#DataCenter Articles

Articles related to #DataCenter. Browse market analysis and investment strategy notes by tag.

2026-06-07

Part 4: Regional Competition and Real Estate Demand — Office Requirements and J-REIT Transmission Channels

Prev: [Part 3: Foreign-Led Regional M&A](/en/strategy/2026/06/07/2026-japan-foreign-entrepreneur-investment-report-03.html)

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2026-05-26

Why semiconductor stock is strong in AI boom: Explanation for market structure beginners

The AI boom makes it easy to see semiconductors because it requires a lot of computing resources to move AI.

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2026-05-26

What is Moore Law? Basics of semiconductors that understand the era of AI

The law of Moore is the rule of thumb that the number of implants accumulated in semiconductors will grow at a certain pace.

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2026-05-16

Next-Generation Nuclear Power Generation and Data Center Power: Read the Power Theme of the AI Era

With the spread of AI, more data center demand, stable power supply becomes an investment theme.

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