半導体株に新材料｜Google独自AIチップとマイクロソフト×AMD提携、強気評価は続くか Rb Leipzig [5gPeupFPOGH]

GoogleAIAMD

GoogleAMD

*2026/07/21

AI

GoogleGeminiFrozen v2

Frozen v2GeminiAIAI

TPUAI610

MicrosoftAMDAIHeliosAzureAMD6EPYCPensandoAzure BoostAI

AIAI

AINVIDIABroadcomMicronSanDisk

JPAI2028AI

AIUBS

UBS

AI

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00:35 1GoogleMSFTAMD

02:15 2

03:24 3UBS

04:30 4

05:56 5

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