生成AIと半導体セクター：トークン急増によって計算需要が拡大中。エヌビディアの目標株価を引き上げる（今中 能夫）【楽天証券 トウシル】

*This video was recorded on May 11, 2026 (Monday). 👇Click here for the Toushil article: Generative AI and the Semiconductor Sector (Computational demand is expanding due to a surge in tokens. Raising Nvidia's target stock price) https://media.rakuten-sec.net/article... 🕒Time Schedule 00:00 Opening 00:32 Capital expenditures of the four major US IT companies (calendar year) 03:29 Background of massive capital investment for generative AI 16:10 Nvidia's performance 1 17:25 Nvidia's sales by market (quarterly) 17:43 Nvidia's sales by market (yearly) 17:55 Nvidia's performance 2 18:57 Nvidia (NVDA, NASDAQ) 📝Watch by category! Toushil's video playlists    • 今中能夫の動画セミナー      • 新NISAで話題！NISAはじめてガイド      • 【日本株どうなる？銘柄選び】      • 【かしこい米国株と世界経済＆為替】   https://www.youtube.com/playlist?list =PLDH4nOq2wf8ZYVDbBL8jDSExQxBkMeT3g    • 【投資を学ぼう！初心者向けコンテンツ】      • 【中国の政治・経済を斬る】      • 【資産形成と投資信託で失敗しない！】      • 【株主優待＆節税＆マネー術】   💬SNS 【Toushil Official [X (formerly Twitter)]   / toshirursec   [Rakuten Securities X (formerly Twitter)]   / rakutensec   [Rakuten Securities Instagram]   / rakutensec   [Rakuten Securities Official LINE] https://www.rakuten-sec.co.jp/web/ser... [Rakuten Securities TikTok]   / rakutensec   📱Learn about investing on your smartphone! Toushil App ＼Toushil Official App Now Available／ Use the official app of the investment information media "Toushil" to get the information you want about money and investing! You can also check the latest video posts in the app. 👇Details here https://r10.to/h6izWx 🔽Download the "Official App" now 【Android version】https://r10.to/hMRoNd 【iOS version】https://r10.to/hauZdH 👇Fees and risks associated with investment https://www.rakuten-sec.co.jp/web/com... Rakuten Securities, Inc. http://www.rakuten-sec.co.jp/ Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments) No. 195, Commodity Futures Trading Business Operator Member Associations: Japan Securities Dealers Association, Financial Futures Association of Japan, Japan Commodity Futures Association, Japan Securities Investment Advisers Association, Japan Asset Management Association Copyright (C) Rakuten Securities, Inc. All rights reserved. #USstocks #GenerativeAI #Semiconductors #SemiconductorManufacturingEquipment #AIsemiconductors #GPU #NVIDIA #NVDA #token #toushil