Japan's 'Neo-Cloud' Commercialization Strategy" Seminar to be Held by Infra Commons Inc. Representative Director Daisuke Imaizumi on Friday, June 19, 2026!!

[Seminar Details]

https://www.ssk21.co.jp/S0000103.php?spage=pt_26322

[SSK Seminar]

[AI Infrastructure Investment Strategy]
Japan's "Neo-Cloud" Commercialization Strategy
~Practical approaches for power strategy, construction methods, and frameworks to establish AI-specialized data centers in Japan~

[Lecturer]
Daisuke Imaizumi, Representative Director, Infra Commons Inc.

[Date & Time]
Friday, June 19, 2026, 10:00 AM - 12:00 PM

[Participation Method]
- Live Broadcast (Zoom Webinar)
- Archive Broadcast (available for viewing at your convenience for two weeks, unlimited times)

[Key Lecture Contents]
"Neo-Cloud," a term that began to be used by the U.S. investment industry to segment certain investments, is noteworthy as a high-yield infrastructure investment specializing in GPU assets, distinctly different from hyperscalers' traditional data center business models. In Japan, which lacks giant hyperscalers, AI-specialized data center businesses (Neo-Cloud) like CoreWeave and Nebius Group in the U.S. can be considered pioneering examples of business investment in next-generation infrastructure. Electric power companies, telecommunications companies, megabanks, and prefectural governments could play a leading role in this business investment.

This seminar will thoroughly explain the four essential elements of business investment for realizing the Japanese version of Neo-Cloud: "power source, concretization methods, land, and framework." In addition to power procurement strategies centered on grid connections utilizing restarted nuclear power plants (e.g., Kashiwazaki-Kariwa), on-site power generation using Gas Turbine Combined Cycle (GTCC), and Small Modular Reactors (SMRs), we propose the implementation method of American-style modular PMDC (Prefabricated Modular Data Center), which transforms "construction" into a "product" and dramatically shortens construction periods. Furthermore, we will elucidate the revolution in location brought about by IOWN and the dynamics of multi-layered "frameworks" led by electric power companies, telecommunications companies, financial institutions, and local governments.

The method of mathematically minimizing investment risks before construction through digital twin design utilizing the NVIDIA stack is an essential process for successfully executing massive investments of 300MW receiving capacity and 1-2 trillion yen scale. This lecture offers practical perspectives for all business operators and investors who must see it.

Chapter 1: [Analysis] The Neo-Cloud Business Model Learned from CoreWeave
- The decisive difference between hyperscalers and Neo-Cloud
- The core of the 300MW-class Neo-Cloud business model (GPU asset-backed financing)
- The value of "SimReady" in the NVIDIA ecosystem

Chapter 2: [Power Source] How to Break Through the Biggest Bottleneck for AI Data Centers
- Restarting nuclear power generation and extra-high voltage connection
- On-site GTCC (Gas Turbine Combined Cycle)
- Replacement of brownfields by power companies
- Next-generation option: "SMR (Small Modular Reactor)"

Chapter 3: [Speed] From "Construction" to "Product." Modular Type Opening Up Japan's Manufacturing Industry
- Digital twin design (Omniverse Blueprint for AI Factory) which is unavoidable for 300MW class
- Japanese container types are insufficient for 300MW class
- Realizing American-style digital prefabrication in Japan
- Standard implementation of liquid cooling
- The impact of US-style next-generation high-voltage DC power supply

Chapter 4: [Land] The Revolution in Site Selection Brought by IOWN
- Relocation to "power supply areas"
- Possibility of sites adjacent to LNG bases
- Suitability assessment of brownfields
- Synergy with the "Hokkaido Valley Concept"

Chapter 5: [Finance] How to Form Japan's Neo-Cloud and Involve Investors
- Who will be the "lead manager"? The dynamics of four schemes and frameworks
- [Power Company-Led Model] Vertical integration of energy supply and infrastructure
- [Telecommunications Company-Led Model] Fusion of network and AI platform
- [Local Government (Metropolitan Area)-Led Model] "Intellectualization" of regional economies and public support
- [Megabank-Led Model] Construction of private DCs as financial infrastructure

Chapter 6: Methodology for Maximizing ROI
- Transition to asset-light management: GPUs as "yield-bearing assets"
- "Foresee" investment and risk minimization through digital twins
- Utilization of U.S. AI DC profitability assessment specialist companies

[Q&A]

[Contact Information]
Shakai System Sogo Kenkyusho (New Social System Research Institute)
Zymax Nishishinbashi Bldg. 4F, 2-6-2 Nishishinbashi, Minato-ku, Tokyo
Email: info@ssk21.co.jp
TEL: 03-5532-8850
FAX: 03-5532-8851
URL: https://www.ssk21.co.jp

[About Shakai System Sogo Kenkyusho (SSK)]
Shakai System Sogo