Japan’s cloud and AI moment is here, but the window to act is short.
In 2026, the world’s largest cloud companies are expected to spend around $700 billion on new infrastructure.
As the United States runs into power and land constraints, more of this capital is shifting toward Asia, particularly to markets that can energize capacity quickly and predictably.
That opportunity is real but time-limited, with US bottlenecks likely to ease within the next 18 months.
Is this Japan's data center moment? – Getty Images
