{"id":134209,"date":"2026-11-14T18:00:48","date_gmt":"2026-11-14T09:00:48","guid":{"rendered":"https:\/\/fukugyo-ranking.com\/?p=134209"},"modified":"2026-11-14T18:00:48","modified_gmt":"2026-11-14T09:00:48","slug":"%e3%82%a2%e3%83%b3%e3%82%bd%e3%83%ad%e3%83%94%e3%83%83%e3%82%af%e3%80%81%e7%ac%ac3%e5%9b%9b%e5%8d%8a%e6%9c%9f%e3%81%ae%e5%a3%b2%e4%b8%8a%e9%ab%98%e3%81%af2-7%e5%85%86%e5%86%86%e3%81%a0%e3%81%8c","status":"publish","type":"post","link":"https:\/\/fukugyo-ranking.com\/?p=134209","title":{"rendered":"\u30a2\u30f3\u30bd\u30ed\u30d4\u30c3\u30af\u3001\u7b2c3\u56db\u534a\u671f\u306e\u58f2\u4e0a\u9ad8\u306f2.7\u5146\u5186\u3060\u304c\u3001\u6570\u5e74\u3067142\u5146\u5186\u306e\u5de8\u984d\u652f\u6255\u3044\u7fa9\u52d9\u3000\u60aa\u5922\u306e\u50b5\u52d9\u554f\u984c\u306b\u306a\u308b\u53ef\u80fd\u6027"},"content":{"rendered":"
\n
\n1: \u7a3c\u3052\u308b\u540d\u7121\u3057\u3055\u3093 <\/span>\uff1a2026\/11\/11(\u6c34) 11:06:07.67 ID:vqQxJlkM9<\/span>\n<\/div>\n
\n Anthropic\u2019s $895 Billion AI Gamble Could Become Wall Street\u2019s Next Debt Nightmare
\u30a2\u30f3\u30c8\u30ed\u30d4\u30c3\u30af\u793e\u306e8950\u5104\u30c9\u30eb(\u7d04142\u5146\u5186)\u898f\u6a21\u306eAI\u6295\u8cc7\u306f\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306b\u3068\u3063\u3066\u6b21\u306e\u50b5\u52d9\u554f\u984c\u306e\u60aa\u5922\u3068\u306a\u308b\u53ef\u80fd\u6027 <\/p>\n

Oracle and CoreWeave built for Anthropic on borrowed money, and both burn cash while interest costs surge, with CoreWeave’s quarterly interest expense jumping to $640 million.
Oracle\u3068CoreWeave\u306f\u3001\u501f\u5165\u91d1\u3067Anthropic\u306e\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3057\u305f\u304c\u3001\u4e21\u793e\u3068\u3082\u8cc7\u91d1\u3092\u6d6a\u8cbb\u3057\u3066\u304a\u308a\u3001\u91d1\u5229\u30b3\u30b9\u30c8\u304c\u6025\u5897\u3057\u3066\u3044\u308b\u3002\u7279\u306bCoreWeave\u306e\u56db\u534a\u671f\u91d1\u5229\u8cbb\u7528\u306f6\u51044000\u4e07\u30c9\u30eb(\u7d041000\u5104\u5186)\u306b\u8df3\u306d\u4e0a\u304c\u3063\u3066\u3044\u308b\u3002 <\/p>\n

nthropic owes Broadcom, Google and Amazon hundreds of billions, and some contracts demand payment regardless of actual usage.
\u30a2\u30f3\u30c8\u30ed\u30d4\u30c3\u30af\u793e\u306f\u30d6\u30ed\u30fc\u30c9\u30b3\u30e0\u3001\u30b0\u30fc\u30b0\u30eb\u3001\u30a2\u30de\u30be\u30f3\u306b\u6570\u5343\u5104\u30c9\u30eb\u3082\u306e\u8ca0\u50b5\u3092\u62b1\u3048\u3066\u304a\u308a\u3001\u4e00\u90e8\u306e\u5951\u7d04\u3067\u306f\u5b9f\u969b\u306e\u4f7f\u7528\u91cf\u306b\u95a2\u308f\u3089\u305a\u652f\u6255\u3044\u304c\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u308b\u3002 <\/p>\n

Anthropic has committed roughly $895 billion to computing contracts, and public investors carry that exposure through the suppliers on the other side.
\u30a2\u30f3\u30c8\u30ed\u30d4\u30c3\u30af\u793e\u306f\u7d048950\u5104\u30c9\u30eb(\u7d04142\u5146\u5186)\u3092\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u5951\u7d04\u306b\u6295\u3058\u3066\u304a\u308a\u3001\u5e02\u5834\u306e\u6295\u8cc7\u5bb6\u306f\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3092\u901a\u3058\u3066\u305d\u306e\u30ea\u30b9\u30af\u3092\u8ca0\u3063\u3066\u3044\u308b\u3002<\/p>\n

\u7c73\u56fdYahoo!\u30cb\u30e5\u30fc\u30b9 2026\/11\/9(\u73fe\u5730\u6642\u9593)\u300eAnthropic\u2019s $895 Billion AI Gamble Could Become Wall Street\u2019s Next Debt Nightmare\u300f
https:\/\/finance.yahoo.com\/technology\/ai\/articles\/anthropic-895-billion-ai-gamble-162041094.html<\/a> <\/span><\/p>\n<\/div>\n<\/div>\n

1001: \u4ee5\u4e0b\u540d\u7121\u3057\u3055\u3093\u306b\u4ee3\u308f\u308a\u307e\u3057\u3066\u7ba1\u7406\u4eba\u304c\u304a\u4f1d\u3048\u3057\u307e\u3059<\/span> 1848\/01\/24(\uff1f)00:00:00 ID:money_soku<\/span><\/div>\n

\u3000\u3046\u30fc\u3093\u3001\u3069\u3046\u3057\u305f\u3082\u306e\u304b\u3002
\u3000\u3055\u3089\u306b\u5358\u4fa1\u30a2\u30c3\u30d7\u3068\u304b\uff1f<\/p>\n

\"acha\"<\/div>\n

<\/p>\n

\n

\u51a8\u6a2b\u6c0f\u306e\u540d\u4f5c<\/p>\n

\u30ec\u30d9\u30ebE\uff1ahttps:\/\/t.co\/wiRFstL6Qj<\/a><\/p>\n

\u5e7d\u904a\u767d\u66f8\uff1ahttps:\/\/t.co\/LIvrVehXmd<\/a><\/p>\n

\u5168\u5dfb50%\u30dd\u30a4\u30f3\u30c8\u9084\u5143\u306b\u306a\u308a\u307e\u3057\u305f\uff01<\/p>\n

\u2014 \u307e\u306d\u305f\u3093 (@kasegerumatome) November 14, 2026<\/a><\/p><\/blockquote>\n

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\n\u7d9a\u304d\u3092\u8aad\u3080<\/a>
\nSource: \u7a3c\u3052\u308b\u307e\u3068\u3081\u901f\u5831<\/p>\n","protected":false},"excerpt":{"rendered":"

… \u7d9a\u304d\u3092\u8aad\u3080 »<\/a><\/p>\n","protected":false},"author":20,"featured_media":134210,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"_links":{"self":[{"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=\/wp\/v2\/posts\/134209"}],"collection":[{"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=134209"}],"version-history":[{"count":0,"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=\/wp\/v2\/posts\/134209\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=\/wp\/v2\/media\/134210"}],"wp:attachment":[{"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=134209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=134209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fukugyo-ranking.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=134209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}