27日午前の米株式市場では、S&P500種株価指数が伸び悩む展開。半導体銘柄の売りに押されている。米国とイランが外交努力を再開するとの期待から、原油価格が下落する中、株式相場は買い先行で始まっていた。

エヌビディアは、計7500億ドル超（約122兆6600億円）となる可能性がある新たなAIインフラ関連案件を進めている。加速する同社の投資について、懐疑派からは、業界全体の需要や企業価値を人為的に押し上げているとの懸念が出ている。

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