# NVIDIA directly contacts Nitto Boseki over 90% glass cloth market share

Digest AI · Hardware & Compute · published 2026-11-02T21:42:00Z

Canonical: https://digestai.news/story/nvidia-directly-contacts-nitto-boseki-over-90-glass-cloth-market-share

## Summary

NVIDIA reached out to Nitto Boseki, a Japanese textile manufacturer, to address a supply chain bottleneck. The company holds over 90% of the global market for specialty glass cloth, known as T-Glass, which is critical for AI server production. Normally, NVIDIA would not directly engage with suppliers like Nitto Boseki, as its supply chain involves multiple layers of manufacturers and foundries. However, the scarcity of T-Glass has become a potential roadblock for AI server assembly worldwide, according to Hiroki Kajikawa, a senior executive at Nitto Boseki. The article explores how Nitto Boseki’s dominance in this niche market could influence the broader AI industry and its investment risks.

## Key points

- Nitto Boseki controls over 90% of the global specialty glass cloth (T-Glass) market
- NVIDIA bypassed traditional supply chain layers to negotiate directly with Nitto Boseki
- T-Glass shortage risks halting AI server production, per Nitto Boseki’s executive

## Why it matters

A single supplier’s bottleneck could slow AI hardware production, raising costs and delays for data centers.

## Sources

1. [Individual Stock Analysis Nitto Boseki, the Company NVIDIA Approached Directly: Why Its 90% Global Market Share in Specialty Glass Cloth Holds the Fate of the AI Bubble](https://note.com/rei_blog/n/n1ce612951494?hl=en) (note.com, 2026-11-02)

## Cite

Digest AI, "NVIDIA directly contacts Nitto Boseki over 90% glass cloth market share", 2 November 2026, https://digestai.news/story/nvidia-directly-contacts-nitto-boseki-over-90-glass-cloth-market-share

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