3 notable brands related to data centers compatible with generative AI! Cooperation and collaboration with US NVIDIA

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 growing 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 Japan cooperated with the development of generative AI made in Japan, and is a major cloud data center company, $SAKURA Internet(3778.JP)$It was discussed that they would cooperate with the like, etc., and buyers gathered in the company's stock.

Stocks that have had notable movements this year, such as announcements related to AI-compatible data centers
◆ $SAKURA Internet(3778.JP)$
Independent data center operating company. Cloud services are doing well. This year, it was certified by the Ministry of Economy, Trade and Industry in the “cloud program” supply assurance plan, and subsidies from the government were decided for 6.8 billion yen, which is about half of the investment amount reaching the 13 billion yen scale over 3 years. More than 2000 NVIDIA GPUs will be adopted, and large-scale cloud infrastructure will be developed. Regarding the GPU cloud service for generative AI, which is scheduled to be offered in 2014/1, it is said that there are inquiries that greatly exceed the initial plan, so an additional investment of 7.85 billion yen was decided next fiscal year. $Sojitz(2768.JP)$holds close to 30% of the shares.

◆ $Internet Initiative Japan(3774.JP)$
Internet connection business pioneer. We have strengths in corporate system construction, cloud, and security. In the data center business, we have established a system that can supply a maximum of about 3 times the conventional power this year so that it can handle data processing by generative AI. In order to drastically reduce power consumption, the air conditioner uses a cooling method in which outside air is directly pumped into the server room. $KDDI(9433.JP)$、 $Nippon Telegraph & Telephone(9432.JP)$etc., are major shareholders. Consolidated financial results for the fiscal year ending 2014/3 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 areas. 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 scale data center will be opened in fiscal year 26 with subsidies from the Ministry of Economy, Trade and Industry. The plan is to respond to usage needs such as generative AI development, etc., and provide it to a wide range of universities, research institutes, companies, etc. SoftBank itself is also working towards developing a domestic large-scale language model (LLM), which is the core technology for generative AI within 24 years.