{"id":63948,"date":"2026-06-01T00:00:10","date_gmt":"2026-05-31T16:00:10","guid":{"rendered":"https:\/\/naipnews.naipo.com\/?p=63948"},"modified":"2026-05-29T14:08:27","modified_gmt":"2026-05-29T06:08:27","slug":"ai%e3%83%96%e3%83%bc%e3%83%a0%e4%b8%8b%e3%81%ae%e9%9b%bb%e5%8a%9b%e4%b8%8d%e8%b6%b3%ef%bc%9a%e9%80%81%e9%9b%bb%e7%b6%b2%e8%a8%ad%e5%82%99%e3%81%af%e3%81%84%e3%81%8b%e3%81%ab%e3%81%97%e3%81%a6%e6%96%b0","status":"publish","type":"post","link":"https:\/\/naipnews.naipo.com\/ja\/63948\/","title":{"rendered":"AI\u30d6\u30fc\u30e0\u4e0b\u306e\u96fb\u529b\u4e0d\u8db3\uff1a\u9001\u96fb\u7db2\u8a2d\u5099\u306f\u3044\u304b\u306b\u3057\u3066\u65b0\u305f\u306a\u6226\u7565\u7684\u8cc7\u7523\u3068\u306a\u308b\u304b"},"content":{"rendered":"<figure id=\"attachment_47159\" aria-describedby=\"caption-attachment-47159\" style=\"width: 2560px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-47159 size-full\" 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Group<\/figcaption><\/figure>\n<blockquote><p>\u4e16\u754c\u7684\u306a\u4eba\u5de5\u77e5\u80fd\u7af6\u4e89\u306e\u52dd\u6557\u306e\u5206\u5c90\u70b9\u306f\u3001\u30c1\u30c3\u30d7\u306e\u7d0d\u671f\u304b\u3089\u96fb\u529b\u304a\u3088\u3073\u9001\u96fb\u7db2\u30a4\u30f3\u30d5\u30e9\u3078\u3068\u6b63\u5f0f\u306b\u79fb\u884c\u3057\u305f\u3002\u8d85\u5de8\u5927\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u9700\u8981\u304c\u500d\u6570\u7684\u306b\u6025\u5897\u3059\u308b\u306b\u4f34\u3044\u3001\u96fb\u529b\u306f\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3084\u30a2\u30de\u30be\u30f3\u306a\u3069\u306e\u5927\u624b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u306e\u6570\u5343\u5104\u30c9\u30eb\u306b\u4e0a\u308b\u8a2d\u5099\u6295\u8cc7\u306e\u4e2d\u6838\u306b\u8e8d\u308a\u51fa\u305f\u3060\u3051\u3067\u306a\u304f\u3001\u5909\u5727\u5668\u306a\u3069\u306e\u91cd\u8981\u306a\u8a2d\u5099\u304c\u6df1\u523b\u306a\u4e0d\u8db3\u3068\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3053\u3068\u3067\u3001\u7c73\u56fd\u306e\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u30ec\u30d9\u30eb\u306e\u6226\u7565\u7684\u5e03\u77f3\u3092\u5f15\u304d\u8d77\u3053\u3057\u3066\u3044\u308b\u3002AI\u6642\u4ee3\u306b\u304a\u3044\u3066\u3001\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\uff08\u7b97\u529b\uff09\u306f\u56fd\u529b\u306b\u7b49\u3057\u304f\u3001\u305d\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u3092\u78ba\u4fdd\u3059\u308b\u524d\u63d0\u3068\u306a\u308b\u306e\u306f\u3001\u5f37\u976d\u3067\u9014\u5207\u308c\u308b\u3053\u3068\u306e\u306a\u3044\u9001\u96fb\u7db2\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u6301\u3064\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u3092\u539f\u52d5\u529b\u3068\u3059\u308b\u30a8\u30cd\u30eb\u30ae\u30fc\u4e89\u596a\u6226\u306f\u3001\u73fe\u5728\u3001\u4e16\u754c\u306e\u96fb\u529b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u6226\u7565\u7684\u5730\u4f4d\u3092\u518d\u69cb\u7bc9\u3057\u3064\u3064\u3042\u308b\u3002<\/p><\/blockquote>\n<div 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Dynamics\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u30012022\u5e74\u306e\u4e16\u754c\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u6d88\u8cbb\u91cf\u306f\u7d04460\u30c6\u30e9\u30ef\u30c3\u30c8\u6642\uff08TWh\uff09\u3067\u3042\u3063\u305f\u304c\u30012026\u5e74\u306b\u306f\u6700\u5927\u30671050TWh\u3092\u7a81\u7834\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b<a href=\"#_ftn1\" name=\"_ftnref1\">[1]<\/a>\u3002\u4eba\u5de5\u77e5\u80fd\u3068\u9ad8\u6027\u80fd\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u6210\u9577\u30b9\u30d4\u30fc\u30c9\u306f\u96fb\u529b\u30b7\u30b9\u30c6\u30e0\u306e\u9069\u5fdc\u80fd\u529b\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u3066\u304a\u308a\u3001\u300c\u96fb\u529b\u304c\u306a\u3051\u308c\u3070\u8a71\u306b\u306a\u3089\u306a\u3044\u300d\u3068\u3044\u3046\u306e\u304c\u4eca\u65e5\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u958b\u767a\u306e\u9244\u5247\u3068\u306a\u3063\u3066\u3044\u308b\u3002<\/p>\n<p>\u540c\u6642\u306b\u3001JLL\uff08\u30b8\u30e7\u30fc\u30f3\u30ba \u30e9\u30f3\u30b0 