Top NVIDIA-Related AI Semiconductor Stocks (US & Japan)

This site is a great place for me (@mifsee(2) has been working on company and stock analysis while learning privately.

This is only a record of my personal analysis and the contents may contain errors or information that differs from the actual situation. Please understand in advance when viewing this site.

Introduction.

a pioneer in AI technology.NVIDIAhas achieved phenomenal stock price growth, with a share price of 2431 TP3T in 2023, and continues to do so in 2024. The company's market-leading influence is immeasurable, as it has grown to over $2 trillion in market capitalization, making it the world's third largest company.

The AI wave has just begun and its impact will continue to spread.
Many investors are turning to NVIDIA and other related companies.

While NVIDIA's stock continues to appreciate, its growth potential is still significant and offers new investment opportunities, but a soaring stock price also comes with risks, so careful judgment is required.

NVIDIA's success is supported by its numerous partners and affiliates.

This section introduces companies listed in the U.S. and major Japanese companies that are linked to NVIDIA, and summarizes the core U.S. stocks that are NVIDIA-related.

NVIDIA: Dominating AI Semiconductors – Growth and Stock Outlook

For the novice investor looking to get started with NVIDIA (NVIDIA), this article provides an in-depth look at the company's corporate profile, technological innovations, financials, market position, and future prospects. We will highlight the company's influence and what you need to know about it as an investor.

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NVIDIA Semiconductor, Manufacturing & Component Related Stocks (U.S. stocks)

Taiwan Semiconductor Manufacturing Corporation (TSMC) [TSM] (TSM)

NVIDIA is a fabless manufacturer without a semiconductor manufacturing plant.
Its manufacturing is outsourced, and TSMC (Taiwan Semiconductor Manufacturing Company) is known as the world's largest independent semiconductor foundry, manufacturing semiconductors such as NVIDIA's H100 GPU based on technology and architecture developed by NVIDIA.

NVIDIA's success is largely due to its close relationship with TSMC, and the two companies also collaborate on joint research and development on cutting-edge semiconductor manufacturing process technologies.

Real-time stock price chart of TSMC [TSM

Synopsis [SNPS].

Synopsys is an important partner for NVIDIA.

Synopsys is a leading supplier of electronic design automation (EDA) tools and semiconductor IP, playing a key role in the semiconductor design and verification process.

By utilizing Synopsys' EDA tools and IP when designing its GPUs and other semiconductor products, NVIDIA is able to efficiently and accurately design semiconductor products and deliver high-performance, low-power products to the market.

Synopsys and NVIDIA have a collaborative relationship in the areas of semiconductor design and AI/machine learning and maintain a close relationship with each other.

Real-time stock price chart of Synopsys [SNPS

Cadence Design Systems [CDNS].

Cadence Design Systems and NVIDIA are collaborating on a wide range of areas in electronic design automation (EDA), system design and analysis, digital biology, and AI.

Both companies developed innovative solutions to reinvent design using accelerated computing and generative AI.
Through the integration of Cadence's new Reality Digital Twin Platform and NVIDIA Omniverse, the company is significantly accelerating data center design and simulation workflows and improving energy efficiency.

Cadence's Orion molecular design platform has also been integrated with NVIDIA's BioNeMo, greatly accelerating the approach to drug discovery .

The relationship between the two companies builds on a long-standing relationship and has resulted in important partnerships in areas as diverse as AI-driven digital and custom IC design, hardware and software verification, and system design and analysis.

Real-time stock price chart of Cadence Design Systems [CDNS

Micron Technology [MU].

Micron Technology supplies memory for NVIDIA's high-performance GPUs; NVIDIA's new GPUs use Micron's high-speed memory to improve gaming and AI processing speed.

Micron is also working with NVIDIA on storage technology to achieve faster processing of data.

In addition, Micron has developed a new type of memory called HBM3E.
This new memory is also used in some of NVIDIA's GPUs because it is faster and consumes less power than its predecessors.

