{"id":2295,"date":"2023-01-25T21:14:06","date_gmt":"2023-01-25T12:14:06","guid":{"rendered":"https:\/\/1up-life.blog\/?p=2295"},"modified":"2023-01-25T21:14:06","modified_gmt":"2023-01-25T12:14:06","slug":"%e3%83%9e%e3%82%a4%e3%82%af%e3%83%ad%e3%82%bd%e3%83%95%e3%83%88-msft2023%e5%b9%b4%e7%ac%ac2%e5%9b%9b%e5%8d%8a%e6%9c%9f%e6%b1%ba%e7%ae%97%e8%aa%ac%e6%98%8e%e4%bc%9a","status":"publish","type":"post","link":"https:\/\/1up-life.blog\/?p=2295","title":{"rendered":"\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a"},"content":{"rendered":"<p>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002<\/p>\n<p>\u58f2\u308a\u4e0a\u3052\u30fbEPS\u306f\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3068\u307b\u307c\u540c\u3058\u3067\u3057\u305f\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u60aa\u3044\u3067\u3059\u306d\u3002\u70ba\u66ff\u306e\u5f71\u97ff\u3067\u7d042\uff05\u306e\u58f2\u4e0a\u5897\u3068\u5f71\u97ff\u304c\u5927\u304d\u304b\u3063\u305f\u3067\u304c\u70ba\u66ff\u3092\u8003\u616e\u3057\u3066\u3082\u6210\u9577\u306e\u920d\u5316\u304c\u6c17\u306b\u306a\u308a\u307e\u3059\u3002<\/p>\n<p>\u30af\u30e9\u30a6\u30c9\u3082\u304b\u3064\u3066\u307b\u3069\u306e\u6210\u9577\u3067\u306f\u306a\u3044\u306e\u3067\u3057\u3070\u3089\u304f\u306f\u682a\u4fa1\u306f\u4e0a\u304c\u308a\u306b\u304f\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u3067\u3059\u306d\u3002<\/p>\n<p>ChatGPT\u3067\u6709\u540d\u306aOpenAI\u3068\u65b0\u305f\u306b\u8907\u6570\u5e74\u3067\u6570\u5341\u5104\u30c9\u30eb\u306e\u6295\u8cc7\u3068\u306e\u4e8b\u306a\u306e\u3067\u3053\u306e\u5206\u91ce\u3092\u3057\u3070\u3089\u304f\u6ce8\u76ee\u3057\u305f\u3044\u3067\u3059\u3002<\/p>\n<div id=\"attachment_2296\" style=\"width: 1486px\" class=\"wp-caption alignnone\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2296\" class=\"wp-image-2296 size-full\" src=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/01\/MSFT_2023-01-25_21-11-18.png\" alt=\"\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)\u682a\u4fa1\" width=\"1476\" height=\"816\" srcset=\"https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/01\/MSFT_2023-01-25_21-11-18.png 1476w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/01\/MSFT_2023-01-25_21-11-18-300x166.png 300w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/01\/MSFT_2023-01-25_21-11-18-1024x566.png 1024w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/01\/MSFT_2023-01-25_21-11-18-768x425.png 768w, https:\/\/1up-life.blog\/wp-content\/uploads\/2023\/01\/MSFT_2023-01-25_21-11-18-940x520.png 940w\" sizes=\"auto, (max-width: 1476px) 100vw, 1476px\" \/><p id=\"caption-attachment-2296\" class=\"wp-caption-text\">\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)\u682a\u4fa1<\/p><\/div>\n<p>\u524d\u56de\u306e<a href=\"https:\/\/1up-life.blog\/?p=2100\">2023\u5e74\u7b2c1\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306f\u3053\u3061\u3089<\/a>\u3067\u3059\u3002<\/p>\n<p class=\"hh hh3 main-bdr\"><span class=\"big\"><strong>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a<\/strong><\/span><\/p>\n<p>Call participants:<br \/>\nBrett Iversen &#8212; Vice President, Investor Relations<br \/>\nSatya Nadella &#8212; Chairman and Chief Executive Officer<br \/>\nAmy Hood &#8212; Chief Financial Officer<br \/>\nKeith Weiss &#8212; Morgan Stanley &#8212; Analyst<br \/>\nBrent Thill &#8212; Jefferies &#8212; Analyst<br \/>\nMark Moerdler &#8212; Bernstein Research &#8212; Analyst<br \/>\nKash Rangan &#8212; Goldman Sachs &#8212; Analyst<br \/>\nKarl Keirstead &#8212; UBS &#8212; Analyst<br \/>\nBrad Zelnick &#8212; Deutsche Bank &#8212; Analyst<br \/>\nBrad Reback &#8212; Stifel Financial Corp. &#8212; Analyst<br \/>\nTyler Radke &#8212; Citi &#8212; Analyst<br \/>\nMore MSFT analysis<\/p>\n<p>2023\u5e741\u670824\u65e5\u5348\u5f8c5\u664230\u5206\uff08\u7c73\u56fd\u6771\u90e8\u6642\u9593\uff09<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c82023\u5e74\u5ea6\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u30b3\u30fc\u30eb\u3078\u3088\u3046\u3053\u305d\u3002\u73fe\u5728\u3001\u53c2\u52a0\u8005\u306e\u7686\u69d8\u306f\u30ea\u30b9\u30cb\u30f3\u30b0\u30aa\u30f3\u30ea\u30fc\u3068\u306a\u3063\u3066\u304a\u308a\u307e\u3059\u3002\u8cea\u7591\u5fdc\u7b54\u306f\u3001\u6b63\u5f0f\u306a\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u306e\u5f8c\u306b\u884c\u308f\u308c\u307e\u3059\u3002[\u3053\u306e\u30ab\u30f3\u30d5\u30a1\u30ec\u30f3\u30b9\u306f\u9332\u97f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u3067\u306f\u53f8\u4f1a\u306e\u30d6\u30ec\u30c3\u30c8\u30fb\u30a2\u30a4\u30d0\u30fc\u30bb\u30f3\uff08\u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u526f\u793e\u9577\uff09\u306b\u4f1a\u898b\u3092\u5f15\u304d\u7d99\u304e\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ec\u30c3\u30c8\u30fb\u30a2\u30a4\u30d0\u30fc\u30bb\u30f3 &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30fb\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30d0\u30a4\u30b9\u30fb\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u3053\u3093\u306b\u3061\u306f\u3001\u672c\u65e5\u306f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u672c\u65e5\u306f\u3001\u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\u306e Satya Nadella\u3001\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005\u306e Amy Hood\u3001\u6700\u9ad8\u4f1a\u8a08\u8cac\u4efb\u8005\u306e Alice Jolla\u3001\u305d\u3057\u3066\u526f\u793e\u9577\u5f01\u8b77\u58eb\u306e Keith Dolliver \u304c\u96fb\u8a71\u306b\u51fa\u3066\u3044\u307e\u3059\u3002\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u6295\u8cc7\u5bb6\u5411\u3051\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3067\u306f\u3001\u5f53\u793e\u306e\u6c7a\u7b97\u30d7\u30ec\u30b9\u30ea\u30ea\u30fc\u30b9\u3068\u8ca1\u52d9\u30b5\u30de\u30ea\u30fc\u7528\u30b9\u30e9\u30a4\u30c9\u30c7\u30c3\u30ad\u3092\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002\u3053\u306e\u96fb\u8a71\u4f1a\u8b70\u3067\u306f\u3001\u7279\u5b9a\u306e\u975eGAAP\u9805\u76ee\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u307e\u3059\u3002<\/p>\n<p>\u63d0\u4f9b\u3055\u308c\u308b\u975eGAAP\u30d9\u30fc\u30b9\u306e\u8ca1\u52d9\u6307\u6a19\u306f\u3001GAAP\u306b\u6e96\u62e0\u3057\u3066\u4f5c\u6210\u3055\u308c\u305f\u8ca1\u52d9\u696d\u7e3e\u306e\u6e2c\u5b9a\u5024\u306e\u4ee3\u66ff\u307e\u305f\u306f\u512a\u8d8a\u3068\u307f\u306a\u3055\u308c\u308b\u3079\u304d\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u3053\u308c\u3089\u306e\u9805\u76ee\u306f\u3001\u6295\u8cc7\u5bb6\u306e\u7686\u69d8\u306b\u5f53\u793e\u306e\u7b2c2\u56db\u534a\u671f\u306e\u696d\u7e3e\u304a\u3088\u3073\u3053\u308c\u3089\u306e\u9805\u76ee\u3084\u4e8b\u8c61\u304c\u696d\u7e3e\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u306b\u3064\u3044\u3066\u3088\u308a\u6df1\u304f\u3054 \u7406\u89e3\u3044\u305f\u3060\u304f\u305f\u3081\u306e\u8ffd\u52a0\u7684\u306a\u8aac\u660e\u3068\u3057\u3066\u63b2\u8f09\u3057\u305f\u3082\u306e\u3067\u3059\u3002\u672c\u65e5\u306e\u96fb\u8a71\u4f1a\u8b70\u306b\u304a\u3051\u308b\u6210\u9577\u7387\u306e\u6bd4\u8f03\u306f\u3001\u7279\u6bb5\u306e\u8a18\u8f09\u304c\u306a\u3044\u9650\u308a\u3001\u3059\u3079\u3066\u524d\u5e74\u540c\u671f\u3068\u306e\u6bd4\u8f03\u3068\u306a\u308a\u307e\u3059\u3002\u307e\u305f\u3001\u70ba\u66ff\u76f8\u5834\u5909\u52d5\u306e\u5f71\u97ff\u3092\u9664\u3044\u305f\u5b9f\u8cea\u7684\u306a\u696d\u7e3e\u8a55\u4fa1\u306e\u67a0\u7d44\u307f\u3068\u3057\u3066\u3001\u53ef\u80fd\u3067\u3042\u308c\u3070\u6bd4\u8f03\u53ef\u80fd\u306a\u70ba\u66ff \u30ec\u30fc\u30c8\u306b\u3088\u308b\u6210\u9577\u7387\u3082\u304a\u77e5\u3089\u305b\u3057\u307e\u3059\u3002<br \/>\n\u306a\u304a\u3001\u524d\u5e74\u540c\u671f\u306e\u70ba\u66ff\u30ec\u30fc\u30c8\u3092\u9069\u7528\u3057\u305f\u5834\u5408\u306e\u6210\u9577\u7387\u304c\u540c\u4e00\u306e\u5834\u5408\u306f\u3001\u305d\u306e\u6210\u9577\u7387\u306e\u307f\u3092\u8a18\u8f09\u3057\u307e\u3059\u3002\u306a\u304a\u3001\u8b70\u4e8b\u9332\u306e\u5b8c\u5168\u7248\u304c\u5b8c\u6210\u3059\u308b\u307e\u3067\u306e\u9593\u3001\u5f53 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365\u3001Teams\u3001Viva \u306f\u3001\u3042\u3089\u3086\u308b\u7d44\u7e54\u304c\u65b0\u3057\u3044\u4ed5\u4e8b\u306e\u4e16\u754c\u306b\u9069\u5fdc\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u306a\u3082\u306e\u3067\u3059\u3002Microsoft 365 \u306f AI \u30d5\u30a1\u30fc\u30b9\u30c8\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3078\u3068\u6025\u901f\u306b\u9032\u5316\u3057\u3066\u304a\u308a\u3001\u5f93\u6765\u304b\u3089\u3042\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3060\u3051\u3067\u306a\u304f\u3001Designer\u3001Stream\u3001Loop \u306a\u3069\u306e\u65b0\u3057\u3044\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u5229\u7528\u3057\u3066\u3001\u4e00\u4eba\u3072\u3068\u308a\u306e\u5275\u9020\u6027\u3068\u751f\u7523\u6027\u3092\u5897\u5e45\u3055\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30b3\u30f3\u30b7\u30e5\u30fc\u30de\u30fc\u5411\u3051\u306e\u5951\u7d04\u8005\u6570\u306f\u524d\u5e74\u6bd412%\u5897\u306e6,300\u4e07\u4eba\u3092\u8d85\u3048\u3001Microsoft 365 Basic\u3092\u5c0e\u5165\u3057\u3001\u3088\u308a\u591a\u304f\u306e\u4eba\u306b\u30d7\u30ec\u30df\u30a2\u30e0\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002Teams \u306f\u4eca\u671f\u3001\u6708\u9593\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u6570\u304c 2 \u5104 8000 \u4e07\u4eba\u3092\u7a81\u7834\u3057\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u4ee5\u6765\u306e\u6301\u7d9a\u7684\u306a\u52e2\u3044\u3092\u898b\u305b\u3066\u304a\u308a\u3001\u30b3\u30e9\u30dc\u30ec\u30fc\u30b7\u30e7\u30f3\u3001\u30c1\u30e3\u30c3\u30c8\u3001\u30df\u30fc\u30c6\u30a3\u30f3\u30b0\u3001\u901a\u8a71\u306a\u3069\u3001\u3042\u3089\u3086\u308b\u30ab\u30c6\u30b4\u30ea\u30fc\u3067\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Teams \u306f\u3001\u7b2c\u4e00\u7d1a\u306e\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3068\u3057\u3066\u53f0\u982d\u3057\u3066\u304d\u307e\u3057\u305f\u3002Adobe\u3001Atlassian\u3001Poly\u3001ServiceNow\u3001Workday\u306e\u30a2\u30d7\u30ea\u304c\u305d\u308c\u305e\u308c\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u657050\u4e07\u4eba\u3092\u7a81\u7834\u3057\u30011\u4e07\u4eba\u3092\u8d85\u3048\u308b\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u30a2\u30d7\u30ea\u306e\u6570\u306f\u524d\u5e74\u6bd4\u306740%\u8fd1\u304f\u5897\u52a0\u3057\u307e\u3057\u305f\u3002Teams Rooms\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30c7\u30d0\u30a4\u30b9\u6570\u306f50\u4e07\u3092\u8d85\u3048\u3001\u524d\u5e74\u6bd470\uff05\u5897\u30011,000\u30eb\u30fc\u30e0\u4ee5\u4e0a\u306e\u9867\u5ba2\u6570\u306f\u524d\u5e74\u6bd42\u500d\u3068\u306a\u308a\u307e\u3057\u305f\u3002Novo Nordisk\u306f\u3001\u3053\u308c\u307e\u3067\u3067\u6700\u5927\u306e\u53d6\u5f15\u3068\u3057\u3066\u3001\u4e16\u754c\u306e5,000\u306e\u4f1a\u8b70\u5ba4\u306bTeams Rooms\u3092\u5c0e\u5165\u3059\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>Teams Phone\u306f\u30b7\u30a7\u30a2\u3092\u62e1\u5927\u3057\u7d9a\u3051\u3001\u30af\u30e9\u30a6\u30c9\u901a\u8a71\u306b\u304a\u3051\u308b\u30de\u30fc\u30b1\u30c3\u30c8\u30ea\u30fc\u30c0\u30fc\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u904e\u53bb12\u30ab\u6708\u9593\u3060\u3051\u3067\u3001500\u4e07\u4ee5\u4e0a\u306ePSTN\u30b7\u30fc\u30c8\u3092\u8ffd\u52a0\u3057\u3066\u3044\u307e\u3059\u3002Teams