de8\u5927\u9700\u8981\u3088\u308a\u300115\u5104\u30c9\u30eb\u51fa\u8cc7\u306e70\u500d\u306b\u9054\u3059\u308b\u6700\u59271,050\u5104\u30c9\u30eb\u4fdd\u8a3c\u306e\u4e2d\u8eab\u304c\u91cd\u8981\u3067\u3059\u3002<\/li>\n\n\n\n<li>Anthropic\u306erun-rate 650\u5104\u30c9\u30eb\u8d85\u306fAI\u53ce\u76ca\u5316\u306e\u901f\u3055\u3092\u793a\u3057\u307e\u3059\u304c\u3001\u6b21\u306b\u78ba\u8a8d\u3059\u3079\u304d\u306f\u7c97\u5229\u3068\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3067\u3059\u3002<\/li>\n\n\n\n<li>BTC\u306e6.4\u4e07\u30c9\u30eb\u56de\u5fa9\u306f\u524d\u9032\u3067\u3082\u3001ETF\u306e\u5e83\u304c\u308a\u3001\u73fe\u7269CVD\u3001\u539f\u6cb9\u3001\u7c73\u9577\u671f\u91d1\u5229\u304c\u63c3\u3046\u307e\u3067\u306f\u5f37\u6c17\u8ee2\u63db\u3092\u78ba\u5b9a\u3057\u307e\u305b\u3093\u3002<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>AI\u6295\u8cc7\u306f\u3001\u3069\u308c\u3060\u3051\u5927\u304d\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u9020\u308b\u304b\u3092\u7af6\u3046\u6bb5\u968e\u304b\u3089\u3001\u8ab0\u304c\u305d\u306e\u4fe1\u7528\u30ea\u30b9\u30af\u3092\u5f15\u304d\u53d7\u3051\u308b\u304b\u3092\u898b\u308b\u6bb5\u968e\u3078\u5165\u308a\u307e\u3057\u305f\u3002 \u4eca\u56de\u306e\u8c61\u5fb4\u306f\u3001Nvidia\u304cOpenAI\u5411\u3051\u30aa\u30cf\u30a4\u30aa\u5dde\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u6700\u59271,050\u5104\u30c9\u30eb\u306e\u4fdd\u8a3c\u3092<\/p>\n","protected":false},"author":1,"featured_media":375,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jin_ogp_image_url":"","_jin_last_featured_id":0,"footnotes":""},"categories":[7],"tags":[176,164,175,94,158,174,13,177,179,178],"class_list":["post-374","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-category-5","tag-ai","tag-anthropic","tag-btcetf","tag-nvidia","tag-openai","tag-13","tag-177","tag-179","tag-178"],"_links":{"self":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/374","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=374"}],"version-history":[{"count":1,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/374\/revisions"}],"predecessor-version":[{"id":376,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/posts\/374\/revisions\/376"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=\/wp\/v2\/media\/375"}],"wp:attachment":[{"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=374"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=374"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nexus-assetbase.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=374"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}