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Nvidia Secures Major New Orders as Japan’s RIKEN Builds Advanced AI and Quantum Systems

Nvidia Secures Major New Orders as Japan’s RIKEN Builds Advanced AI and Quantum Systems

RIKEN, Japan’s largest research institution, will add two new systems built with the Nvidia (NVDA) GB200 NVL4 platform. The first system will utilize 1,600 Nvidia Blackwell GPUs that are linked through Quantum X800 InfiniBand. It will support work in fields that include life science, climate study, and plant design. In addition, it will help teams test ideas for a future class of tools that blend AI with old-style compute work.

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The second system will use five hundred forty Nvidia Blackwell GPUs. It will focus on quantum study and on methods that join quantum tools with classical models. As a result, it will give teams in Japan more room to test code that may one day guide advanced quantum plans.

Meanwhile, NVDA shares dropped 1.88% on Monday, closing at $186.60.

Path Toward FugakuNEXT

Both systems will also act as test sites for a larger plan called FugakuNEXT. This plan is a joint effort from Fujitsu (FJTSY) and Nvidia and aims to build a next-stage supercomputer for Japan. The plan will use new Fujitsu Monaka X CPUs that link with Nvidia gear through a high-speed bridge. In turn, it will help Japan study how to use AI tools with classic models and with quantum units.

The new systems are set to go online in spring 2026. Furthermore, the FugakuNEXT system is set for a 2030 start.

Nvidia in Focus

Nvidia has worked with RIKEN on new code that enables GPUs to run classic math jobs at a faster speed. In addition, RIKEN plans to use the Nvidia CUDA X stack to push work in both AI and quantum fields. This trend gives Nvidia more reach in a key global region.

Nvidia will post its next earnings report on November 19, and its CEO, Jensen Huang, has already revealed that the firm has $500 billion in orders lined up through 2027.

Is Nvidia Stock a Buy?

Nvidia continues to hold the Street’s endorsement with a Strong Buy consensus rating. The average NVDA price target is $242, implying a 29.69% upside from the current price.

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