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“Japan announced a $2.3T AI and semiconductor roadmap through fiscal 2040 focused on chips, physical AI & industry-specific vertical AI.”
@RJCcapital
Japan's $2.3T chip/AI roadmap through 2040 creates massive long-term demand across the entire semiconductor supply chain.
SMHLONG@ $643.44
$530.17-17.60%
since call Jun 24
in postLONG
“The U.S. is spending trillions on AI infrastructure, China is spending trillions and now Japan is committing massive capital to the same race.”
@RJCcapital
US, China, and now Japan all spending at sovereign scale on AI infrastructure, each round requiring more GPUs from the dominant supplier.
NVDALONG@ $198.96
$199.85+0.45%
since call Jun 24
peak +6.1%
TIMESTAMPS
in post
in post