NEWS
GMI Cloud unveils US $ 12 billion AI infrastructure initiative in Japan
GMI Cloud, one of the fastest-growing GPU-as-a-Service neocloud providers, has announced the launch of its AI factory for large-scale physical AI purposes in Kagoshima, Japan, with Wistron. The initiative represents one of the largest Sovereign AI infrastructure commitments in Asia.
This US $ 12 billion project establishes GMI Cloud as the leading partner for nations seeking to build independent, sustainable AI factories. The development in which GMI’ s AI factory is intended to be located is initiated by Kai Shin Digital Infrastructure, a joint venture structured by CDIB Capital and Shinetsu Science Industry, in close collaboration with the Kagoshima Prefectural Government and Satsumasendai City. Reinforced by strong public-private partnership support, the development will start in late 2026 and can ramp up to 1 gigawatt of power capability.
The global shift towards Sovereign AI is driven by a consensus that AI computing power is a fundamental pillar of national security and economic competitiveness in the foreseeable future. Governments are moving decisively to mitigate the strategic risks of depending on foreign-controlled platforms in addition to data jurisdiction conflicts and supply chain vulnerabilities. GMI Cloud’ s expertise and proven experience in architecting, deploying and scaling sovereign facilities positions the company as a competitive partner for countries seeking technological independence.
“ Japan has built some of the world’ s most sophisticated industrial and manufacturing systems,” said Alex Yeh, CEO of GMI Cloud.“ The next frontier is ensuring those systems are powered by AI that Japan owns, controls and can trust. That is exactly what we are here to build.”
J & V Energy to acquire 187MW operational solar portfolio in Taiwan
J
& V Energy Technology has announced that it has entered into an agreement to acquire a 187MW portfolio of operational solar assets in Taiwan from a fund managed by Global Infrastructure Partners, a part of BlackRock. The transaction is expected to close in the third quarter of 2026, subject to customary regulatory approvals and closing conditions.
The portfolio comprises 42 operational solar plants located across Central and Southern Taiwan, with combined nameplate capacity of 187MW. The assets are expected to generate approximately 270 million kWh of clean electricity per year – sufficient to power around 80,000 Taiwanese households – over a remaining operating life in excess of 15 years.
The acquisition complements J & V Energy’ s integrated renewables platform in Taiwan and represents a meaningful step in scaling the company’ s position as a leading independent power producer. The additional generation capacity will further expand the supply pipeline of GREENET, J & V Energy’ s green electricity retail subsidiary, supporting GREENET’ s continued role in helping corporate clients secure long-term green electricity in Taiwan.
“ This acquisition fits well with our strategy of building a highquality, income-producing renewables portfolio anchored by long-dated, fully contracted cashflows,” commented Jerome Tan, Group Chief Investment Officer of J & V Energy.“ The 187MW portfolio provides stable, predictable revenue at scale and we see clear opportunities to add further value through J & V Energy’ s integrated operating, asset management and offtake capabilities. We are also pleased to deepen our long-standing relationship with BlackRock, having previously partnered together on multiple solar projects in Taiwan since 2018.” •
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