High Bandwidth Memory (HBM) technology is especially important in AI and deep learning because it can process data quickly.
Micron's advanced memory technology is essential to NVIDIA's continued development of high-performance GPUs.

RELATED:Micron Technology: HBM Memory Growth and Stock Potential

Micron Technology [MU] real-time stock price chart

Micron Technology: HBM Memory Growth and Stock Potential

Micron Technology, a hot topic in the AI semiconductor market, has a close relationship with NVIDIA, and Micron's high-bandwidth memory (HBM) is essential to the performance of its advanced AI semiconductors. This article focuses on Micron's business, strengths, and prospects.

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ASML Holding [ASML] (Japan)

ASML is a Dutch semiconductor equipment manufacturer and a world leader in providing advanced semiconductor manufacturing equipment, including extreme ultraviolet (EUV) lithography technology.

ASML equipment is an integral part of the manufacturing process for semiconductor products designed by NVIDIA. For its GPUs and other semiconductor products, the company uses ASML's technology to achieve smaller, higher-performance transistors.

This technology allows NVIDIA's products to maintain their energy-saving characteristics while providing advanced computing performance.

In addition, ASML and NVIDIA are involved in joint research and development for semiconductor manufacturing innovations, and through this collaboration, both companies contribute to technological advances in the semiconductor industry. The two companies are also involved in joint research and development for innovations in semiconductor manufacturing technology.

Real-time stock price chart of ASML Holding [ASML

ARM Holdings [ARM] (Japan)

In the past, NVIDIA hasArmThe acquisition was ultimately abandoned after regulatory approvals were not obtained.

Today, NVIDIA continues to work with Arm as a licensee of its technology, and Arm's processor designs and software platforms are used in many devices, from sensors to smartphones to supercomputers.

NVIDIA maintains a long-term partnership with Arm and continues to collaborate in the area of AI-enhanced computing.

Real-time stock price chart of ARM Holdings [ARM

Arm Holdings: Future Prospects and Stock Outlook

Explore the public listing and the story behind Arm (Arm Holdings), which is making great strides in the industry's leading market share in semiconductor structure mechanics; Arm's history, current performance, and future prospects detail the impact of ARM architecture technology on our lives and the potential for investment. ARM is a leading global provider of technology and services for the global marketplace.

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Fabrynet [FN].

Fabrinet is a supplier of optical technology products to NVIDIA.

In particular, Fabrinet is producing optical cables for NVIDIA that can transfer data for AI technology at speeds of over 800 GB between hardware platforms.
These products play an important role in the development of machine learning and AI technologies and contribute significantly to Fabri-net's revenues.

In addition, NVIDIA has outsourced part of its manufacturing process to Fabricnet, leaving Fabricnet to manage the supply chain from parts procurement to final product shipment.

Real-time stock price chart of Fabrynet [FN

Vertive Holdings [VRT].

VERTIVE HOLDINGS, Inc.is working with NVIDIA as a member of the NVIDIA Partner Network.
Vertive offers expertise and a complete portfolio of power and cooling solutions to address the unique infrastructure challenges associated with accelerated computing.

The two companies have collaborated in designing innovative products and solutions to support NVIDIA's advanced platform and assist in the deployment of AI infrastructure worldwide.

In addition, Vertive recently announced the acquisition of CoolTera Ltd. to enhance its liquid cooling technology for data centers.
CoolTera offers liquid cooling infrastructure solutions that enhance Vertive's thermal management portfolio and provide expertise and technology to address the cooling requirements of high-density computing.

Through these efforts, Vertive is helping the industry grow by providing advanced cooling solutions to support data center and AI deployments.

The cooperation between Vertive and NVIDIA builds a beneficial relationship for both companies as the demand for advanced computing technology increases.

RELATED:What is Vertive Holdings, a cooling technology for AI servers? Future Prospects and Stock Price Outlook

Real-time stock price chart of Vertive Holdings [VRT].

https://mifsee.com/vrt

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FLEX [FLEX].

Flex (Flex) has partnered with NVIDIA to develop next-generation mobility solutions, specifically leveraging NVIDIA's products and technology.