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href=\"#_ftn2\" name=\"_ftnref2\">[2]<\/a>\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%A4%89%E5%9C%A7%E5%99%A8%E3%81%AE%E5%93%81%E8%96%84%E3%81%A8%E9%80%81%E9%9B%BB%E7%B6%B2%E3%81%B8%E3%81%AE%E6%8E%A5%E7%B6%9A%E6%B8%8B%E6%BB%9E\"><\/span><strong>\u5909\u5727\u5668\u306e\u54c1\u8584\u3068\u9001\u96fb\u7db2\u3078\u306e\u63a5\u7d9a\u6e0b\u6ede<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u3053\u306e\u5371\u6a5f\u306e\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u306e\u672c\u8cea\u306f\u3001\u30a4\u30f3\u30d5\u30e9\u5efa\u8a2d\u304c\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u53cd\u5fa9\u30b9\u30d4\u30fc\u30c9\u306b\u8ffd\u3044\u3064\u3044\u3066\u3044\u306a\u3044\u3053\u3068\u306b\u3042\u308b\u3002\u30d9\u30f3\u30c1\u30e3\u30fc\u30ad\u30e3\u30d4\u30bf\u30eb\u306eBessemer<br \/>\nVenture Partners\u306e\u5831\u544a\u66f8\u306f\u73fe\u5b9f\u306e\u6b8b\u9177\u3055\u3092\u6307\u6458\u3057\u3066\u3044\u308b\uff1a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u7269\u7406\u7684\u306a\u5efa\u7269\u306e\u5b8c\u6210\u306b\u306f\u308f\u305a\u304b12\u301c18\u30f6\u6708\u3057\u304b\u304b\u304b\u3089\u306a\u3044\u304c\u3001\u3053\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3092\u65e2\u5b58\u306e\u9001\u96fb\u7db2\u306b\u7121\u4e8b\u306b\u63a5\u7d9a\u3055\u305b\u308b\u306b\u306f\u30015\u301c7\u5e74\u3082\u82e6\u3057\u3044\u601d\u3044\u3092\u3057\u3066\u5f85\u305f\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u306e\u3088\u3046\u306a\u6642\u9593\u8ef8\u4e0a\u306e\u5de8\u5927\u306a\u30ae\u30e3\u30c3\u30d7\u304c\u3001\u73fe\u5728\u3001\u65b0\u898f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e4\u5206\u306e1\u4ee5\u4e0a\u304c\u96fb\u529b\u554f\u984c\u306e\u305f\u3081\u306b\u9045\u5ef6\u3092\u4f59\u5100\u306a\u304f\u3055\u308c\u308b\u4e8b\u614b\u3092\u62db\u3044\u3066\u3044\u308b\u3002\u7c73\u56fd\u306e\u8907\u6570\u306e\u5730\u57df\u9001\u96fb\u7db2\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f2026\u5e74\u521d\u982d\u306e\u5831\u544a\u66f8\u306e\u4e2d\u3067\u3001\u5927\u898f\u6a21\u306a\u8ca0\u8377\u306e\u9001\u96fb\u7db2\u63a5\u7d9a\u5f85\u3061\u306e\u5217\u304c\u6307\u6570\u95a2\u6570\u7684\u306b\u6025\u5897\u3057\u3066\u3044\u308b\u3068\u7686\u4e00\u69d8\u306b\u8b66\u544a\u3092\u767a\u3057\u3066\u3044\u308b<a href=\"#_ftn3\" name=\"_ftnref6\">[3]<\/a>\u3002\u30c6\u30ad\u30b5\u30b9\u5dde\u3068\u7c73\u56fd\u4e2d\u897f\u90e8\u3060\u3051\u3067\u3082\u3001\u9001\u96fb\u7db2\u63a5\u7d9a\u3092\u5f85\u3064\u8d85\u5de8\u5927\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5bb9\u91cf\u306f2030\u5e74\u306b173GW\u306b\u6025\u4e0a\u6607\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u73fe\u5728\u306e\u9001\u96fb\u7db2\u306e\u8ca0\u8377\u9650\u754c\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u3066\u3044\u308b\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u3044\u304f\u3089\u767a\u96fb\u91cf\u304c\u5341\u5206\u3067\u3042\u3063\u3066\u3082\u3001\u9ad8\u5727\u96fb\u529b\u3092\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3067\u4f7f\u7528\u53ef\u80fd\u306a\u96fb\u5727\u306b\u5909\u63db\u3059\u308b\u300c\u5909\u5727\u5668\u300d\u304c\u4e00\u65e6\u4e0d\u8db3\u3059\u308c\u3070\u3001\u3059\u3079\u3066\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u306e\u9032\u6357\u306f\u77ac\u6642\u306b\u505c\u6b62\u3057\u3066\u3057\u307e\u3046\u3002\u5909\u5727\u5668\u306e\u7af6\u4e89\u306f\u73fe\u5728\u3059\u3067\u306b\u767d\u71b1\u5316\u306e\u6bb5\u968e\u306b\u5165\u3063\u3066\u304a\u308a\u3001\u9577\u3044\u7d0d\u671f\u304c\u96fb\u529b\u5de5\u4e8b\u306e\u9032\u6357\u3068AI\u30a4\u30f3\u30d5\u30e9\u306e\u767a\u5c55\u3092\u5de6\u53f3\u3057\u3066\u3044\u308b\u3002Wood Mackenzie\u304c\u767a\u8868\u3057\u305f\u5831\u544a\u66f8\u306b\u3088\u308b\u3068\u30012019\u5e74\u304b\u30892025\u5e74\u306b\u304b\u3051\u3066\u3001\u7c73\u56fd\u306e\u767a\u96fb\u6a5f\u6607\u5727\u5909\u5727\u5668\uff08GSU\uff09\u306e\u9700\u8981\u306f274%\u6210\u9577\u3057\u3001\u96fb\u529b\u7528\u5909\u5727\u5668\u306e\u9700\u8981\u306f116%\u5897\u52a0\u3057\u305f\u3002\u3053\u306e2\u7a2e\u985e\u306e\u5909\u5727\u5668\u306e\u4f9b\u7d66\u4e0d\u8db3\u7387\u306f\u305d\u308c\u305e\u308c6%\u306830%\u3067\u3042\u308b<a href=\"#_ftn4\" name=\"_ftnref4\">[4]<\/a>\u3002\u904e\u53bb\u306b\u306f\u7d0d\u671f\u304c\u7d0450\u9031\u306b\u904e\u304e\u306a\u304b\u3063\u305f\u5927\u578b\u96fb\u529b\u7528\u5909\u5727\u5668\u304c\u3001\u73fe\u5728\u3067\u306f\u5e73\u5747\u7d0d\u671f\u304c120\u9031\u4ee5\u4e0a\u306b\u5927\u5e45\u306b\u5ef6\u3073\u3066\u304a\u308a\u3001\u4e00\u90e8\u306e\u30cf\u30a4\u30b9\u30da\u30c3\u30af\u306a\u8a2d\u5099\u306e\u5f85\u3061\u6642\u9593\u306f\u6570\u5e74\u306b\u53ca\u3076\u3068\u3055\u3048\u898b\u3089\u308c\u3066\u3044\u308b<a