Japan's Next AI Trade Isn't Chips — It's Power Control

Investors are turning attention to next-generation power control companies as the infrastructure bottleneck for the generative AI and data center era, with names like Hitachi and Mitsubishi Electric in focus.

As the market digests the compute demands of the AI era, attention in Japan is shifting from the chips themselves to the electricity that runs them. A post from @____rumi___05 highlighted next-generation power control as a key Japanese equity theme heading into mid-August, naming companies like Hitachi, Mitsubishi Electric, Tokyo Gas, and Mitsui as beneficiaries of the generative AI and data center buildout.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Vestibulum ante ipsum primis in faucibus orci luctus et ultrices posuere cubilia curae.

Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Proin pharetra nonummy pede. Mauris et orci. Aenean nec lorem. In porttitor. Donec laoreet nonummy augue. Suspendisse dui purus, scelerisque at, vulputate vitae, pretium mattis, nunc. Mauris eget neque at sem venenatis eleifend. Ut nonummy. Fusce aliquet pede non pede. Suspendisse dapibus lorem pellentesque magna integer malesuada.

Unlock the full briefing

Get every story in today's briefing, the full archive, and the daily AI intelligence brief.

All stories today

Full archive

Daily brief