Flex has joined NVIDIA's partner network to provide an edge computing platform that leverages NVIDIA's AI and GPU technologies, and through this collaboration, is helping to enable AI solutions in a variety of industries.

Specifically, Flex has adopted NVIDIA's NVIDIA DRIVE platform to develop automated driving and advanced in-vehicle systems.
This gives Flex a competitive edge in the areas of edge computing and AI, and provides solutions for the automotive industry that leverage NVIDIA's advanced technology.

This partnership enables Flex to improve the performance and efficiency of its product offerings and provide its customers with cutting-edge technology.

Flex [FLEX] real-time stock price chart

Stocks related to AI servers with NVIDIA products (U.S. stocks)

Super Micro Computer [SMCI].

Supermicro (Supermicro)is working closely with NVIDIA to provide top-class servers for AI, deep learning, HPC (high performance computing), and generative AI.

In particular, it offers a new GPU server featuring the NVIDIA HGX H100 8-GPU system, which is expected to deliver up to a 9x performance improvement over the previous generation for AI training applications.

The super microcomputer also offers NVIDIA® OVX™ second-generation computing systems for 3D collaboration, metaverse, and digital twin simulation.
The system is powered by NVIDIA L40 GPUs and supports up to eight GPUs. This allows customers to deploy a graphics and simulation infrastructure for building and operating metaverse applications.

These efforts demonstrate that Super Microcomputer and NVIDIA are working together to accelerate the era of AI and the Metaverse, supporting industry innovation by providing servers optimized for AI-related applications.

Real-time stock price chart of Super Micro Computer [SMCI

Supermicro (SMCI): Rapid Growth in AI Servers – Future and Stock Outlook

An in-depth analysis of SMCI's fastest-growing business segment in AI servers, including performance, product environment, and financial highlights. From insights into future growth prospects based on the latest financial results and market trends...

mifsee.com

Dell Technologies [DELL

Dell Technologies, Inc.and NVIDIA have a close working relationship in the field of AI.

The systems, which include Dell PowerEdge servers with NVIDIA NVIDIA H100 GPUs and L40S GPUs from NVIDIA, are dedicated to AI training, deep learning, HPC (high performance computing), and generative AI. These systems accelerate AI-enabled business transformation and help companies easily adopt AI .

In addition, Dell and NVIDIA have jointly introduced Project Helix, a full-stack solution that facilitates the building and use of on-premise generative AI models. This will allow companies to leverage their unique assets to create customized and powerful tools .

In addition, the partnership between Dell EMC and NVIDIA provides flexible deployment options specifically for AI applications. Examples include solutions that combine Dell EMC's PowerEdge C Series with NVIDIA's TESLA V100 Tensor Core GPUs and utilize pre-verified hardware and software stacks for deep learning.

Real-time stock price chart of Dell Technologies [DELL

DELL: AI Server Demand Driving Stock Growth

As AI services become increasingly popular, the market for AI server infrastructure is rapidly growing in demand, and we will focus on Dell Technologies, the next hot company in this important field, to delve deeper into its business, its unique strengths in AI servers, and its future prospects.

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Pure Storage [PSTG].

Pure Storage (PSTG) is working closely with NVIDIA to provide a number of advanced solutions in the area of AI infrastructure.
A specific example of this partnership is AIRI (AI Ready Infrastructure), a full-stack AI infrastructure solution that combines NVIDIA's DGX systems with Pure Storage's FlashBlade//S storage.
The platform simplifies the deployment of AI and enables scalable and efficient data management.

In addition, it offers an OVX server storage reference architecture that provides enterprise customers with a flexible infrastructure for efficient high-performance model training and inference. This new reference architecture is integrated with NVIDIA's L40s GPUs to support advanced AI workloads such as generative AI and real-time simulation.

Pure Storage also offers specialized AI solutions for the financial, healthcare, and public sector industries, accelerating the adoption of AI in these industries.