href=\"#_ftn5\" name=\"_ftnref5\">[5]<\/a>\u3002\u5e02\u5834\u306e\u4e0d\u5747\u8861\u306b\u3088\u308a\u3001\u5927\u591a\u6570\u306e\u5909\u5727\u5668\u306e\u7d0d\u671f\u3068\u4fa1\u683c\u304c\u5927\u5e45\u306b\u4e0a\u6607\u3057\u3001\u7c73\u56fd\u306e\u96fb\u529b\u7528\u5909\u5727\u5668\u306e\u30d0\u30a4\u30e4\u30fc\u304c\u8f38\u5165\u54c1\u3084\u5de5\u5834\u306e\u751f\u7523\u67a0\u3092\u596a\u3044\u5408\u3046\u3088\u3046\u306b\u7af6\u3044\u5408\u3063\u3066\u304a\u308a\u3001\u6570\u767e\u5104\u30c9\u30eb\u898f\u6a21\u306eAI\u30a4\u30f3\u30d5\u30e9\u306e\u5c55\u958b\u304c\u6700\u5f8c\u306e1\u30de\u30a4\u30eb\u3067\u9813\u632b\u3059\u308b\u3053\u3068\u3092\u6df1\u304f\u6050\u308c\u3066\u3044\u308b\u3002<\/p>\n<p>\u7c73\u56fd\u653f\u5e9c\u3082\u3001\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u304a\u3088\u3073\u4e16\u754c\u306e\u4eba\u5de5\u77e5\u80fd\u7af6\u4e89\u306b\u304a\u3051\u308b\u7c73\u56fd\u306e\u91cd\u8981\u306a\u5730\u4f4d\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5efa\u8a2d\u304c\u3044\u304b\u306b\u91cd\u8981\u3067\u3042\u308b\u304b\u3092\u8a8d\u8b58\u3057\u3066\u3044\u308b\u3002\u305d\u306e\u305f\u30812026\u5e744\u6708\u3001\u7c73\u56fd\u306e\u30c8\u30e9\u30f3\u30d7\u5927\u7d71\u9818\u306f\u300c\u56fd\u9632\u751f\u7523\u6cd5\u300d\u7b2c303\u6761\u3092\u63f4\u7528\u3057\u3001\u5927\u898f\u6a21\u306a\u9001\u96fb\u7db2\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u3092\u56fd\u9632\u4e0a\u306e\u5fc5\u9700\u54c1\u3068\u3057\u3066\u6b63\u5f0f\u306b\u6307\u5b9a\u3057\u3001\u540c\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u91cd\u8981\u306a\u69cb\u6210\u8981\u7d20\u306e\u56fd\u5185\u4f9b\u7d66\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b\u7dca\u6025\u9023\u90a6\u8cc7\u91d1\u3092\u4f7f\u7528\u3059\u308b\u3053\u3068\u3092\u627f\u8a8d\u3057\u305f<a href=\"#_ftn6\" name=\"_ftnref3\">[6]<\/a>\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E9%80%81%E9%9B%BB%E7%B6%B2%E3%81%AE%E3%82%A2%E3%83%83%E3%83%97%E3%82%B0%E3%83%AC%E3%83%BC%E3%83%89%E3%81%AF%E4%B8%AD%E5%9B%BD%E7%B3%BB%E3%82%B5%E3%83%97%E3%83%A9%E3%82%A4%E3%83%81%E3%82%A7%E3%83%BC%E3%83%B3%E3%81%A8%E6%83%85%E5%A0%B1%E3%82%BB%E3%82%AD%E3%83%A5%E3%83%AA%E3%83%86%E3%82%A3%E3%81%AE%E8%AA%B2%E9%A1%8C%E3%81%AB%E7%9B%B4%E9%9D%A2\"><\/span><strong>\u9001\u96fb\u7db2\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306f\u4e2d\u56fd\u7cfb\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3068\u60c5\u5831\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306e\u8ab2\u984c\u306b\u76f4\u9762<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u7c73\u56fd\u306b\u306f\u8d85\u9ad8\u5727\u5909\u5727\u5668\u306e\u56fd\u5185\u88fd\u9020\u80fd\u529b\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u4e00\u65b9\u3067\u3001\u4e16\u754c\u306e\u91cd\u8981\u306a\u9001\u96fb\u7db2\u90e8\u54c1\u306e\u751f\u7523\u80fd\u529b\u306e\u6700\u59277\u5272\u304b\u30899\u5272\u304c\u4e2d\u56fd\u306e\u624b\u306b\u9ad8\u5ea6\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u305f\u3081<a href=\"#_ftn7\" name=\"_ftnref7\">[7]<\/a>\u3001\u4e16\u754c\u306e\u5730\u653f\u5b66\u7684\u306a\u99c6\u3051\u5f15\u304d\u3068\u95a2\u7a0e\u969c\u58c1\u306e\u631f\u6483\u306e\u4e0b\u3067\u3001\u7c73\u56fd\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5de8\u4eba\u306f\u30b5\u30fc\u30d0\u30fc\u306e\u751f\u7523\u30e9\u30a4\u30f3\u3092\u7a4d\u6975\u7684\u306b\u30a2\u30b8\u30a2\u304b\u3089\u79fb\u8ee2\u3055\u305b\u3066\u3044\u308b\u3082\u306e\u306e\u3001\u6700\u3082\u4e2d\u6838\u3068\u306a\u308b\u96fb\u529b\u4f1d\u9001\u8a2d\u5099\u306b\u304a\u3044\u3066\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u6975\u3081\u3066\u8106\u5f31\u3067\u3042\u308b\u3068\u3044\u3046\u30b8\u30ec\u30f3\u30de\u306b\u76f4\u9762\u3057\u3066\u3044\u308b\u3002<\/p>\n<p>AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u3082\u305f\u3089\u3059\u81a8\u5927\u306a\u96fb\u529b\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u7c73\u56fd\u306f\u73fe\u5728\u3001\u9001\u96fb\u7db2\u306e\u62e1\u5f35\u3068\u8fd1\u4ee3\u5316\u5de5\u4e8b\u3092\u5168\u9762\u7684\u306b\u5c55\u958b\u3057\u3066\u3044\u308b\u3002\u9023\u90a6\u304a\u3088\u3073\u5dde\u653f\u5e9c\u306e\u8a08\u753b\u306e\u652f\u63f4\u306e\u4e0b\u3001\u7c73\u56fd\u306e\u516c\u76ca\u4e8b\u