There was a sharp backlash from Fujikura ＜5803＞. The three major electric cable companies are all rising today. In the US NVIDIA financial results announced the day before, it seems that positive statements have been heard regarding the new GPU “Blackwell” for AI. It was commented that adjustments to the manufacturing process were completed, productivity improved, and gross profit margin temporarily declined in the process where the operating rate reached 100%, but then recovered to the middle of the 70% range. In data centers using “blackwells,” it is expected that the amount of optical fiber required will increase dramatically compared to the past.