NVDA | Weekly | Haru Insights

Nvidia secured a landmark $2.4 billion contract with Japan’s Noetra Corp. to supply 27,500 Rubin AI chips, marking a major strategic victory and cementing its role in Japan’s sovereign AI infrastructure.
TSMC confirmed its $265 billion U.S. expansion—driven predominantly by demand from Nvidia—will include 2nm and sub-2nm production, reinforcing Nvidia’s global supply chain dominance.

Nvidia’s deep integration into Japan’s national AI strategy signals irreversible ecosystem lock-in, with sovereign nations now entrusting their most critical infrastructure to NVIDIA’s AI stack—proof of unshakable technological and geopolitical leadership.
TSMC’s $265 billion U.S. investment—tied directly to Nvidia’s demand—transforms semiconductor supply chain risk into a self-reinforcing moat, ensuring long-term access to cutting-edge fabrication and accelerating Nvidia’s technological edge.
Institutional buying surged by $1.28 billion between March and June 2026, with 38 of 53 major funds now holding NVDA—proving that deep conviction in the company’s AI thesis transcends short-term market volatility.
The Rubin AI chip contract demonstrates Nvidia’s ability to win massive sovereign deals, signaling that its hardware is not just preferred but essential for national AI ambitions.
With TSMC’s sub-2nm roadmap confirmed, Nvidia is locked into a future where its next-gen Blackwell GPUs will have exclusive access to the most advanced fabrication—fortifying its moat against even the largest rivals.

NVIDIA Corporation (NVDA)[Tv]