Japan's shift to AI is urgent [Today's GAINIANBANKUAI theme]
Japan has contributed to the foundational building of the global AI competition that is currently underway, but it has been reported that it is falling behind in the development and implementation of Generative AI. It is predicted that Generative AI will become a market worth 1 trillion dollars (approximately 149 trillion yen) based on most Indicators. Between 2019 and 2023, 182 foundational AI models have been announced from the USA and 30 from China, but there have been none from Japan. Due to the decreasing and aging labor population, companies need to boldly adopt next-generation Technology.
The computational power required for AI is currently 100 times more.
At the event referred to as the 'Super Bowl of AI,' NVIDIA's CEO Jensen Huang stated that the world will require 100 times the computing power that was thought necessary one year ago as it moves towards advanced Artificial Intelligence (AI). This appears aimed at easing investors' concerns regarding the AI boom. <6702> Fujitsu <7046> TDSE <4011> Headwaters
American companies are seeking AI skills in hiring IT personnel.
[Generative AI] Regardless of the industry, it seems that companies in the USA tend to seek AI skills when hiring IT personnel. Reports indicate that about a quarter of IT job postings in the USA require AI skills, according to job data. In addition to the 'Information' field, 'Financial' companies such as Banks and consulting firms, as well as 'Specialty Services' companies, are said to be looking for Technology personnel who can use or build AI Algorithms and AI models.
Despite the fee of 0.03 million yen, ChatGPT and other services are becoming popular among the general public in the U.S.
There is a free version of the AI chatbot ChatGPT, but there is also an option to pay up to $200 per month (about 0.03 million yen) for unlimited access to more advanced models. Paid apps like the AI image generation app "Midjourney" and the design app "Canva," which cost around $10 per month, are also reportedly gaining popularity. According to a recent Gallup poll, more than 35% of Americans use AI-equipped products at least once a week.
Reasons why AI investment is not slowing down [GAINIANBANKUAI for today].
Although questions temporarily arose among investors regarding the generated AI, it has been reported that the funds poured into Artificial Intelligence (AI) by major tech companies, governments, and venture capitalists have ballooned to an unprecedented scale. AI technology is shifting from traditional large-scale language models to inference models and AI agents. Although inference models are based on large-scale language models, it seems that the responses consume many times more microchips and Electrical Utilities.
Google is reallocating resources to AI, ETC.
According to sources, Google, a subsidiary of Alphabet, has conducted layoffs in its cloud division to redirect resources towards investments in Artificial Intelligence (AI) and other areas. It is reported that major Technology companies are being urged to invest in AI technology without compromising on profits. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993> PKSHA
AI-native companies are growing rapidly.
AI-native companies have various characteristics, and a common tendency reported is that they perceive AI as more than just a tool to enhance productivity or improve specific investment returns. It is understood as a way to replace the structured processes that were central to companies in the era of industrialization with fast and powerful AI and reasoning.
Cisco, the increase in infrastructure spending by companies utilizing AI is a tailwind.
On the 12th, Cisco presented a strong revenue outlook for the period from February to April (third quarter), driven by the increasing infrastructure expenditures of companies utilizing Artificial Intelligence (AI) technology. Corporate clients appear to be enhancing their network systems to accelerate the creation and use of AI.
Hotto Link To Go Ex-Dividend On December 29th, 2025 With 3 JPY Dividend Per Share
February 14th (Japan Standard Time) - $Hotto Link(3680.JP)$ is trading ex-dividend on December 29th, 2025.Shareholders of record on December 31st, 2025 will receive 3 JPY dividend per share. The ex-
Hotto Link To Go Ex-Dividend On June 27th, 2025 With 3 JPY Dividend Per Share
February 14th (Japan Standard Time) - $Hotto Link(3680.JP)$ is trading ex-dividend on June 27th, 2025.Shareholders of record on June 30th, 2025 will receive 3 JPY dividend per share. The ex-dividend
Hotto Link: Extraordinary Report
Hotto Link FY Loss Y564.00M Vs Net Y226.00M
Hotto Link: Summary of financial results for the fiscal year ending 2024/12 [IFRS] (consolidated)
Hotto Link: Notice regarding changes in dividend policy and dividend forecast for the next fiscal year
Hotto Link: Notice regarding the recording of impairment losses and differences between full-year earnings forecasts and actual results
Hotto Link: Supplementary material for the full year ending 2024/12 financial results summary
Sun Electric ETC [Stocks with intriguing features seen from Volume changes]
Stock closing prices compared to the previous day Volume *<1826> Sada Construction 108,288,465,000 *<7035> anfacs 2,145,764,300 *<4998> Fumakiller 1,090,569,700 *<9930> Kitazawa Sangyo 37,928,103,800 *<8166> Takaki 1,336,218,300 *<3625> Tech Farm 72,110,034,8700 *<4320> CEHD 64,679,468,900 *<2454> All About 3,611,141,900 *<8600> Tomo.
The investor group led by Mr. Mask has proposed a buyout of OpenAI.
It has been reported that a group of investors led by Elon Musk offered $97.4 billion (approximately 14 trillion 800 billion yen) to acquire the nonprofit organization that manages the operations of OpenAI in the USA. Tensions are escalating between CEO Sam Altman and Musk regarding OpenAI, the developer of the generative Artificial Intelligence (AI) "ChatGPT." <6702> Fujitsu <7046> TDSE <401
U.S. large tech stocks still have room for growth.
[Generative AI] Wall Street's AI (Artificial Intelligence) stock purchases slowed down last week, but investors are reportedly still adhering to strategies that have performed well over the past two years. It is reported that investors are preparing for further increases in large tech stocks by entering into Single Option contracts that would allow them to profit if the stock prices of Apple and Amazon.com rise in the coming weeks. <6702> Fujitsu <7046> TDSE <4011> Head U.
The AI investment competition, with Google in hot pursuit.
[Generative AI] Google and its parent company Alphabet revealed plans to allocate $75 billion (approximately 11 trillion 500 billion yen) for capital expenditures in the fourth quarter of 2024. This is a significant increase compared to last year's $52.5 billion and corresponds to 19% of this year's revenue anticipated by Wall Street. <6702> Fujitsu <7046> TDSE <4011> Headwaters <3993>