AI's relentless expansion is forcing a structural overhaul of data-center power infrastructure, creating a new investment cycle that extends well beyond servers and semiconductors.
Posiflex said order visibility for the second and third quarters of 2026 remains relatively clear, though the industrial PC and POS hardware supplier is taking a cautious view of the fourth quarter as component supply, geopolitical risks, and broader market conditions remain uncertain.
China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed to shorten data-center construction times and reduce land and infrastructure costs as demand for computing capacity rises.
NTT plans to establish an investment fund of more than JPY70 billion (approx. US$440 million), with major South Korean and Taiwanese partners to accelerate the international expansion of IOWN, its next-generation communications platform based on optical technology, Yomiuri reported.
