Shares of Sakura Internet surged by more than 20 percent after Microsoft revealed plans to collaborate with Japanese firms to expand artificial intelligence infrastructure across the country. The announcement outlines a massive $10 billion investment between 2026 and 2029, aimed at strengthening cloud capabilities, enhancing cybersecurity, and accelerating AI adoption. The move signals growing global competition in AI development, with Japan emerging as a key battleground for next-generation computing.
As part of the initiative, Microsoft is in talks with SoftBank Corp. and Sakura Internet to deliver high-performance AI computing resources, including locally hosted graphics processing units. By keeping data processing within Japan, the partnership aims to support domestic innovation and enable the development of advanced systems such as large language models tailored to local needs. The announcement followed a high-level meeting between Microsoft President Brad Smith and Japanese Prime Minister Sanae Takaichi, underscoring the strategic importance of the initiative.