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 [078ORWXwHYJ]
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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
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03:24 3UBS
04:30 4
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