Premium\u3067\u306f\u3001\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u6697\u53f7\u5316\u3084AI\u3092\u6d3b\u7528\u3057\u305f\u30ea\u30ab\u30d0\u30ea\u30fc\u306e\u3088\u3046\u306a\u9ad8\u5ea6\u306a\u6a5f\u80fd\u306b\u5bfe\u3059\u308b\u4f01\u696d\u306e\u9700\u8981\u306b\u5fdc\u3048\u3066\u3044\u307e\u3059\u3002\u30d7\u30ec\u30d3\u30e5\u30fc\u7248\u306b\u306f\u5f37\u3044\u95a2\u5fc3\u304c\u5bc4\u305b\u3089\u308c\u3001\u6765\u6708\u306b\u306f\u5e83\u304f\u5229\u7528\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308b\u4e88\u5b9a\u3067\u3059\u3002<\/p>\n<p>Microsoft Viva\u306b\u3088\u308a\u3001\u5f93\u696d\u54e1\u4f53\u9a13\u3068\u7d44\u7e54\u306e\u751f\u7523\u6027\u306e\u305f\u3081\u306e\u65b0\u3057\u3044\u5e02\u5834\u30ab\u30c6\u30b4\u30ea\u30fc\u3092\u4f5c\u308a\u51fa\u3057\u307e\u3057\u305f\u3002U.S. Bank\u306fViva\u3092\u5229\u7528\u3057\u3066\u5f93\u696d\u54e1\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u52b9\u7387\u5316\u3057\u3001Carlsberg\u306fViva\u3092\u5229\u7528\u3057\u306629,000\u4eba\u306e\u5f93\u696d\u54e1\u306e\u30c7\u30b8\u30bf\u30eb\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u4e00\u5143\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u4eca\u65e5\u306e\u74b0\u5883\u3067\u306f\u3001\u7d44\u7e54\u5168\u4f53\u3068\u6700\u3082\u91cd\u8981\u306a\u4ed5\u4e8b\u3092\u6574\u5408\u3055\u305b\u308b\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002<\/p>\n<p>Viva Goals\u306f\u3001\u65e5\u3005\u306e\u4ed5\u4e8b\u306e\u6d41\u308c\u306e\u4e2d\u306b\u3001\u76ee\u6a19\u3068\u91cd\u8981\u306a\u7d50\u679c\u3092\u76f4\u63a5\u3082\u305f\u3089\u3057\u307e\u3059\u3002\u307e\u305f\u3001Viva\u306f\u30d3\u30b8\u30cd\u30b9\u30d7\u30ed\u30bb\u30b9\u306b\u3082\u6b20\u304b\u305b\u306a\u3044\u30c4\u30fc\u30eb\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002Viva Sales\u306f\u3001Microsoft 365\u306e\u4e2d\u3067\u3082\u58f2\u308a\u624b\u5411\u3051\u306e\u30b9\u30fc\u30d1\u30fc\u30a2\u30d7\u30ea\u3067\u3059\u3002\u3053\u306e\u56db\u534a\u671f\u306b\u4e00\u822c\u5229\u7528\u53ef\u80fd\u306b\u306a\u3063\u3066\u304b\u3089\u3001\u5f37\u3044\u95a2\u5fc3\u304c\u5bc4\u305b\u3089\u308c\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002<\/p>\n<p>\u3059\u3079\u3066\u306b\u304a\u3044\u3066\u3001\u7d44\u7e54\u304cMicrosoft 365\u306b\u96c6\u7d04\u3055\u308c\u308b\u306e\u306f\u7d99\u7d9a\u7684\u306a\u3053\u3068\u3067\u3059\u3002\u5f53\u793e\u306e\u4f01\u696d\u9867\u5ba2\u306e 80% \u304c\u30015 \u3064\u4ee5\u4e0a\u306e Microsoft 365 \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u4f7f\u7528\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001EY\u3001IKEA\u3001NTT\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba\u3001Rio Tinto\u3001\u30d0\u30fc\u30b8\u30cb\u30a2\u5dde\u653f\u5e9c\u306a\u3069\u3001\u6c11\u9593\u30fb\u516c\u5171\u90e8\u9580\u3092\u554f\u308f\u305a\u3001\u9ad8\u5ea6\u306a\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3001\u97f3\u58f0\u3001\u5206\u6790\u306b\u5f53\u793e\u306e\u30d7\u30ec\u30df\u30a2\u30e0E5\u3092\u9078\u629e\u3059\u308b\u4f01\u696d\u304c\u5897\u3048\u3066\u3044\u307e\u3059\u3002\u3055\u3066\u3001\u6b21\u306f Windows \u3067\u3059\u3002<\/p>\n<p>\u5f53\u56db\u534a\u671f\u306e PC \u51fa\u8377\u53f0\u6570\u306f\u6e1b\u5c11\u3057\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u524d\u306e\u6c34\u6e96\u306b\u623b\u308a\u307e\u3057\u305f\u304c\u3001Windows \u306e\u4f7f\u7528\u5f37\u5ea6\u306f\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u524d\u3088\u308a\u9ad8\u304f\u3001PC 1 \u53f0\u3042\u305f\u308a\u306e\u4f7f\u7528\u6642\u9593\u306f\u7d04 10%\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u6708\u9593\u30a2\u30af\u30c6\u30a3\u30d6\u30c7\u30d0\u30a4\u30b9\u6570\u3082\u4eca\u671f\u306f\u904e\u53bb\u6700\u9ad8\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u6cd5\u4eba\u306e\u304a\u5ba2\u69d8\u3067\u306f\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u751f\u7523\u6027\u3068\u3044\u3046\u5dee\u5225\u5316\u3055\u308c\u305f\u4fa1\u5024\u63d0\u6848\u306b\u3088\u308a\u3001Windows 11\u306e\u63a1\u7528\u304c\u9032\u307f\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001Windows 365 \u3068 Azure Virtual Desktop \u306e\u5229\u7528\u304c\u524d\u5e74\u6bd4 3 \u5206\u306e 2 \u4ee5\u4e0a\u5897\u52a0\u3057\u3001\u30af\u30e9\u30a6\u30c9\u63d0\u4f9b\u306e Windows \u3082\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Campari \u3084 Grant Thornton U.K. \u304b\u3089 Nutrien \u3084 Woolworths 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Iversen &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30a8\u30a4\u30df\u30fc\u3002\u305d\u308c\u3067\u306f\u3001\u8cea\u7591\u5fdc\u7b54\u306b\u79fb\u308a\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u4ed6\u306e\u53c2\u52a0\u8005\u306b\u914d\u616e\u3057\u3066\u3001\u8cea\u554f\u306f1\u3064\u3060\u3051\u306b\u3059\u308b\u3088\u3046\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u30b8\u30e7\u30fc\u3001\u3082\u3046\u4e00\u5ea6\u6307\u793a\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p class=\"hh hh6 main-c main-bdr\"><span class=\"big\"><strong>\u8cea\u7591\u5fdc\u7b54<\/strong><\/span><\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u7686\u3055\u3093\u3001\u3053\u306e\u6642\u9593\u5e2f\u306f\u8cea\u7591\u5fdc\u7b54\u3068\u3055\u305b\u3066\u3044\u305f\u3060\u304d\u307e\u3059\u3002[\u6700\u521d\u306e\u8cea\u554f\u306f\u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc\u306e\u30ad\u30fc\u30b9\u30fb\u30ef\u30a4\u30b9\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3001\u304a\u9032\u307f\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30ad\u30fc\u30b9\u30fb\u30ef\u30a4\u30b9 &#8212; \u30e2\u30eb\u30ac\u30f3\u30b9\u30bf\u30f3\u30ec\u30fc &#8212; 