696d\u306f\u3001\u9ad8\u5ea6\u30e1\u30fc\u30bf\u30fc\u30a4\u30f3\u30d5\u30e9\uff08AMI\uff09\u3001AI\u5206\u6790\u30b7\u30b9\u30c6\u30e0\u3001\u84c4\u96fb\u6c60\u30b7\u30b9\u30c6\u30e0\uff08BESS\uff09\u3001\u304a\u3088\u3073\u5206\u6563\u578b\u30a8\u30cd\u30eb\u30ae\u30fc\u8cc7\u6e90\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\uff08DERMS\uff09\u3092\u7a4d\u6975\u7684\u306b\u5c0e\u5165\u3057\u3066\u3044\u308b\u3002\u3053\u308c\u3089\u306e\u30c7\u30b8\u30bf\u30eb\u5316\u6280\u8853\u306f\u3001\u5f93\u6765\u306e\u5358\u65b9\u5411\u306e\u9001\u96fb\u30b7\u30b9\u30c6\u30e0\u3092\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u3067\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u306a\u53cd\u5fdc\u80fd\u529b\u3092\u5099\u3048\u305f\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u3078\u3068\u8ee2\u63db\u3055\u305b\u3001\u30ea\u30bd\u30fc\u30b9\u3092\u3088\u308a\u52b9\u679c\u7684\u306b\u7ba1\u7406\u3067\u304d\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u9ad8\u5ea6\u306aAI\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u306b\u5fc5\u8981\u3068\u3055\u308c\u308b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u6025\u901f\u306a\u62e1\u5f35\u306e\u305f\u3081\u306e\u96fb\u529b\u57fa\u76e4\u3092\u63d0\u4f9b\u3059\u308b\u3002<\/p>\n<p>\u3057\u304b\u3057\u3001\u9001\u96fb\u7db2\u306e\u30c7\u30b8\u30bf\u30eb\u5316\u306f\u52b9\u7387\u3092\u3082\u305f\u3089\u3059\u4e00\u65b9\u3067\u3001\u65b0\u305f\u306a\u30c7\u30b8\u30bf\u30eb\u30ea\u30b9\u30af\u3082\u3082\u305f\u3089\u3059\u3002\u6a5f\u5668\u5185\u306e\u6697\u53f7\u5316\u3055\u308c\u3066\u3044\u306a\u3044\u901a\u4fe1\u30d7\u30ed\u30c8\u30b3\u30eb\u3068\u5e38\u99d0\u3059\u308b\u30ea\u30e2\u30fc\u30c8\u30a2\u30af\u30bb\u30b9\u6a5f\u80fd\u306f\u3001\u30cf\u30c3\u30ab\u30fc\u304c\u8a2d\u5b9a\u3092\u6539\u3056\u3093\u3057\u305f\u308a\u3001\u30b5\u30fc\u30d3\u30b9\u3092\u4e2d\u65ad\u3055\u305b\u305f\u308a\u3001\u30a8\u30e9\u30fc\u30c7\u30fc\u30bf\u3092\u6ce8\u5165\u3057\u305f\u308a\u3059\u308b\u8106\u5f31\u6027\u306b\u6975\u3081\u3066\u306a\u308a\u3084\u3059\u3044\u3002\u6ce3\u304d\u3063\u9762\u306b\u8702\u306a\u3053\u3068\u306b\u3001\u91cd\u8981\u306a\u9001\u96fb\u7db2\u8a2d\u5099\u306e\u6700\u592770%\u304b\u308990%\u304c\u4e2d\u56fd\u306e\u30e1\u30fc\u30ab\u30fc\u306b\u3088\u3063\u3066\u751f\u7523\u3055\u308c\u3066\u3044\u308b\u3002\u7c73\u56fd\u306b\u306f\u8d85\u9ad8\u5727\u5909\u5727\u5668\u306a\u3069\u306e\u91cd\u8981\u306a\u8cc7\u7523\u306e\u88fd\u9020\u80fd\u529b\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u7c73\u56fd\u306f\u9001\u96fb\u7db2\u306e\u30c7\u30b8\u30bf\u30eb\u30c8\u30e9\u30f3\u30b9\u30d5\u30a9\u30fc\u30e1\u30fc\u30b7\u30e7\u30f3\u3092\u63a8\u9032\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u53b3\u3057\u3044\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u56fd\u5bb6\u5b89\u5168\u4fdd\u969c\u306e\u8ab2\u984c\u306b\u76f4\u9762\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3053\u306e\u30ea\u30b9\u30af\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u3001\u7c73\u9023\u90a6\u653f\u5e9c\u306f\u6700\u8fd1\u3001\u300c\u61f8\u5ff5\u3055\u308c\u308b\u5916\u56fd\u4e8b\u696d\u4f53\uff08Foreign Entity of Concern\u3001FEOC\uff09\u300d\u306e\u5236\u9650\u3092\u5236\u5b9a\u3059\u308b\u7acb\u6cd5\u3092\u884c\u3044\u3001\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u7a0e\u984d\u63a7\u9664\u3092\u53d7\u3051\u308b\u305f\u3081\u306b\u306f\u975eFEOC\u306e\u90e8\u54c1\u304c\u4e00\u5b9a\u306e\u5272\u5408\u306e\u57fa\u6e96\u306b\u9054\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3068\u8981\u6c42\u3057\u305f\u3002\u3053\u308c\u306f\u516c\u76ca\u4e8b\u696d\u3092\u30b8\u30ec\u30f3\u30de\u306b\u9665\u308c\u3066\u3044\u308b\u3002\u4e00\u65b9\u3067\u306f\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u6025\u5897\u3059\u308b\u96fb\u529b\u9700\u8981\u3092\u6e80\u305f\u3059\u305f\u3081\u306b\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u3092\u8fc5\u901f\u306b\u62e1\u5f35\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u305a\u3001\u4ed6\u65b9\u3067\u306f\u5b9f\u884c\u53ef\u80fd\u306a\u4ee3\u66ff\u90e8\u54c1\u304c\u4e0d\u8db3\u3057\u3066\u3044\u308b\u72b6\u6cc1\u4e0b\u3067\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u62e1\u5927\u3057\u3001\u304b\u3064\u53b3\u683c\u306a\u60c5\u5831\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u6cd5\u898f\u5236\u306e\u8981\u4ef6\u3092\u6e80\u305f\u3059\u3088\u3046\u52aa\u529b\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u306e\u3067\u3042\u308b\u3002<\/p>\n<p>\u6025\u5897\u3059\u308b\u5909\u5727\u5668\u306e\u9700\u8981\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u3001\u7c73\u56fd\u306e\u4e3b\u8981\u306a\u9001\u96fb\u7db2\u8a2d\u5099\u30e1\u30fc\u30ab\u30fc\u306f\u73fe\u5728\u3001\u751f\u7523\u80fd\u529b\u306e\u5411\u4e0a\u3092\u56f3\u3063\u3066\u3044\u308b\u3002\u65e5\u7acb\u30a8\u30ca\u30b8\u30fc\uff08Hitachi<br \/>\nEnergy\uff09\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u3001\u5c11\u306a\u304f\u3068\u3082\u4eca\u5f8c10\u5e74\u9593\u3001\u7c73\u56fd\u306e\u9001\u96fb\u7db2\u30a4\u30f3\u30d5\u30e9\u306b\u5bfe\u3059\u308b\u9700\u8981\u306f\u6210\u9577\u3057\u7d9a\u3051\u308b\u3002\u65e5\u7acb\u30a8\u30ca\u30b8\u30fc\u306f10\u5104\u30c9\u30eb\u4ee5\u4e0a\u3092\u6295\u8cc7\u3057\u3066\u30b5\u30a6\u30b9\u30dc\u30b9\u30c8\u30f3\u306b\u65b0\u5de5\u5834\u3092\u8a2d\u7acb\u3057\u30012028\u5e74\u306b\u751f\u7523\u3092\u958b\u59cb\u3059\u308b\u4e88\u5b9a\u3067\u3042\u308a\u3001\u3055\u3089\u306b\u30c6\u30cd\u30b7\u30fc\u5dde\u30a2\u30e9\u30e2\u306b1\u5104600\u4e07\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u3066\u5909\u5727\u5668\u5de5\u5834\u3092\u5efa\u8a2d\u3059\u308b\u3068\u767a\u8868\u3057\u305f\u3002\u30b7\u30fc\u30e1\u30f3\u30b9\uff08Siemens\uff09\u30822026\u5e742\u6708\u306b\u3001\u4eca\u5e74\u751f\u7523\u3092\u958b\u59cb\u3059\u308b\u4e88\u5b9a\u306e\u30b7\u30e3\u30fc\u30ed\u30c3\u30c8\u306e\u65b0\u3057\u3044\u5909\u5727\u5668\u5de5\u5834\u3092\u542b\u3081\u3001\u30ce\u30fc\u30b9\u30ab\u30ed\u30e9\u30a4\u30ca\u5dde\u306e\u88fd\u9020\u5de5\u5834\u3078\u306e\u6295\u8cc7\u984d\u30921\u51045000\u4e07\u30c9\u30eb\u304b\u30894\u51042100\u4e07\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u305f<a href=\"#_ftn8\" name=\"_ftnref8\">[8]<\/a>\u3002<\/p>\n<p>\u5927\u578b\u9ad8\u5727\u5909\u5727\u5668\u306f\u6a19\u6e96\u5316\u3055\u308c\u305f\u96fb\u5b50\u88fd\u54c1\u3068\u306f\u7570\u306a\u308a\u3001\u5927\u578b\u5909\u5727\u56681\u57fa\u3054\u3068\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3055\u308c\u305f\u8a2d\u8a08\u304c\u6c42\u3081\u3089\u308c\u308b\u3053\u3068\u304c\u591a\u304f\u3001\u88fd\u9020\u30b5\u30a4\u30af\u30eb\u304c\u9577\u304f\u3001\u7279\u6b8a\u306a\u6750\u6599\u3068\u5c02\u9580\u7684\u306a\u88fd\u9020\u80fd\u529b\u306b\u9ad8\u5ea6\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u6025\u901f\u306a\u751f\u7523\u62e1\u5927\u306f\u6975\u3081\u3066\u56f0\u96e3\u3067\u3042\u308b\u3002\u3053\u308c\u306b\u52a0\u3048\u3066\u3001\u5404\u56fd\u304c\u540c\u6642\u306bAI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\u3001\u518d\u751f\u53ef\u80fd\u30a8\u30cd\u30eb\u30ae\u30fc\u3001\u9001\u96fb\u7db2\u306e\u66f4\u65b0\u3001\u7523\u696d\u306e\u96fb\u5316\u3092\u63a8\u9032\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u4e16\u754c\u306f\u73fe\u5728\u3001\u9001\u96fb\u7db2\u8a2d\u5099\u306e\u4e89\u596a\u6226\u306b\u7a81\u5165\u3057\u3066\u304a\u308a\u3001\u9001\u96fb\u7db2\u306e\u5efa\u8a2d\u306f\u3059\u3067\u306b\u56fd\u5bb6\u7af6\u4e89\u529b\u306e\u4e00\u90e8\u3068\u898b\u306a\u3055\u308c\u3066\u3044\u308b\u3002<\/p>\n<p>\u30de\u30c3\u30ad\u30f3\u30bc\u30fc\u30fb\u30a2\u30f3\u30c9\u30fb\u30ab\u30f3\u30d1\u30cb\u30fc\uff08McKinsey &amp; Company\uff09\u304c\u6700\u65b0\u306b\u767a\u8868\u3057\u305f2026\u5e74\u306e\u5831\u544a\u66f8\u306e\u4e88\u6e2c\u306b\u3088\u308b\u3068\u3001\u81a8\u5927\u306a\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u306e\u9700\u8981\u3092\u6e80\u305f\u3059\u305f\u3081\u3001\u4e16\u754c\u306f2030\u5e74\u307e\u3067\u306b\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u95a2\u9023\u306e\u6295\u8cc7\u306b\u6700\u59277\u5146\u30c9\u30eb\u3092\u6ce8\u304e\u8fbc\u3080\u5fc5\u8981\u304c\u3042\u308a\u3001\u305d\u306e\u5927\u90e8\u5206\u304c\u76f4\u63a5\u3001\u767a\u96fb\u3084\u51b7\u5374\u306a\u3069\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306b\u6d41\u308c\u308b\u3053\u3068\u306b\u306a\u308b<a