NVIDIA Stock Slides As Japan Names It The "Missing Link"

NVIDIA is being called the missing link in Japan's entire artificial intelligence strategy following CEO Jensen Huang's visit to Tokyo. Counterpoint Research analyst Marc Einstein said the country has largely sat on the sidelines of the AI boom, but NVIDIA is now positioned to supply the infrastructure, models, and software Japan needs to build out its sovereign AI capabilities. The analyst highlighted plans for a national AI superfactory powered by 27,500 Rubin GPUs through government-backed Noetra, along with growing adoption of NVIDIA's Nemotron models by companies including SoftBank's SB Intuitions, Hitachi, NTT DATA, and Sakana AI. NVIDIA has also announced partnerships with Toyota, Honda, FANUC, and Kawasaki Heavy, aligning with Japan's plan to deploy 10 million AI-equipped robots across 18 sectors by 2040. Despite the strategic momentum, NVIDIA shares slid roughly 2 percent Friday amid the worst momentum unwind in 27 years. According to Citadel Securities data cited by Benzinga, leveraged ETFs have shed about 20 percent of their assets, with semiconductor ETFs down more than 22 percent in July, on pace for their worst month ever against software. Images via Shutterstock: glen photo, jamesonwu1972. #NVDA #NVIDIA #AI 🌐 Find more market-moving insights at https://www.benzinga.com — your one-stop destination for the latest financial news, data, and expert analysis to stay ahead of the markets. 🖥️ Want the same tools the pros use—without the $10K Bloomberg terminal? Benzinga Edge gives you real-time portfolio alerts, weekly stock picks, and pro-grade research in one command center. 👉 https://bit.ly/4unSKiB ------------------------------------------------------------------------------------ 📲 Follow us on socials @benzinga 🔔 Subscribe To The Channel: https://www.youtube.com/@Benzinga ------------------------------------------------------------------------------------ ⚠️ Disclaimer: Investing in financial markets carries risk, and there are no guaranteed returns. All information is for educational purposes only and should not be taken as financial advice. Always do your own research and speak with a qualified financial advisor before making investment decisions. Only invest what you can afford to lose. Past performance does not guarantee future outcomes.