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OpenAI\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u8d85\u3048\u3066\u62e1\u5927\u3059\u308b\u6642\u671f\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u308b\u3079\u304d\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001Bing\u3084\u751f\u7523\u6027\u30b9\u30a4\u30fc\u30c8\u3001\u3042\u308b\u3044\u306f\u3088\u308a\u5e83\u7bc4\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306b\u5bfe\u3057\u3066\u3001\u3069\u306e\u3088\u3046\u306a\u30dd\u30b8\u30c6\u30a3\u30d6\u306a\u5f71\u97ff\u304c\u51fa\u59cb\u3081\u308b\u306e\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Satya Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>Keith\u3055\u3093\u3001\u3054\u8cea\u554f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3054\u5b58\u77e5\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u306f3\u5e74\u524d\u3001\u3064\u307e\u308a3\u5e74\u534a\u524d\u306bOpenAI\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002\u3053\u306e3\u5e74\u9593\u3001\u79c1\u305f\u3061\u306f\u3053\u306e\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u591a\u304f\u306e\u8981\u7d20\u306b\u3064\u3044\u3066\u3001\u5b9f\u969b\u306b\u61f8\u547d\u306b\u53d6\u308a\u7d44\u3093\u3067\u304d\u307e\u3057\u305f\u3002\u79c1\u305f\u3061\u306f\u3001\u6b21\u306e\u5927\u304d\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6ce2\u306fAI\u3067\u3042\u308a\u3001\u5f37\u529b\u306a\u3082\u306e\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u3057\u3066\u3001\u305d\u306e\u6ce2\u3092\u6349\u3048\u3001\u305d\u306e\u6ce2\u304c\u5f53\u793e\u306e\u6280\u8853\u30b9\u30bf\u30c3\u30af\u306e\u3042\u3089\u3086\u308b\u90e8\u5206\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u3001\u65b0\u3057\u3044\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3084\u65b0\u3057\u3044\u6a5f\u4f1a\u3092\u751f\u307f\u51fa\u3059\u3053\u3068\u3067\u3001\u591a\u304f\u306e\u4f01\u696d\u4fa1\u5024\u304c\u751f\u307e\u308c\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u3067\u3059\u304b\u3089\u3001\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u6a5f\u4f1a\u3084\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u30fb\u30b7\u30d5\u30c8\u306e\u6a5f\u4f1a\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u3068\u304d\u306f\u3001\u3044\u3064\u3082\u305d\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u3002\u4eca\u3042\u308b\u3082\u306e\u3059\u3079\u3066\u306b\u5bfe\u3057\u3066\u3001\u3069\u3046\u3059\u308c\u3070\u672c\u8cea\u7684\u306b\u6ce2\u306b\u4e57\u308c\u308b\u304b\u3001\u3088\u308a\u62e1\u5f35\u6027\u3092\u6301\u305f\u305b\u3089\u308c\u308b\u304b\u3001\u305d\u3057\u3066\u3001\u4f55\u304c\u751f\u307f\u51fa\u305b\u308b\u304b\u3002Azure\u306e\u4e2d\u6838\u3068\u306a\u308b\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u305d\u306e\u6027\u8cea\u304c\u6839\u672c\u7684\u306b\u5909\u308f\u308a\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c8\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u3001\u305d\u3057\u3066\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u3069\u306e\u3088\u3046\u306b\u7d44\u307f\u5408\u308f\u3055\u308c\u308b\u304b\u304c\u5909\u308f\u308a\u307e\u3059\u3002\u3053\u306e3\u5e74\u534a\u304b\u30894\u5e74\u306e\u9593\u3001\u79c1\u305f\u3061\u306f\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u7528\u30b9\u30fc\u30d1\u30fc\u30b3\u30f3\u30d4\u30e5\u30fc\u30bf\u3068\u63a8\u8ad6\u7528\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u306e\u4e21\u65b9\u3092\u69cb\u7bc9\u3059\u308b\u305f\u3081\u306b\u3001\u975e\u5e38\u306b\u61f8\u547d\u306b\u53d6\u308a\u7d44\u3093\u3067\u304d\u307e\u3057\u305f\u3002<\/p>\n<p>\u3067\u3059\u304b\u3089\u3001\u30b3\u30a2\u3068\u306a\u308bAzure\u81ea\u4f53\u304c\u3001\u30b3\u30a2\u30fb\u30a4\u30f3\u30d5\u30e9\u30fb\u30d3\u30b8\u30cd\u30b9\u306e\u305f\u3081\u306b\u5909\u8c8c\u3057\u3064\u3064\u3042\u308b\u306e\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u5909\u8eab\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u305d\u3057\u3066\u3001Azure OpenAI\u30b5\u30fc\u30d3\u30b9\u3092\u8d85\u3048\u305f\u30c7\u30fc\u30bf\u3067\u3001Synapse\u3068OpenAI API\u3067\u4f55\u304c\u3067\u304d\u308b\u304b\u3092\u8003\u3048\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002\u79c1\u305f\u3061\u306f\u3059\u3067\u306bPower Platform\u306e\u6a5f\u80fd\u3092\u53d6\u308a\u5165\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u79c1\u305f\u3061\u304c\u4eca\u65e5\u3001\u30ed\u30dc\u30c6\u30a3\u30c3\u30af\u30fb\u30d7\u30ed\u30bb\u30b9\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u3084\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u30fb\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u306e\u30ea\u30fc\u30c0\u30fc\u3067\u3042\u308b\u7406\u7531\u306e\u4e00\u3064\u306f\u3001\u305d\u3053\u306b\u3042\u308b\u3044\u304f\u3064\u304b\u306eAI\u6a5f\u80fd\u3067\u3059\u3002GitHub Copilot\u306f\u3001\u73fe\u5728\u5e02\u5834\u306b\u51fa\u3066\u3044\u308bLLM\u30d9\u30fc\u30b9\u306e\u88fd\u54c1\u306e\u4e2d\u3067\u3001\u6700\u3082\u30a2\u30c3\u30c8\u30b9\u30b1\u30fc\u30eb\u306a\u88fd\u54c1\u3060\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u79c1\u305f\u3061\u306f\u3001\u751f\u7523\u6027\u5411\u4e0a\u3084\u6d88\u8cbb\u8005\u5411\u3051\u30b5\u30fc\u30d3\u30b9\u306a\u3069\u3001\u30b9\u30bf\u30c3\u30af\u306e\u3042\u3089\u3086\u308b\u30ec\u30a4\u30e4\u30fc\u306bAI\u3092\u7d44\u307f\u8fbc\u3093\u3067\u3044\u304f\u3053\u3068\u3092\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u79c1\u305f\u3061\u306fAI\u306b\u3068\u3066\u3082\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u79c1\u305f\u3061\u306fOpenAI\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306b\u3082\u671f\u5f85\u3057\u3066\u3044\u307e\u3059\u3002\u5f7c\u3089\u306f\u88fd\u54c1\u3092\u5546\u54c1\u5316\u3057\u3066\u3044\u307e\u3059\u3002ChatGPT\u304cAzure\u4e0a\u306b\u69cb\u7bc9\u3055\u308c\u3001\u305d\u306e\u727d\u5f15\u5f79\u3068\u306a\u308b\u3053\u3068\u306b\u8208\u596e\u3057\u3066\u3044\u307e\u3059\u3002\u79c1\u305f\u3061\u306f\u3001\u6295\u8cc7\u3068\u5546\u696d\u7684\u30d1\u30fc\u30c8\u30ca\u30fc\u30b7\u30c3\u30d7\u306e\u4e21\u65b9\u3092\u8996\u91ce\u306b\u5165\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u57fa\u672c\u7684\u306b\u306f\u3001AI\u3092\u30ea\u30fc\u30c9\u3059\u308b\u3053\u3068\u3067\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306e\u3059\u3079\u3066\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306b\u304a\u3044\u3066\u3001\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3068\u7af6\u4e89\u529b\u306e\u3042\u308b\u5dee\u5225\u5316\u3092\u63a8\u9032\u3059\u308b\u3082\u306e\u306b\u306a\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Keith