Seminar on "Risks and Business Model Transformation in AI Data Center Design" to be held on August 18, 2026 (Tue) with Kotaro Kuwazu, Representative of Kuwazu Research Office and Visiting Professor at Ritsumeikan University Graduate School of Management!!

[Seminar Details]

https://www.ssk21.co.jp/S0000103.php?spage=pt_26438

[SSK Seminar]

【The Crossroads of Liquid Cooling and Immersion Cooling, Hyperscale and Unit Models】

Risks and Business Model Transformation in AI Data Center Design

~Short- and Mid-Term Market Outlook~

[Lecturer]

Kotaro Kuwazu, Representative of Kuwazu Research Office

Visiting Professor, Graduate School of Management, Ritsumeikan University

[Date and Time]

August 18, 2026 (Tue) 10:00 AM - 12:00 PM

[Participation Method]

On-site Participation

SSK Seminar Room

Zymax Nishishinbashi Bldg. 4F, 2-6-2 Nishishinbashi, Minato-ku, Tokyo

Live Streaming (Zoom Webinar)

Archive Streaming (Available for 2 weeks, viewable anytime at your convenience)

[Key Lecture Contents]

Traditional hyperscalers can be described as having a business model similar to "dinosaurs" that enhance air conditioning efficiency and profitability by expanding floor space. However, currently, increased GPU heat generation, soaring equipment costs, and energy procurement are intensifying the uncertainty surrounding large-scale investments. Concerns are rising about the risks of AI data centers scaling up with the same approach as hyperscalers.

Particularly in cooling technology, the currently favored water-cooling method may not withstand GPU requirements within 5-10 years, making immersion cooling a strong contender. This, in turn, necessitates a review of overall architecture and infrastructure. Consequently, an approach balancing short-term demand response with mid-term structural design revisions is required. The operation of small-scale unit clusters, such as containers capable of controlling heat, energy, and weight, is emerging as a practical solution for the time being.

1. Current Status of the AI Data Center Market

2. Business Models and Risks of AI Data Centers

・Cooling

・Water

・Social Acceptance

・Investment

・Regulations

3. Evaluation of the Unitized Data Center Model

・Inferior Revenue Structure

・Affinity with Immersion Cooling

・Coexistence with Large-Scale AI Data Centers

4. Q&A / Business Card Exchange

[Contact Information]

Shin-Shakai Systems Research Institute Inc.

Zymax Nishishinbashi Bldg. 4F, 2-6-2 Nishishinbashi, Minato-ku, Tokyo

Email: [email protected]

TEL: 03-5532-8850

FAX: 03-5532-8851

URL: https://www.ssk21.co.jp

[About Shin-Shakai Systems Research Institute (SSK)]

Shin-Shakai Systems Research Institute Inc. (SSK) was established on December 6, 1996. For over 28 years since its founding, its main business has been providing information services by planning and holding approximately 500 corporate business seminars annually.

SSK Seminars aim to contribute to the creation of business opportunities by rapidly providing high-level management strategy information, marketing information, and technology information in a diversifying business environment.

Furthermore, with the seminar business as its core, SSK develops diverse businesses, including seminar planning and operation agency services, lecturer dispatch, BtoB advertising, commissioned research, market research report sales, and seminar on-demand sales, providing information and services necessary for the success and expansion of our customers' businesses.

SSK consistently disseminates cutting-edge information and remains a strategic partner for our customers.