3 notable brands related to generative AI compatible data centers! Cooperation and collaboration with NVIDIA in the US
Attention is being drawn to data center-related brands that are compatible with generative AI (artificial intelligence). A data center refers to real estate where communication devices such as internet servers are installed and operated.Demand for faster and more secure data centers is increasing for future use of generative AI (artificial intelligence). Major US semiconductor companies that came to Japan in early December $NVIDIA (NVDA.US)$Chief Executive Officer Jenson Hwang (CEO) of cooperated in the development of generative AI made in Japan, and is a major cloud data center company, $SAKURA Internet (3778.JP)$They talked about cooperating with the like, and buyers gathered for the company's stock.
In the development of generative AI, it is necessary for AI to learn large amounts of data, and the server becomes a place for that learning work. Companies working on the development of domestically produced generative AI are trying to counter overseas generated AI by developing specialized AI customized for each industry or company, such as medical care and finance, etc., and data center operators such as Sakura Internet are in a position to provide infrastructure to such development companies.
◆ $SAKURA Internet (3778.JP)$
An independent data center business company. Cloud services are doing well. This year, it was certified as a “cloud program” supply assurance plan by the Ministry of Economy, Trade and Industry, and subsidies from the government were decided for 6.8 billion yen, which is about half of the investment amount reaching 13 billion yen over 3 years. More than 2000 NVIDIA GPUs will be adopted, and large-scale cloud infrastructure development will be carried out. Regarding the GPU cloud service for generative AI, which is scheduled to be offered in January 24, it is said that there are inquiries that greatly exceed the initial schedule, and an additional investment of 7.8 billion 50 million yen was decided next fiscal year. $Sojitz (2768.JP)$It holds close to 30% of the shares.
◆ $Internet Initiative Japan (3774.JP)$
A pioneer in the internet connection business. Strengths in corporate system construction, cloud, and security. In the data center business, we have established a system that can supply up to about 3 times more power than before this year so that it can handle data processing with generative AI. In order to drastically reduce power consumption, air conditioning equipment uses a cooling method in which outside air is sent directly into the server room. $KDDI (9433.JP)$, $Nippon Telegraph & Telephone (9432.JP)$etc. are major shareholders. The consolidated financial results for the fiscal year ending March 24 are expected to increase sales and profit.
A pioneer in the internet connection business. Strengths in corporate system construction, cloud, and security. In the data center business, we have established a system that can supply up to about 3 times more power than before this year so that it can handle data processing with generative AI. In order to drastically reduce power consumption, air conditioning equipment uses a cooling method in which outside air is sent directly into the server room. $KDDI (9433.JP)$, $Nippon Telegraph & Telephone (9432.JP)$etc. are major shareholders. The consolidated financial results for the fiscal year ending March 24 are expected to increase sales and profit.
◆ $SoftBank (9434.JP)$
$SoftBank Group (9984.JP)$subsidiary. In May, it was announced that they would collaborate with NVIDIA in generative AI and 5G/6G regions. NVIDIA's semiconductor platform NVIDIA GH200 Grace Hopper Superchip will be used for distributed AI data centers all over Japan that SoftBank plans to build in the future. Together with IDC Frontier, a major data center company, a 50-megawatt data center will be opened in fiscal year 26 with a subsidy from the Ministry of Economy, Trade and Industry. The plan is to respond to usage needs such as development of generative AI and provide it to a wide range of universities, research institutes, companies, etc. SoftBank itself is also working to develop a domestic large-scale language model (LLM), which is the core technology for generative AI within 24 years.
$SoftBank Group (9984.JP)$subsidiary. In May, it was announced that they would collaborate with NVIDIA in generative AI and 5G/6G regions. NVIDIA's semiconductor platform NVIDIA GH200 Grace Hopper Superchip will be used for distributed AI data centers all over Japan that SoftBank plans to build in the future. Together with IDC Frontier, a major data center company, a 50-megawatt data center will be opened in fiscal year 26 with a subsidy from the Ministry of Economy, Trade and Industry. The plan is to respond to usage needs such as development of generative AI and provide it to a wide range of universities, research institutes, companies, etc. SoftBank itself is also working to develop a domestic large-scale language model (LLM), which is the core technology for generative AI within 24 years.
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Source: Nihon Keizai Shimbun, IR materials from various companies, moomoo
Source: Nihon Keizai Shimbun, IR materials from various companies, moomoo
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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