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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
CYBERDYNE, Alphapolis, ETC.
SMBC Nikko <7779> CYBERDYNE rating maintained at "Ichiyoshi" <9467> Alphapolis maintained at A rating "Morgan" <4478> Free maintained at EQUAL WEIGHT *The ratings for the above companies are based on our confirmation as of 03/21.
Asahi, MonotaRO ETC (additional) Rating
Upgrades - Bullish Code Stock Name Securities Company Previous Change After -------------------------------------------------------------- <4385> Mercari Morgan Stanley "Equal Weight" "Overweight" Downgrades - Bearish Code Stock Name Securities Company Previous Change After ----------------------------------------------------------------- <3
Rating information (Target Price change - Part 1) = JAL, RideLy ETC.
◎ Nomura Securities (3 tiers: Buy > neutral > Reduce) JAL <9201.T> -- "Buy" → "Buy", 3600 yen → 3700 yen National Guarantee <7164.T> -- "neutral" → "neutral", 6000 yen → 6100 yen NISSHO <7915.T> -- "neutral" → "neutral", 1750 yen → 1510 yen ◎ Daiwa Securities (5 tiers: 1 > 2 > 3 > 4 > 5) Ridley C <2585.T> -- "2" → "2", 2700 yen →
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.