11 Japanese stocks related to power infrastructure were highlighted against the backdrop of expanding data center investment. Expansion of data center operations and rising demand for air-conditioning technologies were cited as key features.
The expansion of the AI market is creating growing business opportunities in the power and cooling infrastructure essential to data centers. 11 Japanese stocks related to power infrastructure were highlighted, with securities codes shown after the company names.
MIRAIT ONE Corporation, which provides one-stop data center construction services, is a major provider with a track record in building power and communications infrastructure for telecommunications operators, including the NTT Group. The company supports both air- and liquid-cooled data centers and has established an integrated structure covering design through maintenance and operations. It established a Data Center Business Division in April 2026.
Shin Nippon Air Technologies has strengths in technologies for cooling high-heat-output servers and offers Flow Shield and DATA CENTER LAB as data center air-conditioning technologies. The company has numerous large-scale projects for data centers and factories, and is expected to see orders grow in its air-conditioning and cooling businesses as AI-focused data centers expand.
Takasago Thermal Engineering is improving energy efficiency through its proprietary air-conditioning systems and advancing technology development for application in data center construction. It is expanding technologies that support the optimization of data center operations, including systems compatible with wall-mounted air outlets.