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2026-06-03·NVDA·design win
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Japan's RIKEN research agency has selected Nvidia as a joint development partner alongside Fujitsu for its...

Japan's RIKEN research agency has selected Nvidia as a joint development partner alongside Fujitsu for its next-generation flagship supercomputer, FugakuNEXT, targeting 50+ EFLOPS for AI and simulation. This is a major design win for Nvidia in the HPC/AI segment, reinforcing its dominance in high-performance computing. The selection is detailed in a basic design technical report (v1.1) that also evaluates storage software vendors (Scality, VAST Data, WEKA). The system is expected to start operations in 2030, representing a long-term commitment to Nvidia's GPU architecture for large-scale AI workloads. Source:

window 60devidence 38price NVDA $224.36
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NVDA has not made a large direction-matching 30-90 day move yet.

not priced in
as of 2026-06-017d n/a45d n/a90d +25%yahoo

signal brief

Japan's RIKEN research agency has selected Nvidia as a joint development partner alongside Fujitsu for its next-generation flagship supercomputer, FugakuNEXT, targeting 50+ EFLOPS for AI and simulation. This is a major design win for Nvidia in the HPC/AI segment, reinforcing its dominance in high-performance computing. The selection is detailed in a basic design technical report (v1.1) that also evaluates storage software vendors (Scality, VAST Data, WEKA). The system is expected to start operations in 2030, representing a long-term commitment to Nvidia's GPU architecture for large-scale AI workloads. Source: https://www.blocksandfiles.com/flash/2026/06/02/fugakunext-scality-vast-data-and-weka/5250265

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