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「Microsoft」タグの記事(2件)

OpenAIとAnthropicのIPOを投資家目線で読む — 期待より先に見るべきリスク インサイト

OpenAIとAnthropicのIPOを投資家目線で読む — 期待より先に見るべきリスク

OpenAIとAnthropicのIPO観測を、売上の総額・純額計上、循環取引、バーター相殺の3つの論点から投資家目線で読み解く。

2026-03-28 読む →
OpenAIをめぐるAmazonとMicrosoftの駆け引き — Stateful vs Statelessの戦略設計 インサイト

OpenAIをめぐるAmazonとMicrosoftの駆け引き — Stateful vs Statelessの戦略設計

OpenAIのAPI基盤をめぐるMicrosoft(Azure)とAmazon(AWS)の戦略的棲み分けと、AIエージェント領域の主導権争いを公開情報に基づいて考察します。

2026-03-04 読む →

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