米大手IT企業の決算で増益相次ぐ 巨額投資には懸念
アメリカの大手IT企業が2026年3月までの四半期決算で相次いで増益を報告し、クラウド事業の好調が業績を押し上げた。一方で、生成AI開発を巡る巨額の投資が続く中、財務面への懸念が指摘されている。業界全体の成長が続く一方で、投資の持続可能性に対する慎重な見方も出ている。
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