Nvidia CEO Declares Japan Revival: Billions for AI Infrastructure and a Nuclear Power Play

Nvidia CEO Jensen Huang came to Tokyo declaring a Japanese economic revival, backed by a multibillion-dollar AI infrastructure investment. His argument rests on two pillars: an era of 'trillions of AIs using AIs' that decouples semiconductor demand from population size—a direct rebuttal of Japan's demographic fatalism—and electricity as the real data-center bottleneck, where Japan holds a nuclear card. The substance beyond flattery: Japanese materials science (wafers, photoresists, specialty chemicals) is irreplaceable in the chip supply chain, and this investment feeds it directly, stacking foreign capital atop the government's 370-trillion-yen strategic investment vision. For Taiwan's supply chain, deeply interlinked with Japan's, the tailwind is shared. The political friction of nuclear restarts is the one plot point only Japan can resolve.