Weiss &#8212; Morgan Stanley &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b5\u30c6\u30a3\u30a2\u30fb\u30ca\u30c7\u30e9 &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b8\u30e7\u30fc\u3001\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30b8\u30a7\u30d5\u30ea\u30fc\u30ba\u306e\u30d6\u30ec\u30f3\u30c8\u30fb\u30c6\u30a3\u30eb\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Brent Thill &#8212; Jefferies &#8212; 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&#8212; 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306b\u898b\u308c\u3070\u3001GDP\u306e\u5272\u5408\u3067\u898b\u305f\u5834\u5408\u3001\u6280\u8853\u6295\u8cc7\u306f\u5897\u52a0\u3059\u308b\u3068\u8003\u3048\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Brent Thill &#8212; Jefferies &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Satya Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u30d6\u30ec\u30f3\u30c8\u3055\u3093\u3001\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30b8\u30e7\u30fc\u3001\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306fBernstein\u306eMark Moerdler\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30de\u30fc\u30af\u30fb\u30e2\u30a2\u30fc\u30c9\u30e9\u30fc &#8212; \u30d0\u30fc\u30f3\u30b9\u30bf\u30a4\u30f3\u30fb\u30ea\u30b5\u30fc\u30c1 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u6700\u9069\u5316\u306b\u95a2\u3059\u308b\u8cea\u554f\u306b\u3064\u3044\u3066\u3001\u5c11\u3057\u88dc\u8db3\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u4eca\u671f\u306f\u82e5\u5e72\u306e\u6e1b\u901f\u304c\u898b\u3089\u308c\u305f\u3068\u601d\u3044\u307e\u3059\u3002\u6765\u671f\u306f\u30af\u30e9\u30a6\u30c9\u3068Azure\u3067\u82e5\u5e72\u306e\u6e1b\u901f\u304c\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u3046\u3061\u3001\u3069\u306e\u7a0b\u5ea6\u304c\u65e2\u306b\u8cfc\u5165\u3057\u305f\u88fd\u54c1\u306e\u6700\u9069\u5316\u3067\u3042\u308a\u3001\u3069\u306e\u7a0b\u5ea6\u304c\u30de\u30af\u30ed\u8981\u56e0\u306b\u3088\u308b\u9700\u8981\u3078\u306e\u5f71\u97ff\u3060\u3068\u304a\u8003\u3048\u3067\u3057\u3087\u3046\u304b\u3002<\/p>\n<p>Satya Nadella &#8212; 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365\u306e\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u306b\u3082\u4e00\u8cab\u6027\u304c\u3042\u308b\u3053\u3068\u304c\u308f\u304b\u308a\u307e\u3059\u3002<\/p>\n<p>Mark Moerdler &#8212; Bernstein Research &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u5b8c\u74a7\u3067\u3059\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Satya Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30de\u30fc\u30af\u3002\u30b8\u30e7\u30fc\u3001\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9\u306e\u30ab\u30b7\u30e5\u30fb\u30e9\u30f3\u30ac\u30f3\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30ab\u30b7\u30e5\u30fb\u30e9\u30f3\u30ac\u30f3 &#8212; \u30b4\u30fc\u30eb\u30c9\u30de\u30f3\u30fb\u30b5\u30c3\u30af\u30b9 &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3069\u3046\u3082\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002\u30b5\u30c6\u30a3\u30e4\u3001\u6700\u9069\u5316\u306e\u30b5\u30a4\u30af\u30eb\u30bf\u30a4\u30e0\u304c\u3069\u306e\u304f\u3089\u3044\u7d9a\u304f\u304b\u306b\u3064\u3044\u3066\u6559\u3048\u3066\u304f\u3060\u3055\u3044\u3002\u6570\u56db\u534a\u671f\u306a\u306e\u304b\u3001\u6570\u56db\u534a\u671f\u306a\u306e\u304b\u3001\u305d\u308c\u3068\u3082\u6570\u5e74\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u4e16\u754c\u306eGDP\u306b\u5360\u3081\u308b\u6280\u8853\u652f\u51fa\u306e\u5272\u5408\u304c\u9ad8\u307e\u308b\u3068\u3044\u3046\u304a\u8a71\u306f\u3001\u306a\u308b\u307b\u3069\u3068\u601d\u3044\u307e\u3057\u305f\u3002\u3082\u3057\u305d\u3046\u306a\u3063\u305f\u5834\u5408\u3001\u696d\u754c\u3067\u8d77\u304d\u3066\u3044\u308b\u6700\u9069\u5316\u306e\u671f\u9593\u3092\u3069\u306e\u3088\u3046\u306b\u8003\u3048\u3066\u3044\u307e\u3059\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Satya Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3064\u307e\u308a\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u304c\u3042\u308a\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u6700\u9069\u5316\u3057\u3001\u65b0\u3057\u3044\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u958b\u59cb\u3059\u308b\u3001\u3068\u3044\u3046\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u601d\u3046\u306e\u3067\u3059\u3002\u3064\u307e\u308a\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u6700\u9069\u5316\u304c\u7d42\u308f\u3063\u305f\u3068\u304d\u304c\u3001\u305d\u306e\u30b5\u30a4\u30af\u30eb\u304c\u7d42\u4e86\u3057\u305f\u3068\u304d\u3060\u3068\u8a00\u3048\u308b\u3067\u3057\u3087\u3046\u3002\u79c1\u305f\u3061\u306f\u3001\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u6642\u306b2\u5e74\u9593\u306b\u308f\u305f\u308a\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u52a0\u901f\u3057\u307e\u3057\u305f\u3002\u3067\u3059\u304b\u3089\u3001\u6700\u9069\u5316\u3092\u56f3\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2\u5e74\u304b\u3051\u3066\u6700\u9069\u5316\u3059\u308b\u3064\u3082\u308a\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u4eca\u5e74\u4e2d\u306b\u6700\u9069\u5316\u3059\u308b\u3064\u3082\u308a\u3067\u3059\u3002\u305d\u3057\u3066\u3001\u6700\u9069\u5316\u3092\u9032\u3081