It provides an environment where AI development and data science teams can focus on rapid experimentation and model building without having to worry about infrastructure complexity.

Thus, through its cooperation with NVIDIA, Pure Storage supports the implementation and operation of enterprise AI and provides a high-performance and efficient AI infrastructure.

Real-time stock price chart of Pure Storage [PSTG

Arysta Networks [ANET

Arysta Networks (ANET) is working with NVIDIA to provide an integrated AI data center solution.
The partnership aims to unify the compute and network domains to build, manage, and monitor AI clusters as a single managed entity, which will reduce job completion times and improve efficiency for generative AI networks.

Specifically, Arysta utilizes NVIDIA's BlueField-3 SuperNIC to implement AI agents.
This agent facilitates communication between the network and the host and assists in the configuration and optimization of the AI cluster.
This will allow the entire AI data center to be managed and optimized as a single homogeneous solution.

In addition, by using remote AI agents based on Arysta's Extensible Operating System (EOS), network configuration and quality of service (QoS) can be consistently maintained end-to-end, from network switches to servers and SuperNICs. The system can be used to

This cooperation will centralize the management of AI clusters and enable rapid detection and response to performance degradation and failures.

Thus, Arista Networks is working with NVIDIA to provide advanced AI data center solutions, enabling integrated AI and network management and optimizing AI infrastructure for the enterprise.

Real-time stock price chart of Arysta Networks [ANET

Stocks supporting distribution, sales and installation of NVIDIA products (U.S. stocks)

Insight Enterprises [NSIT].

Insight Enterprises is a partner company that sells and supports the implementation of NVIDIA products and solutions.

In 2024, the company was recognized as an NVIDIA Partner Network (NPN) America Software Partner of the Year. This is due to outstanding achievements in providing software, systems, and services to help clients integrate AI into their operations .

Insight not only distributes products, but also supports the implementation of NVIDIA's AI/Data Analytics/HPC/VDI and other solutions.
The company provides services to design and build systems using NVIDIA technology to meet customer needs, accelerating the implementation of deep learning and IoT solutions in areas such as manufacturing, preventive medicine, and self-driving cars.

Insight Enterprises [NSIT] real-time stock price chart

Arrow Electronics [ARW].

Arrow Electronics is the primary distributor and solution provider for sales and service of NVIDIA's products, and the two companies have a close relationship.

Arrow Electronics is a key partner in the worldwide distribution of NVIDIA's GPU and Accelerated Computing products. The company is responsible for selling and distributing NVIDIA's products to a variety of industries and companies.

Arrow Electronics is more than just a distributor; it also provides AI, HPC, data center, and other solutions that leverage NVIDIA products, and provides technical support to enable the use of NVIDIA technology in a variety of applications.

NVIDIA and Arrow Electronics have agreed to work more closely together in a strategic partnership in 2022. Collaboration is expected in future growth areas such as AI, metaverse, and automated driving.

Real-time stock price chart of Arrow Electronics [ARW

Accenture [ACN].

Accenture is collaborating with NVIDIA on several projects.

In one recent example, Accenture, NVIDIA, and Service Now (NOW) launched a program called AI Lighthouse.

The program aims to accelerate the development and adoption of generative AI capabilities for enterprises, helping them design, develop, and implement new use cases in a variety of areas including IT service management, customer service management, and employee experience .

Accenture is also leveraging NVIDIA's Omniverse platform and Edify powered model to deliver AI-driven immersive client experiences in a project called Defender.

The project combines the digital twin of the automobile with real-time graphics for new content creation and interactive personalization.

These collaborations show how Accenture can leverage NVIDIA's technology to deliver new value to clients and accelerate digital transformation.

Accenture [ACN] Real-time stock price chart

Companies collaborating with NVIDIA on AI technology (U.S. stocks)

SoundHound AI (SoundHound) [SOUN

Soundhound AI is a company that develops speech AI technologies such as speech recognition and speech synthesis.
The two companies are collaborating in the field of voice AI, utilizing NVIDIA's GPUs to develop these technologies.

