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With the spread of AI, more data center demand, stable power supply becomes an investment theme.
Next-generation nuclear power generation is focused on the context of decarbonization and stable power supply, but it is essential to confirm regulations, safety, construction period and social acceptance.
Why Power Becomes AI Theme
AI uses large power for learning, reasoning, data storage and cooling equipment as well as model development.
As a result, the more data center increases, the more the investment theme is spread not only in semiconductors, power transmission, cooling, construction, real estate and power generation facilities.
Why Next Generation Nuclear Power
Nuclear power supply is not affected by weather.
Technologies such as next-generation furnaces and small modular furnaces improve safety, flexibility and construction efficiency in the long term. However, as an investment theme, it is necessary to separate the R&D phase, system design, license and construction costs.
Research Area
| 領域 | Investors |
|---|---|
| Power Company | Power supply structure, fee system, investment burden |
| Electricity / Machinery | Power generation equipment, control equipment, maintenance |
| Construction & Construction | Power Plant, Transmission Network, Data Center Construction |
| Air conditioning and cooling | Data center heat protection |
| Electrical wires and s | Power Distribution Network Strengthening |
Real profit depends on the capital investment cycle and regulation even if purchased as AI-related.
Risks
政策ic Energy is a very large area of policy and regulation.
There are many items to check before becoming a stock price material such as safety screening, local agreement, construction cost, waste furnace, backend cost, fuel procurement.
Data center power is also profitable depending on power price and system約 even if demand is strong.
ation Point
- Is the increase in power demand temporary or structural?
- How Beneficiaries Are in Capital Investment
- Is it possible to separate policy support and regulatory risks?
- the time axis to monetization is not overrated
This theme is very long-term, so it is important to see the viewpoint as a revaluation of power infrastructure rather than as a short-term material strain.