\u308b\u3068\u540c\u6642\u306b\u3001\u65b0\u3057\u3044\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u59cb\u307e\u308a\u307e\u3059\u304c\u3001\u65b0\u3057\u3044\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u30b9\u30bf\u30fc\u30c8\u306f\u3001\u4f7f\u7528\u91cf\u306e\u30d4\u30fc\u30af\u6642\u306b\u5373\u5ea7\u306b\u59cb\u307e\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u65b0\u3057\u3044\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306f\u3001\u4f7f\u7528\u91cf\u306e\u30d4\u30fc\u30af\u6642\u306b\u5373\u5ea7\u306b\u958b\u59cb\u3055\u308c\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u958b\u59cb\u3055\u308c\u305f\u5f8c\u3001\u898f\u6a21\u3092\u62e1\u5927\u3057\u3066\u3044\u304d\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u3053\u306e2\u3064\u306e\u30b5\u30a4\u30af\u30eb\u3067\u306f\u30bf\u30a4\u30e0\u30e9\u30b0\u304c\u751f\u3058\u307e\u3059\u3002<\/p>\n<p>Kash Rangan &#8212; Goldman Sachs &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3064\u307e\u308a\u3001\u6b21\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u52b9\u679c\u304c\u5b8c\u5168\u306b\u73fe\u308c\u308b\u307e\u3067\u306e\u4e00\u6642\u7684\u306a\u8abf\u6574\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u306d\u3002\u305d\u308c\u3092\u7406\u89e3\u3067\u304d\u3066\u3088\u304b\u3063\u305f\u3067\u3059\u3002<\/p>\n<p>Satya Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u305d\u306e\u901a\u308a\u3067\u3059\u3002\u305d\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n<p>Kash Rangan &#8212; Goldman Sachs &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30b5\u30c6\u30a3\u30a2\u30fb\u30ca\u30c7\u30e9\uff08Satya Nadella\uff09 &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001Kash\u3002\u30b8\u30e7\u30fc\u3001\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306fUBS\u306eKarl Keirstead\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>Karl Keirstead &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u30a8\u30a4\u30df\u30fc\u3055\u3093\u3078\u306e\u8cea\u554f\u3067\u3059\u3002\u30a8\u30a4\u30df\u30fc\u3055\u3093\u3001\u660e\u3089\u304b\u306b\u53b3\u3057\u3044\u74b0\u5883\u3092\u8003\u3048\u308b\u3068\u3001\u901a\u671f\u306e\u6052\u5e38\u70ba\u66ff\u30ec\u30fc\u30c8\u30d9\u30fc\u30b9\u306720\uff05\u306e\u30b3\u30de\u30fc\u30b7\u30e3\u30eb\u30ec\u30d6\u30b9\u306e\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u306e\u306f\u53b3\u3057\u3044\u3088\u3046\u306b\u601d\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u58f2\u4e0a\u9ad8\u304c10\uff05\u4ee5\u4e0a\u4f38\u3073\u308b\u3068\u3044\u3046\u30bd\u30d5\u30c8\u30ac\u30a4\u30c0\u30f3\u30b9\u306b\u3064\u3044\u3066\u3082\u540c\u69d8\u3067\u3057\u3087\u3046\u304b\uff1f\u307e\u305f\u3001\u30a8\u30a4\u30df\u30fc\u3055\u3093\u3001\u91cd\u8981\u306a\u6307\u6a19\u306a\u306e\u3067\u3053\u3063\u305d\u308a\u6559\u3048\u3066\u3044\u305f\u3060\u304d\u305f\u3044\u306e\u3067\u3059\u304c\u3002<\/p>\n<p>Azure\u304c4\uff5e5\u30dd\u30a4\u30f3\u30c8\u4f4e\u4e0b\u3059\u308b\u3068\u3044\u3046\u306e\u306f\u300112\u6708\u306b\u5831\u544a\u3055\u308c\u305f38%\u304b\u3089\u306e\u4f4e\u4e0b\u3067\u3042\u3063\u3066\u300135%\u306e\u7d42\u4e86\u7387\u304b\u3089\u306e\u4f4e\u4e0b\u3067\u306f\u306a\u3044\u306e\u3067\u3059\u3088\u306d\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a8\u30a4\u30df\u30fc\u30fb\u30d5\u30fc\u30c9\uff08Amy Hood\uff09\uff1a\u6700\u9ad8\u8ca1\u52d9\u8cac\u4efb\u8005<\/p>\n<p>\u30ab\u30fc\u30eb\u3001\u524d\u534a\u306e\u8cea\u554f\u306b\u3064\u3044\u3066\u306f\u3001\u5c11\u3057\u5f85\u3063\u3066\u304f\u3060\u3055\u3044\u3002\u3054\u8cea\u554f\u306e\u5f8c\u534a\u3001\u9000\u51fa\u7387\u306e\u76ee\u5b89\u306b\u3064\u3044\u3066\u3067\u3059\u304c\u30014\uff5e5\u30dd\u30a4\u30f3\u30c8\u307b\u3069\u9000\u51fa\u7387\u3092\u4e0b\u3052\u3066\u3044\u307e\u3059\u3001\u5ff5\u306e\u305f\u3081\u3002\u901a\u671f\u306e\u53ce\u76ca\u306b\u3064\u3044\u3066\u306f\u3001Windows PC\u306e\u5e02\u5834\u304c\u5927\u6d41\u884c\u524d\u306e\u6c34\u6e96\u306b\u623b\u308b\u304b\u3069\u3046\u304b\u3092\u6ce8\u8996\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u30b3\u30e1\u30f3\u30c8\u3057\u307e\u305b\u3093\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u305d\u308c\u4ee5\u5916\u306e\u70b9\u3067\u306f\u3001\u3054\u89a7\u306e\u3068\u304a\u308a\u3001\u30c8\u30ec\u30f3\u30c9\u306f\u6bd4\u8f03\u7684\u4e00\u8cab\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3068\u3044\u3046\u306e\u3082\u3001\u5148\u307b\u3069\u304a\u8a71\u3057\u305f\u55b6\u696d\u5229\u76ca\u7387\u306b\u95a2\u3059\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u898b\u308b\u3068\u3001OEM\u30d3\u30b8\u30cd\u30b9\u306b\u3088\u308b\u9006\u98a8\u304c\u5e74\u660e\u3051\u306b\u4e88\u60f3\u3057\u305f\u3082\u306e\u3088\u308a20\u5104\u30c9\u30eb\u4ee5\u4e0a\u5f37\u3044\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u70ba\u66ff\u5909\u52d5\u306e\u5f71\u97ff\u3092\u9664\u3051\u3070\u3001\u5e74\u9593\u306e\u5229\u76ca\u7387\u304c\u308f\u305a\u304b1\u30dd\u30a4\u30f3\u30c8\u3057\u304b\u4f4e\u4e0b\u3057\u3066\u3044\u306a\u3044\u3068\u3044\u3046\u4e8b\u5b9f\u304c\u91cd\u8981\u306a\u30dd\u30a4\u30f3\u30c8\u306b\u306a\u308b\u304b\u3089\u3067\u3059\u3002\u30de\u30fc\u30b8\u30f3\u3092\u91cd\u8996\u3057\u3001\u512a\u5148\u9806\u4f4d\u3092\u3064\u3051\u3001\u30ea\u30bf\u30fc\u30f3\u304c\u9ad8\u3044\u3068\u308f\u304b\u3063\u3066\u3044\u308b\u3068\u3053\u308d\u306b\u6295\u8cc7\u3092\u96c6\u4e2d\u3055\u305b\u308b\u3053\u3068\u3067\u3001\u7b2c4\u56db\u534a\u671f\u306b\u30ec\u30d0\u30ec\u30c3\u30b8\u3092\u52b9\u304b\u305b\u3066\u5e74\u3092\u8d8a\u3059\u3068\u3044\u3046\u70b9\u3067\u306f\u3001\u304b\u306a\u308a\u826f\u3044\u72b6\u614b\u306b\u3042\u308b\u3068\u611f\u3058\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>Karl Keirstead &#8212; UBS &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u4e86\u89e3\u3057\u307e\u3057\u305f\u3002\u3068\u3066\u3082\u52a9\u304b\u308a\u307e\u3057\u305f\u3002\u3042\u308a\u304c\u3068\u3046\u3001\u30a8\u30a4\u30df\u30fc\u3002<\/p>\n<p>Satya Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001Karl\u3002\u30b8\u30e7\u30fc\u3001\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u3001\u30c9\u30a4\u30c4\u9280\u884c\u306e\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30e9\u30c3\u30c9\u30fb\u30bc\u30eb\u30cb\u30c3\u30af &#8212; \u30c9\u30a4\u30c4\u9280\u884c &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u305d\u3046\u3067\u3059\u306d\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002\u30a8\u30a4\u30df\u30fc\u3001\u5148\u9031\u767a\u8868\u3055\u308c\u305f\u7d4c\u8cbb\u63aa\u7f6e\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u304c\u3002\u3082\u3061\u308d\u3093\u3001\u8efd\u3005\u306b\u6c7a\u65ad\u3067\u304d\u308b\u3053\u3068\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002<\/p>\n<p>\u4eca\u5e74\u5ea6\u672b\u306e\u4eba\u54e1\u8a08\u753b\u3084\u3001\u5fc5\u8981\u3067\u3042\u308c\u3070\u3055\u3089\u306a\u308b\u7d4c\u8cbb\u524a\u6e1b\u306e\u53ef\u80fd\u6027\u306b\u3064\u3044\u3066\u3001\u3069\u306e\u3088\u3046\u306b\u304a\u8003\u3048\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u3069\u306e\u3088\u3046\u306a\u57fa\u6e96\u3067\u6c7a\u5b9a\u3057\u3066\u3044\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30a8\u30a4\u30df\u30fc\u30fb\u30d5\u30fc\u30c9 &#8212; 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Zelnick &#8212; Deutsche Bank &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Satya Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u3042\u308a\u304c\u3068\u3046\u3001\u30d6\u30e9\u30c3\u30c9\u3002\u30b8\u30e7\u30fc\u3001\u6b21\u306e\u8cea\u554f\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u306e\u30d6\u30e9\u30c3\u30c9\u30fb\u30ec\u30d0\u30c3\u30af\u304b\u3089\u3067\u3059\u3002\u3069\u3046\u305e\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30e9\u30c3\u30c9\u30fb\u30ea\u30d0\u30c3\u30af &#8212; \u30b9\u30c6\u30a3\u30d5\u30a7\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3 &#8212; 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Nadella &#8212; \u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>\u307e\u305f\u3001Microsoft 365 \u4ee5\u5916\u306e\u30e6\u30fc\u30b6\u30fc\u5358\u4f4d\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u3082\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u65b0\u3057\u3044\u30b9\u30a4\u30fc\u30c8\u3067\u3042\u308bPower Platform\u5358\u4f53\u3084\u3001Teams Pro\u306e\u3088\u3046\u306a\u30b9\u30bf\u30f3\u30c9\u30a2\u30ed\u30fc\u30f3\u306e\u88fd\u54c1\u306b\u3082\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u3088\u3046\u306b\u3001\u79c1\u305f\u3061\u304c\u5927\u898f\u6a21\u306b\u5c55\u958b\u3057\u3066\u3044\u308b\u30b9\u30a4\u30fc\u30c8\u4ee5\u5916\u306b\u3082\u3001\u3084\u308a\u305f\u3044\u3053\u3068\u306f\u305f\u304f\u3055\u3093\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>Brad Reback &#8212; Stifel Financial Corp.\u793e &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u7d20\u6674\u3089\u3057\u3044\u3002\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>Brett Iversen &#8212; \u6295\u8cc7\u5bb6\u5411\u3051\u5e83\u5831\u62c5\u5f53\u526f\u793e\u9577<\/p>\n<p>\u30b8\u30e7\u30fc\u3001\u6700\u5f8c\u306b\u3082\u30461\u3064\u3060\u3051\u8cea\u554f\u3092\u3069\u3046\u305e\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u6b21\u306e\u8cea\u554f\u306f\u30b7\u30c6\u30a3\u306e\u30bf\u30a4\u30e9\u30fc\u30fb\u30e9\u30c9\u30af\u304b\u3089\u3067\u3059\u3002\u7d9a\u3051\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>Tyler Radke &#8212; Citi &#8212; \u30a2\u30ca\u30ea\u30b9\u30c8<\/p>\n<p>\u3054\u8cea\u554f\u3092\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3059\u3002Azure\u306e\u5927\u53e3\u9867\u5ba2\u306e\u7acb\u3061\u4e0a\u3052\u306b\u3064\u3044\u3066\u3001\u8996\u754c\u304c\u3069\u306e\u3088\u3046\u306b\u5909\u5316\u3057\u305f\u304b\u306b\u3064\u3044\u3066\u304a\u805e\u304d\u3057\u305f\u3044\u306e\u3067\u3059\u3002\u3053\u308c\u3089\u306e\u5927\u898f\u6a21\u306a\u9867\u5ba2\u306e\u7acb\u3061\u4e0a\u3052\u3084\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u4e00\u6642\u505c\u6b62\u3057\u3066\u3044\u308b\u5834\u5408\u306b\u3064\u3044\u3066\u3001\u30b3\u30e1\u30f3\u30c8\u3092\u304a\u9858\u3044\u3057\u307e\u3059\u3002\u307e\u305f\u3001\u4eca\u5f8c\u6570\u56db\u534a\u671f\u306b\u671f\u5f85\u3055\u308c\u308bAzure\u306eAI\u3084GPU\u306b\u3088\u308b\u8ca2\u732e\u306b\u3064\u3044\u3066\u3001\u5b9a\u91cf\u5316\u3059\u308b\u65b9\u6cd5\u306f\u3042\u308a\u307e\u3059\u3067\u3057\u3087\u3046\u304b\uff1f\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>\u30b5\u30c6\u30a3\u30a2\u30fb\u30ca\u30c7\u30e9\uff08Satya Nadella\uff09\u4f1a\u9577\u517c\u6700\u9ad8\u7d4c\u55b6\u8cac\u4efb\u8005\uff08CEO<\/p>\n<p>2\u3064\u76ee\u306e\u8cea\u554f\u3067\u3059\u304c\u3001AI\u3068\u305d\u306e\u4ed6\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u5206\u96e2\u3057\u3066\u8003\u3048\u308b\u306e\u306f\u6642\u671f\u5c1a\u65e9\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u81ea\u4f53\u3082\u3001Azure\u3067\u306fAI\u304c\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u4e2d\u6838\u3068\u306a\u308a\u3001AI\u3060\u3051\u3067\u306f\u306a\u304f\u306a\u308a\u307e\u3059\u3002\u3064\u307e\u308a\u3001\u63a8\u8ad6\u3092\u591a\u7528\u3059\u308b\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u5834\u5408\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u3082\u591a\u7528\u3057\u307e\u3059\u3057\u3001GPU\u306b\u3088\u308b\u63a8\u8ad6\u4ee5\u5916\u306e\u8a08\u7b97\u3082\u591a\u7528\u3059\u308b\u3053\u3068\u306b\u306a\u308b\u308f\u3051\u3067\u3059\u3002\u3044\u305a\u308c\u306f\u3001\u3042\u3089\u3086\u308b\u30