Top 3 stocks attracting attention in the artificial intelligence (ai) compatible datacenter sector! Collaboration and cooperation with U.S. Nvidia.

Attention is focusing on stocks related to data centers that can handle artificial intelligence (ai) generation. Data center refers to real estate that installs and operates communication equipment such as servers for the Internet.For the future utilization of artificial intelligence (ai) generation, the demand for faster and more secure data centers is increasing.In early December, the CEO of the U.S. semiconductor giant, who visited Japan, expressed cooperation in the development of artificial intelligence (ai) in Japan, partnering with major cloud data center companies. $NVIDIA (NVDA.US)$For the future utilization of artificial intelligence (ai) generation, the demand for faster and more secure data centers is increasing. $SAKURA Internet (3778.JP)$In early December, the CEO of the U.S. semiconductor giant, who visited Japan, expressed cooperation in the development of artificial intelligence (ai) in Japan, partnering with major cloud data center companies, etc., and attracting buying interest in the company's shares.

This year, there have been notable movements in stocks related to AI-enabled datacenters.
◆ $SAKURA Internet (3778.JP)$
An independent datacenter operator. Cloud services are doing well. This year, it was certified under the Ministry of Economy, Trade and Industry's "Cloud Program" supply assurance plan, and it was decided that 6.8 billion yen, about half of the total investment amount of 13 billion yen over three years, would be subsidized by the government. It will adopt over 2,000 of NVIDIA's GPUs and carry out large-scale cloud infrastructure development. For the GPU cloud service for generating AI, which is scheduled to be available in January 2024, there has been a strong demand exceeding the initial plan, resulting in a decision to make additional investment of 7.85 billion yen in the next fiscal year. $Sojitz (2768.JP)$Owns nearly 30% of the shares.

◆ $Internet Initiative Japan (3774.JP)$
A pioneer in the internet connectivity business. It has strength in constructing systems for corporate clients, as well as in cloud and security services. In the datacenter business, it has established a system to supply power that is about three times the previous maximum capacity to handle data processing for generating AI. To significantly reduce power consumption, it employs a cooling method that sends outside air directly into the server room for air conditioning. $KDDI (9433.JP)$、 $Nippon Telegraph & Telephone (9432.JP)$Among others, they are major shareholders. They expect increased revenue and profit for the consolidated performance for the fiscal year ending March 2024.

◆ $SoftBank (9434.JP)$
$SoftBank Group (9984.JP)$Subsidiary. In May, NVIDIA announced a collaboration to develop AI and 5G/6G in partnership with Softbank. It is planned to use NVIDIA's semiconductor platform NVIDIA GH200 Grace Hopper Superchip in Softbank's decentralized AI data centers to be built across Japan. Together with IDC Frontier, a major data center company, they will receive government subsidies from the Ministry of Economy, Trade and Industry and open a 50-megawatt data center in FY2026. They plan to provide a wide range of services to universities, research institutions, and companies to meet the demand for AI development. Softbank itself is also working on the development of a large-scale domestic language model (LLM), which is a core technology for AI development, by 2024.