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NVDA may partner with SoftBank for Japan-based AI servers, Shay Boloor reveals

NVDA may partner with SoftBank for Japan-based AI servers, Shay Boloor reveals
NVDA and SoftBank consider Japan AI servers

Shay Boloor, industry influencer, reports that NVDA is in discussions with SoftBank to support the development of made-in-Japan AI servers.

SoftBank is considering plans to design and assemble domestic AI server components by the end of the decade.

Boloor has previously highlighted calls for higher semiconductor valuations. DA Davidson recently set a $1,000 price target on Micron, citing strong AI-driven memory cycles and compute demand. The firm also pointed to AI as a driver of a new memory cycle shaping Strategy’s valuation outlook.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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