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Last updated : 20/07/2026 - 14h40
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Nvidia and Japan Launch the World's First National AI Infrastructure

On July 16, 2026, Nvidia announced a partnership with the Japanese government and the country's industrial players to develop what the company describes as the world's first national AI infrastructure. This initiative aims to position Japan as a center of excellence in artificial intelligence technologies.


Nvidia and Japan Launch the World's First National AI Infrastructure

A Joint Government-Industry Project

The Japanese government, alongside industrial leaders and Nvidia, has launched a national AI infrastructure touted as a global first. This project structures a coordinated approach between public authorities and the private sector to develop the country's artificial intelligence capabilities.

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Context

Period
  • Period: 3T 2026
Guidance from the release
  • Blackwell sales are off the charts, and cloud GPUs are sold out.
  • Record Q3 revenue driven by Data Center ($51,2 billion). Strong gross margins (73,4 % GAAP). Significant customer and partner momentum (OpenAI, Google Cloud, Microsoft, Oracle, Anthropic, etc.). Substantial shareholder returns YTD and large remaining repurchase authorization.
Risks mentioned
  • Reliance on third parties for manufacturing, assembly, packaging and testing
  • Competition and technological development risks
  • Market acceptance and integration risks for products and partners
  • Regulatory and geopolitical risks
Opportunities identified
  • Accelerating compute demand across training and inference driven by AI
  • Large-scale partnerships and deployments (OpenAI 10 GW, Anthropic 1 GW, cloud providers)
  • New product families (Blackwell, Rubin CPX, BlueField-4) and performance leadership on MLPerf benchmarks
  • Geographic expansion investments (UK, Germany, South Korea, US manufacturing)
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