This summary highlights key developments in Japan and overseas over the past two weeks, as NVIDIA announced DSX POD and AI data center production shifts toward factory manufacturing, while the timing of power supply and the speed of energization have become central to investment decisions.
NVIDIA announced DSX POD at GTC Berlin, presenting a new supply model in which AI factories are integrated into modular containers, with assembly and testing completed at the factory before transport to the site. Deployment at prepared sites is expected to be shortened from approximately 6 months to as little as 14 days, and the ecosystem of related companies is expected to expand.
The delay in the timing of grid supply was behind Microsoft's withdrawal from the Nscale project, highlighting a situation in which power shortages can determine whether a project goes ahead. At NextDC's Australian project as well, delays in power infrastructure work postponed revenue recognition, bringing the gap between contracted capacity and actual supply to the fore as a key risk.
Google announced plans to build a virtual power plant (VPP) with capacity of approximately 1GW in the PJM region. The company presented a new power procurement model that aggregates existing demand to create available power capacity and supplement supply to the grid. Oracle plans a 2.45GW private-generation microgrid, moving away from the conventional approach of waiting for grid connections.
Meta announced the completion of the first phase of Prometheus. The system is operated as a single giant machine with approximately 1 million GPUs, strengthening recognition that GPU reliability and synchronization will determine its commercial viability. In Japan, reports of a 500MW project involving NTT DATA and Anthropic, along with GMO's investment in Hokkaido, attracted attention, while power location and data sovereignty gained importance.