Logoswire Intelligence
LogoswireDaily cross-regional AI intelligence from 10 global regions — the structural patterns only visible when you read every region at once. In English, Japanese and French.
| Publishes | Daily | Episodes | 132 | Founded | a month ago |
|---|---|---|---|---|---|
| Language |  Japanese | Categories | Tech NewsNews | ||
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Latest Episodes
--- Good morning. This is a story about how the rush to artificial intelligence is reshaping corporate technology budgets in ways that traditional IT leaders never saw coming. And it's causing real problems for some of the world's oldest tech compani... more
こんにちは。今日は、企業のIT投資をめぐる意外な現実についてお話しします。 IBMが2026年の第2四半期の業績について「失望的だ」と発表しました。でも、景気が悪いわけではありません。実は、顧客企業がメインフレームという大型コンピュータの更新予算を、AI サーバーの購入に回してしまったからなんです。 メインフレーム、聞き慣れない言葉かもしれませんが、これは銀行や製造業の基幹業務を動かす重要なコンピュータです。IBMのCEOも決算説明会で公式に認めています。「顧客がメインフレームの更新予算を、AI... more
それでは、これからお伝えします「インドが中国LLMに向かう AIコスト危機が生む地政学的断層」。 世界中のビジネスを見ていると、新しい争いの形が見えてきます。国と国の競争が、もはや軍事力や技術力だけでは決まらなくなったということです。今、その決め手になっているのが、ずばり「価格」なんです。 世界人口の17パーセント、約17億人が暮らすインド。このインドで今、静かな転換が起きています。企業がアメリカ製のAIから中国製のAIへと乗り換え始めたのです。これは反アメリカ感情によるものではありません。純粋... more
--- [INTRO - 0:00] You're listening to the Technology Report. I'm your host. Today, we're exploring a quiet but significant shift happening in one of the world's largest markets. Millions of Indian businesses are making a choice that's reshaping the ... more
こんにちは。今回は、世界のAIインフラ投資を支えるGPU市場の、隠された脆さについてお伝えします。 実は今、世界のGPUブームの中で、非常に興味深い循環が起きています。エヌビディアがGPUを売ります。その売上で、コアウィーブという企業に投資をする。するとコアウィーブはそのお金を使って、またエヌビディアのGPUを買う。つまり、GPUの「需要」の一部が、エヌビディア自身による「自作自演」だというわけです。 この三角形の循環が、果たしていつまで続くのか。その答えが見えなくなってきたんです。 実際のとこ... more
[OPEN WITH CALM, AUTHORITATIVE TONE] You're listening to a special market analysis segment. Today, we're examining a troubling pattern at the heart of artificial intelligence infrastructure investment—one that could reshape the trillion-dollar AI sec... more
皆さん、こんにちは。今日はシリコンバレーで起きた大きなニュースについてお話しします。 AI業界で激しい人材争奪戦が繰り広げられていますが、その争いがついに法廷にまで持ち込まれました。Appleが、かつての提携相手であるOpenAIを、営業秘密の窃取で訴えたのです。 これは何を意味しているのでしょうか。実は、AI開発の最前線では、優秀な研究者が企業から企業へと移動することが当たり前になっていました。GoogleからOpenAIへ、OpenAIからAnthropicへ。こうした人材の流動性が、技術革... more
[RADIO SCRIPT - 3-5 MINUTES] --- Good morning. Welcome to Tech Industry Report. I'm bringing you a story that's shaking Silicon Valley to its core. Apple has sued OpenAI for trade secret theft, and this isn't just another corporate dispute. This mark... more
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #234 |  France/News/Tech News |
Apple Podcasts | #248 |  Netherlands/News/Tech News |
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