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...

18% increase in PTS
$RORZE(6323.JP)$