4 large-scale data center brands that combine AI growth with real estate stability are expected to result from huge investments
Future growth is expectedOne of the essential infrastructures to meet AI demand is a data center (DC)that's it. DC is a facility where servers, network devices, etc. are installed when using computers. Data processing volume and power consumption have increased dramaticallyDemand for large-scale DCs called “hyperscale data centers” (HSDC) is expected to increase in order to support AI servers(More on that later).
There is no clear definition in HSDC,A facility that can store more than 5,000 servers, has an average power capacity of 25 megawatts or more, and is at least 1000 square metersIt can also indicate.
The HSDC business itselfFactors such as real estate and industrial infrastructure are also strong, and as long as there is the ability to make huge initial investments, it is a relatively stable business in terms of profitI can say that.
There is no clear definition in HSDC,A facility that can store more than 5,000 servers, has an average power capacity of 25 megawatts or more, and is at least 1000 square metersIt can also indicate.
The HSDC business itselfFactors such as real estate and industrial infrastructure are also strong, and as long as there is the ability to make huge initial investments, it is a relatively stable business in terms of profitI can say that.
[Pick up companies planning large-scale investments in HSDC]
◆ $Nippon Telegraph & Telephone (9432.JP)$
The NTT Group as a whole owns 98 locations and 148 DC buildings around the world (as of 23/9),The world's 3rd largest DC operator. The total power capacity is 1209 megawatts, and the total power capacity of the data center under construction alone is 772 megawatts.Plan to invest 1.5 trillion yen or more in the DC business from fiscal year 23 to fiscal year 27Doing it.
DomesticallyPlans are to start operating a DC with a power capacity of 30 megawatts (initially 6 megawatts) and a 10,000 square meter server room (equivalent to 4800 racks) in the second half of fiscal year 25, and a DC with a power capacity of 50 megawatts in Chiba prefecture with a split investment with TEPCO Power Grid in the second half of fiscal year 26。
The NTT Group as a whole owns 98 locations and 148 DC buildings around the world (as of 23/9),The world's 3rd largest DC operator. The total power capacity is 1209 megawatts, and the total power capacity of the data center under construction alone is 772 megawatts.Plan to invest 1.5 trillion yen or more in the DC business from fiscal year 23 to fiscal year 27Doing it.
DomesticallyPlans are to start operating a DC with a power capacity of 30 megawatts (initially 6 megawatts) and a 10,000 square meter server room (equivalent to 4800 racks) in the second half of fiscal year 25, and a DC with a power capacity of 50 megawatts in Chiba prefecture with a split investment with TEPCO Power Grid in the second half of fiscal year 26。
◆ $Daiwa House Industry (1925.JP)$
Position DC development as the second pillar business after logistics facility developmentIt is planned to develop DC development projects at several locations in Japan by '25. In '24, a DC with a total floor area of 23,800 square meters is scheduled to be completed near Shinagawa Station in Minato Ward, Tokyo. Also,Development of the largest DC in Japan, with 14 buildings, 600 megawatts of power capacity, and a total floor area of 330,000 square meters, with the aim of completion in 30 years in Inzai City, Chiba PrefectureWe are proceeding.
Position DC development as the second pillar business after logistics facility developmentIt is planned to develop DC development projects at several locations in Japan by '25. In '24, a DC with a total floor area of 23,800 square meters is scheduled to be completed near Shinagawa Station in Minato Ward, Tokyo. Also,Development of the largest DC in Japan, with 14 buildings, 600 megawatts of power capacity, and a total floor area of 330,000 square meters, with the aim of completion in 30 years in Inzai City, Chiba PrefectureWe are proceeding.
◆ $Internet Initiative Japan (3774.JP)$
Operation of the Shirai Data Center (Shiroi City, Chiba Prefecture) Phase 2 with a site area of 40,000 square meters began in 23/7. Currently, there are 2 buildings with a scale of 1800 racks,If expanded to Phase 3, it will become a large-scale DC with 6000 racks and a maximum power capacity of 50 megawattsplans.