Hound, the AI voice assistant developed by SoundHound, leverages NVIDIA's GPUs to achieve advanced speech recognition and synthesis processing.
NVIDIA has invested in SoundHound AI to support its technology, which is being deployed in a variety of areas, including restaurant ordering systems and voice assistants in cars.

SoundHound AI has also recently accumulated an order backlog along with an increase in sales, which is expected to lead to future growth.
NVIDIA's investment shows its trust and support for SoundHound AI's innovative voice-based AI technology, making it a company to watch.

Real-time stock price chart of Soundhound AI [SOUN

Recursion Pharmaceuticals [RXRX].

Recursion Pharmaceuticals, a biopharmaceutical company, is collaborating with NVIDIA to accelerate AI-powered drug discovery.

The partnership includes a $50 million investment from NVIDIA that will be used to develop AI infrastructure models for biology and chemistry.
Through this collaboration, Recursion is using NVIDIA's GPU-equipped supercomputer to search for and evaluate drug candidates.

Through this collaboration, we are also considering offering AI models on NVIDIA's BioNeMo platform to commercial partners in order to streamline drug discovery and accelerate the development of new treatments.

The cooperation between Recursion and NVIDIA is an important step in advancing the use of AI in the drug discovery process, and joint research and development by the two companies is expected.

Real-time stock price chart of Recursion Pharmaceuticals [RXRX].

Nano-X Imaging [NNOX

Nano-X Imaging is a developer and manufacturer of medical X-ray imaging equipment.

The company has integrated NVIDIA's AI technology into its proprietary Nanox.ARC X-ray imaging system.
By using NVIDIA's GPU and AI Software SDK, high-quality X-ray images are generated.

Nano-X Imaging is working with NVIDIA to develop an AI-based X-ray imaging system. The two companies are working closely with each other's engineers to realize products that meet the needs of clinical practice.

In addition, Nano-X Imaging aims to provide affordable x-ray imaging solutions to developing countries and rural health care systems in the United States where capital is limited. The company has developed artificial intelligence systems and teleradiology services (tele-radiology diagnostics) with the ability to remotely analyze images generated by its hardware.

Real-time stock price chart of Nano-X Imaging [NNOX

Summary of NVIDIA-related stocks and U.S. stocks

Below is a table data summarizing the stocks related to NVIDIA in the U.S. introduced.

Related Japanese stocks that contribute to NVIDIA's semiconductor manufacturing (Japanese stocks)

Advanced technology and high-precision equipment are essential to NVIDIA's AI chip manufacturing, and companies from around the world contribute to the manufacturing process.

In particular, a group of Japanese companies play a key role in NVIDIA's AI chip production, especially through the supply of semiconductor manufacturing equipment, semiconductor materials, and test equipment.

From here, we will focus on Japanese companies that are important partners of NVIDIA in AI chip manufacturing and delve into how these companies work with NVIDIA to manufacture AI chips and help sell them.

*The real-time chart cannot be embedded in Japanese stocks, so it is displayed as a link.

Advantest [6857].

Advantest is a leading company in the field of semiconductor test equipment with a global market share of 57%.
Adtest's test equipment is essential in a wide range of phases, from development to mass production of complex, high-capacity generative AI semiconductors.

NVIDIA, which designs and develops GPUs for generative AI almost exclusively, nominates and uses test equipment from Advantest.

Advantest provides test systems for semiconductors with NVIDIA GPUs. In particular, the V93000 AX3P5, a solution for testing high-end GPUs, is designed to efficiently test the latest GPUs, and has an almost exclusive share of the GPU test equipment market.

Stock Price (6857) Chart (Yahoo! JAPAN Finance)

Tokyo Electron [8035].

Tokyo Electron is a major semiconductor equipment manufacturer with the third largest market share in the world.
The company is known as a semiconductor-related company that plays an important role in the field of AI technology, an area of focus for NVIDIA.

Advanced process technologies such as lithography, etching, physical vapor deposition (PVD), chemical vapor deposition (CVD), and cleaning systems provided by TEL are essential for AI semiconductor manufacturing.

