Seminar by Yukio Sakaguchi, Representative of Clean Energy Research Institute, on "NVIDIA's Transformation of AI Data Center Competitive Strategy" to be held on Thursday, June 18, 2026!!

[Seminar Details]

https://www.ssk21.co.jp/S0000103.php?spage=pt_26303

[SSK Seminar]

NVIDIA's Transformation of AI Data Center Competitive Strategy - The Essence of Power, Cooling, Water Constraints and Next-Generation AI Infrastructure -

[Lecturer] Mr. Yukio Sakaguchi, Representative, Clean Energy Research Institute

[Date and Time] Thursday, June 18, 2026, 2:00 PM - 5:00 PM

[How to Attend] ■ On-site Attendance SSK Seminar Room Zymax Nishishinbashi Bldg. 4F, 2-6-2 Nishishinbashi, Minato-ku, Tokyo ■ Live Streaming (Zoom Webinar) ■ Archive Streaming (Available for 2 weeks, watch anytime at your convenience)

[Key Lecture Content] This lecture will organize what has fundamentally changed in AI data centers, starting with the evolution of NVIDIA. The competition for NVIDIA is rapidly shifting from GPU performance itself to the supporting factors of power, cooling, water, and location conditions. Particularly, the advancement of high-density configurations has made it difficult for conventional air-cooling-centric designs to cope, necessitating new design philosophies including liquid cooling and high-temperature water cooling.

First, based on NVIDIA's roadmap and changes in rack design, we will clarify why the constraints of AI data centers have shifted from semiconductors to the infrastructure side. Next, we will organize the features and limitations of air cooling, liquid cooling, and high-temperature water cooling, and consider how external factors such as water constraints, power infrastructure, grid connection, and location conditions affect cooling methods and business viability. Furthermore, based on changes in infrastructure investment, power procurement, and risk sharing, we will show where realistic business opportunities lie in the future.

This lecture will not just be a technical discussion but will present a perspective that re-evaluates AI infrastructure as a condition for business success.

1. Structural Changes Caused by NVIDIA (1) Evolution from a GPU company to an AI infrastructure company (2) Changes in roadmap and rack design (3) Shift from training-centric to inference expansion (4) Shift of bottlenecks: from semiconductors to infrastructure

2. The Essence of Data Center Cooling Problems (1) Increased rack density and heat generation problems (2) The basic structure of power = heat (3) Hot spots and air cooling limitations (4) Why liquid cooling became necessary

3. Evolution and Reality of Cooling Technology (1) Measures to extend the life of air cooling and their limits (2) The mainstreaming of Direct Liquid Cooling (3) The meaning and impact of high-temperature water cooling (4) Structural shift to CDU and facility cooling

4. Infrastructure Constraints and Winning Strategies (1) Water constraints and the choice of cooling method (2) Power constraints and grid connection issues (3) Changes in location, investment, and contract structure (4) Winning strategies for next-generation AI infrastructure

5. Q&A / Business Card Exchange

*The program is subject to change depending on the latest situation.

[Contact Information] Shin-Shakai System Sougou Kenkyusho 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 Shin-Shakai System Sougou Kenkyusho (SSK)] Shin-Shakai System Sougou Kenkyusho (SSK) was established on December 6, 1996, and for over 28 years since its founding, its main business has been an information provision service that plans and holds approximately 500 business seminars for corporations annually. SSK seminars aim to contribute to the creation of business opportunities by speedily providing high-level management strategy information, marketing information, and technology information in a diversifying business environment. In addition to the seminar business, we are developing a variety of businesses, providing information and services necessary for the success and expansion of our customers' businesses, such as seminar planning and management agency services, lecturer dispatch, BtoB advertising, commissioned research, market research report sales, and on-demand seminar sales. SSK will continue to disseminate cutting-edge information and remain a strategic partner for our customers.