OpenAIの売上が四半期で初の100億ドル超と報道、TSMCはAnthropicとOpenAIへ出資。一方でデータセンターは選挙後も足踏みし、AIエージェントを使った攻撃やGrok製アプリの公開事故も起きています。ずんだもんと四国めたんが解説します。
▼ 今日のトピック
・米中間選挙とAI：民主党勝利後もデータセンターが進まない理由（反対・許認可・電力）
・AIと政治：下院共和党がエヌビディアのフアンCEOに非公開説明を要求
・生成AIのお金：OpenAI四半期売上100億ドル、TSMCが10億ドル出資、CoreWeaveは前払い頼み、Fractileが7.2億ドル調達
・AIとサイバー防衛：DeepMindがSignalプロトコルを形式検証、中国の無料モデルDeepSeek・GLMが攻撃能力で迫る
・量子コンピュータ：IBMが2027年に2プロセッサー構成の量子システムを提供へ（Nighthawk 1,080量子ビット計画）
・セキュリティ：AIペンテスト基盤AntiFoxが攻撃に転用、AWSの秘密情報を窃取
・セキュリティ：Grokで作られたアプリ3万5,578件が認証なしで公開
・セキュリティ：最近のインシデント一覧（マースク、Notion、Cisco BroadWorks、eMudhra、Zoom、Qilin、ホワイトハウスの住宅用プロキシ）
▼ 参考記事・ソース
https://techcrunch.com/podcast/how-backlash-and-red-tape-continue-to-slow-data-centers-post-blue-wave/
https://techcrunch.com/2026/11/11/meta-is-losing-its-longtime-head-of-infrastructure/
https://techcrunch.com/2026/11/11/congress-to-call-jensen-huang-in-to-answer-for-alleged-chinese-spy-affair/
https://techcrunch.com/2026/11/11/is-jensen-huangs-bad-behavior-more-commonplace-than-it-seems/
https://techcrunch.com/2026/11/11/openais-quarterly-revenue-reportedly-crosses-10b-for-the-first-time/
https://arstechnica.com/ai/2026/11/taiwans-chipmaking-giant-tsmc-to-invest-1b-in-anthropic-openai/
https://techcrunch.com/2026/11/11/coreweave-turns-to-customer-prepayments-shorter-contracts-to-fund-ai-growth/
https://techcrunch.com/2026/11/11/with-720m-round-britains-fractile-gets-a-leg-up-in-the-race-for-ai-chips/
https://www.wired.com/story/a-new-ai-tool-from-google-deepmind-formally-verified-the-signal-protocol/
https://www.wired.com/story/free-chinese-ai-models-are-getting-scary-good-at-hacking/
https://arstechnica.com/science/2026/11/ibm-to-offer-access-to-a-dual-processor-quantum-system-in-2027/
https://www.ibm.com/roadmaps/quantum/2027/
https://www.bleepingcomputer.com/news/security/hackers-use-antifox-ai-agents-in-aws-credential-theft-attacks/
https://thehackernews.com/2026/11/antifox-ai-pentesting-platform-linked.html
https://thehackernews.com/2026/11/over-35000-grok-built-apps-exposed.html
https://www.bleepingcomputer.com/news/security/maersk-confirms-data-breach-as-whitearmor-ransomware-demands-5-million/
https://www.bleepingcomputer.com/news/security/notion-says-fireworks-breach-exposed-customer-ai-chat-transcripts/
https://www.bleepingcomputer.com/news/security/cisa-flags-cisco-broadworks-flaw-as-actively-exploited-in-attacks/
https://thehackernews.com/2026/11/emudhra-revokes-8-more-cas-it.html
https://thehackernews.com/2026/11/critical-zoom-workplace-flaw-could.html
https://krebsonsecurity.com/2026/11/who-runs-the-ransomware-group-qilin/
https://krebsonsecurity.com/2026/11/want-to-rent-an-internet-address-at-the-white-house/
#生成AI #ChatGPT #Claude #LLM #AI #人工知能 #ゆっくり解説 #ずんだもん #四国めたん #OpenAI #Anthropic #Google #AI最新情報 #AIニュース
