Fujikura, a Century-Old Japanese Company, Thrives in AI Data Center Surge to Shine on Nikkei
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 24 2025
0mins
Should l Buy NVDA?
Source: Yahoo Finance
Fujikura's Market Performance: Fujikura's shares have surged over 160% since the start of 2025, significantly outperforming the Nikkei index, driven by expectations of increased investment in AI data centers utilizing its optical fibers.
Political Influence on Investment: The company's stock rose 6% following the election of Prime Minister Sanae Takaichi, who pledged targeted investments in AI and key industries, further boosting investor interest in Fujikura and similar firms.
AI Supply Chain Focus: Investors are increasingly looking for opportunities within the AI supply chain, with Fujikura being a prime example, as it has historically been a leader in optical fiber production, crucial for AI data centers.
Expansion Plans: Fujikura is expanding its production capacity, having announced a significant investment of 45 billion yen to build a new factory, reflecting its commitment to meet the growing demand for optical fibers in the AI sector.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Fundraising: The IPO raised $902 million, reflecting strong investor interest in Chinese AI and semiconductor firms, particularly as the public tranche was oversubscribed by more than 700 times and the international offering was nearly 38 times covered.
- Intensifying Market Competition: Despite Montage's successful listing, competition is heating up, with Huawei and its chip unit HiSilicon holding a leading share of the domestic market, suggesting that the push for self-sufficiency will lead to fiercer rivalry within the industry.
- Evolving Policy Landscape: As the Chinese government intensifies efforts for self-sufficiency in advanced chips, the recent approval for Nvidia's H200 imports under specific conditions highlights the uncertainty in policy that could impact market dynamics.
See More
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- Financing Plan Scrutiny: Investors are closely monitoring how SoftBank will finance future investments in OpenAI, especially after selling $5.8 billion in Nvidia shares and part of its T-Mobile stake to support this bet, highlighting liquidity management challenges.
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See More
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- Chip Launch: Cisco unveiled its Silicon One G300 switch chip in San Francisco, expected to be available in the second half of the year, designed to accelerate information transfer between AI systems over hundreds of thousands of connections, directly competing with offerings from Broadcom and Nvidia.
- Technological Innovation: The chip utilizes Taiwan Semiconductor's 3-nanometer manufacturing technology and features several 'shock absorber' capabilities aimed at maintaining network stability during data traffic spikes, thereby enhancing the efficiency of AI computing tasks.
- Performance Improvement: Cisco anticipates that the new chip will enable certain AI computing tasks to be completed 28% faster by automatically rerouting data around network issues within microseconds, significantly improving overall end-to-end network efficiency.
- Intensifying Market Competition: As competition in the AI sector heats up, Cisco's new product will directly contend with networking chips from Nvidia and Broadcom, highlighting the critical role of networking technology in AI infrastructure.
See More
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See More
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- Revenue Growth: Taiwan Semiconductor Manufacturing reported an increase in revenue for the month, indicating its strong position in the semiconductor supply chain.
- Potential Tariff Relief: The company may benefit further from potential relief from U.S. tariffs, which could enhance its market performance.
See More
