This article examines 20 selected stocks linked to “sovereign AI,” starting with Sakura Internet, against the broader backdrop of domestic AI cloud developments, based on the latest earnings results and IR disclosures. It also examines how the implementation of the government's Act on Promotion of AI and Basic Plan for AI, budget allocations, and data center expansion are affecting corporate plans.
As activity surrounding domestic AI clouds accelerates, the concept of sovereign AI is becoming increasingly important as a national strategy. Prompted by remarks from NVIDIA's founder, countries are moving to secure their own data and computing resources. In Japan, the Act on Promotion of AI has fully come into force, the Basic Plan for AI has been approved by the Cabinet, and AI-related budgets are being increased. The government has set a target of expanding Japan's domestic cloud market from approximately ¥4 trillion today to ¥30 trillion by 2035, while also calling for the development of “cloud infrastructure with sovereignty.”
Multiple companies are seeking growth centered on the supply and operation of AI infrastructure. Efforts are advancing to promote “watt-bit connectivity,” which integrates power and telecommunications networks, as well as to designate regions for data center clusters. Maximum electricity demand is expected to increase by 7.62 million kW in fiscal 2035, meaning that the construction and expansion of data centers are directly linked to the nation's energy plans. Against this backdrop, operators focused on GPU clouds and AI data center operations are extending their influence across the supply chain, from upstream to downstream.
This article breaks down the sovereign AI supply chain from upstream to downstream and identifies 20 stocks, including Sakura Internet, based on the latest earnings results and IR disclosures. GMO Internet, cited as an example, has reported the profitability of its latest GPU servers, plans for additional acquisitions, the conclusion of an investment agreement, and the establishment of a new Ishikari facility. Data Section expects growth driven by the acquisition of a major contract and a sharp increase in revenue.
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