A sweeping set of investment commitments from Japan signals a major industrial push into the United States, targeting the backbone infrastructure needed to power AI systems and next-generation energy demand.
In a new press release, the White House says the investments are tied to the US–Japan Framework Agreement, detailing planned capital deployment across multiple initiatives, spanning power station systems for data centers, advanced electronic components, grid stabilization equipment, optical fiber networks and cooling systems for large-scale energy assets.
According to the agreement, Japanese firms intend to pursue up to $477 billion in US-based projects tied to AI and power generation.
The package includes up to $30 billion committed to data-center power systems, up to $25 billion toward electronic components and power modules and up to $20 billion for optical fiber infrastructure. These investments sit alongside a separate up to $332 billion for critical US energy capacity, including nuclear deployment, transmission lines and natural gas infrastructure.
Additional funding includes up to $25 billion for power generation components and stabilization systems, up to $25 billion for electrical modules and transformers and up to $20 billion for industrial-scale cooling systems essential to power-intensive environments.
Power and grid giants Mitsubishi Electric, TDK and Fujikura anchor the data-center buildout.
On the energy front, nuclear and heavy-industry leaders Westinghouse are lined up to deploy AP1000 and small modular reactors, supported by Hitcahi, ENTRA1 Energy and Bechtel and Kiewit. Meanwhile, the SoftBank Group will focus on the design, procurement and maintenance of large-scale baseload and transmission systems. Toshiba will supply transformers and power modules.
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