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Microsoft’s \1.6 Trillion Investment in Japan Propels "Data Centers" to 2nd Among Featured Themes

Wed Apr 8, 2026 12:20 pm JST Feature

★Top 10 Popular Themes

1. Energy Storage

2. Data Centers

3. Semiconductors

4. Defense

5. Regional Banks

6. Space Development

7. JPX-Nikkei 400

8. Rare Earths

9. TOPIX Core 30

10. Perovskite Solar Cells

In the latest "Popular Theme Rankings" by market data platforms Minkabu and Kabutan, "Data Centers" maintained its strong momentum, securing 2nd place.

The primary catalyst was Microsoft’s announcement on the 3rd to invest $10 billion (approx. \1.6 trillion) in Japan by 2029. This strategic move involves collaboration with SoftBank <9434> and Sakura Internet <3778> to bolster AI infrastructure, including data centers. This plan marks a significant expansion of the investment commitment Microsoft initially made to Japan in 2024.

Market reaction was immediate, with Sakura Internet <3778> shares hitting their daily limit-up. Data centers are increasingly viewed as the essential backbone of AI proliferation, ensuring sustained long-term demand. Even with recent volatility stemming from Middle East tensions, this sector has demonstrated resilience, consistently attracting investor capital.

Beyond the core players, semiconductor-related stocks such as Kioxia Holdings <285A> and Advantest <6857> remain in focus, alongside wire and cable manufacturers including Fujikura <5803>, Furukawa Electric <5801>, and Sumitomo Electric Industries <5802>. In the small and mid-cap space, investors are closely monitoring Unitika <3103>, Samco <6387>, Tomoegawa <3878>, Sansha Electric Manufacturing <6882>, River Eletec <6666>, Shizuki Electric <6994>, and Oxide <6521>.

Source: MINKABU PRESS

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