href=\"#_ftn9\" name=\"_ftnref9\">[9]<\/a>\u3002\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u30d5\u30a1\u30f3\u30c9\u3084\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30a8\u30af\u30a4\u30c6\u30a3\u30d5\u30a1\u30f3\u30c9\u3082\u3001\u767a\u96fb\u6240\u3078\u306e\u76f4\u63a5\u6295\u8cc7\u3084\u30b0\u30ea\u30fc\u30f3\u30a8\u30cd\u30eb\u30ae\u30fc\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u306e\u5927\u898f\u6a21\u306aM&amp;A\u306b\u4e57\u308a\u51fa\u3057\u3066\u3044\u308b\u3002\u7c73\u56fd\u3067\u306f\u307e\u3059\u307e\u3059\u591a\u304f\u306e\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304c\u5b89\u5b9a\u3057\u305f\u96fb\u529b\u4f9b\u7d66\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001\u81ea\u793e\u3067\u306e\u767a\u96fb\u3068\u84c4\u96fb\u30b7\u30b9\u30c6\u30e0\u306e\u5efa\u8a2d\u3092\u691c\u8a0e\u3057\u59cb\u3081\u3066\u304a\u308a\u3001\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3001\u30a2\u30de\u30be\u30f3\u3001Meta\u3001Google\u306f\u6b21\u3005\u3068\u5de8\u984d\u306e\u8cc7\u91d1\u3092\u6295\u3058\u3066\u5f93\u6765\u306e\u539f\u5b50\u529b\u767a\u96fb\u6240\u306e\u751f\u7523\u80fd\u529b\u3092\u501f\u308a\u5207\u3063\u3066\u3044\u308b<a href=\"#_ftn10\" name=\"_ftnref10\">[10]<\/a>\u3002\u4f8b\u3048\u3070\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u306f\u7c73\u56fd\u306e\u30b3\u30f3\u30b9\u30c6\u30ec\u30fc\u30b7\u30e7\u30f3\u30fb\u30a8\u30ca\u30b8\u30fc\uff08Constellation<br \/>\nEnergy\uff09\u3068\u30b9\u30ea\u30fc\u30de\u30a4\u30eb\u5cf6\u539f\u5b50\u529b\u767a\u96fb\u6240\u306e\u539f\u5b50\u7089\u3092\u518d\u7a3c\u50cd\u3055\u305b\u308b\u9577\u671f\u5951\u7d04\u3092\u7de0\u7d50\u3057\u3001\u3055\u3089\u306b\u5c0f\u578b\u30e2\u30b8\u30e5\u30fc\u30eb\u7089\uff08SMR\uff09\u306e\u5546\u696d\u5316\u30d7\u30ed\u30bb\u30b9\u3092\u5168\u9762\u7684\u306b\u63a8\u9032\u3057\u3066\u3044\u308b\u3002Meta\u306f2026\u5e74\u521d\u982d\u306b\u4e00\u6c17\u306b6GW\u3092\u8d85\u3048\u308b\u539f\u5b50\u529b\u5354\u5b9a\u306b\u7f72\u540d\u3057\u305f\u3002\u305d\u3057\u3066\u30a2\u30de\u30be\u30f3\u306fX-energy\u306b\u6295\u8cc7\u3057\u3001\u5c06\u6765\u6700\u59275GW\u306eSMR\u306e\u5c0e\u5165\u76ee\u6a19\u3092\u30ed\u30c3\u30af\u30aa\u30f3\u3057\u3066\u3044\u308b\u30022026\u5e74\u521d\u982d\u306e\u6642\u70b9\u3067\u3001\u7c73\u56fd\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5de8\u4eba\u306f\u3059\u3067\u306b\u7d2f\u8a08\u3067\u6570\u767e\u5104\u30c9\u30eb\u76f8\u5f53\u306e\u539f\u5b50\u529b\u767a\u96fb\u6240\u306e\u6ce8\u6587\u306b\u7f72\u540d\u3057\u3066\u304a\u308a\u3001\u96fb\u529b\u8abf\u9054\u3092\u5358\u306a\u308b\u5de5\u5834\u7ba1\u7406\u306e\u30ec\u30d9\u30eb\u304b\u3089\u3001\u4f01\u696d\u306e\u53d6\u7de0\u5f79\u4f1a\u30ec\u30d9\u30eb\u306e\u6700\u9ad8\u6226\u7565\u7684\u610f\u601d\u6c7a\u5b9a\u3078\u3068\u76f4\u63a5\u5f15\u304d\u4e0a\u3052\u3066\u3044\u308b\u3002<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E6%AC%A1%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%94%E3%83%A5%E3%83%BC%E3%83%86%E3%82%A3%E3%83%B3%E3%82%B0%E3%83%91%E3%83%AF%E3%83%BC%E3%81%AE%E8%BB%8D%E6%8B%A1%E7%AB%B6%E4%BA%89%EF%BC%9A%E9%80%81%E9%9B%BB%E7%B6%B2%E6%88%A6%E4%BA%89\"><\/span><strong>\u6b21\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u306e\u8ecd\u62e1\u7af6\u4e89\uff1a\u9001\u96fb\u7db2\u6226\u4e89<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u8d85\u5de8\u5927\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c\u6b21\u3005\u3068\u72ec\u81ea\u306e\u30d7\u30ed\u30bb\u30c3\u30b5\u958b\u767a\u306b\u6295\u8cc7\u3059\u308b\u4e2d\u30012030\u5e74\u306b\u306f\u30ab\u30b9\u30bf\u30e0\u30c1\u30c3\u30d7\u304c15%\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u30cb\u30e5\u30fc\u30ed\u30e2\u30eb\u30d5\u30a3\u30c3\u30af\u30fb\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306a\u3069\u306e\u65b0\u8208\u6280\u8853\u3082\u30a4\u30f3\u30d5\u30e9\u9700\u8981\u3092\u4f4e\u6e1b\u3057\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u3092\u5411\u4e0a\u3055\u305b\u308b\u3053\u3068\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u308b<a href=\"#_ftn11\" name=\"_ftnref11\">[11]<\/a>\u3002\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30d1\u30ef\u30fc\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306e\u552f\u4e00\u306e\u524d\u63d0\u306f\u3001\u5f37\u976d\u3067\u9014\u5207\u308c\u308b\u3053\u3068\u306e\u306a\u3044\u9001\u96fb\u7db2\u306e\u30b5\u30dd\u30fc\u30c8\u3092\u6301\u3064\u3053\u3068\u3067\u3042\u308b\u3002<\/p>\n<p>\u904e\u53bb20\u5e74\u9593\u3001\u4e16\u754c\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u7af6\u4e89\u306e\u4e2d\u6838\u306f\u30c1\u30c3\u30d7\u6226\u4e89\u3067\u3042\u3063\u305f\u3002\u4eca\u5f8c10\u5e74\u9593\u306e\u7af6\u4e89\u306e\u4e2d\u6838\u306f\u30a8\u30cd\u30eb\u30ae\u30fc\u306e\u6d41