★ Top 10 Popular Themes

1. Data centers

2. Physical AI

3. Semiconductors

4. Recycling

5. Semiconductor manufacturing equipment

6. Defense

7. Drones

8. Storage batteries

9. Artificial intelligence

10. Space development

According to the "Popular Theme Rankings" compiled by Minkabu and Kabutan, "Artificial Intelligence" ranked 9th.

SoftBank Corp. <9434>, NEC Corporation <6701>, FUJITSU LIMITED <6702>, NTT Data Group under NTT, Inc. <9432>, and the Graduate School of Interfaculty Information Studies at the University of Tokyo established the "xIPF Consortium" on the 10th, aimed at creating new value and solving social issues through the integration of artificial intelligence (AI) and data. This initiative is expected to promote the creation of new services and value utilizing AI across a wide range of fields.

Additionally, on the 12th, media reports revealed that four companies?SoftBank Corp, NEC, HONDA MOTOR CO., LTD. <7267>, and SONY GROUP CORPORATION <6758>?established a new company called "Japan AI Foundation Model Development" to develop domestic AI. The government is reportedly considering support, drawing attention as a public-private initiative.

The background to the successive formation of Japanese consortiums appears to be that AI technology is rapidly advancing, making it difficult for single companies to respond alone, while global development competition is intensifying. The Japan Growth Strategy Council, established as a command center for achieving economic growth?a top policy priority of the Takaichi Sanae administration?has designated this as one of its "17 Strategic Fields," making related stocks worth watching closely.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.