As Japan's first full-scale commercial internet service provider, the company is a pioneer in internet connectivity. Two major telecommunications companies, NTT and KDDI, are major shareholders. Another characteristic is that engineers account for about 70% of employees.
Operation of the Shirai Data Center (Shiroi City, Chiba Prefecture) Phase 2 with a site area of 40,000 square meters began in 23/7. Currently, there are 2 buildings with a scale of 1800 racks,If expanded to Phase 3, it will become a large-scale DC with 6000 racks and a maximum power capacity of 50 megawattsplans.
As Japan's first full-scale commercial internet service provider, the company is a pioneer in internet connectivity. Two major telecommunications companies, NTT and KDDI, are major shareholders. Another characteristic is that engineers account for about 70% of employees.
◆ $SAKURA Internet (3778.JP)$
The DC in Ishikari, Hokkaido, which has been in operation for 11 years, has a site area of 50,000 square meters,It is planned to eventually expand to 5 buildings and 6800 racks。Additional investments totaling 4.9 billion yen were announced for 2 projects in January '24I did it. Specifically, 2.35 billion yen will be invested in the installation of a container-type DC scheduled to begin operation after 24/11, and 2.5 billion yen will be invested in the expansion of Building 3, which is scheduled to begin operation after 25/5.
The company is an independent DC operator that began as a rental server business. As the main cloud service, it was the first domestic company to receive certification as a “cloud program” from the Ministry of Economy, Trade and Industry, and was eligible for subsidies. Sojitz is the largest shareholder holding approximately 30%.
The DC in Ishikari, Hokkaido, which has been in operation for 11 years, has a site area of 50,000 square meters,It is planned to eventually expand to 5 buildings and 6800 racks。Additional investments totaling 4.9 billion yen were announced for 2 projects in January '24I did it. Specifically, 2.35 billion yen will be invested in the installation of a container-type DC scheduled to begin operation after 24/11, and 2.5 billion yen will be invested in the expansion of Building 3, which is scheduled to begin operation after 25/5.
The company is an independent DC operator that began as a rental server business. As the main cloud service, it was the first domestic company to receive certification as a “cloud program” from the Ministry of Economy, Trade and Industry, and was eligible for subsidies. Sojitz is the largest shareholder holding approximately 30%.
[Main investment plans in the HSDC business by 10 companies, including the 4 companies listed above]
According to the Ministry of Economy, Trade and Industry and the Ministry of Internal Affairs and Communications's “Expert Meeting on Digital Infrastructure (DC, etc.) Development” materials (2023/3, Fuji Chimera Research Institute estimate), the data center market (based on number of operating racks) in 25 compared to 2020 will only increase by 3%, while general DCs will only increase by 3%,HSDC is expected to rapidly increase 2.5 times or moreIt has become.
A major factor in the rapid increase in demand for HSDC is the growth in AI demand. NTT is”Generative AI will be a game changer for data center demand over the next few yearsIt is assumed”. According to the company's IR materials (“Data Center Growth Strategy”, 23/9)Demand for DC will additionally increase by an average of 20% or more per year from current demand forecasts in line with the demand for generative AIExpected.The size of the DC market involving AI will exceed 150 billion dollars (about 22.5 trillion yen) by '28I'm looking forward to it.
In the future, rice will be at HSDC $Amazon (AMZN.US)$and rice $Microsoft (MSFT.US)$Not only giant cloud service providers likeDemand from businesses promoting AI support, such as information communication related, SaaS (software as a service), and FinTech companies, is also growingIt is seen as.
ー MooMoo News Mark
Source: each company website, Ministry of Internal Affairs and Communications website, moomoo
Source: each company website, Ministry of Internal Affairs and Communications website, moomoo
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humorous Lion_9201 : Thanks for the info.
伊達直人 : Twenty years ago, when I bought an internet prepaid card in Germany, I was told it was your country. It was a subsidiary of NTT. I was also able to use it in Thailand and Malaysia. I didn't know NTT was doing business internationally at the time
182464815 : It's quite out of place from the article's content, but that's right