\u52d5\u306b\u518d\u3073\u623b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3002AI\u306f\u3082\u306f\u3084\u5358\u306a\u308b\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u7523\u696d\u3067\u306f\u306a\u304f\u3001\u7269\u7406\u7684\u306a\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306b\u9ad8\u5ea6\u306b\u4f9d\u5b58\u3059\u308b\u91cd\u8cc7\u672c\u7523\u696d\u3067\u3042\u308a\u3001\u305d\u308c\u306f\u9001\u96fb\u7db2\u3001\u5909\u5727\u5668\u3001\u914d\u96fb\u8a2d\u5099\u3001\u84c4\u96fb\u3001\u96fb\u6e90\u7ba1\u7406\u304c\u3082\u306f\u3084\u4f1d\u7d71\u7684\u306a\u5de5\u696d\u3067\u306f\u306a\u304f\u3001\u65b0\u4e16\u4ee3\u306e\u6280\u8853\u7684\u30fb\u6226\u7565\u7684\u8cc7\u7523\u306b\u5909\u308f\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u3066\u3044\u308b\u3002\u591a\u56fd\u7c4d\u4f01\u696d\u3084\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5927\u624b\u306f\u3001\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306e\u91cd\u96fb\u8a2d\u5099\u3092\u6700\u9ad8\u30ec\u30d9\u30eb\u306e\u6226\u7565\u7269\u8cc7\u30ea\u30b9\u30c8\u306b\u7d44\u307f\u8fbc\u307e\u306a\u3051\u308c\u3070\u306a\u3089\u305a\u3001\u3055\u3089\u306b\u306f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u5b89\u5b9a\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u4e0a\u6d41\u306b\u307e\u3067\u8db3\u3092\u8e0f\u307f\u5165\u308c\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u4e16\u754c\u304c\u9001\u96fb\u7db2\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u6ce2\u3092\u5f15\u304d\u8d77\u3053\u3057\u59cb\u3081\u308b\u4e2d\u3001\u53f0\u6e7e\u306f\u5358\u306bAI\u6642\u4ee3\u306e\u30c1\u30c3\u30d7\u306e\u30cf\u30d6\u3067\u3042\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u540c\u6642\u306b\u6b21\u306e\u30e9\u30a6\u30f3\u30c9\u306e\u30a8\u30cd\u30eb\u30ae\u30fc\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u306e\u91cd\u8981\u306a\u4f9b\u7d66\u8005\u306b\u306a\u3089\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u305d\u3046\u3057\u3066\u3053\u305d\u3001\u53f0\u6e7e\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306fAI\u306e\u5468\u8fba\u304b\u3089AI\u306e\u4e2d\u6838\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u3078\u3068\u5411\u304b\u3046\u6a5f\u4f1a\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3042\u308b\u3002<\/p>\n<p><strong>\u53c2\u8003\u8cc7\u6599\uff1a<\/strong><\/p>\n<p><a href=\"#_ftnref1\" name=\"_ftn1\">[1]<\/a> 2026\/4\/22\uff0cAufait Technologies : <a href=\"https:\/\/aufaittechnologies.com\/blog\/data-center-power-constraints\/\" target=\"_blank\" rel=\"noopener\">How Data Center Power Constraints Are Reshaping CapEx Planning Strategies<\/a>.<\/p>\n<p><a href=\"#_ftnref2\" name=\"_ftn2\">[2]<\/a> 2026\/2\/12\uff0cThe Futurum Group: <a href=\"https:\/\/futurumgroup.com\/insights\/ai-capex-2026-the-690b-infrastructure-sprint\/\" target=\"_blank\" rel=\"noopener\">AI Capex 2026: The $690B Infrastructure Sprint<\/a>.<\/p>\n<p><a href=\"#_ftnref6\" name=\"_ftn3\">[3]<\/a> 2026\/5\/19\uff0cBessemer Venture Partners : <a href=\"https:\/\/www.bvp.com\/atlas\/roadmap-the-ai-data-center-stack\" target=\"_blank\" rel=\"noopener\">Roadmap: The AI data center stack<\/a>.<\/p>\n<p><a href=\"#_ftnref4\" name=\"_ftn4\">[4]<\/a> 2024\/8\/13\uff0cWood Mackenzie: <a href=\"https:\/\/www.woodmac.com\/news\/opinion\/transformer-troubles-manufacturing-and-policy-constraints-hit-us-transformer-supply\/\" target=\"_blank\" rel=\"noopener\">Transformer troubles: manufacturing and policy constraints hit US transformer supply<\/a>.<\/p>\n<p><a href=\"#_ftnref5\" name=\"_ftn5\">[5]<\/a> 2024\/4\/2\uff0cWood Mackenzie: <a href=\"https:\/\/www.woodmac.com\/news\/opinion\/supply-shortages-and-an-inflexible-market-give-rise-to-high-power-transformer-lead-times\/\" target=\"_blank\" rel=\"noopener\">Supply shortages and an<br \/>\ninflexible market give rise to high power transformer lead times<\/a>.<\/p>\n<p><a href=\"#_ftnref3\" name=\"_ftn6\">[6]<\/a> 2026\/2\/10\uff0cSPP: <a href=\"https:\/\/www.spp.org\/documents\/75954\/20260210_revisions%20to%20add%20the%20conditional%20high%20impact%20large%20load%20service_er26-1323-000.pdf\" target=\"_blank\" rel=\"noopener\">Southwest Power Pool<\/a>.<\/p>\n<p><a href=\"#_ftnref7\" name=\"_ftn7\">[7]<\/a> 2025\/11\uff0cINL : <a href=\"https:\/\/csdet.inl.gov\/content\/uploads\/45\/2026\/03\/Securing-the-Modern-Grid-Federal-Investments-Digitization-and-Supply-Chain-Strategy.pdf\" target=\"_blank\" rel=\"noopener\">Securing the Modern Grid:Federal Investments, Digitization, and Supply Chain Strategy<\/a>.