With the advancement of AI (artificial intelligence) development,There is a sharp increase in demand for datacenters.IsFour major US cloud companies like Amazon Web Serviceshave successively announced investment plans related to datacenters in Japan since the beginning of this year,with a total amount reaching 4 trillion yen.Most recently, $KDDI (9433.JP)$ga $Datasection (3905.JP)$ and the two companies from the US, have surged. In addition to the growing demand for weight loss effects, $Super Micro Computer (SMCI.US)$Partnership with $Sharp (6753.JP)$At the site of the factory (Sakai City) announced plans to build the largest AI processing-compatible datacenter in Asia and aims to construct it. $NVIDIA (NVDA.US)$It will adopt cutting-edge GPUs.
With accelerated investment, the outlook is positive for cutting-edge semiconductor-related sectors such as servers and communication equipment, which serve as the heart of AI semiconductors, led by the American company NVIDIA's suppliers. $Advantest (6857.JP)$and $Ibiden (4062.JP)$For server inspection equipment and communication devices, which are essential components of the server, ...

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