AI chips have more transistors than conventional chips and require precision manufacturing technology to achieve high computing power. TEL's equipment plays an important role in the manufacturing process of these high-performance AI chips in various processes, including circuit pattern formation, material deposition, and surface treatment.

Stock Price (8035) Chart (Yahoo! JAPAN Finance)

Other semiconductor manufacturing related issues

Companies specializing in semiconductor manufacturing equipment and processing processes play an important role in the manufacturing process of high-performance semiconductors due to their high global market share and technological capabilities, even when they are not directly related to NVIDIA.

For example, TOWA [6315], known for fabricating semiconductor molds, and SCREEN Holdings [7735], which provides silicon wafer cleaning equipment, have indirectly contributed to the success of companies like NVIDIA that manufacture advanced semiconductors.

These companies are vital to NVIDIA's growth and the progress of the semiconductor industry as a whole.

NVIDIA Product & Solution Sales Partner (Japan Stock)

Kudan [4425].

Kudan has joined the NVIDIA Partner Network and is developing a new version of 3D-Lidar SLAM specifically for Jetson, NVIDIA's edge AI platform.

The technology is used in autonomous mobile robot (AMR) applications and is optimized for NVIDIA's Jetson AI and robotics platform.

Additionally, Kudan will participate with NVIDIA at the GPU Technology Conference (GTC) in March 2024, the world's largest AI technology conference. Here, Kudan will collaborate with Vecow in Taiwan to conduct live demonstrations using the technology and the Mixed Reality Development Kit (MRDK).

These efforts demonstrate that Kudan is working closely with NVIDIA to drive technology development in the areas of AI and robotics, and the relationship between the two companies is contributing significantly to technological advancement.

Stock Price (4425) Chart (Yahoo! JAPAN Finance)

ZDEP Advance [5885].

Zidep is a systems incubation business that provides hardware, NVIDIA graphics, AI learning, and storage solutions for big data.

The company is certified by NVIDIA as an official partnership system integrator, specializing in server and workstation products with high-performance CPUs and GPUs.

GIDEP Advance also continues to participate in the GPU Technology Conference (GTC), an annual event organized by NVIDIA.
The company is actively engaged in providing solutions in the areas of big data and AI using NVIDIA's cutting-edge technology, contributing to technological advances in these fields.

Stock Price (5885) Chart (Yahoo! JAPAN Finance)

GMO Internet Group [9449].

GMO Internet has launched GIGASTREAMvUY, a virtual GPU (vGPU) cloud service powered by NVIDIA's latest GPU, NVIDIA A100. This service allows users to efficiently conduct machine learning and AI development.

The company is working to strengthen its AI business, and the use of GPUs is at the core of this effort.
In particular, the company is focusing on expanding its AI services using NVIDIA's GPUs, focusing on technological innovation and improving service offerings in this area.

GMO Internet has strengthened its collaborative relationship with NVIDIA by providing high-performance AI cloud services using NVIDIA's GPUs. Through this relationship, GMO is seen as contributing to the development of AI technology and providing value to customers.

Stock Price (9449) Chart (Yahoo! JAPAN Finance)

Net One Systems [7518].

Net One Systems provides AI servers and GPU cloud services powered by NVIDIA's GPUs.In September 2022, through a partnership with NVIDIA, Net One Systems announced its GPU cloud service, NWAVTOR Cloud. This service can utilize NVIDIA's latest GPUs, A100 and A30.

Net One Systems is also a domestic reseller partner of NVIDIA's AI platform, NVIDIA AI Enterprise, and is providing edge AI solutions and jointly developing AI services.

Stock Price (8035) Chart (Yahoo! JAPAN Finance)

Argo Graphics [7595].

Argographics is a company that operates a product lifecycle management (PLM) business and an electronic design automation tool (EDA) business, and has one of the best track records of 3D CAD software installations in Japan.

