Strategies for Energy, Communication, and Infrastructure Companies Amidst Rising Data Center Demand
On March 3, 2026, JPI (Japan Planning Institute) will host a pivotal seminar featuring Mr. Hideo Sugiura, President of RSI Co., Ltd., discussing the strategies of electricity, communication, and infrastructure companies amid the surging demand for data centers in the age of artificial intelligence (AI). This seminar aims to unpack the dynamics of the rapidly evolving data center market and to explore what distinguishes successful players from those who falter.
With the rapid proliferation of generative AI, the discourse around whether AI represents a bubble or crucial infrastructure has gained momentum. However, investment in data centers is accelerating globally. Mr. Sugiura's talk will provide clarity on the realities of the AI boom and articulate why investment in data centers is structurally expanding. A notable aspect of the seminar will be the comparison between the U.S. infrastructure model, which enables the establishment of gigawatt-level AI data centers, and Japan's unique constraints regarding data center design, location, and power availability.
1. AI Boom and Data Center Market Status
- Is AI a bubble or an essential infrastructure?
- The relationship between AI companies' valuations and data center investments.
- Global trends in data center construction and expansion.
- Understanding the backdrop of gigawatt-scale AI data centers in the U.S.
- The implications of power, land, and regulations in the U.S. AI infrastructure model.
- Exploring the connections between hyperscalers and national strategies.
- An examination of China's state-led AI and data center strategies.
2. The Current State and Future of Japan’s Data Centers
- Size and trends of data centers within Japan's market.
- Characteristics defining Japanese data center design.
- Unique conditions within Japan concerning power, location, and disaster risks.
- Movement towards large, expandable data centers in Japan.
- Advantages of the Japanese market and the challenges in the horizon.
3. Market Differentiation in the AI Era
- Capture the discrepancies between AI-focused and traditional data centers.
- Usage differentiation across learning, inference, and traditional cloud implementations.
- The coexistence of centralized and distributed configurations.
- Changes in perspectives on communication, latency, and location attributes.
- The reevaluation and repurposing of aging data centers.
4. Conditions for Data Center Success and Technical Constraints
- Exploring power as a critical constraint in the AI era.
- The impacts of power procurement and system constraints on business planning.
- Addressing the needs for high-density and cooling technologies.
- The significance of fiber communication and connectivity.
- The commitment towards green data centers and measures for decarbonization.
5. Future Outlook
- Discussions and insights on where the market is headed.
- Q&A session for further clarifications.
- Networking and exchange session with participants and the instructor.
This event offers a rare opportunity for face-to-face dialogue with industry leaders and networking with peers across various sectors, thereby fostering an environment for practical knowledge sharing and potential collaboration. After the seminar concludes, questions can still be directed to the lecturer, and interactions will be encouraged among attendees.
Participants can choose from various formats including on-site attendance (with no archive access), live streaming (also excluding archive access), or a post-event archive option. Special pricing for those opting for both on-site/live attendance and archive access is available at 18,500 JPY (tax inclusive).
For more information and registration, please visit JPI Seminar Registration.
This seminar promises to be a significant stepping stone for professionals aiming to navigate the complexities of the increasing demand for data centers and the technological advancements that shape the industry’s future.
The Current Landscape of Data Centers
With the rapid proliferation of generative AI, the discourse around whether AI represents a bubble or crucial infrastructure has gained momentum. However, investment in data centers is accelerating globally. Mr. Sugiura's talk will provide clarity on the realities of the AI boom and articulate why investment in data centers is structurally expanding. A notable aspect of the seminar will be the comparison between the U.S. infrastructure model, which enables the establishment of gigawatt-level AI data centers, and Japan's unique constraints regarding data center design, location, and power availability.
Key Topics to be Covered
1. AI Boom and Data Center Market Status
- Is AI a bubble or an essential infrastructure?
- The relationship between AI companies' valuations and data center investments.
- Global trends in data center construction and expansion.
- Understanding the backdrop of gigawatt-scale AI data centers in the U.S.
- The implications of power, land, and regulations in the U.S. AI infrastructure model.
- Exploring the connections between hyperscalers and national strategies.
- An examination of China's state-led AI and data center strategies.
2. The Current State and Future of Japan’s Data Centers
- Size and trends of data centers within Japan's market.
- Characteristics defining Japanese data center design.
- Unique conditions within Japan concerning power, location, and disaster risks.
- Movement towards large, expandable data centers in Japan.
- Advantages of the Japanese market and the challenges in the horizon.
3. Market Differentiation in the AI Era
- Capture the discrepancies between AI-focused and traditional data centers.
- Usage differentiation across learning, inference, and traditional cloud implementations.
- The coexistence of centralized and distributed configurations.
- Changes in perspectives on communication, latency, and location attributes.
- The reevaluation and repurposing of aging data centers.
4. Conditions for Data Center Success and Technical Constraints
- Exploring power as a critical constraint in the AI era.
- The impacts of power procurement and system constraints on business planning.
- Addressing the needs for high-density and cooling technologies.
- The significance of fiber communication and connectivity.
- The commitment towards green data centers and measures for decarbonization.
5. Future Outlook
- Discussions and insights on where the market is headed.
- Q&A session for further clarifications.
- Networking and exchange session with participants and the instructor.
Participant Engagement
This event offers a rare opportunity for face-to-face dialogue with industry leaders and networking with peers across various sectors, thereby fostering an environment for practical knowledge sharing and potential collaboration. After the seminar concludes, questions can still be directed to the lecturer, and interactions will be encouraged among attendees.
Attendance Details
Participants can choose from various formats including on-site attendance (with no archive access), live streaming (also excluding archive access), or a post-event archive option. Special pricing for those opting for both on-site/live attendance and archive access is available at 18,500 JPY (tax inclusive).
Fees
- - Individual attendance: 37,300 JPY (tax inclusive)
- - Group attendance from the same organization (two or more): 32,300 JPY (tax inclusive)
- - Local government officials can attend for 11,000 JPY each for two attendees only (on-site/live only).
For more information and registration, please visit JPI Seminar Registration.
This seminar promises to be a significant stepping stone for professionals aiming to navigate the complexities of the increasing demand for data centers and the technological advancements that shape the industry’s future.
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