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.
[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 data center under construction...