a2\u30d7\u30ea\u304cAI\u30a2\u30d7\u30ea\u306b\u306a\u308b\u3068\u601d\u3044\u307e\u3059\u3002<\/p>\n<p>\u305d\u308c\u304c\u3001\u3053\u306e\u5909\u9769\u306b\u3064\u3044\u3066\u8003\u3048\u308b\u6700\u826f\u306e\u65b9\u6cd5\u3060\u3068\u601d\u3044\u307e\u3059\u3002\u5927\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u306b\u3064\u3044\u3066\u3001\u305d\u306e\u8ecc\u9053\u306b\u5909\u5316\u304c\u3042\u308b\u304b\u3069\u3046\u304b\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u304c\u3001\u3069\u306e\u5927\u4f01\u696d\u306e\u304a\u5ba2\u69d8\u3082\u3001\u73fe\u5728\u30b9\u30b1\u30fc\u30eb\u30a2\u30c3\u30d7\u3057\u3066\u3044\u308b\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u6700\u9069\u5316\u3057\u3001\u7bc0\u7d04\u3057\u305f\u8cc7\u91d1\u306e\u4e00\u90e8\u3092\u65b0\u3057\u3044\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30b9\u30c8\u30c3\u30af\u306b\u6295\u5165\u3057\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u3001\u3068\u3044\u3046\u89e3\u8aac\u3092\u5f15\u7528\u3057\u305f\u3044\u3068\u601d\u3044\u307e\u3059\u3002\u3053\u308c\u304c\u5927\u4f01\u696d\u306e\u5178\u578b\u7684\u306a\u30d1\u30bf\u30fc\u30f3\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u3068\u306f\u7570\u306a\u308bISV\u3082\u5b58\u5728\u3057\u307e\u3059\u3002ISV\u304c\u6700\u9069\u5316\u3059\u308b\u5834\u5408\u3001\u5f7c\u3089\u306f\u6700\u9069\u5316\u3057\u3001\u300c\u6280\u8853\u7684\u306a\u96e3\u3057\u3055\u300d\u306f\u4f55\u304b\u3068\u8a00\u3044\u307e\u3059\u3002<\/p>\n<p>\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<p>\u7686\u3055\u3093\u3001\u30b9\u30bf\u30f3\u30d0\u30a4\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n<p>\u30d6\u30ec\u30c3\u30c8\u30fb\u30a2\u30a4\u30d0\u30fc\u30bb\u30f3 &#8212; \u30a4\u30f3\u30d9\u30b9\u30bf\u30fc\u30ea\u30ec\u30fc\u30b7\u30e7\u30f3\u30ba\u62c5\u5f53\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8<\/p>\n<p>\u4ee5\u4e0a\u3067\u3001\u672c\u65e5\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u8cea\u7591\u5fdc\u7b54\u306f\u7d42\u4e86\u3067\u3059\u3002\u672c\u65e5\u306f\u3054\u53c2\u52a0\u3044\u305f\u3060\u304d\u3042\u308a\u304c\u3068\u3046\u3054\u3056\u3044\u307e\u3057\u305f\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>\u4ee5\u4e0a\u3067\u3059\u3002\u4ed6\u306e\u7ffb\u8a33\u5e0c\u671b\u3084\u3054\u611f\u60f3\u3092\u3044\u305f\u3060\u3051\u308b\u3068\u5b09\u3057\u3044\u3067\u3059\u3002<\/p>\n<p>\uff0a\u8aa4\u8a33\u306a\u3069\u304c\u3042\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3067\u306e\u53c2\u8003\u7a0b\u5ea6\u306b\u3057\u3066\u3044\u305f\u3060\u304d\u6295\u8cc7\u306f\u81ea\u5df1\u5224\u65ad\u3067\u304a\u9858\u3044\u3057\u307e\u3059\u3002<\/p>\n<p>\u30d6\u30ed\u30b0\u904b\u55b6\u306e\u52b1\u307f\u306b\u306a\u308a\u307e\u3059\u306e\u3067\u3001\u304a\u624b\u6570\u3067\u3059\u304c\u3001\u5fdc\u63f4\u306e\uff11\u65e5\uff11\u30af\u30ea\u30c3\u30af\u3092\u3088\u308d\u3057\u304f\u304a\u9858\u3044\u81f4\u3057\u307e\u3059\u3002<\/p>\n<p>\u2193\u2193\uff1c\u5fdc\u63f4\u30af\u30ea\u30c3\u30af\u304a\u9858\u3044\u3057\u307e\u3059\uff1e<\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/stockinfo\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u682a\u5f0f\u6295\u8cc7\u60c5\u5831\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/stockinfo\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/americastock\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u7c73\u56fd\u682a\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/americastock\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n<p><a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/b.blogmura.com\/stock\/tenbagger\/88_31.gif\" alt=\"\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751 \u682a\u30d6\u30ed\u30b0 \u30c6\u30f3\u30d0\u30ac\u30fc\u3078\" width=\"88\" height=\"31\" border=\"0\"><\/a><br \/>\n<a href=\"https:\/\/stock.blogmura.com\/tenbagger\/ranking\/in?p_cid=11122923\" target=\"_blank\" rel=\"noopener\">\u306b\u307b\u3093\u30d6\u30ed\u30b0\u6751<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002 \u58f2\u308a\u4e0a\u3052\u30fbEPS\u306f\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3068\u307b\u307c\u540c\u3058\u3067\u3057\u305f\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u60aa\u3044\u3067\u3059\u306d\u3002\u70ba\u66ff\u306e\u5f71\u97ff\u3067\u7d042\uff05\u306e\u58f2\u4e0a\u5897\u3068\u5f71\u97ff\u304c\u5927\u304d\u304b\u3063\u305f\u3067\u304c\u70ba\u66ff\u3092\u8003\u616e\u3057\u3066\u3082\u6210\u9577\u306e\u920d &#8230; <\/p>\n","protected":false},"author":1,"featured_media":1048,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[72],"tags":[508,614,507,105,83],"class_list":{"0":"post-2295","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-72","8":"tag-microsoft","9":"tag-msft","10":"tag-507","11":"tag-105","12":"tag-83"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a &#8211; \u682a\u5f0f\u6295\u8cc7\u30921up\u3059\u308b\u30d6\u30ed\u30b0<\/title>\n<meta name=\"description\" content=\"\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 (MSFT)2023\u5e74\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u306e\u65e5\u672c\u8a9e\u8a33\u3067\u3059\u3002\u58f2\u308a\u4e0a\u3052\u30fbEPS\u306f\u30b3\u30f3\u30bb\u30f3\u30b5\u30b9\u3068\u307b\u307c\u540c\u3058\u3067\u3057\u305f\u304c\u30ac\u30a4\u30c0\u30f3\u30b9\u304c\u60aa\u3044\u3067\u3059\u306d\u3002\u70ba\u66ff\u306e\u5f71\u97ff\u3067\u7d042\uff05\u306e\u58f2\u4e0a\u5897\u3068\u5f71\u97ff\u304c\u5927\u304d\u304b\u3063\u305f\u3067\u304c\u70ba\u66ff\u3092\u8003\u616e\u3057\u3066\u3082\u6210\u9577\u306e\u920d\u5316\u304c\u6c17\u306b\u306a\u308a\u307e\u3059\u3002\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/1up-life.blog\/?p=2295\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8 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