20250619 GPU

Nittobo’s high-end glass cloth is an essential material to make artificial intelligence chips, such as Nvidia’s AI chips. (Photo by Cheng Ting-Fang) 

Nvidia and others court niche Japanese supplier to ease AI bottlenecks

Glass cloth maker Nittobo is latest example of country's overlooked role in supply chain

TAIPEI/TOKYO -- Top executives from Nvidia, AMD and Microsoft have been visiting Japan over the past year. Their mission: to secure supplies of a little-known ingredient vital for their artificial intelligence ambitions.

These executives are all calling on the same company: Nitto Boseki, currently the only supplier in the world of the highest-end glass cloth, a material essential for making high-powered AI servers.

Sponsored Content

About Sponsored ContentThis content was commissioned by Nikkei's Global Business Bureau.