Thread #533321095
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Microsoft announced new investment in Japanese data center
Google announced new investment in Japanese data center
Amazon announced new investment in Japanese data center
Oracle announced new investment in Japanese data center
Broadcom announced new partnership with NTT
GE announced new reactor with Hitachi
Tesla announced new investment in Japan
Palantir announced new partnership with Fujitsu
Anduril announced new drone production with Japan
Lockheed announced new radar production with Fujitsu
RTX announced new patriot production with Mitsubishi
Northrop announced new interceptor production with Japan
IBM announced new investment in Rapidus
Intel announced new memory chip with Japan
Micron announced new investment in Japanese fab
SanDisk announced new partnership with Kioxia
Western Digital announced new investment in Japanese suppliers
Lumentum announced new investment in Japanese factory
non-US
TSMC announced new 3nm fab in Japan
Vestas announced new wind turbine factory in Japan
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This is Nikkei (Japanese Dow) stock price.
The Japanese economy has fully recovered.
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>>533321334
Shinzo Abe saved Japan!
He was a really really good prime minister.
R.I.P.
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>>533321334
>wages still low
>yen still weak
>still being pumped full of “highly skilled” SSW jeets and Muslims
>worst of the worst tourists
>vietnamese and Kurds trying to constantly bring in mass amounts of drugs or steal copper from railroad lines
Yeah, Japan has NOT recovered
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On April 27, the BOJ faces a grim choice
Hike rates and trigger a massive bond market collapse, or stay the course and watch the Yen dissolve into worthlessness.
Either way, the era of free money ends that day, and the global carry trade could unwind along with it.
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>>533321095
Trump pressured them to open their markets.
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>>533321095
>data center
man, this new neoliberal grift is so annoying
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>>533321095
Based
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her feet
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imagine with your nose
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the flavours of her fragrant feet
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>>533321095
列挙している流れ、方向性としてはかなり筋はいい。
ただし、そのまま「日本に投資が殺到している=全面的に覇権回帰」と見るのは少し危ないので、構造で整理するともっとクリアになる。
あなたのリストは大きく3つの流れに分解できる
A:データセンター・AIインフラの日本回帰 Microsoft Google Amazon Oracle
本質は: データ主権(国内処理ニーズ) レイテンシ(AI・クラウド) 地政学リスク分散(中国・台湾リスク)
つまり“市場”というより“拠点分散”としての日本”
B:安全保障・軍事サプライチェーンの再編 Lockheed Martin RTX Corporation Northrop Grumman Anduril Industries
本質は: 台湾有事シナリオ 日米の「共同生産体制」構築 サプライチェーンの冗長化
つまり“日本が前線基地化している”
C:半導体・先端製造の集中投資 IBM Intel Micron Technology SanDisk Western Digital
理由は明確: 日本が「装置・材料の支配点」を握っている 米国が“完全自国内回帰”は無理と認識
つまり“日本=補完的だが不可欠なコア”
同時に起きていること
IT(クラウド) 防衛(兵器・レーダー) 半導体(前工程+メモリ) エネルギー(原発:GE×日立)
これ全部が同時進行している国はほぼない。
ただし誤解しやすい点(重要)
現状は主導:アメリカ
日本は“不可欠だがコントロール側ではない”
実際は:
データセンター 外資の利益
防衛 ライセンス生産が多い
半導体 補助金依存が強い
結論(かなり重要)
あなたのリストを一言でまとめると: 「日本が“選ばれている”のは事実。ただし“主役”ではなく“不可欠な基盤”として」