<\/p>\n<p><a href=\"#_ftnref8\" name=\"_ftn8\">[8]<\/a> 2026\/5\/12\uff0cReuters: <a href=\"https:\/\/www.reuters.com\/business\/energy\/us-power-transformer-buyers-scramble-imports-factory-slots--reeii-2026-05-11\/\" target=\"_blank\" rel=\"noopener\">US power transformer buyers scramble for imports, factory slots<\/a>.<\/p>\n<p><a href=\"#_ftnref9\" name=\"_ftn9\">[9]<\/a> 2026\/3\/27\uff0cMcKinsey &amp; Company : <a href=\"https:\/\/www.mckinsey.com\/industries\/technology-media-and-telecommunications\/our-insights\/the-7-trillion-dollar-data-center-build-out-how-industrials-can-capture-their-share\" target=\"_blank\" rel=\"noopener\">The $7 trillion data center build-out: How industrials can capture their share<\/a>.<\/p>\n<p><a href=\"#_ftnref10\" name=\"_ftn10\">[10]<\/a> 2026\/4\/20\uff0c36Kr : <a href=\"https:\/\/eu.36kr.com\/en\/p\/3773456925377026\" target=\"_blank\" rel=\"noopener\">Reassessment of the value of nuclear power: From the power base load to the ultimate energy source for<br \/>\nAI<\/a>.<\/p>\n<p><a href=\"#_ftnref11\" name=\"_ftn11\">[11]<\/a> 2026\/1\/6\uff0cJLL :<a href=\"https:\/\/www.jll.com\/en-us\/newsroom\/global-data-center-sector-to-nearly-double-to-200gw-amid-ai-infrastructure-boom\" target=\"_blank\" rel=\"noopener\"> Global data center sector to nearly double to 200GW amid AI infrastructure boom<\/a>.<\/p>\n<p><strong>\u7de8\u96c6\u90e8\u304b\u3089\u306e\u6ce8\u8a18\uff1a\u672c\u6587\u306f\u4e2d\u56fd\u8a9e\u3067\u4f5c\u6210\u3055\u308c\u3001Google Gemini AI\u306b\u3088\u3063\u3066\u7ffb\u8a33\u3055\u308c\u307e\u3057\u305f\u3002\u7ffb\u8a33\u5185\u5bb9\u306b\u76f8\u9055\u304c\u3042\u308b\u5834\u5408\u306f\u3001\u539f\u6587\u3092\u512a\u5148\u3059\u308b\u3082\u306e\u3068\u3057\u307e\u3059\u3002\u539f\u6587\u306f\u3053\u3061\u3089\uff1a<a href=\"https:\/\/naipnews.naipo.com\/63281\/\" target=\"_blank\" rel=\"noopener\">AI\u71b1\u6f6e\u4e0b\u7684\u7f3a\u96fb\u6f6e\uff1a\u96fb\u7db2\u8a2d\u5099\u5982\u4f55\u8b8a\u6210\u65b0\u7684\u6230\u7565\u8cc7\u7522<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u4e16\u754c\u7684\u306a\u4eba\u5de5\u77e5\u80fd\u7af6\u4e89\u306e\u52dd\u6557\u306e\u5206\u5c90\u70b9\u306f\u3001\u30c1\u30c3\u30d7\u306e\u7d0d\u671f\u304b\u3089\u96fb\u529b\u304a\u3088\u3073\u9001\u96fb\u7db2\u30a4\u30f3\u30d5\u30e9\u3078\u3068\u6b63\u5f0f\u306b\u79fb\u884c\u3057\u305f\u3002\u8d85\u5de8\u5927\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u96fb\u529b\u9700\u8981\u304c\u500d\u6570\u7684\u306b\u6025\u5897\u3059\u308b\u306b\u4f34\u3044\u3001\u96fb\u529b\u306f\u30de\u30a4\u30af\u30ed\u30bd\u30d5\u30c8\u3084\u30a2\u30de\u30be\u30f3\u306a\u3069\u306e\u5927\u624b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u306e\u6570\u5343\u5104\u30c9\u30eb\u306b\u4e0a\u308b\u8a2d\u5099\u6295\u8cc7\u306e\u4e2d\u6838\u306b\u8e8d\u308a\u51fa\u305f\u3060\u3051\u3067\u306a\u304f\u3001\u5909\u5727\u5668\u306a\u3069\u306e\u91cd\u8981\u306a\u8a2d\u5099\u304c\u6df1\u523b\u306a\u4e0d\u8db3\u3068\u5730\u653f\u5b66\u7684\u30ea\u30b9<\/p>\n","protected":false},"author":10,"featured_media":47159,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2839],"tags":[3006,3215,3216],"author_name1":[3004],"class_list":{"0":"post-63948","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-2839","8":"tag-ai-ja","9":"tag-3215","10":"tag-3216","11":"author_name1-3004"},"_links":{"self":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts\/63948","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/comments?post=63948"}],"version-history":[{"count":2,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts\/63948\/revisions"}],"predecessor-version":[{"id":63982,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/posts\/63948\/revisions\/63982"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/media\/47159"}],"wp:attachment":[{"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/media?parent=63948"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/categories?post=63948"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/tags?post=63948"},{"taxonomy":"author_name1","embeddable":true,"href":"https:\/\/naipnews.naipo.com\/ja\/wp-json\/wp\/v2\/author_name1?post=63948"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}