This company has achieved the highest ranking as an NVIDIA Virtualization Elite partner and offers NVIDIA vGPU (virtual GPU) solutions.

The solution enables multiple virtual machines and virtual applications to utilize NVIDIA's GPU technology to provide customers with advanced graphics processing capabilities. Argographics is developing graphics solutions that meet the needs of its customers with its advanced technological capabilities.

Stock Price (7595) Chart (Yahoo! JAPAN Finance)

Kanematsu [8020].

Kanematsu Electronics, a subsidiary of Kanematsu Corporation, provides virtual desktop infrastructure (VDI) solutions utilizing NVIDIA's virtual GPU (vGPU) technology.

Through this collaboration, Kanematsu Electronics integrates NVIDIA's GPU virtualization technology into its VDI solutions to help realize secure and high-performance remote desktop environments.

The solution combines Kanematsu Electronics' expertise with NVIDIA's advanced technology to provide users with a high-quality virtual desktop experience.

Stock Price (8020) Chart (Yahoo! JAPAN Finance)

Ascentech [3565].

Ascentec is a company with a core focus on providing virtual desktops, cloud infrastructure, and cloud services.

Certified as an "Elite Partner," NVIDIA's highest partner level, Asentech provides high-value-added telework systems and virtual desktop solutions by combining NVIDIA's advanced solutions with Asentech's VDI (virtual desktop infrastructure) solutions. By combining NVIDIA's advanced solutions with Ascentec's VDI (Virtual Desktop Infrastructure) solutions, users can enjoy a secure and efficient remote work environment.

Ascentec is leveraging NVIDIA's technology to help companies with their digital transformation.

Stock Price (3565) Chart (Yahoo! JAPAN Finance)

New Tech [6734].

New Tech is a dedicated storage product manufacturer that handles the development, sales, and maintenance of storage products in an integrated manner.

The company sells water-cooled GPU workstations manufactured by Super Micro Computer, Inc. that can be equipped with NVIDIA's A100.

Furthermore, New Tech has been certified as a domestic sales partner of DGX Systems, a high-performance AI system equipped with many of NVIDIA's latest GPUs, and is focusing on developing and selling deep learning solutions that utilize NVIDIA's cutting-edge GPU technology.

Stock Price (8035) Chart (Yahoo! JAPAN Finance)

HPC Systems [6597].

HPC Systems is a provider of NVIDIA GPU-based high-performance computing (HPC) systems and AI solutions.

The company is certified under the NVIDIA DGX Foundry Partner Program and offers its own TSUGAMI/ZEC series of products equipped with NVIDIA's latest GPU technology to the market. These products are widely used in the deep learning and AI fields.

As a strategic partner of NVIDIA, HPC Systems co-develops and markets HPC systems and AI solutions incorporating the latest GPU technology, and the company is positioned as one of NVIDIA's key solution providers in the AI/HPC field.

Stock Price (6597) Chart (Yahoo! JAPAN Finance)

Applied [3020].

Applied is a Fukuoka-based company operating in western Japan, selling PCs and games, special PC sales, IT implementation support, system integration sales to government agencies and universities, and wholesale B2B sales.

As a solution provider, the company combines technology expertise and services to provide added value to its customers.

Applied designs, resells, and deploys NVIDIA GPU computing solutions to meet customers' business and technical requirements, and the company offers advanced solutions to meet diverse customer needs.

 Stock Price (3020) Chart (Yahoo! JAPAN Finance)

Macnica Holdings [3132] (Japan)

Macnica Holdings is a trading company specializing in the electronics and information communications fields, and is engaged in the planning, development and sales of semiconductors and network-related equipment.

Macnica is an authorized distributor of NVIDIA in Japan and supports the implementation of the latest NVIDIA software platforms, including NVIDIA AI Enterprise.

Through the AI TRY NOW PROGRAM, Macnica provides an environment where customers can pre-verify the latest NVIDIA software platforms, allowing companies to try the software in a real-world environment before implementing AI.

Macnica has also initiated a program to validate quantum circuit simulations utilizing NVIDIA GPUs, demonstrating its deep relationship with NVIDIA.