▼ 今日のトピック
・米中間選挙とAI：民主党勝利後もデータセンターが進まない理由（反対・許認可・電力）
・AIと政治：下院共和党がエヌビディアのフアンCEOに非公開説明を要求
・生成AIのお金：OpenAI四半期売上100億ドル、TSMCが10億ドル出資、CoreWeaveは前払い頼み、Fractileが7.2億ドル調達
・AIとサイバー防衛：DeepMindがSignalプロトコルを形式検証、中国の無料モデルDeepSeek・GLMが攻撃能力で迫る
・量子コンピュータ：IBMが2027年に2プロセッサー構成の量子システムを提供へ（Nighthawk 1,080量子ビット計画）
・セキュリティ：AIペンテスト基盤AntiFoxが攻撃に転用、AWSの秘密情報を窃取
・セキュリティ：Grokで作られたアプリ3万5,578件が認証なしで公開
・セキュリティ：最近のインシデント一覧（マースク、Notion、Cisco BroadWorks、eMudhra、Zoom、Qilin、ホワイトハウスの住宅用プロキシ）
▼ 参考記事・ソース
https://techcrunch.com/podcast/how-backlash-and-red-tape-continue-to-slow-data-centers-post-blue-wave/
https://techcrunch.com/2026/11/11/meta-is-losing-its-longtime-head-of-infrastructure/
https://techcrunch.com/2026/11/11/congress-to-call-jensen-huang-in-to-answer-for-alleged-chinese-spy-affair/
https://techcrunch.com/2026/11/11/is-jensen-huangs-bad-behavior-more-commonplace-than-it-seems/
https://techcrunch.com/2026/11/11/openais-quarterly-revenue-reportedly-crosses-10b-for-the-first-time/
https://arstechnica.com/ai/2026/11/taiwans-chipmaking-giant-tsmc-to-invest-1b-in-anthropic-openai/
https://techcrunch.com/2026/11/11/coreweave-turns-to-customer-prepayments-shorter-contracts-to-fund-ai-growth/
https://techcrunch.com/2026/11/11/with-720m-round-britains-fractile-gets-a-leg-up-in-the-race-for-ai-chips/
https://www.wired.com/story/a-new-ai-tool-from-google-deepmind-formally-verified-the-signal-protocol/
https://www.wired.com/story/free-chinese-ai-models-are-getting-scary-good-at-hacking/
https://arstechnica.com/science/2026/11/ibm-to-offer-access-to-a-dual-processor-quantum-system-in-2027/
https://www.ibm.com/roadmaps/quantum/2027/
https://www.bleepingcomputer.com/news/security/hackers-use-antifox-ai-agents-in-aws-credential-theft-attacks/
https://thehackernews.com/2026/11/antifox-ai-pentesting-platform-linked.html
https://thehackernews.com/2026/11/over-35000-grok-built-apps-exposed.html
https://www.bleepingcomputer.com/news/security/maersk-confirms-data-breach-as-whitearmor-ransomware-demands-5-million/
https://www.bleepingcomputer.com/news/security/notion-says-fireworks-breach-exposed-customer-ai-chat-transcripts/
https://www.bleepingcomputer.com/news/security/cisa-flags-cisco-broadworks-flaw-as-actively-exploited-in-attacks/
https://thehackernews.com/2026/11/emudhra-revokes-8-more-cas-it.html
https://thehackernews.com/2026/11/critical-zoom-workplace-flaw-could.html
https://krebsonsecurity.com/2026/11/who-runs-the-ransomware-group-qilin/
https://krebsonsecurity.com/2026/11/want-to-rent-an-internet-address-at-the-white-house/
#生成AI #ChatGPT #Claude #LLM #AI #人工知能 #ゆっくり解説 #ずんだもん #四国めたん #OpenAI #Anthropic #Google #AI最新情報 #AIニュース
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