Fueling Japan’s Data Center Growth: Telecom Drive & Power Play: BI Replay

An explosion in data center demand driven by generative AI has global hyperscalers and Japanese telcos investing billions of dollars to catch up. Yet power availability has emerged as a critical factor as electricity needs could double in the next five years in a market where more than 70% of energy is imported. Nuclear energy is regaining momentum as a reliable, low-carbon solution to underpin capacity growth. Join Bloomberg Intelligence analysts Kirk Boodry and Ortis Fan for a discussion of Japan’s data center trajectory, telecom leadership, and the evolving role of nuclear energy in shaping the next phase of investment.