Stock Price (8035) Chart (Yahoo! JAPAN Finance)

Tokyo Electron Device [2760].

Tokyo Electron Device is a technology trading company and a member of the Tokyo Electron group, providing cutting-edge semiconductors and network systems.

The company is a domestic distributor of NVIDIA products and one of the few NVIDIA SuperPOD partners in Japan.
Through this partnership, the company offers a full-stack data center platform capable of handling large-scale AI and HPC workloads.

The company has leveraged NVIDIA products and its extensive expertise in building AI infrastructure to provide strong support for the construction of NVIDIA network solutions. In this way, Tokyo Electron Device is playing an important role in the areas of AI and networking.

Stock Price (2760) Chart (Yahoo! JAPAN Finance)

Summary of NVIDIA-related stocks and Japanese stocks

Below is a table data summarizing the introduced Japanese NVIDIA-related stocks.

Extra: Nvidia-related virtual currencies and altcoins

In the world of virtual currencies, a new concept called Web3 (Web3) is gaining attention. This refers to a decentralized Internet based on blockchain technology, which aims to create a more secure and open Internet environment. In particular,DePIN (Distributed Physical Infrastructure Network)field, new virtual currencies are being created that utilize AI technology, and these may be related to NVIDIA's technology.

While it remains to be seen how these new virtual currencies will develop in the future, it is worth noting that new related stocks are emerging in areas based on NVIDIA's technology.

We will not go into the details of the transaction here, but we will show that such a trend exists.

NEAR Protocol (NEAR)

NEAR Protocol (NEAR) was originally founded in 2017 as an artificial intelligence startup called NEAR.AI, but expanded its business to blockchain technology in 2018. 2020 saw the Proof of Stake (PoS)-based Layer 1 MainNet as a blockchain was launched.

NEAR is a blockchain platform that enables the development of decentralized applications (dApp) with high scalability, user-friendly features, and a unique technical approach.

Illia Polosukhin, founder of the NEAR Protocol, attended NVIDIA's AI conference, NVIDIA GTC AI 2024, as a speaker, which helped bring attention to NEAR.

The NEAR Protocol has garnered attention in the blockchain industry for its unique technical features and the founders' contributions to the industry.

NEAR Protocol (NEAR)/USD real-time stock price chart

Akash Network (AKT)

Akash Network is a decentralized cloud computing platform that allows renting and sharing of GPU resources; listed on Coinbase on March 19, 2024; listed on the Coinbase on March 19, 2024; listed on the Coinbase on March 19, 2024; listed on the Coinbase on March 19, 2024. A very new virtual currency...

Akash Network provides computing resources, including NVIDIA GPUs, through its "Supercloud" system. This allows users to efficiently perform tasks that require high-performance GPU resources, such as AI model training and data processing.

The platform is a leading choice for companies and individuals who want to perform AI development and other GPU-intensive tasks in a decentralized environment. In particular, the Akash Network offers significant advantages for those wishing to utilize resources in an environment independent of traditional cloud providers.

Akash Network (AKT)/USD real-time stock price chart

summary

Through the preparation of this article, we have come across many new NVIDIA-related issues.
I myself do not invest in Japanese stocks, but there are a number of interesting issues that I will keep an eye on.

One brand that I personally pay attention to is the "Vertive Holdings (VRT)." and in server-related matters,super microcomputerwhich is considered to be the next in line for theDell Technologies (DELL)We are gradually holding them while keeping an eye on the situation around Nano-X Imaging (NNOX), which we see potential for AI technology in the medical field.

Also, in advanced semiconductor technology,Arm Holdings, Inc.It is also very interesting to note that companies such as ASML Holdings, Inc. and ASML Holdings, Inc. are gaining attention due to their uniqueness and strengths. These companies are at the forefront of technological innovation in the semiconductor industry, and we will be keeping a close eye on their future developments.

As for NVIDIA-related stocks, we will continue to consider investing in them as we see opportunities.