$NVIDIA (NVDA.US)$ On March 19, 2025, at 2 AM Japan time, a keynote speech is scheduled to be held at GTC.
Top developers, innovators, and corporate leaders will gather to explore how AI and high-performance computing cansolve complex challenges in the financial markets.The evolution of AI agents, robotics, and accelerated computing infinancial technology.？ジェンスン・フアンCEOが語るAIの最新動向から、フィンテックの未来を読み解き、業界トレンドを把握しましょう！
プレゼンテーションはwill be delivered in subtitle translation format.配信されます。視聴をご希望される方は、「Book" button.
◆Notes
The content of this live event is provided for the convenience of customers through a subtitle translation service. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or correctness of machine translation from English to Japan.

As a popular investment theme aimed at hitting a tenbagger, Quantum computing is once again in the spotlight Gathering.
Quantum computing related stocksisIt has surged in the past month.and its growth rate far exceeds that of AI and bitcoin related stocks, with some stocks seeing their stock prices increase by 2.6 times.
KeyReasons for the IncreaseAs follows, two examples can be cited.
1) Performance of quantum computing-related stocksExceeded market expectations. It is expected that profitability will occur in the future, but progress in commercialization and performance improvement is being observed.
2）Amazon.com's subsidiaryAWSsupports the Quantum Embark Program to prepare customers for quantum computing.This allows companies and organizations to easily prepare for the introduction of quantum computing, potentially driving industry advancement.announced the launch of the Quantum Embark Program to support customers' quantum computing readiness.
如上两起事件均与量子计算相关先行き見通しを明るくしている。世界の量子コンピューティング市場規模は今後約10年間で10倍に膨らむと予測されており、業界ではテンバガーを実現する銘柄も出てくるかもしれない。今回は、量子コンピ...

$NVIDIA (NVDA.US)$ Donald wasshoi, Kamala wasshoi.

Following Fed Chairman Powell's statement that "it's time to cut interest rates," San Francisco Fed President Daly also indicated on the 26th that the start of interest rate cuts is appropriate. This week, it was stated that the Fed needs to cut interest rates in order to maintain the health of the job market. Richmond Fed President Barkin stated that although there are still risks of inflation overshooting, he supports an "adjustment down" in interest rates due to the cooling labor market, making a September rate cut the default path.
The Federal Reserve Board's monetary policy is shifting from tightening to easing.Central banks around the world are transitioning from tightening to easing.As central banks around the world cut interest rates and begin a new cycle of monetary easing, ...Which assets are becoming more attractive for investment?。
As mentioned in the previous article...Biotech stocks、Increasing the ratio of defensive stocks like utilities industry would be wise.、Consumer staples stocks、Telecom services stocksIn addition, another major sector benefiting from the Fed rate-cut cycleFinancial stockswill be discussed.
Related article
"First round of rate cut trades! Along with the FRB's decision, the rally of biotech stocks begins!?"
"US rate cut trade" Part 2! Defensive nature + AI boom Is there also a chance for utility stocks?
...

$NVIDIA (NVDA.US)$ The earnings call for the second quarter of the fiscal year 2025 is scheduled to be held at 6:00 AM on Thursday, August 29, 2024 Japan time. This briefing It will be delivered in subtitle translation format.If you wish to watch it, "Reservation"button.
◆Precautions
The content of this live stream is provided with the subtitle translation service for the convenience of our customers. The subtitles are generated using Microsoft Azure and Amazon Translate. No explicit or implicit guarantees are made regarding the accuracy, reliability, or precision of machine translation from English to Japanese. We are not responsible for any damages resulting from the translation content. Please keep this in mind when viewing.

Along with advances in generative AI (artificial intelligence), etc.Demand for data centers is growing rapidlyDoing it.4 major US cloud companies such as Amazon Web Serviceshas announced investment plans related to data centers in Japan one after another since the beginning of this year,The total amount is 4 trillion yenIt goes up to. Recently, $KDDI (9433.JP)$But $Datasection (3905.JP)$, rice $Super Micro Computer (SMCI.US)$along with $Sharp (6753.JP)$At the site of the factory (Sakai City)Asia's largest data center compatible with AI processingIt was announced that it was aiming for construction. $NVIDIA (NVDA.US)$It is said that the most advanced GPU will be adopted.
Due to accelerated investment, it is expected that advanced semiconductor-related products, which are the heart of servers and communication devices, will be booming. It is a supplier of NVIDIA in the US leading AI semiconductors $Advantest (6857.JP)$Ya $Ibiden (4062.JP)$, inspection equipment for servers...