A look at Tokyo-based neocloud provider Datasection, which sources say has a $1.2B+ contract giving Tencent access to a large share of its 15K Blackwell chips
Contracts with Chinese tech giant have rapidly turned Datasection into one of Asia's biggest ‘neoclouds’
Source: Tencent has secured access to Nvidia's Blackwell chips through a cloud service operated by Tokyo-based Datasection
Jacob Adelman / Barron's Online :
Tokyo-based Resonac, a crucial cutting-edge chip chemicals supplier whose shares are up 40%+ YTD, says it has bolstered China production capacity to meet demand
Bloomberg :
Japan faces data center bottlenecks due to labor shortages, rising costs, and outdated building processes; DC Byte: Japan's capacity has tripled over five years
TOKYO — Since relocating his Tokyo office in August to accommodate a growing team, veteran construction consultant Takehiko Yuge …
At a Tokyo forum, Masayoshi Son says he “was crying” over SoftBank selling its $5.83B Nvidia stake but “I just had more need for money to invest in OpenAI”
here's why FII Institute on YouTube : FII PRIORITY Asia | Watch the official livestream (En) Markus Kasanmascheff / WinBuzzer : SoftBank's Masayoshi Son Says He ‘Cried’ About Selling Nvidia Stake to F...
Tokyo-based Sakana AI raised a ~$135M Series B from MUFG, Khosla, Macquarie, NEA, Lux, and others at a ~$2.6B valuation, becoming Japan's most valuable unicorn
At present, we are seeing a record amount of capital pouring … eWeek : Sakana AI Becomes Japan's Most Valuable Unicorn Maija Palmer / Global Corporate Venturing : ‘Big in Japan’ is not enough — where ...
Tokyo-based Turing, which is developing an AI model for self-driving vehicles, raised a ~$99M Series A, sources say at a ~$388M valuation, nearly 4x from 2024
Min-Jeong Lee / Bloomberg :
Japanese chip material maker Tekscend rose 13% in its Tokyo debut after raising ~$1B in its IPO; Tekscend makes photomasks for moving tiny circuits onto wafers
Yasutaka Tamura / Bloomberg :
Sources: Tokyo-based Renesas is exploring a sale, valued at close to $2B, of its timing unit that supplies timing components for data centers and 5G networks
- Texas Instruments, Infineon are among potential buyers, according to sources — Unit supplies critical timing components for data centers, 5G networks
Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom
Kioxia Holdings Corp. anticipates demand for NAND storage will grow by roughly 20% each year as AI data center operators keep scaling up.