Nvidiaと三菱重工：GPUメーカーが鍋職人を探すとき
冷却とエネルギー管理：Nvidiaが日本の大手産業企業と協議。合意よりも重要なシグナル - 課題はシリコンから熱管理へと移行
Jul 14, 2026 at 22:30 21 6
電気の壁：三菱90億ドル、東南アジアの緊張、そして固体変圧器の救世主
四つのシグナルが同じ週に収束する：コンクリートはモデルに従い、米国のグリッドは揺らぎ、東南アジアはPPA追い求め、そしてソリッドステートトランスフォーマーが不可避な基礎材料となる。
Jul 11, 2026 at 17:19 5 11
Japan's humanoid moment: Mitsubishi Motors and Fanuc pull robots into daily production
Mitsubishi Motors will mass-produce humanoid robots for its own factories (1,000/month by 2027, via a University of Tokyo spin-out). Fanuc + Taisei doubled a warehouse's space efficiency with AI. Japan is not talking about humanoids - it's ordering them.
Jul 11, 2026 at 11:41 3 8
Concrete follows the models: Mitsubishi Estate's $9 billion data-center bet meets SEA's power wall
Japan's largest developer commits $9bn to a data-center building spree, just as Southeast Asia's AI ambitions collide with a grid that can't keep up. The AI cycle's next phase is a real-estate and electricity story - and Asia is where it's playing out first.
Jul 11, 2026 at 11:41 5 8