NVIDIA & SoftBank: Powering Japan's AI Revolution with AI Supercomputers and AI-5G Integration

NVIDIA and SoftBank have joined forces to revolutionize Japan's AI landscape, with a focus on building the nation's most powerful AI supercomputer and integrating AI with 5G networks. This collaboration, announced at NVIDIA AI Summit Japan, is set to drive innovation and growth across various industries.

The collaboration between NVIDIA and SoftBank is centered around two key initiatives: the development of Japan's most powerful AI supercomputer and the integration of AI with 5G networks. SoftBank is building the supercomputer using NVIDIA's Blackwell platform, which is expected to be Japan's most performant to date. This supercomputer will feature NVIDIA AI Enterprise software and Quantum-2 InfiniBand networking, making it ideal for developing large language models and other complex AI workloads.

In addition to the AI supercomputer, NVIDIA and SoftBank have achieved a significant milestone in AI-5G integration. SoftBank has successfully piloted the world's first combined AI and 5G telecom network using NVIDIA's AI Aerial platform. This breakthrough enables AI and 5G workloads to run simultaneously, opening new revenue streams worth billions of dollars for global telco operators.



The integration of AI and 5G networks, known as AI-RAN, transforms base stations from cost centers into AI revenue-producing assets. Traditional telco networks use only one-third of their peak capacity, but AI-RAN allows operators to monetize the remaining two-thirds for AI inference services. NVIDIA and SoftBank estimate that telco operators can earn roughly $5 in AI inference revenue for every $1 of capex invested in AI-RAN, unlocking billions of dollars in new revenue opportunities.

The collaboration between NVIDIA and SoftBank is not only transforming Japan's telecommunications industry but also driving innovation and growth in sectors like transportation, robotics, and healthcare. By leveraging the NVIDIA Blackwell platform, SoftBank is building Japan's most performant AI supercomputer, which will facilitate the development of large language models and generative AI. Additionally, the integration of AI and 5G through AI-RAN technology enables real-time data processing and edge AI inference, benefiting industries like healthcare with improved patient monitoring and diagnostics.

The NVIDIA-SoftBank collaboration is a testament to the power of strategic partnerships in driving technological advancements and economic growth. As AI and 5G networks continue to evolve, investors should keep a close eye on these innovations and their potential impact on various industries. By staying informed about market trends and maintaining a balanced investment strategy, investors can capitalize on opportunities and mitigate risks in the ever-changing landscape of technology and innovation.